Can I create a transportation booking form that I can easily send to my customers?

Assets: Transportation Booking

The Transportation Booking Asset (Booking Form) feature in your Fleet Web Account helps you to setup a link/form that your Customers can fill-out when booking for a transportation so that you could receive them in real-time.

Creating a Transportation Asset

To Create a New Transportation Asset Booking Form:

1.      Click the Assets icon on the sidebar.

2.      Click New Asset.

3.      Click Transportation Booking.

4.      Click Proceed.

5.      Fill-out the necessary details in the New Asset section:

            a. Select Hub - Choose your preferred Hub.

            b. Requestor Name

            c. Contact Number and Phone No. (if available)

            d. Tags

6.      Click Create.

For more information, you can view our video manual on Creating a Transportation Booking Asset here or play the video below:

Adding Details to the Transportation Booking Form

To Enter Details in your Transportation Booking Form:

1.      Click the Copy icon of the Transportation Form URL.

2.      Paste then go to the Transportation Form URL in a new tab.

3.      Enter other Required Details (represented in red asterisk " * "):

            a. Passenger Name

            b. Project

            c. Passenger Contact No.

            d. Pickup Location

            e. City

            f. Pick-Up & Drop-off Date and Time

4.      Click Next.

5.      Check the starting location for the transportation booking address.

6.      Click Next.

7.      Click Send. It will now be transferred to the Drafts section of the Hub.

Viewing the Transportation Job Post in Drafts

To View the Created Transportation Job Post in the Drafts section:

1.      Select the assigned Hub under the Hub Filter under the Filters tab in your Pending Jobs page.

2.      Click the Drafts icon on the sidebar.

3.      Select the Transportation Booking Job Post.

4.      Click Finalize.

5.      The information entered in the Transportation Booking Form will automatically be entered in the Draft Information section.

6.      Click Next Step.

7.      Check the pinned address in the Locate Address section.

8.      Click Next Step.

9.      Enter the pricing details in the Cash On Delivery Details section.

Note: If the parcel is Cash On Delivery (COD), click the Cash On Delivery option then enter the COD amount.

10.      Click Update and Finalize Draft.

11.      Click Confirm.

Note: The transportation booking job post will now be moved to the Pending Jobs page of the assigned Hub.

For more information, you can view our video manual for Transportation Booking View in Drafts here or play the video below:

Updating a Transportation Booking Asset

To Update an Existing Transportation Booking Asset:

1.      Click Edit.

2.      Make the necessary changes.

3.      Click Update.

Removing a Transportation Booking Asset

To Remove an Existing Transportation Booking Asset:

1.      Click Delete.

2.      Click Confirm.

Viewing the Transportation Booking Job Post in Pending Jobs

To View the Transportation Booking Job Post in the Pending Jobs page after Finalizing:

1.      Select the assigned Hub in the Hub Filter under the Filters button in your Pending Jobs page.

2.      Locate the Transportation Booking job post, then click Assign Driver to assign your driver.

      3.      Click Assign Driver.

Note: Once the Driver has completed the Transportation Booking, the job post will now be transferred to the Report section.

For more information, you can view our video manual for Editing or Removing a Transportation Booking Asset here or play the video below:

​

Viewing the Transportation Booking in Reports

Once the Transportation Booking is Completed, it will now be in the Reports section. To view in the Reports section:

1.      Click the Reports button on the sidebar.

2.      Click the View History icon of the Transportation Booking.

• Related Articles

• Can I create a pickup form that I can easily send to my customers?

  Assets: Parcel Pick-up The Parcel Pick-up Asset (Booking Forms) feature in your Fleet Web account helps you to setup a link to be sent out to your Customers in case they would want to make online bookings for their pick-up/deliveries. Creating a ...

• How do I add keys so I can send SMS messages to my customers?

  App Settings: SMS API Key & Secret Key This module is a guide where Fleet PH Web Users can enter the API Key and Secret Key to allow their SMS notifications. The keys will be provided by the Fleet PH Admin once the SMS Notifications feature is ...

• How do I manually create job drafts?

  Job Drafts The Drafts feature in your Fleet Web account will allow you to create job drafts before finalizing it for your Pending Jobs page. Drafts: Filters To View the Filters in the Drafts section: 1. Click the Drafts icon on your sidebar. 2. There ...

• How do I change the email that will send order updates to my customers?

  App Settings: Sender Email This module is a guide on how Fleet PH Web Users can set an Email Address to be used when sending their Customer Email Notifications. Module Note: You can now download an offline version (no images) for this article. Just ...

• How do I easily view my jobs in a month?

  Homepage View: Calendar View This module is a guide for when Fleet Web Users would want to easily view their Overdue/Pending Jobs for the month. Adding Regular or Advance Jobs can also be done here. Access Calendar View To go to the Calendar View: 1. ...