CAB FUTURE SOLUTION WITH CABSTARTUP

< All Topics
Print

Backoffice

1. Dashboard with open Sidebar

The Dashboard is the first screen you will see after logging into the account. The dashboard displays real-time data in an easy-to-understand way, showing information on ride requests, drivers, passengers, payments etc. It also provides useful tools for managing driver accounts, pricing, and performance analysis. This makes it simple for users to make decisions and effectively manage their platform.

This dashboard will show you an overview of your drivers, passengers, trips, and payments made through your system. It also provides easy access to the most relevant information that will guide you through the different functions of the systems.

1.1 Convenient User Access and Customization Options

The top right corner of the panel features some buttons that enable users to access various screens, including notifications, user profiles, live stats, language settings, night mode, and a driver verification request. These buttons provide quick and convenient options for navigating through different sections of the platform and customizing the user experience according to their preferences.

1.2 Data-driven Insights and Filtering on Dashboard

The dashboard includes a filtering feature that provides a breakdown of the number of drivers, passengers, trips, payments, and other relevant data, which are also sorted for easy access. The platform utilizes coloured circles that display the progress percentage, providing a visual representation of the status. Furthermore, the statistics can be sorted based on the desired time period, allowing users to analyze and track data based on specific timeframes for better insights and decision-making.

Written below is a selection of statistics for analysis:

1.2.1 Active drivers:

The count of active drivers represents the number of drivers currently engaged on the platform at a given time.

1.2.2 Inactive Drivers

The count of inactive drivers reflects the number of drivers who are not currently engaged on the platform at a specific time.

1.2.3 Verified drivers

The count of verified drivers displays the number of drivers who have been authenticated by the platform’s admin.

1.2.4 Online drivers

The count of online drivers indicates the number of drivers who are currently logged in and active on the platform.

1.2.5 Offline drivers

The count of offline drivers represents the number of drivers who are currently logged out or inactive on the platform.

1.2.6 Unverified drivers

The count of unverified drivers represents the number of drivers who have not yet been authenticated by the platform’s admin.

1.2.7 Incomplete registration

The count of incomplete registration represents the number of drivers who have partially completed the whole process of registration on the platform.

1.2.8 Total passengers

The count of total passengers represents the number of passengers registered on the platform.

1.2.9 Total trips

The count of total trips represents the number of trips that are active on the platform at the given time.

1.2.10 Total payment

The count of total payment represents the numbers of payments that were received from the passengers.

1.2.11 Fee collected

The count of fee collected represents the amount that is collected by the admin from the overall earnings through the platform.

1.2.12 Avg Driver earning

The count of average driver earnings represents the average amount of earnings that are collected by all the drivers that are available on the platform.

1.2.13 Avg Pickup time

The count of average pickup time represents the estimation time that is for the passengers.

1.2.14 Avg Driver online time

The count of average driver online time represents the time in which the driver was active through his / her device.

1.3 Sorting Filter and Visual Representation on the Platform

The sorting filter on the platform allows you to organize drivers based on city, activity, availability, filters, and status. Additionally, the map feature uses distinct colors to visually represent the various statuses of the drivers, providing a clear overview at a glance. The map, accompanied by checkboxes, can be closed by clicking the “X” button and reopened by clicking the map icon, providing users with flexibility in managing their map view and visibility of checkboxes according to their needs.

1.4 Simplified Navigation with Sidebar Menu

In addition, there is a convenient sidebar menu that provides easy navigation to other screens, including options such as drivers, passengers, vehicles, trips, fares, airports, zones, service types, payments, promos, notifications, and merchants. This allows users to seamlessly switch between different sections of the platform for efficient management and control.

When the user is not logged in, this screen will be visible:

2. Drivers

2.1 Efficient Driver Mapping:

Clear Visualization of Available Drivers’ Statuses on a Map
The driver’s screen displays a map that shows all available drivers at the current time, with distinct colors used to visually indicate their statuses. This feature allows for a quick and clear overview of the drivers’ availability at a glance.

2.2 Driver Screen Functionality:

Driver Payouts, Import/Export, Sorting, and Additions for Efficient Driver Management
The driver screen has four buttons – “driver payout,” “export driver,” “import driver,” and “add driver” – which provide the ability to manipulate drivers and perform various actions related to them. Additionally, there is a”sort”button that allows for arranging the drivers in a particular order based on a specific criterion. This sorting function provides additional flexibility and control in managing the drivers.

2.3 Comprehensive Driver List with Admin Actions and Sorting Options:

Efficient Management of Driver Information and Actions on the Platform”
The screen displays a comprehensive list of drivers, including their names, phone numbers, service types, creation dates, city information, last usage, wallet status, device details, availability, ratings, and statuses. Admin has the ability to perform various actions on these drivers, such as editing and deleting.Admin will also be able to send push notifications to required drivers and view the drivers location. It is possible to sort drivers based on the city in which they provide their services. Additionally, the list can be filtered based on verification status, availability, online status, and overall status. Furthermore, users can search for drivers by name or phone number, and only the drivers that match the search criteria will be displayed, providing a convenient way to find specific drivers.The admin also has the option to add additional columns to the drivers list, allowing for customization and flexibility in displaying relevant information. This feature enables the admin to tailor the view of the drivers list to suit their specific needs and preferences.

2.4 Add Driver

The admin has the ability to add new drivers to the system, providing a seamless process for onboarding new drivers and expanding the pool of available drivers. This feature enables the admin to easily manage and update the list of drivers in the system as needed. The “add driver” feature comprises four screens that capture different sets of information. These screens include:

2.4.1 Personal Information

This screen allows the administrator to input the new driver’s personal details, such as profile picture, name, contact information, city, vehicle type, address and other relevant personal information.

2.4.2 Upload Documents

On this screen, the administrator can upload and verify various documents, such as driver’s license, identification card, full coverage car insurance, license plate image, vehicle inspection form and other required documents, along with their expiry dates to validate the driver’s credentials.

2.4.3 Vehicle Information

This screen captures details about the vehicle the driver will be using, such as brand, model, year, and plate number, ensuring that the driver meets the necessary vehicle requirements.

2.4.4 Bank Account Details

The final screen captures the driver’s bank account information, including bank name, account number, routing number, and date of birth for payment and payout purposes.

Collectively, these four screens allow the admin to comprehensively capture all the necessary information required to add a new driver to the system effectively.

3. Passengers

3.1 Efficient Passenger Mapping:

Visualizing Nearby Passengers with Color-coded Categories for Quick Identification
The passenger screen features a map that displays the locations of nearby passengers. The map utilizes a color scheme to visually differentiate between different types of passengers, providing a clear and informative representation. This color scheme allows passengers to be categorized based on various factors, such as ride type, destination, or other relevant information, providing a quick overview of available passengers in the area.

The passenger screen includes an “add passenger” button that enables the administrator to create new passenger accounts. This feature allows the administrator to easily onboard new passengers by inputting their relevant information, such as name, contact details, and other necessary details. This process facilitates the efficient creation of passenger accounts, enabling them to utilize the system’s services and benefits. There is a sort button to arrange the passengers in a particular order based on a specific criterion.

3.2 Comprehensive Passenger Management:

Admin Capabilities, Sorting, Search, and Customization for Efficient Passenger Account Management on the Platform ,The screen displays a comprehensive list of passengers, including their names, emails, phone numbers, creation dates, city information, last usage, wallet status, device details, and statuses. Admin has the ability to perform various actions on these passengers, such as editing and deleting. Admin will also be able to send push notifications to required passengers and view the passengers’ location. It is possible to sort passengers based on the city in which they require services. Furthermore, users can search for passengers by name, email or phone number, and only the passengers that match the search criteria will be displayed, providing a convenient way to find specific passengers. Passengers can also be searched within a specified date range, allowing for a more precise and targeted search based on the desired timeframe. The admin also has the option to add additional columns to the passengers’ list, allowing for customization and flexibility in displaying relevant information.

3.3 Add Passenger

The admin has the ability to add new passengers to the system, providing a seamless process for onboarding new passengers and expanding the pool of available riders. This feature enables the admin to easily manage and update the list of passengers in the system as needed.
In the add passenger screen, the user will input their personal information, including their first and last name, phone number, email address, pin code, city, and address. Once all the relevant details are provided, the user can click the “add” button to create the passenger account and add the passenger to the system.

After the successful addition of a passenger, the subsequent screen will display a confirmation message:

3.4 Add or Deduct amount

The admin has the option to add and deduct an amount from a passenger’s balance by clicking the “add or deduct amount” button. Upon clicking the button, the admin can input the desired amount and provide a reason for adding the balance, such as a bonus, refund etc and for the deduction, such as a fee, penalty etc.

4. Vehicles

In the “vehicles” screen, the admin can view a list of vehicles with their model, brand, type, etc. The admin has the ability to add, edit, and delete vehicles as needed, providing control over the vehicle management process. Additionally, the admin can filter vehicles based on their service type, allowing for quick and efficient categorization of vehicles for specific purposes. Furthermore, a search functionality is available, enabling the admin to search for specific vehicles based on criteria such as model, brand, or type, facilitating easy identification and retrieval of vehicle information as required.

4.1 Fleet Management: Assigning and Adding Vehicles for Admin Control

The “vehicle” screen features two buttons: “manage fleet” and “add vehicle.” These buttons provide the admin with the ability to perform two main tasks.

Manage fleet: By clicking on the “manage fleet” button, the admin can assign vehicles to different drivers, modify assignments, and manage the overall fleet. This may involve reassigning vehicles, updating driver information, and monitoring the status of each vehicle in the fleet.

Add vehicle: Clicking on the “add vehicle” button allows the admin to add new vehicles to the system. This may involve entering relevant data such as vehicle make, model, year, registration information, and other relevant details.
These buttons provide the admin with comprehensive control over the fleet management process, including the ability to assign, modify, and add vehicles to the system as needed.

4.2 Efficient Vehicle Management:

Filtering and Search Functionality for Admin. The admin can utilize the filter function to sort and display vehicles based on their service type. Additionally, the admin can conduct specific searches for vehicles based on criteria such as model, brand, and year. This enables the admin to quickly and efficiently locate and retrieve vehicles that match the desired specifications, providing enhanced flexibility and ease of use in managing the vehicle inventory.

4.3 Registered Vehicles:

Comprehensive Management and Editing for Admin Control The vehicle screen displays a comprehensive list of vehicles that have been registered using the platform. This list includes columns with relevant information such as brand type, model type, year, and service type for each vehicle. The admin has the ability to perform various actions on the vehicles listed, such as deleting and editing vehicle information as needed. This allows the admin to easily manage and update the details of registered vehicles, ensuring accurate and up-to-date information within the system.

4.4 Add Vehicle

The admin has the capability to add new vehicles to the system by providing relevant information such as brand, model, year, and selecting the appropriate service type. This allows the admin to accurately input the details of the new vehicle, ensuring that it is properly registered and accounted for within the system. The admin can then easily manage and track the newly added vehicle, including assigning it to drivers, editing its information, and performing other necessary fleet management tasks.

4.5 Delete Vehicle

The admin has the option to delete any vehicle that has been added to the system by clicking on the delete button. Upon clicking the delete button, a popup message will appear, asking for confirmation from the user to proceed with the vehicle deletion. This serves as a safety measure to prevent accidental deletion of vehicles and ensures that the admin can confirm their intention before permanently removing a vehicle from the system.

4.6 Manage Fleet

Upon clicking the “Manage Fleet” button, a management screen opens with two buttons: “Assign Vehicle” and “Add Shift”.
1. “Assign Vehicle”: This functionality allows the admin to assign any added vehicle to a specific driver. The admin can select the desired vehicle from the list and assign it to a driver, ensuring that each vehicle is accurately assigned to the appropriate driver for efficient fleet management.
2. “Add Shift”: This functionality allows the admin to set a timeline for a vehicle to assign to two different drivers for separate shifts – one for the morning shift and another for the evening shift.

4.6.1 Assign Vehicle

This feature enables the admin to precisely assign any added vehicle to a specific driver. The admin can select the desired vehicle from the list and assign it to a driver, ensuring that each vehicle is accurately assigned to the appropriate driver for efficient fleet management. The options available for assignment include adding a driver, selecting a shift, and specifying the vehicle and plate number to be assigned. This allows the admin to effectively manage and allocate vehicles to drivers, optimizing fleet operations and ensuring smooth operations within the system.

4.6.2 Add Shift

This functionality enables the admin to set a timeline for a vehicle by assigning it to two different drivers for separate shifts – one for the morning shift and another for the evening shift. The admin can provide a name for the shift and select the days of the week based on their preference. Additionally, the admin has the option to specify the start and end time for each shift, allowing for efficient scheduling and management of vehicle assignments to drivers during different time periods of the day. This feature provides flexibility and customization for assigning shifts to drivers, facilitating smooth operations and effective fleet management.

5. Trips

5.1 Efficient Trips Management:

Export and Filter for Admin Convenience The trips screen features two buttons at the top: “Export Trips” and “Filter”. The “Export Trips” button allows the admin to export the list of trips into a spreadsheet, typically in XLS file format. The “Filter” button provides options to filter the trips based on various criteria such as trip types, dates, distance, reference, priority, and more. Additionally, there is an option to reset the filter to its default settings, providing flexibility and convenience for managing and viewing trips based on specific parameters as needed.

5.2 Comprehensive Trip Management:

Sorted View and Status Classification for Admin Oversight The trips screen displays a list of trips sorted into columns, including booking number, driver, passenger, pickup location, drop off location, stops, waiting time, time deviation, and miles. The trips can also be sorted based on their types, which may include “In Progress”, “Pre-scheduled”, “Canceled”, and “Completed”. This allows the admin to easily categorize and view trips based on their current status, providing an organized and efficient way to manage and monitor trip data.

5.3 Efficient Trip Search and Sorting:

Admin Tools for Booking Number, Status, and Date-based Filtering The trips can be searched by typing in the booking number, driver name, passenger name, or other relevant information. Additionally, the trips can be sorted based on their status and time. The “From Date” and “To Date” fields allow the admin to specify a time range for sorting trips based on their date of occurrence, providing a flexible way to view and manage trip data within a specific timeframe.

6. Fares

The fares screen features a map that displays the regions where the app is available and the corresponding fares for those areas. The map can be sorted by city, providing a clear visual representation of the fares in different locations. In addition, there is a list of regions available for easy reference. The admin has the ability to add a new region and set the corresponding fares for that region.

6.1 Fares Screen and Region Map Display

The fares screen features a map displaying created regions, with an option to filter by city via a dropdown menu located at the top of the map.

6.2 Regions and Editing on the Fares Screen

The fares screen displays a list of regions along with their date of creation and city. The admin has the option to edit these regions as well.

6.3 Add Fare

The admin can add fares and regions by providing various details such as the region title, admin commission, cancellation fee, driver cancellation fee, minimum fee, base fare, price per kilometer, price per minute, passenger seating capacity, luggage information, cancellation policy, stop charges, vehicle type, service type, smoking policy, vehicle type order of selection, etc. Once all the necessary information has been entered, the admin can add the fare and region to the system.

7. Airport Management

The airport management feature comprises three windows: Airports, Airlines, and Terminals.

7.1 Airports

In the Airports window, a list of airports is displayed along with their respective airport codes, cities, associated airlines, and terminals. The admin has the authority to edit, delete, and add new airports. To search for a specific airport, the admin can use the search bar provided.

7.1.1 Add Airport

The admin can add a new airport to the system by providing information such as the airport name, selecting the city where the airport is located, and adding the airport IATA code which is a three-letter code used to identify airports worldwide.

7.2 Airlines

In the Airlines window, a list of airlines is displayed along with their respective airline code, airport and terminals. The admin has the authority to edit, delete, and add new airlines. To search for a specific airline, the admin can use the search bar provided.

7.2.1 Add Airline

The admin can add a new airline to the system by providing information such as the airline name, selecting the airport of the airline and adding the airport IATA code which is a three-letter code used to identify airports worldwide.

7.3 Terminals

In the terminal window, a list of terminals is displayed along with their respective airline, airport and terminals. The admin has the authority to edit, delete, and add new terminals. To search for a specific terminal, the admin can use the search bar provided.

7.3.1 Add Terminal

In the add terminal section, the admin can input a gate name (optional), terminal name, select an airport, select airlines, and click “next”. The map will then highlight the designated area. On the same screen, there is a list of terminals with gate name, airport, and airline for users to view the available terminals.

After the admin has specified the details of the new terminal, including the gate name (optional), terminal name, airport, and airlines, and has reviewed the highlighted area on the map, they can click the “Save” button to add the new terminal to the system. If they decide they no longer want to add the terminal, they can click the “Cancel” button instead.

8. Zones

The admin can view a map that displays the created regions with a border outlining the region.Additionally, the zones can be filtered based on their respective regions, which can be selected from a dropdown menu. On the screen, there is a list of zones along with their respective colors, creation date, and time. The admin can perform multiple actions on these zones such as editing and deleting them.Multiple zones can be added within the region, which will be displayed in different colors for differentiation.

8.1 Add zone

To add a zone, the admin can use the map and mark the desired area. Then, the admin can enter the name of the zone in the designated textbox. Finally, the admin can click on the save button to store the zone.

9. Payments

The payment screen displays a list of all payments processed through the platform, with additional columns such as date, trip ID, driver, passenger, payment method, admin fee, and total amount. Users can search for specific payments by typing in the trip ID into the search bar. Payments can also be sorted by the “from” and “to” dates.

10. Promos

On the promos screen, a list of promo codes is displayed along with their respective amounts, promo types, regions, creation dates, start and end dates, usage limits, availed codes, and activity status. The list can be searched by the promo code title using the search bar. Additionally, the admin has the ability to add vouchers and promos to the list.

10.1 Add Promo

To add a promo, the admin can enter details such as title, promo code, amount, promo type (fixed amount or percentage), whether it’s for single or multiple usage by a user, the usage limit, minimum trips required to use the promo, start and end dates, city, region, and a description.

10.2 Voucher

On the vouchers screen, there’s a list of vouchers that includes information such as voucher code, passenger name, number of free rides, and start/end dates. The admin can search for a specific voucher using the search bar, and also has the ability to add a new voucher.

10.2.1 Add Voucher

By inputting the voucher code, selecting the passenger, and specifying the number of rides as well as the start and end dates, the admin has the ability to add a voucher.

11. Notifications

On the notifications screen, the admin can send notifications to various user groups (All drivers, all active drivers, all inactive drivers, all passengers). The available notification types include SMS, EMAIL, and POPUP. To send a notification, the admin must select the category, type, and city, compose a description, and then initiate the sending process.

12. Groups/Permissions

The admin is able to establish various groups with multiple privileges. These groups can also have distinct subgroups, with the admin authorizing permissions as necessary. On the groups/permissions screen, a list of different groups is displayed, and the admin can grant permissions by selecting the appropriate radio buttons for each group. Additionally, the admin can create new groups, modify existing ones, or remove groups altogether.

12.1 Add Group

To add a new group, the admin can enter the group name, choose the group category, and select the necessary radio buttons.The available radio buttons include dashboard, drivers, passengers, vehicles, trips, payments, promos, notifications, settings, groups, employees, reports, cities, stats, billing, and scheduled rides.

12.2 Delete group

If the admin wishes to delete a group, they can select the respective group and click on the delete button. At this point, the system will prompt the admin with a popup asking for confirmation of the deletion. The admin can then choose to proceed with the deletion by clicking on “Delete,” or cancel the process by clicking on “Cancel.”

13. Employees

The employees screen displays a roster of employees, along with their respective email addresses, phone numbers, groups, group categories, cities, and status. The admin has the ability to add, modify, and remove employees from the list. Each employee will be designated a specific company and group, thereby granting access to the desired features of the system.

13.1 Add Employee

To add an employee, the admin can input the employee’s full name, phone number, email, password, group, company, city, and admin password.

13.2 Edit Employee

If the admin needs to modify an employee’s information, they can do so by editing any of the previously added details and clicking on the “Update” button.

13.3 Delete Employee

If the admin wishes to delete an employee, they can select the respective employee and click on the delete button. At this point, the system will prompt the admin with a popup asking for confirmation of the deletion. The admin can then choose to proceed with the deletion by clicking on “Delete,” or cancel the process by clicking on “Cancel.”

14. Cities

The cities screen displays a map that indicates the serviceable cities. In addition, a list of cities is also presented, including their respective codes and time zones. The admin has the capability to add or edit a city as necessary.

14.1 Add city

To add a city, the admin can input the location details, including the city code and select the appropriate time zone. The designated area will then be demarcated on the map provided. The admin can proceed to add the city by clicking on the “Add” button, or cancel the process by clicking on “Cancel.”

If the admin clicks on the “Cancel” button, the system will prompt a popup asking whether to save changes made or discard them. The admin can then choose to either stay on the current page or discard any unsaved changes.

15. Service Type

The service type screen displays a list of available services, such as rental, bidding, and fare, along with their corresponding names, fare types, regions, zones, and status. The admin can pause, modify, or remove any service as necessary. Moreover, the admin has the ability to add a new service if required.

15.1 Add Service

The “add service” feature comprises three screens that capture different types of services. These services include:

15.1.1 Fare Calculation

The admin has to input the service name and rate, and select the corresponding region, zone, service, and fare type. After entering the required details, the admin can proceed to “add service” by clicking on the “Add” button. Alternatively, the admin can cancel the process by clicking on the “Cancel” button.

15.1.2 Bidding

In the bidding service, the admin must upload the service type icon, input the service name, and select the corresponding region, zone, and service. After entering the necessary details, the admin can proceed to add the service by clicking on the “Add” button. Alternatively, the admin can cancel the process by clicking on the “Cancel” button.

15.1.3 Rental

In the rental service, the admin must upload the service type icon, input the service name, and select the corresponding region, zone, rental period, rate per hour and service. After entering the necessary details, the admin can proceed to add the service by clicking on the “Add” button. Alternatively, the admin can cancel the process by clicking on the “Cancel” button.

16. Reports

The admin can access various reports, such as payments, passengers, drivers, and trips, which are presented in a table format. Furthermore, each report will include an export button, enabling the admin to download the report in CSV file format for further analysis or record-keeping purposes.

16.1 Passengers

In the passenger report screen, the admin can view a list of passengers, along with their corresponding emails, phone numbers, creation dates, city, addresses, wallet amounts, and device information. The admin can search the list based on specific categories and apply filters according to the desired date range. Additionally, the admin can export the passenger report in CSV file format for further use or analysis.

16.2 Drivers

In the driver report screen, the admin can view a list of drivers, along with their corresponding phone numbers, creation dates, city, wallet amounts, and vehicle information. The admin can search the list based on specific categories and apply filters according to the desired date range. Additionally, the admin can export the driver report in CSV file format for further use or analysis.

16.3 Trips

In the trips report screen, the admin can view a list of trips along with their corresponding booking ID, driver information, passenger details, pickup and drop off locations, service type, payment information, and initiation dates. The admin can search the list based on specific categories and apply filters according to the desired date range. Additionally, the admin can export the trip report in CSV file format for further use or analysis.

16.4 Payments

The payment report screen displays a table of payments, including information such as the date, booking ID, driver, passenger, payment type, trip charges, promo deductions, total fare, admin fee, and driver payout. Users can search and filter the list by category and date range. Additionally, there is an option to export the report in CSV file format.

17. Statistics

The admin will have access to statistical data for passengers, drivers, trips, and payments in the form of graphs. These graphs can be filtered by date and time to provide a more accurate representation of the data.

17.1 Passengers

To visualize the rides availed by the passengers, the passenger screen displays a graph with different colors representing different kinds of rides. The admin can filter the graph based on different time periods and can also filter it by selecting a from date and a to date.

The passenger screen displays a bar graph that represents the number of passengers using the platform on a monthly basis. The admin can apply filters based on different time periods. The graph can also be filtered by selecting a from date and a to date to view the number of passengers during a specific time period.

17.2 Drivers

To visualize the rides accepted by the drivers, the drivers screen displays a graph with different colors representing different kinds of rides. The admin can filter the graph based on different time periods and can also filter it by selecting a from date and a to date.

The drivers screen displays a bar graph that represents the number of drivers using the platform on a monthly basis. The admin can apply filters based on different time periods. The graph can also be filtered by selecting a from date and a to date to view the number of passengers during a specific time period.

The drivers screen displays a pie chart that represents different categories of drivers using different colors. These categories include busy, free, available, unavailable, active, and inactive drivers. The pie chart can be filtered by a specific time period and sorted based on a date range selected by the admin.

17.3 Trips

To visualize the total rides in the platform, the trips screen displays a graph with different colors representing different kinds of rides. The admin can filter the graph based on different time periods and can also filter it by selecting a from date and a to date.

The trips screen displays a bar graph that represents the number of trips taken on the platform on a monthly basis. The admin can apply filters based on different time periods. The graph can also be filtered by selecting a from date and a to date to view the number of passengers during a specific time period.

The trips screen displays a pie chart that represents different categories of trips using different colors. These categories include busy, free, available, unavailable, active, and inactive drivers. The pie chart can be filtered by a specific time period and sorted based on a date range selected by the admin.

17.4 Payments

To visualize the total rides taken on the platform, the payments screen displays a graph with different colors representing different kinds of rides. The admin can filter the graph based on different time periods and can also filter it by selecting a from date and a to date.

The payments screen displays a bar graph that represents the number of payments made on the platform on a monthly basis. The admin can apply filters based on different time periods. The graph can also be filtered by selecting a from date and a to date to view the number of passengers during a specific time period.

The payments screen displays a pie chart that represents different categories of payments using different colors. These categories include busy, free, available, unavailable, active, and inactive drivers. The pie chart can be filtered by a specific time period and sorted based on a date range selected by the admin.

18. Templates

On the templates screen, the admin can send notifications to passengers or drivers by choosing from pre-existing templates. The templates are categorized into six different screens which include customer, internal email, receipts, settings, tags, and notification sounds.

18.1 Customer

The customer screen in the templates section enables the admin to conveniently send pre-set messages to passengers via SMS or email. Additionally, the admin can create custom messages by inputting the subject and message content, and then saving it for future use. The saved messages can be viewed in a list format, allowing for easy access and modification if needed.

18.2 Internal Email

On the internal email screen, the admin has the option to send notifications to drivers via email. This can be done by selecting pre-defined templates or by composing a new email by entering a subject and message. Any new messages created can be saved and viewed in a list below the compose section.

18.3 Receipts

The receipts screen enables the admin to send payment receipts to passengers by providing details such as company name, address, postal code, city, country, and registration number. Additionally, the admin can choose from various booking sources including API, manual, express, IVR, reception, mobile, street, web, and WhatsApp. Furthermore, the payment type can be selected from options such as billed, card, e-ticket, promotions, and cash.

18.4 Settings

The settings screen allows the admin to customize the email settings. The admin has the option to check the “Use custom email” box for outgoing emails. In addition, the admin can specify the company name and check the “Default pre book email fallback” checkbox. The SMS phone number can be filtered by specifying the minimum phone number length, and by typing allowed and denied prefixes.

18.5 Tags

The tags screen provides the admin with the ability to use various tags to retrieve specific information related to a particular vehicle, driver, or passenger. The tags for vehicles contain information such as the [vehicle.num]: vehicle number, [vehicle.tags.plate]: license plate, and [vehicle.tags.color_name]: color. The tags for drivers include the [driver.phone_number]: driver’s phone number, [driver.first_name]: first name, and [driver.last_name] last name. The tags for passengers include the [job.cl.first_name]: passenger’s first name and [job.cl.last_name]: last name. By using these tags, the admin can get access to specific information about vehicles, drivers, and passengers.

18.6 Notification sounds

The notification sounds screen provides the admin with the ability to send sound notifications to passengers. There are also pre-defined templates available below. Additionally, the admin can add new notifications by typing in the subject and message. All the notifications sent through this screen will be delivered to passengers in the form of a voice message.

19. Account and Settings

The account and settings screen provides the admin with the ability to modify any settings related to their account. It includes six different screens: Global settings, General, Assignment, Messages, Configuration, and Billing.

19.1 Global settings

The global settings screen offers the admin the ability to modify various settings related to the company’s branding and configuration. The admin can upload a custom logo for the company, and enable the use of promotion codes by checking a checkbox. Additionally, language settings can be modified, dispatch options can be selected, time zones and formats can be set, and units of measurement can be chosen. The admin can adjust the week starting day as well.

19.2 General

In the general settings screen, the admin can input the company ID and enable the active checkbox. Additionally, the admin can configure the payment options by selecting the desired check boxes. The tariffs can be enabled or disabled as per the admin’s choice. The advanced payment options can also be accessed by the admin. There are various payment methods available that the admin can enable or disable, such as cash, billed, hide fare, require signature, in-app payment, e-ticket, promotions, and not settled. The time and units section allows the admin to select time zone, time format, date format, week starts on and units according to the preference. Moreover, there are dispatch console settings where the admin can configure the dispatch job time and check the related alert boxes before saving all the settings.

19.3 Assignment

In the Assignment settings, the Admin has control over how jobs are assigned from the dispatch console and how the drivers receive job offers. There are also advanced features available for controlling driver information and conduct. The Admin can select various check boxes to determine how assignments are made, such as whether to assign jobs to the nearest driver or to a specific driver, and whether to allow drivers to see job offers from other drivers.
The Admin can also set dispatch timings, such as the start time for dispatching jobs, and can specify estimates for better prediction of job durations and arrival times. Other options include setting up automatic assignment rules, setting a time limit for drivers to accept or decline job offers, and selecting the type of job offer notification to be sent to drivers. Finally, the Admin can also view job history and driver performance metrics in the Assignments settings screen.

19.4 Messages

In the messages screen, the admin can change settings and create custom messages for drivers and dispatchers. There are checkboxes available for the admin to select whether they want to send messages to either drivers or dispatchers.

19.5 Configuration

The admin has the ability to input 3rd party keys such as email gateway, map keys, Twilio API keys, and payment gateway keys in the configuration screen. Within the email gateway section, the admin can provide a username and password. For payment gateways, the admin can choose a type and input a corresponding value. When it comes to Twilio API keys and Nexmo, the admin can input an ID, token, number, and server key.

19.6 Billing

There are two billing screens available: the “overview” screen and the “your billing info” screen.

19.6.1 Overview

The “overview” screen displays important billing information such as the account balance and the number of activated vehicles. In order to make a payment, the admin can click on the “add funds” button to add more funds to their account. To add registered cards, the admin can click on the “add card” button. The screen also displays the rate at which the platform charges. If the admin needs further assistance, they can contact their account manager by sending an email to support@cabstartup.com.

19.6.2 Your Billing Info

The “billing info” screen enables the admin to add their billing information, which will be displayed on the automatically generated receipts when they add funds for their monthly vehicle activation fees. The receipts are sent to the email address provided by the admin. The following billing details must be added: company name, registration number, address, city, state, country, and VAT number. In addition, the admin must provide contact information, including their name, email address, and phone number.

20. Booking Apps

The booking apps screen consists of four different screens: Online Booking, IVR, Reception Tool, and Rebranding Apps.

20.1 Online booking

The “Online Booking” screen allows the admin to configure settings related to bookings made through the Passenger App and web form. To embed the booking form onto a website, the admin can navigate to the “Embed form” tab and follow the provided steps. The admin can activate or deactivate the online booking feature, choose a display name, and enable phone verification. The admin can also set limits on the number of online and app pre-bookings that can be made, and specify time requirements for online bookings. Additionally, the admin can choose what information will be visible to the passenger during the booking process.

20.2 IVR

The “IVR” booking feature enables passengers to place a booking by calling a designated phone number and following recorded messages to select their desired address. The admin can customize the voice settings by selecting a preferred language and voice. Additionally, the admin can configure settings for different scenarios, such as when a booking is successful with an estimated time of arrival (ETA), when a booking is successful without an ETA, when a booking fails, and when an unknown number calls.

20.3 Reception Tool

The “Reception Tool” screen allows the admin to customize their reception tool with their company logo and colors. There is also a field available to input the URL of the back office. The admin can choose the logo type and select from available themes to further personalize their reception tool.

20.4 Rebranding Apps

The “Rebranding Apps” section consists of four screens: Android Passenger Premium, iPhone Passenger Premium, Android Driver Premium, and iPhone Driver Premium. These screens allow the admin to customize the branding and appearance of the passenger and driver apps for both Android and iPhone platforms.

20.4.1 Android Passenger Premium

The Android Premium Passenger App Rebranding is a service offered by CabStartup that allows taxi companies to have a standalone app with their own branding published on their own Google Play Developer account. The app can be made available in select countries, and there is a one-time fee of USD 1500. To maintain the app, at least 15 vehicle activations per month are required, and there is a fee of USD 25 for the Google Play Developer account. The completed app will be delivered within a month of confirmation and payment.

20.4.2 iPhone Passenger premium

The iPhone Premium Passenger App Rebranding is a service offered by CabStartup to rebrand their existing taxi booking app with a client’s own branding and publish it as a stand-alone app on their Google Play Developer account. This means that customers can download and use the app without having to select the company from within another app. The rebranded app is available for a one-time fee of USD 1500 and requires the client to pay for at least 15 vehicle activations every month to keep it maintained. The completed app will be sent to Google Play within a month of confirmation, and the delivery time for Apple’s approval process is not included.

20.4.3 Android Driver Premium

The Android Premium Driver App Rebranding service is offered by CabStartup. The service allows for the creation of a stand-alone app published on the customer’s Google Play Developer account that only contains their company’s branding. The app will have access to statistics directly from Google Play about the number of downloads, and there is a one-time fee of USD 1500. The requirement to order this service is to pay for at least 15 vehicle activations per month, and the delivery time is estimated at one month.

20.4.4 iPhone Driver Premium

The iPhone Driver Premium App Rebranding service is provided by CabStartup. The app is published as a standalone app on your own Google Play Developer account, and the rebranded app only contains your branding, without the name “Taxi Booker”. The app will be available for download in countries of your choice, and the price for this service is a one-time fee of USD 1500. There is also a requirement to pay for at least 15 vehicle activations per month to keep the app active. The delivery time for the completed rebranded app is estimated to be within a month after confirmation of correct information, payment, and active developer account. The time for Apple’s approval process is not included in this estimate.

21. Merchant

The merchant screen is a user interface that displays a list of merchant users along with their associated phone number, email address, merchant name, and status. An admin has the ability to add new merchants to the list. Additionally, the list of merchants can be exported as a CSV file, which can be opened in spreadsheet software such as Microsoft Excel or Google Sheets for further analysis or record-keeping purposes.

21.1 Add Merchant

In the “Add merchant” screen, the admin is required to enter both the account information and bank information for the new merchant. The account information includes the merchant’s first name, last name, phone number, and email address. The bank information includes the account holder’s name, account number, routing number, social security number (SSN), date of birth (DOB), verification document front and back, address, city, state, and zip code.

22. Vehicle Maintenance

The Vehicle Maintenance screen displays a list of vehicles along with their driver’s name, type of vehicle, plate number, shift timings, and current status. The screen allows the user to export the list in CSV format and search for specific vehicles using the search bar. This screen is used to monitor and track the maintenance status of each vehicle in the fleet, ensuring that they are well-maintained and running smoothly.

 

Table of Contents