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Anonymize Customer Accounts
History » Anonymize » Anonymize Customer Accounts
You can anonymize by searching customer accounts:
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 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)…
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…
Settings
Settings
General Users Vehicles Zones Tariffs POIs – Points of Interest Driver App Notifications
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…
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…
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…
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…
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…
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…
Notifications Settings
Settings » Notifications » Notifications Settings
In this section, you will be able to manage the source of the notifications from your company.
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…
Your Billing Information
Account » Billing » Your Billing Information
In here you can view and change your billing and contact information.
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…
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…
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.…
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…
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…
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…
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…
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…
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:…
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…
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…
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 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…
Customers
Account » Customers
Customer Account Settings Invoicing Account and Contact Information Payment Settings Linked Users E-tickets
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,…
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…
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. …
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…
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…
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…
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…
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…
Notifications
Settings » Notifications
Customer Internal – Email Receipts Notifications Settings Notifications Tags The Envelope App
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.
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…
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…
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…
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…
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. …
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…
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…
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…
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…
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”…
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…
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…
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: …
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…
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…
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…
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…
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…
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…
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…
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…
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…
Reception Tool
Booking apps » Reception Tool
Link an Account for the Reception Tool Use the Reception Tool Booking History and Account Settings
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…
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…
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…
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…
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 >…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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,…
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…
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…
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…
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. …
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…
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…
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…