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After login, end users are presented with the main dashboard. The dashboard widgets will show stats regarding customers, trips scheduled, vehicles with open maint items, etc. More will be added at a later date. Clicking on a dashboard widget will bring ...

Drivers can be managed from the drivers module. When first entering the drivers module, you can start typing someone's name to auto-filter to that person in the list. Double-clicking on a list item will open the view/edit window as shown below. (you ...

For each driver, you can specify the user group assigned to them as one of the following options: These options correspond to the following restrictions: Super Admin Admin Office Dispatch ReadOnly Driver ...

Many areas of BusMATE support the sending of email or SMS messages for various purposes. Email Sending BusMATE supports using Microsoft Outlook desktop app, direct SMTP for sending emails, or via our cloud service. Utilizing our cloud service for sending e...

Offices is where you can define each of your organization's dispatch offices. This is used for assigning users to a given office, defining where a given trip will be dispatched from, and for the filtering of relevant trips for a given office. Note that the of...

Allows for the configuration of colors available in the drop-down options for vehicles.

Allows for the configuration of vehicle types available in drop-downs elsewhere in the application.

Allows for the configuration of trip types used elsewhere when managing and filtering trips.

Allows the configuration of the available statuses for use in vehicle maintenance tasks.

Allows for the configuration of activity types for use elsewhere in the application for entering, reporting, and filtering of activities. Activities are used to log interactions with the customer regarding a potential lead, sale, etc.

Report an issue will bring you to an online form where you can report any bugs you may experience.

Choosing "Check For Update" will bring up the automatic updater to check for any updates to the app. If there are any applicable updates, you will be prompted to download and install the updates. Note that the app will silently check for updates ...

Main customer list allows for searching on customer name. Customer name from the list is a combination of the name of the customer combined with the primary contact of the customer. Toggling "Active Only" button in the toolbar will show or hide "inactive" c...

This information can be copied from one set to the other. On the customer overview window, you have the ability to complete basic info about a customer, as well as access lists of trips, contacts, locations, and activities that are specific to the customer you...

Customer detail window with the Contacts tab shows all contacts for the current customer.Contacts can be flagged as the "default requester", "main contact", and/or "billing contact".  If you select a contact and select "Send Email" button, it will automatic...

On the customer window's Activities tab, you can see and add activities linked to the customer record. "Entered By" and "Entered At" fields are automatically entered at the time a new activity is created based on the current system time and who is currently lo...

The customer detail window on the Record Defaults tab has any defaults that can be set for pre-filling new records elsewhere in the system for this customer. Starting Location When entering a new trip from the customer record, this location is automati...

Vehicles can you managed from the Vehicles component. Opening a vehicle privdes additional details including past and future scheduled trips, as well as maintenance activities logged against it. Available from this Vehicle Details window are tabs f...

On the locations screen, you are able to manage the locations that are stored in the system. The main location list can be searched readily by name and location, as well as toggled to show only the "Active" locations. Opening a location from the list allo...

The Activities component allows for viewing, creating, and editing of activities attached to all customers at once. Normal mode for interacting with this functionality is via the customer record itself. The date/time and current logged in user are rec...