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.

Bookings 

The Bookings section lists all bookings received, organised by purchase order date for quick reference.

Rides 

The Rides section lists all rides in the system, ordered by ride date. This section provides extensive functionality compared to the Bookings section, allowing users to:

• Assign rides to drivers
• Create filtered reports
• Export ride data in Excel format

Issues 

The Issues section displays all issues in the system, which users can filter by status. Issues are categorised into sub-types: Query, Complaint, and General Issue. Each issue has a priority level, and reminders can be set as needed. Note that issues are not associated with specific users.

Tasks 

The Tasks section includes all tasks within the system, along with a filtered view of My Tasks. Each task is owned by a user and can have a priority, a due date, and reminders for tracking.

Configuration

Company 

In the Company sub-section, admin users enter essential information about their business.

User 

The User sub-section allows admin users to create accounts for staff and other authorised users. Users can be assigned roles as Administrators, Drivers, or both.

My Vehicle Types 

In My Vehicle Types, admin users add vehicle types to their fleet or types they negotiate pricing for.

Vehicles 

In the Vehicles sub-section, users can add, edit, or depreciate vehicle records. Each vehicle record includes information such as a photo, make, model, registration number, VIN, and year of manufacture.

• Related Articles

• Bookings List View

  The Bookings section of RideHQ lists all bookings received, ordered by purchase order date. COMING SOON

• 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 ...

• 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 ...

• Manual Changes

  From time to time, end-consumer travel arrangements may need to be updated, corrected, or changed. While these updates are often provided in the same format as External Orders and Purchase Orders, there are cases where a user must manually adjust ...

• Manual Cancellations

  Orders may need to be cancelled due to unforeseen circumstances, travel disruptions, or customer requests. While some agencies send cancellation instructions in formats similar to External Orders (see the Receiving Order Cancellations article), ...