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June 30, 2010 – 10:04 am

We are currently in the final stages of testing for a rollout this coming saturday.

A significant amount of improvements to the quotation process have been developed. Including:

  • Improvements to the PDF Quote
  • Improvements to the Sending of emails to customers
  • Improvements to the way attachements are auto-generated and sent with emails
  • Improvements to the PDF Invoice
  • Improvements to the Fee’s breakdowns and tax rates
  • Improvements to Quote details to capture additional information from the customer

All of these improvements are based on feedback gathered by customers – so Thank You for your assistance to date.

We are busy testing and creating training material so you can take advantage of what promises to be the most advanced quoting and invoicing process available to motorcoach operators worldwide.

Regards

TravelManager Support

June 25, 2010 – 9:00 am

Documents such as PDF’s or Word Docs can be attached to any email template created in TravelManager. This feature allows for operators to attach terms and conditions, marketing information about their fleet and company or any type of document that would be of value to send with an email template.

As will all features of the email templates the user can override the default options to remove or add additional attachments on per charter / private hire basis.

Some recommended templates would include:

1)   Terms & Conditions

2)   Company History & Fleet Profile

3)   How to Charter/Hire a Motorcoach?

4)   What additional fees/services are included and not included?

5)   Etc.

Setup requires administrator level access under MyAccount -> Admin -> Email Templates.

Regards,

Eamonn

June 23, 2010 – 9:00 am

In TravelManager there’s 17 default statuses that can be applied to a quote. These help track the progress of each quote from new to closed and the possible scenarios during the booking process.  To faciliate best business practise a TravelManager administrator can configure the email templates with triggers on the Status of the quote. There are two main types of change

1)   Quote status from

Control what email templates are available based on the Quote Status. The email templates can be available regardless of the status by not applying any “Quote Status From” selection on an email template. Alternatively if you apply a “Quote Status From” for example to be “Open” the email template will only be displayed when the quote status is “Open”.

**If you’re using a lot of email templates this can really simplify you options based on quote status.

2) Quote Status To

Have the Quote Status change based on what email template is sent. This second type of automated change is the status change where the email template triggers a change in state e.g. The status could be changed from “Open” to “Quoted” once a proposal / quotation is sent to the client.

Simply change the “Quote Status To” the new status.

Regards,

Eamonn

eamonn Email Templates 2: How to setup statuses in TravelManager Email Templates?

June 21, 2010 – 9:00 am

The Quotation template and PDF is undergoing a major redesign at the moment so based on some great feedback we’re adding the ability to add Custom Fees as standard to your quotes. This custom fees can be specific surcharges that may apply to your area or fees that are company policy e.g. A fee for having a restroom / lavatory on the vehicle.

As these charges maybe standard across the majority of your quotes, you can now have them as default fees that will appear automatically. As with everything with the templates you can overide a standard option on a per quote basis. This should really help insuring that you’re billing as consistently as possible as well as avoiding any possible confusion with your customers.

Custom Fees in TravelManager Custom Fees for Private Hire / Charter Quotations in TravelManager

Custom Fees in TravelManager

*This new feature goes live this week but here’s a quick screenshot of what it looks like in the admin section of TravelManager.

Regards,

Eamonn

June 10, 2010 – 10:15 am

We’re in the process of redesigning the PDF templates in TravelManager for Quotations, Confirmations, Invoicing and Receipts. Based on feedback over the last few months we’ve been adding additional fields such as breakdown on fees, comments for pickup and drop off locations and whole range of other requests.

Mock Quotation Template Design New Designs for Quotation PDF Template – In Development

New Design for TravelManager Quotation PDF Template

The design is still undergoing some final changes but I thought it was time to share what’s been created so far. We’re hoping to launch this update for the 19th of July.

*As ever we always appreciate comments and feedback.

Regards,

Eamonn

eamonn New Designs for Quotation PDF Template – In Development

June 4, 2010 – 3:59 pm

As the number of TravelManager customers is growing on a daily basis we’ve decided it’s time to start upscaling our level of Customer Support. To start this process we’re moving all our customer support and training material online to a great tool we’ve been evaluating the last few weeks called Zendesk.

Zendesk Solutions Scaled TravelManager Help Desk BETA

TravelManager Help Desk Solutions

It’s a web based customer support that will allow all TravelManager customers to manage their support issues as well as stay informed on the latest updates and search for frequently asked questions and more. We’re hoping to build a community of TravelManager users to share ideas and tips combined with official support material from the TravelManager team.

Zendesk Ticket History Scaled TravelManager Help Desk BETA

TravelManager Help Desk Ticket History

For our regular blog readers you can see the Beta verison live on here: (http://travelmanager.zendesk.com) before our official launch in 2 weeks with our new website on Friday 16th July.

Exciting times… I might even change my profile photo for the new site icon smile TravelManager Help Desk BETA

Regards,
Eamonn

eamonn TravelManager Help Desk BETA

**Content is being adding every day to the help desk so keep checking back for the latest help and support.

June 4, 2010 – 7:02 am

We now have a dedicated release notes page so as well as the regular blog updates you can also see a more detailed overview of what additions / issues have been resolved on a more regular basis

The release notes page can be found in the footer of the main website and also here – Release Notes

TravelManager is driven by user feedback – and we really appreciate it.

Thanks

TravelManager Support