• Operator’s workstation
• Users
  • Groups
  • Rates
  • Users
• Dictionaries
  • Car vendors
  • Colors
  • Client tags
  • Cancell Reasons
  • Addresses
    • Localities
    • Street / Object types
    • Streets / Objects
    • Addresses
    • Detours
  • Messages templates
    • Messages
    • Dialogs
  • API Keys
  • Payment terminals
  • Payment systems
  • Newsletters
• Telephony
  • Audio files
  • SIP trunks
  • Routing of outcoming calls
• Administration
  • Settings
    • General
    • Telephony
    • Drivers app
    • Client Application (Widget)
  • Parkings
  • Drivers
    • Drivers
    • Groups
    • Driver extras
    • Driver rates
    • Penalty & Rewards
    • Driver blocking reasons
    • Store
  • Cars
    • Cars
    • Car types
    • Car extras
  • Clients base
    • Contractors
    • Clients
  • Customer acquisition
    • Discount program
    • Referral program
    • Loyalty program
    • Bonus program
    • Promo codes
  • Tariffs
    • Zones
    • Tariffs
    • Markups
  • Orders Processing
    • Payment types
    • Auto dispatch
    • Order types
    • Notifications templates
    • Illegitimate orders
    • Evaluation from clients
  • SMS
    • Gateways
    • Routing
  • Client mobile apps
  • Integrations
    • Webhooks
    • Registrtion driver
• Cash
  • Drivers
  • Users
  • Contractors
• Reports
  • Create report
• Eventlog
• Support

Documentation for DLS-Soft Taxi Software

This document contains information relevant at the time of its creation. The manufacturer does not guarantee the absence of errors in this document. The manufacturer reserves the right to make changes to the document without prior notice. No part of this document may be reproduced or transmitted in any form or by any means without written notification from the manufacturer. The manufacturer does not guarantee that the software specified in this document is error-free, will operate under arbitrarily chosen conditions, and will meet all requirements that may be imposed on it. The manufacturer does not guarantee the functionality of illegally obtained software. Illegal use of software and its documentation is subject to legal action.

Operator’s workstation

1. “Logo – provides quick return to the main settings menu of the program when clicked.”
2. “Driver Button – allows access to specific driver data through a search by call sign or vehicle number. It also provides access to a range of actions with the selected driver (viewing driver information, opening/closing shifts, setting/removing restrictions).”

3. “New Order Button – allows manually opening a blank card for a new order.”
4. “User’s Shift Status Information Block – displays the user’s name, as well as the number of orders created/fulfilled/canceled during the current shift.”
5. “Server Time and Software Core Connection Indicator – the indicator for a normal program operation should be displayed in green, showing the connection to the program’s core.”
6. “Help Button – when pressed, displays information about ‘hot’ keys and their combinations available on the workstation.”

7. “Exit Button – allows the user to leave the operator’s workstation, log out of the LigaTaxi account with or without closing the current operator shift.”
8. “Softphone – a functional block designed for handling calls through connected LigaTaxi SIP telephony. The block includes the ability to receive incoming calls and make outgoing calls to service clients, drivers, and other users (either by manually entering the phone number or using the phone book). It features the following functions:”
9. “Phone Book – allows making outgoing calls to a selected driver, user, or client from the chosen list.”

“Recent Calls – a dropdown list that enables the dispatcher to quickly dial a client from whom a missed call was received.

“Do Not Disturb” Checkbox – allows temporarily restricting the reception of incoming calls to a specific operator workstation.

“Telephony Server Connection Indicator – for normal telephony functionality, the indicator should be displayed in green.”

10. Parking Block – displays a list of parking locations configured in the program, along with the current location of drivers at each. Using left-click and drag, the user can assign a driver to a specific parking spot and change their location within it. Right-clicking on a call sign opens a context menu with actions such as removing from the parking spot, communicating with drivers, opening/closing shifts/breaks, displaying the driver on the map, and obtaining information about them.
11. On Duty Block – displays the current number of active drivers. Supports search and filtering of drivers based on their current shift status, with a context menu similar to the ‘Parking’ block for interacting with specific call signs.
12. System Notifications and ‘User – Driver’ Chat Block – used to display system information (driver shifts opening/closing, changes in order status, etc.) and messages from drivers. Additionally, allows sending notifications to the driver’s application.
13. Orders Table – a functional block that displays current active service orders (across all virtual companies or specific ones) and allows operations like editing, distribution, and changing order statuses. The table is customizable, and specific columns can be toggled on or off using the menu in the top right corner of the screen.

The order of columns can also be changed by dragging with the left mouse button. In this case, the changes are saved after refreshing the page. The dispatcher can also change the status of the selected order, toggle the display of orders for only the selected virtual company, and perform other actions. This block serves as the main workspace for receiving and processing orders.

Users

In the ‘Users‘ section, the registration of new users is performed, and their subsequent viewing and editing is facilitated. Access rights for each category are specified in groups, enabling the restriction of information viewing and editing capabilities for employees according to their respective roles. In the ‘Working Conditions‘ section, rules for salary calculation can be established for each user group.

To create or edit a user, navigate to the ‘Users’ section and select ‘Users.’ This will open a window with existing users (initially, the administrator). To view or edit user data, hover the mouse cursor over the username (highlighted in blue) and click on it. A window will appear, providing all the information about the specific employee.

Upon the first launch of the program, it is necessary to change the default password (123456) to a personalized one. In the top right corner, click on [icon]. Two empty fields will appear:

1. New Password
2. Confirm New Password.

In field 1, enter the new password (you can use numbers, Latin, and Cyrillic characters); in field 2, re-enter the same password for confirmation, and then click ‘Save‘.

Groups

“Initially, the program is configured with two user groups:

1. Administrators – possess all access rights and can create, view, and edit all sections of the service.
2. Operators – upon login, have access only to the Workstation and Event Log.

You can also create a custom user group by going to the ‘Users’ section – ‘Groups.’ In the top right corner, click [icon]. A window for creating a new group will appear, consisting of three fields.

1. Name – specify the name of the group.
2. Rights – add the access rights allowed specifically for this group. To add rights, hover the cursor over the field and click the left mouse button. A list of rights will appear, from which you can select the required ones.2.1. Administration – access to the ‘Administration’ section (dispatch center settings). If there are virtual companies, the section will be duplicated for each company and renamed to the virtual company’s name. 2.2. Billing – information on service subscription fees. 2.3. Cash Desk – Counterparties – view and manage financial transactions of the counterparty. 2.4. Directories – standardized information about the organization, news bulletins for the driver’s application. 2.5. Cash Desk – Drivers – view and manage driver’s financial transactions. 2.6. Workstation – Edit Map Addresses – permission to correct the address for more accurate determination. 2.7. Workstation – Edit Route – permission to adjust the vehicle route for more accurate order price calculation. 2.8. Event Log – information about all actions on the workstation and driver’s application. 2.9. Reports – access to information about the service’s operation. 2.10. Telephony – telephony settings. 2.11. Cash Desk – Users – payment allocation to users. 2.12. Users – access to personal information of company employees. 2.13. Workstation – access to the operator’s workstation.
3. IP Address – enter a list of IP addresses from which users of a specific group can log into the program. If the field is left empty, login is possible from any location.

After filling in all the fields, click ‘Save.’

Rates

Working conditions allow for the efficient reduction of administrative work. The service automatically credits payment to each user group at the specified time, according to the created rules. Each working condition has several types of charges, and an unlimited number of rules can be created for each type.

To create a new working condition, go to the ‘Users’ section – ‘Working Conditions’ – ‘Add.’ In the appeared field, specify the name of the new condition. If done correctly, a new window with rule selection will open.

1. For Order – Payment is credited to the user’s account immediately after the order is completed.
   • Order Status – the status of the order that will be paid to the user: created (even if later canceled, payment is credited to the user) or completed (only completed orders are paid).
   • Order Price From/To – the range of calculated trip costs, and payment will only be credited if the order price is within this range.
   • Amount/Percentage – fixed payment or a percentage of the order price.
   • Order Types – specify the order types for which payment will be credited.
2. For Shift – Payment is credited only after the user closes their shift.
   • Condition – determines the charging rule. If the user is on a salary, leave this field unchanged; if not, specify the fixed amount of the daily payment.
   • Order Price From/To, Amount/Percentage, Order Types – similar to the ‘For Order’ type.
3. Monthly Payments – Payment is credited once a month on the specified day and time.
   • Day and Time – the day and time specified in the rule.
4. Weekly Payments – Payments can be made weekly, on the first week of the month, or on the last week.
   • Day and Time – the day and time specified in the rule.

After filling in all the fields, click ‘Save.’ This condition will only apply to the user for whom the order was completed.

Above the ‘Save’ button is a checkbox. If checked, the condition is active for users. If the rule needs to be temporarily disabled, uncheck the checkbox. If the condition is no longer relevant, it can be deleted by clicking the ‘Delete’ button.

For Shift: The condition is applied to the user for whom the order was completed.

Number of Orders: The rule considers only the volume of orders completed by the user during the shift. For a fixed payment, the condition allows regulating the user’s work and not crediting wages if the number of accepted orders is below the set limit. The condition checks the total number of orders. This condition can make charges as a salary (Fixed Amount field) or charges for each completed order (Amount per Order, Percentage per Order fields).

• From/To – the minimum and maximum number of orders from which to start charging.
• Amount per Order – payment for one order.
• Percentage per Order – a percentage of the price of one order.
• Fixed Amount – constant daily payment.

All Orders Price and Number of Orders: Payment is credited for orders accepted during the shift by all users. Mainly used for the management staff of the organization.

Users

After configuring user groups and their working conditions, it is necessary to add employees to the organization’s database. To create a new user, go to the ‘Users’ section -> ‘Users’ and click ‘Add.’ A registration form will open.

1. Username – used as a login to access the program. It can consist of numbers, Russian, and Latin letters, but no spaces. This field is mandatory.
2. Full Name – the employee’s full name, displayed on the operator’s workstation and in reports.
3. Email Address – the user’s email address (optional).
4. Phone Number – the user’s phone number. Fill in the international format without the plus sign.
5. Home Address – the user’s residential address (optional).
6. Date of Birth – the user’s date of birth.
7. Working Condition – select the created condition suitable for the user. This field is mandatory.
8. Companies – if there is more than one virtual company, specify which one the user will have access to. This field is mandatory.
9. Groups – determine the user’s access rights. This field is mandatory.
10. Comment – enter additional information if needed.
11. Avatar
12. Active Checkbox – when active, the user can log in, and they will be paid according to the working conditions.

After filling in all the fields, click ‘Save.’ If done correctly, you will return to the list of users.

The newly created user needs to change the password. The service is case-sensitive, so enter the password exactly as it was created when logging in.

SIP Account: Each user is automatically assigned an internal phone number. To view the assigned number, go to ‘Users’ -> ‘Users’ -> User’s Name -> SIP Account.

1. Internal Phone Number – the number assigned to the user automatically.
2. Password for SIP Account – generated automatically. If the maximum number of lines is chosen, the password may need an increase in the number of characters. Add a digit or letter at the end if necessary. The password does not need to be memorized; it is used for telephony server operations.
3. Number of Lines – the number of simultaneous incoming calls the operator can handle. Outgoing calls are not restricted. If more than one is allowed, the operator can switch between customer calls, put them on hold, or call back on other numbers.

Directories

The ‘Directories’ menu is a specific section of the service designed to store standardized information used by various modules of the program. Therefore, precise and complete filling of the items in this section is crucial for the successful operation of the service.

Car vendors

Car Brands – In this section, car brands and models, along with their assigned audio files, are stored. To add a new brand, go to the ‘Directories’ section -> ‘Car Brands’ -> ‘Add.’ Enter the new name in the form and attach an audio file to it. If the desired audio sequence is not available in the system, it needs to be recorded and uploaded to the service in MP3 format. To add a car model, go to the ‘Directories’ section -> ‘Car Brands’ -> ‘Car Brand’ -> ‘Model’ -> ‘Add.’ Enter the model name in the form and attach the corresponding audio file.

Colors

In this section, information about car colors and their associated audio files is provided. The service has tried to include all possible car color variations, but if necessary, a new color can be added. To do this, go to the ‘Directories’ section -> ‘Colors’ -> ‘Add.’ A form for adding a new color will appear.

• Name: the name of the color, which will be used in SMS notifications.
• Color: select the desired shade from the color wheel.
• Audio File: used in auto-call. For a new color, record an audio file with the color name and upload it to the service in MP3 format. If no audio file is added, the auto-call will skip this word.

Client Tags

In this section, you can create customer groups, and after assigning each customer to a group, you can see the number of customers in that group. Then, in the “Administration” section under “Customer Database – Customers,” you can assign a group to each customer. You can view customers in a specific group in the “Customers” report by selecting the “Customer tags” filter. These tags can be used for distribution purposes, such as exporting specific customers and sending them a special newsletter.

Cancell Reasons

The section is created to help identify the reasons for a customer’s refusal of your organization’s services and promptly resolve the arising issue. You can create an unlimited number of cancellation reasons and arrange them using arrows in the desired order, based on their importance and frequency of use. To create a new reason, go to the “Directories” section, select “Cancellation Reasons,” and click on “Add.” Enter the reason for cancellation in the “Name” field. In the checkboxes below, choose those who will be able to use this cancellation reason and where it will be displayed: on the operator’s workplace, in the driver’s or customer’s application.

Addresses

Addresses – a set of modules for auto-address substitution, allowing for a more accurate and precise address determination. This section provides the ability to edit the map for configuring a more refined route and creating point objects.

Localities

Settlements – used for nearby towns or villages where there are addresses or objects similar to your city. This feature significantly speeds up the operator’s work and reduces the possibility of errors when processing an order since the street will be searched in the settlement chosen by the operator. To configure, go to the “Directories” section – “Addresses” – “Settlements” – “Add.”

Short Name – enter the name of the settlement. This name will be displayed in the New Order card for the operator.

Name – the official name of the settlement.

Region – the region in which the settlement is located. You must specify the full name, for example, Poltava Oblast.

IMPORTANT! When adding a settlement, it is necessary to correctly position it on the map. To do this, use the cursor to drag the map so that the desired settlement is in its center. After that, adjust the map scale so that the settlement fits completely into its window and is in the maximum possible scale. In other words, the settlement should occupy as much space on the map as possible while still fitting entirely into its window.

Street / Object types

In this section, you can add and edit street categories according to the specific features of the city, such as square, embankment, avenue, microdistrict, block, etc. Street types are used in address search, and filling them in correctly will simplify and speed up the operator’s work.

To create a new type, click the “Add” button in the top right corner. The form will open with two fields:

1. Name – the full name of the street type.
2. Short name – the abbreviated name. This name will be displayed on the operator’s workstation and in the driver’s application.

Streets / Objects

In the service, entering streets into the database is not required. All names are automatically selected directly from the map using the intelligent autocomplete system. Therefore, it is recommended to enter only objects with double names and streets with the same name but different locations into the directory.

Adding an old name To edit a street, go to Directories – Addresses – Streets. In the Search field, enter the new name. If the street is not in the database, click Add.

Name – the name of the street, as it is labeled on the map used in the service. Short name – the new name, in round brackets, specify the old one. If the old name uses numbers, use curly brackets. Type – choose the required street type from the list. Settlement – specify to which settlement this street belongs.

Addresses

This section is used to create addresses when the customer does not provide the street and house number, using a general name, such as the name of a cafe, daycare centers, schools, etc. It is also possible to add a house number that may not be on the map. To create an address, go to Dictionaries – Addresses – Point Addresses – Add.

Address – the address will be saved in the specified town/village. This field is pre-filled with the default town/village used in the company settings. Clicking on the field will show a list of all towns/villages created in the program. The address will only be available when selecting the indicated town/village.

Name – the name of the address. It will be used at the operator’s workstation and displayed in the driver’s application.

Street – the street where the object is located. If the street is not labeled on the map, filling in the field is optional; it is sufficient to move the marker to the desired location on the map or double-click on the map.

House – the house number where the created object is located. If the house number is not on the map, filling in the field is optional; it is sufficient to move the marker to the desired location on the map or double-click on the map.

Marker – the coordinate point of the point object. If the marker does not appear on the map when creating the address, double-clicking on the desired location on the map should resolve the issue.

IMPORTANT:

• If there are multiple addresses with the same name in the city, such as a network of shopping centers or stores, it is advisable to fill in the Street field. This will help the operator specify the correct address in the order card, and drivers will quickly identify where exactly the object is located.
• To add a house number that is not drawn on the map or not numbered, only fill in the Street and House fields without specifying the name.
• The operator can create an address through the workstation when creating a new order. To do this, simply move the address marker to the desired location and click Save.

Detours

Using the addition of detours, the service gains the ability to influence route planning on the map when forming an order. The functionality allows specifying the area to exclude when forming routes and the path to take for the detour.

To create a new detour, go to this section and click on the “Add” button. After that, fill in the fields:

• Name – arbitrary name for this detour. It can characterize its conditions, time of operation, etc.
• Effective from – the time of day at which the detour will be activated.
• Effective until – the time of day at which the detour will be deactivated.
• Days – specify the days of the week when this detour should be active.
• “Enabled” checkbox – manually activate or deactivate this detour.

After filling in the settings, specify the detour area on the map and the detour route. The detour route must include at least one point. For high precision in route formation, you can specify more points.

Messages templates

Message templates significantly simplify communication between the driver and the operator. For the driver to send the necessary information, only one or two clicks on the screen are enough, which is of great importance on the road where maximum concentration is required. The operator can send a message or ask a question with just one click of the mouse, even during rush hours.

Templates are divided into two types: Messages and Dialogs.

Messages

In the message, you can specify frequently used information, standard notifications. To create a new template, go to the section “Directories” – “Message templates” – “Messages” – “Add”. In the new field, enter the message text and mark in the checkbox who can use it.

Dialogs

Only the operator can ask the driver a question. To create one, go to the “Directories” section – “Message templates” – “Messages” – “Add”. Enter the desired question in the text field and in the answers field – provide response options. To add a new line, click “Add more.”

API Keys

This section provides the capability to add API keys that can later be used to integrate third-party enhancements into the existing functionality of the LigaTaxi program.

To add an API key, click on the “Add” button. In the opened window, fill in the following configuration fields:

• Name – an arbitrary name that will be used for the identification of this API key.
• Companies – specify the list of virtual companies within the service that can be accessed through this API key.
• Permissions – specify the list of permissions that will be utilized through this API key. It’s important to specify only the permissions necessary for the functioning of the third-party integration.
• Enabled checkbox – allows you to activate/deactivate this key.

After filling in the configuration fields, click on the “Save” button. Subsequently, the value of the created API key will be displayed in the general list of created keys.

Payment terminals

The integration of payment terminals allows drivers to replenish their balance in the program without the involvement of authorized service personnel. The driver deposits funds into the payment terminal, and these funds are credited to the taxi service’s balance and reflected in the driver’s program. The service may apply a commission for this replenishment.

In this section, the setup for integrating with selected payment terminals is performed. These settings are typically configured by the technical support staff of the LigaTaxi company.

To add a payment terminal, click on the “Add” button. Then fill in the following configuration fields:

• Name – an arbitrary name for the integration, used for identification within the program.
• Payment System – specify the chosen payment terminal from the dropdown list.
• Taxi Service Commission (Amount) – indicate the desired amount of commission for drivers using this integration.
• Taxi Service Commission (%) – specify the desired percentage of the replenishment amount that will be deducted from the driver as a commission for using the integration.
• Driver Groups – specify the groups of drivers who can use this integration.
• Server IP Address – enter the IP addresses of servers from which requests will be processed. Requests from other sources will be blocked. Enter an IP address and press Enter. If the list is empty, requests can come from any IP address.
• Enabled checkbox – allows you to activate/deactivate the created integration.

After filling in all the configuration fields, click the “Save” button. Subsequently, open the created integration and provide the data from the “Link for the payment system” field for further configuration on the payment system’s side.

Payment systems

Payment systems are used to facilitate non-cash settlements for taxi services with individual customers. In other words, integrating with a payment system allows taxi service customers to use card payments for transactions with the transportation company.

Details about supported payment systems and the procedure for connecting them can be obtained from the service’s account manager. The integration is typically carried out by the technical support staff of the service.

To add integration with a payment system, click on the “Add” button. In the opened window, fill in the following configuration fields:

• Name – an arbitrary name for this integration, used for identification.
• Username – specify the username under which you are registered with the chosen payment system.
• Password – enter the password provided to you during registration with the payment system.
• Payment System – choose the payment system from the dropdown list.
• Commission – specify the commission amount that will be additionally deducted from the customer when using this integration.
• Enabled checkbox – allows you to activate/deactivate this integration.

After entering all the settings, click the “Save” button.

Newsletters

It is used to distribute information to drivers. To add news, click on the “Add” button. After that, on the opened page, fill in the following configuration fields:

• Title – specify the topic of the message, which will be displayed to drivers as the title.
• Text – the body of the news message.
• Driver Groups – specify the groups among which you want to distribute the information.
• Send from – at the end of the field, click on the calendar icon and select the date and time when the notification will appear in the driver’s application.
• Send until – specify when the distribution will end. If you leave these fields empty, there will be no time limits for the news.
• “Requires reading” checkbox – allows you to view in the report which drivers have read the news.
• Enabled checkbox – if the news is periodically used and you don’t want to create it anew, you can deactivate the checkbox and later reuse the text by specifying a new distribution date. If the news is no longer relevant, it can be deleted.

Telephony

In this section, the integration of software with telephony equipment is performed. Analog or GSM VoIP gateways, as well as numbers from SIP telephony providers, can be used for integration.

Audio files

In this subsection, there is a default package of built-in audio files used for greetings, waiting melodies, and auto-informing customers about the status changes of their orders through callbacks.

In addition to the default package, the service can add its own audio files in the MP3 format and use them in the program. To do this, click on the “Add” button, and on the opened page, fill in the following settings:

• Name – specify the chosen name for the file.
• Group – indicate the category to which the added file will belong. This determines the purposes for which it can be used. The available options are:
  • Greeting – files in this category are set as the main greeting for incoming customer calls. It is played to the customer when they call the taxi service, before the call reaches the operator’s workstation. IMPORTANT!!! It is highly undesirable to upload tracks longer than 3-5 seconds to files in this group – too long greetings will increase the customer’s dialing time to the operator’s workstation.
  • Digits – files in this category are used to voice car numbers. For the correct operation of the functionality, it is necessary to have files in the database to voice units, tens, and hundreds.
  • Car Makes/Models – files in this category are used to voice the makes and models of the service’s cars.
  • Car Types – files in this category are used to voice the types of the service’s cars.
  • Car Colors – files in this category are used to voice the colors of the service’s cars.
  • Waiting Music – files in this category are used to replace dial tones during a customer’s dialing to the service.
• “Upload File” radio button – select this option to upload your own file to the program’s database. Please note that only MP3 format files are supported.
• “Generate” radio button – select this option to generate a file using the built-in editor. To do this:
  • In the “Text” field, enter the text that the robot should say. After adding it, you can click the “Play” button on the right side of the row to listen to the generated voice for that text.
  • In the drop-down menu “Voice,” you can choose one of the two voices for voicing – male or female.

After filling in the settings, click the “Save” button.

SIP trunks

In this section, a connection is established between the client’s external equipment (gateways or SIP numbers) and the DLS-soft software. Integration is configured by the technical support team of the company.

To create a trunk (integration of a number and the program), you need to click on the “Add” button and fill in the following settings:

1. Trunk Name: Arbitrary name for the created integration. For convenience, it is added in the standard format of the gateway slot number (or SIP prefix) + the connected phone number in international format.
2. Phone Number: Specify the gateway line number or SIP phone number. In most cases, it corresponds to the username.
3. Username: Specify the login used by this number for authentication on the telephony server of the program (incoming routing) or the telephony service provider’s server (numbers with outgoing registration/without registration).
4. Password: Specify the password used by this number for authentication on the telephony server of the program or the telephony service provider’s server.
5. Registration Type: Three registration types are supported:
   • Incoming Registration: Used for connecting GSM and analog gateways in the program. External equipment is registered on the DLS-soft telephony server. When choosing this registration type, the “Prefix” field is available, where you need to specify the ordinal number of the connected line.
   • Outgoing Registration: Used when the connected trunk is registered on the telephony service provider’s server. The settings fields “SIP server,” “SIP port,” “From domain,” and “—” for numbers with unconditional registration by login and IP address become available.
   • “—“: Used for numbers with unconditional registration by login and IP address. Trunks with this registration type can only be created by technical support staff. In most cases, these are short numbers provided by the telephony service provider.
6. Enabled Checkbox: Used to activate/deactivate the trunk as needed.

After entering all the settings, click “Save” and “Apply Configuration to the Server.” The identifier of a successful trunk registration will be a string like “Status: UP…” in its settings.

The trunk’s status can be checked by going into it. At the bottom of the page, the status line will be available, which can have the following values:

• Status: Disabled: The trunk is disabled (the “Enabled” checkbox is in the inactive position).
• Status: DOWN, Contact: user_not_registered: Connection not established, no request from the external server to establish a connection, receiving calls is not possible.
• Status: UP, Contact: [any data]: Connection established, receiving calls is possible (incoming registration).
• Status: Unknown, Contact: Unknown: Incorrectly entered data (the LigaTaxi server cannot transmit data in the correct format – the destination address is unknown, it is impossible to create a connection string).
• Status: DOWN, Contact: [any data]: Registration on the service provider’s server failed (outgoing registration).
• Status: UP, Contact: [any data]: All OK (outgoing registration without registration).

Important: For a registration without registration, it is crucial to note that the readiness of the other server to accept a call is not checked in advance.

Routing of outcoming calls

In this subsection, there is a default package of built-in audio files used for greetings, waiting melodies, and auto-informing customers about the status changes of their orders through callbacks.

In addition to the default package, the service can add its own audio files in the MP3 format and use them in the program. To do this, click on the “Add” button, and on the opened page, fill in the following settings:

• Name – specify the chosen name for the file.
• Group – indicate the category to which the added file will belong. This determines the purposes for which it can be used. The available options are:
  • Greeting – files in this category are set as the main greeting for incoming customer calls. It is played to the customer when they call the taxi service, before the call reaches the operator’s workstation. IMPORTANT!!! It is highly undesirable to upload tracks longer than 3-5 seconds to files in this group – too long greetings will increase the customer’s dialing time to the operator’s workstation.
  • Digits – files in this category are used to voice car numbers. For the correct operation of the functionality, it is necessary to have files in the database to voice units, tens, and hundreds.
  • Car Makes/Models – files in this category are used to voice the makes and models of the service’s cars.
  • Car Types – files in this category are used to voice the types of the service’s cars.
  • Car Colors – files in this category are used to voice the colors of the service’s cars.
  • Waiting Music – files in this category are used to replace dial tones during a customer’s dialing to the service.
• “Upload File” radio button – select this option to upload your own file to the program’s database. Please note that only MP3 format files are supported.
• “Generate” radio button – select this option to generate a file using the built-in editor. To do this:
  • In the “Text” field, enter the text that the robot should say. After adding it, you can click the “Play” button on the right side of the row to listen to the generated voice for that text.
  • In the drop-down menu “Voice,” you can choose one of the two voices for voicing – male or female.

After filling in the settings, click the “Save” button.

Administration

This section contains the primary settings for the dispatch service. Here, you can register new drivers, create parking lots, configure tariffs and order types, manage the customer database, and find programs for attracting clients. The settings in this section regulate the processes of the entire service. There are quite a few settings, but filling them out correctly will allow you to configure the service’s operations according to your specific needs.

Settings

In the “Settings” section, you can manage the company’s main configurations. It includes four separate tabs: General, Telephony, Driver Application, and Customer Application (for working with the widget).

General

n this section, you can configure the basic settings of the company and manage them during operation. You can interact with the following settings:

• Name: Enter the name of the company.
• Logo: This field allows you to upload the company’s logo. To upload an image, click the “Choose a file” button and add your logo to the service. Logo size should be 500×500 px or larger. If necessary, the logo can be removed using the “Delete image” checkbox.
• Default locality: The city where the company is located. Selected from the list of localities created and stored in the “Directories” section.
• Map provider: The map that will be displayed on the operator’s workstation. It will be used as a background without affecting address search or route planning.
• Route building service: The map used for route planning.
• Address determination service: The map service used for address search.
• Round the price to: Field allowing you to set the desired rounding precision for the fare.
• Google API key: Google Maps provides a limited number of requests per day. To increase this limit, you need to set up a Google API key.
• Always round the price up: The trip cost will always be rounded up. When unchecked, mathematical rounding will be applied (rounding down for values up to 5, rounding up otherwise).
• Attach customers to the company: A customer’s card is created in the company where their first order was saved. When inactive, the company in which the customer’s last order was saved will open when the customer calls.

Telephony

In this section, you can configure the main settings for working with the trunks added to the program. You can set call handling parameters, specify greeting files, waiting music, incoming call melody, and configure the callback function. The following settings are available:

• Greeting: Specify the audio file that will play when a customer dials the service number, for example, “Welcome to the taxi service. Please wait for the operator’s response.” The call will not be directed to the operator’s workstation until the file is fully played, so it should be very short (no more than 4 seconds). You can upload greetings to the program by clicking the “+” icon in this row or using the “Audio Files” section.
• Waiting Music: Add an audio file that the customer will hear after the greeting and when the customer’s call is on hold. To upload a new MP3 file, click the “+” icon at the end of the field or use the “Audio Files” section.
• Incoming Call Melody: Specify the desired sound track that will be played as a signal for an incoming call at the operator’s workstation. You can upload the file from your computer by clicking the “Browse” button.
• Callback Block: Define the basic settings for the customer callback function (the customer makes a call to the service, the program drops it, and then calls the customer back). The following parameters are configured in this block:
  • Pause before the call (seconds): Specify the desired delay time from the moment the customer calls, after which the callback function will be activated.
  • Maximum retries: Specify the maximum number of repeated calls to the customer by the program.
  • “Answer before dropping the call” checkbox: Determine whether the program will pick up the phone before dropping the customer’s call for a subsequent callback.
• Incoming Call Routing Block: This block is responsible for determining the incoming telephony routes in the program. For each trunk in the program, you need to set a separate incoming routing rule. The block consists of route rows, each of which has the following settings:
  • Trunk Dropdown: Specify the name of the trunk for which this route will be used.
  • Destination Address Dropdown: Specify one of the incoming call processing schemes for this trunk. The following options are available:
    • Operators: If this option is selected, incoming calls through the trunk will go to the operator’s workstation.
    • Callback: If this option is selected, incoming calls through the trunk will be dropped, and the customer callback function will be activated.
    • Forward to number: If this option is selected, incoming calls through the trunk will be forwarded to the number specified in the next field.
  • Order Type Dropdown: Allows you to determine the type of orders that will be created in the program when a call is received on this trunk.
  • Vehicle Type Dropdown: Allows you to determine with which type of vehicle orders will be created when a call is received on this trunk.
  The number of incoming telephony routes is limited only by the number of trunks configured in the program. To add a new route, click the “Add” button below the last configured route. You can delete an unnecessary route using the “Trash Can” button on the right side of its row.

After completing all the routing settings, click the “Save” button and then click the “Apply Configuration to the Server” button.

Drivers app

In this section, you will find all the settings related to the driver application’s functionality. The following parameters can be adjusted:

1. Order Acceptance Time: Specify the time in seconds during which the order will be offered to the driver.
2. Distance to Pickup Address for “On Site” Status: Control of the vehicle’s arrival to the customer. The distance is specified in meters, and if the driver is too far from the address, the application will not allow them to set the “On Site” status. If the value is set to 0, the field will be inactive.
3. Distance to Destination Address for “Completed” Status: Specify how many meters before the destination the driver can set the “Completed” status. If the value is set to 0, the field will be inactive.
4. Minimum Trip Duration: The time after which the driver can set the “Completed” status for the order. Until the specified time elapses, the driver cannot complete the order.
5. Maximum Number of Parking Lots a Driver Can Mark: Specify the number of parking lots where a driver can queue within the same time frame.
6. Minimum Break Duration: Specify the time in minutes that must elapse before a driver can end their break. Until the specified time passes, the driver will be on a break.
7. “Driver Can Take a Break” Checkbox: When activated, the driver will have access to the break function. During the break, the driver will not be offered orders according to distribution, and they cannot see orders on air.
8. “Display Parking Lots” Checkbox: When this checkbox is active, the main tab in the driver’s application will be the “Parking Lots” tab. If the checkbox is not enabled, other tabs will open, and there will be no access to parking lots.
9. “Display Order History” Checkbox: When activated, the driver can view the entire history of orders they have accepted.
10. “Display Rating” Checkbox: The driver can view information about their current rating and its changes.
11. “Display Payments” Checkbox: When this checkbox is active, the driver will have access to information about all deductions and credits related to their orders, as well as payments according to other established conditions.
12. “Driver Can Reserve Orders During Order Execution” Checkbox: When activated, the driver, after setting the “En Route” status to the current order, can accept a new order from the air.
13. “Control of Driver’s Reservation of Orders” Checkbox: When activated, the program may prevent the driver from accepting an order if the estimated time required for the driver to reach a new address exceeds the set delivery time.
14. “Taximeter” Checkbox: Allows adding a taximeter function to the application for independent use by drivers.
15. “Driver Can Mark Parking Lots During Order Execution” Checkbox: Gives the driver the ability to queue at a parking lot while on an order.
16. “Show Driver Location of Other Drivers” Checkbox: Allows displaying in the driver’s application the current location of all call signs on shift.
17. “Market is Available in the Driver’s Application” Checkbox: Allows activating the “Shop” feature in the driver’s application.
18. “Purchase History in the Market is Available in the Driver’s Application” Checkbox: Allows displaying in the application the entire history of shifts purchased by the driver in the driver’s market.
19. “Tabs for Orders” Block: Allows configuring tabs in which orders will be displayed. If necessary, you can add a new one by clicking the “Add More” button. In the “Name” field, enter the name for the created tab. Arrows can be used to specify their location in the application. The top arrow will raise the desired tab by one point if necessary; press the arrow again. If you need to lower the tab, click the bottom arrow. Each tab line has 4 checkboxes to configure tab options:

• “Price Filter” Checkbox: Allows activating order filtration based on the price set by the driver.
• “Radius Filter” Checkbox: Allows activating order filtration based on the distance set by the driver to the pickup address.
• “Destination Zone Filter” Checkbox: Allows activating order filtration based on the destination zone set by the driver.
• “Auto Accept” Checkbox: Allows activating the function of the driver automatically accepting orders that match the selected filters.

20. “Pickup Time” Block: Allows configuring options for the driver to choose the pickup time for the accepted order. There is an option to set a fixed value in minutes within the range of 1-29 minutes, as well as calculate the travel time to the customer along the roads. Each option has its corresponding color indication.

After making all the settings, click the “Save” button. To apply the changes, press the “Apply Configuration” button.

Client Application (Widget)

In this section, you configure the settings for the widget that the company can use to integrate a taxi ordering form into its website. The following settings are available:

• API Gateway Dropdown: Specify the API key used for widget integration.
• Cities: Specify the names of cities where car delivery will be possible when placing an order through the widget.
• Order Type Dropdown: Specify the order type associated with orders placed through the widget.
• Max Concurrent Orders: Set the maximum number of active orders a customer can create through this API.
• Minimum Dispatch Time: Set the minimum time for car delivery, calculated as the current time plus the specified value in minutes.
• Maximum Dispatch Time: Set the maximum limit for car delivery time, calculated similarly to the minimum dispatch time. If set to 0, the limit is disabled.
• Vehicle Types: Specify which vehicle types will be available for selection by customers when placing an order through the widget.
• Vehicle Options: Specify the list of vehicle options available for customer selection through the widget.
• Driver Requirements: Specify the list of driver requirements available for customer selection through the widget.
• Cash Payment Type Dropdown: Specify the payment type used by the driver when the customer chooses to pay in cash.
• Credit Card Payment Type Dropdown: Specify the payment type used by the driver when the customer chooses to pay by credit card.
• Bonus Payment Type Dropdown: Specify the payment type used by the driver when the customer chooses to pay with bonuses.
• Connection with Driver Radio Button: Indicate whether the customer should have the option to see the driver’s phone number who accepted their order.
• Dispatcher Phone Numbers: List of taxi dispatch service phone numbers. Enter numbers in international format without the “+” sign and press [Enter]. Multiple numbers can be added.
• SMS Gateway Dropdown: Select the SMS gateway used for customer order verification. If not specified, the gateway will be selected automatically.
• SMS Activation Text: Specify the SMS message template sent to the customer during authorization. The [code] field will be automatically replaced with a randomly generated activation code.
• Taxi Information Field: Provide brief information about the taxi service, displayed in the widget.

After completing all the settings, click the “Save” button.

Parkings

This section is dedicated to creating and editing parking lots (sectors) in the city.

To create a new parking lot, click on the “Add” button. If done correctly, a triangle with white squares will be displayed on the map. On the right side, a “Name” field will appear where you need to label the parking lot. Next to the name, there is an icon for choosing the color representation of the parking lot on the map. To change the color, click on it, choose the desired shade from the color circle, and confirm your selection. The icon with a floppy disk will save the created changes; clicking on the red cross will cancel the changes without saving.

To create a parking lot, hover the mouse cursor over the square, right-click, and without releasing, drag the square to the desired location. For more detailed adjustments, you can zoom in on the map using either the buttons in the top left corner of the map, where the plus sign is for zooming in, and the minus sign is for zooming out. You can also change the map scale using the mouse wheel scroll. Carefully draw the parking lot, avoiding overlap with other parking lots, as an address located in such a place will not be able to determine the parking lot. The edges of one parking lot should touch another parking lot, leaving no empty spaces for the correct correlation of the address to the parking lot.

Drivers

This section is dedicated to driver registration, subsequent viewing, and editing. Drivers can be categorized based on their status within the company, and priorities can be assigned to them.

The “Rates” section allows you to establish conditions for deducting money for each completed order, both for all drivers and for specific groups.

The “Penalty & Rewards” module enables the creation and automation of necessary rules to encourage drivers to perform better or to impose penalties for infractions.

The “Store” section allows the creation of several collaboration offers for drivers, among which each driver can choose the most suitable option for themselves.

Drivers

In this section, you can find all the information about drivers ever added to the program. Driver data can be edited if necessary, and it is also the place for hiring and firing drivers.

Each driver’s profile is accessible in two modes – view and edit. In the view mode (opened by clicking on the “Eye” icon), the user will have access to summarized information about the driver, their orders, financial transactions, shifts, location at different times, and a log of driver events. Opening it in edit mode (pencil icon) allows changes to the driver’s profile, as well as assigning a rating, firing, or hiring the driver.

To add a new driver to the service, click on the “Add” button. Then fill in the following settings:

• Full Name – specify the full name of the hired driver.
• Dropdown list “Car” – choose the car assigned to this driver from the dropdown list. If the driver’s car is not in the program’s database yet, click the “+” button on the right side of this field. A new window for adding a car will open, which needs to be filled in and saved.
• Dropdown list “Work Condition” – select the work condition for the hired driver.
• Dropdown list “Group” – choose the group to which this driver will belong.
• Call Sign – specify a numerical value that will be the identifier for this driver in the program. The call sign serves as the login in the driver’s application.
• Password – enter a combination of numbers that will be used as the password for logging into the driver’s application.
• Phone Number – specify the driver’s phone number in international format without the “+” sign.
• Home Address – specify the current home address of the driver. This field is not mandatory.
• Email Address – specify the current email address of the driver. This field is not mandatory.
• Date of Birth – specify the driver’s date of birth. This field is not mandatory.
• Driver’s License – enter the driver’s license number. This field is not mandatory.
• Date of Issuance of the Driver’s License – specify the date of issuance of the driver’s license. This field is not mandatory.
• Expiration Date of the Driver’s License – specify the expiration date of the driver’s license. This field is not mandatory.
• Taxi License – enter the taxi license number for this driver. This field is not mandatory.
• Minimum Balance – specify the minimum balance value for this driver. If the current balance drops below the minimum, the driver will not be allowed to work (if the active balance lock rule is in place). Negative values can be entered.
• Driver Requirements – additional types of services that this driver can provide, such as meeting with a sign at the airport, female driver, etc. To add a requirement, click on the field and choose from the list. To create a new requirement, click the “+” button at the end of the field.
• Order Types – orders that the driver can fulfill. If the order type is not specified, the driver will not be assigned to it when the auto-distribution triggers. If this field is empty, the driver will not have restrictions on fulfilling orders of certain types.
• Comment – notes about the driver. Only visible to users in a group with Drivers or Administration rights.
• Photo – a photo of the driver. It will be displayed in the driver’s profile and in the client application. To add a photo, click on the “Choose File” button.
• “Active” Checkbox – when checked, the driver will be allowed to work. When unchecked, the driver cannot log into the driver’s application, and the operator cannot open their shift. This can be used as a temporary measure instead of dismissal.

Referring Driver – in this field, you can specify the driver who referred this new driver to the service. This field allows using a referral program for drivers.

After completing all the settings, click the “Save” button.

Groups

In this section, driver groups are configured. They are used to categorize drivers based on any selected criteria. Grouping drivers allows for flexible order distribution, the creation of specific reward and penalty conditions for different driver groups, and more.

To add a driver group, click on the “Add” button. After that, fill in the following settings:

• Name – specify an arbitrary name for the created driver group, which will be used for identification in the future.
• Dropdown list “Priority” – specify the priority for the created driver group. The priority can be low (does not add any advantages to the group), medium (brings drivers of the group 100 meters closer to the pickup address when using the “Closest First” distribution type), and high (brings drivers of the group 200 meters closer to the pickup address when using the “Closest First” distribution type).

After filling in all the settings, click the “Save” button.

Driver extras

This menu allows you to configure requirements for drivers, such as “Female Driver,” “English Proficiency,” “Dress Code,” etc. In the “Tariffs” section, it is possible to configure additional payment for these services.

To create a new requirement for drivers, click on the “Add” button and fill in the settings field with the desired “Name.” After that, click the “Save” button.

Driver rates

Order Amount – a fixed payment for a single order. Order Percentage – a percentage of the trip cost that needs to be charged/deducted from the driver. Order Types – orders to which this condition will apply. Different rules for deduction can be created for various order types. Weekly Payments – according to this rule, deduction/accrual will occur once in a specific week specified in the condition. To add a rule, click “Add” and fill in the following settings:

• Name – the name of the condition.
• Calculation Week – the selected week for the deduction.
• Calculation Day – the day of the week on which the deduction will occur.
• Time – the time of day when the service should perform the calculation. It is advisable to choose a time when there are no manipulations with program settings.
• Condition – the rule under which the deduction will occur. The following conditions are supported:
  • Number of Orders – completed driver orders for which payment will be deducted/accrued. It can be a fixed payment or a percentage. The “From” field is the minimum number of orders completed per week, and the “To” field is the maximum.
  • Order Price – the rule is based on the trip price, and deduction can only be done in percentage. The “From” field is the minimum fare from which the deduction/accrual starts, and the “To” field is the maximum order price. If the amount or number of orders is less than the “From” field or equal to or greater than the value specified in the “To” field, the applicable rule will not work.
  • Without Condition – the rule will work without additional conditions.
• Order Amount – a fixed payment for a single order.
• Order Percentage – a percentage of the trip cost that needs to be charged/deducted from the driver.
• Order Types – orders to which this condition will apply. Different rules for deduction can be created for various order types. Daily Payments – deduction occurs at a specified time of day. It is possible to specify multiple payments at different times through several conditions. To create a rule, click “Add” and fill in the settings:
• Name – the name of the condition.
• Time – the time of day when the service should perform the calculation. It is advisable to choose a time when there are no manipulations with program settings.
• Condition – the rule under which the deduction will occur. The following conditions are supported:
  • Number of Orders – completed driver orders for which payment will be deducted/accrued. It can be a fixed payment or a percentage. The “From” field is the minimum number of orders completed per week, and the “To” field is the maximum.
  • Order Price – the rule is based on the trip price, and deduction can only be done in percentage. The “From” field is the minimum fare from which the deduction/accrual starts, and the “To” field is the maximum order price. If the amount or number of orders is less than the “From” field or equal to or greater than the value specified in the “To” field, the applicable rule will not work.
  • Without Condition – the rule will work without additional conditions.
• Order Amount – a fixed payment for a single order.
• Order Percentage – a percentage of the trip cost that needs to be charged/deducted from the driver.
• Order Types – orders to which this condition will apply. Different rules for deduction can be created for various order types. Car Types – specify the types of cars for which deductions/accruals will be made in the used order. If the field is left empty, all car types will be considered. “Included” Checkbox – allows you to activate/deactivate this rule. After completing the settings for each rule, click “Save.”

Penalty & Rewards

This section represents a flexible system of rewards and penalties for all aspects of a driver’s work. Here, you can configure a rating system, where higher-rated drivers will see orders before others. It is also possible to deduct or credit money to the driver’s balance, automatically queue the driver at a stand, and manage the driver’s rating to avoid questions about order distribution like “Why him and not me!?”

To add a reward/punishment rule, click on the “Add” button. After that, fill in the following settings:

• Name: Specify an arbitrary name for the rule, which will be its identifier in future work.
• Condition Dropdown: Allows you to choose the condition under which the reward/punishment rule will be triggered. Currently available conditions include:
  • Opened Shift: The rule will trigger when the driver opens a shift. It can be used to encourage opening shifts at specific times or, conversely, to limit working hours.
  • Closed Shift: The rule will trigger when the driver closes a shift.
  • Accepted Long-Distance Order: The rule will trigger when the driver accepts an order where the distance to the customer exceeds the specified value.
  • Accepted Cheap Order: The rule will trigger when the driver completes an order, and if the payment amount is less than the specified value, the action will be applied to the driver.
  • Late for Order (based on pickup time): The rule will trigger when the driver sets the order status to “Arrived” later than the pickup time specified in the order.
  • Late for Order (based on driver-chosen pickup time): The rule will trigger when the driver exceeds the pickup time they selected when accepting the order.
  • Completed Order: The rule will be applied to the driver when the order status is set to “Completed.”
  • Exceeded Plan: The rule triggers when the driver completes the specified number of orders. It works once per shift. If you reopen the shift, the order count is reset.
  • Rejected Order: The rule will be applied to the driver when they press the “Reject” button. It applies only once to a single order, even if the driver rejects the same order multiple times. You can specify the frequency of the penalty rule (every 2nd order, every 3rd order, etc.).
  • Order Canceled: The rule will be applied to the driver if the operator or customer sets the order status to “Canceled.”
  • Frequent SOS Button Press: The rule will be applied to the driver if they press the SOS button more times than the specified value.
  • Exceeded Order Completion Time: The rule will be applied to the driver if the time spent on the order exceeds the permissible value chosen in the rule. The estimated time for a calculated order is determined by the map used for route planning. For non-calculated orders, the value specified in the Order Type settings in the “Average Trip Duration” field is applied.
  • Exceeded Break Time: The rule will be applied to the driver if the duration of their break exceeds the value specified in the “Time, minutes” field.
  • Too Long Disconnected from the Server: The rule will be applied to the driver if they are disconnected from the server for more minutes than specified in the “Time, minutes” field.
  • Too Long On Shift: The rule will be applied to the driver if they stay on shift for more hours than specified in the “Time, hours” field.
  • Prematurely Pressed “En Route” Button: The rule will be applied to the driver if, after setting the order status to “En Route,” they do not move from the pickup location for the distance specified in the “Distance, meters” field within the time specified in the “Time, minutes” field.
  • Exceeded Allowed Number of Breaks per Shift: Allows limiting the number of breaks for drivers per shift. The value is specified in the “Allowed number of breaks” field.
  • Driver Quickly Accepted an Order: The rule will be applied to the driver if the time between the order offer and its acceptance is less than the value specified in the “Maximum time to accept an order (in seconds)” field.
  • Order Status Changed to “En Route” X Minutes Before Car Arrival at Pickup Address: The action will be applied to the driver if they set the order status to “En Route” X minutes before the estimated arrival time.
  • Actual Route Distance to Pickup Address is More Than Recommended by X Percent: The rule will be applied to the driver when setting the order status to “En Route” if the actual route to the customer is more than the calculated value by the percentage specified in the “Length, meters” field.
  • Actual Route Distance with the Customer is More Than Recommended by X Percent: The rule will be applied to the driver when setting the order status to “Completed” if the actual route of the order is more than the calculated value by the percentage specified in the “Length, meters” field.
  • Driver Did Not Start the Order X Minutes Before Pickup Time: The rule will be applied to the driver when setting the order status to “Accepted” if there is less time remaining until the pickup time than specified in the “Time, minutes” field.
  • Driver Did Not Depart for Pickup Address: The rule will be applied to the driver if, within the time specified in the “Time, minutes” field, they cover less distance to the customer than specified in the “Distance” field.
  • Driver Opened Shift More Than X Times in Y Hours: The rule will be applied to the driver if they open the shift more times than specified in the “Number of open sessions” field within the period specified in the “Hours” field.
  • “Applies From” and “Applies To” Blocks: Allow specifying the desired time range for the activation of this reward/punishment rule.
  • “Enabled” Checkbox: Allows activating/deactivating the rule as needed.
  • After completing the rule settings, click the “Save” button. You can create rules with the same condition for different driver groups, times of day, and more if necessary.

Driver blocking reasons

This section allows you to create reasons due to which a driver may not be allowed to work. By default, the program includes a reason for blocking based on the balance. As soon as the driver’s balance drops to the minimum, the program will block them and prevent them from accepting new orders. To enable/disable this reason, you need to go to the settings of the “Balance” rule and check/uncheck the “Use for automatic blocking based on the balance” checkbox.

Store

The Driver’s Market provides an opportunity to purchase working conditions. Many companies take advantage of offering drivers conditions for a specified number of hours, for example, for 3 hours, 6 hours, 8 hours, or even for a whole day at a certain amount. During this period, the driver can take an unlimited number of orders without paying the standard percentage or amount for these orders.

Cars

In this section, registration of new cars is carried out, new types of vehicles are added, automatic replacement is configured for different vehicle types, and additional car options are added and edited.

Cars

In this section, you can find all the vehicles used by drivers. If necessary, you can edit the vehicle details by searching for it using the number, vehicle type, brand, etc.

To add a vehicle to the database, click on the “Add” button. After that, fill in the following settings:

• Board number: Specify the vehicle number, under which it will be stored in the program database. The board number can coincide with the driver’s callsign to which the vehicle is assigned. It may differ from the license plate number.
• Vehicle type dropdown: Specify the type of vehicle to which the added vehicle belongs.
• Vehicle model dropdown: Specify the vehicle model that corresponds to the added car.
• Color dropdown: Specify the color of the vehicle that corresponds to the selected car.
• Year of manufacture: Specify the year of manufacture of the vehicle.
• Vehicle number: Specify the license plate number of the vehicle.
• Vehicle options: Clicking on this field will open a list of options that can be added to this vehicle.
• Comment: If necessary, provide a comment for the vehicle. The comment will only be visible to users with “Administration” rights.
• Photo: You can add a photo of the vehicle. To do this, click on the “Browse” button and select the photo on your computer.

After completing the settings, click the “Save” button.

Car types

In this section, you can configure vehicle types that directly affect order settings and their distribution. The order of arrangement of vehicle types can be changed using the arrows on the left side of the screen.

To add a vehicle type, click on the “Add” button, and then fill in the settings fields:

• Name: Specify an arbitrary name for the created vehicle type.
• Color: Specify a color for the added vehicle type, which will be used for its indication.
• Types that replace this one: Specify the vehicle types that can replace this type when distributing orders.
• Audio file: Choose from the dropdown list the file that will be used for voicing this vehicle type.

To complete the settings, click the “Save” button.

Car extras

In this section, you can configure specific vehicle options such as child seat, clean interior, empty trunk, presence of a roof rack, etc.

In the “Tariffs” section, you can set up additional charges for these services.

To create a new vehicle option, click on the “Add” button and fill in the settings field “Name.” After that, click the “Save” button.

Clients Base

In this section, you will find the taxi service customer database. All customer phone numbers, as well as other personal information, are stored in this section.

Contractors

In this section, data about counterparties—organizations using the taxi service for non-cash payment—is stored. For them, specific order types can be created, which are automatically inserted into the details of a new order. The operator only needs to select the appropriate firm. A specific tariff can be associated with each order type, automatically applied to such trips.

For each firm, the taxi management can set balance limits. If the counterparty has insufficient funds for the trip, the program will notify the operator and restrict the creation of such an order.

Invoicing to counterparties occurs within a few minutes. Taxi management needs to go to Reports – Orders, select the desired Counterparty in the filter, specify the date, and click the Generate Report button. Additionally, with our unique Report Editor, all order information needed for reconciliation can be added to the report.

If partner firms need to upload data to 1C, they can download the report in Excel format and upload it to the 1C program. Furthermore, each counterparty has access to a personal account displaying information about all trips of that organization.

To add a counterparty, click on the “Add” button and fill in the following settings:

• Name: Specify an arbitrary name for this counterparty.
• Full name: Specify the full name of the legal entity or individual counterparty.
• Code phrase: Specify a code phrase to help the operator identify trips made by the counterparty.
• Email address: Specify the counterparty’s valid email address.
• Order types: Specify the order types associated with this counterparty.
• Minimum balance: Specify the minimum balance value. If the current balance falls below the minimum, the counterparty cannot make trips. Negative values are allowed.
• Phone numbers: Enter a list of allowed phone numbers from which orders can be created for this counterparty.
• Address: Specify the counterparty’s address.
• Details: Enter the necessary details of the counterparty.
• Comment: If necessary, leave a comment visible only to users with appropriate permissions.
• Reports: Specify the reports the counterparty can access (read-only). It is advisable to specify only reports configured specifically for this counterparty.

After entering all settings, click the “Save” button.

Clients

In this section, data about private clients are stored, including their names, order count, bonus balance, etc. When necessary, the service can add new clients to this section and edit existing accounts. To find a specific client, you can use filters such as phone number, discount number, or full name.

To add a client account, click the “Add” button and then fill in the following settings:

• Discount number: The discount number is automatically assigned to the client if the discount program is enabled in the service. Alternatively, you can fill in this field manually, but it is not mandatory.
• Full name: Specify the client’s full name. This field is not mandatory.
• Birthday: The client can provide the service with their date of birth. If specified in the client’s profile, the user can receive a discount on their trip on their birthday (provided the corresponding loyalty program rule is configured).
• Email: Provide the client’s email address. It can be used for future advertising campaigns outside the program or for sending trip receipts (if the service uses an Online Fiscal Data operator).
• Successful orders: A counter of the client’s successful orders since the creation of their account. Users cannot modify this counter.
• Canceled orders: A counter of the client’s canceled orders since the creation of their account. Users cannot modify this counter.
• Discount amount: Specify the absolute value of the client’s personal discount. Note that this discount will override all other active loyalty program rules.
• Discount percentage: Specify the relative value of the client’s personal discount. Note that this discount will override all other active loyalty program rules.
• Driver compensation: Specify the percentage of the personal discount that will be reimbursed to the driver’s balance when fulfilling orders with this client.
• Bonuses: This field displays the current bonus balance of the client. The service administrator can credit or debit bonuses from the client’s balance using the “Edit Bonus Balance” button at the top right of the account page (does not work when adding a client to the database).
• Comment: In this field, you can write a comment about the client, visible to users with the appropriate permissions.
• “Blacklist” checkbox: When enabled, the client will be added to the blacklist. Clients on the blacklist cannot call the program and cannot place orders through the client application.
• “Phone numbers” section: Enter the client’s phone number in international format without the “+” sign. If necessary, you can add multiple client numbers by clicking the “Add more” button. To delete an unnecessary number, click the “Trash” button.

After entering or modifying the client account settings, click the “Save” button.

Custumer acquisition

In this section, you will find settings for tools that enable the taxi service to conduct a comprehensive campaign to attract customers. With all the necessary software tools, you can organize comprehensive solutions to ensure a constant influx of new customers to your taxi service.

Available for use:

1. Discount Program: A mechanism that allows you to distinguish your regular customers, enabling additional promotions for this specific group.
2. Referral Program: A “Refer a Friend” system that allows your customers to receive bonuses on their account by referring friends and acquaintances to the service.
3. Loyalty Program: All about discounts. Here, you can set up one or several discount rules for customers, define which customers will have access to these discounts, and specify the period of their validity.
4. Bonus Program: Similar to cashback for rides. Customers can accumulate bonuses on their account, which can later be used for ride payments.
5. Promo Codes: A marketing mechanism that allows you to conduct targeted campaigns to attract an audience to your taxi service. Flexible settings provide broad opportunities for using this system.

Discount program

The discount program is a way to categorize customers into regular and irregular ones. Here’s how it works: You can define conditions under which your customer will receive a discount number. On its own, it has no value, but in conjunction with the referral program, loyalty program, and bonus program, distributing discount numbers can become a powerful tool for promoting the service.

To activate the discount program, you need to fill in the following settings in this section:

1. Discount Number Generation Algorithm: The method for creating a discount for the client. There are two options:
   • Random Digits: A unique discount number is created with random digits.
   • Random Digits and Letters: The discount is created using a combination of digits and letters.
2. Number of Characters and Letters: The length of the created discount. You can choose from 5 to 8 characters.
3. Automatically Assign Discount to the Client Checkbox: The program will assign a discount to the client immediately after the conditions described in this section are met.
4. Orders: The number of completed orders after which the client will be assigned a discount.
5. Total Amount of Completed Orders: The total cost of completed orders by the client, after which a discount will be assigned.
6. Notify the Client via SMS Checkbox: With this checkbox active, the client will receive an SMS with the discount number after it’s assigned.
7. SMS Message Text: The content of the message that will be sent to the client after the discount number is assigned. The tag [discount_number] will be replaced with the actual discount number, so it’s strongly recommended not to remove it from this field. Additionally, ensure that the message length adheres to the SMS length allowed by your provider.

After configuring these settings, click the “Save” button.

Referral program

With our second customer acquisition tool, you can advertise your taxi service without investing in advertising. Your existing customers will be interested in bringing a new customer to your taxi service and encouraging them to use your services.

We’re talking about the referral system, also known as the “partner program” or “Refer a Friend.” The essence of this system is that your existing customer can refer their friend to your service. All the friend needs to do is provide the discount number of the person who referred them to your taxi service.

After that, your new customer, referred by your existing customer, will receive a bonus on their bonus account. And your existing customer, who referred a new customer, will start receiving a certain percentage of orders completed by the friend they referred. You control the size of bonuses, accruals, and the number of orders for which a partner can receive bonuses.

To activate the referral program, you need to fill in the following settings:

1. Bonus for Referrer: Specify the number of bonuses that will be credited to the discount account after the first successfully completed order by the referee (referrer – your customer who referred their friend to the service, referee – this friend).
2. Amount for Referrer’s Order: The amount of bonuses that will be credited to the referrer for each completed order by the referee.
3. Percentage for Referrer’s Order: The percentage of the cost of the referee’s trip that will be credited to the referrer’s bonus account.
4. Number of Orders for Referrer’s Bonus: Completed orders by the referee for which the referrer will receive the amount or percentage specified in the “Amount for Referrer’s Order” or “Percentage for Referrer’s Order” field.
5. Initial Bonus for Referee: The amount credited to the referee’s bonus account after creating an order. The client can use these bonuses to pay for the trip or its part on the first ride.
6. Checkbox “Issue a discount to the referee after the first successfully completed order”: Automatically assign a discount to the referee, bypassing the rules of the Discount Program.
7. Checkbox “Enabled”: Activate/Deactivate the referral program.

After configuring these settings, click the “Save” button.

IMPORTANT!!! When using the referral program, it is essential to understand that the connection between the referrer and the referee will work only on the referee’s first order (creating a connection between existing clients is not possible).

Loyalty program

The rules configured in this section will allow your taxi service to provide customers with a discount on orders under specific conditions. For example, on every 10th order, every 3rd order of the day, etc. The entire system is automated; you only need to set it up once for effective operation.

In the loyalty program, an unlimited number of rules can be configured to suit different situations. However, the simultaneous activation of two or more loyalty program rules is excluded – the customer will always be provided with only one discount, the one with the greatest benefit.

The discount is determined immediately when the operator answers the call, which significantly saves time and allows notifying the customer about the size of their discount.

To add a loyalty program rule, click on the “Add” button and fill in the following settings:

1. Name: Specify an arbitrary name for the created rule.
2. Condition: Choose from the drop-down list the condition for the discount to apply. The following options are available:
   • Greater than or equal to: The discount will be applied if the customer’s order count is equal to or greater than the specified condition.
   • Each equal to: The accrual will occur if the customer’s order equals the value in the “Number of orders” field. For example, every 6th order – 10% discount.
   • Equal to: One-time discount for the specified order number.
   • All orders: The discount will be applied to every customer order. When selecting this condition, the “Number of orders” and “Period” fields will be hidden.
   • Order placed on the customer’s birthday: The customer will receive a discount on the order on the date specified in their account as their birthday.
3. Number of Orders: The order amount that triggers the loyalty program condition.
4. Period: The number of days before the customer’s call for which orders will be counted. If the required order amount is not reached within this period, the loyalty program will not trigger. Set to 0 to deactivate this field.
5. Apply to Clients: Choose from the drop-down list the value that determines the scope of this discount rule. The following options are available:
   • All clients: Any customer who has placed an order with the service can participate in the program.
   • Only with a discount number: The discount will be provided only to regular customers with a discount number.
   • Only without a discount number: It will apply only to new customers without a discount number.
6. Order Types: It will only be applicable to these order types. If left blank, it will apply to all order types.
7. Checkbox “Count the number of orders for selected types”: When activated, only orders of selected types will be counted when calculating the number of orders.
8. Count orders from date and time: Allows setting a time point from which orders will be counted for the discount rule to trigger.
9. Checkbox “Enabled”: Allows activating/deactivating this loyalty program rule.
10. Fixed Discount: Specify the absolute discount value applied to the order when the loyalty program rule is triggered.
11. Percentage Discount: Specify the relative discount value applied to the order when the loyalty program rule is triggered. Should not exceed 90%.
12. Driver Compensation: Specify the percentage of the discount amount that will be compensated to the driver’s balance upon completing an order with this discount.

After configuring these settings, click the “Save” button.

Bonus program

In circumstances where the earned funds are insufficient for an aggressive promotion of your taxi service, there is only one solution: to utilize money that has not been earned yet. Money that you can potentially earn. Essentially, by investing virtual money, you are earning real money.

Within the DLS-Soft software, virtual money is referred to as bonuses. Each of your customers has a personal bonus account through which transactions with virtual money are conducted. Customers can pay for their taxi rides using accumulated bonuses. However, as practice shows, most customers tend to accumulate their bonuses indefinitely and rarely use them.

The bonus program credits bonuses to the customer upon the completion of an order. One bonus point is equal to one unit of the currency in which your service operates. You can configure the system so that, for example, for every 5th order, the customer’s bonus account will be credited with 5% of the order’s cost. For every 10th order, it will be credited with 10% of the order’s cost. If a customer makes 100 orders in the last 30 days, they will receive 100% of the order’s cost.

This system has proven effective in combating price dumping. Let your competitor reduce fares by 50%. Instead, you can maintain your existing fares or even raise them, launching an advertising campaign like “order our taxi, and we will refund 50% of the trip cost.” What’s the difference, you might ask? The key difference is that your competitor did not earn those 50% from the start, whereas you earned them by investing virtual money. Yes, there may come a time when you need to return these funds to the customer as payment for a trip, but by then, you will significantly increase your profit. Even if the customer uses their bonuses, you are still in a winning position. You will reimburse the driver for the 50%, but deduct 10 for the trip. In the end, you will earn 10% more than your competitor with reduced fares. And this is all assuming that you compensate the driver 100% of the amount paid with bonuses. You can choose not to compensate the driver at all or share bonus trips 50/50 with the driver.

In summary, you increase the number of orders without significant expenses and fare reductions. With the increase in orders, you will have more drivers. In the short term, you increase your income. In the long term, some percentage of this income will need to be returned in the form of trips paid with bonuses. However, with a growing customer base, you simply won’t feel it.

To add a bonus program rule, click the “Add” button and fill in the following settings:

1. Name: Specify an arbitrary name for the created rule.
2. Condition: Choose from the drop-down list the condition for the rule to trigger. The following options are available:
   • Greater than or equal to: Bonuses will be received if the customer’s order count is equal to or greater than the specified condition.
   • Each equal to: Bonus accrual will occur if the customer’s order equals the value in the “Number of orders” field. For example, every 6th order – a bonus of 10% of its cost.
   • Equal to: One-time bonus accrual for the specified order number.
   • All orders: Bonuses will be generated for every customer order. When selecting this condition, the “Number of orders” and “Period” fields will be hidden.
   • Order placed on the customer’s birthday: The customer will receive bonuses for the order on the date specified in their account as their birthday.
3. Number of Orders: The order amount that triggers the bonus program condition.
4. Period: The number of days before the customer’s call for which orders will be counted. If the required order amount is not reached within this period, the bonus program will not trigger. Set to 0 to deactivate this field.
5. Apply to Clients: Choose from the drop-down list the value that determines the scope of this bonus accrual rule. The following options are available:
   • All clients: Any customer who has placed an order with the service can participate in the program.
   • Only with a discount number: The bonus will be provided only to regular customers with a discount number.
   • Only without a discount number: It will apply only to new customers without a discount number.
6. Order Types: It will only be applicable to these order types. If left blank, it will apply to all order types.
7. Checkbox “Count the number of orders for selected types”: When activated, only orders of selected types will be counted when calculating the number of orders.
8. Count orders from date and time: Allows setting a time point from which orders will be counted for the bonus accrual rule to trigger.
9. Checkbox “Enabled”: Allows activating/deactivating this bonus program rule.
10. Fixed Bonus Amount: Specify the absolute amount of bonuses that will be credited for the order when the bonus program rule is triggered.
11. Percentage of Order Cost Bonus: Specify the relative bonus value that will be applied to the order when the bonus program rule is triggered.
12. After completing the rule settings, click the “Save” button.

Promo codes

On this page, you can create promo codes – values that, when specified in an order, will apply a one-time discount to it. You can flexibly configure the conditions for triggering the promo code, limit its validity period, and the number of activations.

To add promo codes, click the “Add” button and perform the following settings:

1. Promo Code: Specify the value of the promo code, which will be used for its identification. You can use letters and numbers.
2. Fixed Discount: Specify the absolute value of the discount that will be applied to the order after entering the promo code.
3. Percentage Discount: Specify the relative value of the discount that will be applied to the order after entering the promo code. It should not exceed 90%.
4. Compensation to the Driver: Specify the percentage of the discount amount that will be compensated to the driver on their balance in the program upon completing an order with the promo code.
5. Active Until: Specify the expiration date of the promo code.
6. Number of Activations: Specify the total number of activations for this promo code throughout its validity period. Note: If you set the value to 0, the promo code will not work!
7. Number of Activations per Customer: Specify how many times a single customer can use this promo code. If you set the value to 0, the customer will have no restrictions on the number of promo code activations.
8. Checkbox “Enabled”: Allows activating or deactivating this promo code.

After making all the settings, click the “Save” button.

Tariffs

This section of the program is entirely dedicated to configuring the fare calculation. A wide variety of settings allows implementing virtually any desired algorithm for forming the cost of a trip.

Zones

In this section, the service defines geographical zones within which a special fare calculation system can be configured in the future.

To add a zone, click on the “Add” button. If done correctly, a triangle will appear on the map with white squares.

On the right side, there will be a “Name” field where you need to label the zone. Next to the name, there is an icon for selecting the display color of the zone on the map. To change the color, click on it and choose the desired shade from the color circle, then confirm the selection. The floppy disk icon saves the created changes, clicking the red cross cancels the changes and does not save them.

To create a zone, hover the mouse cursor over the square, click the left button, and without releasing it, drag the square to the desired location. For more detailed adjustments, you can zoom in on the map using either the buttons in the top left corner of the map, where the plus sign is for zooming in and the minus sign is for zooming out. You can also change the map scale using the mouse wheel. It is necessary to draw the zone carefully, avoiding overlapping one zone with another, as an address located in such a place will not be able to determine which zone it belongs to and will not calculate the cost. The edges of one zone should touch another zone, leaving no gaps, for correct address-zone correlation.

If there is a need to make a cut inside the zone, after completing the drawing of the zone, hold down CTRL + left mouse button on the keyboard, place three points in the form of a triangle, and when placing the fourth point, release CTRL and press the left mouse button twice. After that, it will be possible to edit the cut along the desired borders.

To configure the tariffication in the zone, go to Administration – Tariffs – Tariffs – open the required tariff and go to the “Zones” tab. Then follow the instructions.

Tariffs

In this section, all the tariffs configured in the taxi service are located. Each virtual company uses its own tariffs. All tariffs are placed in order of priority. In other words, the first tariff in the list that matches the order conditions will be automatically applied. You can adjust the order of tariffs using the arrows on the left side of the list.

To add a tariff, click on the “Add” button, enter an arbitrary name for the tariff in the “Name” field, and choose one of the standard tariff types. The following options are available:

• By time and/or distance – billing will be based on the order’s distance and completion time
• Matrix – billing will be based on a zone matrix, and the order price will be formed according to the cells of this matrix
• External application – billing will be carried out on an external server. Used when there is integration with specialized third-party software in the system

After choosing the tariff type, click the “Save” button. A newly created item will be added to the list of tariffs. Open it and fill in the following settings:

• Calculation algorithm – a dropdown list available for the “By time and/or distance” tariff type. Choose one of the options that will determine the mechanism for calculating the order cost. The following options are available:
  • By mileage and time – the fare will be calculated simultaneously based on the price per kilometer and minutes traveled
  • By mileage at speeds above the threshold, by time at speeds below the threshold – when the vehicle’s speed is above the threshold, only the price per kilometer will be used; when the speed reaches or falls below the threshold, the price per minute will be used
  • By mileage with manual activation/deactivation of time calculation – by default, mileage calculation will be used. If it is necessary to activate the waiting time for the driver, the “Wait” button must be pressed
• Price per kilometer – specify the cost of one kilometer traveled
• Price per minute – in the “By mileage and time” algorithm – the cost of one minute traveled; in the “By mileage, at speeds above the threshold…” algorithm – the cost of 1 minute of waiting in transit
• Waiting time price – the cost of one minute of waiting for the customer at the pickup address. The waiting time price will only be calculated from the time of pickup; if the driver arrives earlier, the waiting time price will not be charged. The driver will see it at the end of the trip
• Standstill speed threshold – the speed of the driver’s vehicle in kilometers at which, when reached or if the speed is below, the price per minute will be used. Not available when using the “By mileage and time” algorithm
• Standstill activation delay – the number of minutes during which the price per minute of standstill will not be calculated. If the driver’s speed exceeds the threshold within this time, the standstill will not be added to the trip cost. If the driver stands longer than this time, the entire standstill, including the minutes specified in the delay, will be added to the cost. Not available when using the “By mileage and time” algorithm
• Car types – cars to which the tariff is applicable. If the car type is not specified in the tariff, an error “Tariff not found” will appear when creating an order
• Order types – orders that can be created with this tariff. If the order type is not specified in the tariff, an error “Tariff not found” will appear when creating an order
• “Enabled” checkbox – allows activating/deactivating this tariff
• “Personal” checkbox – the tariff is available for selection only to the operator. The tariff will not be automatically applied during calculation; it must always be selected manually
• Minimum fare – specify the cost of the minimum ride or boarding the car
• “Included in the minimum fare” block – in this block, you can specify the number of kilometers, minutes in transit/standstill, and minutes of waiting at the pickup address. Settings are made in the respective fields:
  • Kilometers – specify the number of kilometers included in the minimum fare
  • Radio buttons “And/Or” – specify the minimum fare calculation algorithm:
    • And – billing will start only after using all free components
    • Or – billing starts after the full use of free kilometers or minutes with waiting
  • Minutes – the number of free minutes of standstill in transit included in the minimum fare
  • Waiting – the number of free minutes waiting at the customer’s pickup address. Counting starts from the time of pickup
• “Tariff Period” Block:
• Specify the period of the tariff’s validity. If the tariff is constant at any time of day, no filling is required. If the tariff changes during peak hours or at night, indicate the active time for the created tariff. The program automatically applies the appropriate tariff for a specific period. The following settings fields are present:
• Effective from: The time of day when the tariff will start.
• Effective until: The time of day until which the tariff will be active.
• Checkboxes “Days”: The tariff will be effective on the days marked as active.
• “Calculation” Block:
• Responsible for order calculation details, with two settings fields:
• Coefficient: Used for the operator’s preliminary calculation. 1 equals 100% of the tariff. If the operator’s calculation is more or less than it should be according to the tariff, you can adjust the coefficient. For example, 1.1 will increase the tariff by 10%.
• Surcharge for each intermediate route point: The cost of an intermediate address on a complex route. Only applicable during the operator’s calculation.
• After filling in the settings fields, click the “Save” button.
• Zones:
• If there are areas in the city where the price per kilometer should be higher, e.g., when leaving the city, you need to set up passage through this zone in the tariff. Open the created tariff, click on the “Zones” tab, then “Add.” Fill in the following settings fields:
• Zone: Choose the necessary zone from the list.
• Price per kilometer: The cost of one kilometer of passage through this zone.
• Price per minute: The cost of one minute of stopping (or in transit) in the zone, depending on the algorithm used.
• Pickup surcharge: The price added to the order if the pickup address is in the zone.
• Return surcharge: The price added to the order if the destination address is in the zone.
• Passage surcharge: The price added to the order cost if the route passes through this zone.
• Average speed: If the speed specified is below the threshold, the cost of minutes in transit in this zone is added to the trip cost during the operator’s preliminary calculation.
• Note: Surcharges will only apply if the driver has traveled at least 200 meters through this zone.
• Complex Distance Calculation:
• This section allows you to configure different kilometer costs based on the route distance. The farther the client travels, the cheaper you can make each subsequent kilometer. You can create an unlimited number of rules. To work with complex distance calculation, go to the relevant tariff, open the “Complex Distance Calculation” tab, click “Add,” and fill in the following settings fields:
• From: From which kilometer the rule should apply.
• To: Until which kilometer the rule should apply.
• Price per kilometer: The cost of one kilometer of passage in this segment of the route.
• Fixed price for the interval: A fixed cost for this number of kilometers. Added when reaching the kilometer from the “From” field. When using the cost per kilometer, the fixed price will also be added to the trip cost.
• Complex Time Calculation: This section allows you to configure different rates per minute for travel or standstill, depending on the calculation algorithm used in the tariff. To work with complex time calculation, go to the desired tariff, open the “Complex Time Calculation” tab. After that, click on the “Add” button and fill in the following settings:
• From – the minute from which this rule will take effect
• To – the minute until which this rule will be valid
• Price per minute – the cost of one minute of standstill or travel within the specified range
• Fixed price for the interval – a fixed cost for this period of time. It is added at the beginning of the time interval. When using the price per minute, the fixed price will also be added to the trip cost.
• Important: The work of complex mileage/time calculation begins after exhausting the kilometers/minutes specified in the minimum fare on the main tariff tab.
• Car Options: To tariff additional services provided by the company, go to the desired tariff and select the “Car Options” tab – Add. Fill in the settings:
• Name – clicking on the field will display a list of created car options. To add a new option, click on the green plus sign at the end of the field.
• Amount – a fixed surcharge to the tariff
• Percentage – a percentage markup on the order cost. For example, if transporting animals is one and a half times the tariff, enter 50 in the percentage field.
• Driver Requirements: To tariff additional services provided by the company but can only be performed by the driver, go to the desired tariff and click on the “Driver Requirements” tab – Add. After that, fill in the settings:
• Name – clicking on the field will display a list of created driver requirements. To add a new requirement, click on the green plus sign at the end of the field.
• Amount – a fixed surcharge to the tariff
• Percentage – a percentage markup on the order cost. For example, if meeting at the airport is one and a half times the tariff, enter 50 in the percentage field.
• Transfers: Transfers are a fixed trip between two zones. To create a transfer, open the desired tariff, select the “Transfers” tab – Add. After that, fill in the settings:
• From – the zone in which the pickup address is located
• To – the zone in which the destination address is determined
• Price – fixed cost of the trip
• Included minutes – the number of free minutes of standstill in transit included in the transfer cost. When using the “By mileage and time” algorithm, the number of free minutes in transit
• Included kilometers – the number of free kilometers included in the transfer cost
• Included waiting – the number of free minutes waiting at the customer’s pickup address
• Save – save the setting
• Save and add more – save the setting, open a new blank form
• Save and add a return transfer – save the setting, open a form where From and To will be filled in reverse order from the current transfer.
• Important:
• Transfers work only at the operator’s workplace during calculation (the pickup address and destination address must fall within the zones configured in the transfer).
• Transfers only work when specifying two addresses. When specifying more than two points in an order, the transfer will not work.
• Tariffing in the order works according to the set priority: Transfer → Zones → Complex mileage/time calculation → main tariff settings.

Markups

This section’s functionality allows you to automatically increase the cost of a trip in specific zones on a regular basis, based on certain conditions or manually. This enables flexible price regulation for the service depending on the season, day of the week, time of day, and other external conditions.

To add a surcharge, click the green “Add” button. Then, fill in the following settings:

• Name – Specify an arbitrary name for the surcharge, which will be used for its identification.
• Zone Dropdown – Choose the zone for which the custom surcharge will be activated.
• Condition Dropdown – Select the rule under which the custom surcharge will be triggered. The following options are available:
  • Always Active – This condition will automatically apply in the selected zone during the specified period. It can be used to increase the tariff during peak hours or in areas with the highest road congestion. When choosing this option, additional fields become available:
    • Order Type – Types of orders to which the surcharge applies. If the field is empty, the condition will apply to all orders.
    • Fixed Surcharge – The amount by which the trip cost will increase.
    • Surcharge Percentage – The percentage by which the cost of the trip will increase.
    • Active From – The time when the surcharge comes into effect.
    • Active Until – The time when the surcharge ends.
    • Days Block – Days of the week when the surcharge will be active.
  • Manual – The rule will be activated manually by a group of users with this right. This can be used to increase the tariff due to weather conditions, etc. Additional fields for activation include:
    • Order Type – Types of orders to which the surcharge applies. If the field is empty, the condition will work without restrictions.
    • Fixed Surcharge – The amount by which the trip cost will increase.
    • Surcharge Percentage – The percentage by which the cost of the trip will increase.
  • Many Canceled Orders – The rule will be triggered if the number of canceled orders within a certain period is equal to or greater than specified in the rule. Additional fields for activation include:
    • Value – The number of canceled orders in this zone.
    • Period – The number of minutes over which canceled orders will be summed up.
    • Cancellation Reasons – Only the selected cancellation reasons will be considered in the rule. This field is mandatory.
    • Order Type – Types of orders to which the surcharge applies. If the field is empty, the condition will work without restrictions.
    • Fixed Surcharge – The amount by which the trip cost will increase.
    • Surcharge Percentage – The percentage by which the cost of the trip will increase.
    • Active From – The time when the surcharge comes into effect.
    • Active Until – The time when the surcharge ends.
    • Days Block – Days of the week when the surcharge will be active.
  • Many Expired Orders – The rule will be triggered when the number of expired orders in this zone is compared to or exceeds the allowed quantity. An order is considered expired if a driver is not assigned within the time specified in the order type settings. Additional fields for activation include:
    • Value – The number of expired orders in this zone.
    • Period – The number of minutes over which expired orders will be summed up. If the number is less than specified in the value, the surcharge will not activate.
    • Order Type – Types of orders to which the surcharge applies. If the field is empty, the condition will work without restrictions.
    • Fixed Surcharge – The amount by which the trip cost will increase.
    • Surcharge Percentage – The percentage by which the cost of the trip will increase.
    • Active From – The time when the surcharge comes into effect.
    • Active Until – The time when the surcharge ends.
    • Days Block – Days of the week when the surcharge will be active.
  • Many Unassigned Orders – The rule will be activated if the number of unassigned orders within a certain period is equal to or greater than specified in the rule. Only those orders are considered unassigned where the pickup time has exceeded the specified time in the order type settings. Additional fields for activation include:
    • Value – The number of unassigned orders in this zone.
    • Period – The number of minutes over which unassigned orders will be summed up. If the number is less than specified in the value, the surcharge will not activate.
    • Order Type – Types of orders to which the surcharge applies. If the field is empty, the condition will work without restrictions.
    • Fixed Surcharge – The amount by which the trip cost will increase.
    • Surcharge Percentage – The percentage by which the cost of the trip will increase.
    • Active From – The time when the surcharge comes
    • • into effect.
      • Active Until – The time when the surcharge ends.
      • Days Block – Days of the week when the surcharge will be active.
    • IMPORTANT:
    • These surcharges only take effect when placing an order in the workplace or in the client application. They will not automatically apply on the taximeter.
    • In cases where two or more surcharges should apply simultaneously, only one of them will work—the one that occupies the highest position in the list. The order is determined by arrows in the general list of surcharges.

Orders processings

This section allows you to configure order types, payment types, automatic distribution of incoming requests among drivers, notification templates for self-informing, and the “Own Passengers” feature.

Payment types

In this section, you can configure the payment types that drivers and operators can use to complete orders. Here, you have the option to prohibit drivers from completing orders with prices lower than the taxi meter, create rules for paying for trips with bonuses, and set compensation for non-cash payments, etc. Multiple payment types of the same kind can be added, each with different settings to achieve specific service objectives.

To create a new payment type, click on the green “Add” button. A dialog box will appear where you need to fill in the following fields:

• Name: Specify an arbitrary name for the payment type for future identification.
• Dropdown list “Type”: Choose one of the four types of payment used in DLS-Soft:
  • Cash: Used for cash settlement between the client and the driver.
  • Non-cash: When selected, the cost of the trip will be debited from the client’s deposit in the program. Used for working with counterparties.
  • Payment with client’s bonuses: Allows the client to use bonus points as currency for paying for taxi services.
  • Credit card payment: This payment type is used in conjunction with the payment system integration to allow the client to pay for taxi services through a bank transfer.

After choosing the desired payment type, click the “Save” button. Next, the settings field for the created payment type will open, and you need to fill in:

• Checkbox “Requires receipt number input”: When this checkbox is active, completing the order will only be possible with the input of a receipt (voucher) number. Used in the non-cash payment type.
• Checkbox “For driver”: In the active position, allows the driver to use this payment type to complete the order.
• Checkbox “For operator”: In the active state, allows the operator to use this payment type to complete the order.
• Payment with client’s bonuses: The trip’s cost will be deducted from the client’s bonus account. Only used in the “Payment with client’s bonuses” payment type.
• Driver compensation: Refund of the trip cost to the driver’s account. Compensation is specified as a percentage of the payment. Used in the “Non-cash,” “Payment with bonuses,” and “Credit card payment” payment types.
• Minimum payment amount: The minimum amount with which it is possible to complete the order. If the amount on the driver’s taxi meter is lower, the driver will not be able to complete the payment.
• Maximum payment amount: The maximum amount with which it is possible to complete the order. If the amount on the driver’s taxi meter is higher than indicated in the field, the driver will not be able to complete the payment.
• Minimum payment percentage: The minimum percentage of the trip cost with which it is possible to complete the order. If the amount on the driver’s taxi meter is lower, the driver will not be able to complete the payment.
• Maximum payment percentage: The maximum percentage of the trip cost with which it is possible to complete the order. If the amount on the driver’s taxi meter is higher than indicated in the field, the driver will not be able to complete the payment.

After completing the settings, click the “Save” button and apply the configuration to the server.

Auto dispatch

In this menu, distribution rules are created, and their quantity is unlimited. Distribution positions for each order type can be individual and are configured in the following section. It’s also possible to create different distribution types for different groups if there is a group of drivers that should see orders as a top priority.

To create a distribution type, click the “Add” button. After that, fill in the following settings:

• Name: Specify an arbitrary name for the distribution type, which will be used for identification.
• Dropdown list “Distribution Type”: Choose one of the proposed options that corresponds to the goals of the configured distribution type. The following options are available:
  • From Parking: Standard order distribution applied in 90% of taxi services. The city is divided into parking lots, sectors, or zones. When creating an order, the pickup address is determined at the created parking lot. The driver will be assigned to the order according to the queue they occupy. If the parking lot is not determined when creating an order due to incorrect pickup address filling or parking creation, this distribution type will not work. When choosing this distribution type, the following fields are activated:
    • Driver Group: Specify for which driver group this rule should apply. If the field is not filled, all driver groups are considered. When specifying a group, only drivers belonging to that category will be able to see the order.
  • On-Air with Rating:
    • On-Air with Rating is a distribution type that operates similarly to the On-Air distribution type. The difference lies in considering the driver’s current rating when dispatching an order to the available on-air pool. Drivers with a higher rating will be able to see orders slightly earlier than others.
    • Checkbox “Enabled”: When active, the distribution rule will be available for selection in the order type settings.
  • After completing the settings, click the “Save” button.
  • IMPORTANT!!! To make distribution types work, it is necessary to add them to the order type settings!
  • On-Air: When this distribution type is triggered, orders appear in the driver’s application simultaneously for all call signs. The first interested driver accepts the order. When choosing this distribution type, the following fields are activated:
    • Delay: Time in seconds during which the order will be displayed on-air.
    • Driver Group: Specify for which driver group this rule should apply. If the field is not filled, all driver groups are considered. When specifying a group, only drivers belonging to that category will be able to see the order.
  • Nearest Driver Considering Standby Time and Group Priority: Mechanism for automatically finding the driver closest to the pickup address. The search is calculated on roads, laying out the actual driver’s route. The search duration takes only 0.06 seconds, significantly speeding up the car delivery to the customer. The rule takes into account two variables: the driver’s standby time without an order and the priority of their group. The priority is divided into:
    • High: Brings the driver 200 meters closer to the order.
    • Medium: Brings the driver 100 meters closer.
    • Low: Does not bring the driver closer. When choosing this distribution type, the following fields are activated:
    • Maximum Search Distance: The maximum search radius from the pickup address on roads.
    • Driver Group: Specify for which driver group this rule should apply. If the field is not filled, all driver groups are considered. When specifying a group, only drivers belonging to that category will be able to see the order.
  • Nearest Driver Considering Standby Time and Driver Rating: Similar to the previous distribution type, it takes into account standby time and the current driver rating as parameters. Each rating unit is equated to one minute of standby time and brings the driver 10 meters closer to the order. IMPORTANT! The impact of group priority, driver standby time, and rating only matters for a third of the route. The greater the distance to the customer, the greater the influence of the distance to the pickup address. When choosing this distribution type, the following fields are activated:
    • Maximum Search Distance: The maximum search radius from the pickup address on roads.
    • Driver Group: Specify for which driver group this rule should apply. If the field is not filled, all driver groups are considered. When specifying a group, only drivers belonging to that category will be able to see the order.

After completing the settings, click the “Save” button, and apply the configuration to the server.

Order types

In this section, the configuration of order types is performed to categorize the overall flow of incoming requests from clients based on various criteria. This allows grouping orders, such as current and pre-booked orders, orders from the client application, widget-generated requests, etc.

Upon entering the section, the user is presented with a list of all configured order types. The first type in the list is designated as the default type. This implies that when opening a new order card on the operator’s workstation, the “Order Type” field will default to the value of the first order type in the list. The order of types can be changed using arrows on the left side of each list row.

To create a new order type, click the green “Add” button. Subsequently, fill in the following settings:

• Name: Specify an arbitrary name for the order type, which will be used for identification.
• Color: This color will be displayed in the operator’s workstation for orders of this type. Clicking on the field reveals a window for selecting colors. IMPORTANT!!! A saturated color may blend with order information.
• Show to Driver in Tab: Indicate the tab in the driver’s application where orders of the created type will be displayed.
• Default Pickup Time: This time will be automatically filled in when creating an order and is specified in minutes.
• Show to Operator For: If the order is created for a specific time exceeding the default pickup time, indicate how many minutes before pickup it should appear on the operator’s workstation in the current orders.
• Show to Driver For: The order will be visible in the driver’s application, but the driver cannot accept it until this specified time before pickup. This can be used as information or incentive for the driver to move to the required area.
• Start Searching for Driver: The time before pickup when automatic distribution should take effect. Until this time, when the driver can start the order, the On-Air distribution type will be activated to reserve the order for the driver.
• Driver Can Start: Only after reaching this time can the driver start the order.
• Average Trip Duration: The average time to complete an order. After this time, the destination address field on the operator’s workstation will be highlighted in a pale pink color, allowing the operator to visually determine how much time the driver has spent with the client. It is also used in reward and penalty rules.
• Order is Considered Overdue If Not Assigned After Pickup Time: If the driver is not assigned to the order, specify after how many minutes past the pickup time the search for a vehicle should stop. This only activates when auto-distribution is enabled. If auto-distribution is disabled, the order will not be considered overdue.

Checkboxes:

• Available for Operator’s Selection: When active, the operator can create this type of order. When inactive, this type will not appear in the selection of order types on the operator’s workstation.
• Use Meter for Unrouted Orders: When a driver sets a meter for an order without a destination address (unrouted order), the “En Route” status will activate in the driver’s application.
• Use Meter for Routed Orders: Choose the value that will regulate the use of the meter in routed orders. The following options are available for selection:
  • Do Not Use: The meter will not be used in routed orders.
  • Always Use: The meter will always be active in routed orders.
  • Use Only for Transfers: The meter will be used in the order only if a transfer is triggered.
  • Always Use, Except for Transfers: The meter will be active in all orders except those with an active transfer.
  • Use Only for Time Calculation: The meter will be used only for calculating the travel time in all routed orders.
  • Use Only for Time Calculation, Except for Transfers: The meter will be used for time calculation only if there is no active transfer in the order.
  • Use for Additional Distance and Time Calculation: The meter will calculate only the used mileage and time after pre-calculated amounts.
• Show Destination to Driver Before Acceptance Checkbox: Displays the final destination point of the route before the driver confirms accepting the order.
• Show Price to Driver Before Acceptance Checkbox: The preliminary order calculation will be displayed in the order information before the driver accepts the order.
• Show Comments to Driver Before Acceptance Checkbox: If the operator adds additional customer information in the comments that the driver needs to see before accepting the order, activate this checkbox.
• Driver Can Cancel Accepted Order Checkbox: The driver can cancel the order, specifying the cancellation reason. The order will be removed from the operator’s workstation, entering the “Canceled” status.
• Driver Can Return Accepted Order Checkbox: The driver can return an order accepted by mistake. In this case, the order will be back in the available orders, visible to other drivers. If the driver returns an order after its considered overdue, the order will be marked as overdue.
• Driver Can Initiate Connection with the Customer Dropdown: Choose the option regulating the driver’s ability to connect with the customer. The available options are:
  • Disabled – Communication is not allowed.
  • Driver – ATS – Customer – The ATS dials the driver’s number, then the customer’s number, and connects them. Both the driver and the customer see the dispatch number. Two phone lines are occupied for each communication session.
  • Driver – Customer – The driver contacts the customer directly. If the device with the driver’s application does not support making calls, the customer’s phone number will be displayed.
• Default Auto-Distribution is Enabled Checkbox: Set a checkmark if this order type should be distributed according to the distribution rules.
• Payment Types: Clicking on the field reveals a list of available payment types. It is advisable to separate orders with cash and non-cash payments to avoid situations with incorrect completion by the driver since non-cash payment is compensated to the driver.
• Driver Can Call the Operator Checkbox: This setting allows the driver to contact the operator who processed the order.
  • Prohibited – The driver cannot call the operator who created the order.
  • Driver Can Request Connection with the Operator if They Are On Duty – The driver can contact the operator who created the order only if they are on duty. If they are not on duty, the call will go to other operators.
  • Driver Can Always Request Connection with the Operator – The driver can request a connection with the operator who created the order at any time. If the operator is on duty, the call will go to the dispatch center; otherwise, it will go to the operator’s personal number as specified in the user profile.
• Driver Can Modify Order Options Dropdown: Allows the driver to add or remove options in the order (available in the tariff for which the order is made).
  • Prohibited – The driver cannot edit the order.
  • Driver Can Only Add Options to the Order – Allows the driver only to add options to the order (available in the tariff for which the order is made).
  • Driver Can Add and Remove Options – Allows the driver to add and remove options in the order (available in the tariff for which the order is made). Note: The driver can add and remove options only if the tariff is specified in the order and the options for the car and the thread to the driver are added to the tariff.
• After adjusting the settings, click the “Save” button. You will return to the general list of created order types. The type you configured will be the last in the list (you can change the position if desired). To continue configuring the order type, click on its name.
• In addition to the tabs with the previously described settings, the order type window will have the following tabs:
• Distribution Types Tab: This tab configures the triggering order of distribution types for this order type. To configure, select the desired distribution type from the dropdown list. You can add new types by clicking the “Add More” button below the last row of distribution types. You can delete an unnecessary type by pressing the “Trash Can” button on the right side of the desired distribution type. IMPORTANT!!! The order of distribution type triggering described in this tab is cyclic. This means that after the last element of the distribution types list is triggered, after a 30-second delay, the distribution will start again from the first position in the list.
• Auto-Inform Tab: This tab configures the triggering of auto-informing templates based on order statuses. It is possible to inform the customer about the following order statuses:
  • “Created” – The order is saved by the operator, but no driver has been assigned yet.
  • “Accepted” – A driver has been assigned to the order.
  • “On Site” – The driver has arrived at the pickup location, and the customer has not yet come out.
  • “Client Accepted” – The driver has accepted the customer and started the trip.
  • “Completed” – The driver has delivered the customer to the destination address.
  • “Canceled” – The order was canceled for one of the reasons (by the operator, customer, or driver).
  • “Overdue” – No car has been found for the order, and the time specified in the “The order is considered overdue if after the pickup time has passed” field has elapsed.
  • “Reserved” – The order has been accepted by the driver, but it is not yet time for them to start fulfilling the order.
• To configure notifications, you need to create the required template in advance. Then choose the order status for which the notification will be triggered, select the desired message template, and specify on the numbers of which mobile operators the notifications will be sent.
• After changing the parameters in one of the tabs of the order type settings, click the “Save” button.

Notifications templates

In this section, templates for automatically notifying the customer about changes in their order status are created. Notifications can be sent via SMS, phone call (using a robot), or (if the customer application is used) push notifications.

To create a notification template, click the green “Add” button. After that, you need to configure the following settings:

• Name: Specify an arbitrary name for the template, which will be used for identification in the program.
• Type Dropdown: Choose one of the offered notification types to be used for this template. The options include:
  • SMS: The customer will be notified by sending an SMS message. For notifications of this type to work, an configured SMS gateway is required.
  • Phone Call: The customer will be notified by a robot-initiated phone call. Telephony and outgoing call routing must be configured in the program. Call charges are applied according to the tariff of the selected telecom operator.
  • Push Notifications: The customer will be notified through a push notification sent to the customer application. Templates of this kind can be effectively used only if the customer’s smartphone has the application installed (otherwise, the notification will not reach the recipient).
  • Driver Application: This type of notification is intended for voice messages on the driver’s taxi meter for different order statuses.
  • Send Email: The customer will be informed via email, provided in the customer’s profile.

Depending on the selected notification type, the following settings will be adjusted. For example, when the type is “Phone Call,” the following fields need to be configured:

• Message Repeat Count: Specify the number of times the message configured in the template will be repeated.
• Number of Call Attempts: Specify the number of attempts to reach the customer. This is applied when the call to the customer is not successful on the first attempt.
• Message for Driver Notification: Specify the message that will be displayed in the driver’s application. This message will be sent when the customer is notified of a change in the order status. If this field is left blank, the driver will not receive the notification.
• Phrase Block: In this block, a constructor is available to create the required message that will be broadcast to the customer in the call. To start working, click the “Add More” button. After that, the dropdown list “Type” will become available. You need to choose one of the two options:
  • Audio File: Provides access to sound files available in the section. This type includes static files with the same content in all messages of this template (e.g., phrases like “You have a car of the brand,” “Have a nice trip,” etc.). To select the desired audio file, use the dropdown list that will appear to the right of the “Type” dropdown.
  • Variable: Provides access to a list of variables, the content of which changes in each order. This type includes variables such as the number, color, make, model of the car, etc.

For the “SMS” and “Push Notifications” notification types, the following settings are available:

• Template: Enter the text of the SMS message that will be sent to the customer. It is also possible to use additional variables in the template. The following list of variables is available:
  • [order_id] – order ID
  • [pickup_address_locality] – locality of the pickup address
  • [pickup_address] – pickup address
  • [destination_locality] – locality of the destination address
  • [destination] – destination address
  • [car_vendor] – car manufacturer (BMW, Chevrolet, etc.)
  • [car_model] – car model
  • [car_color] – car color
  • [car_type] – car type (sedan, minivan, 6-seater bus, etc.)
  • [car_number] – car number
  • [order_price] – order price
  • [pickup_time] – order time
  • [pickup_date] – order date
  • [client_receipt] – Sending a receipt at the end of the trip
  • [driver_phone] – driver’s phone number
  • [driver_name] – driver’s full name
  • [distance_to_client] – distance from the driver to the pickup address
  • [time_to_client] – time until the driver arrives at the pickup address (in minutes)
  • [bonus_charges] – bonus charges for the order
  • [bonus_balance] – bonus account balance
  • [bonus_discharges] – used bonuses
• Message for Driver Notification: Specify the message that will be displayed in the driver’s application. This message will be sent when the customer is notified of a change in the order status. If this field is left blank, the driver will not receive the notification.

After configuring the template settings, click the “Save” button and apply the configuration to the server. The created template can then be used in the auto-informing settings of a specific order type.

Illegitimate orders

“Own passengers” refers to the so-called “curb clients” who did not place an order through the taxi service. If you want such orders to be displayed on the workstation, charge additional fees to the driver, or view statistics in the report, you need to use the “Own Passengers” function.

IMPORTANT!!! Before using the “Own Passengers” function, we recommend creating a separate order type. You can do this in Administration – Order Processing – Order Types – click on the current type – press the “Copy” button in the top right corner – open the copy – in the “Name” field, write “Own Passengers” – choose a new color in the “Color” field – press Save. Add the created order type to the necessary tariffs and rules of operation conditions.

To enable the “Own Passengers” function, fill in the following settings in this section:

• Type Dropdown: Choose one of the existing order types with which “curb orders” will be created.
• Pickup Address: Specify an arbitrary pickup address that will be automatically filled in for all “curb orders.”
• Checkbox “Enabled”: When this checkbox is active, the “Own Passengers” function will be available in the driver’s application.

After filling in all the fields, click Save.

IMPORTANT!!! When using the “Own Passengers” function, it is highly recommended to activate the “Use Taximeter for Unrouted Orders” checkbox in the order type. If you don’t enable it, the cost of completing the order will not be calculated.

Evaluation from clients

This section allows you to configure the sending of SMS messages to clients asking them to rate the quality of service. To configure, go to Administration – Order Processing – Customer Feedback.

• Name: Specify the name of the survey for customer feedback.
• Active Checkbox: Enable this feedback.
• Channel: Choose the SMS type, as the survey for feedback is sent via SMS.
• Template: Fill in the text that the client will see when they receive the SMS, including the tag [url]. NOTE!!! There is a character limit in the template, for Cyrillic – 72 characters (including the link, which takes up 41 characters), so it is recommended to use Latin characters (allowed character count is 120).
• Days: Specify the days of the week when the customer feedback survey will operate.
• Active From and To: Specify the time of day during which the customer feedback survey is active.
• Driver Group: Specify the group of drivers to be evaluated.
• Loyalty Program: If you want to get feedback from customers on orders that fall under the loyalty program.
• Every X Order: Specify the order number that meets all the requirements specified in the driver group, order type, tariff, loyalty program, and promo code.
• Promo Code: If you want to get feedback from customers on orders in which a promo code was used.
• Mobile Operators: Select the mobile operators to which SMS with feedback will be sent.
• Order Types: Specify the order types for which the feedback survey should be sent.
• Car Types: Specify which types of cars participate in the evaluation.
• Tariffs: Save.
• Next, configure the list of questions and answers that the customer will see by clicking the link. To do this, open the saved survey – go to the Questions/Answers section – Add. Record the question and answer options with the corresponding number of points and save.

Thus, you need to add each question and its answer options.

The results of customer ratings can be viewed in Reports – Orders – Customer Rating field. If this field is not available, go to the report editor – add the Customer Rating field.

In this field, the average rating per order will be displayed. To see detailed answers to each question, you can check the order details.

SMS messages sent to customers with a survey link are displayed in Reports – SMS.

SMS

In this section, an SMS gateway is configured for sending SMS messages to taxi service clients. Integration is possible only with services that support SMS delivery via the SMPP or HTTP (GET and POST methods) protocols.

When using the SMPP protocol, messages, one or more, are sent within a single connection. The connection is established when the message needs to be delivered and remains active until the delivery status is received, but no longer than 3 minutes. If the status is not received within 3 minutes, and no other messages have been sent, the connection is closed.

Only one attempt to send a message is made; in case of an error, a re-send can be initiated by the operator from the workstation.

Required data for connecting to the SMPP SMS gateway:

• IP address or server name
• Port
• Login
• Password – no longer than 8 characters, only Latin letters
• Signature – sender identifier (phone number or alpha name), digits, and Latin letters
• It may be necessary to provide the provider with the IP address of our server.

When using the HTTP protocol, SMS is sent upon request. In this case, the return of delivery status is not supported. In reports, the message will receive the status “Delivered” if a positive response to the request is received from the SMS provider.

Through routing, multiple gateways can be created in the program, which will be used to send messages to different mobile operators.

IMPORTANT!!! SMS can only be sent when using auto-notification, for specified order statuses, to send an activation code in the client application or widget for the website, as well as to send a discount number. Mass mailings for clients should only be done through the SMS provider’s personal account.

Gateways

In this section, the integration of DLS-Soft software and the selected SMS provider is configured.

To create a new integration, click on the green “Add” button, and then fill in the following settings (all data is provided by the SMS provider):

• Name – Specify an arbitrary name for the SMS gateway, which will be used for its identification.
• Host – Specify the domain of the service that will send SMS messages.
• Port – Specify the allowed port of the provider’s server through which requests for sending SMS messages are received.
• Username – Specify the login used for authorization on the SMS provider’s server.
• Password – Specify the password used for authorization on the SMS provider’s server.
• Signature – Specify the sender’s name (alpha name) to be used when sending SMS messages to the end recipient. It represents a digital/alphanumeric/mixed value displayed on the recipient’s device as the sender’s identifier.

After completing the settings, click the “Save” button.

IMPORTANT!!!

Before configuring the gateway, it is necessary to check with the provider whether they use IP address binding. If an IP address is required for sending messages, contact LigaTaxi technical support to obtain the program server’s IP address.

If messages are not being sent, ensure that Routing is configured.

If messages in reports have a status of “Error” in sending, contact DLS-Soft technical support, providing all the gateway configuration details in the request.

If the provider’s server does not return the delivery status within 3 minutes, the program will set the message status to “Status Unknown,” and the operator’s workstation will display “SMS not delivered.

Routing

In this section, you need to specify the mobile operators to which the created gateway should send messages. This allows using different gateways to work with different mobile operators, which can help save on message delivery.

To create a route, click on the “Add” button and fill in the following settings:

• Name – Specify an arbitrary name for the route.
• Mobile Operators – Specify the mobile operators to which SMS messages should be sent from this gateway. Place the cursor in this field to display the list of available operators for selection. If the desired operator is not in the list, contact DLS-Soft customer support.
• Dropdown list “SMS Gateway” – Choose the configured SMS gateway through which messages will be sent via this route.

Client mobile apps

The mobile application for car booking, DLS-soft, enables communication between the taxi service client and the dispatch center without making phone calls. This allows for the quickest possible car dispatch without spending 10-15 minutes on the phone with an operator, which often happens during rush hours, holidays, or weekends.

Thanks to the DLS-soft application, created orders go directly into the system and are immediately sent for distribution. Reducing human involvement in this process maximizes the speed of car dispatch and, consequently, customer satisfaction with the taxi service.

The client application, DLS-soft, possesses all the best features of modern software for car booking:

• Automatic calculation of trip costs according to the service’s tariffs
• Use of current geolocation to determine the pickup address, eliminating the need for manual address entry
• Ability to track the driver’s location as they move towards the client’s location based on the accepted order
• User-friendly interface allowing users to view their trip history, check bonus points balance, repeat previous orders, create a list of frequent addresses for quicker input, and many other useful functions.

The client application, DLS-soft, is available for installation on devices running on Android and iOS operating systems. The application is fully compatible with over 90% of all mobile devices on the market.

IMPORTANT!!! The “Client Application” section becomes available only with the additional option “Client Application” connected. For more information on activation, you can inquire in the DLS-soft technical support chat or from your personal manager.

IMPORTANT!!! Within one user account, it is possible to create multiple different applications and use completely different settings for them.

Let’s consider the purpose of fields in the client application settings in more detail:

1. “General” tab:

• Profile Name: the name of the client application within the service account. It may differ from the application name in the markets.
• “Phone Number Verification” checkbox: enables/disables client verification via phone number. This verification helps prevent spam orders from malicious users and accidental registrations in the application. Note that verification requires a properly configured and functioning SMS gateway.
• Car Options: specify which of the configured car options in the service account will be available for selection by the client in the taxi booking application.
• Driver Requirements: specify which of the configured driver requirements in the service account will be available for selection by the client in the taxi booking application.
• Cancellation Reasons: in this field, you can specify cancellation reasons from which the client can choose when canceling an order they’ve made.
• Show Cars: determines whether the client can see available service cars in their application. Note that regardless of the selected option, only available cars are displayed. Three display types are available:
  • Show all cars: all available service cars will be displayed on the map in the application regardless of the car type.
  • Hide all cars: no available service cars will be displayed on the map in the application.
  • Show cars according to the selected type: only cars of the selected type, which the client chooses for car dispatch, will be displayed in the application.

Displaying a large number of vehicles on the map may require the application to utilize additional resources of the mobile device, therefore data may be loaded with a slight delay.

Populated areas – in this field, you can specify a list of populated areas where car pickup will be possible. Simultaneously, you can specify no more than 5 populated areas for pickup. If more need to be specified, it is necessary to use objects such as “district” or “region” instead of specific populated areas.

Minimum pickup time – specify the value in minutes. This value will be added to the order creation time and will form the minimum acceptable pickup time for the car.

Maximum pickup time – specify the value in minutes. This value will be added to the order creation time and will form the maximum acceptable pickup time for the car.

“Edit trip cost” checkbox – when this checkbox is active, the client will be able to propose their own trip cost to the taxi service (within customizable limits). In the active position, the checkbox adds the following settings fields to fill in:

Maximum increase amount – the value in currency by which the client can increase the proposed taxi service trip cost at their discretion.

Maximum increase percentage – the percentage of the calculated taxi service trip cost by which the client can increase the trip price at their discretion.

Maximum decrease amount – the value in currency by which the client can decrease the proposed taxi service trip cost at their discretion.

Maximum decrease percentage – the percentage of the calculated taxi service trip cost by which the client can decrease the trip price at their discretion.

Cash payment type – in the field from the dropdown list, it is necessary to set the correspondence for the cash payment type used for the order.

Credit card payment type – in the field from the dropdown list, it is necessary to set the correspondence for the payment type used for the order via credit card in the program.

Bonus payment type – in the field from the dropdown list, it is necessary to set the correspondence for the bonus payment type used for the order in the program.

Non-cash payment type – in the field from the dropdown list, it is necessary to set the correspondence for the non-cash payment type used for the order in the program (used for working with counterparts).

IMPORTANT!!! The payment type settings specified in this section have full priority over the settings specified directly in the order type with which orders are created from the application. Therefore, it is necessary to specify them here. In the order type, to avoid misunderstandings, it is advisable to specify the same payment types.

SMS gateway – in this field, it is necessary to specify the gateway through which SMS with verification codes and password recovery will be sent for the client application.

SMS for number confirmation – in this field, a message template is set in which the client will receive a code for verification in the application.

SMS for password recovery – in this field, a message template is set in which the client will receive a code to recover access to the application.

Dispatcher phone numbers – in this field, you can specify dispatcher phone numbers that the client will be able to see in their application and use to contact the operator. If necessary, you can add several numbers. To do this, place the cursor in the field, enter the required phone number, and press Enter.

Privacy Policy – this field specifies legal information regarding the processing of taxi service customers’ personal data.

Application description – this field is used to provide the client with a brief description of the application.

Driver connection method – a switch that allows enabling or disabling the option for the client to communicate with the driver. By default, it is turned off. With the “Client <-> Driver” value set, the client will see in their application the phone number of the driver who accepted their order.

Map provider – a dropdown list where you can specify the preferred option for the map service that will be used in the application for all clients.

“Show minimum trip cost” checkbox – when active, allows displaying information to the client about the minimum cost of a taxi trip when creating an order. Relevant if the client does not specify the desired destination address when calling a taxi.

“Allowed for use by counterparts” checkbox – when active, allows counterparts to order taxis through the application, bypassing the dispatch service.

“Destination address required” checkbox – when active, the client will not be able to create an order without specifying the final destination point of the route.

Driver name format – allows determining the format in which the name of the driver who accepted the order will be displayed in the client’s application. Combinations of three options are available: “First word from the full name”, “Second word from the full name”, “Third word from the full name”.

2. “Vehicle Types” Tab – This section sets the selection of vehicle types available for booking from the client application, which passengers can use. For each configured vehicle type, the following settings are used:

• Vehicle Type: From the dropdown list, select an existing vehicle type in the program to be associated.
• Name in the Application: In this field, specify the name of the vehicle type that the client will see when ordering through the application.
• Description: Allows you to provide information about this vehicle type that the client will see in their application (e.g., tariff for 1 km).
• Brief Description: Allows you to specify key information about this vehicle type (e.g., minimum call-out cost).
• Additional Information: Field for specifying additional details about the vehicle type (examples of car makes/models belonging to this type, etc.).
• Side View: In this field, you can upload an image to be used to display the vehicle type from the side in the application. Image format: png, size – 548×255 pixels (standard recommended size, other sizes can be used, but in this case, the final display may be incorrect).
• Top View: In this field, you can upload an image to be used to display the vehicle type from the top on the map in the application. Image format: png, size – 51×107 pixels (standard recommended size, other sizes can be used, but in this case, the final display may be incorrect).

3. “Order Types” Tab – This section contains settings for mapping order types for receiving requests from the client application on different platforms. For each of them (iOS and Android), you can set either a separate or the same order type with which they will be created in the program. It contains two settings fields:

• API Key: From the dropdown list, select the application key to further assign the required order type to it.
• Order Type: From the dropdown list, select the order type to be used for creating requests for the selected API key.

4. “FAQ” Tab – This section allows the taxi service administration to provide answers to the most frequently asked questions encountered when using the application. To create a question-answer pair, click the “Add” button. The window for creating a question-answer contains the following settings fields:

• Question: Specify the question in this field to which an answer will be provided.
• Answer: In this field, provide a detailed answer to the question asked.

5. “Newsletters” Tab – This section allows conducting newsletter campaigns to clients who have the application installed, similar to newsletters for drivers. Currently, this section is not yet implemented; please stay tuned for updates to the client application.

After filling in all the necessary settings fields, click the “Save” button.

Integrations

In this section, the integration of DLS-Soft software with external taxi order exchanges, photo control options, and driver registration is carried out. Additionally, the integration section includes the ability to configure webhooks – requests that notify external services of events from the DLS-Soft software.

IMPORTANT!!! In the basic version of the program, only the “Webhooks” and “Exchange” tabs are available in this section. Other integrations with external services are additional paid options and are not available under the standard tariff conditions. For more detailed information, please contact your personal manager.

Webhooks

In web development, a webhook is a method of extending or altering the behavior of a web page or web application using callbacks. These callbacks can be supported, modified, and controlled by third-party users and developers who are not necessarily associated with the original website or application.

In the DLS-Soft program, there is support for a large number of webhooks, which can be used to modify the program’s functionality externally when necessary. An external service can receive information about the following events:

• Order events: Provides data on the creation and status changes of orders.
• Driver events: Provides data on changes in driver status, shift opening/closing, receipt of an “SOS!” signal, etc.
• Order menu: Retrieves information about the order, allowing external services to be informed about specific changes in the order status.
• Driver menu: Triggered when the driver reaches a certain status (“Available”, “On a ride”, “On break”, etc.).

The functionality of webhooks significantly expands the capabilities of the DLS-Soft software and, when combined with the use of our open API, allows for specific behaviors tailored to the specific conditions of the service operation.

For more detailed information about webhooks, please contact our customer technical support service.

Exchanger

In this section, the integration of DLS-Soft software with the company’s internal exchange is configured. Its functionality allows for a full exchange of orders between different taxi services operating in the same area. Integration is carried out simultaneously with partner services. Integration can be either two-way or one-way – for example, a service may only purchase orders from a partner or only sell requests that its own drivers cannot fulfill on time.

To connect the integration, it is necessary to fill in the following settings fields:

• Checkbox “Enabled” – activates the exchange. It is recommended to activate after filling in all other settings fields.
• Service Name in the Exchange – specify the name under which all orders from your service will be sent to the exchange.
• Contact Phone Number – specify the current contact phone number of the authorized person of the service. It will be displayed to all company partners in the exchange.
• Contact Email – will also be displayed to company partners. In addition, notifications about partnership changes or requests for adding a new partner will be sent to this email.
• Checkbox “Control Timely Car Delivery” – when the checkbox is active, orders will only be offered to available drivers of partners who can timely deliver the car to the pickup address.
• Order Type – orders purchased in the exchange will be created with this type at the workstation.
• Order Placement % – percentage of the order cost for which the company sells the order in the exchange.
• Max. Order % Takeover – the maximum % of the order cost. Orders that are sold for more than this percentage will not be displayed to drivers in the application.
• Checkbox “Take Orders” – when the checkbox is active, drivers can take orders from the exchange.
• Checkbox “Give Orders” – when the checkbox is active, orders can be sent to the exchange either by auto-distribution or from the operator’s workstation.
• “Payment Types” Block – in this block, specify the correspondence between standard payment types and payment types existing in your service.
• “Vehicle Types” Block – in this block, specify the correspondence between standard vehicle types and vehicle types existing in your service.
• “Vehicle Options” Block – in this block, specify the correspondence of the standard set of vehicle options with those created in the company. If an order is created with an option that is not specified in the integration, an “Internal server error” will occur when saving the order.
• “Driver Requirements” Block – in this block, specify the correspondence of the standard set of driver requirements with those created in the company. If an order is created with a requirement that is not specified in the integration, an “Internal server error” will occur when saving the order.

After filling in all the settings, click the “Save” button.

If necessary, individual conditions for cooperation with each partner can be configured. To do this, go to the “Partners” tab. You will see a list of all available company partners. To edit the connection with them, click on the row of the desired partner. A settings editing window will open, which includes the following fields:

• Order Placement % – percentage of the order cost for which your company sells the order to the partner.
• Max. Order % Takeover – the maximum percentage of the partner’s order cost that drivers of your service can accept.
• Checkbox “Take Orders” – drivers can take orders from this specific partner.
• Checkbox “Give Orders” – orders can be sent to the exchange for this specific partner either by auto-distribution or from the operator’s workstation.

In addition, the window contains the partner’s contact information, as well as the terms of cooperation with your company from their side.

Registrtion driver

The program provides the option to enable automatic driver registration. This functionality is enabled in the Administration – Integrations section. To enable this feature, please contact technical support chat.

• Driver Group: Specifies the group to assign to a driver who has just completed registration.
• Working Condition: Determines the condition to be assigned to a driver during registration.
• Minimum and Maximum Call Sign Numbers: Sets the range for assigning call signs to drivers registering themselves.
• Driver Balance After Registration: Sets the driver’s balance value after registration.

Click “Save”.

Please note!!! During driver registration, a confirmation code is sent via SMS. To do this, you must have an SMS gateway connected.

It is also recommended to create a separate group for drivers who register themselves. After verification, the administrator can move them to the appropriate group.

Instructions on how driver registration works from the driver’s side and the driver application can be found in the manual.

Cash

In this section, all financial transactions of the three main categories of program entities – drivers, users, and counterparts – are displayed. Information for each of them is presented in a separate subsection.

In addition to viewing information about conducted financial transactions, it is also possible to create a new payment for the required user, driver, or counterpart.

Drivers

In this section, all financial transactions related to the company’s drivers are displayed, arranged from the most recent transaction to the earliest. The table provides comprehensive information including the time of the transaction, the driver’s call sign associated with it, the type and amount of the transaction, and the balance state after its completion. Additionally, information about the payment source and comments related to it are also displayed.

If necessary, there is the option to filter records based on parameters such as the transaction date, driver’s call sign, transaction type, and the user who conducted the transaction.

To conduct a new payment, you need to click on the green “Add” button. Afterward, a payment form will open, where you are required to fill in the following fields:

• Dropdown list “Driver”: Select the driver’s call sign from the dropdown list to which this payment will be applied.
• Dropdown list “Transaction Type”: Choose the desired transaction type from the dropdown list. The available types are:
  • Refill: The driver’s balance will be increased by the specified amount.
  • Debit: The driver’s balance will be decreased by the specified amount.
  • Advance Payment: Represents a temporary refill of the driver’s balance, the amount of which will be deducted at the specified expiration time.
• Amount: Specify the value of the payment to be made.
• Comment: Optional field. If necessary, the user conducting the payment can provide its purpose or other relevant information in this field.

After filling in all the payment fields, click the “Save” button. The payment will be processed and displayed in the general list within the section.

Users

In this section, all financial transactions related to the company’s users are displayed, arranged from the most recent transaction to the earliest. The table provides comprehensive information including the time of the transaction, the user to whom it was applied, the type and amount of the transaction, and the balance state after its completion. Additionally, information about the payment source and comments related to it are also displayed.

If necessary, there is the option to filter records based on parameters such as the transaction date, user, transaction type, and the executor who conducted the transaction.

To conduct a new payment, you need to click on the green “Add” button. Afterward, a form will open, where you are required to fill in the following fields:

• Dropdown list “Transaction Type”: Choose the desired transaction type from the dropdown list. The available types are:
  • Refill: The user’s balance will be increased by the specified amount.
  • Debit: The user’s balance will be decreased by the specified amount.
• Dropdown list “User”: Select the user from the dropdown list to whom this payment will be applied.
• Amount: Specify the value of the payment to be made.
• Comment: Optional field. If necessary, the executor conducting the payment can provide its purpose or other relevant information in this field.

After filling in all the payment fields, click the “Save” button. The payment will be processed and displayed in the general list within the section.

Contractors

In this section of the program, all financial transactions with counterparts are reflected, i.e., with companies that the taxi firm collaborates with for non-cash settlements. To initiate a new payment, you need to click on the green “Add” button. After that, a payment form will open, where you need to fill in the following fields:

• Dropdown list “Counterparty”: Specify the counterpart profile from the dropdown list to which this payment will be applied.
• Dropdown list “Transaction Type”: Choose the desired transaction type from the dropdown list. The available types are:
  • Refill: The counterpart’s balance will be increased by the specified amount.
  • Debit: The counterpart’s balance will be decreased by the specified amount.
• Amount: Specify the value of the payment to be made.
• Comment: Optional field. If necessary, the user conducting the payment can provide its purpose or other relevant information in this field.

After filling in all the payment fields, click the “Save” button. The payment will be processed and displayed in the general list within the section.

Reports

This section of the program gathers tools for generating various reports on the company’s operations, including both summarized and detailed information. The current functionality allows displaying data in both tabular and graphical formats, achieving both accounting precision and visual clarity in presenting the taxi service’s performance across all areas.

In the basic version of the program, there is a pre-installed set of reports that includes standard tools for analyzing the service’s operations. All of them are customizable, and you can easily tailor each report to the specific needs of your service. Additionally, there is the possibility to create an unlimited number of new reports of different types. To do this, simply click on the “Create Report” line at the end of the report list in this section.

When creating a report, a editor window opens, in which you need to:

1. Select the report type: From the dropdown list of reports, choose the one that best suits the task at hand. Currently, there are 29 types of reports available. IMPORTANT!!! It is necessary to understand that different types of reports are aimed at displaying information on different topics, and one or several types of reports may be suitable for specific purposes.

After selecting the report type and clicking the “Next” button, you will enter the report field settings window. It includes several blocks:

• Report Name: Specify the name of the report, under which it will be displayed in the general section list. IMPORTANT!!! It is advisable to indicate the report type in the name so that all program users with access to this section understand which report they are working with.
• Fields Block: This block allows you to configure the fields of the report table. To add fields, simply click the “Add more” button below the bottommost field. Some fields have the option to add predefined filters – settings that will affect the display of information in a specific field.
• Sorting Block: In this block, you can select from the dropdown list the field by which all records in the report table will be sorted. If necessary, you can specify multiple sorting parameters. However, in such a case, it is necessary for the data fields not to conflict with each other (i.e., they represent different, unrelated parameters).
• Filters Block: In this block, you can select fields by which filtering of records in the report table will be possible. You can use any desired number of available filters for display.
• Totals Block: An optional report block that allows displaying summary information (totals) at the bottom of the report based on the selected fields. Such operators as “Sum”, “Count”, and “Average” can be used for the totals field.

Just like individual fields, predefined filters can be applied to the entire report, which will affect the display of information in the report at the stage of its formation (before applying the established filtering in the “Filters” block). To set a predefined filter for the entire report, click the blue “Predefined Filters” button in the top right corner of the report editor window. The “Filters” window, individual for each report type, will open. Here you can specify filters that will be applied to the entire report. IMPORTANT!!! It is important to remember about using predefined filters, as situations may arise during report display where part of the information requested by the main filters will not be displayed due to them.

After configuring the report as needed, click the “Save” button.

To display information in the report, set the desired parameters for display in the “Filters” block and click the “Generate Report” button in the top right corner of the report page. The process of generating the report will begin, and after its completion, the information will be displayed on the screen.

If necessary, the generated report can be exported from the program to an Excel file. To do this:

1. Generate the report with the desired filters.
2. Display the entire report on one page – to do this, use the “Show” switch to set the maximum number of records (50000).
3. In the top right corner of the report table, click the “Excel” button.

Eventlog

This section represents a page where all actions performed by drivers and users of the program, as well as actions related to orders, are displayed.

Using the event log, you can obtain information about the sequence of actions performed by users within a specific time frame.

There is the possibility to filter data using the “Filter” block on the right side of the page, as well as to refresh the information – to do this, simply click on the green “Refresh” button in the top right corner of the screen.

Support

This section is designed for recording your inquiries to our support service and providing feedback on any issues that have arisen.