Each step happens in a different portal. Open them side by side.
Customer App accessOrganization Portal as Meera Krishnan → People → App access → Register a person (or Give app access on an employee) → the 6-digit code is shown once → Customer App: sign in with that number and code → see the rides Northwind booked for you. Codes work once and expire in 15 minutes; suspend access to block sign-in.
Bookings by type and branchMobility Operator → Duties → Add booking → choose Organization, Walk-In (new customer) or Internal Use (purpose, not billed) and the Mobility Operator branch → Bookings → filter by Branch and Booking type. Sign in as Priya Nair (Bengaluru branch) to see only Bengaluru bookings.
Self-drive duty with an agreementMobility Operator → Duties → Rentals board → SD-2611-2005 → Agreement tab (sent) → Customer App as Ishaan → the rental → read and accept the agreement → back in the Mobility Operator the agreement shows Accepted, and it stays on the Handover & return tab through handover, return and settlement. Agreements list: Self-drive duties → Agreements.
Tolls from FASTag to invoiceMobility Operator → Vehicle → Tolls → Sync FASTag now, or a driver adds a cash toll with a receipt → verify → the toll lands on the customer's trip price, or on a debit note if the trip was already invoiced.
Self-drive request, priced by the Mobility OperatorCustomer Organization Portal as Meera Krishnan → Book → Request → choose the renter, dates and car type → Send request (no price shown) → Mobility Operator → Duties → Duty Approval → Self-drive requests (or Duties → Rentals board → Requests · price needed) → Send price → back in the Customer Organization Portal → Rides → the request → Accept price (or Decline). Approval rules apply when someone other than the admin accepts.
My PassengersMobility Operator → Parties → My Passengers: the Mobility Operator's own staff on Internal Use bookings and walk-in guests, with their bookings. Customer Organizations' employees stay under Customer organizations.
Ad Hoc Vendor rate cardsMobility Operator → Finance → Pricing → Ad Hoc Vendor rate cards → Vendor name: pick a vendor to see the rate card that applies to it by vehicle group and duty type, configure it, or create one for a vendor that has none.
Documents linked to the right recordFleet → Add vehicle (or Add driver, or a Customer Organization's Profile): upload and preview the document first, then its type, number, validity and extracted details, then the master fields; it is linked to the record when you save. Or Smart Onboard → Upload & link document → choose the master, the record and the document type.
Allot a dutyMobility Operator → Duties → Duty board → Dispatched → Allot on a row: booking details on top, then search and filter by vehicle group, and use Own (pick vehicle and driver, check availability) or Vendor: Network Partner or Ad Hoc Vendor (a request; allotted once they accept) or DCO (Direct Allot).
Duty slip: view and editDuties → any duty → Duty slip (or the row chevron → Duty slip): View shows booking, crew, supplier, trip, pricing and expenses; Edit changes permitted fields, adds expenses and records every change.
Invite a Mobility OperatorSuper Admin → Mobility Operators → Invite Mobility Operator → copy the unique link → open it, complete the company form and submit → Invitations & applications → Approve and activate (or Request changes / Reject).
Login codesMobility Operator → Fleet → Add driver: a unique 4-digit code, shown and shareable on the driver's profile. Customer Organization Portal → People → App access → Register a person: one 6-digit code per person, reused for every sign-in; Login details → Reset code only when needed.
Smart Onboard a masterMobility Operator → Fleet → Add vehicle → Documents (top of the form) → upload or try a sample → AI suggests the fields → accept or correct → save. Suggested fields stay unverified until someone verifies them in Smart Onboard.
Toll plaza bulk importMobility Operator → Vehicle → Toll plazas → Import plazas → download the template or load the sample → row-level errors and duplicates → preview → import → success and failure counts.
RentNGo Network: share overflow with a partnerMobility Operator → Duties → Duty board → an unallocated booking → Share to network → switch workspace to Skyline Car Rentals (sign-in screen → change) → Network → offer → back to RentNGo Mobility → confirm → Skyline allots its own crew → the original booking updates, and both companies get the finance records.
RentNGo Network: answer an emergencyMobility Operator → Network → Emergency board → Metroline's breakdown in Hebbal → offer an SUV before the countdown ends.
Self-drive inspection: Mobility Operator, customer, returnThe Mobility Operator has already inspected Ishaan's upcoming Verma (SD-2611-2005). Customer App (phone width) as Ishaan → the rental → Inspect & accept the car → the operator's marks are in amber; mark anything missed (drag a pin to move it, edit or remove your own), add a photo, accept. Mobility Operator → that rental → acknowledge the customer's mark → Hand over car (needs both inspections and the accepted agreement) → later the return inspection → new damage is compared with what the customer accepted → Ishaan confirms or disputes.
Driver-based inspectionDriver App as Suresh M → a confirmed duty → Start duty: "Start garage journey" stays locked until the pre-trip inspection on the 2D/3D car is done → at garage return, the post-trip check records any new issue → Mobility Operator → that duty → Inspection tab → Verify → raise a repair or claim. The passenger never inspects the car. Rules: Mobility Operator → Vehicles → Inspections → Rules.
One vehicle, whole storyMobility Operator → Vehicles → Vehicle intelligence → open any car: GPS and trip playback, dashcam clips, tolls, parking, challans, insurance and claims, documents, maintenance, inspections, lifecycle and cost per km.
Smart Onboard in bulkMobility Operator → Smart Onboard → Bulk upload → Load sample batch: files are identified, AI-assisted extraction suggests the details and matches them to drivers, vehicles and companies; review and confirm before anything counts as verified.
Onboard a new companySuper Admin (Neha Iyer) → Onboarding queue → Business type: New Mobility Operator (country, currency and tax, plan, portals) or New Customer Organization (linked to its Mobility Operator) → Activate → open its workspace. A non-India operator shows its own currency and tax on bookings, invoices and Finance.