Add drivers and prepare them for the app
Create each driver's record and login, review their working settings, and prepare their invitation.
AdministratorsDispatchers
Product guide
Backoffice help.
Configuration, daily workflows, and troubleshooting for operational teams.
Assign resources and manage trip status
Match the intended driver and vehicle to a reservation, then advance status only when the real operation supports it.
Dispatchers
Check your first booking from start to finish
Connect your setup with one controlled booking and verify pricing, dispatch, the Driver App, and the resulting billing record before launch.
AdministratorsDispatchersFinance teams
Configure company and office details
Review company and office information, view company documents, and open Compliance to manage their records.
Administrators
Create quotes and reservations
Start a booking, save it as a quote or reservation, and process incoming quote requests from Dispatch.
Dispatchers
Get oriented in OpenLimo Backoffice
Find company settings, Website setup, compliance readiness, Dispatch, and finance in OpenLimo Backoffice.
AdministratorsDispatchersFinance teams
Initial platform setup checklist
Configure company details, fleet readiness, dispatch policies, pricing, payments, and the web booking flow before launch.
Administrators
Keep dispatch communications useful
Record concise operational context in the appropriate trip workflow without placing sensitive data in notes.
Dispatchers
Manage team access and permissions
Add operational users, assign the least access they need, and verify sensitive areas with a role-based test.
Administrators
Move from Backoffice to pricing and zones
Open Studio from Backoffice and find rate-plan prices, zone-rate editing, and service geography.
Administrators
Prepare fleet resources for operations
Prepare fleet records, review compliance readiness, and manage requirement packs and document actions before dispatch.
AdministratorsDispatchers
Review affiliate partner payouts
Reconcile partner work and payout amounts against accepted farm-outs before approving a financial outcome.
Finance teamsDispatchers
Review an affiliate farm-out workflow
Confirm partner, trip, assignment, and settlement context before sending work outside the operating company.
DispatchersFinance teamsAdministrators
Review and manage invoices
Confirm invoice scope, amounts, and payment history against the originating operational records.
Finance teams
Review driver pay, balances, and payouts
Reconcile driver work through settlements and balances before completing a payout.
Finance teamsAdministrators
Review operational integrations
Identify integration responsibilities and use Settings → Website for booking embeds and allowed website access.
Administrators
Review operations settings safely
Review Allow, Warn, and Block assignment policies and verify individual settings changes before dispatch use.
AdministratorsDispatchers
Review payment and preauthorization settings
Configure payment behavior with a finance owner and verify it using an approved, non-live test workflow.
AdministratorsFinance teams
Review payments, refunds, and credits
Trace payment history first, then use the adjustment that matches the approved financial outcome.
Finance teamsAdministrators
Review proformas before invoicing
Use proformas as a review step for billable work before creating or finalizing an invoice.
Finance teams
Set up customer accounts
Create the customer record used for pricing, booking policy, billing, and associated people.
AdministratorsDispatchers
Set up fleets, services, and vehicles
Connect your operating brand and service types to vehicle classes, then register the cars your drivers use.
AdministratorsDispatchers
Set up individuals and link their accounts
Add passengers and bookers, link them to customer accounts, and choose whether to invite them to sign in.
AdministratorsDispatchers
Set up tenant access and your team
Start in the correct operating company, confirm administrator access, and add your Back Office team.
Administrators
Set up your company and locations
Enter company identity, regional settings, branding, and the locations your operation uses.
Administrators
Troubleshoot a missing or unexpected Dispatch item
Check date, view, filters, reservation state, and permissions before recreating work or escalating an issue.
DispatchersAdministrators
Troubleshoot an unexpected Billing amount
Trace the amount from report or invoice back to its contributing records before applying an adjustment.
Finance teamsAdministrators
Understand Backoffice settings
Find Backoffice settings and configure website addresses, DNS, booking embeds, and Allowed websites.
Administrators
Understand the Backoffice Billing workspace
Navigate receivables, partner payouts, driver pay, and reports while preserving the distinction between each workflow.
Finance teamsAdministrators
Use Billing reports responsibly
Choose the report that answers the business question and record filters and timing with exported results.
Finance teamsAdministrators
Use the Dispatch board
Read the operational board, apply focused views, and keep changes tied to the reservation you intend to manage.
DispatchersAdministrators
Work the Needs Attention queue
Triage operational warnings by impact, investigate the underlying reservation, and document the resolution.
DispatchersAdministrators