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Welcome to TaxiOffice! This article provides a quick guide to getting started with TaxiOffice including initial configuration and adding your first job.
This article is just one of many support articles and guides for TaxiOffice available in our Knowledgebase. If you cannot find an answer to a question, please try the search facility found on each page or send a message to our support team.
Before you can start using TaxiOffice, your new instance first has to be provisioned. Provisioning is the process where we generate and pre-configure a new TaxiOffice instance. Provisioning is handled by our automated systems and typically takes 10 to 15 minutes to complete. Upon completion, you will receive a message confirming the provisioning and activation of the new TaxiOffice instance.
If you do not receive an activation message within 15-20 minutes, please contact our support team. Please note that new TaxiOffice instances will not be activated until payment has been received.
Once your new TaxiOffice instance has been activated, you can login and begin to configure TaxiOffice for your company. Open your web browser and go to the following address:
your.taxioffice.address/admin
For example, if you specified the address mytaxicompany.taxioffice.net during signup, enter the address.
mytaxicompany.taxioffice.net/admin
You should see a login screen. Enter admin for the username and the password you specified during signup.
Once logged in, you will automatically be taken to the First Time Setup wizard. This wizard will lead you through configuring the core details and settings of TaxiOffice. Don't worry if you don't have all of the details to hand - nearly all of the settings you define in the wizard may be changed later.
Not all fields or options need to completed within the wizard. Mandatory fields are in bold text.
To begin the wizard, click on the Next button.
The first form in the wizard deals with the core details of your organisation.
Once you have completed this form, click on the Next button.
This step of the wizard is where you define how and when your business operates. It is separated into two block: Opening times and Services.
This is stage of the wizard is where the contact information for your company is defined. These contact details are for both public (i.e. customer) and administrative use.
This stage of the wizard is where payment, VAT and general financial settings are configured.
Important: The value of Currency cannot be changed once specified.
If you are registered for Value Added Tax (VAT) or Sales Tax, please complete this section.
In the majority of instances, the values for Fares may be defined by your Local Authority. Please enter all values without any currency symbols.
This stage of the wizard is where you define the first driver in your company. At least one telephone number must be supplied for a driver, preferrably a mobile number.
When you reach this stage, the First Setup Wizard has been successfully completed and TaxiOffice is ready to be used.
Nearly all of the settings configured in the wizard may be changed later through Settings & Tools > Settings.
To continue to TaxiOffice, click on the Next button.
The TaxiOffice Dashboard is the standard welcome and information page for TaxiOffice.
To add a job, from within the Dashboard click on the Add Job button. Alternatively, you can go to Jobs > Add Job or click on the Add Job button found at the top of every page in the Admin site.
Whilst adding and managing jobs is the core activity of TaxiOffice, there are many other functions and capabilities including:
If you have a question or query, send our support team a message.