Booking Totals Report The Booking Totals report displays revenue from bookings within the applied date range. This will include revenue earned from cancelled routes* and dispatches but must be filtered to account for any revenue earned from cancelled ...
Linked Dispatches In this video we will cover the following topics- How to create a linked dispatch How linked dispatches show up on the dispatch visualization reports Requirements for linked trips Breaking links by assigning different vehicles or ...
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 ...
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, ...
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 ...