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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.

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…

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…

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)…

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…

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…

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…

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…

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…

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…

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…

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…

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.…

4. Unassigned, assigned and active jobs

Dispatch » Main » 4. Unassigned, assigned and active jobs

On the right-hand section you will see the jobs which have been entered to the system. By clicking on the tabs “Unassigned”, “Assigned” or “Active” you will see information about these jobs. *The blue color means this job has…

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…

Permits in Dispatch

Dispatch » Permits in Dispatch

Approve a driver permit Driver and vehicle Suspensions Alarms and Alerts

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

Your Billing Information

Account » Billing » Your Billing Information

In here you can view and change your billing and contact information.

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…

Main

Dispatch » Main

After slecting the dispatch console you will be taken to the main view where you will see the following screen: 1. Pick up and drop off 2. Entering job details 3. The map 4. Unassigned, assigned and active jobs 5. The menu bar 6. The vehicle list 7. The…

Create New Companies

Settings » General » Companies » Create New Companies

To create a new company go to the main page or dashboard and click Create a New Company in the section Your Companies. When setting up new companies you will need to provide general information about the company, currency, payment and extra services you might…

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. …

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…

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…

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…

Suspensions

Dispatch » Suspensions

Suspensions tab is to view which driver is suspended. The suspended tab shows the date the suspension started and when it ends, it also details the reason, driver and vehicle.

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…

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…

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…

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…

Users

Settings » Users

Create and Modify your Users User Tags User Permits User Permissions

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,…

General

Settings » General

Under Settings>General you will find most of the features that you will be using to set your company. The settings will be displayed in four tabs. Under General you will be able to set the time, time zone, payment methods, activate/deactivate promotions, and…

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…

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…

Vehicles

Settings » Vehicles

Create and Modify your Vehicles Vehicle Types Vehicle Tags Vehicle Permits Vehicle Archive

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. …

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: …

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:…

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…

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…

Reception Tool

Booking apps » Reception Tool

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

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…

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 >…

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…

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…

Vehicle Archive

Settings » Vehicles » Vehicle Archive

In the Vehicle tab you can Archive a vehicle when you’re not using it. You can see a list of these archived vehicles in the last tab Archive. Archived vehicles will not be billed and furthermore you will not be able to use them. To bring a vehicle back…

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…

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…

2. Entering job details

Dispatch » Main » Adding a new job » 2. Entering job details

The rest of the left-hand section will allow you to specify information about a new job, or edit a job that has already been created. The buttons at the bottom of this section will also allow you to check or book a job. *Please refer to the next section Adding a…

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…

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…

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…

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…

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…

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…

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”…

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…

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…

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…

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…

7. The zone queues

Dispatch » Main » 7. The zone queues

At the bottom right side you will see the position of the vehicles in their respective zone queues. Click on a vehicle’s number in order to get additional information about it. *The vehicle closest to the left in the top row of each zone will be considered…

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…

Modifying an existing job

Dispatch » Main » Modifying an existing job

Select a job from the right side of the screen, be it an unassigned, assigned or active job that you want to modify. When you click on this job, the details for it will show on the left side of the screen. Press on the Edit button Modify the job as…

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…

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…

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…

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…

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…

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…

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…

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).

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.

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:…

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,…

Approve a driver permit

Dispatch » Permits in Dispatch » Approve a driver permit

Click on the hamburger button at the top of the dispatch screen and choose Permits. If a driver has submitted a new permit to be approved, it will appear under the tab Pending Permits. You will be able to save the permit by clicking on the file name – if…

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…

Shift Schedules

Settings » Planning Shifts » Shift Schedules

To create a new Schedule: select under Schedule>New schedule enter the name of the schedule and click on “add” to select the working hours of that particular driver Save the changes before you leave the page.

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…

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…

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…

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…

Statistics Dashboard

History » Statistics » Statistics Dashboard

See your company statistics In the statistics section under History you can see several statistics about your company such a number of bookings per week. You can also set goals and track their progress. *You need to set up tariffs before you can access these…