New User
How to Login
- Open app.lanez365.com/login
- Enter Email
- Enter Password
- Click Log In
Config > Branding
- Click “dropdown” icon
- Click Branding
- Fill out fields Business Info, Representative Info, Social Media Info, Online Review Info, Payment Info
- Click Save
How to Setup Payment Info via Square
- Login square up.com/login
- Open the Developer Dashboard
- Choose an application
- In the left pane, choose Credentials
- At the top of the page, choose Production mode or Sandbox mode
- In the Production Access token or Sandbox Access token box, choose Show
- Click ‘copy‘ icon
- Login app.lanez365.com/login
- Click Config > Branding
- At the bottom of the page, paste into Payment Info : Square Access Token field
- Click Save
Config > Radius
- Click ‘dropdown‘ icon
- Click Radius
- Choose ZIP Code to ZIP Code or Address To Address
- Enter Pick Up Distance
- Enter Drop Off Distance
- Choose Pick Up States
- Choose Drop Off States
- Click Save
Config > Trailers
- Click ‘dropdown‘ icon
- Click Trailers
- Choose vehicle category checkbox for deliveries using Open Trailer
- Choose vehicle category checkbox for deliveries using Enclosed Trailer
- Click Save
Config > Vehicles
- Click ‘dropdown‘ icon
- Click Vehicles
- Choose Vehicle Category, click Vehicle Category
- Choose Years
- Choose Makes
- Click Save
Config > Pricing
- Click ‘dropdown‘ icon
- Click Pricing
- Choose Edit Open Pricing or Edit Enclosed Pricing
- Fill out Open Trailer and/or Enclosed Trailer Vehicle Category Min, Start, Miles, Max, Operate, Timeline, Express fields
- Click Save
Config > Legal > Terms & Conditions
- Click ‘dropdown‘ icon
- Click Terms & Condtions
- Click Edit
- Enter Terms & Condtions data
- Click Save
Config > Legal > Privacy Policy
- Click ‘dropdown‘ icon
- Click Privacy Policy
- Click Edit
- Enter Privacy Policy data
- Click Save
How to Add Shortcut to the Home Screen via iPhone
- Open app.lanez365.com/login
- Click ‘share‘ icon
- Choose ‘Add to Home Screen‘
- Click Add
How to Add Shortcut to the Home Screen via Android
- Open app.lanez365.com/login
- Click ‘Settings‘
- Choose ‘Install App‘
How To : Frontend
How to Quote
- Login app.lanez365.com/login
- Select Category
- Select Year
- Select Make
- Select Model
- Enter Pick Up location
- Enter Drop Off location
- Verify Toggle Switches
How to Send Quote
- Submit Quote
- Click Send Quote
- Enter Full Name, Email, Phone
- Click Send
How to Book
- Submit Quote
- Enter required Information for Vehicle Info, Pick Up Info, Drop Off Info, Ready to Ship, Additional Info (if applicable), click Terms & Conditions and Privacy Policy checkbox
- Click Submit
How to Checkout via Square
- Submit Booking
- Enter Required Information for Apple Pay, Google Pay, Debit or Credit Card
- Click Pay
How To : Backend
How to Copy Pricing Tool
- Click Forms
- Click Copy
- Click ‘copy‘ icon
How to Paste Pricing Tool via WordPress
- Login wordpress.org/login
- Click Pages
- Click Add Block
- Select Shortcode
- Paste in shortcode
- Click Update
How to View Quote Forms
- Click Forms
- Click Quotes
- Find deal and click View for more information
How to View Shipping Order Form
- Click Forms
- Click Shipping Order
- Find deal and click View for more information
How to Call Customer
- Click Forms > Shipping Order
- Find deal and click Pick Up Phone or Drop Off Phone number
How to Text Customer
- Click Forms > Shipping Order
- Find deal and hold Pick Up Phone or Drop Off Phone
- Select Send Message
How to Get Directions to Pick Up Location
- Click Forms > Shipping Order
- Find deal and click Pick Up Info ‘hyperlink‘
- Click Directions
How to Get Directions to Drop Off Location
- Click Forms > Shipping Order
- Find deal and click Drop Off Info ‘hyperlink‘
- Click Directions
How to View Order ID
- Click Forms > Shipping Order
- Find deal and click View
- Scroll down to Order ID
How to Copy Order ID
- Click Forms > Shipping Order
- Find deal and click View
- Scroll down to Order ID
- Click ‘copy’ icon
How to View Invoice
- Click Forms > Shipping Order
- Find deal and click View
- Scroll down to Checkout Link
- Click ‘hyperlink‘
How to Copy Invoice
- Click Forms > Shipping Order
- Find deal and click View
- Scroll down to Checkout Link
- Click ‘copy’ icon
How to Email Invoice
- Click Forms > Shipping Order
- Find deal and click View
- Scroll down to Checkout Link
- Click ‘email‘ icon for Pick Up or Drop Off
- Click Send
How to Text Invoice
- Click Forms > Shipping Order
- Scroll down to Checkout Link
- Click ‘text‘ icon for Pick Up or Drop Off
- Click Send
Customer Support
Need More Help?
Missing Vehicle Data?