π Complete Guide Contents
π Shift Management
Starting Your Shift
1Pre-Shift Checklist
Before starting your shift, ensure:
- Vehicle is clean and roadworthy
- Phone is charged and GPS is enabled
- Insurance and licensing documents are current
- App is updated to the latest version
π± Screenshot: Shift Start Screen
2Starting the Shift
To begin your working day:
- Open TaxiSolo Assistant
- Tap the large "Start Shift" button on the home screen
- The app records your start time automatically
- GPS tracking begins for mileage calculation
- Job notifications are enabled
During Your Shift
Active Shift Features
While your shift is active, the app provides:
- Real-time GPS Tracking: Continuous location monitoring
- Automatic Mileage: Distance calculation for tax purposes
- Job Notifications: Alerts for upcoming bookings
- Earnings Tracking: Live updates of daily revenue
- Time Monitoring: Working hours calculation
π± Screenshot: Active Shift Dashboard
Ending Your Shift
1End Shift Process
When finishing work:
- Complete all active jobs
- Navigate to Home screen
- Tap "End Shift" button
- Review the shift summary
- Confirm to save shift data
2Shift Summary
The end-of-shift report includes:
- Total Hours: Working time for the shift
- Jobs Completed: Number of successful bookings
- Total Earnings: Gross revenue for the day
- Miles Driven: Total distance covered
- Fuel Costs: Estimated fuel expenses (if configured)
π± Screenshot: End of Shift Summary
π Booking System
Creating New Bookings
1Accessing the Booking Screen
Create bookings through multiple entry points:
- Tap "Bookings" in bottom navigation
- Use "New Booking" quick action on dashboard
- Tap the floating "+" button
- Use voice command "Create booking" (if enabled)
2Customer Information
Enter comprehensive customer details:
- Full Name: First and last name for identification
- Phone Number: Primary contact (automatically saved to contacts)
- Alternative Number: Secondary contact if available
- Email: For booking confirmations (optional)
- Special Requirements: Wheelchair access, child seats, pet transport
- Payment Method: Cash, card, account customer
π± Screenshot: Customer Information Form
3Location Selection
Set pickup and drop-off locations using multiple methods:
Pickup Location Options:
- Address Search: Type full address or postcode
- Map Selection: Tap directly on the map
- Current Location: Use your current GPS position
- Favorites: Select from saved frequent locations
- Recent: Choose from recently used addresses
- Contacts: Import from phone contacts with addresses
Destination Options:
- Same methods as pickup location
- Multiple Destinations: Add waypoints for complex journeys
- As Directed: Leave blank for customer-directed routes
- Return Journey: Automatically set return to pickup location
π± Screenshot: Location Selection Interface
Fare Calculation System
Automatic Fare Calculation
The app calculates fares automatically based on:
- Distance: Route distance in kilometers
- Time of Day: Different tariffs for day/night/holidays
- Journey Duration: Estimated travel time
- Special Charges: Boundary charges, waiting time, extras
- Standard Tariff: 07:00 - 21:59 (Β£3.30 start + Β£0.20 per 176 yards)
- Night Tariff: 22:00 - 06:59 (Β£4.95 start + Β£0.30 per 176 yards)
- Bank Holiday: Enhanced rates on public holidays
- Christmas Eve: Β£4.50 start + Β£0.30 per 176 yards
- Christmas Day: Β£6.60 start + Β£0.40 per 176 yards
Boundary Charges
Additional charges apply for out-of-area pickups:
- Outside to Outside: Dead mileage charge from boundary to pickup
- Minimum Charge: 0.5km boundary charge
- Automatic Detection: GPS determines if boundary charge applies
π± Screenshot: Fare Calculation Display
Advanced Booking Features
Scheduling Options
- ASAP: Immediate pickup (default)
- Scheduled: Set specific date and time
- Recurring: Daily, weekly, or custom patterns
- Advance Booking: Up to 30 days in advance
Multiple Destinations
Handle complex journeys with multiple stops:
- Add unlimited waypoints between pickup and final destination
- Automatic route optimization for efficiency
- Individual pricing for each leg of the journey
- Waiting time charges at intermediate stops
School Run System
Specialized features for school transport:
- Student Management: Track individual students
- Route Optimization: Efficient pickup sequences
- Safety Features: Parent notifications and tracking
- Recurring Schedules: Automatic term-time bookings
π± Screenshot: School Run Management
π Rank Operations
Taxi Rank Management
1Joining a Rank
To join a taxi rank queue:
- Navigate to the Rank tab
- Select your current rank location
- Tap "Join Queue" to enter the rotation
- Your position in the queue is displayed
- Receive notifications when you're next
2Queue Management
The rank system provides:
- Fair Rotation: First-in, first-out queue system
- Real-time Updates: Live queue position tracking
- Driver Communication: Message other drivers in queue
- Automatic Progression: Move up as jobs are taken
π± Screenshot: Rank Queue Interface
Rank Pickups
1Taking a Rank Job
When it's your turn:
- Receive notification that you're next
- Customer approaches your vehicle
- Tap "Take Job" to start the booking
- Enter destination quickly
- Begin journey with GPS navigation
2Quick Booking Creation
Streamlined process for rank customers:
- Destination Only: Customer details optional
- Instant Fare Calculation: Immediate price estimate
- GPS Tracking: Automatic route recording
- Quick Completion: One-tap job finishing
π± Screenshot: Quick Rank Booking
π Job Management
Active Jobs Overview
Jobs List Interface
The Jobs tab displays all your bookings with:
- Current Jobs: Active and in-progress bookings
- Upcoming Jobs: Scheduled future bookings
- Today's Jobs: All bookings for current date
- Status Indicators: Visual job status (pending, active, completed)
- Priority Sorting: Most urgent jobs at the top
π± Screenshot: Jobs List Overview
Job Actions
1Starting a Job
To begin a scheduled booking:
- Tap the job in your list
- Review customer and location details
- Tap "Start Job" to begin
- GPS navigation activates automatically
- Job timer starts for accurate tracking
2During the Job
While job is active:
- Navigation: Turn-by-turn directions to pickup/destination
- Customer Contact: One-tap calling and messaging
- Job Timer: Automatic time and distance tracking
- Status Updates: Mark arrived, passenger on board, etc.
3Completing Jobs
To finish a booking:
- Arrive at final destination
- Tap "Complete Job" button
- Confirm final fare amount
- Select payment method (cash/card)
- Add any notes or feedback
- Job moves to completed status
π± Screenshot: Job Completion Screen
Editing Jobs
Modifying Existing Bookings
Edit job details when needed:
- Customer Information: Update contact details
- Locations: Change pickup or drop-off addresses
- Timing: Reschedule date and time
- Special Requirements: Add or modify notes
- Pricing: Manual fare adjustments if needed
Change Management
The system handles modifications intelligently:
- Automatic Recalculation: Fares update based on new details
- Conflict Detection: Warns of scheduling conflicts
- Customer Notification: Optional SMS alerts for changes
- Change History: Track all modifications for reference
π Communication Features
Integrated Dialer System
Phone Management
The app includes a full-featured dialer:
- Direct Calling: Call customers with one tap from bookings
- Contact Integration: Automatic contact creation and management
- Call History: Complete log of all calls made
- Hands-free Operation: Voice commands and Bluetooth support
- Call Recording: Optional call recording for disputes (where legal)
π± Screenshot: Integrated Dialer Interface
SMS Messaging
Automated Messages
Send professional messages automatically:
- Booking Confirmations: Automatic confirmation when booking is created
- Arrival Notifications: "Driver arrived" messages
- Delay Alerts: Notify customers of delays
- Payment Confirmations: Receipt messages after job completion
Custom Messaging
Send personalized messages:
- Template Messages: Pre-written messages for common situations
- Custom Text: Write personalized messages
- Delivery Confirmation: Know when messages are received
- Message History: Complete SMS conversation log
π± Screenshot: SMS Messaging Interface
Message Templates
Common message templates include:
- "Your taxi is on the way, arriving in X minutes"
- "Your driver has arrived and is waiting outside"
- "Running 5 minutes late due to traffic, apologies"
- "Thank you for choosing our service. Fare: Β£X.XX"
- "Booking confirmed for [date] at [time]. Thank you."
π° Financial Tracking
Daily Earnings
Real-time Earnings Tracking
Monitor your income throughout the day:
- Live Updates: Earnings update as jobs are completed
- Job Breakdown: Individual job values and totals
- Payment Methods: Separate tracking for cash and card payments
- Hourly Rates: Calculate earnings per hour worked
π± Screenshot: Daily Earnings Dashboard
Expense Management
Business Expense Tracking
Record and categorize business expenses:
- Fuel Costs: Automatic calculation based on mileage
- Vehicle Maintenance: Service, repairs, and MOT costs
- Insurance: Vehicle and public liability insurance
- Licensing: Taxi license and renewal fees
- Other Expenses: Cleaning, equipment, phone bills
Receipt Management
Keep track of all business receipts:
- Photo Capture: Take pictures of receipts
- Automatic OCR: Extract amount and date from receipts
- Categorization: Organize expenses by type
- Cloud Storage: Backup receipts to Google Drive
Financial Reports
Comprehensive Reporting
Generate detailed financial reports:
- Daily Summaries: Complete day's earnings and expenses
- Weekly Reports: Seven-day performance overview
- Monthly Statements: Full month financial summary
- Tax Reports: HMRC-ready summaries for tax returns
- Profit & Loss: Net income after expenses
π± Screenshot: Monthly Financial Report
Export Options
Export financial data in multiple formats:
- PDF Reports: Professional formatted reports
- CSV Files: Import into Excel or accounting software
- Email Reports: Send directly to accountant
- Cloud Backup: Automatic backup to Google Drive
π§ Advanced Features
Recurring Bookings
Pattern Management
Set up recurring appointments for regular customers:
- Daily Patterns: Same time every day
- Weekly Patterns: Specific days of the week
- Monthly Patterns: Same date each month
- Custom Patterns: Complex schedules (e.g., every other Tuesday)
Pattern Features
- Automatic Generation: Bookings created automatically
- Exception Handling: Skip holidays or specific dates
- Bulk Modifications: Change entire pattern at once
- Customer Notifications: Automatic reminders
π± Screenshot: Recurring Pattern Setup
Accident Reporting
Incident Documentation
Comprehensive accident reporting system:
- Photo Documentation: Multiple photos from different angles
- GPS Location: Exact accident location recording
- Time Stamping: Precise incident time and date
- Weather Conditions: Automatic weather data
- Witness Information: Contact details of witnesses
Insurance Integration
Streamlined insurance claim process:
- Insurance Details: Store policy information
- Claim Numbers: Track claim references
- Report Export: Generate insurance-ready reports
- Email Integration: Send reports directly to insurers
π± Screenshot: Accident Report Form
Network Diagnostics
Connectivity Monitoring
Monitor and troubleshoot connectivity issues:
- Internet Connection: Test data connectivity
- GPS Signal: Monitor satellite reception
- Server Connectivity: Test app server connections
- API Response Times: Monitor service performance
Troubleshooting Tools
- Connection Repair: Automatic connection fixes
- Cache Clearing: Clear app data to resolve issues
- Performance Monitoring: Track app performance metrics
- Error Reporting: Automatic error log generation
β Best Practices
Daily Workflow
Start of Day Routine
- Check vehicle condition and cleanliness
- Ensure phone is charged and GPS enabled
- Start your shift in the app
- Review scheduled bookings for the day
- Check for any app updates or notifications
- Verify insurance and licensing are current
During Operations
- Keep GPS Enabled: Continuous location tracking
- Respond Promptly: Answer job alerts quickly
- Update Status: Mark arrived, passenger on board, etc.
- Maintain Communication: Keep customers informed
- Drive Safely: Use hands-free features while driving
End of Day Routine
- Complete all active jobs
- End your shift in the app
- Review daily earnings and job count
- Record any expenses incurred
- Backup data to cloud storage
- Clean vehicle for next day
Customer Service Excellence
Professional Standards
- Punctuality: Arrive on time for all bookings
- Communication: Keep customers informed of delays
- Vehicle Condition: Maintain clean, comfortable vehicle
- Professional Appearance: Dress appropriately
- Courtesy: Be polite and helpful at all times
Safety and Compliance
- Never use the phone while driving - use hands-free features
- Pull over safely to interact with the app if needed
- Keep first aid kit and emergency contacts accessible
- Report accidents immediately using the app's accident report feature
Legal Compliance
- Licensing: Keep taxi license current and displayed
- Insurance: Maintain valid taxi insurance
- Vehicle Testing: Ensure MOT and taxi test are current
- Data Protection: Handle customer data responsibly
- Local Regulations: Follow local taxi regulations
Data Management
Regular Maintenance
- Daily Backups: Enable automatic cloud backup
- Monthly Exports: Export financial data for records
- Contact Updates: Keep customer information current
- App Updates: Install updates promptly
- Storage Management: Clear old data periodically
- Use the app consistently for all bookings to maximize benefits
- Take advantage of recurring booking features for regular customers
- Monitor your financial reports to identify peak earning times
- Keep customer contact information updated for better service
- Use GPS tracking data to optimize your routes and reduce fuel costs