Quick reference
Who does what
Section titled “Who does what”| Stage | Agent, on-site | Agent, off-site | Yard |
|---|---|---|---|
| Inquiry | Quote from New booking | Quote from New booking | |
| Create | New booking, Confirm, Send for Payment | New booking, Confirm, Payment Request | |
| Before pickup | Edit, Change Class, Reprice, Messages | Edit, Change Class, Reprice, Messages | Run Pre-Hire Checklist, Assign vehicle |
| Handover | Customer, Conditions, Payment, Terms steps | Vehicle step on the tablet | |
| On hire | Extend Booking, Split Booking, Stored Payment Card | Extend Booking, Stored Payment Card, Messages | Handover vehicle steps |
| Handback | Check In step, final Send for Payment | Payment Request, Invoice | Vehicle step on the tablet |
| Settlement | Send for Payment, Bond | Send for Payment, Bond |
Status glossary
Section titled “Status glossary”| Badge | Booking | Reservation |
|---|---|---|
| DRAFT | Quoted, not committed | |
| HELD | Kept briefly before confirmation: 30 minutes for a console Draft, about two minutes while an online payment is captured | |
| CONFIRMED | Contracted | |
| PLANNED | Reserved, vehicle may still be swapped within the class | |
| ACTIVE | Vehicle with the customer | Vehicle with the customer |
| COMPLETED | Vehicle back, account may be open | Returned, slot kept |
| CLOSED | Settled in accounting. Not set from the console today | |
| CANCELLED | Contract void | Vehicle released |
Where to find it
Section titled “Where to find it”| I want to | Go to |
|---|---|
| Check availability or quote | Bookings, New booking |
| See which car a booking is planned on | The Vehicle field in the Booking panel, or Bookings, Calendar |
| Move a booking to another car | Bookings, Calendar, drag, Save |
| Change dates, products, drivers, class | Booking, Edit, Save |
| Price the booking again | Booking header, Reprice |
| Write to the customer | Booking header, Messages |
| Stop an automated SMS | Messages, Scheduled Messages, skip |
| Take or request money | Booking, Send for Payment |
| See what is billed and paid | Booking, Settlement tab |
| Hand the car over | Workflows, Check Out |
| Take the car back | Workflows, Check In |
| Keep the car longer | Booking, Extend Booking |
| Swap the car or the class mid-hire | Booking, Split Booking, then Workflows, Handover on the follow-on |
Things Torque will not do for you
Section titled “Things Torque will not do for you”- Charge a late fee, a fuel fee or a damage fee by itself. Add the product, then bill it.
- Send an automated message late. If the window has passed, write to the customer yourself.
- Retry a failed automated message.
- Clean up an expired hold. It does that on its own.
- Let a vehicle out without the bond, or a booking below the floor price without the override.