UserGuide

This document will help you to get to know how to use Smart2car, so please
read this guide carefully. The system is designed to be intuitive and user-friendly.
After reading this guide, you will be able to achieve maximum control of the dispatch
system.
Our Youtube channel, Knowledge base with instant answers can also be of help for any
questions.

Contents
1. WebBooker Application
New booking page
Register page
Sign in page
Forgot your password
2. Backoffice Application
Login page
Dispatcher Dashboard.
Tracking & Monitoring Dashboard
Bookings
New booking page (Instant booking)
New booking page (Prebooked booking)

New booking page (Recurrent booking)

New booking page (Airport booking - Arrival)
New booking page (Airport booking - Departure)
Manage page (Instant booking)
Bookings List page
Drivers list page
New driver page
Audit
Utilities
Clients List
Timeline Alocator
Clients Statements
Invoice History
Drivers Scheduler
Internal Documents
Reports
Statements and Accounting
GPS Tracker
System Configurations
Global Settings
Operational Areas
Booking Time Restrictions
Booking Extras
Booking Cancel Reasons
Driver Delay Penalties
Mobile Driver Application
Backoffice Application
Mobile Passenger Application
Company Details and Localization
Addresses Database
External APIs
Map and Direction
SMS Gateway
Email Delivery
1

Payment Methods
Price management
Plot zones
Charging rules
Vouchers
Fleet Management
Automatic Dispatcher
Automatic Dispatcher Plot Zones
Automatic Dispatcher Config | Rules
Webbookers Management
Notification Templates
Driver Accounting Rules
Driver Accounting
Driver Accounting History

WebBooker Application

Newbookingpage
The new booking page is usually found integrated in websites and it is designed
to be simple and intuitive for every client. Making the booking or getting a quote are
just a few clicks/taps away when using the web-booker.

Sign in into your account(if you have already an account).

Create an account (if you do not already have one).

Go to Home screen.

When do you want to be picked up by the driver?

INSTANT - as soon as possible (pick-up date cannot be edited)
PREBOOK - pick-up date can be manually set
AIRPORT - select it if you want to be picked up or dropped off to an
airport address
- new fields for flight details will be displayed

Click on the field to select from calendar the day when you need to
be picked up.

Journey pickup hour when you need to be picked up (use arrows to

select the correct hour)

Journey pickup minutes when you need to be picked up (use arrows

to select the correct minute or you can write them manually)

Write the pickup address and select the best match from the listed
bellow

Pick-up address icon.Click on it and nothing will happen.

10

Write the pick-up details for the address selected in the field from
point 8.

11

Add a stop on the way(or diversion,or VIA)

12

Write the VIA address and select the best match from the listed
bellow

12

Click on it and something will happen,the VIA address will be

deleted.

13

VIA address icon.Click on it and nothing will happen.

14

Write the VIA details for the address selected in the field from point
12.

15

Write the drop off address and select the best match from the listed
bellow

15

Drop-off address icon.Click on it and nothing will happen.

16

Write the drop-off details for the address selected in the field from
point 15.

17

Select the number of passengers for this journey(e.g.: -if you are 6
passengers,select the 5-8 type)

18

Car types available for the number of passengers selected by you.

19

Mouse over on each type and you will see a list of cars offered by the
company for the selected car type.

20

Type of baby seats available(the maximum number allowed will be

with one seat less than the number of passengers that a car type can
take)

21

The drop-down list with the baby seats number you can select for
each type.

22

Select how you will pay for this journey.

23

If you want a return booking,please select Yes.Other case,leave the

button on No(if you select Yes, the pick-up date for the return
booking will be required).

24

Click on the field to select from calendar the day when you need to
be picked up for the return journey (the other fields for return
journey will be automatically completed).

25

Hour for the return journey when you need to be picked up (use
arrows to select the correct hour).

26

Minute for the return journey when you need to be picked up (use
arrows to select the correct minute or you can write them manually)

27

The map where will be displayed the route of your journey.

28

Write passenger name.

29

Write passenger email address if you want to receive a confirmation

email.

30

Write passenger phone number to contact him easier

5

31

Write other details for this journey that you think we must take in
consideration.

32

Total price for the return journey(only for return journey).

33

Total price for this journey (only for first journey if you select also a return one).

34

Save this journey in our system(Booking ID will appear in a notification box).

35

Click on it and you will be able to print/save the journey details right
away.

Registerpage

In this page, the clients can create a client-account which is needed when
creating a booking. Everything is simple, the users just have to type in the
information that is required.

Sign in button that will redirect you to Sign in page if you have an
account created.

Write your name (first and last name / mandatory field).

Write your email address.(mandatory field)

Write your phone number.(mandatory field)

Write a password from 4 to 45 characters.(mandatory field)

Write the password again.(mandatory field)

Select your gender.(mandatory field)

Write the name of the city you are living in.(optional field)

Write the name of the street you live on.(optional field)

10

Write the postcode from your street .(optional field)

11

Write the residence number of your home.(optional field)

12

Click on the button to create the account.

Signinpage
The sign in page is self explanatory. It allows users(clients) to log into the
web-booker by typing in their credentials.

Write your email address.

Write the password of your account

Click on it to reset the password of your account.

Click on it to log into your account.

Click on it to create a company account (a different register form from

the client one will need to be completed).

Forgotyourpasswordpage

Write the email address of your account.

Click on it to receive the new password for your account.

Backoffice Application

Loginpage

To log in to your account, you have to type in your companys ID, e-mail
address and the password in browser URL address provided by the INSOFTDEV team.

1.

Write the API key(or Company ID) of the company you want to log in.

2.

Write your email address.

3.

Write your password.

4.

If you check this checkbox,it means that if you open the application in
a new browser tab after you log into the application your credentials
will be no longer required.(until you close all tabs you are logged in the
application)

5.

Complete all fields correct to be able to log into your account.Until

then,Sign in button will be disabled

TheDispatcherDashboard

The Dispatcher Dashboard can be accessed from main menu - Dispatcher; it is

the module of our product that facilitates the entrance and the management of
bookings . The main feature of this dispatch system is that you can make a booking in
less than 15 seconds, pressing just 3 buttons. As you can see in the following print
screen, it has an intuitive layout, being divided into 3 + 1 sections.
The first one, on the top left side, is the booking form where the operators can
make new bookings. It is provided with a lot of features, requiring many optional details
that can improve the services . Here is where just by pressing the button ASAP ( as soon
as possible ) and entering the addresses, you can make a booking in about 15 seconds.

The second section, in the middle of the page, is referring to the Drivers. Here
we can see the zones defined , the drivers queue, we can even see the drivers on the
map . We also have here 2 tables named Jobs in progress and Drivers Available ,
both being queues of jobs and drivers sorted by a rule like waiting time.

The third section is the one on the button of the page and it provides
information about the future bookings. Here we can select them after their status an
see the allocated, unallocated, in progress , done or canceled ones. We have also a lot
of other features for each one , like creating a return booking, filling the booking,
managing it, or we can locate it on map. The more details column offers us info about
flights, web booker, or the return booking.

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The last but not the least is the

Notifications & Chart section, which can
be displayed by pressing the arrow in the
bottom-right side of the screen. The
notification table is a live dynamic one,
which provides information about la last
changes of driver statuses. The Chart
section lets you load a forecasting which
generates a chart with information about
nr of jobs and drivers.

Tracking&MonitoringDashboard
One of the most important features of any dispatch system is that of Tracking and
monitoring the companys drivers. A good fleet management and an automated booking
process require also to have a clear view over your drivers position, their allocatedplotzone
and their availability at all times. And this is what Smart2Cartheintelligentdispatchsolution
offerstoyou.
Using the tracking module, which can be easily accessed from the backoffice panel
(Tracking button) you will have a full control and accuracy over your drivers on going jobs
and their exact position on the map at every moment of their shift. The system uses
OpenStreetMap for geolocation and the GPS technology for mobile devices in tracking the
position of the driver in real time. In this way dispatching the jobs to aparticular driverisonly
atoneclickdistance.

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No matter if you prefer to dispatch your jobs manually withthehelp ofyourcontrollers

or if you want to adopt the automatic dispatch, as the algorithm is simple inbothcases.Lets
takeitbyturn.
In the first case (manual dispatch) the controller will have all thetimeonthescreenof
hisPCthemapwiththepositionofthe drivers inrealtimeandtheiravailability.Hewillallocate
the jobs to the drivers and he will makesurethateach driverwill beatthepickuppointatthe
rightmoment.Hewillbeabletokeepintouchascloselyaspossiblewithallthefleet.
To set up the automated dispatch you willneedtoaccessSysConfigurationmenuand
choose the Automatic Dispatcher feature. There you can define someconfigurationrulesthat
the system will use in order to dispatch the jobs to your drivers: eg: cars rank, maximum
drivers, daysoftheweekwhenparticulardriversareavailable,passengersnumberandsoon.
You canalsodefine theplot zoneswhereyouwantyourdriverstooperate:eg:aroundCentral
London,aroundStanstedairport.
Another useful feature of this module is that it can track the flights within 3 working
days before the allocated job. In this way the operator or controller will be able to check and
updatethebookingtimewhenthisisnotcorrectlyprovidedbythecustomer.
Regarding the consumer's app this module enables passengers to locate their driver
in realtime with only one click. In thiswaythepassengerwillknowforsurewhen heneedsto
comeoutandmeethisdriver.
ForanyadditionalinformationonhowtheTrackingandMonitoringModuleworks
pleasefeelfreetocontactoneofoursupportengineersandaddressyourquestions.

12

Bookings
Newbookingpage(Instantbooking)

You can create new booking from the new booking page by filling in the
required fields. To get a price quote you only have to fill the pick-up address and the
drop off one. You will also get the route on the map for the selected addresses.

1.

As soon as possible (pick-up date will be in a few minutes from now).

2.

You will be able to set the pick-up date needed by client.

3.

Recurrent booking with a frequency set by you (as the client needs).

4.

Booking with pickup /drop-off from/to airport. Details about the

clients flight will be required.
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5.

The address from which the client should be picked up (select an

address from the drop-down list).

6.

The date when the client needs to be picked up.

7.

Details about the address from which the client needs to be picked up

8.

Add a stop on the way (diversion, VIA point).

9.

Stop on the way (diversion, VIA) address (select an address from the
drop-down list).

10.

Delete the stop on the way.

11.

Details of stop on the way address.

12.

The address where the client should be dropped off (select an

address from the drop-down list).

13.

Details about the address where the client should be dropped off

14.

The number of passengers for this journey(e.g.: -if client needs a

journey for 6 passengers,select 5-8 type).

15.

The type of car available for the number of passengers selected.

16.

Tip for driver left by client (Driver Tip).

17.

Time in which the driver waits for the client after the free time (extra
charge).
EWT-extra waiting time

18.

Number of infant child seats (10-13 kg, up to 1 year).

19.

Number of child seats (9-18 kg,1-3 years).

20.

Number of booster seats (15-25 kg, 3-8 years).

21.

Payment methods available (some of them can be extra charged).

22.

Click on Yes if client needs a return booking (Return date will be set).

23.

Set the return date.

24.

Set the return hour.

14

25.

Set the return minutes.

26.

Time in which the driver waits for the client after the free time for the
return booking (extra charge).
EWT-extra waiting time

27.

Total price for both bookings (initial booking and the return one).

28.

Search for a registered client using name/e-mail address/phone

number. Client details will remain completed until you click on Delete
details button-point 19.

29.

If is checked (or you check it after the client account was selected),
passenger details (point 33, 34 and 35) will be autocompleted with
client details.

30.

Client history will be displayed.

31.

Delete client details.

32.

Client details will be shown and can be changed.

33.

Write passenger name.

34.

Write passenger e-mail address.

35.

Write passenger phone number.

36.

Write other details for this journey. Client will be able to see them.

37.

Write other details for this journey that the operators should take into
consideration. Just operators will be able to see those observations
(just in the manage page).

38.

Total price for first journey.

39.

Total price for return journey.

40.

Click to see all details about the price(algorithm used and all taxes).

41.

Click to edit the Total Price for this journey (Total price will be
recalculated and replaced if changes that affect the price will be
made).

42.

Booking will be saved and manage page will be opened.

43.

Click to save booking in the system.

15

44.

Minimize booking page (can be reopened from Unsaved bookings list).

45.

Close booking page (all details wrote in this page will be lost).

Newbookingpage(Prebookedbooking)

This page is almost the same as the previous one, the difference being that you
have to set a specific pickup time in the future for when the client needs to be picked
up -hours and minutes can be set from those drop-down lists

1.

Set the pick-up date(or set the date when the client needs to be picked
up -hours and minutes can be set from those drop-down lists).
-rest of the fields are the same with the ones from the New booking
page(Instant booking)

16

Newbookingpage(Recurrentbooking)

In the new booking page - recurrent booking, you can create bookings for
clients that will need the cab services repeatedly like when they will do the same
route every two days.

1.

Set the first day when this journey should be done.

2.

Set the last day when this journey should be done.

3.

Set the days between the selected dates when this journey should be
done.

4.

Set the time when the client should be picked up (hours and minutes
can be set from those drop-down lists).

-rest of the fields are the same with the ones from the New booking page(Instant
booking)

Newbookingpage(AirportbookingFromAirport)

This page helps creating bookings for clients that will arrive at an airport. For
punctuality reasons, flight details are required: flight arrival time, airline name, flight
number, departure city. Also you have to type in a display name that will be shown by
the driver that waits for the passenger.
17

1.

Client needs to be picked up from an airport.

2.

Set the date when clients flight will arrive on airport (hours and
minutes can be set from those drop-down lists).

3.

Write the airline name of the clients flight.

4.

Write the flight number.

5.

Write the departure city of clients flight.

6.

Write the name that the client wants to appear on driver tablet when
he will come to pick him up.

7.

Minutes after the landing time when the driver should pick-up the
client.

-rest of the fields are the same with the ones from the New booking page(Instant
booking)
Newbookingpage(AirportbookingDeparture)

This page helps creating bookings for clients that will need to arrive in an
airport in order to take a plane. Again, the flight details are required.

18

1.

Client needs to be dropped off to an airport.

2.

Select the date when client needs to be picked up.

3.

Airline name of the clients flight.

4.

The number of the clients flight.

-rest of the fields are the same with the ones from the New booking page(Instant
booking)

Managepage(Instantbooking)

In this page, the operator/controller can manage the bookings. This means that
they can change all details that need to be updated (pickup/drop-off addresses, the
driver that is allocated, the status of the booking etc.).

19

1.

A return booking will be created (few details will be autocompleted

and the rest of them will be completed by operator).

2.

You will see a list of all drivers that are available to take the job (this
job).

3.

Booking status.

4.

Who will receive the invoice? (can be received by passenger, client or

both)

5.

Send the invoice to the selected one. (passenger, client or both)

6.

Who will receive the email with booking details?(can be received by

passenger, client or both)

7.

Send the email to the selected one. (passenger, client or both)

8.

Send an SMS to driver to alert him. (button enabled when a driver is

saved on booking)

20

9.

Send an SMS to passenger to confirm that the booking is saved in

system.

10.

Payment status.

11.

Payment method(how client will pay for this job).

Any other field was explained in pages from below. No button that was not explained
will appear.
BookingsListpage

The booking List page contains all the bookings that have been made. From here
you can manage the bookings(add/remove details, add/remove passenger details, add
observations, change the allocated driver etc.), see their statuses and even live
notifications.

1./5.

Create a new booking.

2.

Old -> bookings already registered in system

21

New -> bookings that are not registered in system

Click on it to see journey details
3.

Same as point 2.

29.

Booking source (where was made that booking).

30.

Booking ID.

31.

Booking infos (Web Booker name, Recurrent booking ID,

Airport bookings - Flight arrival/departure, return booking, etc.)

33.

Details of allocated driver.

34.

When client needs to be picked up.

35.

From where client need to be picked up.

36.

Where client needs to be dropped off.

37.

Car type needed for that job.

39.

Passenger details.

40.

Payment details.

41.

Journey price (Total price for that journey).

42.

Observations that should be taken in consideration (seen also

by client).

44.

Booking actions (actions that can be made to that booking).

59.

Show journey route on a map (a new window will be opened).

57.

Open manage page of this booking. Booking details can be

edited (a new window will appear).

46.

Notifications list (a sound can be heard when a new notification

appears). Mouse-over on them and all text will be displayed.

47./49./52.
/54.

Each info has a unique icon ( mouse-over on it to display what

info it is).

25.

Details of allocated driver.

22

26.

Pick-up address ( mouse-over on it to be displayed entirely).

28.

Dropoff address(mouse-over on it to be displayed entirely).

29.

Passenger details.

30.

Observations that should be taken in consideration(seen also

by client). Mouse-over on it to be displayed entirely.

31.

Reset all filters for a new search.

DriversList

This page shows the drivers and all their details. Here you can add new drivers
and manage the existing ones. This means that you can assign new cars to them,
update their details and documents, change their statuses and so on.

1.

Reset all filters for a new search.

2.

Drivers TAG(used as reference in Driver Allocator and Driver Tracking).

3.

Drivers name.

4.

Drivers phone number.

5.

Drivers e-mail.

6.

Postcode of drivers address.

7.

PCO licence(PCO number - expire date).

8.

Driver licence(Licence number - expire date)

23

9.

Create a new driver account.

10.

Reload drivers list.

11.

Actions can be done to driver account.

12.

Driver account(add compensation).

13.

Open manage page for this account(edit driver details).

14.

Driver licence(licence number - expire date)

15.

PCO licence(licence number - expire date)

16.

Postcode of drivers address.

17.

Drivers e-mail address.

18.

Drivers phone number.

19.

Drivers Name.

20.

Drivers TAG

Newdriverpage

Adding a new driver is a very simple task. In this page you have to carefully type
in the drivers details, assign an available car and set the drivers status to active.

1.

Write drivers first name.

24

2.

Write drivers last name.

3.

Write drivers email; the email will be used to login in the Driver app.

4.

Write drivers mobile number.

5.

Write drivers address.

6.

Write the postcode of drivers address.

7.

Write drivers TAG to identify him easier.

8.

Click on field to select drivers birth date.

9.

Write drivers nationality.

10.

Click on field to select the expire date of drivers car insurance.

11.

Write drivers National Insurance number.

12.

Select from drop-down list the driver status.

13.

Select from drop-down list the contract type for this driver.

14.

Write the driver licence number.

15.

Click on field to select the expire date for driver licence.

16.

Write PCO licence number(Private Hire Vehicle Driver Licence).

17.

Click on field to select the expire date for PCO licence.

18.

Write a password for this account.

19.

Re-write the password for this account.

20.

Close this page(all changes will be lost).

21.

Create driver account with the details from above.

Audit

The Audit engine records and allows administrators to view all the users actions
- operators, controllers, drivers clients. In the upper part of the page we have some
25

filters that allows us to select certain entries like all update actions on booking table,
or all emails sent to a client . There are filters on Tables, Action, Email, User ,Role, Ip
Address and date.The table has columns that shows who had done different actions
like login, manage booking, send sms, login and so on. The entries are default sorted
by
the
actions

date.

Utilities
In the Utilities tab we have more menus that allows us to Manage the
clients, to generate statements, to view Invoices, to add internal documents, and
so on.

26

ClientsList
The Clients List Menu helps you to manage all the passengers that have
registered on the web-booker or have been registered by the operators. We can
Add new Clients from the green button in the upper right part of the window, or
we can search for entries by the Client name, the Account name , the source of
registration or gender. Also, due to the Registered filter you can split the users in
2 sides, the self-registered ones or the manually registered ( by the operators)
ones.

27

TimelineAllocator

The timeline Allocator Menu was designed for you to see chronological the
statuses of the bookings. Click on the Driver filed and chose one. With a mouse
over an entry, we access all the information available for the booking. We have 3
big sections , Timeline, Timeline Week and Agenda. For the first 2 ones the
difference is the timeframe of the table.

The Agenda is another interface for the timeline allocator, this time in a
vertical form as int the next photo below :

28

ClientsStatements

The Clients Statements Tab is a complex but easy to use tool for generating
booking invoices. We can firstly choose through the filters all the bookings with a
specific status in a time stamp and generate standard invoices or custom ones.
With the second filters zone we can generate invoices for specific clients.
Also here, there is a field for overriding the invoice number in case we want to
replace it.

29

InvoiceHistory

1.

Insert Dates for selecting entries in specific time frame

2.

Chose a specific Driver by name.

3.

Invoice Type can be : Driver Invoice | Client Statement |Custom Statement |

Booking Invoice

4.

Search the Invoice by filename ( see first column)

5.

The number of results is shown here

6.

We have 3 Options for each Invoice: To View it , To Download it , To Delete it

DriversScheduler

The Driver Scheduler is a tool which can be used to manage the drivers schedule
regarding their cars. We have a list of drivers on the top left side of the page. After
selecting one of them, their schedule will be displayed. We can add or remove
schedules mentioning the car type, start and ending date of the schedule and
observations

30

InternalDocuments

In the Internal Documents tab, we have access to add PDF document that will
automatically be uploaded on the driver UP, so the drivers will can access them if they
are in need. We can, of course to search after a filename , or to add files pressing the
Green button. Each file has a privacy attribute so we have to specify if it is a public or a
private one.

Reports

The Reports Tab provides 2 sub-features meant to offer us details about

Booking Charges and CO2 Emissions.
Going to the first Tab , named Booking Charges Details we can see
something similar to the photo below ( Some rows have been skipt for saving
space)

31

1.

Insert Data for selecting entries after specific criteria such as booking source, id, client,
payment method, status, client name, email and so on

2.

Export button that generates a PDF file with the entries selected.

3.

Each column in this section provides details about bookings record (passenger details/
operator details ) and details about booking payment ( price , parking, waiting time, base
jurney charge, discount, commission, and so on)

The Booking CO2 emission Details approximates the quantity of CO2

emanated by the cars in a specific time-frame.
On the last row, the sums are made for all the lines above. This table can
be exported pressing the green button on top of the page.

32

StatementsandAccounting

33

Generate Statements and Accounting for drivers and accounts filling the dates , the type of
action and the other fields. Press the green button above for generating the preview, then
download it as PDF.

GPSTracker

Use the GPS tracker so you can see the routs history of your devices. Send
commands or check owner details whenever you want.

SystemConfigurations
The System Configurations Tab allows the user to access the most
important settings of the backoffice and not only.

Global

settings

Accessing the Global Settings reveals the settings mentioned above.

Operational Areas

The Operational Areas tab allows the user to create specific areas on the map.
The Clients will be able to create bookings that have the pickup location only in the
selected areas.

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BookingTimeRestrictions

Users can define specific time frames when the clients are not allowed to make
bookings.

BookingExtras

The user can define parameters for bookings like when a SOTW(stop on the
way) becomes a diversion or the maximum VIA locations for a booking.

35

BookingCancelReasons

It allows adding options for the operator to choose from when a booking is
canceled.

DriverDelayPenalties

This panel allows defining penalties for the drivers if they are late when
showing at the pickup location.

36

MobileDriverApplication

Settings for the driver application.

BackofficeApplication

Sets the default page when logging in the backoffice.

37

MobilePassengerApplication

Settings for the passenger application.

38

CompanyDetailsandLocalization

Contains all the company details and data that are used in the invoices,
notification emails and sms.

AddressesDatabase

Allows switching between Google provided database or a proprietary one.

39

ExternalAPIs

MapandDirection

Set the coordinates for the default map position when accessing the tracking
tab. Users can also switch to Imperial or the Metric system or change the priority for
the route direction and the displayed map (use different map providers).

40

41

SMSGateway

Settings for the sms gateway.

EmailDelivery

Settings for the email delivery system

42

PaymentMethods

Settings for the payment methods.

Pricemanagement

This tab allows setting the details regarding the prices:

Plotzones

The user can define specific zones on the map for setting fixed prices from one
zone to another.

43

Create or modify new plot zone

Highlight on map, make editable or delete a plot zone

Search for an address

Mark a circle around the selected address

Chargingrules

Create price rules (names)

Assign rule to cartype

Assign other charges for a type of car

Assign price per mileage

Add exception prices (e.g.: for new years eve set a 50% price increase)

Add extra charge for a zone

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Vouchers

Administrators can create or manage clients vouchers.

FleetManagement

The Fleet Management tab allows users to add new car type / edit car types,
add new cars / edit existing cars.

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AutomaticDispatcher

The Automatic Dispatcher tab allows users to setup the dispatcher settings.

AutomaticDispatcherPlotZones

The Automatic Dispatcher Plot Zones are set in order to allow the Automatic
Dispatcher to auto-dispatch the bookings that have the pickup address only in those
zones.

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AutomaticDispatcherConfig|Rules

The user can set the AD(Automatic Dispatcher) configurations in this tab.
The AD can be enabled/disabled and it can have a different rule for each and every
day of the week as the company wishes to operate.

WebbookersManagement

By managing the webbookers, the user can update the webbooker details as in
the following print screen:

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The user can either edit/ delete existing webbookers or he can create a new one.
Details required for a new webooker:
Webbooker name
Button text (the button which will be placed on your site)
Select webbookers position (left/ right/ dont float)
Select the car types that will be shown in the webbooker
Active - toggle the webbooker status (active-checked, inactive- not
checked)
Passenger required
Dropoff Address required
Driver tip
Options to allow specific types of bookings (ASAP, PREBOOK, AIRPORT)
Baby seats options
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Google Adwords options

After making the wanted selections, the user has to save the webbooker by pressing
the Save booker button (circled in print-screen). For integrating the webbooker into
the users web-site, the script (circled in the print-screen) must be inserted in the
web-sites page.
NotificationTemplates

The notification templates are used to send the required data when notifying a
driver, a passenger or the company. There are 4 categories of notifications that can
be activated. Every template has its own code which can be modified in order to
change the notification message.

DriverAccountingRules

The Driver Accounting Rules are created to define the way a drivers income is
calculated. To access these rules, go to System Configuration-> Drivers Accounting
Rules.

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To create a new rule, click NEW DRIVER STATEMENT RULE.

Below we're explaining each field that must be completed to create such a rule.
Driver field [list]; select the driver or the drivers;
Account field [list]; if the rule apply for appropriate account.
Note: If you're working with Government authorities accounts (e.g.: NHS) you must
act as a principal and your company income & expenses for calculating the VAT will
be calculated in a different way.
PBJC field [numeric]; Percent from base journey charge percent value; if the
driver price is the same you're taking from your client leave it 0.
E.g.: Booking Base price = 100; PBJC = 10;
the driver price will be 100 10% = 90.
PDT field [numeric]; Percent driver total this is the company commission from
driver earning
E.g.: if the Driver earning = 100 and PDT = 23 then the company will charge the
driver with 23 for that job.
BR field [numeric]; Booking rate- if you're not working on a commission base but a
booking flat charge; it can be used individually or mixing it with PDT.
E.g.: if BR=4, each job will be charged with net value of 4, no matter of the job value
Driver commission formula - [math formula]; you can define the formula to be
further used for commissioning a job.

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Exclude this: [math formula]; there may be items you don't want to charge the
commission (e.g.: for driver tip or parking)
After filling in all these fields, click the SAVE button in the right bottom area of the
screen to save the created rule.

DriverAccounting

The Driver Accounting tab helps the user to generate the driver statements or
the company income/expenses statements. To access this tab, go to Utilities->
Statements and Accounting-> Driver Accounting .

When generating a driver statement, the user needs to choose Action Driver
Statement, From and To dates (the time frame for the drivers jobs), check the Car
types and select the Driver for which the report is generated.

After completing the details specified above, the user can click on the GENERATE
INVOICE button to generate the required document.
The generated invoice contains the drivers details, company details and the details
for the jobs that the driver has done in the specified time frame.

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There is also the option to recalculate a Drivers Statement if a Drivers

Accounting Rule is not correctly set or applied. In order to do this, the user has to
choose Action Recalculate Driver Statement, From and To dates (the time frame
for the drivers jobs) and select the Driver for which the Statement is recalculated.
When generating a Company's Income/Expenses Statement, the user needs to
choose Action Company Income/Expenses Statement, From and To dates, check
the payment methods, the Accounts, select the Template type (detailed or compact)
and select the Drivers for which the report is generated.
After completing the details specified above, the user can click on the GENERATE
INVOICE button to generate the required document.
The next print screen shows how a Company Income Report looks like when using a
detailed template.

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After generating these reports, the user can save it on the drive or print it.

DriverAccountingHistory

The Driver Accounting History tab keeps tracking of the statements that were
previously generated. To access this tab, go to Utilities-> Statements and
Accounting-> Driver Accounting History.

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After accessing this tab, the user can see a list of all the Drivers Statements that
were generated before. The user can view, delete or download them by clicking the
buttons accordingly.

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