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FAQs

General

How can ONLICAR help my business?

ONLICAR is a complete suite for your field force management. Few of the features of ONLICAR are:
Streamline all your operations
Manage multiple tasks
One-tap communication
Real-time updates

How many agents can I create?

We do not have any capping on the number of agents you can add.

I want to add more drivers, can you help?

Sure! Expand your workforce, by adding more drivers and delivery men to your fleet, and assign them to the desired teams.

I’m looking for a delivery fleet management platform for my business. How can ONLICAR help?

With ONLICAR’s on demand delivery app & tracking system, you can automate dispatch deliveries and use features like tracking and route optimisations to reduce delivery time and cost, boosting profits & efficiency.

Does ONLICAR support multiple languages?

Yes, we currently support more then 20 languages.

How are timezones handled in ONLICAR?

In Dashboard
When a task is created from ONLICAR Dashboard the local time zone from where the task is being created is considered.
Example:
Let’s say a task is created in Singapore, the time zone considered is GMT +8hrs.

In Bulk Upload
In the case of bulk upload of tasks, the time zone of the admin account is taken into consideration while tasks are created.
Example: Let’s say an admin in the US(say A for convenience) has created a manager(say M) in India. When this manager(M) creates tasks using the bulk upload the timezone of Admin(A) and tasks are created in US TimeZone.

Using ONLICAR API
ONLICAR API accepts a request body parameter named “timezone” which is the Timezone difference with UTC in minutes. When a task is created with local time(say X), and timezone(+Y). Y minutes are added to X to make it UTC time.

How to get the Timezone difference with UTC in minutes?
Let’s say I am creating a task in India’s time which is five and half hours ahead of UTC time (+05:30), convert five and half hours into minutes i.e 330 minutes. Since India’s time is ahead of UTC time to convert it into UTC time 330 minutes has to be subtracted from it. So, timezone is -330.

Marketplace

I’m interested in ‘Branded Agent Applications’. Please assist.

With the help of Branded Agent Applications, you get complete white labeling solution that enables personalization of your agent mobile apps and web dashboard with your own branding. You can control and promote your brand by customizing our platform with your business branding and use it like your own. When you have your own brand then why not have your branding on your app.

I’m interested in ‘Facebook Messenger Bot’. Please assist.

This feature is your toolbox for building chatbots. You can use different core components available for you to build chatbots which enable your customers to text orders and get notifications about orders on Facebook messenger.

I’m interested in ‘Taxi Services’. Please assist.

Sure! With ONLICAR you can start with 2 agents and 1 manager as your team. Once your fleet expands, we will be happy to help you customise your plan and add more agents.

I’m interested in ‘POS Integrations’. Please assist.

ONLICAR lets you integrate POS systems which opens up lots of capabilities on the operational and customer-facing part of your business, such as seamless processes, online ordering, and more sophisticated loyalty programs.

I’m interested in ‘Custom CSV Support’. Please assist.

‘Custom CSV Support’ allows you to easily upload multiple tasks in one go. You can also dynamically update custom field value using the bulk import feature.

I’m interested in ‘Home Services’. Please assist

Few of the features of ‘home services’ are:
Hassle free way of setting up complete ready- to-use service catalogs for your business
Customisable catalogs with categories and sub-categories as per your home services
Customers can track real time location of the assigned agents

I’m interested in ‘Work Time’. Please assist.

‘Work Time’ is a simple integrated field force management solution that enables time-keeping, agent attendance and location tracking of your agents using real time face recognition.

I’m interested in ‘Integrate with Zapier’. Please assist.

Zapier is an online automation tool that connects your favorite apps, such as Gmail, Slack, MailChimp, and over 750 more. You can use ‘Integrate with Zapier’ and connect ONLICAR with any number of apps to automate repetitive tasks without coding or relying on developers to build the integration.

I’m interested in ‘Laundry Services’. Please assist.

With ‘Laundry Services’ you can manage your on-demand laundry business online with the following features:
Pick-Up & delivery management for laundry businesses
Scheduling & automated assignment
Location based Management
Dynamic automated invoicing
Recurring appointments
Proof of service

Pricing

Can you give me an idea about ONLICAR’s pricing?

We have a flexible approach towards pricing with agent based plans as well as task based plans. We will be happy to have you onboard on ONLICAR with our 14-day free trial! No credit card required!

How can I upgrade my ONLICAR app plan from trial to paid?

Enter your credit card details in the billing page and click on upgrade plan. You will be charged on the last day of every month.

How do I proceed after my 14 days free trial expired?

When your trial expires, upgrade to agent based or task based plan.

Is it possible to get an estimate?

Sure! You can get in touch with us anytime. We are flexible with our pricing plans and want to help you with pricing plans that fit your business scale.

Dashboard

Dashboard Overview

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1.   ONLICARS’s powerful dashboard helps you stay on top of business operations, giving you an in-depth view of what’s happening at all times. View tasks and agents on the live tracking map, and gain insights from the wealth of data to drive efficient decisions. By default, tasks for the current day appear on the dashboard. You can view tasks of any other day by changing the date in top header section.
2.   Header Ribbon (Top right) – The black band on top features the “Create Task” button on the left. Moving towards the right, you could see the Drop Down icon clicking upon which you can choose to Bulk Import tasks. To the extreme right, you can see the Refresh icon that reloads and updates dashboard with real-time information.
3.   Header ribbon (Top left) – Clicking on the menu icon on the extreme left opens a complete menu bar. A simple click on the onlicar logo takes you straight to the homepage from any page. Choose Map view or List view to display tasks and agents on dashboard homepage. Use date drop-down to display tasks from a specific date. Use the team drop-down to quickly glance at all teams, or focus on the data of a particular team at one time.
4.   Task Bar on left – View all your task details in this bar which are categorized as Unassigned, Assigned and Completed. Task tiles comprise of the customer name, address, time, and the task status that automatically updates in real-time.
5.   Agent Bar on right – View the agent details on the right that are categorized as Free, Busy and Inactive. Agent tiles comprise of agent name, contact number and total number of tasks assigned. To view more details of any particular agent, you could click on right arrow in every tile. From here you can also choose to mark agent on duty or off duty. The three dots on the right side let you edit, block or delete agent. More info buttons displays details like Device, Battery, Version, Rating and Tags.

Dashboard Status

ONLICAR’s task and agents’ status are displayed throughout the dashboard using simple symbols and colors.

Task Status
They are displayed as rectangles in the tasks bar on the left and as pins on the map.

Unassigned: The task has not been assigned to any agent and will appear as a grey pin on the map and as grey colored text in the unassigned category on the left.

Assigned: The task has been assigned to an agent and will appear as a orange pin on the map and as orange colored text in the assigned category on the left.

Accepted/Acknowledged: The task has been accepted/acknowledged by an agent and will appear as a pink pin on the map and as pink colored text in the assigned category on the left.

Started: The task has been started and the agent is on the way. This will appear as a light-blue pin on the map and as light-blue colored text in the assigned category on the left.

InProgress: The task is being performed and the agent has reached the destination. This will appear as a dark-blue pin on the map and as dark-blue colored text in the assigned category on the left.

Successful: The task has been completed successfully and will appear as a green pin on the map and as green colored text in the completed category on the left.

Failed/Cancelled: The task has been completed unsuccessfully and will appear as red pin on the map and as red colored text in the completed category on the left.
Agent Status

They are displayed as dots on the map and in the agent bar as:
Idle: Agent is on-duty but is not performing a task. The location is tracked and shown as last-known location under the agent name. The status will appear as a green dot on the map and next to the image in the agent bar.

InTransit
: Agent is on the way and has started the task. The location is tracked and shown as last-known location under the agent name. The status will appear as a light-blue dot on the map and next to the image in the agent bar.

Offline: Agent is off-duty and not executing a task. The location is tracked and shown as last-known location under the agent name. The status will appear as a green dot on the map and next to the image in the agent bar.
Agent Mobile Status

They are displayed below the name of the agent in the agent bar as:
GPS Turned Off: If the agent turns off the GPS in the mobile.

Poor Connectivity: If the agent turns off the internet in the mobile.

Connection Lost: If the agent switches off the mobile, turns off the internet for more than 8 minutes or uninstalls the app without going off-duty

Creating An Account

Creating an account on ONLICAR is quick and simple. To begin, click on ‘sign-up’ on the ONLICAR Website.

Fill in the required details, select the appropriate workflow and click on ‘Proceed to Dashboard’.

Languages Supported

onlicar is widely used by a large number of businesses that are spread over 500 cities across the globe. It therefore supports multiple local and foreign languages across all components of the product, i.e. Admin Dashboard, Android Agent App & iOS Agent App to enable its easy use.

The table below displays all the languages currently supported by onlicar More languages are added and streamlined across various components on a continuous basis.
Wish to request for a new language? Please feel free to reach us at [email protected]
For the dashboard –

Go to Menu > Settings > Profile > Languages.
For the agent’s app –

Go to menu (top right) > Settings > Languages.

Account Billing

Billing Overview

Go to Menu > Settings > Select Billing tab to have a Billing overview.
ONLICAR’s Billing page gives a view of all the billing related details that include:

Billing Details
Card Details
Payment History

View Current Plans

The billing details under the Billing page gives a view of the current plan.

Click on Change Plan to change the plan.
Once you select the best suited plan, the dashboard will automatically recommend the tier one should opt for according to the business requirement.

Payment Information

You can have the desired Payment Information from the Payment History under the Billing page that includes:

Receipt Number
Amount
Date
Billing
Month
Status

Update Credit Card

Click on Change Card to update the credit card details.
Enter the card details and click on Change Card to save the changes.

Analytics

Parameters And Metrics

ONLICAR’s analytics will provide you all the information that you need to run your business efficiently and take data driven decisions. Apart from the graphical representation of the data, you can access detailed reports and export them to use the information at your ease.

You can access the analytics page from Menu > Analytics.
Selecting Parameters

Time –
Select predefined or custom time range to view your data.
Team – Select a specific team or leave it to the default i.e. All Teams.
Agent – By default this is All Agents and you may select a specific agent to view the associated data.There are several key metrics that are available to provide you a closer look at your business:
Task Performance – Successful vs Failed and On-Time vs Delayed Tasks
Agent Effectiveness – Time and Distance spent In-Transit vs Idle
Task Efficiency – Percentage of successful and On- Time Tasks

Task Performance

You can access the analytics page from Menu > Analytics.
There are two key metrics that provide a closer look to understand Task Performance.
Task Completion – This metric shows Successful vs Failed Tasks.
Task Punctuality – This metric shows On-Time vs Delayed Tasks.

Agent Effectiveness

You can access the analytics page from Menu > Analytics.
There are two key metrics that provide a closer look to understand Agent Effectiveness.
Time Based Activity –
This metric shows the Total Time spent In-Transit vs Idle.
Distance Based Activity – This metric shows the total distance traveled during tasks vs Idle.

Task Efficiency

You can access the analytics page from Menu > Analytics.
There are two key metrics that provide a closer look to understand Task Efficiency.
Successful Tasks –
Percentage of Successful Tasks
On-Time Task – Percentage of tasks completed On-Time

Agent

Create A Team

You can now create different teams using ONLICAR and classify drivers based on parameters like location, zones, distance, etc. It’s easy!
Steps to Create a Team
- Click on top left menu icon on Dashboard and click on Settings.
- Select Teams on the left menu bar.
- Click on plus icon in the top right section of black header ribbon.
- Fill the details in the form that opens up.
- Click on ‘Create’ to complete the action.

Add A Manager

Click on three bar menu option on top left corner of ONLICAR dashboard. Select Settings from the expanded menu bar on the left.
Steps to Add a Manager
Click on Manager in the left menu bar.
Click on the plus icon on top right corner of the window to Add Manager.
Add all the details and click on Create to complete the action.

Edit Or Delete A Manager

Click on three bar menu option on top left corner of ONLICAR dashboard. Select Settings from the expanded menu bar on the left.Click on Manager in the left menu bar.

EDIT MANAGER

Steps to Edit a Manager
Click on three dots icon under Actions column and choose Edit.
Edit the details that you want to change and click on Update to save changes.

DELETE MANAGER

Steps to Delete a Manager
Click on three dots icon under Actions column and choose Delete.
Click on Confirm to complete the action.

Edit Team/Member

Edit the details of existing teams in simple steps.
Steps to Edit Team Member Details
Click on top left menu icon on Dashboard and click on Settings.
Select Teams on the left menu bar.
Click on Edit button on the team that you want to edit.
Change the details in the popup and click on Submit to save changes.

Delete A Team

Delete any of the existing teams in simple steps.
Click on top left menu icon on Dashboard and click on Settings.
Select Teams on the left menu bar.
Click on Delete button on the team that you want to delete.
Click on Submit to complete the action.

Add An Agent

Expand your workforce, by adding more drivers and delivery men to your fleet, and assign them to the desired teams.
Steps to Add an Agent

Click on top left menu icon on Dashboard and click on Agent.
Click on ‘Add Agent’ top right corner of black header ribbon.
Fill in all details and click on ‘Add’.

Once added to the dashboard, the agent would automatically receive an SMS and email with the link to download the app, along with a temporary password to login.

SMS Sample:
Hi Jane, you have been added as an agent by David. Download iOS App.
https://app.onlicarapp.com/ios Download Android App
https://app.onlicar all.com/android Username: [email protected] & Pass: ONLICAR#5555

Edit, Block Or Delete An Agent

It is easy to edit, block or delete an agent with the help of the Action column:

EDIT AGENT

Steps to Edit an Agent
Click on the three dots icon in the Action column and click on edit.
Click on ‘Update’ to save the changes.

BLOCK AN AGENT

Steps to Block an Agent
Click on the three dots icon in the Action column and click on Block.
Click on ‘Confirm’ to complete the action.

DELETE AN AGENT

Steps to Delete an Agent
Click on the three dots icon in the Action column and click on Delete.
Click on Confirm to complete the action.

Workflows

Select A Workflow

ONLICAR is a flexible solution that supports three types of workflows to best suit your business requirements.

Upon selecting a workflow, corresponding changes take place in both dashboard and agent mobile apps. It is recommended that you select appropriate workflow complimenting your business. You can change the workflow by going to Menu > Settings > Account Setup.
The three workflows are:

Pickup & Delivery
Appointments
Field Workforce

PICK-UP AND DELIVERY

This workflow is best suited for businesses that provide on-demand pickups or deliveries. For example:
Food Delivery
Courier Services
Laundry Services
Grocery Delivery
Alcohol Delivery

APPOINTMENTS

This workflow is best suited for businesses that provide at-home/ office services. For example:
Make Up Artists
Wedding Stylists
House Repair Services
Massage Therapists
Auto Repair Services

FIELD WORKFORCE

This workflow is best suited for businesses that manage on-street customer acquisition teams. For example:

  • Field Marketing
  • Product Demo
  • Customer Acquisition / Development
  • Target Marketing/Sales
  • Market Research/Surveys

Auto Assignment

ONE BY ONE

(Request goes to one agent (nearest & available) first and if the timer runs out or if the agent declines the task, it goes to the second best option. You can set the timer in the workflows)

SEND TO ALL

(Request is sent to all the available agents and whosoever accepts/ acknowledges the task first will receive it)

BATCH WISE

Batch wise auto assignment works in the form of push notification. After enabling this feature, the tasks are assigned automatically and the manager can focus on key focus areas of the business like marketing and sales.

This feature is available on the Workflow settings page, (Menu > Settings > Account setup > Auto Allocation). Select Batch Wise for setting the Batch Configuration.

The details about each and every parameter for Batch configuration is below:

DISTANCE PARAMETERS:

  • 1. Start Radius – This is the starting minimum radius from the task location within which the system will search for available agents based on their current location.
  • 2. Radius Increment  - This is the value via which the system will change its searching radius with each batch.For e.g. Searching radius for the 3rd attempt = Start radius + 3*Radius increment
  • 3. Maximum Radius –  In all attempts, searching radius value will go to a maximum value of Maximum radius (can be defined by the manager based on business workflow)

TIME PARAMETERS:

  • 1. Batch Processing Time – This is the time (seconds) after which the system will generate a new batch and start sending requests to the next batch of agents. For e.g. if it’s value is 10 secs, then the system will generate a new batch every 10 seconds and send requests to the agents that were filtered in that batch, until either there are no available agents left (who have already been sent a request) or somebody has accepted the task. If the task is not accepted by anyone, its status will remain as unassigned task.
  • 2. Request Time  -  This is the time available to the agent on his application when he receives a notification for the task. For e.g.  if the value is 30 secs, then the agent will get 30 seconds to accept the task. In the meantime, if the task is accepted by another agent, then this agent will get a notification that the task has been already been accepted.

BATCH PARAMETERS:

  • 1. Maximum Batch Size – This is the maximum count of agents who will be sent a request in an attempt. For e.g. if in the first system attempt, there are 10 available agents within the starting radius, but the Maximum Batch Size was equal to 5 agents, then the request will be sent only to top 5 agents, sorted by distance.
  • 2. Maximum Batch Limit - This is the maximum number of attempts the system will try to search for an agent, before giving the message for Unable to Auto Assign.

If Auto Assignment fails, then the Dashboard gets a notification and tasks shows the option to Retry Auto Assignment, and send a round of notifications back to the available agents. We also send an email to the account owner notifying about the event.

Some other miscellaneous features regarding the feature are as follows:

  • 1. When searching for available agents, system automatically filters out people who already have a task overlapping with the task whose assignment is in progress
  • 2. Agents are sorted by a weighted average of proximity from the task and no. of tasks that he already has, but high priority for the proximity parameter
  • 3. Every Agent is sent a request only once during one cycle of auto assignment batch wise

ROUND ROBIN:

This new auto assign configuration allows for force assigning the tasks to your agents based on following two params:

  • 1. Maximum number of tasks
  • 2. Radius Limit

The system searches for all the available agents within the radius limit around the task location. It sorts the agents based on the number of tasks assigned to the agent and distance from the task location (in 40-60 ratio respectively), filters out all those agents whose tasks’ count is greater than the maximum number of tasks for that day (for which the task is being scheduled). The agent on top of this list is assigned the task.

If the system is not able to find any person in the given radius limit, then it searches the nearest agent outside the radius limit and assigns the task to that agent, however still maintaining the maximum number of tasks limit for each agent.

The task will be left unassigned, only if no agent with lesser number of tasks is available.

NEAREST AVAILABLE

This new auto assign configuration allows to assign task to the nearest available agent. You could define the maximum radius here.

Note: If you have enabled Auto Allocation in Account Setup, you can still choose to manually assign a task by deselecting Assign Automatically option in the Create Task pop-up. If your task is in unassigned category and says ‘unable to Auto Assign’, it means that the task request went to every available agent, but no one was available or accepted it. Now human intervention is required i.e. admin manually needs to assign the task to an agent.

Geo Fencing

ONLICAR offers yet another amazing feature that will simplify your task assignment process and help you categorize your fleet in a more geo- efficient way.

  • To enable geo-fencing go to Menu > Settings > Account Setup > Geo Fence. Geo fencing allows for categorizing your agents based on regions/zones. Draw your own area over the map and assign agent(s) to that region.

When creating a task, (if you have auto-assign active and you have also created at least one region), then a Geo Fence check box is visible, that allows for dispatching the task with the geo-fence-filter as ON. ONLICAR automatically detects which region(s) the task lies in, and filters the available agents for auto assignment who are authorized for those regions.

This feature solves the zoning, licensing issues that many service providers face when their agents are not authorized outside a defined zone. It also helps if you want to limit the tasks that are being sent to the agents’ limited zone wise.

Route Optimization

Routing Optimization add-on allows you to efficiently optimize the routes, saving you both time and money. You can access this add-on by going to Menu > Marketplace. This is an add-on feature which is charged separately on top of your current plan.

Using Routing Optimization is very easy. Below are the two ways to optimize your routes:

OPTIMIZE ROUTE FOR ALL UNASSIGNED TASKS:

  • Step 1– Click on the ‘Routing’ button (at the bottom of Tasks bar) and a pop-up will open. Select all the unassigned tasks in the pop-up and click Next. For eg. 10 tasks selected.
  • Step 2– Set the max. and min. number of tasks to be assigned per agent and then select the agents for optimizing route (For eg. 2 agents), click Optimize Route.
  • Step 3– Click on a particular agent in the agent bar in order to view the optimized path.

8 tasks are assigned to the agent based on the ETA and availability. Task outside the region remain unassigned. The map ‘fits to screen’ showing paths for an agent

Optimize route for a specific agent:

Click on the particular agent in the agent bar, all the assigned tasks appear in a list then click Optimize Route.

Route for 6 assigned tasks is optimized. The map ‘fits to screen’ showing optimized route

Note: Drag and move the tasks as per requirement to re-route. (If you need to assign the task to a different agent, click on details and assign to new agent)

Complete Route Optimization flow:

Task Attributes

You can select from the list of attributes you would like to have in your Agent’s mobile app. Based on your selection, your agents will see the selected attributes in the task details page in their mobile apps.

Go to Menu > Settings > Account Setup > Mobile App Setup

Acknowledgement Type

Accept/Decline Task
Based on your business requirement you can provide your agent with decline a task option as well. If you don’t enable it by default agent has to acknowledge a task or you can choose none if you want nothing to appear.

App Milestones

Show Arrived Button
Based on your business requirement you can show/hide the arrived button. By enabling it, this button will appear in the agent’s app.

Hide Cancel Button By enabling this, Cancel button will not be active in agent’s app.

Hide Failed Button By enabling this, Failed button will not be displayed in agent’s app.

Action Block

Add Notes
Based on your business requirements you can allow your agents to add note or multiple notes. By enabling it, this attribute appears on the task details page of the app. If you make this attribute mandatory ONLICAR does not allow the agent to complete the task until the required field is filled.

Add Images Based on your business requirements you can allow your agents to add image or multiple images. By enabling it, this attribute appears on the task details page of the app. If you make this attribute mandatory ONLICAR does not allow the agent to complete the task until the required field is filled.

Add Signature Based on your business requirements you can allow your agents to add signature. By enabling it, this attribute appears on the task details page of the app. If you make this attribute mandatory ONLICAR does not allow the agent to complete the task until the required field is filled.

Add Barcode Based on your business requirements you can allow your agents to add barcode. By enabling it, this attribute appears on the task details page of the app. If you make this attribute mandatory ONLICAR does not allow the agent to complete the task until the required field is filled.

Disable Customer Rating Turn this attribute on/off to enable or disable customer rating on your agent’s app.

Custom Field Templates

Go to Menu > Settings > Account Setup > Templates

Go to Menu > Settings > Account Setup > Templates

Custom fields allow you to capture the information in a form that is specific to your business.

You can create multiple templates based on your requirement and you can add as many custom fields in a template as required.

Once the template is created, you can add the template while creating a new task, thus providing you additional fields.

These custom fields are shared with your agents/ drivers in the app, providing them the additional info as required.

App Side Display: In the app side display drop down you can either select Read Only/Allow Agent Input. If you choose to Allow agent Input as per your needs, you can also make the particular field mandatory, agents will need to fill the field it in order to complete a task.

Input Type:
Each field has it’s own input type, you can select it to number, text, image, date or dropdown.

> Text option allows the input of any character or numbers.
> Image option allows the input of an image.
> Date option allows to select a date from the calendar.
> Dropdown allows the input of multiple values separated by commas.

You can also edit, duplicate or delete a custom template by clicking on the symbol present at the right side of a custom field.

Customer

Order Tracking Web-Link

When the agent taps “Start a Task” on the mobile app, a notification in the form of SMS and email (if captured) is sent to the customer associated with the task. The message also contains a tracking link which allows the customer to view the real-time location on the map and the ETA of the agent.Below is the sample message. Modify the content and use tags (variables) to create the message unique to your business.

Once the customer clicks on the link, it opens in the mobile web browser. Customer can call or message the agent with just a single tap.

Feedback From Customer

Once the task is complete, the same tracking link converts into a feedback page. The customer also receives an SMS and email with a link, asking for the feedback. Customer can rate their experience with a star rating and also leave a comment.

Below is the sample SMS:

Hi Susan. Your order was successfully delivered at 11am. Please help us improve our service by rating your delivery experience http://onlicarapp.com

Notifications

Connect Your Twilio Or Plivo Sms Account

Connect your own SMS service provider account like Twilio or Plivo account with ONLICAR, following three simple steps – add your phone number, AccountSID, and AuthToken and connect successfully.

You could even customise the content of your messages and offer your customers a more personalised treatment with the use of your short-codes.

A step by step guide to Twilio and ONLICAR Service

Go to: onlicarapp.com Sign in with your email id > Click on Setup> Click on Add-ons > Connect Your SMS Account.

This would allow you to connect your messaging account of Twilio, Plivo or 2 Factor. However, this would require information like your Auth Token and Account Number. Once you are able to connect your SMS Account, the home page would open and the console dashboard would be directly available. The Console Dashboard will open in Twilio, and the Account SID and AuthToken from Twiliio will be used in onlicar in “Connect Your SMS Account”.

A dialog box will appear (shown in the picture above) and will ask you for the following information –

1) AccountSID number,
2) AuthToken, and
3) Phone number.

You need to have a phone number in order to use the service. The AccountSID and AuthToken will be provided from Twilio. Click on ‘Activate’ to activate the same.

AuthToken –
Acts as a Password. Click here to change your Auth token

Account SID –
Acts as a username. Click here to access Account SID

Go to > PHONE NUMBERS DASHBOARD > Click on Phone Numbers > Buy A Number > GO TO GET STARTED OPTION

In case you do not like the chosen number, you could also select your own number.Once you select the given number or choose your own number, click on the option GET STARTED.After generating Auth Token, Account SID and Phone Number, following the steps mentioned above, you are almost ready to use Twilio in your onlicar account. All you need to do is put the details in your ONLICAR Account in CONNECT YOUR SMS ACCOUNT, and be ready to use the services.

SMS & Email Notifications

ONLICAR completely automates the communication process by sending customized notifications in the form of email and SMS, to the customers associated with each task.

Now we have launched set of triggers against each workflow.

Go to Menu > More > Notifications to enable, disable or edit the content for each trigger.
Below are the five triggers associated with the Pick Up & Delivery workflow:

Request Received: This is triggered when you create an order.

Agent Started: This is triggered when the agent starts a task.

Agent Arrived: This is triggered when the agent reaches the destination.

Successful Pick Up/Delivery: This is triggered when the task has been completed successfully.

Failed Pick Up/Delivery: This is triggered when the task has been completed unsuccessfully.

Below are the five triggers associated with the Appointment workflow:

Request Received: This is triggered when you create an order.

Agent Started: This is triggered when the agent starts a task.

Agent Arrived: This is triggered when the agent reaches the destination.

Successful: This is triggered when the task has been completed successfully.

Failed: This is triggered when the task has been completed unsuccessfully.

Below are the five triggers associated with the Field Workforce workflow:

Request Received: This is triggered when you create an order.

Agent Started: This is triggered when the agent starts a task.

Agent Arrived: This is triggered when the agent reaches the destination.

Successful: This is triggered when the task has been completed successfully.

Failed: This is triggered when the task has been completed unsuccessfully.

DISABLE NOTIFICATIONS

Notification can be disabled by a single click on the blue toggle button.

Edit a Notification

You can edit the content of a notification by clicking on the pencil symbol (✎) present at the top right side of every notification.

Once selected you can edit the content and click on update to save the changes. You are free to do it for both SMS and email notification.

Tasks

Create Task

The ‘Create Task’ button is located right on the top bar for easy accessibility from all pages. Click on the button and enter the required details, based on the workflow selected.

Pickup and Delivery Workflow

Pickup:
When you click on the pickup button, it expands with pick-up detail fields. Add details like Name, Contact Number, Email Address, Order ID, Pickup Address, Pickup Before and Description. You could also upload a reference image and select a suitable template. You could also add multiple pickup points by clicking on Add another pickup point.

Delivery: To add delivery details for any task, click on delivery option and then add delivery details. Add details like Name, Contact Number, Email Address, Order ID, Delivery Address, Delivery Before and Description. You could also upload a reference image and select a suitable template. You could also add multiple delivery points by clicking on Add another delivery point

Appointment

For Appointment workflow, when you click on Create Task, you have to enter details like Name, Contact Number, Email Address, Order ID, Address, Start Time, End Time and Description. You could also upload an image for reference of your agent

Field Workforce

For Field Workforce workflow, when you click on Create Task, you have to enter details like Name, Contact Number, Email Address, Order ID, Address, Start Time, End Time and Description. You could also upload an image for reference of your agent.

While entering or selecting location in any workflow, view the map on the right and locate the pointer on it. You could move the pointer to a precise location, if required.

Please note that the location must be written in a Google friendly manner, enabling the Maps to read it correctly. Apartment numbers usually confuse Google Maps, so add the building/apartment numbers in the ‘Description’ field instead.

You could choose to assign agents manually or automatically to the task that you are creating.

When you choose Assign Agents Manually, you have to input details like Select team, and Select Agents. Also, you could turn on/off geo-fencing feature in this section. Once you have filled all the details, click on Create button and your task will be successfully created.

Bulk Import Tasks

ONLICAR’s ‘Bulk Import Tasks’ feature allows you to upload multiple tasks in one go.
The ‘Create Task’ button is broken into two parts. All you need to do is click on the drop-down at the right of the button and select ‘Bulk Import’, as shown below.

Next, download the CSV file template with sample values and make sure the data is in correct format as per the template.Follow the simple three-step process:
1. Select a team (optional)
2. Select the custom field template (optional)
3. Upload the CSV fileYou could download the sample file to know the format of CSV file that you need to upload.

Bulk Import with Dynamic Custom Fields — Pickup & Delivery Workflow

Custom field value can also be updated dynamically, using the ‘bulk import’ feature.

Download the CSV sample file and add the same after the last column. To add multiple fields, you could also add multiple P and D tags.

For pickup custom field:

P_fieldname Eg: Label: P_price Value: 200
For delivery custom field:
D_fieldname Eg: Label: D_cod Value: 300

Bulk Import with Dynamic Custom Fields — Appointment/ FOS Workflow

Custom field value can also be updated dynamically, using the ‘bulk import’ feature.

Download the CSV sample file and add it after the last column. Feel free to add multiple fields:

Template_ID Eg: Label: Template_ID Value: cash
Fieldname Eg: Label: price Value: 200
Fieldname Eg: Label: cod Value: 300

Assign Task

Assigning a task to an agent can be done in three different ways:


FIRST
Create a new task, by selecting any one of the following –

Create Task OR Bulk Import Tasks
- Fill in all the details in the Task creation form.
- Select a Team from the drop down.
- Choose one or multiple agents from ‘Assign agent’.
- Click on ‘Submit’ to save the task.

SECOND

- Click on Tasks in the left panel.
- Under Actions column, click on three dots and select Assign.
- Fill in the details and click on Submit to complete the action.

THIRD

You could assign a task to an agent from the top left side panel of the Dashboard also. Select the Unassigned tab to directly assign the task to the agent.

- Click on ‘Assign Agent’’ button on the task tile.
- A popup would appear and you could choose from the drop down, list of idle agents that appear.
- Click on the name of the desired agent, and the unassigned task automatically gets assigned to him/ her.

Task Details

ONLICAR enables you to check task’s status and details in simple steps:

- Go to the Tasks panel on the ONLICAR dashboard.

- Click on Tasks and complete list of tasks will open. Click on the task that you want to view details of.

- A small window will slide from the right where you can see all the Task Details.

You can see following information:

DETAILS

- Status: Displays the task status.

- Task Description: Any additional comments or instructions.

- Start Before: Time when the agent commence the task.

- Complete Before: Indicates Task completion time.

- Tracking Link: You can share the tracking link with your customers.

- Team: Name of the team to which agent belongs.

- Agent: Name of the agent.

CUSTOMER

- Name: Name of Customer.

- Phone: Contact number of customer.

- Email: Email address of customer.

- Address: Address of customer.

HISTORY

- View task history details such as date of task creation.

CONNECTED TASKS

See if task is connected to other task (Pickup and Delivery tasks)

Click on three dots icon to perform any of the following:

- Edit Stop: You can edit the task details. Duplicate Stop:

- Save time when creating similar tasks. Auto fill task details in the form.

- Export Stop: You can download the task details in CSV format.

- Delete Stop: Delete the task.

- Reassign Agent: You can reassign an agent to the task.

- Change stop status: You can change the task status. Select status from the drop down list.

Edit Task

A task can be edited at any point of time, using any of the following two ways:

FIRST

- Go to Dashboard > Task Panel > Task Tile > Click on right arrow (>) button.

- Task Details, Customer Details and History will appear.

- Click on three dots icon and select Edit Stop. Make the required changes and click on Submit.

SECOND

- Go to Dashboard > Click on Tasks in left bar.

- Complete list of tasks will appear with all details. Under the extreme right column of actions, click on three dots icon.

- Click on Edit.

- Update the details and click on ‘Submit’ to save the changes.

Delete Task

In case the task is not yet started by the agent, it can be deleted quite easily. However, please note that once deleted, the task will be permanently removed from the dashboard and the agent’s mobile app. There are two ways of deleting a task:

FIRST

- Go to Dashboard > Task Panel > Task Tile > Click on right arrow (>) button.

- Task Details, Customer Details and History will appear.

- Click on three dots icon and select Delete Stop. Click on Confirm in the popup and the task will be deleted.

SECOND

- Go to Dashboard > Click on Tasks in left bar.

- Complete list of tasks will appear with all details. Under the extreme right column of actions, click on three dots icon.

- Click on Delete and then confirm to delete the task.

Bulk Delete Tasks

Go to the Tasks panel on the ONLICAR dashboard. Click on Tasks and complete list of tasks will open. You can delete a task/tasks anytime depending upon your requirement. Once deleted it will be removed from the dashboard and the agent’s mobile app. To delete tasks in bulk you can either select the checkbox present at the left side of the Task ID and it will select all the tasks on the current page.

Else you can simply select multiple tasks that you want to delete through the check boxes present at the left of their Task IDs.

Approve Action by clicking on Confirm.

Duplicate Task

ONLICAR helps you save time and effort, by allowing you to create duplicate tasks. This can be done in two easy ways:

FIRST

- Go to Dashboard > Task Panel > Task Tile > Click on right arrow (>) button.

- Task Details, Customer Details and History will appear.

- Click on three dots icon and select Duplicate Stop. Make changes in the details and click on Submit.

SECOND

- Go to Dashboard > Click on Tasks in left bar.

- Complete list of tasks will appear with all details. Under the extreme right column of actions, click on three dots icon.

- Click on Duplicate and then make the required changes.

- Click on Submit and duplicate task will be created.

Recurring Tasks

A Simple Guide For Recurring Tasks

Recurring Tasks
– Create tasks once without any hassles of entering details again and again.

Recurring Tasks is a feature under Marketplace which lets you create task once, allowing you to enter the frequency i.e. how often you want the task to be repeated. This feature makes it easier for the customer to enter the data without having to enter the details again and again.

The Repeat options include:

- Daily

- Weekly

- Monthly

- Yearly

You can choose the frequency as per your requirement.

Once you have logged in to your ONLICAR account, you will be able to create a New Recurring Task by Activating Recurring Task option in ADD ONS Section.

After the Recurring Task option is activated, you can create a new task by clicking Create Task on the top right corner of the screen.

There will be a REPEAT option for repeating a task. Click on and you will get the frequency options for repeating a task. The following options are available under Repeat options.

- Daily – In daily, the task will be repeated on all days.

- Weekly – No.of days the task will be repeated in a week. You will have the option to select the days on which you want the task to be repeated. Eg S- Sunday, M-Monday, T- Tuesday, W-Wednesday, T-Thursday, F-Friday and S-Saturday.

- Monthly – In a month which all days the task will be repeated. The task created will be repeated on the same date of every month. Eg, if the task is created on 29th, then it will be repeated on 29th of next month.

- Yearly– The task will be repeated after a year on the date it was created.

Starts On – Indicates the date and time on which the task started. The task will be started at 5:00 as per your time zone.

Ends On – There are 2 options under this-

After – It indicates after how many occurrences the task will end.

On – This indicates the date and time on which the allotted task will end.

Agent Mobile App

Download And Install Agent Mobile Apps

ONLICAR comes with both iOS and Android apps for the field workforce. The apps are compatible with Apple iOS 8+ and Android 4.0+ phones.

Once the Agents are added to the dashboard they will receive an SMS and email with the links to download the mobile Apps, along with a temporary password to login. Upon login, they will be prompted to change password.



Click on the install ONLICAR button.

You will get a pop-up with cancel and install options, click Install.

The installation will begin automatically.

It takes a few minutes (depending on the internet connectivity) for the app to install.

Once done, you will see the ONLICAR app icon as below.



Open the Android link and it will take your directly to the. Click on Install button, the app will start downloading and you will see the progress in the notification bar.

Once the download is complete, click on the notification or find the onlicar icon as below.


Acknowledge A Task – Accept/Decline


The option to acknowledge a task appears if Accept/Decline Tasks is not selected by the user from the back end (i.e. at the workflow page of the dashboard).

The acknowledge button will appear at the bottom of the task details screen. Clicking on the “Acknowledge” button will notify the user that you have seen the task.

If you have selected “Accept/Decline a Task” on the workflow page, it will directly take you to the option to Accept or Decline a task. Both these options will appear on the bottom of your screen.


Start A Task

When you click on the task title on the home page you get all the task details. At the bottom there will be an Acknowledge/Accept button (depending upon what the user has selected) Once you Acknowledge/Accept the task, it will automatically redirect you to the next step.

It is only after accepting a task, that you get the option to either call or send a SMS to the customer in front of the person’s name. At the bottom of this screen you get the option to Start/Cancel a task.

A confirmation pop up will appear as soon as you click on “Start”. Click “Confirm” on the pop up in order to proceed.

Arriving at Destination

Once you reach the destination, tap the “Arrived” button at the bottom of the active task. This will send a notification to the customer as well as the owner about your arrival at the destination.

Clicking on arrived button will also give you the access to add notes, images and signature. These can be taken as a proof of delivery. However these option will only appear if they have been selected from the back end (dashboard).


Complete A Task

Once you collect all the necessary and mandatory information required as a proof of delivery, click on “Successful” button at the bottom of the screen to complete the task.

If you are unable to get the required information for the field, click on “Failed”.

When you click successful/failed, you cannot add any note, image or signature. However, you’ll be able to view them anytime later

Proof of Delivery

Delivery proof can be updated in 3 different ways:

- By adding notes

- By adding images

- By adding signature

These field appear on screen only if the user has selected them from the back end (dashboard), after you click on the “Arrived” button. It is entirely users choice to keep one field as a proof of delivery or more. User can also make these fields mandatory (anyone or all) depending upon the business requirement.

Add Notes
Click on add notes and you switch to another screen, write the note and it automatically gets saved. You can add multiple notes and even you can edit or delete them till the time you have not clicked the successful button.

Add Images
Click on add images and you switch to another screen, where you can upload an image from the gallery or take a new picture. You can add multiple images, to delete an image press the particular image a confirmation pop up appears click yes to proceed or no to cancel.

Add Signature
Click on add signature and you can take the signature of the customer. You can reset it, if not correct or update. You can even delete it till the time you have not clicked the successful button.


When you get the required information click on “Successful” button. Your task will not be considered complete until you get all the mandatory data and if you are unable to do so click on “Failed” button.

Once you click on Successful/Failed button you are unable to add notes, images and signatures, you can just view them.

Task History

Task history shows you the time at which you:

Accepted a task,

Started a task,

Arrived at destination, and

Successfully completed a task

When you click successful/failed, you’ll be able to view the task history just below the action block. You can also tap on calendar and select a particular date. All the tasks for selected date appear as a scrollable list. Tap on the task to view the details.

List,  Calendar And Map View

List View
All the current days tasks appear in a scrollable list view at the homepage of the app. Scroll up and down to view the tasks, and to know their corresponding details, you can click on them.

Calendar View
You can view all the past and the future tasks in the calendar. The Red dot at the top of a particular date signifies the number of incomplete tasks, while the Blue dot at the bottom signifies the total number of tasks assigned to the agent on that particular date.

Map View
You can switch between the List view and the Map view with just a tap. All the current days task appear in a scrollable view at the bottom. Scroll left and right to view the tasks and their corresponding location on the map. Click on the task title to view the task details.

30 Minute Reminder

A pop up appears when 30 minutes are left to complete a task. It appears only when you have acknowledged/accepted a task but have not yet started.

Menu

The ONLICAR app menu includes the following:

Profile

Support

Tutorials

Settings

Log out

Profile

You’ll be able to view your profile by clicking on this option. The information in your profile can be edited at any point of time.

To edit the information click on the pencil symbol (✎) at the right top of the profile. You can edit the following:

- Name

- Contact number

- Vehicle type (The route optimized by the app is in accordance with the type of vehicle you have chosen For eg. if the vehicle opted by you is a bicycle then the google map will show the route accordingly, similarly it is applicable to all the other vehicles.

- Model name

- Plate number

- Change password

Support

At anytime, if you are stuck and need help with the product, click on support. It will take you to the support page of ONLICAR website.

Tutorials

When you click on tutorials, it will take you to the on-boarding screens through which you can have a quick learning on how the app works.

Settings

When you click on more you get two options:

- Show Traffic :When you enable it, you can view the live traffic status on your map.

- Notifications

- Language

- Power Saving Mode

Log Out

When you click on log out, a confirmation pop up appears, click yes to proceed and no to cancel.

Multiple Languages

ONLICARS’s Agent Mobile app offers you with multiple languages:

You can change the language by going to Menu > Settings > Language.

Select the language you want to use and restart the app for the new language setting to take effect.

iOS App:

The languages offered are:

Arabic (العربية)
Chinese (中国(北京话))
Czech (čeština)
Danish (dansk)
Dutch (Nederlands)
English (English)
Filipino (Pilipino)
French (français)
Georgian (ქართული)
German (Deutsche)
Greek (ελληνικά)
Hindi (हिंदी)
Indonesian (bahasa Indonesia)
Italian (italiano)
Japanese (日本語)
Malay (Malay)
Portuguese (português)
Russian (русский)
Spanish (Español)
Swahili (Kiswahili)
Thai (ไทย)
Turkish (Türk)

Android App

The languages offered are:

Arabic (العربية)
Chinese (中国(北京话))
Czech (čeština)
Danish (dansk)
Dutch (Nederlands)
English (English)
Filipino (Pilipino)
French (français)
Georgian (ქართული)
German (Deutsche)
Greek (ελληνικά)
Hindi (हिंदी)
Indonesian (bahasa Indonesia)
Italian (italiano)
Japanese (日本語)
Malay (Malay)
Portuguese (português)
Russian (русский)
Spanish (Español)
Swahili (Kiswahili)
Thai (ไทย)
Turkish (Türk)

Note: If you do not see any of these languages supported on your mobile app, it might be that your app is not updated. In this case, we request you to update your app to the latest version.

Going Off Duty

There are two ways to go off duty. You can simply slide the blue toggle switch which appears at the centre of the screen towards left. Secondly, you can use the log out button. Once you go off duty or log out, you’ll no longer be active.


Agent Mobile App – Offline Capability

ONLICAR’s agent mobile app offline capability gives the power to your field workforce to work anytime and anywhere — — totally unplugged.

The application let’s you access and take the action on all your tasks for the given day without the internet connection.

Easy Access

Easily access all the task details, customer name, address, notes, custom fields and all other task related information.

Offline Actions

You can take all the actions in the offline mode, that you can while connected. Call or message the customers, add notes, add images, add signature or add/update custom fields.

Milestones

Easily update the task milestones during the offline mode. You can start the task, arrive (depending on your business type workflow) and complete the task.
The major milestone timestamps (like start time, successful time etc) will always show the actual times and not synchronization time.

Auto Synchronization

Once back online, any action in the app will automatically sync all your offline activity back to your manager’s dashboard. Depending on the number of tasks/actions taken, the sync might take a few minutes.

How to activate offline capability for your account?

Go to Menu > More > Add-ons > Activate Mobile App Offline Sync

Once you activate it from the admin dashboard, your agents would need to logout from the mobile app & login again (or kill/open the app).

Payment Invoice Template

Payment Invoice Template’ allows you to create a dynamic invoice that is shown to the agents within the app, once the given task is complete.

You can use various types of arithmetic and if-else expressions in order to generate the dynamic invoice. Below are a few examples which you can use or modify depending on your business requirement:

Simple Arithmetic var=: [25*5+9-8/2]

Complex Arithmetic var=: [25*5+9-[7/2+5]+[2*8/(4-3)]]

Simple if-else: Calculating Fare Based on distance and time: [ 12 + [if(distance>20){distance*2}else{distance*4}] + [if(time

Complex if-else: [12+ [if(distance>12){[if(time

Plain Text:

Payment Invoice

Rooms Cleaned = {{RoomsCleaned}}

Total Time Spent = {{TotalTime}}

Additional Services = {{AdditionalServices}}

The total payment which needs to be collected is: $[{{RoomsCleaned}}*20+{{TotalTime}}*10+{{AdditionalServices}}*20]

Note: The tags in the above example, like {{RoomsCleaned}} are variables based on the custom fields created by you.

Note: The code pasted is the same that has been shared below.



<html><div class="””mrn-top-field”" ng-pristine="””" ng-untouched="””" ng-valid="””"></div></html>
<div class="””mrn-top-field”" ng-pristine="””" ng-untouched="””" ng-valid="””"></div>
<div 1px="””" class="””invoice-box””" solid="””" style="””border:”"></div>
<table none="””" style="””border:”"></table>
<tbody></tbody>
<tr></tr>
<td colspan="”2″" style="”vertical-align:top”"></td>
<table cellpadding="”5″" style="”border:none;" line-height:inherit;="" text-align:left;="" width:100%”=""></table>
<tbody></tbody>
<tr></tr>
<td style="”vertical-align:top”"></td>https://cdn3.iconfinder.com/data/icons/purchases-and-sales/512/INVOICE.png” style=”border:none; max-width:300px; width:20%” />
<td style="”text-align:right;" vertical-align:top”="">&nbsp;</td>





<tr></tr>
<td colspan="”2″" style="”vertical-align:top”"></td>
<table cellpadding="”5″" style="”border:none;" line-height:inherit;="" text-align:left;="" width:100%”=""></table>
<tbody></tbody>
<tr style="”border:none;”"></tr>
<td style="”vertical-align:top”">For&nbsp;&nbsp;{{customer_name}}&nbsp;</td>





<tr></tr>
<td style="””background-color:”"><strong>Items</strong></td>
<td style="””background-color:”"><strong>Price</strong></td>

<tr></tr>
<td style="””vertical-align:”" top="””">Total Rooms</td>
<td right="””" style="””text-align:”">{{RoomsCleaned}}</td>

<tr></tr>
<td style="””vertical-align:”" top="””">Additional Services</td>
<td right="””" style="””text-align:”">{{AdditionalServices}}</td>

<tr></tr>
<td style="””vertical-align:”" top="””">Total Time Spent</td>
<td right="””" style="””text-align:”">{{TotalTime}}</td>

<tr></tr>
<td right="””" style="””text-align:”">Total: $[{{RoomsCleaned}}*20+{{TotalTime}}*10+{{AdditionalServices}}*20]</td>



&nbsp;<p center="””" style="””text-align:”">&nbsp;</p>


Note:1. The spaces in the formula should follow the same pattern. Any changes in spacing will render the code ineffective.
2. Tag selection only works in plain text editor and not in HTML code editor