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Procurement
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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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Quotation request form
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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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Manage translations
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Send a Google Form survey via email
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Use the canned emails
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Remote support with Sengerio Team
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 driver groups
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Dispatch - Manage the operational communications
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Plan your driver and assistant hire duties
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Manage vehicle groups
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Assign and remove a hire duty to a supplier
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Manage the scheduler of your vehicles
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Plan and send daily agenda emails
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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 from website
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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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Manage the options due dates
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Reply to a Request for quotation
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How to Send a Request for 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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List of bookings
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History of a booking
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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 additional expenses and extras in the booking
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Take advantage of trip notifications
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Use document templates
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Connect two or more trips
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Use section templates
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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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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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Route synchronization with the customer
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Retrieve an email address from a booking
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Verify trip invoicing
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Import my bookings in Sengerio
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Use the step tracking feature for a trip
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
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Edit the template of a journey
Rate tables
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Configure a rate table for Private Tour
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Configure additional expenses by city
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Configure a rate table for Private 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
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Configure a rate table applied to a Supplier
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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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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Duplicate an invoice
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Create a pro forma invoice
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Print or send invoices
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Invoice one or more quotations
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Invoicing to the subcontract customer
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Localize sales tax name and additional fields
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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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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How to connect with a Business Partner
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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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Deactivate and reactivate a human resource
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Manage the human resource requests
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List of human resources
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Manage the other activities of a human resource
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Manage the documents of your human resources
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Enable the Sengerio Driver App for your driver
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Use the drivers activity report
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Create a human resource
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Manage your human resource contracts
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Use the advances report
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Manage human resources due dates
Board
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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
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Upload files on the board and share them
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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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
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Manage vehicle due dates
Messages
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Manage activities
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Messages list
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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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View and navigate among charts
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Read the Customer Turnover graph
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Read the Booking volume graph
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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
Procurement
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Accept or refuse assigned services
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Communicate vehicles to the Buyer
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Request vehicles to carrier for certification
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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Manage the teams
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View the list of accesses
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Configure a user role with hidden prices and customer
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Obtain a token for the Sengerio API
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Insert a user photo
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Disable a user
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Add or edit a user
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Change user password
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Manage user roles
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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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Use a subaccount
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Manage your subaccounts
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Configure a sub-domain
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Manage your operator page
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Manage your list of connections
Subscription
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View the invoices of your subscription
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Enter billing information
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Renew your Sengerio subscription
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View your Sengerio subscription
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Insert a logo and a cover image for the operator
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 – Manage the presence
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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 – Change the profile and the password
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Sengerio Driver – Use the Agenda
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Sengerio Driver – Make a collection
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Sengerio Driver – Login
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Sengerio Driver – View the route of a booking
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Sengerio Driver – View the attachments for the driver
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Sengerio Driver - Use the Board
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How to enable Telegram notifications
Procurement
Tools to make the most of collaboration
Accept or refuse assigned services
Communicate vehicles to the Buyer
Request vehicles to carrier for certification
Sengerio SUPPORT
| 2022
Help
Updates