The dashboard of the eCoachManager (eCM) provides an at-a-glance view of the most important information and metrics that drive your transportation business. Geared towards simplifying fleet management, the dashboard is intuitively designed for easy navigation and quick access to essential features.
Here's a brief overview of what you might find on the eCM dashboard:
Quick Overview: A snapshot of key metrics such as new quotes, new bookings, user quotes, new customers, issues,and many more.
Route and Booking Updates: Real-time information about upcoming trips, new bookings, and more.
Notifications and Reminders: System-generated reminders about tasks needing attention like license renewals, service schedules, etc.
Remember, the layout and contents of the eCM dashboard may vary depending on your company's specific needs and the customizations you have put in place. The goal of the dashboard is to present to you the most relevant data in an easily digestible and accessible format.
The local Date and Time of your region
Notifications - Notifies you of both Email and SMS
Call Back - Notifies you of upcoming callbacks
Profile - User profile that is currently logged on the system
The search feature in eCoachManager allows users to quickly find specific information within the system. It enables users to input keywords or criteria related to clients, jobs, invoices, drivers, or any other relevant data. The search functionality then retrieves relevant results, making it easier for users to locate the information they need efficiently.
The Menu Bar in the eCoachManager (eCM) system is a key navigational tool that provides quick access to all of the system's core functions and features. While the precise layout can vary depending on individual configuration, a standard eCM Menu Bar may include the main following sections:
Home - Opens the Dashboard
Jobs - Opens a Sub-menu that allows you to create new jobs, view the latest and pending quotes, bookings, and many more.
Messages - Opens a sub-menu for the emails and SMS feature of the eCM.
Contacts - The Contacts section in eCoachManager acts as a central hub for efficiently managing all business contacts, including clients, suppliers, drivers, and staff. It enables organization, storage, and tracking of contact details and communication history, facilitating seamless collaboration across various business functions through categorization, search, and customization features.
Finance - The finance section in eCoachManager offers a range of tools for managing business finances. Users can track income, expenses, generate invoices, manage payments, and monitor financial reports. It also integrates with accounting software, handles tax matters, and facilitates client communication, ensuring smooth financial management.
Tools - Accessing the tools section of the eCM reveals a submenu containing essential utilities for comprehensive customization of jobs, quotes, vehicle settings, finances, invoices, external quote forms, messages, GUI appearance, and numerous additional functionalities.
Help - A critical tool for getting support from eCoachManager.
A quick access menu in the eCM is a user interface component designed to grant instant access to frequently used features or functions. It features five primary icons: Email Queue, Notes, New Job, Calculator, and Calendar View. Users can swiftly utilize these tools without the need to navigate through complex menus. Quick access menus are crafted to streamline workflow, boost productivity, and enrich user experience by providing convenient access to essential functions.
Click here to see the parts of the eCM Dashboard (Graphic User Interface)