One of the biggest shortcomings of dispatch tech like Limo Anywhere, Moovs, FastTrak and others is that it forces operators to focus around the reservation instead of the client.
SimpleTech is a relationship-centric management system, ideal for solo operators and operators that pursue close client relationships.
Basic CRM for Owner Operators
SimpleTech offers 2 separate contact categories to separate clients from driver relationships
When adding a client, you can tag them with relevant organizational tags to help with searches later.
As your client list grows, you can filter to quickly find relevant tags. Very helpful with re-marketing.
Opening a contact card shows 3 tabs: Client is like your phone contacts with basic client info
Passengers lets you add people your client - whether a parent, or EA - books and pays on behalf of
Comms provides pre-written follow-up messages. Tap a message, attach your contact card, and send.
Each contact card also has the client's complete trip history with date/time stamps, prices, and a payment status.
Better Tool for Organizing Your Network
Driver contacts has two tabs: List shows your contacts organized by state, alphabetically
Map shows the same contacts on a map so you can visually see where you have relationships
Both views allow you to filter to find who you need by city, vehicle type, and more.
Each driver contact also has a contact card just like clients, and each card also has a complete history of the trips that each driver contact has done for you. At any time, you can go back and find out which driver did a job for you with a particular client.
And that's just the beginning. SimpleTech also:
Creates reservations
Creates quick-entries of trips already complete
Sends confirmation emails or texts
Provides upcoming trips in a calendar
Archives past trips in a searchable format
Allows you to record which driver did a job
Let's you mark trips as paid/unpaid (by the client)
Lets you mark a trip as paid or owed (to the driver)
Keep notes on each client or driver
and more