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DOCKET KILLER

DOCKET KILLER. Jason Lawrie. DOCKET KILLER. Saves time Diligence in the car Highly configurable Getting started guide http ://smhelp.usa.smartmovetaxis.com/docket-killer /. DATA ENTRY Dispatch Client. Accounts or subsidy data can be pre-entered

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DOCKET KILLER

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  1. DOCKET KILLER Jason Lawrie

  2. DOCKET KILLER • Saves time • Diligence in the car • Highly configurable • Getting started guide http://smhelp.usa.smartmovetaxis.com/docket-killer/

  3. DATA ENTRY Dispatch Client • Accounts or subsidy data can be pre-entered • Multiple items can be setup. Useful for recurring school runs or hospital visits

  4. DATA ENTRY Vehicle • Need to know how much and how it was paid

  5. DATA ENTRY Vehicle • Details set in vehicle or come from dispatch client

  6. DATA ENTRY Vehicle • Accounts can now be set using name type ahead

  7. CORRECTING DATA • Edit Payment from Booking Details • Search on Fare Details Screen

  8. CORRECTING DATA • Edit the fare amounts • Change the “Paid By” details

  9. IDENTIFYING PROBLEMS • Fare discrepancy report

  10. IDENTIFYING PROBLEMS • End of Shift Report highlights potential issues Discrepancies highlighted Over or under payment Highlighted

  11. RECORD VEHICLE EXPENSES • Expenses can be recorded in the vehicle • Can be modified or added from fleet management

  12. ACCOUNT INVOICES • Show the invoices and totals for a particular period • Can include non-account or zero amounts

  13. ACCOUNT INVOICES

  14. ACCOUNT INVOICE OPTIONS • Service fees can be added if applicable • Invoices can be subtotalled if required

  15. ACCOUNT INVOICE OPTIONS • Invoices can be emailed to customers • PDF printing has a few options to make it easier

  16. ACCOUNT INVOICE PDF

  17. EXPORT TO MYOB • Help is available for working with MYOBhttp://smhelp.usa.smartmovetaxis.com/working-with-myob/

  18. INVOICE HISTORY • Click on the icon to view generation history

  19. SHIFT MANAGEMENT • Driver shifts can be viewed, created or modified

  20. CHANGE SHIFT DEFAULTS

  21. CHANGE INDIVIDUAL SHIFTS

  22. END OF SHIFT

  23. END OF SHIFT • Special Jobs itemises all non “metered cash” jobs • Job Summary shows all jobs that recorded a fare.

  24. BAILMENT REPORT • Summary of any selected set of shifts

  25. BAILMENT REPORT

  26. THANK YOU! Questions?

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