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Add a New User .........................................................................................................................................................................................19 General Information .................................................................................................................................................................................19 Employment.................................................................................................................................................................................................21 Mobile Settings ..........................................................................................................................................................................................22 Comments ....................................................................................................................................................................................................23 Permissions ..................................................................................................................................................................................................23 Billing Considerations Regarding Users ...........................................................................................................................................24 Step 2: Add Locations and Zones ............................................................................................................................................................25 How to Add Locations .............................................................................................................................................................................25 How to Add Zones ....................................................................................................................................................................................27 Step 3: Add Customers ...............................................................................................................................................................................29 To Add Customers Manually.................................................................................................................................................................29 To Add Customers in Bulk .....................................................................................................................................................................30 Step 4: Configure Pricing ...........................................................................................................................................................................31 To Setup Pricing in OnTime...................................................................................................................................................................31 Remember These Steps for Pricing Setup .......................................................................................................................................54 Step 5: Setup Notifications .......................................................................................................................................................................56 To Create a New Workflow Action .....................................................................................................................................................56 Setup Driver Notifications ......................................................................................................................................................................60 Checking the Status of Notifications .................................................................................................................................................62 Step 6: Configure Company Settings ....................................................................................................................................................63 Step 7: Test, Test, Test .................................................................................................................................................................................65 Testing Dispatcher Tasks ........................................................................................................................................................................65 Testing Driver Tasks ..................................................................................................................................................................................65 Testing Notifications ................................................................................................................................................................................66 Testing Prices ..............................................................................................................................................................................................67 OnTime User Guide. © 2015 Vesigo Studios. v
