This article explains what Capabilities are in MotionTools, where and how they are used, and how you can customize them.
Overview
Introduction
Capabilities enable transportation and delivery companies to offer customers booking options (e.g. vehicle type, type of goods or task type) that align with their service offerings. The capability options selected while a booking is created can impact the price of the booking and the following dispatching process. When a booking is dispatched into a tour, capabilities are typically also becoming part of the tour so that they can be considered when finding a suitable driver for the tour.
The basics
The role of capabilities
Since capabilities are helping to characterize a service, they are specifically visible in the Webbooker. In the Webbooker customers can select booking options when requesting a service. Here you will see the name of the capability type, its values (also called options) that each have a name and an icon/illustration, and optionally additional information explaining the details of an option.
Capability Layout Options
To best present the capability options to your customers in the Webbooker there are multiple layout options to choose from: Classic Layout, Vertical Stack, and Dropdown. Each layout option includes a way to display additional information and details. If you want to learn more about these options and how to configure them, please read the Webbooker article.
Impact on dispatching processes
Using capabilities to find eligible drivers
Capabilities also play an important role in tour building and driver assigning processes. Whether a capability should influence which driver is assigned to a tour is controlled by a setting called 'affects matching'. If it is turned on, the system will ensure that a driver has the requested capability or a higher one. For instance, if a customer requests a Medium truck, only drivers with Medium and Large trucks will be eligible for the request. Drivers with small trucks wouldn’t see the request.
If the ‘affects matching’ setting is turned off, the capabilities are either serving as a price modifier, or simply providing supplementary information in the booking request.
Impact on scheduled tour requests
By default, requested capabilities don’t impact a driver's eligibility for scheduled tours. This means that a driver will receive a scheduled tour request even if they currently don't have matching capabilities. However, if your drivers always have the same capabilities, for example, each driver uses the same truck every day, you can enable this filtering. For that, please reach out to our support team.
Setting drivers’ capabilities
Drivers set their capabilities each time they go online in the Driver App to ensure they receive tours matching their qualifications. They only select capabilities that impact matching, which usually is the vehicle type they are driving. Read more here: Getting started as a driver.
We will soon also introduce a "managed mode" for capabilities, where only dispatchers can set capabilities of drivers rather than drivers setting such values for themselves.
Creating and customizing capabilities
Each new tenant created on MotionTools has a pre-defined set of capabilities enabled. However, capabilities and their options can be customized to better suit service offerings:
Add or remove Capabilities
Use custom images
Translate the Capability names
Choose how Capabilities are displayed in the Webbooker
Show additional information and details
Please reach out to our support team to discuss customizations of capabilities.
Managing capabilities on the Dashboard
Although you can’t create or customize a capability without talking to our support team, you can enable or disable capabilities in the Dashboard settings. Capabilities are part of Booking and Tour Services, and you can find the list of currently enabled capabilities by going to Settings → Opening the Booking services or Tour services section → Clicking on the Service you want to modify → Opening the Capabilities Tab.
At the moment, it is required that at least one capability type (e.g. Truck Size) and one capability value (e.g. Large Truck) must be enabled.
If your tenant has payments enabled, remember to update the price matrix after enabling a previously disabled capability option. If a customer tries to create a booking with a capability option for which the prices are not defined, they will receive an error message.