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RideHQ Overview
RideHQ is the hub of your business. It’s where you’ll find your settings, booking data and reports. Dashboard The RideHQ Dashboard allows users to select from 3 to 9 mini-reports to display, providing a customised view of key metrics and information. ...
Rides List View
The Rides List View is accessible from the left-hand menu in RideHQ. This section displays all rides in the system, ordered by ride date. Filtering Rides To filter rides by a specific date range, use the Date Range filter at the top of the page. ...
Creating Tasks
The Tasks section in RideHQ displays all tasks within the system, each assigned to a specific user. Tasks include fields for a Description, Priority, and Due Date to help organise and prioritise work. Creating a New Task Navigate to the top of the ...
Adding Manual Orders
In addition to receiving External Orders and Purchase Orders, users may also need to manually enter orders, such as bookings made over the phone or received via unstructured emails. To add a Manual Order: Click the + icon in the top menu bar. Select ...
Setting up the Company
Once an account is created in RideSuite, the company information needs to be configured in RideHQ. Steps to Configure Company Information Navigate to the Configuration tab in the left-hand menu. Click on Company. Required Fields Fill in the following ...