Bookings
Management tools on the bookings screen
Management tools on the bookings screen In this video we will cover the following topics- How to see the status of bookings on a single screen without a traditional "report" Using Confirm Details and how that shows on the main booking screen Payment ...
Commissions On Quotes
Commissions On Quotes In this video we will cover the following topics- How to create a commission on a quote Assigning the commission to a contact When converting the quote what happens to the commission The resulting commission record on the ...
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 In this video (3:04) we will cover the following topics- What booking drafts are How to use a booking draft Finalizing a booking
Accept, Sign & Pay Technology
Getting started with Accept, Sign & Pay Technology In this video (3:24) we will cover the following topics- What customers will see using Accept, Sign & Pay with TBN How to setup company disclaimers How to setup company terms & conditions How to ...
Setting payment terms in Organizations and Contacts
Setting payment terms in Organizations and Contacts In this video (1:52) we will cover the following topics- Creating consistent billing and payment structure within an organization Invoicing and payment settings Adding a new contact with automatic ...
Contacts and Organizations Management
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 ...
Update information in an existing booking
Update information in an existing booking In this video (2:30) we will cover the following topics- Making changes to booking routes including times and locations Automatic updates when changing times Changing vehicles requested by the customer Adding ...
Add a route to an existing booking
Add a route to an existing booking In this video (4:13) we will cover the following topics- adding a route to an existing booking adding a secondary route (ie: adding a groomsman limo to a wedding shuttle) Editing segments to build the route you want ...
Sending booking details to customers
Sending booking details to customers In this video (2:30) we will cover the following topics- Booking detail email templates Setting up the template using TBN default email templates Creating your own template Sending details to a customer Send ...
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 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, ...
Booking Drafts in OpsDriver
Using Booking Drafts In this video (1:58) we will cover the following topics- How booking drafts let you put down a booking before it is completed and come back to it later Navigating away from a partial booking Needed minimum details in a booking ...
Converting quotes to bookings
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 ...