How-To links and quick guide on how to set-up your eCM System.

I. Get to know your eCM System

• Get to know the eCM, Menu, and Navigation

• Get to know your Dashboard (Graphics User Interface)

II. Basic Config: Setup your eCM System

Note: Certain features that require further explanation or are not covered can be addressed in advanced training sessions. Schedule your advance training session here or send inquiries to support@ecoachmanager.com.

• Setting up your Company Data

• User Profiles

  • Creating User Categories

  • Creating User Access Levels

  • Create User Accounts

• Creating Driver Profiles

• Adding Company Vehicles

• Vehicle Options

  • Setting up Vehicle Types

    • Configuring additional settings for a Vehicle Type

  • Creating Journey Types

  • Creating Luggage Types

  • Setting up Passenger and Luggage Limits

  • Sources

  • Vehicle Extra

• Automated Emails

  • Standard Text

  • Automated Emails

    • Example: Driver reminders for upcoming jobs and travel dates.

    • How to edit Automated Emails

• Finance

  • Payment Options

  • GST Rates

• Quote Form settings

  • Setting up your Default Map

III. Jobs (Operations)

• Creating Jobs

  • NOTE: Creating Jobs automatically creates a record in the "Customers" database.

• Bookings

• Calendars

IV. Accounts

• Setting up Accounts (Accounts Customers)

V. Contracts

VI. The eCM Driver App

• The eCM Driver App Play Store Download Link (Android Only)

• Driver App Setup Step 1: How to get the Company Code/Driver App Code in the eCM.

• Driver App Setup Step 2: Download and Install the eCM Driver App

VII. Reports

VIII. Advanced Config and Operations

• Vehicle Options

  • How to add/assign GST to a vehicle type

  • Waiting Bands

  • KM Bands

  • Hourly Bands

  • Setting up Force Single Journeys

  • Pricing Calendar

  • Pricing Postal Codes

  • Adding a Depot / Base to Base

• Finance

  • Accounting Export Types

  • Commission

  • Accounting API Settings

    • MYOB

    • Xero (Note: Please create your XERO Client ID and Client Secret Key first)

      • Generate your Client ID and Secret ID

      • Connect and Integrate your XERO account with your eCM system.

      • XERO Invoice: Frequently Asked Questions

    • How to generate invoices for my account customers

IX. FAQ - Frequently Asked Questions

• Why is an email address important in the eCM system?

  • An email address serves as the unique identifier for each contact (Private Hire Customers, Accounts Customers, Users, Drivers, etc.)

    
    

• I have a customer who likes to have his address on the invoice and quotes that I send. Can I add such details to my customer records?

  • Yes, you can edit customer records. Go to Contacts >>> Customers.

    
    

• Will I be notified by my eCM system if my customer confirms a booking?

  • Yes, you can set this up in the company profile settings. You can enable the notification for both New Enquiry and New Bookings

    
    

• Can I create my custom shortcodes in my eCM system?

  • No

    
    

• How can I add my logo to my invoice?

  • See here to add your company logo as your invoice logo

    
    

• What is a Driver App Code?

  • The "App Code" in the eCoachManager is a unique identifier used to integrate the eCM system with the driver app. An App Code is unique to each Coach company that uses the eCM System. Click here and learn how to get your App Code

  
  

• I don't see any invoices on my MYOB (Accounting software)

  • If the invoice for a job is not visible in your accounting software, it's likely due to the customer being an account customer. With account customers, invoices need to be manually generated, unlike private hire customers whose invoices are raised automatically. How to generate invoices for account customers.

  
  

• Can I add my banking details to the Account Invoices and Statements?

  • Yes, click here "How to add standard text on Account Invoices and Account Statements

    • Related Topics:

      • How to assign GST on a Vehicle Type

      • How to add GST to your eCM / GST Settings

• What is a Google Maps API Key and why do I need it?

  • An API key for Google Maps is crucial for the EcoachManager (ECM) system for a number of reasons:

    1. Route Planning & Optimization: The Google Maps API provides accurate geographical data which the ECM uses for optimal route planning and estimating travel times for the coaches. It assists in determining the best routes to take, helping to save on fuel and time.

    2. Real-Time Coach Tracking: Google Maps API also enables you to track your coaches in real-time. This aids in managing the fleet efficiently and provides users with accurate ETA.

    3. Geolocation: The API keys assist in geolocation services. They are able to retrieve the geographic position of any location, which is essential for planning pickup and drop-off points.

    4. Visualization: It also provides the map visuals on the platform, improving the user experience by allowing users to visually comprehend their coach's route.

    Please ensure that a valid API key is installed and current. The system will not function properly without it, leading to inaccurate mapping and routing.

• How do I generate a Google Maps API Key? Are there any charges for using the Maps Services of Google

  • Yes, Google does have charges for using their maps services. Click here to view the charges.

  • Click here for a step-by-step guide on how to generate your Google Maps API Key