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Choosing transfer software: what to look for

Updated

What makes transfer software worth paying for is not any single screen, but whether the chain from booking to collections shares the same data without a break. This article walks through the five things a transfer company’s decision-maker should check when comparing systems, and what breaks in daily operations when each one is missing.

Does booking hold capacity in one place?

A transfer request can arrive by phone, through an agency, or straight from your website — wherever it comes from, it needs to land in the same booking record. Good transfer software keeps the flight code and time as part of the booking itself, and shows the day’s capacity — how many vehicles, how many drivers are free — on one screen. A booking managed through a separate notebook or a shared spreadsheet is exposed to the classic error: two vehicles promised for the same slot. Check whether the booking record also carries the return leg: on round-trip transfers the return is usually planned as its own trip, and keeping the two linked means a flight delay updates both sides.

Are trip, driver and vehicle assignment actually connected?

Once a booking is confirmed, the work moves into the trip record: which driver, which vehicle, which route. What you should look for is whether the system notices and warns when the same driver or vehicle is being assigned to a second trip whose time window overlaps the first — it should not necessarily block this, because a deliberate overlap (a vehicle swap, a last-minute handover) can be legitimate, but it should never pass silently. The trip record and the assigned driver should also be updated automatically when a flight time changes. Vehicle capacity should surface right on the trip screen too: if the passenger count exceeds the vehicle’s seat count, the system should say so at assignment time, not at the airport kerb.

Does document validity stop an assignment automatically?

In the transfer sector, a vehicle’s inspection, its compulsory insurance, a driver’s professional licence (SRC) and psychological fitness report all expire regularly. The question worth asking is: when someone tries to assign a driver or vehicle whose document has expired, does the software actually block it, or does it just show a warning somewhere? Without a hard assignment gate, this check lives in the operations manager’s memory — and gets forgotten on a busy morning. Some of these documents (a criminal record, a psychological fitness report, a health certificate) count as special category personal data; a well-built system shows only validity, never the document’s content, and viewing the document itself requires a separate permission.

Do agency accounts and collections live in the same panel?

Most transfer business comes through agencies and corporate accounts, and each may want an invoice in a different currency or a monthly statement. Keeping the account balance, due dates and aging separate from the trip records turns month-end into a re-matching exercise — which trip belongs to which invoice. Keeping the trip and the account in the same system, tied to the same record, removes that re-matching altogether. If you carry contracted corporate customers, check whether the monthly statement is produced automatically; pulling a trip list by hand every month stops scaling once your customer count grows.

Who carries the reporting and regulatory load?

For transfer companies holding a D2 authorisation, U-ETDS reporting is a daily obligation more than a software feature. Not entering data twice for the report, when the trip record already holds it, makes a real difference — we cover this in detail in a separate article.

Example: three transfers in the 05:00 shift

A transfer company has three airport transfers booked between 05:00 and 07:00 — two through the same agency, one direct from a guest. The dispatcher sees all three on the booking screen and tries to assign the same driver to two of them back to back; the system warns that only 20 minutes separate the two trips, not enough time for the return drive from the airport into the city. The dispatcher assigns a different driver to the second trip instead. By the end of the day all three trips are completed — two post to the agency’s account, one goes straight to the guest’s invoice.

How this works in Rotenta

  1. The booking is opened in the rezervasyon (booking) module with the flight code, time and passenger count.
  2. On the trip screen the booking is assigned to a driver and vehicle; seat capacity read from the filo (fleet) module warns if the passenger count exceeds it.
  3. At the moment of assignment, the belge takibi (document tracking) module checks the driver’s and vehicle’s valid documents; an expired document stops the assignment.
  4. If a driver or vehicle is assigned to another trip in an overlapping time window, the system shows a clash warning.
  5. Once the trip is completed, it posts to the agency’s account in the muhasebe (accounting) module; at month end it rolls into a single statement and invoice.

Frequently asked questions

Is transfer software the same thing as a booking program?

No; a booking program only records the request. Transfer software is the end-to-end system that carries a booking through to a trip, the trip through to a driver/vehicle assignment, and the assignment through to an invoice.

Does it still make sense for a small fleet?

Yes; even with two or three vehicles, an automated clash warning and document check is more reliable than tracking the same thing by hand in a spreadsheet, because the margin for error no longer depends on a person remembering.

Can we import our existing spreadsheet records?

Your customer and trip history can be imported through the data import module; see how driver and vehicle assignment handles clash and document checks in the vehicle and driver assignment article.

Is U-ETDS reporting part of this module?

U-ETDS reporting is a separate module, but it reads the data the trip record already holds; we explain how it works step by step in U-ETDS reporting.

Is pricing based on which modules I use?

Yes, you decide which modules are switched on; see the pricing page for details, or reach us on the contact page with any questions.

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