DTE One Help Centre
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Search our guides, videos, FAQs and step-by-step instructions.
Try “add a driver”, “cancel a booking” or “overdue balances”.STEP-BY-STEP HELP
6 guidesCustomers & bookings
05 Video & guide
Customers & bookingsAdd a customer
Create a customer record so it can be selected for quotes, bookings and contracts.
3 min · 5 steps06 Video & guide
Customers & bookingsCreate a quote
Save a priced journey as a quote without confirming the work.
6 min · 5 steps07 Video & guide
Customers & bookingsConfirm a booking
Turn an accepted quote into confirmed work, once the journey and price are ready.
2 min · 4 steps08 Video & guide
Customers & bookingsChange a booking
Edit the saved journey, price or booking details while preserving the current record.
4 min · 5 steps09 Video & guide
Customers & bookingsCreate repeat work
Create a contract template and generate the confirmed bookings for recurring work.
8 min · 5 steps33 Video & guide
Customers & bookingsCancel a booking correctly
Use Abandon for a real cancellation, distinguish Delete, and check booking, work-ticket and financial follow-up.
3 min · 5 steps