The Customers screen is where you can add and manage your customer accounts.
These accounts are an important part of your business as they generate regular income for your company from customers using you as a taxi service.
To access this screen:
- Click on the Customers button from Accounts > Customer Accounts.
Add a customer account
To add a new customer account:
- Click on the New button at the top.
- Enter the required details.
- Then click OK.
The following settings can be configured:
Details
- Display Name: Enter the name of the company, department, or organisation you are adding.
- Account Code: Enter a unique code for identifying this account.
- Taxi Company: Select which system taxi company this account is active on.
- Suspended: Toggle On to suspend this account.
Cab Exchange
- Cab Exchange Options:
- Enable Identifier: Enable to generate a unique identifier for this account for linking it to other products such as eBooking and the Passenger App.
- Identifier: This field will be populated with the generated identifier.
- Mode: Select which mode should be used for cab exchange on this account.
- Agent ID: Enter the customer's company ID and spend it with a 3 (E.g. 30053).
- Contract Reference: Enter the cab exchange agent reference.
- Accept Set Prices: Enable to allow set prices for account bookings made through cab exchange.
Auto Exchange
- Auto Exchange Enabled: Enable to automatically exchange account jobs for this customer between your systems.
Contact Details
- Contact Name: Enter the contact name of the client company (E.g. John Smith).
- Client Company Name: Enter the client's registered company name.
- Address: Enter the address details of the client company.
- Telephone: Enter the telephone number of the client's company.
- Fax: Enter the fax number of the client company.
- Emails: Enter any emails for the client company (Invoices will be sent to the emails added here).
- Website: Enter the client company's website URL.
Invoices and Statements
- Contract Number: The account customer's contract number, typically shown on invoices.
- Discount: Enter the value of the discount.
- Discount - Type: If you wish to apply a discount to this account, select the discount type here.
- Job Group Mode: Select how jobs should be grouped on an invoice.
- Job Group Mode Sort: Select how the system should sort jobs on an invoice.
- Email Invoice: Select if the system should automatically send an email to the customer when an invoice is generated.
- Export Invoice: Select which template should be used for export invoices.
- Extra Cost Tax Rate: If additional tax rates are required, you can apply them here.
- Include Export In Email: Select if invoice reports should be attached to the customer's invoice email.
- Invoice Frequency: Select how often an invoice should be sent when bulk sending invoices.
- Invoice Payment Method: Select the default invoice payment method.
- Invoice per Docket: If required, enable this to create an invoice per docket rather than in bulk.
- Invoice Summary Sort By: Select which element the system should sort the invoice summaries by.
- Invoice Template: Select which template should be used for account invoices.
- Master Account: If this is a sub-account, select the main account it is linked to.
- Print Invoice: Select if invoices for this account should also be printed automatically.
- Reference: Enter a unique reference as an identifier for invoices of this account.
- Service Charge: Enter the service charge value.
- Service Charge - Type: Select if the service charge should be in percentage or a fixed amount.
- Split up multi pickup dockets: Enable to split up jobs with multiple pickups for the customer account.
- Tax Rate: If a standard tax rate is required, you can apply it here.
- Upload Invoice: Enable to upload a copy of your invoices to the file system.
- Use Signatures: If enabled a customer booking with this account will be required to provide a signature on the driver's device.
- VAT Mode: Select which VAT mode should be used for this account.
Ringback
- Disable Ringback: Enable to disable ringback for bookings on this account.
- Interactive Cancel Booking Prompt: Enable to prompt the customer to press 2 when a ringback happens to cancel the booking.
- Interactive Confirm Booking Prompt: Enable to prompt the customer to press 1 when a ringback happens to confirm the booking.
Tariffs
- Use master account pricing modes: Enable if this is a sub-account and it should inherit the pricing modes set don't the master account.
- Fixed Tariff Mode: Select the fixed tariff mode for this account.
- Fixed Tariffs: Select which fixed tariffs should be applied to this account.
- Variable Tariff Mode: Select the variable tariff mode for this account.
- Variable Tariffs: Select which variable tariffs should be applied to this account.
- Display price/cost on booking screen mode: Select if the price or cost should be on the bookings screen for bookings on this account.
- Automatic price/cost recalculation on shout mode: Bookings for this account will be recalculated automatically when in shout mode.
- Variable Price Fixed (excluding as directed): Enable to fix the variable price for any bookings that aren't 'as directed'.
- Override Force Shout For Fixed Tariff: Enable to clear jobs without a driver shout if the fixed price matches.
- Waiting time minutes free: Set how much waiting time a customer on this account can have for free.
Options
- Passcode failure mode: Select what the system should do if a customer fails to enter the correct booking passcode.
- Enable callback: Toggle to enable callback for bookings on this account.
Dockets
- Auto Export Docket Information when Posted: Enable to automatically export docket info when a job is processed.
Booking Screen
- Auto Priority: If required, set a custom priority for bookings from this account to override the default booking priorities.
- Gratuity setting type: Select the gratuity type.
- Gratuity setting value: Enter the gratuity value.
Sage
- Sage Settings (Account Work):
- Account Settings: Add your Sage account settings here if you bill drivers through Sage.
- Payment Card: Add a payment card for Sage.
Surcharge (General)
- Apply Surcharge Mode: Select if surcharges should be charged when a booking is placed or completed.
- Gratuity Surcharge Mode: Select if surcharges should be charged separately or on top of surcharges.
Surcharge (Price)
- Surcharge Type: Select the surcharge value type.
- Surcharge Value: Enter the value of the surcharge.
- Round-Up To Nearest: Set the nearest decimal place to round the surcharge up to (E.g. 0.01).
- Variable Tariffs Only: Enable to only apply the surcharge to variable tariffs.
Surcharge (Cost)
- Surcharge Type: Select the surcharge value type.
- Surcharge Value: Enter the value of the surcharge.
- Round-Up To Nearest: Set the nearest decimal place to round the surcharge up to (E.g. 0.01).
- Variable Tariffs Only: Enable to only apply the surcharge to variable tariffs.
Comments:
- Comment for: Enter custom messages to be displayed for different users.
Invoice Format
- Invoice Blank Rows: Set how many rows should be blank when sending an invoice
- Invoice Email Body: Enter custom text to be shown in the email body when sending an invoice.
- Invoice Footer: Enter custom text to be shown in the email footer when sending an invoice.
- Invoice Format: Changing this will change the style of the invoices instead of using the default template.
- Invoice Header: Enter a custom text to be shown in the email header when sending an invoice.
Price Limits
- Enabled: Enable to configure price limits for this account.
iGo
- Pricing Mode (for iGo): Select if account bookings from iGo should use your system pricing or vendor pricing.
- Pricing Surcharge (for iGo): Enable to add a separate surcharge for iGo bookings.