Difference between revisions of "ECoachManager User Manual"

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#[[Getting Started]]
 
#[[Getting Started]]
 
##[[Accessing your system]]
 
##[[Accessing your system]]
##[[Enter your details]]
 
##[[Adding Users]]
 
##[[Personalisation]]
 
#Managing your Jobs
 
##[[Create a Quote/Add a job]]
 
##[[Find a Quote/job]]
 
##[[Edit a Quote/job]]
 
##[[Processing Customer Payment]]
 
##[[Job share]]
 
##[[Job Push]]
 
#Messaging
 
##[[Incoming alert messages]]
 
##[[Sending Emails]]
 
##[[Viewing sent emails]]
 
##[[Sending SMS]]
 
#Drivers and vehicles
 
##[[Add a vehicle]]
 
##[[Add a driver]]
 
##[[Assign a driver or vehicle to a job]]
 
#[[Customers]]
 
#Finance
 
##[[Accounts]]
 
##[[Contracts]]
 
 
#Tools
 
#Tools
##[[Reports]]
 
###[[Custom Reports]]
 
###[[Salesperson Summary charts]]
 
###[[Vehicle Summary Charts]]
 
###[[Period Summary Charts]]
 
 
##[[Configuration]]
 
##[[Configuration]]
 
###Site Options
 
###Site Options
 
####[[Company Data]]
 
####[[Company Data]]
####[[Edit Users]]
+
####[[Add/Edit Users]]
 
####[[User Access Levels]]
 
####[[User Access Levels]]
 +
###[[Personalisation]]
 
####[[Standard Callbacks]]
 
####[[Standard Callbacks]]
 
####[[Delete Reasons]]
 
####[[Delete Reasons]]
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####[[Trips Hotels - New]]
 
####[[Trips Hotels - New]]
 
####[[Trips Form]]
 
####[[Trips Form]]
###Page Management
+
###Drivers
####[[Page Management]]
+
####[[Add a driver]]
####[[Standard Pages]]
 
####[[Template Management]]
 
####[[Fleet Gallery]]
 
####[[Blog Categories]]
 
####[[Blog Pages]]
 
####[[Custom Menu]]
 
 
###Emails
 
###Emails
 
####[[Standard Texts]]
 
####[[Standard Texts]]
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####[[SMS Text]]
 
####[[SMS Text]]
 
####[[Canned SMS]]
 
####[[Canned SMS]]
###Finance
+
#[[Customers]]
####[[Payment Options]]
+
##[[Accounts]]
####[[VAT Rates & Account Fee's]]
+
##[[Contracts]]
####[[Sage]]
+
#Managing your Jobs
####[[Bidding]]
+
##[[Create a Quote/Add a job]]
##[[Backups]]
+
##[[Find a Quote/job]]
##[[Don't Travel Empty]]
+
##[[Edit a Quote/job]]
 +
##[[Processing Customer Payment]]
 +
##[[Assign a driver or vehicle to a job]]
 +
##[[Job share]]
 +
##[[Job Push]]
 +
#Messaging
 +
##[[Incoming alert messages]]
 +
##[[Sending Emails]]
 +
##[[Viewing sent emails]]
 +
##[[Sending SMS]]
 +
#Finance
 +
##[[Reports]]
 +
###[[Custom Reports]]
 +
###[[Salesperson Summary charts]]
 +
###[[Vehicle Summary Charts]]
 +
###[[Period Summary Charts]]
 +
##Finance Options
 +
###[[Payment Options]]
 +
###[[VAT Rates & Account Fee's]]
 +
###[[Sage]]
 +
###[[Bidding]]
 +
###[[Backups]]
 +
##Page Management
 +
###[[Page Management]]
 +
###[[Standard Pages]]
 +
###[[Template Management]]
 +
###[[Fleet Gallery]]
 +
###[[Blog Categories]]
 +
###[[Blog Pages]]
 +
###[[Custom Menu]]
 +
#[[Don't Travel Empty]]
 
#[[Google Checkout Setup]]
 
#[[Google Checkout Setup]]
 
#[[External Quote Form]]
 
#[[External Quote Form]]

Latest revision as of 21:49, 21 April 2013

Welcome to the eCoachManager User Manual

This site is currently under development and once complete will serve as the main source of documentation for eCoachManager users.

Blue Links are already working, red links have not been completed yet. If you can't find what you are after here please check the Other Resources below.

eCoachManager Update History

View our Online Training Videos

eCoachManager

  1. Getting Started
    1. Accessing your system
  2. Tools
    1. Configuration
      1. Site Options
        1. Company Data
        2. Add/Edit Users
        3. User Access Levels
      2. Personalisation
        1. Standard Callbacks
        2. Delete Reasons
        3. User Columns
        4. Invoice Logo
        5. Adwords Conversion Codes
        6. Quote Form Settings
      3. Vehicle Options
        1. Vehicle Types
        2. Company Vehicles
        3. Journey Types
        4. Luggage Types
        5. Passenger and luggage limits
        6. Mileage bands
        7. Hourly bands
        8. Force Single Journeys
        9. Pricing Calendar
        10. Pricing Postal Codes
        11. Regional Pricing
        12. Sources
        13. Base to Base
      4. Fixed Prices
        1. Routes
        2. Locations
        3. Categories
        4. Extras
      5. Coach Trips
        1. Trips Categories
        2. Trips Template
        3. Trips Default Price
        4. Trips Pick up Points
        5. Trips Price Groups
        6. Trips Seating Plans
        7. Trips Hotels - New
        8. Trips Form
      6. Drivers
        1. Add a driver
      7. Emails
        1. Standard Texts
        2. Canned Messages
        3. Attachments
        4. Automated Emails
        5. Email HTML
      8. SMS
        1. SMS Options
        2. SMS Text
        3. Canned SMS
  3. Customers
    1. Accounts
    2. Contracts
  4. Managing your Jobs
    1. Create a Quote/Add a job
    2. Find a Quote/job
    3. Edit a Quote/job
    4. Processing Customer Payment
    5. Assign a driver or vehicle to a job
    6. Job share
    7. Job Push
  5. Messaging
    1. Incoming alert messages
    2. Sending Emails
    3. Viewing sent emails
    4. Sending SMS
  6. Finance
    1. Reports
      1. Custom Reports
      2. Salesperson Summary charts
      3. Vehicle Summary Charts
      4. Period Summary Charts
    2. Finance Options
      1. Payment Options
      2. VAT Rates & Account Fee's
      3. Sage
      4. Bidding
      5. Backups
    3. Page Management
      1. Page Management
      2. Standard Pages
      3. Template Management
      4. Fleet Gallery
      5. Blog Categories
      6. Blog Pages
      7. Custom Menu
  7. Don't Travel Empty
  8. Google Checkout Setup
  9. External Quote Form
  10. API

Other Resources