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Home
Knowledge base
Getting started
Day 2 day use
1
Perform an inspection
Fleetmanagement
0
Articles
8
What terminology is used?
Where can I find the version number?
How can I export the data?
Where can I see who modified what?
How can I see which fields are mandatory?
See all 8 articles
FAQ's
1
At what level can parameters be set?
Planning
Configuration
4
Can I customize the filter bar according to my personal preference?
Single klik op de planning
Set pool filter at user level
Showing Pools according to your personal preference
Articles
3
Quickly move reservations
Automatically reschedule contracts without resource
Make your memos visible on the planning
FAQ's
4
Can I still change the check-out time?
What are magnetic contract or calendar times?
I can't find my vehicle in the schedule
How can I cancel a check-in?
Dashboard
Articles
4
"Actions" tile
Adding actions on the home screen
"Check-out" tile
"Alerts" tile
FAQ's
2
What are the buttons in the top right for?
Can I adjust the filter bar?
Resources
Configuration
6
Manage damage templates
Manage resource types
In this screen, you can register the cost of the resource
Minimum and maximum age of the driver
How do I set the checklist?
See all 6 articles
Articles
8
Print the damage report of a vehicle
Create a recurring alert
Default driver
Cost detail of the car
How to fill in financial or insurance data in bulk?
See all 8 articles
FAQ's
2
How can I delete a vehicle?
The current pool of the resource changes without anyone modifying it
Customers
Configuration
5
Various customer statuses
Customer settings
Add customers
Private or business customer
Various customer groups
FAQ's
4
Can I give a customer a different price or discount?
The installation of the E-ID in Chrome/Edge fails
Can I check the open amount for a specific customer?
Why is the VAT number not found?
Contracts
Articles
13
Transfer kilometers to main contract
Automatically filling/suggesting address
General and specific conditions to be included
How do I carry out a check-out via ProPlanner?
What do the different contract statuses mean?
See all 13 articles
FAQ's
2
Error message 'Signature missing' is displayed, even though the contract has been signed
Can I hide the prices on a contract from the drivers?
Tablet
Articles
7
Quickly change user on tablet
Quickly change branch on the tablet
Carry out inspections using a tablet
Uploading Tablet Photos to ProPlanner Web Version
How do I carry out a check-out using a tablet?
See all 7 articles
Pricing
Configuration
1
Specific rate per contract per resource
Articles
2
Manual creation and modification of rates
Simple indexing of rates
FAQ's
1
Are my rates correctly configured?
Invoices
Articles
6
Just billing vs periodic billing
Sending invoices
Extended billing
Mark invoices as "Fully paid"
Contract vs actual
See all 6 articles
FAQ's
7
Can I delete invoices?
How do I adjust the numbering of the invoices?
Can I invoice multiple contracts on one invoice?
When will my contract be invoiced?
How can I customize the customer after check-in?
See all 7 articles
Insurance
FAQ's
1
How can I define exemptions?
Reports
Articles
5
Expansion of the rolling resource balances
Overview of unregistered mileage
Managing and Consulting Ad Hoc Reports
Revenue report
Profitability report of the resource
Communication
Configuration
1
Document Templates
Articles
4
Communication to customer and/or driver
When will the reminder email be sent?
Sender data
Template management
FAQ's
2
Can I customize the email address from which emails are sent?
Emails end up in unwanted mail (SPAM)
Users and rights
Configuration
2
Creating new users
Password security settings
Integrations/Modules
Articles
14
Collections
Loan periods
Pick Up and Deliver
Supplements
Carwash/pitstop module
See all 14 articles