General Software Overview
DRIVER
1- Using the TS4 Mobile App - Where to Start ?
Download and Activate the TS4 Mobile App on Android or iOS Smartphone
In this lesson, we show you how to download the app with your smartphone and how to get your TowSoft User ID.
Dashboard Overview – TS4 Mobile App
In this lesson, we go through everything you see on the dashboard (home screen) of the TS4 mobile app.
Overview of the Admin Menu in the TS4 Mobile App
In this lesson, we take a look at the different options in the navigation menu.
Create a Quick Call In the TS4 Mobile App
In this lesson, we take a tour of the Quick call creation window.
Receiving & Accepting a Call in the TS4 Mobile App
In this lesson, we demonstrate how you will receive a call and how you can accept or decline it.
Changing Your Availability Status (Time Punching) In the TS4 Mobile App
In this lesson, we demonstrate how to manage your time stamp (punch) status inside the TS4 mobile app.
2- Lists of Calls in the TS4 Mobile App
List of Scheduled Calls in the TS4 Mobile App
In this lesson, we go over the list of scheduled calls and the actions that are possible from this window.
List of Calls on Standby in the TS4 Mobile App
In this lesson, we go over the list of calls on standby and the actions that are possible in this window.
List of Ongoing Calls in the TS4 Mobile App
In this lesson, we go over the list of ongoing calls and the actions that are possible from this window.
List of Completed Calls in the TS4 Mobile App
In this lesson, we go over the list of completed calls and the actions that are possible in this window.
3- Call Card in the TS4 Mobile App
Call Card; Call Info Tab in the TS4 Mobile App
DébutantIn this lesson, we will go over the intervention tab in the call card.
Call Card; Client Tab in the TS4 Mobile App
In this lesson, we give you an overview of the client tab in the call card.
Call Card; Vehicle Tab in the TS4 Mobile App
DébutantIn this lesson, we take you through the vehicle tab in the call card.
Call Card; Invoicing Tab in the TS4 Mobile App
In this lesson, we give you an overview of the invoicing tab in the call card.
4- Actions Menu in the TS4 Mobile App
Actions Menu Overview in the TS4 Mobile App
DébutantIn this lesson, we go over all the options in the actions menu.
Actions Menu; Changing Driver, in the TS4 Mobile App
In this lesson, we show you how to change the driver for an ongoing call in the TS4 mobile application.
Actions Menu; Take a Break, in the TS4 Mobile App
In this lesson, we show you how to report your breaks with the mobile app.
Actions Menu; Changing the Call Status, in the TS4 Mobile App
In this lesson, we show you how to report your call execution steps properly in the TS4 mobile app.
Actions Menu; Collecting Disclaimers (Signatures), in the TS4 Mobile
In this lesson, we show you how to collect disclaimers in the TS4 mobile app.
Actions Menu; Taking Pictures, in the TS4 Mobile App
In this lesson, we show you how to take pictures of your calls in the TS4 mobile app.
Actions Menu; Selling Parts, in the TS4 Mobile App
In this lesson, we show you how to sell parts during a call in the TS4 mobile app.
Actions Menu; Vehicle Impounding, in the TS4 Mobile App
In this lesson, we show you how to impound a vehicle in the TS4 mobile app.
Actions Menu; Notes, in the TS4 Mobile App
In this lesson, we show you how to add notes to a call in the TS4 mobile app.
Actions Menu; Send Documents, in the TS4 Mobile App
DébutantIn this lesson, we show you how to send documents (invoices, delivery slips or others) in the TS4 mobile app.
5- Driver tasks
DISPATCH
1- Using the desktop version of TowSoft - Where to start ?
Issue and manage quotes in TowSoft
Overview of quote creation and customer acceptance
The Ongoing Calls Screen
In this lesson, we go over the Ongoing calls screen in the desktop version of the software and the actions that can be performed from there.
The Standby Calls Screen
In this lesson, we go over the Standby calls screen in the desktop version of the software and the actions that can be performed from there.
Call Details Screen in TowSoft
In this lesson, we go over all the sections and buttons of the call details screen.
Schedule the Dispatching of a Call / Dispatch a Call in Advance
In this lesson, we will cover the function of scheduled dispatches in TowSoft.
2- TS4 Mobile App For Admins & Dispatchers - Where to Start ?
Dashboard Overview – TS4 Mobile App
In this lesson, we go through everything you see on the dashboard (home screen) of the TS4 mobile app.
Finding and Sending User IDs to Activate the TS4 Mobile App
In this lesson, we show you how to get your application user ID in order to activate the TS4 mobile application on your smartphone.
Configuring Services for Quick Calls in the TS4 Mobile App
In this lesson, we show you how to configure services to make them available for quick calls in the TS4 mobile app.
Configuring Quick Messages for Towsoft Messenger
In this lesson, we show you how to set up quick messages so that they are available to all of your users in TowSoft Messenger.
Changing Your Availability Status (Time Punching) In the TS4 Mobile App
In this lesson, we demonstrate how to manage your time stamp (punch) status inside the TS4 mobile app.
Manage the Availability Status of Team Members in TS4
In this lesson, we show you a way to check the availability of your staff through TS4 and change their status as needed.
3- TS4 Mobile App For Admins & Dispatchers - Lists of Calls
List of Orders in the TS4 Mobile App
In this lesson, we take a look at the list of orders and the actions that are possible in this window.
List of Calls on Standby in the TS4 Mobile App
In this lesson, we go over the list of calls on standby and the actions that are possible in this window.
List of Calls to Dispatch in the TS4 Mobile App
In this lesson, we go over the list of calls on standby and the actions that are possible in this window.
List of Scheduled Calls in the TS4 Mobile App
In this lesson, we go over the list of scheduled calls and actions that are possible in this window.
List of Ongoing Calls in the TS4 Mobile App
In this lesson, we take a look at the list of ongoing calls and the actions that are possible from this window.
List of Completed Calls in the TS4 Mobile App
In this lesson, we go over the list of completed calls and the actions that are possible in this window.
ADMIN
1- Company & Options
Setting Obligations & Warnings for Drivers
In this lesson, we show you how to set up obligations or warnings to help with the full documentation of calls.
2- User Management
3- Client Management
4- Fleet Management
5- Searches & Reports
6- Admin Tasks
SUPER ADMIN
1- Dashboards
2- TS4 Mobile App for Super Admins - Settings
3- Advanced Configurations
INVOICING & ACCOUNTING
- Accounting Exports
1- Account Statements & Ruling
2- Verification & Pre-invoicing
IMPOUNDMENT
1- Impound Management
GENERAL
1- Practical Training
Filtering Your Lists of Calls in Towsoft
In this lesson, we show you how to filter calls in the different tables or lists in TowSoft back office and TS4.
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