General Settings Tab
Onboarding Process
OpsDriver Onboarding Process Outline We know that the onboarding process can be the key to a successful transition to a new software. We have created a system designed to ensure your teams success in every step of the process. These are the steps you ...
Text to think about on the Account Settings Page
Setting Page Text On the Account setting page there are a number of fields that have text you can enter that flow through to different places in the application. This document will help you understand those fields and will provide you with examples ...
Account Settings Helper/Explainer- Quote Review Settings
Account Settings Helper/Explainer The following will explain the Quote Review section on the account settings page and what it means for your company- Quote Review Settings The quote review settings are designed to limit what types of quotes ...
Account Settings Helper/Explainer- Trip Settings
Account Settings Helper/Explainer The following will explain the Trip Settings section on the account settings page and what it means for your company- Trip Settings Trip Settings Section on the Account Settings Page Vehicle Spot Time (Pre-Trip)= ...
Account Settings Helper/Explainer- Basic Settings SalesDriver
Account Settings Helper/Explainer The following will explain the Basic Settings (SalesDriver) on the account settings page and what it means for your company- Basic Settings (SalesDriver) Section Enable Price Per Mile Calculations? = This turns on ...
Basic Use of the Pricing Calendar
Basic Use Of The Pricing Calendar In this video we cover the following topics Demand based pricing using the calendar Assigning different prices for a vehicle type on different days Creating a markup events on single days, multiple days, or date ...
Enhanced Pricing Setup
Enhanced Pricing Setup Enhanced pricing extends TBN's SalesDriver pricing calculations to include more functionally. In this video we will cover the following topics. Activating enhanced pricing Settings included in enhanced pricing option ...
General Account Settings Training
General Account Settings Setup In this video we cover the following topics Choosing pricing types Turning instant prices on and off Price rounding feature "Tell us more" box functionality Extra trip time allowance Minimum time at pickup locations ...
Marking vehicles as sold out or limited availability
Marking Vehicles as "Sold Out" or "Limited Availability" In this video we cover the following topics Marking a vehicle type as sold out or limited availability on specific dates How this appears to the customer in the booking widget
Call us settings
Call us settings In this video we cover how you can control when a customer gets an instant quote and when your sales team will review the quote before sending it to the customer. Choosing when a customer gets an instant quote and when they don't ...
Yards and Vehicle Inventory
Yards and Vehicle Inventory In this video we will cover these topics Setting up a new yard in SalesDriver Adding vehicle inventory