Difference between revisions of "ECoachManager User Manual"

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View our [http://www.youtube.com/ecoachmanager Online Training Videos]  
 
View our [http://www.youtube.com/ecoachmanager Online Training Videos]  
  
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== eCoachManager ==
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== eCoachManager Config ==
  
 
#[[Getting Started]]
 
#[[Getting Started]]
 
##[[Accessing your system]]
 
##[[Accessing your system]]
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##[[Enter your details]]
 
−
##[[Adding Users]]
 
−
##[[Personalisation]]
 
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#Managing your Jobs
 
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##[[Add a job]]
 
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##[[Find a job]]
 
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##[[Edit a job]]
 
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##[[Job share]]
 
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##[[Job Push]]
 
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#Messaging
 
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##[[Incoming alert messages]]
 
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##[[Sending Emails]]
 
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##[[Viewing sent emails]]
 
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##[[Sending SMS]]
 
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#Drivers and vehicles
 
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##[[Add a vehicle]]
 
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##[[Add a driver]]
 
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##[[Assign a driver or vehicle to a job]]
 
−
#[[Customers]]
 
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#Finance
 
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##[[Accounts]]
 
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##[[Contracts]]
 
 
#Tools
 
#Tools
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##[[Reports]]
 
−
###[[Custom Reports]]
 
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###[[Salesperson Summary charts]]
 
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###[[Vehicle Summary Charts]]
 
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###[[Period Summary Charts]]
 
 
##[[Configuration]]
 
##[[Configuration]]
 
###Site Options
 
###Site Options
 
####[[Company Data]]
 
####[[Company Data]]
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####[[Edit Users]]
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####[[Add/Edit Users]]
 +
####[[User Categories]]
 
####[[User Access Levels]]
 
####[[User Access Levels]]
 +
####[[Unavailable Reason]]
 +
####[[Password Management]]
 
####[[Standard Callbacks]]
 
####[[Standard Callbacks]]
 
####[[Delete Reasons]]
 
####[[Delete Reasons]]
−
####[[User Columns]]
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####[[Company Logo]]
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####[[Invoice Logo]]
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####[[Global Config]]
 
####[[Adwords Conversion Codes]]
 
####[[Adwords Conversion Codes]]
 
####[[Quote Form Settings]]
 
####[[Quote Form Settings]]
 +
####[[Fixed Route Form Settings]]
 +
####[[General Config]]
 +
####[[Third Party API]]
 
###Vehicle Options
 
###Vehicle Options
 
####[[Vehicle Types]]
 
####[[Vehicle Types]]
−
####[[Company Vehicles]]
 
 
####[[Journey Types]]
 
####[[Journey Types]]
 
####[[Luggage Types]]
 
####[[Luggage Types]]
 
####[[Passenger and luggage limits]]
 
####[[Passenger and luggage limits]]
−
####[[Mileage bands]]
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####[[KM Bands]]
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####[[Hourly bands]]
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####[[Hourly Bands]]
 +
####[[Waiting Bands]]
 
####[[Force Single Journeys]]
 
####[[Force Single Journeys]]
 
####[[Pricing Calendar]]
 
####[[Pricing Calendar]]
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####[[Sources]]
 
####[[Sources]]
 
####[[Base to Base]]
 
####[[Base to Base]]
 +
####[[Vehicle Extra]]
 +
####[[Routing Rules]]
 +
####[[Vehicle Tracking]]
 +
###Alert Messages
 
###Fixed Prices
 
###Fixed Prices
 
####[[Routes]]
 
####[[Routes]]
 
####[[Locations]]
 
####[[Locations]]
 
####[[Categories]]
 
####[[Categories]]
−
####[[Extras]]
+
####[[Group Savers]]
 +
###Extras
 +
####[[Item Category]]
 +
####[[Item Groups]]
 +
####[[Extra Items]]
 +
####[[Item Attributes]]
 +
####[[Extra Package]]
 
###Coach Trips
 
###Coach Trips
 +
####[[Trip Group]]
 
####[[Trips Categories]]
 
####[[Trips Categories]]
 
####[[Trips Template]]
 
####[[Trips Template]]
−
####[[Trips Default Price]]
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####[[Trip Calendar]]
−
####[[Trips Pick up Points]]
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####[[Pick up Points]]
−
####[[Trips Price Groups]]
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####[[Drop Off Points]]
−
####[[Trips Seating Plans]]
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####[[Price Groups]]
−
####[[Trips Hotels - New]]
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####[[Seating Plans]]
−
####[[Trips Form]]
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####[[Hotels]]
 +
####[[Report Setting]]
 +
####[[Sources]]
 +
####[[Trip API Setting]]
 
###Page Management
 
###Page Management
 
####[[Page Management]]
 
####[[Page Management]]
−
####[[Standard Pages]]
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####[[New Page Management]]
−
####[[Template Management]]
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####[[Standard Page]]
 +
####[[Page templates]]
 
####[[Fleet Gallery]]
 
####[[Fleet Gallery]]
 +
####[[Article Categories]]
 +
####[[Article Tag]]
 +
####[[Article Pages]]
 +
####[[Custom Menu]]
 
####[[Blog Categories]]
 
####[[Blog Categories]]
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####[[Blog Pages]]
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####[[Blog Content]]
−
####[[Custom Menu]]
+
####[[Enquiry Forms]]
 +
####[[Site Template]]
 +
####[[Language Management]]
 +
###Customer Management
 +
####[[Customer Status]]
 
###Emails
 
###Emails
 +
####[[Settings]]
 
####[[Standard Texts]]
 
####[[Standard Texts]]
 
####[[Canned Messages]]
 
####[[Canned Messages]]
 +
####[[Canned Messages Categories]]
 
####[[Attachments]]
 
####[[Attachments]]
 +
####[[Quote Attachements]]
 
####[[Automated Emails]]
 
####[[Automated Emails]]
 
####[[Email HTML]]
 
####[[Email HTML]]
 +
###Facebook
 +
####[[Settings]]
 
###SMS
 
###SMS
 
####[[SMS Options]]
 
####[[SMS Options]]
 
####[[SMS Text]]
 
####[[SMS Text]]
 
####[[Canned SMS]]
 
####[[Canned SMS]]
−
###Finance
+
####[[Automated SMS]]
 +
###Finance  
 
####[[Payment Options]]
 
####[[Payment Options]]
 
####[[VAT Rates & Account Fee's]]
 
####[[VAT Rates & Account Fee's]]
 
####[[Sage]]
 
####[[Sage]]
−
####[[Bidding]]
+
####[[Commission]]
−
##[[Backups]]
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####[[Buddy Pay]]
−
##[[Don't Travel Empty]]
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####[[Account API Setting]]
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#[[Google Checkout Setup]]
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###UI Options
−
#[[External Quote Form]]
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####[[Dashboard Page]]
−
#[[API]]
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###Templates
 +
####[[Account Invoice]]
 +
####[[Driver Sheet]]
 +
####[[Backend template]]
 +
####[[Setting]]
 +
###Tag
 +
####[[Tag Management]]
 +
###Driver App
 +
####[[Mobile App Setting]]
 +
####[[Tracking Setting]]
 +
###Driver Messages
 +
####[[Driver Canned Messages]]
 +
####[[Driver Canned message Categories]]
  
 
== Other Resources ==
 
== Other Resources ==
−
* [http://www.ecoachmanager.com/ Main Website]
+
* [https://ecoachmanager.com/ Main Website]
−
* [http://www.youtube.com/ecoachmanager Training Videos]
+
* [https://www.youtube.com/ecoachmanager Training Videos]
−
* [http://www.ecoachmanager.com/page.php?page=Support.html Support]
+
* [https://ecoachmanager.com/page.php?page=Support.html/ Support]
 
* [http://ppcnseo.com PPCnSEO (The creators of eCoachManager)]
 
* [http://ppcnseo.com PPCnSEO (The creators of eCoachManager)]
 +
* [https://help.ecoachmanager.com/aiassistant/ AI Assistant]

Latest revision as of 02:25, 5 January 2024

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 Config

  1. Getting Started
    1. Accessing your system
  2. Tools
    1. Configuration
      1. Site Options
        1. Company Data
        2. Add/Edit Users
        3. User Categories
        4. User Access Levels
        5. Unavailable Reason
        6. Password Management
        7. Standard Callbacks
        8. Delete Reasons
        9. Company Logo
        10. Global Config
        11. Adwords Conversion Codes
        12. Quote Form Settings
        13. Fixed Route Form Settings
        14. General Config
        15. Third Party API
      2. Vehicle Options
        1. Vehicle Types
        2. Journey Types
        3. Luggage Types
        4. Passenger and luggage limits
        5. KM Bands
        6. Hourly Bands
        7. Waiting Bands
        8. Force Single Journeys
        9. Pricing Calendar
        10. Pricing Postal Codes
        11. Regional Pricing
        12. Sources
        13. Base to Base
        14. Vehicle Extra
        15. Routing Rules
        16. Vehicle Tracking
      3. Alert Messages
      4. Fixed Prices
        1. Routes
        2. Locations
        3. Categories
        4. Group Savers
      5. Extras
        1. Item Category
        2. Item Groups
        3. Extra Items
        4. Item Attributes
        5. Extra Package
      6. Coach Trips
        1. Trip Group
        2. Trips Categories
        3. Trips Template
        4. Trip Calendar
        5. Pick up Points
        6. Drop Off Points
        7. Price Groups
        8. Seating Plans
        9. Hotels
        10. Report Setting
        11. Sources
        12. Trip API Setting
      7. Page Management
        1. Page Management
        2. New Page Management
        3. Standard Page
        4. Page templates
        5. Fleet Gallery
        6. Article Categories
        7. Article Tag
        8. Article Pages
        9. Custom Menu
        10. Blog Categories
        11. Blog Content
        12. Enquiry Forms
        13. Site Template
        14. Language Management
      8. Customer Management
        1. Customer Status
      9. Emails
        1. Settings
        2. Standard Texts
        3. Canned Messages
        4. Canned Messages Categories
        5. Attachments
        6. Quote Attachements
        7. Automated Emails
        8. Email HTML
      10. Facebook
        1. Settings
      11. SMS
        1. SMS Options
        2. SMS Text
        3. Canned SMS
        4. Automated SMS
      12. Finance
        1. Payment Options
        2. VAT Rates & Account Fee's
        3. Sage
        4. Commission
        5. Buddy Pay
        6. Account API Setting
      13. UI Options
        1. Dashboard Page
      14. Templates
        1. Account Invoice
        2. Driver Sheet
        3. Backend template
        4. Setting
      15. Tag
        1. Tag Management
      16. Driver App
        1. Mobile App Setting
        2. Tracking Setting
      17. Driver Messages
        1. Driver Canned Messages
        2. Driver Canned message Categories

Other Resources

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