24 STEPS
1 The first step is to open CTS Software - TripMaster and with your mouse, hover Master Pages
2 Click Company Master
3 Enter your company information.
4 When creating reservations the default account will auto populate and it will automatically generate a return reservation.
5 Enable Rider Reminders globally activates our automated calling feature if you've purchased it. Allow location edit allows editing a site from the reservation.
6 Require driver signatures if you want the drivers to sign off at the end of the day.
7 Round direct mileage if you want to bill whole numbers.
8 Cancel future rides after no show automatically cancels any other rides for that single day if the driver no shows the first leg of the reservation.
9 Reports events to LogistiCare if you receive rides from LogistiCare.
10 Return ride time offset will default the return time on a reservation to X minutes after the appointment time.
11 Mark trips late after will show the drivers route in red if they get X minutes after a pickup or drop off time.
12 Add mailing address by clicking Select Site.
13 Click Search by site name or address...
14 Type Search by site name or address...
15 Click highlight
16 Click Save
17 Click Select Site to add vehicle garaging address.
18 Click Search by site name or address...
19 Type Search by site name or address...
20 Click 451 - 451, Portland ME Code: P
21 Click Select location to geocode the address.
22 Click Save
23 Click Save
24 That's it. You're done.