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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…

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,…

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 Console, allow that a dispatcher can…

Anonymize Customer Accounts

History » Anonymize » Anonymize Customer Accounts

You can anonymize by searching customer accounts:

Advanced Dispatch Console Options

Settings » General » General Settings » Advanced Dispatch Console Options

Configure alerts and appearance options for the dispatch console Dispatch Console Dispatch shows jobs for This setting determines how far back in time the dispatch console will show job history. Alert dispatcher about special events that require attention This…

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…

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…

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…

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…

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…

Vehicle Booking Options

Settings » Vehicles » Vehicle Booking Options

Booking options are to define what vehicle Classes appear and can be booked by passengers in the Passenger apps Add booking options, this creates a new Booking option for the Vehicle class you’ve created. In the new Booking option you’re able to define the…

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…

Advanced scheduling, tariffs and tariff rules

Settings » Tariffs » Setting Tariffs » Tariff Rules, Groups and Extras » Advanced scheduling, tariffs and tariff rules

When creating a custom schedule, for example, to prepare for a special holiday, it is important to take into consideration a few important points. The custom tariff schedule can’t conflict with the existing schedule, and there should not be overlapping time frames…

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…

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…

Receipts (for driver app)

Settings » Driver App » Receipts (for driver app)

Introduction The TaxiCaller Driver App supports in-car receipt printing. Keep in mind that in order to use this setting you need to have a physical printer paired with the TaxiCaller driver app. We currently support the Star LM-200 printer, as well as any generic…

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…

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)…

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:…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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,…

Vehicle Classes

Settings » Vehicles » Vehicle Classes

Vehicle classes are to differentiate the different vehicle catagories that customers can select when booking, depending on the size, feature, model e.g, Luxury model; Large etc.The system will recognize your vehicle classes and automatically assign it to your…

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…

Automatic accounting and driver balance

Dispatch » Preferences » Automatic accounting and driver balance

*If you are new to Automatic Accounting please check the following article first with step-by-step instructions: http://www.manula.com/manuals/taxicaller-nordic-ab/special-features/1/en/topic/automatic-accounting-for-drivers Once you have set up Automatic Accounting…

5. The menu bar

Dispatch » Main » 5. The menu bar

At the top of the screen you will see a black bar with blue menu buttons. From here you can: Search jobs view. edit and reuse information from Closed jobs create and manage Customers view Alarms Send and receive Messages view Alerts a job is cancelled or…

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…

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…

Tariff Rules, Groups and Extras

Settings » Tariffs » Setting Tariffs » Tariff Rules, Groups and Extras

Tariff Rules Tariff rules are the criteria the system uses to compute how much a customer must be charged for a specific job. The system will automatically select the tariff based on several factors such as the booking source, vehicle type, number of passengers and…

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 Dispatch> Settings > General. Configuring the promotions Create a new promotional offer using…

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…

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…

Internal – Email

Settings » Notifications » Internal – Email

Send internal emails to your company crew. You can send automatic emails for different status of the job to your personal. You can also add personalized messages using the tags in the tag section. The internal emails notifications are configured in the same way the…

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.

Waiting Rate

Settings » Tariffs » Setting Tariffs » Waiting Rate

The waiting rate is an option you can set to charge the customer if the driver requires to wait for the passenger at some point while doing the ride. The wait button on the driver app it is only visible when the passenger is on board (POB). The waiting fare will only…

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…

Preferences

Dispatch » Preferences

You can customize some aspects of the dispatch by going to the Preferences tab. View Settings From the Preferences tab you can open the Jobs Overview and the Map in separate windows instead of the embedded form that is the default. Job Editor and Search If…

Notifications

Settings » Notifications

Customer Internal – Email Receipts Notifications Settings Notifications Tags The Envelope App

Customers

Account » Customers

Customer Account Settings Invoicing Account and Contact Information Payment Settings Linked Users E-tickets

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…

Adding a new job

Dispatch » Main » Adding a new job

1. Enter the Location and Time Enter the pick up address in the “pick-up” field and the destination address in the “Drop-off” field. You can also drag the pick up and drop off flags into the map at the center of the screen. If the…

3. The map

Dispatch » Main » 3. The map

In the center of the window you will see a map showing all the vehicles in their real-time positions. At the top left you can also see how many vehicles are currently active, and which are free, busy or away. You can zoom in and out of the map by using the mouse…

Messages in Dispatch

Dispatch » Messages in Dispatch

Messages in Dispatch is to send chat messages, static message, scheduled messages or to send a push notification for your RPA (If applicable). Chat Chat is to send direct messages to drivers, individuals or dispatchers. You can send text or voice messages. Send…

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. …

Statistics Goal

History » Statistics » Statistics Goal

Set up statistic goals In the statistics section under Goals you can setup goals for your company. These can be used to have a goal to improve your company for Customers, Bookings or earnings. To add a statistic goal, press Add metric. After clicking add metric…

Using the external softphone (SIP)

Dispatch » Main » Using the external softphone (SIP)

To use this feature, you will need the following: A VoIP service that is available in your area. A dispatcher user enabled for the use of the SIP phone. The Softphone software installed in your computer. 1. A VoIP service that is available in your area. To see…

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…

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…

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…

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…

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…

Supported providers

Dispatch » Main » Using the external softphone (SIP) » Supported providers

While you can choose any provider that suits your needs, we can recommend those providers that we have already worked with. Please remember that some of these providers are only supported in some countries, if the one you’re interested in is not listed,…

Redeeming and using promotions

Account » Promotions » Redeeming and using promotions

Using promo codes and booking a job In the passenger app, start to place a booking. After setting the pick up address and arriving to the booking details view, you can select to use a promo code. Do this by pressing Payment Method in the booking form, then tap…

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: …

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. …

Using Points of Interest (POIs)

Dispatch » Main » Using Points of Interest (POIs)

When booking from dispatch, you are usually able to look for places that are indexed in Google Maps, such as airports or famous buildings, just by typing the beginning of the name, for example Newark Airport. But you may have certain places that are popular pick up…

Tariffs Schedule

Settings » Tariffs » Tariffs Schedule

While the creation of tariff zones is optional, you need to add at least one schedule before you can establish the tariffs in the next section. The simplest schedule you can add is a single Standard one that covers every day at all times. However, you can also create…

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…

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…

1. Pick up and drop off

Dispatch » Main » Adding a new job » 1. Pick up and drop off

Here you can type in the pick up and drop off addresses for a new job. The address lookup will give you suggestions as soon as you start typing an address in these fields. You can also drag the pick up and drop off flags into the map at the center of the screen.…

The Envelope App

Settings » Notifications » Notifications Settings » The Envelope App

You can download the Envelope app directly from Settings>Notifications>Settings in the Admin Panel. Scroll down to the Apps subsection. Transfer it to the device you wish to use as a dedicated messenger. Log in with a messenger user. !Please be advised that…

Jobs Overview

Dispatch » Jobs Overview

If you click on the rightmost button on the menu bar, you can access the Jobs Overview. Entering the Jobs Overview This part of the system can help you keep track of all the jobs that are active or have been completed for the last 4 hours. Change Columns:…

Search Jobs

Dispatch » Search Jobs

Search jobs is for when you need to search for a specific job that’s been closed or is still open. In the details tab you can type in the specific details of the job, i.e if you only remember the customers name or the phone number. On the left hand side, you…

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…

Shift Settings

Settings » Planning Shifts » Shift Settings

Shift settings The shift settings are designed to give you increased control over your drivers’ working habits. Keep in mind that this feature can prohibit drivers from working hours they like or taking jobs when they like so it may not be suitable for all business…

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.…

User Tags

Settings » Users » User Tags

Create user tags In the Tags tab you can create tags which you can later set on your drivers and dispatchers. You can fully customize which tags to add and you can create up to 25 tags of each kind. To create them or edit them, click on the Add button at the…

Reception Tool

Booking apps » Reception Tool

Link an Account for the Reception Tool Use the Reception Tool Booking History and Account Settings

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…

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 >…

Flat Tariffs

Settings » Tariffs » Setting Tariffs » Flat Tariffs

*Zone Tariffs override Flat Tariffs, so choose them carefully. Flat tariffs are normally used for trips between cities but they can also be used within the city if your company requires it, although it is more recommended to use zone tariffs for trips between cities.…

Closed Jobs

Dispatch » Closed Jobs

Closed jobs are to look up closed jobs, closed jobs dialog is not for open jobs. In the closed jobs you get a brief summary of the jobs that have been done. There’s two buttons 1. Opens the job in Search jobs for further inspection. 2. Copies the job and…

User Permissions

Settings » Users » User 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…

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…

Using previous jobs to speed up dispatching

Dispatch » Main » Using previous jobs to speed up dispatching

You can quickly copy and reuse previously created jobs in order to speed up the work as a dispatcher. Return rides If you have created a ride for a passenger, and then wish to create a ride in the opposite direction, you can use the “Prev. Return”…

User Permits

Settings » Users » User 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…

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: Search by…

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).

Tariff Zones

Settings » Tariffs » Tariff Zones

If you have already created Assignment Zones, the creation of tariff zones is similar, although its purpose is quite different. Tariff zones are used to create specific tariffs that you want to apply when billing based on the area the job was performed. Tariff zones…

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.

Tariffs

Settings » Tariffs

In the following section, you will be able to set the tariffs and rules you would like to follow for your company. Create Tariff Zones Configure your Tariff Schedules Setting Tariffs

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…

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. …

6. The vehicle list

Dispatch » Main » 6. The vehicle list

At the bottom of the page you will see all active vehicles along with its status, driver and current job. At the bottom right you will see three tabs, namely Vehicle List, Future Jobs and Late job List each with a different view and additional information. If…

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…

Alarms

Dispatch » Alarms

This feature exists for the safety of the driver and allows them to discreetly and silently send a signal to the dispatcher. When they press the alarm button on the Driver App You will receive a sound alert and the Alarms panel will pop up in your dispatch screen. …

Alerts

Dispatch » Alerts

You will get an alert in certain situations, for example if a ride is canceled or was flashed (too short). You will be able to see these by clicking on the Alerts button at the top of the Dispatch screen.

Planning Shifts

Settings » Planning Shifts

Planning Shifts will allow you to manage your drivers’ work schedules to allocate and optimize your resources. You will have plenty of room to plan the schedule of your drivers through the shift section. The first step you will need to follow is to generate the…

Glossary of Terms and Definitions

About this manual » Glossary of Terms and Definitions

CLR button – Clearing button, it is the button the driver can press in the driver app when they are close to the drop-off point and will soon be ready to receive a new job. POB – Passenger on board. POI – Point of interest. T-minus – The time…

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…