Sengerio SUPPORT
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Sengerio
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Sengerio SUPPORT
Users
Help
Base functionality
Manage numerical series
Upload an attachment
Scroll from one form to the next or the previous
Quotation request form
Select a customer or supplier
Manage pages of a list
Lists and elements management
Sort data in a list
Manage list columns
What to do in case of forgotten password
Keyboard shortcuts
Restore default settings
Update a form or list
Use the filters on the lists
Manage privileges
Print or export the contents of a grid to Excel
Ask for support to the Sengerio team
Delete an item from a list or an entire form
Use the quick search tool
How to assign vehicles, drivers and suppliers
Markdown guide
Send a Google Form survey via email
Manage translations
Use the canned emails
Remote support with Sengerio Team
Agenda and Scheduler
Manage the scheduler of your drivers
Manage the Attestation of Activity
Manage the preferences for Agenda and Scheduler
Share one or more assignments
Manage the agenda
Manage supplier groups
Plan your vehicle hire duties
Manage driver groups
Dispatch - Manage the operational communications
Plan your driver and assistant hire duties
Manage vehicle groups
Assign and remove a trip to a supplier
Manage the scheduler of your vehicles
Send daily agenda emails
Print or send Scheduler
View the telephone numbers of drivers in hire duties
Lock and unlock assigned resources
Quotations
Manage quotation requests from website
Create an option for a trip
List of quotations
Manage the prices in the quotation
Confirm a quotation
Manage the quotation costs
Duplicate a quotation
Insert a note in a quotation
Print or send quotation document
Insert an activity in a quotation
Create a quotation
Manage the route and hire duties in the quotation
Upload an attachment in a quotation
Manage Terms and Privacy
Quotation for a return trip
Close a quotation
Manage the extras in the quotation
Manage the options due dates
How to Send a Request for quotation
Reply to a Request for quotation
Bookings
Manage the prices in the booking
Specify the territoriality of a trip
Insert a note in a booking
Insert a “No show” in a booking
Manage incurred expenses in the booking
Duplicate a booking
Repeat a booking
Booking for a return trip
Manage the costs of a booking
List of bookings
History of a booking
Create a booking
Use flight information
Insert an activity in a booking
Cancel a booking
Manage the additional expenses and extras in the booking
Take advantage of trip notifications
Use document templates
Add a second driver to a booking
Connect two or more trips
Use section templates
Insert an issue on the road in a booking
Configure the variable costs of a Booking
Close a booking
Differences between closing and canceling a booking
Manage your places
Print or send booking document
Enter the information of the completed trip
Profit analysis of a Booking
Manage the route and hire duties in the booking
Upload an attachment in a booking
Use the passengers list
Route synchronization with the customer
Retrieve an email address from a booking
Verify trip invoicing
Import my bookings in Sengerio
Use the step tracking feature for a trip
Lines
Plan the journeys of a line
Create a line and its journeys
List of lines
Edit the template of a journey
Rate tables
Configure a rate table for Private Tour
Configure additional expenses by city
Configure a rate table for Private Transfer
Configure the supplements of a rate table
Create a rate table
List of rate tables
Duplicate a rate table
Set the geographic areas to use in the rate tables
Set the validity for the rate table
Reserve a rate table for one or more customers
Configure a rate table applied to a Supplier
Invoicing
Organize invoice rows
Create an advance invoice
Invoice one or more bookings
Manage invoice payments
Create an invoice
Change the preferences for the invoice
Add payments from the invoice list
List of invoices
List of payments
Duplicate an invoice
Create a pro forma invoice
Print or send invoices
Invoice one or more quotations
Invoicing to the subcontract customer
Lock and unlock an invoice
Localize sales tax name and additional fields
Credit notes
Connect a credit note to an invoice
List of credit notes
Print or send the credit note
Create a credit note
Statements
Customer statements
Supplier statements
Set automatic reminders
Business partners
Manage the preferences for business partners
Deactivate or reactivate a business partner
Insert a note in the business partner
Manage the contacts of a business partner
Create a business partner
Set the credit limit for a customer
List of business partners
Import my business partners in Sengerio
How to connect with a Business Partner
Manage the business relationship with a business partner
Manage your list of connections
Human resources
Insert a photo of your human resource
Manage the human resources absences
Import your human resources in Sengerio
Manage the on hands of the human resources
Deactivate and reactivate a human resource
Manage the human resource requests
List of human resources
Manage the other activities of the human resources
Manage the documents of your human resources
Enable the Sengerio Driver App for your driver
Use the drivers activity report
Create a human resource
Manage your human resource contracts
Use the advances report
Manage human resources due dates
Board
View the posts on the board
Insert a post with an attachment
Insert a post on the board
Upload files on the board and share them
Vehicles
Use the Vehicles activity report
Use the Report of vehicle work days
Manage refuelings of your vehicles
Associate a vehicle with a supplier
Manage the due date of one of your vehicles
Configure depots
Manage downtimes of your vehicles
Import your vehicles in Sengerio
Import your refuelings in Sengerio
Configure the checklist for the vehicles inspections
Set a pre-assigned driver to one of your vehicles
Insert the photo of your vehicle
Deactivate and reactivate a vehicle
Use the refuelings Report
Manage penalties of your vehicles
Manage accidents of your vehicles
Manage maintenances of your vehicles
Manage your tanks
Check the inspections of your vehicles
List of vehicles
Create a vehicle
Take advantage of GPS tracking from the map
Activate GPS tracking on your vehicles
Manage vehicles due dates
Messages
Messages list
Manage activities
Manage a conversation in Sengerio
Manage pending actions
Dashboard
Read the supplier turnover graph
Read the Booking volume graph
Read the Customer Turnover graph
Select a date range
Read the Human resource graph
Read the Vehicles Turnover graph
Trading
Assign, edit and cancel a booking to a supplier
Request a quotation from suppliers
View external resources and step tracking of bookings assigned to supplier
Sengerio integrations
Error guide for QuickBooks Online integration
Configure integration with QuickBooks Online
Configure integration with Stripe
Configure integration with Twilio
eSign - How does the request eSign work
eSign - List of possible errors and management
eSign - Guide for activation
Users
Configure a user role with hidden prices and customer
View the list of accesses
Obtain a token for the Sengerio API
Insert a user photo
Disable a user
Manage user roles
Change user password
Enter the signature of the user
Add or edit a user
Manage the teams
Operators
Manage the operator for a service, invoice or credit note
Use a subaccount
Domain configuration
Manage your subaccounts
Manage your operator page
Insert a logo for the operator
Subscription
Pay for subscription by bank transfer
Payments, billing and transactions
Sengerio subscription
Configure the resources for your subscription
Sengerio Driver
Sengerio Driver – Log out
Sengerio Driver – Insert and view the attachments of a trip
Sengerio Driver – View the notes of a booking
Sengerio Driver – Create a connection to Sengerio on the home screen of your smart phone
Sengerio Driver – Enter the odometer data
Sengerio Driver – Manage the vehicle inspections
Sengerio Driver – Manage the refuelings
Sengerio Driver – Enter an expense in a booking
Sengerio Driver – Manage the presence
Sengerio Driver – View the passenger list
Sengerio Driver – Use step tracking
Sengerio Driver – Manage leave requests
Sengerio Driver – Change the profile and the password
Sengerio Driver – Use the Agenda
Sengerio Driver – Make a collection
Sengerio Driver – Login
Sengerio Driver – View the route of a booking
Sengerio Driver – View the attachments for the driver
Sengerio Driver - Use the Board
How to enable Telegram notifications
Users
Organize users inside the account
Configure a user role with hidden prices and customer
View the list of accesses
Obtain a token for the Sengerio API
Insert a user photo
Disable a user
Manage user roles
Change user password
Enter the signature of the user
Add or edit a user
Manage the teams
Sengerio SUPPORT
| 2023
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Sengerio SUPPORT
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