Where it usually breaks
And how to keep it from happening.
- Charges are invoiced before anyone confirms the trip happened as sold.
- A disputed trip is billed anyway and the dispute escalates.
- Evidence is entered by someone other than the driver.
- Tour Operator Software
- Process
- Completion and charges
Completion and charges
From completion evidence to invoiced trip charges.
Step by step
-
Submit evidence Driver
The driver records the hand-over time, the recipient and proof.
- Evidence pending
- Updates Delivery evidence
-
Confirm completion Evidence Reviewer
The evidence reviewer confirms the evidence, which completes the trip with the observed time and approves its draft charges.
- Trip completed; charges approved
- Updates Delivery evidence, Trips, Trip charges
ApprovalA person approves before the work moves on. -
Handle disputes Evidence Reviewer
If the reviewer disputes the evidence, the trip's charges stay in draft until the dispute is settled.
- Evidence disputed; charges held
- Updates Delivery evidence, Trip charges
-
Invoice charges Billing Clerk
The billing clerk invoices approved charges.
- Charges invoiced
- Updates Trip charges
Who does what
Roles and permissions- Driver
- , Evidence Reviewer, Billing Clerk.
Set up Tour Operator Software your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.