Chauffeurs Choice - Features
Access / Security
There are 3 access/security levels for logging in.
| Driver: |
This gives minimum access, which enables any Driver to enter and view
only their own work information. It also allows them to enter any notes or additional information/charges etc, confirm jobs and enter their availability
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Operations: |
This gives access for an operative to manage the day-book and general operations, but is limited to select areas. |
Admin:
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This gives access to ALL areas, some of which senior members may not wish other staff to have such access to. |
The Day-Book
All work appears on the daybook as is required & entered by the customer. However, if necessary this information can be edited by the operator – or by the booker via a link in the email confirmation up to 24 hrs prior to the time of the job. Driver availability is also listed on the daybook (by themselves) via their own personal log in, the drivers also enter additional information in this way such as car park charges, extra mileage, waiting time, and other relevant comments. All this information is needed before work can be invoiced, and in doing it this way you save a massive amount of time otherwise spent on the phone both distributing work and also gathering information, thus saving on your phone bill considerably also.
Invoicing
For your main account customers, you will pre-load a profile to include lead name-address-contact details etc. All work done for that customer is allocated to their account. The invoices comprise of the information originally entered by the bookers therefore ‘building’ the invoice as you go, and as long as work information is recorded accurately, it is simply a matter of a couple of minutes at the end of each period (monthly?) to create and save an invoice - regardless of volume of content. The lead name and address entered on the customer profile will appear on the top of the invoice, so all that is left to do is print & post, or email to the customer.
For non-account customers, any amount of jobs can be grouped together using a similar process, and an address from the original booking will appear on the top as on the main account invoices.
Invoice Index
This facility records when all invoices are posted or emailed, also when paid in & paid out. All invoices move directly to the ‘Reconciled invoices’ section when noted as ‘paid in.'.
Driver Payments
This section enables easy identification of invoiced work carried out by drivers on an individual basis, either by invoice. or date to date. For payments simply print & post.
Commission
To cover company over-heads it is often necessary to take a percentage of earnings from the drivers work. This facility allows you to have a fixed amount deducted e.g 10%. The default commission percentage is adjustable, you can also alter payments on an individual basis.