Contacts and organizations Management In this video (2:23) we will cover the following topics- First of its kind CRM like contact management Contact and Organizations structure Organizational rolls/departments/jobs for contacts Click through to ...
Setting invoice and payment terms for customers In this video (2:28) we will cover the following topics- Contacts report Create or search for a contact Invoicing and payment section on the account page Credit limits and associated warnings Payment ...
Account Settings Helper/Explainer The following will explain the Basic Settings OpsDriver section on the account settings page and what it means for your company- Basic Settings OpsDriver Basic Settings OpsDriver Use Driver Check Out Time = When ...
Basic OpsDriver Account Settings In this video (5:18) we will cover the following topics- Initial setup OpsDriver settings Account settings Trip settings Vehicle spot time Unloading time Driver check out time time clock Checkin notifications Default ...
Great News! Its time to start taking payments with OpsDriver- Here is a cheat sheet that will walk you through the important things you need to be aware of as you do. Receiving payments directly on a booking- Not every booking needs to be invoiced to ...