Descriptive Menu

Used to logout current user but keeps the Journease software open

Used to exit the Journease software

Toggles the map on/off

opens a second map in a separate window with added Trip list view

Allows you to switch between Bing and MapPoint as the map provider. (N.B. requires a MapPoint Licence)

Only used in the initial set up of Journease, this will usually be done by Journease staff before the App is released to your company

Create a new vehicle Type for use in Journease

Create a new Customer in Journease

Create a new transport supplier or employed driver

Book a quote or create a new job

Used to view, add new customers and amend stored customers (preferred method)

This is now incorporated within the Customer Details section

Used to create new Customer groupings and amend saved Groups

Used to manage regular reports sent to your customers. These can also be run from the reports Tab

Used to create new Suppliers/Drivers and to amend stored Suppliers/Drivers (preferred method)

Used to set Main depot Address and additional depots

Used to create additional costs that can be applied to jobs e.g. waiting time, Bridge Tolls

Used to manage pricing matrices for jobs e.g. price per mile, price per vehicle that will change depending on the job i.e. where no fixed price has been agreed

Used to set Zones for pricing e.g. London central congestion charge, can also be used to set capture zones for Trips.

Used to set VAT rates and codes for invoicing

Used to set various currency and exchange rates

Used to manage payment instructions for Sales Representatives 

Used to set up Status Codes that are used in Jobs and Trips

Used to add new and amend stored products that are commonly used for jobs

This is used to manage the default settings for how Journease looks, what emails are sent, and details for your accounts package

This is where your company logo image is uploaded and stored

This opens a search box where you can search for all previous sent emails and resend if required

Used to add and delete users for your copy of Journease (N.B. this is Log on users not Journease accounts)

Used to manage what privileges registered users have

Used to set the next available number for invoices/Jobs/Trips etc. (This will be set by the Journease staff when you go live and should not be changed after)

This is used to manage logon information for third parties such as Courier Exchange and Postcode Lookup

Used to manage users of Journease Mobile

Used to set up and manage SMS messages sent out for tracking purposes on Jobs and Trips

Used for managing Journease Back – end databases and customisations. (this will be set by Journease staff and should only be accessed by qualified members)

Used to add and manage Vehicle Types and services available (preferred method)

Used to manage Types of service e.g. same day, Parcel and also manage vehicles used for the specific service type

Used to add and monitor individual vehicles, this is where you can view information about vehicle checks and upcoming events like MOT and Service

Here you can print a form for manual vehicle checks, input data from vehicle checks and print reports for all outstanding defects

Here you can view all defects past and present by vehicle and print a defect report per vehicle

Users of Journease mobile can see their vehicle checks in real time here as they are produced by the mobile device, once saved these will also be visible in the Vehicle checks form.