Stored Notes
We all know that Trip Notes are the place to put important notes about a trip.
These notes will appear in the trip itself, on the Chauffeur Trip Sheet, in iChauffeur, and on the confirmation you send to the customer.
While many of these notes can be automatically inserted from the notes on the booker or passenger profile, there are often times when you need to manually add notes to the trip, such as “Get credit card imprint” or some other such verbiage.
While you could certainly manually type these phrases when relevant, that can take a lot of extra time and runs the risk of typos and inconsistent wording.
What we recommend is that you store these notes in Livery Coach’s “note library” of stored notes.
You enter these notes in Maintenance…under Maintain…System Default Configuration…Misc tab.
These notes will appear in the trip itself, on the Chauffeur Trip Sheet, in iChauffeur, and on the confirmation you send to the customer.
While many of these notes can be automatically inserted from the notes on the booker or passenger profile, there are often times when you need to manually add notes to the trip, such as “Get credit card imprint” or some other such verbiage.
While you could certainly manually type these phrases when relevant, that can take a lot of extra time and runs the risk of typos and inconsistent wording.
What we recommend is that you store these notes in Livery Coach’s “note library” of stored notes.
You enter these notes in Maintenance…under Maintain…System Default Configuration…Misc tab.
Click the Stored Notes button.
Then enter the text you want, make sure the “Type” dropdown is set to Trip Notes, and then click Add.
Then, when you are in a trip and want to pull a note from the library of stored notes, just click the Stored Notes button:
Select the note you want, and click Accept. (Note that the alternating color is just for making it easier to distinguish between different notes—these colors are NOT used in the actual trip notes.)
The note is now added to your reservation (where it can be further edited as needed).