Sengerio SUPPORT
Help
Updates
English
English
Italian
Sengerio
How can we help you?
→
Subscription
→
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
»
Recover lost password
»
Keyboard shortcuts
»
Restore default settings
»
Update a form or list
»
Read the Sengerio news
»
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
»
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 hire duty to a supplier
»
Manage the scheduler of your vehicles
»
Plan and 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
»
Use the reference in the quotations
»
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
»
Reply to a Request for quotation
»
How to Send 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
»
Use the reference in the 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
»
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
»
Create a pro forma invoice
»
Duplicate an invoice
»
Print or send invoices
»
Invoice one or more quotations
»
Invoicing to the subcontract customer
»
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
Human resources
»
Insert a photo of your human resource
»
Manage the human resource absences
»
Import your human resources in Sengerio
»
Manage the on hands of a human resource
»
Deactivate and reactivate a human resource
»
Manage the human resource requests
»
List of human resources
»
Manage the other activities of a human resource
»
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 your vehicle’s refuelings
»
Associate a vehicle with a supplier
»
Manage the due date of one of your vehicles
»
Configure depots
»
Manage downtimes of one 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 the maintenance of one of your vehicles
»
Manage your tanks
»
Check the inspections of your vehicles
»
List of vehicles
»
Create a vehicle
»
Manage vehicle due dates
Messages
»
Messages list
»
Manage activities
»
Manage a conversation in Sengerio
»
Manage pending actions
Dashboard
»
Read the supplier turnover graph
»
View and navigate among charts
»
Read the Booking volume graph
»
Read the Customer Turnover graph
»
Select a date range
»
Read the Human resource graph
»
Read the Vehicles Turnover graph
Procurement
»
Accept or refuse assigned services
»
Communicate vehicles to the Buyer
»
Request vehicles to carrier for certification
Sengerio integrations
»
Error guide for QuickBooks Online integration
»
Configure integration with QuickBooks Online
»
Configure integration with Stripe
»
Configure integration with Twilio
Users
»
Manage the teams
»
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
»
Enter the signature of the user
»
Disable a user
»
Add or edit a user
»
Change user password
»
Manage user roles
Operators
»
Manage the operator for a service, invoice or credit note
»
Use a subaccount
»
Configure a sub-domain
»
Manage your subaccounts
»
Manage your operator page
»
Manage your list of connections
Subscription
»
View the invoices of your subscription
»
Enter billing information
»
Renew your Sengerio subscription
»
View your Sengerio subscription
»
Insert a logo and a cover image for the operator
Sengerio Driver
»
Sengerio Driver – Log out
»
Sengerio Driver – Insert and view the attachments of a booking
»
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
»
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
Subscription
Manage your license independently
View the invoices of your subscription
Enter billing information
Renew your Sengerio subscription
View your Sengerio subscription
Insert a logo and a cover image for the operator
Sengerio SUPPORT
| 2022
Help
Updates