Automation starts with a complete request and a tariff you trust. This guide walks you through each step, from the journey details to your final confirmation.
1. Collect the details that determine the quote
Ask for the pick-up, destination, service date and local time, and the number of passengers and bags. Customers can add stops, waiting time or a return journey when needed. Selecting addresses from suggestions helps distinguish an airport terminal from a nearby hotel with a similar name.
DriveLink shows eligible automatic quotes before asking for contacts. Customers can request a copy with only their email, or provide their name, email, phone and privacy choice to accept an offer or request manual review. No customer account is needed.
2. Translate your tariff into explicit rules
Configure distance bands, vehicle categories, waiting rates, night supplements and the minimum quote. For a regular airport route, set one directional base price: every category uses its multiplier unless you set a custom price. The opposite direction has its own independent base and custom prices.
DriveLink calculates the route and applies your configured tariff. The Virtual assistant helps customers prepare their journey through conversation, asking for missing details and answering questions using available information. Customers review or edit the journey before requesting a quote. The assistant does not set prices, and free-text notes do not change an automatic quote.
3. Test familiar journeys before publishing
Use Try a quote to check a typical airport transfer, a night journey, a stop with waiting and a return. You can test saved rates or an unsaved tariff draft. The private test shows the calculation or why a request needs review, without creating a customer request or sending an email.
Compare the result with your own intended offer. If it differs, inspect the applicable rules before changing the tariff. A fixed route fare replaces the base fare; other applicable parts of your tariff can still affect the final offer.
4. Decide which quotes need your review
Quote review is enabled for new operators. You can review every quote, set an amount at or above which approval is required, or show eligible quotes automatically. Requests that cannot be priced reliably always require your review.
5. Confirm availability and hand off the job
Customer acceptance is followed by your confirmation of availability. Confirmation prepares driver text/PDF and queues Google Calendar delivery when connected. Check delivery status separately; an accepted offer still requires your availability confirmation.