Sengerio SUPPORT
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Sengerio
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Base functionality
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Manage numerical series
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Upload an attachment
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Scroll from one form to the next or the previous
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Configure a link to your site
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Select a customer or supplier
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Manage pages of a list
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Lists and elements management
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Sort data in a list
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Manage list columns
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-Recover lost password
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Keyboard shortcuts
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Restore default settings
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Update a form or list
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-Read the Sengerio news
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Use the filters on the lists
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Manage privileges
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Print or export the contents of a grid to Excel
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-Ask for support to the Sengerio team
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Delete an item from a list or an entire form
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-Use the quick search tool
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How to assign vehicles, drivers and suppliers
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Send a Google Form survey via email
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Use the canned emails
Agenda and Scheduler
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Manage the scheduler of your drivers
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Manage the Attestation of Activity
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Manage the preferences for Agenda and Scheduler
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Share one or more assignments
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Manage the agenda
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Manage supplier groups
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Plan your vehicle hire duties
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Manage the operational communications
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Plan your driver and assistant hire duties
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Plan and send daily agenda emails
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Assign and remove a hire duty to a supplier
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Manage shared rides
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Manage driver groups
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Manage vehicle groups
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Manage the scheduler of your vehicles
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Print or send Scheduler
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View the telephone numbers of drivers in hire duties
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Lock and unlock assigned resources
Quotations
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Manage quotation requests
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Use the search window in the list of quotations
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Create an option for a trip
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List of quotations
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Manage the prices in the quotation
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Confirm a quotation
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Manage the quotation costs
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Duplicate a quotation
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Insert a note in a quotation
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Use the reference in the quotations
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Print or send quotation document
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Insert an activity in a quotation
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Create a quotation
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Manage the route and hire duties in the quotation
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Upload an attachment in a quotation
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Manage Terms and Privacy
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Quotation for a return trip
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Close a quotation
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Manage the extras in the quotation
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Configure the follow-up of a quotation
Bookings
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Manage the prices in the booking
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Specify the territoriality of a trip
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Insert a note in a booking
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Insert a “No show” in a booking
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Manage incurred expenses in the booking
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Duplicate a booking
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Repeat a booking
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Use the reference in the booking
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Booking for a return trip
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Manage the costs of a booking
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Use the search window in the list of bookings
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List of bookings
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History of a booking
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View step tracking
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Calculate the Sales Tax surcharge
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Create a booking
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Use flight information
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Insert an activity in a booking
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Cancel a booking
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Manage the extras in the booking
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Insert an issue on the road in a booking
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Configure the variable costs of a Booking
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Close a booking
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Differences between closing and canceling a booking
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Manage your places
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Print or send booking document
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Enter the information of the completed trip
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Manage payments of a booking
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Profit analysis of a Booking
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Manage the route and hire duties in the booking
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Upload an attachment in a booking
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Use the passengers list
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Retrieve an email address from a booking
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Import my bookings in Sengerio
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Invite suppliers to offer a price
Lines
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Plan the journeys of a line
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Create a line and its journeys
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List of lines
Rate tables
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Set the prices and costs for Private tour
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Configure additional expenses in the rate table
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Set the prices and cost for Private transfer
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Set the prices for Shared transfer
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Configure the supplements of a rate table
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Create a rate table
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List of rate tables
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Duplicate a rate table
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Set the geographic areas to use in the rate tables
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Set the validity for the rate table
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Reserve a rate table for one or more customers
Due date center
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Manage the options due dates
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Manage vehicle due dates
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Manage human resources due dates
Invoicing
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Organize invoice rows
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Create an advance invoice
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Invoice one or more bookings
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Manage invoice payments
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Create an invoice
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Remittance advice of suppliers invoice
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Use the search window in the list of invoices
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Change the preferences for the invoice
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Add payments from the invoice list
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List of invoices
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List of payments
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Create a pro forma invoice
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Duplicate an invoice
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Print or send invoices
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Manage intergroup invoicing
Credit notes
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Connect a credit note to an invoice
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List of credit notes
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Print or send the credit note
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Create a credit note
Statements
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Customer statements
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Supplier statements
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Set automatic reminders
Business partners
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Manage the preferences for business partners
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Deactivate or reactivate a business partner
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Insert a note in the business partner
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Manage the contacts of a business partner
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Use the search window in the list of business partners
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Create a business partner
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Set the credit limit for a customer
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List of business partners
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Import my business partners in Sengerio
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Manage the business relationship with a business partner
Human resources
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Insert a photo of your human resource
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Manage the human resource absences
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Import your human resources in Sengerio
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Manage the on hands of a human resource
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Manage the other activities of a human resource
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Use the search window of human resources
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Deactivate and reactivate a human resource
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Enable the Sengerio Driver App for your driver
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Manage your human resource contracts
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Manage the documents of your human resources
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List of human resources
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Use the drivers activity report
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Manage the human resource requests
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Create a human resource
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Use the advances report
Board
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-Use the Board in the Sengerio Driver application
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-View the posts on the board
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-Insert a post with an attachment
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-Insert a post on the board
Vehicles
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Use the Vehicles activity report
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Use the Report of vehicle work days
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Manage your vehicle’s refuelings
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Associate a vehicle with a supplier
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Manage the due date of one of your vehicles
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Configure depots
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Manage downtimes of one of your vehicles
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Import your vehicles in Sengerio
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Import your refuelings in Sengerio
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Configure the checklist for the vehicles inspections
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Use the search window in the list of vehicles
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Set a pre-assigned driver to one of your vehicles
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Insert the photo of your vehicle
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Deactivate and reactivate a vehicle
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Use the refuelings Report
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Manage penalties of your vehicles
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Manage accidents of your vehicles
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Manage the maintenance of one of your vehicles
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Manage your tanks
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Check the inspections of your vehicles
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List of vehicles
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Create a vehicle
Messages
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Messages list
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Manage activities
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Manage a conversation in Sengerio
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Manage pending actions
Dashboard
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Read the supplier turnover graph
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Read the Customer Turnover graph
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Read the Booking volume graph
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View and navigate among charts
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Select a date range
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Read the Human resource graph
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Read the Vehicles Turnover graph
Buyer and transport company
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Transport company - Accept or refuse services from a Buyer
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Buyer - Assign sequences of services
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Buyer - Work with transport companies
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Transport company - Communicate vehicles to the Buyer
Sengerio integrations
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Error guide for QuickBooks Online integration
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Configure integration with QuickBooks Online
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Configure integration with Stripe
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Configure integration with Twilio
Users
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Configure a user with hidden prices and customer
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Manage the teams
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View the list of accesses
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Obtain a token for the Sengerio API
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Insert a user photo
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Add or edit a user
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Change user name or password
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Manage user roles
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Disable a user
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Enter the signature of the user
Operators
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Manage the operator for a service, invoice or credit note
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-Add notes and private tags on other operators
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Manage responsible persons
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Use a subaccount
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Manage the contacts of your company
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Manage your subaccounts
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Manage your operator page
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-Manage your list of connections
License
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View the invoices of your license
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Enter billing information
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Renew your Sengerio license
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View your Sengerio license
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Insert a logo and a cover image for the operator
Sengerio Mobile
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-Sengerio Mobile – Create a connection to Sengerio on the home screen of your smartphone
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-Sengerio Mobile – Use the Agenda
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-Sengerio Mobile – View the notes of a booking
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-Sengerio Mobile – Change the profile and the password
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-Sengerio Mobile – Assign or remove a vehicle
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-Sengerio Mobile – Assign or remove a supplier
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-Sengerio Mobile – View the attachments of a booking
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-Sengerio Mobile – Assign or remove a driver
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-Sengerio Mobile – Logout
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-Sengerio Mobile – Login
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-Sengerio Mobile – View the route of a booking
Sengerio Driver
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-Sengerio Driver – Log out
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-Sengerio Driver – Insert and view the attachments of a booking
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-Sengerio Driver – View the notes of a booking
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-Sengerio Driver – Create a connection to Sengerio on the home screen of your smart phone
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-Sengerio Driver – Enter the odometer data
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-Sengerio Driver – Manage the vehicle inspections
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-Sengerio Driver – Manage the refuelings
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-Sengerio Driver – Enter an expense
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-Sengerio Driver – Use the Agenda
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-Sengerio Driver – Manage the presence
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-Sengerio Driver – Change the profile and the password
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-Sengerio Driver – Make a collection
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-Sengerio Driver – Login
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-Sengerio Driver – View the passenger list
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-Sengerio Driver – Use step tracking
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-Sengerio Driver – Manage leave requests
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-Sengerio Driver – View the attachments for the driver
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-Sengerio Driver – View the route of a booking
Users
Organize users inside the account
Configure a user with hidden prices and customer
Manage the teams
View the list of accesses
Obtain a token for the Sengerio API
Insert a user photo
Add or edit a user
Change user name or password
Manage user roles
Disable a user
Enter the signature of the user
Sengerio SUPPORT
| 2020
Help
Updates
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Sengerio SUPPORT | 2020 Sengerio SUPPORT | 2020