We’re empowering agencies and advisors to do great things together
Simplify your day-to-day, and client expectations without blowing all your precious time.
We have a kind of services that it is an at disposal car, like, the driver picks up the client at 08am and takes the client wherever he wants through several hours, is it possible to add at Transport Services?
Do you have an API with the google maps due to integration the all address information just with the Zip Code?
The first page of TRIP’s module we have all trips and 2 choices: My trip and All trip. Is it possible to keep the all trips as the preferred signed one for Admin users?
It would be great to have a tool to set programmed tasks for each created trip, due to has a step by step of action to follow. Ex.: After confirmed trip status jump into the tasks' module: check documents; send insurance quote; etc, what do you want.
For the Commissions Paid report, the name shown under Client Name (and exported as well) appears to be the last name when there are multiple travelers, not the Main Client as I would expect. For example, in my case, the report is showing children as the client for those transactions where a family was traveling.
It would be amazing to have the option to export the trips list (just like in the clients' module)