Company Driver and Name Search when making a Booking
Purpose
When making a reservation, you can select a driver associated with a particular Company when making a booking.
When typing in the Company Name or Account Number, the list of drivers associated with that Company will show in a drop down. See image below.
Note: to search an existing Company, click on the search button icon next to the Company field. To add a Company, click on the "+" next to the search button icon.
It is important to note that you also have the option to just select the Company without selecting an associated driver. The Company will always show at the top, with the Company + Driver beneath it.
Any information regarding that driver - email, DOB etc - will be automatically added to the booking once selected. See below.
Also note, typing in the Driver's last name will show the company they are associated with, if it is saved in their records under Customer Maintenance. See below.
Relevant Links
Important Articles
Related Articles
Company
Purpose The Company tab is where you maintain the records of your corporate clients or 'Companies' that rent vehicles from you. Multiple customers (drivers) can be assigned to a Company by assigning the Company in their customer records. A discount ...Aug 2023: Additional Feature - Search by Company Account Number
RCM now allows you to search for Companies by both Company Name and Account Number. You are able to add a Company to a booking on the Drivers Details tab on the Booking Form. If you click on the search icon next to "Company", you are able to search ...Q: How do I add a company / company + driver to an existing reservation?
A: If you have already created a reservation and you want to assign a company to the booking, you will first need to assign the driver (hirer) to the company, and then assign it to the booking. This can be useful if you want to be able to invoice an ...March 2024: Additional Feature - Additional Driver Search
RCM now allows you to search for additional drivers on the Reservation Enquiry and Update Report. In this report, that is accessed by going to Reservations >> Reservation Enquiry and Update, you can search for a customer based on their Last Name, ...Additional Driver Enquiry
Purpose The Additional Driver Enquiry page lets you search for a reservation using the names of additional drivers. Accessing the Additional Driver Enquiry Reservations > Reservation Enquiry and Update > Additional Driver Enquiry Parameters / ...