Frequently Asked Questions

Everything you need to know about Charter Quote Pro — quoting, trips, payments, fleet, drivers, and more

Quoting & Reservations

7 questions

Invoicing & Payments

5 questions

Fleet & Maintenance

5 questions

Drivers & Staff

5 questions

Integrations

4 questions

Customer Portal & Mobile

4 questions

Security, Compliance & Support

5 questions

Still have questions?

Our team is happy to walk you through the platform with a live demo.

1-877-430-4754• sales@charterquote-pro.com

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Frequently Asked Questions

Quoting & Reservations

How does the quoting engine calculate prices?

Can I create quotes with multiple stops or waypoints?

Can quotes include multiple vehicles or drivers?

What happens when a customer accepts a quote?

Does the system follow up on quotes I've sent?

Can customers request quotes themselves?

Can I set up recurring trips?

Invoicing & Payments

How are invoices generated?

What payment methods do you support?

Does it sync with QuickBooks?

Can I combine multiple trips onto one invoice?

Does the system chase overdue invoices?

Fleet & Maintenance

How do turn inspections work?

What does the maintenance system track?

What is the Predictive AI Calendar?

How does live GPS tracking work?

What does the Motive integration include?

Drivers & Staff

What can drivers do in the Driver Portal?

How does driver document compliance work?

Does it handle payroll?

How do I hire new drivers through the system?

What about DOT drug & alcohol testing?

Integrations

Which third-party services does Charter Quote Pro connect to?

How does the Google Calendar sync work?

Can customers and drivers get SMS notifications?

How do farm-out partners receive trip details?

Customer Portal & Mobile

What can my customers do in their portal?

Does Charter Quote Pro work on phones and tablets?

Can customers review and confirm their itinerary before the trip?

Can customers cancel or change trips themselves?

Security, Compliance & Support

Is my company's data isolated from other companies?

What compliance features are included?

How does IFTA reporting work?

How do I get started?

How do I get support?

Still have questions?