Creating bookings without quotes

Creating bookings without quotes


Creating bookings that did not come from quotes



In this video (4:42) we will cover the following topics-

  1. Creating a booking without a quote
  2. Choosing a contacts for the booking
  3. Trip references
  4. Saving the draft
  5. building the stops, destinations, yards, ect. 
  6. Auto calculations of travel times
  7. Route option buttons (reverse route/return directly to origin)
  8. Updating or changing times
  9. Adding vehicles to the booking
  10. Price Calculations
  11. Editing prices
  12. Adding add-ons and extras
  13. Finalizing and creating the booking



    • Related Articles

    • Converting Quotes to Bookings

      Converting Quotes to Bookings In this video (4:35) we will cover the following topics- Converting a quote to a bookings Primary Contacts Operations Contacts Billing Contacts The conversion modal functions Converting a quote without a associated ...
    • Converting quotes to bookings

      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 ...
    • Booking Drafts in OpsDriver

      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 ...
    • Booking Drafts in TBN

      Using booking drafts when creating a booking In this video (3:04) we will cover the following topics- What booking drafts are How to use a booking draft Finalizing a booking
    • CHEAT SHEET- It's time to start taking bookings in OpsDriver

      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 ...