Set Up Jet Cards
In this article you will learn how to set up Jet Cards and how to use them. Remember you will need to be in the Trip Manager tab on your homepage.
Step 1: Go to the Company→Jet Cards page.
Step 2: Select the create new button to create the Jet Card.
Name - where the user can establish the naming of the Jet Card. Ex: Platinum or Gold Jet Card program.
Customer- who should be associated with Jet Card balance and is the record you will use when quoting and scheduling trips.
Jet Card type- what the system will use to deduct the time when quoting and scheduling. We recommend to use Block time.
Initial Balance- The balance captured here is in hours.
Step 3: Click save. This will show you an overview of all Jet Card customers.
Using Jet Cards
Once the setup is complete, it's time to use the Jet Card for quoting and scheduling. The quote will show the Jet Card icon for the customer with a Jet Card and will show when hovering over the Jet Card icon.
Note: The system will not deduct any hours from the Jet Card when quoting.
Once the trip is scheduled, the system will give the user an option to charge the trip to the Jet Card balance. The Jet Card deduction is not automatic.
To charge the Jet Card balance, select the invoice tab and Charge to field.
This will show the total charge being deducted and the balance after.
Q: Does the system have a report to show all balances and customer activity?
A: Yes, we have a standard report that can be pulled under Company->Reports->Jet Card to show all customers and balances. Please see the example below:
Q: Does the system allow me to create an invoice with the Jet Card balance.
A: This is not something we support today. We have the option to create an invoice for a trip and the user can add a Payment. The user will need to convert hours into dollars if they want to use an invoice. Please see example below.
Q: Will I receive a notification for customers with expired or low balances?
A: No, this will need to be monitored in the system under the Jet Card page.