Basics of job Bidding

Getting the right information into a booking really is the start of a customers journey. Cab9 has been designed to make this process as painless as possible.

Each text box can be tabbed through, so there is no need to rely on a mouse, touch screen machines can also be used to just from box to box.

The booking is broken down into several parts.

Passenger Information

• Client – If the client is booking on an account, we need to take the client account details, this is a searchable box and any existing clients will appear.

• Booker – If the booking is being made on behalf of the traveller by another, details can be entered here.

• General Reference – If a client wishes to quote a reference to be added to the invoice they can here. Or if a client has references added in the account set up.

• Passenger Name – The name of the passenger, if the passenger is known to you it will appear here and any pre-entered pass details will populate the mobile and email details. Or you may free text a new passenger with their mobile number and email address

• Notes – Here driver any pre-existing client or passenger notes will appear.

Journey Information

• Pickup/Dropoff – Pickup and drop off addresses, here you can search for addresses and known locations for pickup and drop. You can search by postcode or place name.

Account addresses or addresses previously used by the passenger will appear at the top of this list for your convenience

• Wait & Return – Self-explanatory A-B-A journey with only two addresses to store.

• Add Stop – Add in additional stops. You can also reorder the booking simply by dragging and dropping the stops on the screen.

• Passenger History – If the passenger is a repeat booker, their last 5 journeys will appear in this box. You can simply select a regular journey and drop it into the booking screen.