7 Steps to get started in Tankly

Getting started with Tankly is easy! Just follow these 7 steps.

Step 1 - Set up your Company and Add Users

Log in to Tankly. From the main navigation, go to “Settings”. In the “Company” tab, add in your Company details and upload your logo.In the “Users” tab, add your team members including administration staff as well as drivers, by selecting the relevant role.
Note that Drivers will only have access to the Driver App, and not the Administration Portal.
The email address and password combination provided will be used by your team members to log into Tankly.

Step 2 - Configure your Services and more

From the main navigation, go to “Configuration”. Use the tabs along the top to configure the services you offer, areas you service, fill stations for the drivers, and customise the customer templates available.

Step 3 - Create your first Booking

Create your first Booking by going to “All Bookings” from the main navigation, and clicking “New Booking”. Enter in all the details about the Booking including the Service required, Booking Date and Customer Details, and click “Create”. Now if you navigate to “Diary” from the main navigation, you should be able to see the Booking you just created!
To make changes to the Booking, just click on the Booking Card, click “Actions” from the bottom navigation, and click “Edit”.

Step 4 - Publish a Run Sheet

From the main navigation, go to “Run Sheets”. Click “New Run Sheet” from the top navigation, select the date for the Run Sheet and click “Create”.
Drag Bookings from the “Unassigned” column to the Driver column to assign the Driver.
Once you are happy with the Run Sheet, click “Publish Run Sheet” from the top navigation to make it live for the Drivers on the Drivers App.
If you need to make any changes to the published Run Sheet, click “Options” from the top navigation, and “Unpublish” (just don’t forget to publish it again once you’re done!)

Step 5 - Learn how to Complete a Booking

As a Driver, log in to the “Driver App”. Navigate to the desired day, and click on a Booking Card. Once the Driver has completed the service, scroll to the bottom of the Booking screen and click “Complete Booking”.
Administrative staff also have the ability to complete a Booking from the Administrator Portal. To do this, click on the Booking Card, click “Actions” from the bottom navigation, and click “Complete Booking”.

Step 6 - Allow Customers to Request Bookings

Tankly will provide a code snippet for your web developer to add an iframe to your website where customers can request a Booking.
Don't have a web developer? We can help you to add this to your website.

Step 7 - Accept Customer Requested Bookings

Once Step 6 is completed, a Customer can request Bookings directly from your website! When a Customer requests a Booking, it will show up for you to view in the Administrative Portal in “All Bookings” within the tab “Requested Bookings”. Requested Bookings are also visible on the “Home” Dashboard as “To Action” Items, and also in the “Requested Bookings” Table.

To accept a Requested Booking:
1. Click on the Booking Card
2. If needed, make any required edits to the booking such as Price or Booking Date by clicking “Actions” from the bottom navigation, and “Edit”
3. Accept the Booking by clicking “Accept and Add to Diary” from the bottom navigation.

Accepting the Booking will notify the Customer by email of the Booking Acceptance along with details of their Booking.
Accepted Bookings will show up in “Diary” with a status of “Booked”, and can now be added to the Run Sheet for that day for the Driver to complete.