Please head over to Settings > Zones > Your Desired Zone by clicking on the zones name. Click on the driver that will be allocated to the particular zone from the list on the left. By clicking on their name, they will move to the right. This means that they’re now allocated to your desired […]
Scheduling
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Allocating crew to zones
To allocate crews to zones, please head over to Settings > Zones > Allocate Crew to Zones. In this section, keep in mind that the crews kept on the left will mean that Brilion will Auto-Assign the crews by default. If you click on them, they will be allocated to the zone depending on which […]
Creating zones for your services
What are zones? A zone is a service area that your company covers. Admins and customers can only make a booking within that service area. With Brilion, you can create multiple zones or widen the zone area depending on your preference. To start setting up a zone, please head over to Settings > Zones. If […]
Adding primary and secondary address for a customer
To add an address for existing customer, please find that customer under the Customers tab. Once you click on the customer, a new tab will open up with the profile of the customer including every detail of them. Use the Action button and click on edit client. As you scroll, find the Add New address […]
Adding new user/admin for Brilion account
To add a new user or admin for your Brilion account, please navigate to Settings > User > + Add User. Please note that the super admin will only be able to create a new admin. Here, you will need to type in the admin name, their email and mobile. This will be required in […]
Adding a source such as Facebook, WhatsApp or other social media
To add a new source for your customers, which means that where they heard about you, please navigate to Settings first and choose Payroll from the top. Click on Provider on the left. At the right-hand corner, you’ll find the Add Source button. Click on it and type in the name of the source you […]
Adding a note that appears on every job
While making a booking, you can always a note for the crews by navigating to the Notes section on the right side of the booking page. Here in the case of David, we can see that the Notes has “1 crew” mentioned. This will be visible to the crew and this will notify them that […]
Adding a crew member and generating password for the crew app
While adding a crew member under Staff > Crews > + Add Crew (on the right side), you can see that the Company ID, e-mail/Username and Password is present. Fill in their email, which will also be their Username. Leave the password blank as Brilion will auto-generate a password for them once you hit Save. […]