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About this manual
About this manual
This manual explains all the functions of the TaxiCaller Admin Panel. You will find detailed information that will guide you through the process of setting your company in the system. If you require further assistance do not hesitate on contacting us via our chat. We…
Users Permits
Settings » Users » Users Permits
Manage permits for your drivers and dispatchers With Permits you can personalize which permits and licenses should be required of users depending on your local regulations. Access this by going to Settings > Users > Permits in the Admin Panel. To start editing this…
Vehicle Permits
Settings » Vehicles » Vehicle Permits
Manage permits for your vehicles With Permits, you can personalize which permits and licenses should be required for vehicles depending on your local regulations. This works in the same way as the user permits. Access this by going to Dispatch > Settings > Vehicles >…
The Dashboard
The Dashboard
The Dashboard is the first screen you will run across after you create your account. This panel will show you an overview of your company numbers, easy access to the most relevant information of your business and links to material that will guide you through the…
General Settings
Settings » General » General Settings
*Once you are done with configuring this page, don’t forget to click on Save to preserve the changes you have made! The General Settings control the overall behavior of the components of the TaxiCaller Admin System. Company ID The Company ID is the unique…
Getting started with the App
Settings » Driver App » Getting started with the App
To get started with the driver app download the app in the App Store or Google Play Bottom and visit the Driver App Manual.
Companies
Settings » General » Companies
In this section, you will be able to configure the profile of your company. And if you would like to have a multi-company profile follow to Create New Companies Section to know more about how to create new company. If you have a multi-company profile you will need…
Assignment Settings
Settings » General » Assignment Settings
These settings control the way jobs will be assigned from the Dispatch Console to the drivers, and how the jobs will show in the Driver App. Auto Dispatch Enable or disable automatic assigning and dispatching of jobs. If Auto Dispatch is disabled, you will have to…
Advanced Options for Users
Settings » Users » Create and Modify your Users » Advanced Options for Users
To access to the advanced options for users click on the arrow to display de menu. General In this section, you can specify if your user is going to be a messenger. You can also add an Address and a Note for the user if desired. This information will not be…
Online Booking Settings
Booking apps » Online Booking » Online Booking Settings
In the online bookings section you can configure everything you need to make sure your passengers can book rides from different sources, like the passenger app or the web form that you can add to your own website. *The first thing you need is to verify your license…
Other Advanced Features
Settings » General » Assignment Settings » Other Advanced Features
Driver Information In this section, you will be able to manage all the features on how would you like to show the job information to the driver. SMS notify a driver set to away when job is offered to them: If enabled, it will allow you to notify the driver (via…
Advanced Zone Queues
Settings » General » Assignment Settings » Advanced Zone Queues
Advanced Zone Queues will let you set the rules of job assignments of the Assignment Zones that you can configure in the Zones Section of the Admin Panel. Always respect zone queue: When this is active, if two vehicles are closer than 2 km from each other, the…
Advanced Auto Dispatch
Settings » General » Assignment Settings » Advanced Auto Dispatch
Advanced Auto Dispatch will let you set the rules of how the Dispatch Console will send the jobs to the drivers, and how the jobs will show in the Driver App. Require vehicles to accept an assigned job: You can give the drivers an option to accept/decline jobs in…
Using Notification Groups
Settings » Notifications » Customer Notifications » Using Notification Groups
You may wish to send a specific type of message to only certain customers. If your company has VIP customers, for example, you can send custom emails and text messages with special offers or greetings just for them. To do this: Click on the + button next to Group:…
Billing Overview
Account » Billing » Billing Overview
In the billing section you will be able to add funds, activate vehicles and see your rates and other information. *If you have just created your account, you might see a message Billing not enabled. If so, please contact us so we can enable billing for you with the…
Users Permissions
Settings » Users » Users Permissions
Establish permissions for drivers and dispatchers In this section, you will be able to change the permission levels for your users regarding a variety of actions such as creating and editing jobs or suspending vehicles and drivers. To start editing this feature click…
Advanced Payment Options
Settings » General » General Settings » Advanced Payment Options
Allowed Payment Methods The following settings will determine the payment methods that you would like to have when selecting payment options in the Dispatch Consol and Passenger App and when going through the payment process in the Driver App. Cash: If this is…
Redeeming and using promotions
Account » Promotions » Redeeming and using promotions
Redeeming promo codes In the passenger app, open the menu by clicking the button in the top left corner. Hit Promo codes and then “Redeem promo code”. Now type in the code we specified in step 1. In this example we used “HOLIDAY” as a code. Type your…
Button Settings
Settings » Driver App » Button Settings
Create custom buttons on the driver app menu with a link to a URL of your choice. Press on the green plus sign to create a button. Write a name for the button. Write the URL where the button will lead. To add more buttons, return to the first step. Press Save…
Link Passengers to an Account
Account » Customers » Accounts » Link Passengers to an Account
This feature can be used along reception desk booking. This can be useful for companies who have one person who books all the taxi rides for the company’s employees. This feature can also be used by, for example, hotels and restaurants to easily book a taxi for…
Advanced Appearance Options
Settings » General » General Settings » Advanced Appearance Options
Configure the appearance of the Dispatch Console with additional options. Color code job depending on the state: Will display jobs in different colors depending on the state: Green – Available / Dropped off Blue – Callout Orange/Yellow –…
Zone Tariffs
Settings » Tariffs » Setting Tariffs » Zone Tariffs
Zone tariffs will let you create different tariffs depending on the area the job took place. To work with zone tariffs, you can set a price for each zone. If you have created different schedules in the previous section, you also will be able to create a tariff for…
Zones / Assignment Zones
Settings » Zones / Assignment Zones
!Note that these Zones are different from the Tariff Zones. Assignment Zones: Defined areas to assign jobs to the drivers depending on their position. Tariff Zones: Defined areas that you will set to determine the price you will charge for providing a job in that…
Create and Modify your Users
Settings » Users » Create and Modify your Users
Here you can add and manage your users, drivers, dispatchers and messengers. When you first create your account at TaxiCaller you will automatically have at least one driver and one dispatcher so that you can begin trying out the system without any extra complications.…
Setting Tariffs
Settings » Tariffs » Setting Tariffs
It’s now time to finally configure the actual tariffs making use of the Tariff Zones and Schedules. By Default, your tariff will be named Standard but you can change this name. Make sure that you have the appropriate currency at the top of the screen, as…
Company Discounts
Account » Customers » Accounts » Company Discounts
In the customers section you can apply company discounts to specific business accounts. To apply discounts: Select the account you want to edit Scroll down until you see Company discount: and click on the Edit button. If you’re offering a discount to…
Create a Customer Account
Account » Customers » Accounts » Create a Customer Account
Customer accounts can be used to make booking extra easy for regular customers. There are two different types of customer accounts: business and personal accounts. In each customer account, you can specify whether the customer should pay for the trips directly (direct)…
Other Advanced Options
Settings » General » General Settings » Other Advanced Options
Permissions Determine basic permissions for drivers and dispatchers. For more advanced permissions settings, please check the Permissions Section. Permissions for Dispatchers: Allow direct assignment: In the Dispatch Consol, allow that a dispatcher can directly…
IVR Actions
Booking apps » IVR » IVR Actions
IVR stands for Interactive Voice Response. The IVR booking feature allows passengers to call a number to automatically place their booking without the intervention of a human dispatcher. *You must have an account with Twilio to use this feature. Please look at the…
Promotions
Account » Promotions
!This feature is available for Rebranded apps only. *After configuring your promotions, make sure you enable them in the Advanced Payment options of the admin panel under Dispach > Settings > General. Configuring the promotions Create a new promotional offer using…
Use the Reception Tool
Booking apps » Reception Tool » Use the Reception Tool
Book favorite locations If the client already has favorite locations set up from their passenger app account, they will already show up in the address fields as options. If they have not set up favorite locations, they will go to the Account tab to do this. …
Embed Web Form
Booking apps » Online Booking » Embed Web Form
Go to the second tab under Booking Apps > Online booking > Embed web form in the Admin Panel to generate your embed code. You can insert this code in your website so that it will display the booking form. Select your desired Map Size between Small, Medium and…
Notifications Settings
Settings » Notifications » Notifications Settings
In this section, you will be able to manage the source of the notifications from your company.
Standard Reports
History » Reports » Standard Reports
In this section of the admin panel, History > Reports, you can generate various types of reports on the usage of the system. Before you can generate the reports, you naturally need to have entered at least some jobs to the system, for there to be any results to…
Agreements
Account » Agreements
In this section, you will find a list of bilateral agreements between Your Company and Taxicaller. As for example, the General Data Protection Regulation (GDPR).
Promotions Usage
History » Promotions Usage
*To learn how to set up your promotions, click here: Create promotions. In this section under History > Promotions usage, you can track the usage of the promo codes. Select the promo code from the drop down menu to view the usage data for each one.
Create and Modify your Vehicles
Settings » Vehicles » Create and Modify your Vehicles
Navigate to the Vehicle section of the Admin Panel, to create and manage your vehicles. In this view, you will see a vehicle list. You can use the search bar at the top to easily filter through a large number of vehicles. You can configure the basic options directly…
Taximeter Tariffs
Settings » Tariffs » Setting Tariffs » Taximeter Tariffs
Taximeter tariffs will enable an in-app taximeter in the driver app for calculating the price of the job. To enable taximeter tariffs you must check the box “Enable the in-app taximeter” in the admin panel that you will find in settings>general>payment…
Vehicle Types
Settings » Vehicles » Vehicle Types
It is possible to define new types of vehicles depending on your business needs. With this feature you will only need to type the vehicle type that you need and save it. It automatically will appear for selection on the list of vehicles of the previous section. …
Driver Ratings
History » Driver Ratings
When your passengers give ratings to your drivers, you can check the results in this section at History > Driver ratings. You will be presented with an overview of the ratings, but you can view individual drivers at specific dates selecting the options at the top and…
Messages
History » Messages
You have access to the chat message history between your dispatchers and drivers. To do this, access History > Messages in the Admin Panel. Choose sender, receiver, and date and click on Search. To configure your message options, check the Messages Tab under…
Notifications Tags
Settings » Notifications » Notifications Tags
You can find this feature by going to Settings>Notifications>Tags in the Admin Panel. You can create personalized messages for your rides adding the following tags to the message in the Customer section and Internal-Email section.
Points of Interest
Settings » POIs – Points of Interest » Points of Interest
This feature allows you to add points on the map for places that aren’t indexed by Google Maps or simply to speed up the booking process. Dispatchers only need to start typing the name of the POIs in the pick up or drop off address bars for them to be selectable.…
Account Signature
Account » Customers » Accounts » Account Signature
Account signatures can be used to require account customers to sign for their payments in the driver app. Enable account signatures You can enable this feature in two ways: a. For all accounts: Go to Dispatch > Settings > 1. General Find Billed in the…
Bank
Account » Bank
Set up automatic accounting With automatic accounting for drivers, you can assign a balance or allowance to each driver and make a charge for each job that is dispatched to them. This feature allows you to set your fare charge rate for each driver and track driver…
IVR Menus
Booking apps » IVR » IVR Menus
Configure the Menus Select the Menu tab and click on Add new menu Give your menu a name and click on Create In here you can once again select the desired language and voice. Add a greeting which will be said before listing the options. You can add up to 10…
Messages
Settings » General » Messages
Message Settings In this section you can: 1. Set preset messages that your dispatchers and drivers can add with a single button click. 2. You can also configure the message permissions For example, if your users can send instant messages and voice messages…
Vehicle Tags
Settings » Vehicles » Vehicle Tags
Vehicle tags is a feature that will let you add more information on the services that you provide to fully customize a job. The system will allow you to add up to 25 tags. To create them or edit them, click on the Add button and then click on Save when you’re…
Customer Notifications
Settings » Notifications » Customer Notifications
You can find this feature by going to Settings>Notifications>Customer in the Admin Panel. Send emails and SMS to your passengers You can send automatic emails and SMS to your passengers at several different stages of a ride. For example at the moment when a…
Anonymize
History » Anonymize
In the Admin Panel you can access the new section Anonymize as part of the GDPR compliance. There you will be able to manage, download or delete the data of current customers and jobs. You can access this section by going here…
Jobs
History » Jobs
How to edit job details In the section called “Jobs”, all your closed jobs will be listed. Here, you can both view and edit any information of a job. Any changes made here will be applied to the job in the database, so when you generate reports afterward,…
POI categories
Settings » POIs – Points of Interest » POI categories
Create categories for your POIs. Creating categories is not a necessary step for the use of this feature, but it is useful when you have a large amount of POIs. You can create up to 100 different categories, for example Libraries or Restaurants. Go to the second…
Receipts
Settings » Notifications » Receipts
Send receipts to your passengers! To be able to send receipts to your passengers, configure the settings in Settings>Notifications>Receipts in the Admin Panel. The fields in this section will contain the information you wish to display in your receipts. …
Invoicing
Account » Customers » Invoicing
This allows you to generate finished invoices for your account customers. Once an invoice is generated, you simply download it to your computer, and it’s ready to be sent. To generate invoices: Choose Account > Customers in the Admin Panel and select the…
Booking History and Account Settings
Booking apps » Reception Tool » Booking History and Account Settings
Booking history Passengers can see their trip history and download their reports in the History section. In order to keep track of payments and important trip information, clients can go to the History section to see and download their trip history reports in PDF,…
Set up your Twilio account
Booking apps » IVR » IVR Actions » Set up your Twilio account
Signing up with Twilio If you don’t yet have a Twilio account, please follow these steps, otherwise go to the next section below to configure your Twilio account with TaxiCaller. To create an account with Twilio, visit the following link: …
About us
About us
Since 2011, TaxiCaller has provided indispensable software to hundreds of taxi, limo, private hire and car service companies. We’ve become the specialist in cloud-based dispatching, with a global presence in over 60 countries and 6 continents. Developed by…
Replay
History » Replay
Replay traces the routes for all your vehicles in areas. See where all or just one of your vehicles have been at any time. To access this go to History > Replay in the admin panel. You can watch the following video to see it in action: How to use: Select a…
E-tickets
Account » Customers » Accounts » E-tickets
You can create and give away batches of taxi vouchers (e-tickets) for cheaper or free taxi rides to your corporate customers. !To be able to choose the eTicket option in the Driver App you must have enabled the advance payment flow under…
Link an Account for the Reception Tool
Booking apps » Reception Tool » Link an Account for the Reception Tool
Customize with company details Customize your reception tool with your company logo and colors. Go to Booking Apps > Reception tool to choose your unique setting or use the following link: Reception tool Choose a custom URL for your reception tool. Simply type…