Requirements checklist
What to ask for when choosing software for taxi companies.
A checklist built from how taxi companies work, to print or save as a PDF and bring to any supplier meeting.
What the software should cover
Tick each one that matters to your business.
- Bookings and dispatch
- Driver duty slips
- Fare and trip settlement
- Account customers and trip sheets
- Vehicle papers and fitness dates
- Workshop jobs and tyre records
- Complaints and lost property
Roles that need their own access
Who logs in, and what each person may see or change.
- For the owner
- For dispatchers
- For accounts staff
- For fleet managers
- For drivers
Reports to ask for
Ask to see each one with your own sample data.
- Bookings by channel, cab type and unserved requests
- Fare collection by cab, driver and payment mode
- Duty slips closed, open and with cash short
- Corporate balances and vouchers awaiting a signature
- Lease owner statements with trips, fuel, repair and net share per cab
- Kilometres per litre, per cab, per airport run
- Permit, insurance and smoke opacity certificate dates falling due, by cab
Systems it may need to connect to
Note which ones you already run.
- SMS
- WhatsApp or other messaging
- Payment gateway
- Accounting export
- GPS tracking feed
Questions for any vendor
Put these to every supplier you are comparing.
- Can hotel concierge and app bookings land on one board?
- What happens when a cab’s insurance has lapsed?
- Can an outside owner see what their cab earned?
- How are corporate trips billed?
- Do drivers have to use a smartphone?
- Can a GPS device feed the system?
- Does it work out driver commission?
- What does it cost, and can we see a demo?
- Who changes a fare rule when the tariff moves?
- Can trip and settlement records be exported?
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- Duty slips disagree with the meter
- Hotel and firm accounts are billed late
- Vehicle papers expire unnoticed
- Lease owners dispute their share
- Fuel and idle time go unseen
Prefer to talk it through? See the taxi companies page.