For accessible transport providers

Client records for accessible transport providers

Keep accessible transport provider contacts, booking history and everyday business notes together, ready before the next piece of work.

Know the contact before work begins

Know the contact and the work before you begin.

Accessible transport bookings need the passenger's boarding requirements, pickup point and destination confirmed so the right vehicle space and time are allowed.

An ordinary business record answers practical questions: whom to contact, where the work was booked and what follow up is due. If your work needs specialist case notes, keep them in the appropriate system rather than treating ordinary booking notes as a substitute.

Offlico in practice

A clearer view of the next step.

Find the next booking alongside the contact and previous ordinary business notes.

Confirm completion with the booking contact and arrange the next journey if requested, keeping care or mobility assessments in specialist systems.

The next piece of work is easier to prepare for when the previous ordinary booking and next business action are visible. Check whether the contact, location or agreed time has changed before you start.

How it works

From contact to useful business history

A practical way to manage the business side of accessible transport provider work.

What changes

Remember the person, not just the slot.

Bring the contact and previous accessible transport provider bookings back into view before the next piece of work, while specialist records stay in the systems your profession requires.

Correct contact and address

Previous ordinary business bookings

Useful logistics and notes

Invoice and payment status

Explore the details

Find the part you need

Frequently asked questions

A few things worth knowing

Offlico for accessible transport provider work

Make the next working day easier to run.

Bring your diary, contacts, reminders, payments and ordinary admin into one place.