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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…
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…
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…
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…
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…
Notifications Settings
Settings » Notifications » Notifications Settings
In this section, you will be able to manage the source of the notifications from your company.
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).
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…
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…
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…
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…
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
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…
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…
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…
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…
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…
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,…
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…
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…
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…
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:…
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.…
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,…
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…
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…
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…
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…
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…
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.…
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…
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: …
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. …
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…
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…
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…
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…
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…
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…