General Account Settings Training

General Account Settings Training


General Account Settings Setup


Overview

This module explains the General Account Settings section of OpsDriver. These settings define how pricing, trip timing, customer interactions, and quote expirations are handled throughout the system.


1. Pricing Configuration


Available Pricing Types:

  • Price per Mile

  • Hourly Rate

  • Daily Rate

  • Cost Plus


These settings correspond to the pricing equations used in TBN. Your onboarding team will help you determine which to enable based on your pricing model. You can toggle them at any time to clean up your pricing view or switch strategies.


2. Price Display Settings

  • Show Prices:

    • When unchecked, customers will not see prices in the booking widget.

    • Instead, they’ll receive a message confirming that their request was received and someone will follow up.

  • Show “Tell Us More” Box:

    • Allows customers to add trip context during checkout, improving sales team follow-up and pricing accuracy.


3. Price Rounding Options


Prices can be rounded:

  • Not at all

  • Up to the nearest $1, $5, $10, $25, or $100


Most common: Round to the nearest $5


This controls how cleanly final pricing numbers appear to customers.


4. Extra Trip Time Allowance


This setting adds a percentage buffer to the Google Maps estimated drive time to account for:

  • Traffic

  • Bus-specific travel delays

  • Local operating conditions


This affects time-based pricing and estimated travel time shown to the customer.


5. Minimum Time at Pickup Locations


Controls how short a stop can be when customers build itineraries in the booking widget.

Common defaults: 5, 10, or 15 minutes


Helps avoid unrealistic expectations (e.g., 1-minute photo stops) when customers plan trips.


6. Quote Expiration Settings

  • Define a default expiration window (e.g., 30 days)

  • Applied at the time a quote is created

  • Can be manually extended later per customer needs


7. Trip Timing Parameters


These internal-only fields help define what time gets billed and how pricing is calculated. Not visible to customers.

  • Spot Time:

    Time between bus arrival and first pickup.

  • Unloading Time:

    Time between final drop-off and return to dispatch.

  • Minimum Pre-Trip/Post-Trip Time:

    Sets a floor on how little time can be scheduled around dispatching and returning.

  • Additional Pre-Trip/Post-Trip Time:

    Adds extra time for driver prep, fueling, inspections, etc., beyond standard load/unload windows.


These values are used for billing and scheduling, but not shown to customers.


Best Practices

  • Enable only the pricing methods your team actively uses

  • Hide pricing during temporary pricing overhauls or rate reviews

  • Use minimum and additional times to properly account for non-driving work in your billing model

  • Test changes in a sandbox before pushing to production


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