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Academy

TripManager

  • Setting Up Your Account

    In this article you will find information on how to update your company info, add default notes, add your bank details to your invoices, add your terms and conditions, enable DocuSign, and choose your default quote style. When you have access to Trip Manager start by updating these tabs to make your workflow smoother.

    Updating Company Information

    Add your company details, logo and website link under the Company tab:

    Add Default Notes

    Update the default notes on quotes and emails under Company → Settings → Trips, in Trip Manager. When you update the default notes your workflow in Trip Manager will be faster and more efficient:

    Add Bank Details to Invoices

    Update your payment information under Invoice/Expense tab. The provided bank details will be listed by default on your invoices. 

     

    Add Your Terms and Conditions

    You can add your Terms and Conditions that will be sent out with your quotes and a contract that you can send with the invoice. You have the option to send these documents with all quotes automatically or just add them when you send your quote. 

    There are two ways to add your Ts&Cs, as a text document or as a PDF file under Settings → Documents:

     

     

    Enable DocuSign

    Under the Integrations tab you can enable DocuSign if you have an account with DocuSign.

    Choose Your Default Quote Style

    Once you have selected an option by default, all your quotes will be in the same model. You can always change the quote when you personalize your document under Company → Settings → Reports to choose your favorite template. You can also select the information you want to have on the Passenger Trip Sheets and Pilot Trip Sheets by clicking on Customize Trip Sheets:

     

     

     

     

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  • Creating a Professional Quote

    This article will show you how to create a professional quote in Avinode Trip Manager. Please make sure you are on the Trip Manager tab on the home page.

    Step 1: Go to Trips 

    Step 2: Create a Quote and fill out all corresponding information below.

    Note: under Itinerary you may add additional legs by clicking the green plus button on the lower right hand corner of that section.

     

    trip_manager_create_a_quote.png

    Step 3: Click on Add notes & additional aircraft tab below to add notes and additional aircraft. You may also add a generic tail to this quote by clicking the drop-down arrow next to add aircraft.

    Step 4: Click save quote and it's that simple!

    If you have any questions or need help please contact your Avinode support team at support@avinode.com  for assistance.

     

     

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