How to create/manage the vehicles
Adding a new car is a simple yet important procedure when managing the fleet. First of all, you have to click the “Fleet Management” option in the “System” sub-menu (fig. 1). The page in structured in Read more…
How to create/manage the vehicle types
Creating a new car type is a simple yet important procedure when managing the fleet. First of all, you have to click the “Fleet Management” option in the “System” sub-menu (fig. 1). The page in Read more…
How to assign price rules to vehicles/clients/accounts/travel services
The price rules can be assigned on car types, clients, accounts and even travel services. First, you have to access the “Price Management” option in the “System” sub-menu (fig. 1). On the top-left of the “Price Management” page there Read more…
How to create vouchers
Creating vouchers is a great way of making your company more visible and attract new potential customers. You can create, edit or delete new vouchers directly from the Backoffice application. First, you have to Read more…
How to create/manage the price rules
Creating a price rule is a complex and important procedure when managing your price system. To create a price rule, click the “Price Management” option in the “System” sub-menu (fig. 1). Once you are on the “Price Management” Read more…
How to create/manage the price plot zones
Companies can organize their activity in plot zones. To create a plot zone, first you have to click on the “Price Management” option in the “System” sub-menu (fig. 1). After that, click on the “Plot Zones” Read more…
How to manage accounts
The accounts are the profiles you use to log in the Backoffice application. For example, in the video below, we are logged in the “INSOFTDEV UK” account which belongs to the “Demo INSOFTDEV UK” company. Read more…
How to manage the individual and business clients
The clients can have two type of accounts, “Personal” and “Business”. To create a new account, first you have to click the “Clients” option in the “Utilities” sub-menu (fig. 1). The “Clients” page is a list containing all Read more…
How to manage client statements
Client statements templates can be modified from the “Notification Templates” option in the “System” sub-menu. Once you have entered the “Notification Templates” page, click the PDF category in the templates list (fig. 1). Once you are there, interact with the Read more…
How to manage invoice templates
Writing manually the same information over and over again can be frustrating sometimes. In order to create an invoice template, you will first have to access the “Notification Templates” option in the “System” sub-menu. The “Notification Templates” page Read more…