This week we’re going to be updating the Vehicles module with 2 minor changes:

1)   “Vehicle Type” will now use the same vehicle types used on the online quotation widget. This gives you total flexibility on the name and types of vehicles you present to the customer and use internally to reference vehicles

2)   “Details” has been added to allow for a short description for the new design e.g. Motorcoach with 54 seats has: “Leather Seats, Restroom & Airconditioning”

Update to Vehicle Module in TravelManager

*This feature is not on the live server yet but we recommend that you check you vehicle types in Account Information -> Admin -> Charter Settings (Private Hire Settings).

Eamonn

Key feature requests such as the support of mutliple days, movements and vehicles is now included. So the software will have the flexibility to enter any type of scenario e.g.

1)   An over the road booking where there’s multiple days and detailed day by day itinerary.

2)   Large shuttle service for a conference with multiple vehicles

3)   Unusual services such as a full day service following by an evening with a different driver and/or vehicle

4)   And more.

*Here’s a few screenshots to give you an idea of what will be live in a couple of weeks.

New Details Section

Locations Tab in the New Movements Section

Comments tab in the new Movements Section

Fees tab in the new Movements Section

Regards,

Eamonn

A significant amount of improvements to the quotation process have been developed. Including:

• Improvements to the PDF Quote
• Improvements to the Sending of emails to customers
• Improvements to the way attachements are auto-generated and sent with emails
• Improvements to the PDF Invoice
• Improvements to the Fee’s breakdowns and tax rates
• Improvements to Quote details to capture additional information from the customer

All of these improvements are based on feedback gathered by customers – so Thank You for your assistance to date.

We are busy testing and creating training material so you can take advantage of what promises to be the most advanced quoting and invoicing process available to motorcoach operators worldwide.

Regards

TravelManager Support

As will all features of the email templates the user can override the default options to remove or add additional attachments on per charter / private hire basis.

Some recommended templates would include:

1)   Terms & Conditions

2)   Company History & Fleet Profile

3)   How to Charter/Hire a Motorcoach?

4)   What additional fees/services are included and not included?

5)   Etc.

Setup requires administrator level access under MyAccount -> Admin -> Email Templates.

Regards,

Eamonn

1)   Quote status from

Control what email templates are available based on the Quote Status. The email templates can be available regardless of the status by not applying any “Quote Status From” selection on an email template. Alternatively if you apply a “Quote Status From” for example to be “Open” the email template will only be displayed when the quote status is “Open”.

**If you’re using a lot of email templates this can really simplify you options based on quote status.

2) Quote Status To

Have the Quote Status change based on what email template is sent. This second type of automated change is the status change where the email template triggers a change in state e.g. The status could be changed from “Open” to “Quoted” once a proposal / quotation is sent to the client.

Simply change the “Quote Status To” the new status.

Regards,

Eamonn

As these charges maybe standard across the majority of your quotes, you can now have them as default fees that will appear automatically. As with everything with the templates you can overide a standard option on a per quote basis. This should really help insuring that you’re billing as consistently as possible as well as avoiding any possible confusion with your customers.

Custom Fees in TravelManager

*This new feature goes live this week but here’s a quick screenshot of what it looks like in the admin section of TravelManager.

Regards,

Eamonn

New Design for TravelManager Quotation PDF Template

The design is still undergoing some final changes but I thought it was time to share what’s been created so far. We’re hoping to launch this update for the 19^th of July.

*As ever we always appreciate comments and feedback.

Regards,

Eamonn

TravelManager Help Desk Solutions

It’s a web based customer support that will allow all TravelManager customers to manage their support issues as well as stay informed on the latest updates and search for frequently asked questions and more. We’re hoping to build a community of TravelManager users to share ideas and tips combined with official support material from the TravelManager team.

TravelManager Help Desk Ticket History

For our regular blog readers you can see the Beta verison live on here: (http://travelmanager.zendesk.com) before our official launch in 2 weeks with our new website on Friday 16th July.

Exciting times… I might even change my profile photo for the new site

Regards,
Eamonn

**Content is being adding every day to the help desk so keep checking back for the latest help and support.

The release notes page can be found in the footer of the main website and also here – Release Notes

TravelManager is driven by user feedback – and we really appreciate it.

Thanks

TravelManager Support

ancellation Fees as a percentage over time

The software automatically calculates the difference between the date of cancellation and the date of service to generate the correct penalty (if applicable).  This facilitates a consistent company policy and reduces potential lost revenue.

New Merge fields have been added to help display the charges in your cancellation email template so the customer can clearly see the fees that maybe applied to a late cancellation.

New Merge Fields for Email Templates

Tip: It’s recommended to include your cancellation policy in any terms and conditions document that you may attach to emails to your customer.

Regards,

Eamonn