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Introduction
Welcome to this comprehensive guide on how to use the "Bays" tab in the Truckbays software. The Bays tab is an essential feature of the software that allows you to manage various aspects of your operations. In this guide, we will delve into the details of how to utilize the Bays tab to its full potential. From managing reservations to keeping track of your customers, the Bays tab is a powerful tool for organization and efficiency. We will provide step-by-step instructions, tips, and best practices to help you navigate the features of the Bays tab.
Before Getting Started
Here are common questions about the Bays tab, compiled from user feedback, to help you understand and navigate it better.
Is the Bays tab updated in real time?
Indeed, the Truckbays dashboard operates on a highly efficient real-time system. This ensures that as soon as a reservation is created online, all relevant information is immediately updated. This instant update applies to every piece of information displayed on the dashboard, allowing for accurate tracking and management of reservations at all times.
Is the “Occupancy” page in the dashboard the same as the “Bays” tab.
Indeed, you have the ability to access the bays tab, not just from the main menu, but also through an alternative route. This can be done by navigating to the main dashboard of the application. Once you are on the main dashboard, you can locate and select the "Occupancy" option. After clicking on "Occupancy", you will be directed to the bays tab where you can find more detailed information.
Step-By-Step
What is the Bays Tab?
Explore the functionalities of the Bays tab in Truckbays with this comprehensive guide. From managing reservations to updating prices and interacting with customers, this guide will walk you through essential tasks for effective employee training.
1. Click the "Bays" tab on the left or press "Occupancy" from the main dashboard.
Access the Bays tab.
2. Here you can see the overview of all bays and reservations.
This shows all info at a glance regarding bays.
3. By clicking "status" you can filter the bays you see by status.
In this example View occupied bays was selected.
4. Click "Payment" to filter bays by the current payment status.
In this example the "Paid" option was selected.
5. To view a specific bay in detail select "View Bay" next to the desired reservation.
View specific bay details, and details on the customer occupying the bay.
6. Here you can see a more in depth veiw of a specific bay.
An overview of the customer occupying the bay.
7. To update a specific customers price click "Update Price".
Modify the price of a reservation.
8. Here you can chose from all your custom Price points or create a new one. Once you are done select "Save price point".
Price points are custom payments that you can assign to a specific customer. This does not update the price for all bays or new customers, only the customer in the bay you are editing will be affected.
9. To remove a customers gate access click "Remove Gate Access"
Remove gate access for a bay.
10. Then accept the acknowledgment by pressing "Remove access".
Gate access is revoked immediately and can also be granted back immediately.
11. To cancel a reservation click "Cancel reservation"
Cancel a reservation.
12. Then accept the acknowlegement by clicking "Cancel Reservation"
Cancelation only applies to monthly customers and will take effect for the following month.
13. To see any upcoming reservations for a bay click "Upcoming"
View upcoming reservations.
14. Here you can see any upcoming reservations or invite a customer.
15. Click "History" view any previous reservations for a particular bay.
You can also view the details of the previous Tennant.
16. Back in the "Current Reservations" tab click "Chat with customer" to initiate a chat with the current customer in that bay.
Initiate a chat with a customer.
17. Click "View driver/fleet" to see all vehicle and drivers for the customer in that bay.
View information on drivers and fleet.
This guide covered accessing, managing, and updating various aspects within the Bays tab on Truckbays. From viewing bay status to handling reservations and communicating with customers, you are now equipped with the knowledge to efficiently navigate and utilize this application for employee training.