Cab Ride

24 May 7, 2023

Follow the instructions below to setup and utilize the Cab Ride (Uber-like) feature.

ACCESS CAB RIDE

1) Log into your App Manager and select your app.

2) Click Features from the left-hand-side of the screen (or the middle of the screen).

3) Click the Cab Ride button (or whatever your Taxi feature is titled).

INITIAL SETUP

Click the green Settings button. The Dashboard button will take you to the main Dashboard (after everything is setup).

Complete the settings options to fit your needs. Below is an explanation of each option.

Admin e-mails – A coma separated list of the Cab Ride admins, this is used to notify payment requests, cash return, support, etc.

Currency – An extensive list of all the currencies supported by Stripe.

Distance unit – Kilometers or Miles.

Search timeout – Defines the search request timeout, after what a request will expire if no driver answered.

Search radius – Defines the search radius around the passenger location.

Accepted payments – Accepts either Cash, Credit card or Both.

Payment provider – For credit card payments, the module comes with Stripe, more Payment gateways can be available on request & study.

Commission type – Use this option if you want to obtain payments based on commission. You can set a Fixed amount, Percentage, or Disable the feature.

Commission – If the commission is enabled, you enter the amount here.

Course mode – You can choose whether to let the driver or the admin select the pricing for a cab ride.

Pricing mode – The course mode defaults to Immediate in the version 1.0.0.

Driver can register – When disabled, all new users will be marked as passenger. You can upgrade a Passenger to a Driver in the page CabRide and Passengers page.

Custom form – Use this section of the Settings to add your own form fields that the passenger will complete.

When you are done with the settings, you will have to create at least one vehicle type.

DASHBOARD

On the dashboard, you have access to a synthetic view of the latest 100 payments, and cumulative boards for daily, weekly, monthly and yearly earnings:

VEHICLE TYPES

Click Vehicle Types on the left-hand-side of the screen.

Click Add A Vehicle Type to add your vehicles.

Complete the Vehicle setting fields.

Vehicle Types – The vehicle type name and image are required fields.

Fair Information – This field is required only when Pricing mode is set to Fixed by vehicle type.

DRIVERS

Click Drivers on the left-hand-side of the screen to edit your Driver settings.

RIDES

The Rides section offers an overview of all the rides & requests, with their information and statuses.

ACCOUNTANCY

Use the Accountancy section to manage your commissions payout & cash return requests:

Cash return requests: All rides paid with cash will be aggregated by drivers, grouping all payments with the sum of commissions to be returned:

You can send cash requests to your drivers:

› Without date filters: all pending cash return will be aggregated regardless of the time period.

› With period filter: only rides paid by cash within the time period will be aggregated and asked for a return. When requesting a cash return, the line will be added to the Archived requests with the status REQUESTED, when the cash is returned, you can call the action MARK AS RETURNED to validate it.

Payouts: On the other hand, for payments done via credit card you’ll be able to create individual or bulk payout requests.

You can inform your drivers they will have their payouts processed:

› Without date filters: all pending payouts will be aggregated regardless of the time period and drivers will be notified.

› With period filter: only rides paid by credit card within the time period will be aggregated and notified as payout in progress to the drivers.

› The Pay Out action will create a pending payout for the given driver payouts.

The Generate Bulk Payout action will create a bulk csv export for all the pending payouts (filtered by time period, or not).

When the bulk report generation is done, you’ll see the report, and will be able to download it as CSV:

CAB RIDE IN THE APP

When opening the App for the first time, passengers and/or drivers will be asked to select a role.

If the setting Driver can register is not enabled, all new customers will be marked as Passenger. It’s then up to the App Admin to grant customers as drivers from the page CabRide and Passengers with the action Set As Driver.

PASSENGER UI – The passenger homepage with a nearby online driver.

Below is the homepage when the passenger defined their pick-up and delivery location, with estimated distance & duration.

At this step, the passenger can now request for available drivers.

When the search is successful, the passenger will have to choose between the available vehicle types.

If multiple drivers are available, a price range is shown to inform the passenger. When only one driver is available for a vehicle type, a single cost is displayed.

› After the passenger selected a vehicle type, they then select a payment method.

› Passengers can securely store one or more payment methods that can be used.

After selecting a payment method, the passenger will be directed to the My Rides page.

› The ride is Pending while waiting for drivers to accept the request. A request expiration notice is displayed.

› While the request is in Pending state, the passenger have an option to cancel the request.

If a driver accepts the ride, passenger will receive a Push Notification and the ride state will change to Accepted.

› At this step, the passenger can make a phone call to the driver if needed, or see more details about the ride by clicking the information button .

DRIVER UI

Below is the driver navigation and waiting homepage. Next to each section (on the left), a counter shows how many requests or actions are active.

VEHICLE INFORMATION

› The driver will have to select a vehicle type, and complete additional required information before going Online (ready to receive jobs) for the first time.

› The section Custom fares is only visible & editable when the setting Pricing mode is set to Drivers by the App Admin. Otherwise, the price is already set for the driver (as listed by the App Admin).

› With this pricing mode, drivers will fix their fares individually. Otherwise, the App Admin sets the fare rates.

Drivers will receive Push Notification if they match a Passenger’s request. The Notification will open the Driver’s Pending page:

› Here the driver can review the ride request while pending, and Decline or Accept.

› When the driver Decline a ride, the ride will be moved to the Declined page. The driver can still Accept the ride if it’s not expired or accepted by another driver.

› When the driver Accepts the ride, the passenger will receive a Push Notification, and the driver will receive additional information.

After the driver has Accepted a ride, he will have option to select:

› Drive to client: The driver will inform the client he is on his way, the passenger will be informed of the estimated time of arrival of the driver.

› Drive to destination: The passenger is now on-board, and the driver starts the ride.

› Call client: The driver can call the client for more information.

Both Drive actions will open a navigation option for the driver to choose between Waze, Google directions, or Apple maps (on iOS devices).

When the ride is done and the passenger arrived at destination, the driver will be able to mark the ride as complete.

› If the passenger is paying by card, the card will be charged the amount due for the ride.

› If the passenger is paying with cash, he pays the driver directly.

After ride is completed, the driver can review his payment history:

› The Payment history page is split in two sections:

Credit card

Pending payouts: When the App Admin mark payouts as Pending, the driver will see his incoming payouts. This includes the total amount due, and the period covered.

The latest 100 payments are displayed with their respective statuses:

* Unpaid = The payout is due to the driver.

* In Progress = The app admin marked this payment for an incoming payout.

Paid = The payout is paid.

Cash

Pending cash return: When the App Admin mark cash payments to be returned, the driver will be notified he has pending cash return requests. This will include the covered period and the total amount to return to the App Admin.