Audience: CEO/Owner, General Manager, Operations
Read Time: 15 MinutesThis guide will provide an overview of the List Management section.
Companion Video - Data List Management
To access the LIST MANAGEMENT area, select the option under SYSTEM SETUP.
The List Management area has thirteen (13) lists that are used throughout the program: Reservations, Invoices, Pay, Vehicle Licensing etc.
ADJUSTMENT TYPE: These are Adjustment Types which are used to either increase or decrease the amount of an Invoice after it has been created. These are used after the Invoice has been created when you do not want to cancel an invoice and start over and may also be used to write off invoices that will not be collected. An example would be Customer X calls and has a complaint and you decide to reduce the amount they owe. An adjustment would be added to the Invoice to reduce the amount due.
AIRLINE: This list is pre-populated with all the known Airlines, you may add new airlines to the list as needed. These are used in reservations to indicate the airline the passenger is using. NOTE: This is a required field when using Flight Tracking and Flight Verification.
AIRPORT: This list is pre-populated with all Airports in North America, you may add new Airports to the list as needed. These are used in reservations to indicate the Airport the passenger is using. NOTE: This is a required field when using Flight Tracking and Flight Verification.
AIRPORT GREET MESSAGE: These are user added. This allows you to create specific meet instructions that will be displayed to the Customer on their confirmations. The messages allow you to create different messages based on Airports and Airlines.
ATTACHMENT: These are user added. Upload documents you want to attach to emails to Customers and Drivers. The attachment can be selected to always send or need to be selected when sending. These attachments may include signature requests for CC, more detailed contract information etc.
BOOKING CATEGORY: This list is pre-populated but should be reviewed and made to fit the needs of your organization. These are selectable items within a reservation to indicate a Category that can be reported on and does not display to Customer. NOTE: This can be made to be a mandatory field prior to saving a reservation.
BOOKING SOURCE: This list is pre-populated but should be reviewed and made to fit the needs of your organization. These are selectable items within a reservation to indicate a Source that can be reported on and does not display to Customer. NOTE: This can be made to be a mandatory field prior to saving a reservation.
DETAIL FIELD TYPE: These are user added. This list is used for details you may want to add to vehicles which may be used for reporting purposes. It may include things such as: VIN#, Airport Registration, GVW etc. These are items that would then be displayed when generating Vehicle based reports.
DRIVER DISPATCH STATUS: These are user added. These are an additional Status list that may be used by Dispatch or Drivers when using the Driver APP to display on the Dispatch grid. These do not include the program status of Confirmed, En-Route, On Board etc.
LICENSE TYPE: These are user added. This list may be used for both driver and vehicle license types. They are used to keep a list of license information as well as provide alerts for expiring license types. These may include things such as: Driver Medical, Vehicle Registration etc.
PAY ITEM DETAIL TYPE: These are user added. This list is sued to add or deduct pay from drivers when creating manual pay.
TRIP CATEGORY: This list is pre-populated but should be reviewed and made to fit the needs of your organization. These are selectable items within a reservation to indicate a Category that can be reported on and does display to Customer. It may include things such as: Arrival, Wedding, Prom etc. NOTE: This can be made to be a mandatory field prior to saving a reservation.
TRIP TYPE: This list is pre-populated but should be reviewed and made to fit the needs of your organization. These are selectable items within a reservation to indicate a Type that can be reported on and does display to Customer. It may include things such as: Hourly, Flat Rate, As Directed etc. NOTE: This can be made to be a mandatory field prior to saving a reservation.
