Task Management Continued

Video Duration: 4 minutes 46 seconds

 

The final section of Task Management is split into four areas, each detailing live activity between you and your customers:

 

Quotes

The Quotes area of Task Management has two tasks available:

 

• Quote Requests

This task shows all quotes that have been requested by your customer. To respond to the request, you must first select the View Detail link. You will then have options to Proceed or Decline the quote.

 

• Quote Reminders

This task shows you any reminders you have set in the Event History for a quote. These messages are for information and can only be Acknowledged.

 

Bookings

The Bookings area of Task Management has five tasks available:

 

• Booking Requests

This task shows booking requests received from your customers that are yet to be responded to. To respond to a booking request, first select the View Detail link. You will then have options to Accept or Decline the booking request.

 

• Booking Amendments    

This task shows booking amendment requests received from your customers that are yet to be responded to.  To respond to a booking amendment request, first select the View Detail link. You will then have options to Accept or Decline the amendment request.

 

• Cancellation Requests

This task shows cancellation requests received from your customers that have yet to be acknowledged. These Messages are for information only and the only option available is to acknowledge the message.

 

• Hire Start Overdue

This task shows confirmed bookings that have gone 24 hours past their expected start time. To action the task, first select the View Detail link. You will then have options to Add Vehicle or Terminate the hire.

 

• Booking Reminders

This task shows any activated reminders set in the Event History for bookings. These messages are for information and the only option available is to Acknowledge the message.

 

Current Hires

The Current Hires area of Task Management has three tasks available:

 

• Hire Changes Requested

This task shows any hire change requests received from your customers that are yet to be responded to. To respond to the request, first select the View Detail link. You will then have options to Accept or Decline the hire change request.

 

• Overlapping Hires

This task shows all rental agreements that appear to be overlapping others within a hire. To review and correct any errors you must first select the View Detail link. You will then be able to open the rental agreements and correct the dates.

 

• Current Hire Reminders

This task shows any activated reminders set in the Event History for current hires. These messages are for information and the only option available is to Acknowledge the message.

 

Charges & Terminated Hires

The Charges area of Task Management has two tasks available:

 

• Service Level Failures

This task shows any Service Level Failures that your customers have recorded against your hires. To respond to the request, first select the View Detail link. You have options to Reject or Accept these messages. If you choose to Reject, you will be asked to enter a reason which will be sent to the Scheme Operator.

 

If you choose to Accept, you should make sure any financial penalty is credited when invoicing the hire, using the Service Level Penalty charge type.

 

• Charges Declined

This task shows any charges that your customers have declined. To respond to the request, select the View Detail link, Accept Returned Invoice or Re-Submit Invoice.