When a client has no way to get to an appointment, they can ask your firm for a ride right from the Quilia app. Your case team gets the request by email with everything needed to arrange it.
Firm-paid Uber rides booked straight from the app are coming soon. Until then, your team arranges each ride the way it does today.
Turning on ride requests
Ride requests are off until your firm turns them on for a case type.
- Open Settings → Case Types and choose the case type.
- On the App settings tab, turn on Ride Requests.
- To offer rides to every client on that case type, also turn on On for all clients. Otherwise, turn rides on for one client at a time from their case, under Incident → Rides.
Ride requests live under Transportation in the app, so they are available on case types that have a Vehicle tab, like motor vehicle cases.
What clients see
In the Quilia app, the client opens Transportation, then Rides, and requests a ride. They enter:
- Where they are going, and the appointment date and time
- Their pickup address
- Any notes for your team
Requests need at least 24 hours' notice. The client can see the requests they have sent on the Rides screen.
What your team gets
Each request emails the client's case team with the client, the appointment and the pickup details. It is also added to the case activity, so it reaches your CMS as a note.
Your team books the ride and lets the client know. Quilia does not book, pay for or track the ride.