Update information in an existing booking In this video (2:30) we will cover the following topics- Making changes to booking routes including times and locations Automatic updates when changing times Changing vehicles requested by the customer Adding ...
Creating bookings that did not come from quotes In this video (4:42) we will cover the following topics- Creating a booking without a quote Choosing a contacts for the booking Trip references Saving the draft building the stops, destinations, yards, ...
Great News! Its time to start taking bookings in OpsDriver- Here is a cheat sheet that will walk you through the important things you need to be aware of as you do. Converting Quotes to Bookings- Converting quotes to bookings is fast, easy, and ...
Converting a Quote to a booking In this video (3:45) we will cover the following topics- Converting quotes created on the booking widget Converting a quote created in the backend by a salesperson Assigning a contact to a bookings ...
Using Booking Drafts In this video (1:58) we will cover the following topics- How booking drafts let you put down a booking before it is completed and come back to it later Navigating away from a partial booking Needed minimum details in a booking ...