While adding a crew member under Staff > Crews > + Add Crew (on the right side), you can see that the Company ID, e-mail/Username and Password is present. Fill in their email, which will also be their Username. Leave the password blank as...
To send the links of the crew app, please navigate to Settings > Integration > Crew App. Here, you can scroll down and find where it says App Store (iOS) and Play Store (Android). These links can be copied and sent to the crews based on the OS they...
Outstanding threshold is the maximum amount that your client can owe you. To set the outstanding threshold amount, please navigate to Settings > General > Schedule. Next, find where it says Outstanding threshold and type in the amount in the text...
To change the crew list order on the daily view, please navigate to Settings > General > Schedule. Scroll down to the part where it says Crew list order with a dropdown. Click on the dropdown and select your preferred choice. Hit Save now the Crew...
To change the distance measurement, please navigate to Settings > General > Schedule. Here you will need to scroll down and find the part where it says Calculate distance in with a dropdown. Click on the dropdown and select between Miles and...
To hide customer number from crews, please head over to under Settings > Integration > Crew App. Next, you will need to turn off the button for Show customer number. Hit Save and now the crews will not be able to see the customer number on their...
To enable or disable a service, please navigate to Settings > Services. You will see your services listed out. To disable a service, click on the red box next to the service and it’ll disable it. Here, the Upholstery Cleaning service will be...
To download a statement of a customer, you will need to navigate to the customer and click on them. Click on the Statistics tab.
Use the green Actions button, you can find the option to Export Statement in PDF.
While making a booking, you can always a note for the crews by navigating to the Notes section on the right side of the booking page. Here in the case of David, we can see that the Notes has “1 crew” mentioned. This will be visible to the crew and...
Please head over to Settings > Zones > Your Desired Zone by clicking on the zones name. Click on the driver that will be allocated to the particular zone from the list on the left. By clicking on their name, they will move to the right. This means...