{"id":10798,"date":"2024-09-10T14:19:00","date_gmt":"2024-09-10T14:19:00","guid":{"rendered":"https:\/\/www.limoanywhere.com\/?p=10798"},"modified":"2024-10-28T17:24:14","modified_gmt":"2024-10-28T17:24:14","slug":"tracking-reservation-incidents-in-limo-anywhere","status":"publish","type":"post","link":"https:\/\/www.limoanywhere.com\/2024\/09\/10\/tracking-reservation-incidents-in-limo-anywhere\/","title":{"rendered":"Tracking Reservation Incidents in Limo Anywhere"},"content":{"rendered":"\n

A Reservation Incident can cover anything that happens during a trip, ranging from issues that may result in extra hours or refunds to situations that impact overall client satisfaction. Tracking incidents ensures that both financial aspects\u2014like extra charges or credits toward future service\u2014and non-financial matters, such as service quality or customer experience, are addressed throughout the year and brought to resolution. In this blog, we’ll walk through how you can use Limo Anywhere to track and manage incidents effectively.<\/p>\n\n\n\n

How to Add an Incident to a Reservation<\/strong><\/h3>\n\n\n\n
From the Reservation:<\/strong><\/h5>\n\n\n\n
    \n
  1. Open the reservation associated with the incident that occurred.<\/li>\n\n\n\n
  2. In the upper-right corner, click the More<\/strong> button. <\/li>\n\n\n\n
  3. Select Incident<\/strong> from the dropdown menu.<\/li>\n<\/ol>\n\n\n\n
    \"\"<\/figure>\n\n\n\n

    4. A pop-up will appear\u2014enter a detailed description of the incident.<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    5. Click Save Log<\/strong> to store the incident.<\/p>\n\n\n\n

    6. Once saved, close the Incident window.<\/p>\n\n\n\n

      \n
    1. <\/li>\n<\/ol>\n\n\n\n
      From the Dispatch Grid:<\/strong><\/h5>\n\n\n\n
        \n
      1. Right-click on the trip to bring up dispatch options.<\/li>\n\n\n\n
      2. Select Detailed Edit<\/strong> from the dropdown menu.<\/li>\n<\/ol>\n\n\n\n
        \"\"<\/figure>\n\n\n\n

        3. Add or edit the incident details in the Incident Report<\/strong> field. <\/p>\n\n\n\n

        4. Click Save & Stay<\/strong> or Save & Close<\/strong>.<\/p>\n\n\n\n

        \"\"<\/figure>\n\n\n\n

        Resolving an Incident<\/strong><\/h3>\n\n\n\n
          \n
        1. Reopen the unresolved incident, either from the Reservation screen or from the Dispatch Grid.<\/li>\n\n\n\n
        2. Add further information explaining how the incident was resolved.<\/li>\n\n\n\n
        3. Check the box marked Incident Resolved<\/strong>.<\/li>\n\n\n\n
        4. Click Save Log<\/strong> and close the window.<\/li>\n<\/ol>\n\n\n\n
          \"\"<\/figure>\n\n\n\n
          Add an Incident Red Flag to the Dispatch Grid<\/strong><\/h5>\n\n\n\n
            \n
          1. From the Dispatch Grid, select Grid Setup<\/li>\n<\/ol>\n\n\n\n
            \"\"<\/figure>\n\n\n\n

            2. Look for the option labeled \u2018Incident Report\u2019 under the \u2018Grid Setup\u2019 tab.<\/p>\n\n\n\n

            3. Click on the check box to the left of the words \u2018Incident Report\u2019.<\/p>\n\n\n\n

            4. Move the \u2018Incident Report\u2019 column to the appropriate location on your grid.<\/p>\n\n\n\n

            5. Click the \u2018Update Dispatch Grid Fields\u2019 button.<\/p>\n\n\n\n

            Once an incident is added, a red flag icon will appear in the Incident column. Hovering the flag will allow anyone viewing the Dispatch Grid to see full incident details without having to click into the reservation.<\/p>\n\n\n\n

            Generating a Reservation Incident Report<\/strong><\/h3>\n\n\n\n
              \n
            1. Click the \u2018Reports\u2019 icon in the Navigation Bar<\/li>\n\n\n\n
            2. Scroll to the bottom of the \u2018Reports\u2019 screen and you will find the \u2018Reservation Incident Report\u2019 module on the right-hand side.<\/li>\n\n\n\n
            3. Select the \u2018Date From\u2019 and \u2018Date To\u2019.<\/li>\n\n\n\n
            4. (OPTIONAL) Uncheck the check box for \u2018Unresolved reports\u2019, if you would like to see both resolved and unresolved incidents.<\/li>\n\n\n\n
            5. (OPTIONAL) Select filtered by options such as \u2018Billing Contact\u2019, \u2018Company\u2019, \u2018Driver\u2019, and\/or \u2018Car\u2019.<\/li>\n\n\n\n
            6. Click the \u2018GENERATE REPORT\u2019 button.<\/li>\n<\/ol>\n\n\n\n
              \"\"<\/figure>\n\n\n\n

              In conclusion, tracking reservation incidents in Limo Anywhere ensures your company remains proactive in resolving both financial and service-related issues that arise during a trip. This functionality not only helps maintain customer satisfaction but also improves operational efficiency by providing a structured way to log, monitor, and resolve incidents. Utilizing features like red flagging on the Dispatch Grid and generating detailed incident reports allows you to stay on top of any service disruptions and ensure every issue is addressed promptly, fostering trust and reliability with your clients.<\/p>\n\n\n\n

              Support Resources:<\/strong><\/h3>\n\n\n\n