Overview

This module explains how to configure Call Us Settings—a feature designed to limit live pricing based on trip complexity. These rules help sales teams intervene on quotes that may exceed your comfort level for instant pricing.

1. What Are Call Us Settings?

Call Us Settings:

• Restrict live pricing when specific trip parameters are exceeded

• Display a message instructing the customer to call your team directly

• Still submit the quote into your system, allowing sales to follow up

• Automatically assign a Quote Reference ID for tracking

This allows customers to engage with your sales team while preventing inaccurate or risky instant pricing.

2. Why Use This Feature

• Provides pricing control for complex or edge-case trips

• Ensures trips with unusual requirements are reviewed by a salesperson

• Helps protect margins and driver scheduling rules

3. Configurable Call Us Settings

Below are the available rules you can enable or adjust:

✅ 

Vehicle Quantity Limit

• Maximum number of vehicles on a quote

• Default: 8 vehicles

✅ 

Total Trip Mileage

• Maximum cumulative mileage across all trip days

• Default: 2,000 miles

✅ 

Daily Mileage Cap

• Maximum distance per day

• Often aligned with driver relief rules

• Default: 500 miles/day

✅ 

Trip Duration

• Maximum number of days allowed per trip before manual review

• Default: 4 days

✅ 

Distance from Yard

• Maximum distance from your nearest yard

• Default: Not set (but highly recommended if managing deadhead concerns)

✅ 

Price Cap

• Maximum quote value (vehicles + add-ons)

• Default Example: $10,000

✅ 

Quote Date Limit (Future Cap)

• Prevents quotes for trips too far in the future

• Helps avoid quoting for dates without confirmed pricing

Example: If set to 9 months out, customers cannot generate live pricing beyond that date.

4. What Customers See When Settings Are Triggered

If any setting is triggered:

• The customer sees a “Please Call Us” message

• A quote is still created and stored

• Your team can follow up immediately with the provided Quote ID

5. Example Use Cases

• A school books a 6-day trip across state lines → triggers trip duration setting

• A company requests 12 vehicles → triggers vehicle quantity setting

• Customer asks for pricing 14 months from now → triggers future quote date limit

Best Practices

• Regularly review and adjust limits based on operational growth

• Communicate clearly to customers why they may see a “Call Us” message

• Use these settings in tandem with your Pricing Calendar for tighter control