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Getting started

2

Getting started with Movyx

The 4 steps to set up your Movyx workspace: vehicle types, cities and places, pricing grid, first contact. Then your first quote.

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Finding your way around your Movyx workspace

Side menu, top bar, notification bell, dark theme, help button: the landmarks you will find on every page of your Movyx workspace.

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Quotes

2

Create a quote in 5 steps

The 5-step quote wizard: grid or agency, vehicles, routes and returns, options, summary. The price comes from your pricing grid, never typed in.

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Send a quote and track its reply

Copy, print as a PDF, send by e-mail or WhatsApp, then mark the quote as sent, accepted or declined: tracking your quotes in Movyx, step by step.

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Pricing grids

3

Net rate or public rate?

Net or public grid: a type to organise your grids, with no effect on prices. The quote shows the grid rate; the commission is deducted from it.

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Filling in your pricing grid

The spreadsheet-style grid: sections, route lines, prices cell by cell with the Tab key, the On request mention, one column per vehicle type.

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Seasons, conditions and hourly hire

Season prices applied according to the date, night or surcharge conditions per section, hourly hire rates and the driver's meal on your grids.

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Agencies & Clients

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Agencies, clients and commissions

Agencies and direct clients: commission rate deducted from your rates, dedicated grids and a record with the quote history, applied to every quote.

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Pricing rules per agency or client

Discount, surcharge, free waiting time or special condition for a single contact, limited to a vehicle, a grid, cities or a season, with a priority.

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Job planning

1

Job planning and meet & greet sign

Plan transfers and hourly hires: the rate comes from your grids or from the quote, the status is tracked live, the driver gets a meet & greet sign.

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CRM

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CRM: client preferences and partnerships

Most requested routes, preferred or avoided driver, vehicles and preferences of each client; commission, grids and contacts of each agency.

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Drivers

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Driver absences and leave

Absence planning as a calendar or a matrix, one-off absence, recurring days off, approval of the requests sent by drivers from their workspace.

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A driver's workspace

What a user with the Driver role sees: their schedule, absence requests, hours, documents, fines, signatures and notifications, and nothing else.

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Vehicles

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Fleet documents and downtime

Registration, roadworthiness test and insurance, versioned with reminders 15, 10 and 3 days ahead; damage, inspection reports and downtime planning.

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Setup

3

Customise your quotes and your brand

Logo, brand colour, header colours, introduction and closing texts in French and in English, the sections shown on the quote and their order.

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Cancellation terms and waiting time

Cancellation text and tiers by time bracket, free waiting minutes per place type then hourly hire or custom rate: taken up on every quote.

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Invite your team and choose the roles

Invite a member by e-mail, User, Dispatch, Administrator and Driver roles, included and additional seats, deactivate or delete an account.

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General

1

Install Movyx on your phone

Add Movyx to your phone's home screen, switch on notifications, even when the app is closed, and find every page adapted to mobile.

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