Salesforce Cab Management System helps to undertake automate streamlining of cabs for the routes generated by admin. The system includes driver management, drop point management, vehicle management and booking system. This application can be used for administering the internal office cabs.
Features Of Salesforce Cab Management System
- Compatible with Salesforce Lightning.
- Creation and listing of routes via Google map. Option of creating multi drop points for single route. Admin needs to move the cursor to set the drop points. Google map will automatically spot locations.
- A separate tab for listing of drivers and assigning routes to them. It allows to manage the assigned cabs dispatched for particular route.
- User has the option to reserve cab. A calendar view is being displayed to book slot based on time, day and date on basis of route. A history of booking is maintained at admin end.
Configuration
Go to “profiles”, click “system administrator” as shown below.
Click on “edit” button as shown below.
Set the fields of Custom tab settings to “default on”.
Switch to lightning experience by clicking the option provided to manage the application
To create a new route click on “+” as shown below.
- Enter the name of route.
- Select the start and end point by selecting locations from Google map provided.
- Select the route from the drop down.
- Select the drop points by drawing the cursor on the route to fix a drop point.
- Set the name of the vehicle.
- Enter the number of seats available in the vehicle.
- Select the route for the vehicle.
- Enter the vehicle registration number and expiry date of license.
To add drop points for particular route, click on “+”.
To add and enter data of a vehicle, click on “+” as shown below.
Click on “+” to add a driver to the list.
Fill the details of driver as shown below.
To add a new time slot click on “new”. Option of uploading time slots via CSV is also available.
Enter the time slot and save the details as shown below.
In “time vehicle mapping”, admin can map vehicles as per the time slots created. Click on “new” as shown below.
Fill the details in the form as shown below.
View of Booking Management
In the “booking” tab, user needs to fill the necessary fields which include route, drop point, booking date and time slot.
View of booking list.
Support
For further any query please communicate us at http://webkul.uvdesk.com