How do I generate a fare quote without booking the ride?

You can generate a stored quote on a customers account by following the exact same process as if you were going to place a new booking in the BookingsCreate section.

Fill out the booking information then click the Save Quote button next to Create Booking

You will then be sent to a Quote Request page. From here you will see the options Copy Job Email Quote SMS Quote

If a customer calls and you wish to continue to book a previously rejected ride, hit Copy Job as you would do an existing booking, this will work in the exact same way as the current active bookings copy job feature does.

Please however be aware that airport flight numbers, and recurring job information is not stored, the only information logged from the booking form is:

  • Address Information
  • Pricing Information
  • Customers Contact Information and Client Account
  • Passengers, Cases, Wheelchair Accessible, and Vehicle Preference.
  • Job Notes
Some clients have used the notes field to log other important information as the clients are unable to see the content of the notes field. Such information could include up sell information or reasons for not proceeding.

If a client calls back to proceed with a previously rejected booking or quote request, you can retrieve these in the BookingsQuotes page. Find the customers account and hit the Reject ID to load the same screen as above.