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Best in town!
Best in town!

Handbook

Prices

  1. Pick up fee is $3.
  2. Extended pick up $5.
  3. The price per mile is $1.50.
  4. All hospitals and medical billing clients are figured at no pick up fee and $2 per mile.
  5. Round trips are $10. That includes 5 miles total with 1 stop and less than 10 minutes wait time. If any round trip does not fall within the limits of a round trip as listed here, then it is billed as a regular call.
  6. Wait time is $0.75 per minute. All customers get 10 minutes of wait time included. They can use this wait time at any point during their ride. Please remember it is a total of 10 minutes.
  7. Customers are billed $0.35 per minute every minute the vehicle is travelling under 12 MPH.
  8. Stops are $1. Charging for a stop does not add any additional wait time. Please see # 6. It has long been accepted NOT to charge a customer for a stop if they are getting cash to pay for the ride, however, the wait time is still calculated.
  9. The charter rate is $45 per hour. To qualify for the charter rate, a call must have multiple stops and / or large amounts of wait time. The charter rate is designed to save the customer money in the long run. The charter rate has a minimum of $22.50 (for a half hour) and is figured in 15 minute increments (adding $11.25) and is calculated using the Taximeter App and using current company policy on rounding.
  10. It is required that all drivers use the Taximeter App. The pricing schedule has changed slightly (to conform to the usage of the Taximeter App).

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Normal rounding (not using the Taximeter App)

We are NOT using this method of calculation since all drivers are required to use the Taximeter App.

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Taximeter App rounding (only applies when using the Taximeter App)

While using the Taximeter App you round MONEY ONLY. Our current policy is to round to the nearest $0.25.

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Square

  • Square is the POS (Point of Sale) application that we use to run credit cards.
  • Square is to be used to document all discounts that are a result of a “Blue Light Special” as noted on the Promotions Page of the website.
  • All credit sales are processed thru Square.
  • You only process a cash sale thru Square for 1 of 2 reasons. Either they are a Loyalty participant and you are logging their stars or they are receiving a discount as the result of us running a “Blue Light Special”.
  • The permissions required for each driver to be able to log the loyalty also includes other permissions such as editing a customer, etc… Drivers are NOT allowed to make any changes to a customers records. Drivers are NOT allowed to do anything with the Square Application EXCEPT us it exactly as described in sections A thru G below.
  • The settings are not to require a signature from the customer for amounts lower than $25 dollars.

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A. Getting to know the application.

  1. When you open the application, it should open to the “Checkout” screen. If not, press the three lines on the top left and choose “Checkout”. Please note that the “Checkout” screen is the ONLY screen that drivers are authorized to use.
  2. At the very top it says “No Sale” until you start a transaction. Once you start a transaction it changes to “Current Sale” and you can tap on this area to see the items included in the transaction.
  3. Below “No Sale” is a big blue button that says “Charge $0.00”.
  4. Below the charge button are two items named “Keypad” and “Library”. Always use the “Library” unless instructed otherwise.
  5. Below the “Keypad” and “Library” area there is a drop down box that contains “All items”, “Discounts”, “Driver”, and “Invoice”. You want to make sure it stays on “All items” unless instructed otherwise.
  6. Below the item chooser drop down box is either the keypad if you have “Keypad” selected or the library items if you have “Library” selected (see number 4).

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B. Processing a credit card sale.

  1. Make sure that you are seeing the library items (see section A number 4 above).
  2. Use the appropriate items to total the sale. For example, if you are processing a $6 dollar sale, then tap the “05 Charge” once and the “01 Charge” once. If it is a $9 dollar sale, then tap the “05 Charge” once and the “01 Charge” four times. It is very important that you use the fewest items to total the amount. You do NOT want to use five “01 Charge” to total $5 dollars, etc…
  3. You can verify the items you have entered in the sale by tapping the “Current Sale” button at the top (see number 2 in section A above). If you have entered anything wrong please see “Editing a sale” (section D) below. If everything is right, tap the “X” next to the Total on the top left of the screen.
  4. Swipe the card.
  5. If the signature screen pops up, have the customer sign (it will NOT ask for a signature if the total of the sale is less than $25 dollars).
  6. The tip screen will show up with 3 tip amounts (20%, 25%, or 30% of the sale), a “Custom Amount” button, and a “No Tip” button. Please let the customer decide. If you include a tip that the customer has NOT authorized, you are guilty of theft.
  7. The next screen will allow a receipt to be texted or emailed to the customer. Always ask them if they want to be texted or emailed a receipt and act accordingly.
  8. If the customer does not want a receipt you MUST press “No Receipt”.
  9. If the customer’s loyalty phone number is already associated with the card you will see the current number of stars available.
  10. If the customer’s loyalty phone number is NOT already associated with the card, you will see a box to enter their phone number. Please ask them and be sure to emphasize LOYALTY PHONE NUMBER. Some customers use a different phone number for their loyalty than their normal phone number.
  11. Once you enter the phone number, you will see the current number of stars available.
  12. Press “New Sale” on the top right of the application.

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C. Processing a cash sale for Loyalty stars to be added.

  1. Make sure that you are seeing the library items (see section A number 4 above).
  2. Use the appropriate items to total the sale. For example, if you are processing a $6 dollar sale, then tap the “05 Charge” once and the “01 Charge” once. If it is a $9 dollar sale, then tap the “05 Charge” once and the “01 Charge” four times. It is very important that you use the fewest items to total the amount. You do NOT want to use five “01 Charge” to total $5 dollars, etc…
  3. Tap the “Current Sale” button at the top (see section A number 2 above) and verify the amount of the sale. If you have entered anything wrong please see “Editing a sale” (section D) below.
  4. Tap the line that says “Tax”.
  5. Tap the red “X” next to 4%.
  6. Tap the blue “Save” button at the top.
  7. Tap the “X” next to the Total on the top left of the screen.
  8. Tap the blue “Charge $(amount)” button.
  9. Tap the “Cash” or “Check” button.
  10. Enter the amount tendered with the keypad and press the blue “Charge” button.
  11. The next screen will allow a receipt to be texted or emailed to the customer. Always ask them if they want to be texted or emailed a receipt and act accordingly.
  12. If the customer does NOT want a receipt you MUST press “No Receipt”.
  13. The next screen will show a box for you to enter the customer’s loyalty phone number. Please ask them and be sure to emphasize LOYALTY PHONE NUMBER. Some customers use a different phone number for their loyalty than their normal phone number.
  14. Once you enter the phone number, you will see the current number of stars available.
  15. Press “New Sale” on the top right of the application.

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D. Editing a sale.

  1. If you make a mistake entering the amount of a sale then tap the “Current Sale” button at the top (see section A number 2 above).
  2. You can remove all items by tapping the downward facing arrow on the top right hand side (on the same line with the “X” used to exit this screen and the total amount of the sale) and choose “Clear Items”. This will clear items from the sale.
  3. You can edit a single item by tapping it. Under “Note and Quantity” you will see the quantity of that item. If you need to add or delete press the “+” or “-” button. When you are finished editing, tap the blue “Save” button.
  4. If you are not back on the “Checkout” screen, tap the “X” next to the Total on the top left of the screen.
  5. Continue the sale using the appropriate instructions either section B for processing a credit sale or section C for processing a cash sale.

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E. Redeeming loyalty rewards.

  1. Ring up a sale as normal. For credit sales, follow the instructions outlined in section B numbers 1 thru 3 above. For cash sales, follow the instructions outlined in section C numbers 1 and 2 above.
  2. Make sure you are looking at the “Checkout” screen and the “Library” (see section A number 4 above).
  3. Tap the “Rewards” item.
  4. If the customer has the code from an email or text, please tap “Use Code” on the top right of the screen and enter the code.
  5. If the customer is using their loyalty phone number, tap the search area just below the “X” and where it says “Redeem Rewards”.
  6. Type in their loyalty phone number. You will see the customer in the search area. Tap it.
  7. Under “Rewards” if they have a reward available for redemption, the line that says, “$5 dollars off your next ride! 10” will be lit up. If it is lit up tap it. If it is NOT lit up, they do NOT have a reward available for redemption.
  8. Finish processing the sale. For credit sales, follow the instructions outlined in section B numbers 4 thru 12 above. For cash sales, follow the instructions outlined in section C numbers 3 thru 15 above.

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F. Applying discount for “Blue Light Special” credit sales.

  1. Make sure you are seeing the item keypad (see section A number 4 above). You will NOT be using the library for these transactions. Stars are NOT accumulated during a “Blue Light Special”.
  2. Using the numeric keypad, please enter the total amount of the sale.
  3. Switch to viewing Library items (see section A number 4 above).
  4. Click the drop down next to “All Items” and choose “Discounts” (see section A number 5 above).
  5. Apply the discount appropriate to the current “Blue Light Special”.
  6. Tap the “Current Sale” button at the top (see section A number 2 above) and verify the amount of the sale. You should see the custom amount (since you used the keypad), the discount, and the tax (fee for using the credit card).
  7. Tap the “X” next to the Total on the top left of the screen.
  8. Swipe the card.
  9. If the signature screen pops up, have the customer sign (it will NOT ask for a signature if the total of the sale is less than $25 dollars).
  10. The tip screen will show up with 3 tip amounts (20%, 25%, or 30% of the sale), a “Custom Amount” button, and a “No Tip” button. Please let the customer decide. If you include a tip that the customer has NOT authorized, you are guilty of theft.
  11. The next screen will allow a receipt to be texted or emailed to the customer. Always ask them if they want to be texted or emailed a receipt and act accordingly.
  12. If the customer does not want a receipt you MUST press “No Receipt”.
  13. That is the end of the sale. There should not be a screen for Loyalty stars since they are not applied using the keypad.

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G. Applying discount for “Blue Light Special” cash sales.

  1. Make sure you are seeing the item keypad (see section A number 4 above). You will NOT be using the library for these transactions. Stars are NOT accumulated during a “Blue Light Special”.
  2. Using the numeric keypad, please enter the total amount of the sale.
  3. Switch to viewing Library items (see section A number 4 above).
  4. Click the drop down next to “All Items” and choose “Discounts” (see section A number 5 above).
  5. Apply the discount appropriate to the current “Blue Light Special”.
  6. Tap the “Current Sale” button at the top (see section A number 2 above) and verify the amount of the sale. You should see the custom amount (since you used the keypad), the discount, and the tax (which must be deleted since this is a cash sale).
  7. Tap the line that says “Tax”.
  8. Tap the red “X” next to 4%.
  9. Tap the blue “Save” button at the top.
  10. Tap the “X” next to the Total on the top left of the screen.
  11. Tap the blue “Charge $(amount)” button.
  12. Tap the “Cash” or “Check” button.
  13. Enter the amount tendered with the keypad and press the blue “Charge” button.
  14. The next screen will allow a receipt to be texted or emailed to the customer. Always ask them if they want to be texted or emailed a receipt and act accordingly.
  15. If the customer does NOT want a receipt you MUST press “No Receipt”.
  16. That is the end of the sale. There should not be a screen for Loyalty stars since they are not applied using the keypad.

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Taximeter Application Setup

Configuration

  1. Tap the menu button on the top left
  2. Choose Calculation settings
  3. Tap Tariffs
  4. From the Tariffs screen press the “+”
  5. Choose by distance for Normal, R/T, and Voucher
  6. Choose by time for Charter
  7. Type the name for the tariff
  8. Tap the icon to the left of the name and tap “Acronym” next to the ok button. Then type in the first three letters of the tariff’s name (or R/T for Round Trip). Believe me this is MUCH easier than trying to use the stupid pictures they include. Then press “OK”
  9. Tap “Save” at the bottom
  10. MOST IMPORTANT INSTRUCTION: After you have created a tariff please tap it and verify EVERY setting is the same as the settings below. For example, the Initial method will always be “OR” and you need to change it to “AND”

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Calculation Settings – Tariffs

A. Normal

  1. Initial Charge: 6
  2. Initial Method: AND
  3. Includes m: 2 – Includes min.: ∞
  4. The minimum cost: BLANK
  5. Price for m: 1.5
  6. Price for minute: 0
  7. Count Method: AND
  8. Minimal speed, m/h: ∞
  9. Price for idle minute: .75
  10. Free idle, min.: 10

B. Taxi (This is the one you should be using)

  1. Initial Charge: 6
  2. Initial Method: AND
  3. Includes m: 2 – Includes min.: 1
  4. The minimum cost: BLANK
  5. Price for m: 1.50
  6. Price for minute: 0.35
  7. Count Method: AND
  8. Minimal speed, m/h: 12
  9. Price for idle minute: .75
  10. Free idle, min.: 10

C. Medical

  1. Initial Charge: 6
  2. Initial Method: AND
  3. Includes m: 3 – Includes min.: 1
  4. The minimum cost: BLANK
  5. Price for m: 2.25
  6. Price for minute: 0.35
  7. Count Method: AND
  8. Minimal speed, m/h: 12
  9. Price for idle minute: .75
  10. Free idle, min.: 0 *NOTE* There are no included free minutes

D. Charter

  1. Initial Charge: 22.50
  2. Initial Method: AND
  3. Includes m: ∞ – Includes min.: 30
  4. The minimum cost: BLANK
  5. Price for m: 0
  6. Price for minute: .75
  7. Count Method: AND
  8. Minimal speed, m/h: ∞
  9. Price for idle minute: 0
  10. Free idle, min.: 0

E. Gas (Talk to Tim about this one)

  1. Initial Charge: 0
  2. Initial Method: AND
  3. Includes m: 0 – Includes min.: 0
  4. The minimum cost: BLANK
  5. Price for m: 0.30
  6. Price for minute: 0.15
  7. Count Method: AND
  8. Minimal speed, m/h: ∞
  9. Price for idle minute: 0
  10. Free idle, min.: 0

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Calculation Settings – Services

  1. Stop – set at 1
  2. Extended – set at 2
  3. Toll $1
  4. Toll $0.50
  5. Toll $0.25
  6. Please make sure you name it and follow the instructions from number 8 (above) to set the first three letters to show and not a stupid icon.
  7. Currency – $
  8. Auto Idle – OFF
  9. Round distance – Not set
  10. Round money – $0.25
  11. Measure unit – Mile
  12. Allow edit sum – ON

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Application Settings

  1. Font Size – can be personalized but I left it alone
  2. Day theme – can be personalized but I left it alone
  3. Night theme – can be personalized but I left it alone
  4. Language – if you leave it at “Default” it will be ok because your phone is in English
  5. Pronunciation of the bill amount – leave OFF
  6. Show widget – turn ON
  7. Navigator – set to Maps
  8. Password – leave OFF

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Taximeter Application Usage

When you first turn it on you will see three buttons: Go, Start shift, and Exit. The app can track your daily and monthly sales but only if you tap Start shift. Please remember at the end you will have to tap Stop shift. You will then be able to go in to the Statistic section of the menu and see your totals.

When you pick up a fare tap Go. Then it will ask you which tariff. All the tariffs are self-explanatory. The next few things I am going to tell you about applies to all tariffs EXCEPT Charter. When you tap a tariff, it will open, and the initial amount will correspond to the correct amount for the chosen tariff. For example, on Normal it shows $6 dollars. It will stay at $6 dollars until you go farther than 2 miles. Then you will see the amount change.

You will notice under the amount a round icon with the first three letters of each tariff you set up and below that the square icon of the services you set up. If you tap STO then it adds $1 dollar for a stop. If you tap EXT it adds $2 dollars for the extended pickup. Don’t worry if you tap it too many times, I will tell you later how to take one or all of them off.

There are three big buttons on the bottom of the screen. Idle, Pause, and Finish. The Idle button starts the wait timer. It will tick for what the tariff is set for and after that time has expired you will see the dollar amount growing. So, tap it when the customer gets out and tap it again to stop it when the customer gets back in. The pause button will pause the whole app. It will stop all time calculations and distance calculations. I have only used this button one time when I passed the turn and I had to turn around. I didn’t want the customer paying for the mileage of me turning around because I made that mistake. Finally, the Finish button is for the end of the fare.

When you tap the Finish button it asks you to confirm you want to finish the ride. Tap yes. You WILL be charging the customer the exact amount that it shows you since it will round in accordance with our current rounding policy. That policy will NOT be listed here as it is subject to change at any time. You can find the current rounding policy here.

You tap the little pencil on the top right and you can manually edit the amount to show exactly what you charged the customer and tap OK.

Then tap OK at the bottom and you are back to what the app calls the “Work screen”

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Troubleshooting

I told you earlier if you tap the wrong service or tap the wrong amount of services you can edit it. Here is now. When you are running the app, you will notice in between the amount and the round icons which corresponds to the tariffs, it says Manage. If you touch there and slide to the left, you will go to the next section: Cost. This shows the exact amount and how it was figured. If you slide to the left again, you will see the Tariff screen showing the configuration for the tariff in use. One more slide to the left and you are at Services. Here you will see which service you have added and how many. There will be a big “X” on the right next to each service where you can take one or more off.

VERY IMPORTANT: When you are on the Tariff section there is a button to change tariff. I have NOT EVER BEEN SUCCESSFUL about figuring out how to properly do that, so LEAVE IT ALONE!

Sliding three times to the right will put you back on the main screen with the Finish button.

If you choose the wrong tariff, or for some reason you need to close the run and start over, you can delete the run from your totals, so it doesn’t throw you off. Press the Finish button and make sure you are not currently on a tariff, tap the menu button and tap Statistic. You will see your monthly totals first. If you tap the current month, you will see the daily totals. Tap that day’s date and you will see your daily totals. It will show the times you started and ended the call. You can long press a line and view the information from that call. If it is a call you wish to remove you can do so by tapping Remove.

That is pretty much it. If you have any questions, please do NOT hesitate to ask me.

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Zello

  • Zello is the communications application that we use to communicate between dispatch and the drivers.
  • Zello is to be used as the main method of communication.
  • Please do NOT call the office unless you have an emergency and / or a sensitive situation that should be kept private.