Towbook has advanced account settings to help you better manage calls for each account. You can use these settings to help configure calls and to decide what your team is required to do for each call.
To see the advanced settings for any of your accounts, go to the "Accounts" tab in Towbook → Choose an account → Select "Modify Account" → Select "Advanced" (see below).
Listed below is a summary of each advanced setting with a description of what each does.
Default PO. If you have accounts that use the same PO number for all calls (a default or blanket PO), and you want that PO number added to all calls for the account automatically. Once you enter a PO number here it will be added to all your calls automatically in dispatching. See the image below for an example of this setting.
Default Storage. The default storage option allows you to select one storage item from your price list to always assign to the calls for this account. After you choose a default storage item, that service item will be added to the impounds you do for this account. See the image below for an example of this setting.
Advanced Options. We have several options for managing your calls in Towbook.
Set Calls to High Priority. If you have accounts that are special or very important, and you always want their jobs to be treated as high-priority calls (emergency calls), you can do that in the Account section in Towbook. Once you check that box, all calls for this account will be automatically set to High Priority or Emergency.
Always hide charges when printing or emailing the receipt. Some of your accounts may require that you don’t share pricing with the end customer. An example would be most motor clubs require that you keep rates private. Check this box and all the invoices for this account will not include the actual charges and rates.
Always hide discounts when printing or emailing the receipt. Some of your accounts may require that you not share discounts with the end customer. This can also include situations where the end customer will be given a “full-price” receipt but your account will receive a blind discount. Check this box and all the invoices for this account will not include the actual discount.
See the image below for an example of the Advanced Options.
Mileage. Calculating mileage for billing is extremely important and we have several options to help you best manage your calls.
When submitting invoices, set unloaded mileage to 1 if it's missing. If you have to submit at least 1 mile to an account for billing purposes but you don’t usually have the mileage added to your calls, you can choose this option and the system will automatically add 1 unloaded mile to your calls when you submit them for billing.
When calculating mileage, round up to the next full mile. This option will automatically round your mileage for this account up to the next full mile. The normal (default) mileage calculation rounds up to the next tenth of a mile for your calls.
Options for calculating mileage for your calls. You can choose how Google Maps will determine the mileage on calls for each account. There are three different options for mileage calculation (see below).
Optimal (this is the Towbook default setting): This uses the Google method that calculates the suggested route based on the time of day, traffic conditions, and other factors.
Fastest: This method will calculate mileage based on the fastest route and will ignore other factors.
Shortest: This method calculates the shortest possible route to your destination, regardless of traffic conditions and other factors.
See the image below for an example of the mileage settings.
Required Fields. You can pick fields that must be completed by drivers and/or dispatchers before they complete calls. Select fields by checking the box next to each item.
We hope these settings help you, and please be sure to select Save when you’re done.