Add your first service, rate and vehicle

Goal

Create the first services, a starting rate for one vehicle class, and one real vehicle, so the quote engine has something to price.

Prerequisites

• You are an owner or administrator and the setup wizard is open on the Service and vehicle step.
• You know the make, model and registration of one real vehicle, unless your workspace already has a vehicle.
• You have decided the least you charge for one job and your hourly rate.

Steps

1. Under Services you offer, select every service you sell: Airport Transfers, Corporate Travel, Hourly Chauffeur or Events. Selected services show a tick. You can add or change services later.
2. Under Vehicle class, choose the class that fits your first vehicle.
3. In Minimum fare per trip, enter the least you charge for one job. It must be greater than zero.
4. In Hourly rate, enter what you charge per hour for hourly and as-directed jobs. It must also be greater than zero.
5. If the page shows Fleet already connected, your workspace already has a vehicle and nothing more is needed here. Otherwise, under Your first real vehicle, enter Make, Model and Registration.
6. Under Do you drive as well?, choose I also drive to create a driver profile for yourself, or I manage operations only. You can invite drivers later either way.
7. Under Business hours, choose 24/7, or choose Set opening hours and fill in Opens and Closes.
8. Under Charge for empty driving, tick From your base to the pickup and From the drop-off back to your base if your prices should include that empty travel. Both are off by default, which means a price covers only the job itself.
9. Select Save and continue.

Expected result

A message reading Service and fleet saved appears and the wizard moves to Business email. Your services exist, the chosen vehicle class has a rate card with your minimum fare and hourly rate, and the vehicle is in your fleet. With I also drive, your own driver profile exists, and saving again updates that profile instead of adding a second one.

The wizard does not set a distance rate. A new rate card starts with a rate per kilometer or mile of zero, so set it before you rely on quotes for longer distances. The article on class rate cards shows where.

Troubleshooting

• If the page says Choose a service, select at least one service.
• If the page says Base rate must be greater than zero or Hourly rate must be greater than zero, enter a positive amount in the field you filled. Zero and empty prices are not accepted.
• If the page says Complete the real vehicle details, fill in Make, Model and Registration. Each one is required when the workspace has no vehicle.
• If the page says the server is still updating, wait a moment and save again. No pricing data was changed.
• If the vehicle class already had a rate card, the wizard leaves that card as it is. Change existing rates in the class rate card screen.
• If your vehicle seats more than three passengers, open the vehicle in the fleet list and correct its capacity, because the wizard does not ask for it.