Bookings
Create a new quote from an existing booking.
Creating a new quote from an existing booking Overview This module explains how to quickly create a new quote using the details of an existing booking. This feature is helpful for repeat trips, modified requests, or rebooking events on new dates with ...
Management tools on the bookings screen
Management tools on the bookings screen ? Training Module: Managing Bookings on the Bookings Dashboard ? Objective This module will teach users how to effectively manage and track bookings using the TBN Bookings Dashboard. By the end of this ...
Commissions On Quotes
Commissions On Quotes Overview This module explains how to add and manage commissions for contacts directly on a quote in OpsDriver. Commissions set at the quote level automatically carry over into the booking, ensuring accuracy and eliminating ...
Editing bookings that are migrated from RBS
Updating and editing RBS migrated bookings In this video we will cover the following topics- What to do if times are out of order. Understanding what is migrated and how. What to do if you are having issues selecting Google generated places. How to ...
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 ...
Booking Drafts in TBN
Using booking drafts when creating a booking Overview This module covers how to use the Booking Drafts feature in OpsDriver, which allows sales team members to pause in-progress bookings and return to them later without losing progress. It’s ideal ...
Accept, Sign & Pay Technology
Getting started with Accept, Sign & Pay Technology Sign & Accept Technology in OpsDriver Overview This module walks users through TBN’s Accept, Sign & Pay technology—allowing customers to digitally review booking details, sign contracts, and pay ...
Setting payment terms in Organizations and Contacts
Setting payment terms in Organizations and Contacts Overview This module explains how to set and manage payment terms for organizations and how those terms are automatically applied to new contacts within that organization—ensuring consistency in ...
Contacts and Organizations Management
Contacts and organizations Management Overview This module explains how TBN’s contact management system separates people (contacts) from the organizations they belong to. This setup enables better organization, clearer billing structures, and faster ...
Update information in an existing booking
Update information in an existing booking Overview This module explains how to update details in an existing booking in OpsDriver, including route times, vehicle types, and add-ons. Most adjustments are made in the Routes section, and changes are ...
Add a route to an existing booking
Add a route to an existing booking Adding a Route to an Existing Booking Overview This module covers how to add a new route to an existing booking in OpsDriver. This feature is useful for scenarios where a trip includes multiple movements—like a ...
Sending booking details to customers
Sending booking details to customers \ Overview This module walks through how to set up and send booking confirmations using email templates in OpsDriver. It includes how to configure your booking detail email template and how to send booking ...
Recording payments against bookings
Recording payments against bookings In this video (2:26) we will cover the following topics- Record payment button Choosing transaction types Recording amounts, check numbers, notes General ledger codes Credit card payments Seeing transactions that ...
Creating bookings without quotes
Creating bookings that did not come from quotes Overview This module explains how to create a new booking directly—without starting from a quote—in OpsDriver. This approach is useful when you already have confirmed trip details or are booking on ...
Converting quotes to bookings
Converting a Quote to a booking Overview This module walks through how to convert a quote into a finalized booking within OpsDriver. Quotes may originate from your internal sales team or from the web quote widget on your company’s website. 1. When to ...