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Customer Account Settings
Account » Customers » Customer Account Settings
Choose the type of account, if it is a business account or a personal account. 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…
Account and Contact Information
Account » Customers » Account and Contact Information
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)…
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: …
Booking History and Account Settings
Booking apps » Reception Tool » Booking History and Account Settings
Booking history Passengers can see their trip history and re-play it, as well as the option to download their reports in the History section in PDF, XLS, CSV and JSON formats. Account settings Passengers can add favorite locations and link other users in the…
Create a customer account from Dispatch
Dispatch » Customer Accounts in Dispatch » Create a customer account from Dispatch
Click on the Customers button at the top of the Dispatch, which will bring up the Customers panel. On the right half of the panel, click on the Create button. Enter the details of your customer in the form. This includes their phone number, name, address and…
Edit a customer account from Dispatch
Dispatch » Customer Accounts in Dispatch » Edit a customer account from Dispatch
Click on the Customers button at the top of the Dispatch, and use the search bar at the top left of the panel to search for a customer. You will see the results under the Accounts column, select the customer you want to edit. Click on the Edit button. This will…
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…
Advanced Payment Options
Settings » General » General Settings » Advanced Payment Options
Allowed Payment Methods The following settings will determine the payment methods that you could have when selecting payment options in the Dispatch Console and Passenger App and when going through the payment process in the Driver App. Cash: If this is selected,…
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…
Customers
Account » Customers
Customer Account Settings Invoicing Account and Contact Information Payment Settings Linked Users E-tickets
Customer Accounts in Dispatch
Dispatch » Customer Accounts in Dispatch
For regular customers, you are able to use customer accounts that save their information so that it can be used quickly when booking, and to handle invoicing if the account is meant to be billed. These accounts can be created both from the Admin Panel and from the…
Reception Tool
Booking apps » Reception Tool
Link an Account for the Reception Tool Use the Reception Tool Booking History and Account Settings
Linked Users
Account » Customers » Linked Users
Invite account Type the email of the customer you would like to invite. Link 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…
E-tickets
Account » Customers » 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…
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…
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…
Adding and using preset jobs
Dispatch » Customer Accounts in Dispatch » Adding and using preset jobs
Saving a ride (preset job) to a customer account This is useful if the customer requests the same rides on a regular basis. This way you will “save the ride”, and you won’t have to type the same addresses and information over and over. You will also…
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…
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…
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…
IVR
Booking apps » IVR
IVR (Interactive voice response) can help your customers who has a customer account to make a booking from designated spots, e.g their customer adress or a designated spot such as a Airport Terminal or a Train station. When a customer calls your IVR, depending on…
Reports
History » Reports
In this section of the admin panel, History > Reports, you can generate various types of reports on the usage of the system. These reports generate information from previous jobs. Here’s how to check on jobs for a Customer account. 1. Press the drop down…
Store preset locations
Dispatch » Customer Accounts in Dispatch » Store preset locations
Predefine the customer’s home and work place. Click on the Customers button at the top of the Dispatch, and either Create a customer or Search for one, in order to edit their information. Start creating a new “Job”, but instead of a normal…
How It Works
Account » Billing » How It Works
Here you will find information about how TaxiCaller works. If you manage a fleet over 20 vehicles contact [email protected] and ask for our volume discounted price packages. If you want to learn more about billing please click on the following section How it…
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 the job is offered to them: If enabled, it will allow you to notify the driver…
The Dashboard
The Dashboard
The Dispatch is the first screen you will see after creating an account. To start setting it up you can change to Admin Panel where you can select your preferences. To do this select the button on top “Admin”. This panel will show you an overview of…
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. …
Payment Settings
Account » Customers » Payment Settings
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 the passengers of a certain company, you…
Jobs with special priorities
Dispatch » Main » Jobs with special priorities
You can set special priorities for certain jobs if you want them to get assigned first. To do this you can use the Dispatch Console directly when you are creating a new job. Scroll down to the Extras section and under Priority select a level. It will go from 1 to 5,…
Passenger Blacklist
Account » Passenger Blacklist
It is possible to block a passenger either from the dispatch console or the admin panel. To block a passenger in the admin panel: Click on “Blacklist Passenger”, Select if you want to block a specific email address, phone number or address. In value,…
Import and Export Zones
Settings » Zones / Assignment Zones » Import and Export Zones
If you wish to have a back up of your zones, to copy your assignment zones to your tariff zones, or to transfer your zones to a different TaxiCaller account, you can import and export zones as GeoJSON files. Exporting Go to Settings > Zones in the Admin…
Custom Reports and Editor
History » Reports » Custom Reports and Editor
Custom Reports If you need to generate reports with information that is not easily displayed in the Standard Reports, you can use Custom ones. We have 5 built-in types, namely for Account jobs, Driver jobs, Finished jobs, Multi company and Zone-report. They generate…
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…
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 Swedish…
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.…
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…
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…
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…
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…
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…
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…