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Templates / Taxi and private hire

Every licence, badge and fleet check a taxi firm chases.

Taxi firms chase driver badges, MOTs, insurance and account paperwork, and a lapsed document can mean a car off the road. Docsroom gives each driver and customer their own link, then chases whoever has not replied.

8 templates80 requestsWritten for taxi and private hire

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Eight templates for taxi and private hire

Open a template to see every request in the order it is asked, and watch it written in and answered.

New customer starter checklistfor new regular customers · before their first booking10 requests10 requests
New customer starter checklistMargaret Ellis · regular bookings8 of 10 back
  • About you
  • FormYour details6 questionsAssigned to MEMargaret Ellis, customerFrom Sandrain 2 daysComplete
  • QuestionUsual pick-up addresswith postcodeAssigned to MEMargaret Ellis, customerFrom Sandrain 2 daysComplete
  • QuestionBest number for the drivermobileAssigned to MEMargaret Ellis, customerFrom Sandrain 2 daysReady to check
  • Your journeys
  • TableRegular journeysday, time, from and toAssigned to MEMargaret Ellis, customerFrom Sandrain 3 daysReady to check
  • QuestionWheelchair or mobility needsso we send the right carAssigned to MEMargaret Ellis, customerFrom Sandrain 3 daysComplete
  • QuestionChild seats or boostershow many and what ageAssigned to MEMargaret Ellis, customerFrom Sandrain 3 daysAwaiting reply
  • DecisionHow you like to bookphone, text or emailAssigned to MEMargaret Ellis, customerFrom Sandrain 4 daysReminder sent
  • Booking terms
  • DecisionHow you paycash, card or accountAssigned to MEMargaret Ellis, customerFrom Sandrain 4 daysComplete
  • ApprovalBooking and waiting termsread and approveAssigned to MEMargaret Ellis, customerFrom Sandrain 5 daysReady to check
  • ApprovalPrivacy noticeread and approveAssigned to MEMargaret Ellis, customerFrom Sandrain 5 daysReady to check
Driver starter checklistfor new drivers · before their first shift11 requests11 requests
Driver starter checklistHamza Qureshi · new driver9 of 11 back
  • Licence and badge
  • UploadPhotocard driving licencefront and backAssigned to HQHamza Qureshi, driverFrom Sandrain 2 daysComplete
  • QuestionDVLA licence check codefrom your DVLA accountAssigned to HQHamza Qureshi, driverFrom Sandrain 2 daysComplete
  • UploadCouncil driver licencethe card, both sidesAssigned to HQHamza Qureshi, driverFrom Sandrain 3 days1 file sent
  • UploadDriver badgea photo is fineAssigned to HQHamza Qureshi, driverFrom Sandrain 3 days2 files sent
  • Checks and health
  • QuestionRight to work share codenine charactersAssigned to HQHamza Qureshi, driverFrom Sandrain 3 daysComplete
  • UploadEnhanced DBS certificatethe current oneAssigned to HQHamza Qureshi, driverFrom Sandrain 4 daysAwaiting reply
  • UploadMedical certificatefrom your doctorAssigned to HQHamza Qureshi, driverFrom Sandrain 5 daysReminder sent
  • UploadSafeguarding trainingcertificateAssigned to HQHamza Qureshi, driverFrom Sandrain 6 daysComplete
  • Working with us
  • QuestionEmergency contactname and numberAssigned to HQHamza Qureshi, driverFrom Sandrain 6 daysReady to check
  • FormBank and tax details6 questionsAssigned to HQHamza Qureshi, driverFrom Sandrain 6 daysReady to check
  • ApprovalDriver agreementread and approveAssigned to HQHamza Qureshi, driverFrom Sandrain 7 daysComplete
Vehicle documents packfor drivers and car owners · before a car joins the fleet11 requests11 requests
Vehicle documents packSteve Barker · Toyota Prius9 of 11 back
  • The car
  • FormVehicle details7 questionsAssigned to SBSteve Barker, driverFrom Sandrain 2 daysComplete
  • DecisionVehicle typesaloon, estate, MPV or WAVAssigned to SBSteve Barker, driverFrom Sandrain 2 daysComplete
  • UploadV5C logbookthe main pageAssigned to SBSteve Barker, driverFrom Sandrain 3 days1 file sent
  • UploadMOT certificatecurrentAssigned to SBSteve Barker, driverFrom Sandrain 3 days2 files sent
  • UploadPhotos of the carfour sides and insideAssigned to SBSteve Barker, driverFrom Sandrain 4 daysComplete
  • Council, cover and standards
  • UploadCouncil vehicle testlatest pass sheetAssigned to SBSteve Barker, driverFrom Sandrain 4 daysAwaiting reply
  • UploadVehicle licencecouncil plate and expiryAssigned to SBSteve Barker, driverFrom Sandrain 4 daysReminder sent
  • UploadTaximeter testhackney carriages onlyAssigned to SBSteve Barker, driverFrom Sandrain 5 daysComplete
  • UploadHire and reward insurancecertificate and scheduleAssigned to SBSteve Barker, driverFrom Sandrain 5 days1 file sent
  • UploadBreakdown coverif you have itAssigned to SBSteve Barker, driverFrom Sandrain 5 days2 files sent
  • ApprovalVehicle standardsread and approveAssigned to SBSteve Barker, driverFrom Sandrain 6 daysComplete
Corporate account setupfor business customers · before their first account booking10 requests10 requests
Corporate account setupFairview Estates · account setup8 of 10 back
  • Company details
  • FormCompany details8 questionsAssigned to NSNicola Sutton, office managerFrom Sandrain 3 daysComplete
  • QuestionCompany numbereight charactersAssigned to NSNicola Sutton, office managerFrom Sandrain 3 daysComplete
  • QuestionInvoice emailaccounts departmentAssigned to NSNicola Sutton, office managerFrom Sandrain 3 daysReady to check
  • Who can book
  • TablePeople who can bookname, phone, cost centreAssigned to NSNicola Sutton, office managerFrom Sandrain 4 daysReady to check
  • QuestionBooking reference neededPO number or cost codeAssigned to NSNicola Sutton, office managerFrom Sandrain 4 daysComplete
  • QuestionUsual journeysairport, station, sitesAssigned to NSNicola Sutton, office managerFrom Sandrain 5 daysAwaiting reply
  • Account terms
  • TableTrade referencessupplier, contact, phoneAssigned to NSNicola Sutton, office managerFrom Sandrain 5 daysReminder sent
  • DecisionInvoice frequencyweekly or monthlyAssigned to NSNicola Sutton, office managerFrom Sandrain 5 daysComplete
  • ApprovalAccount termsread and approveAssigned to NSNicola Sutton, office managerFrom Sandrain 6 daysReady to check
  • ApprovalPrivacy noticeread and approveAssigned to NSNicola Sutton, office managerFrom Sandrain 6 daysReady to check
Yearly fleet checksfor the business · each year, before council renewals10 requests10 requests
Yearly fleet checksKestrel Cars · yearly fleet pack8 of 10 back
  • Licences and cover
  • UploadOperator licencecurrent, from the councilAssigned to BLBarry Lockwood, fleet managerFrom Sandrain 7 daysComplete
  • UploadFleet insurance scheduleevery car listedAssigned to BLBarry Lockwood, fleet managerFrom Sandrain 7 daysComplete
  • UploadPublic liability insurancecurrent certificateAssigned to BLBarry Lockwood, fleet managerFrom Sandrain 8 days1 file sent
  • UploadBreakdown covercurrent certificateAssigned to BLBarry Lockwood, fleet managerFrom Sandrain 8 days2 files sent
  • Fleet and drivers
  • TableFleet listreg, plate number, expiryAssigned to BLBarry Lockwood, fleet managerFrom Sandrain 8 daysComplete
  • TableMOT and test datesreg and next due dateAssigned to BLBarry Lockwood, fleet managerFrom Sandrain 10 daysAwaiting reply
  • TableDriver badge expiry datesname and expiryAssigned to BLBarry Lockwood, fleet managerFrom Sandrain 10 daysReminder sent
  • Records
  • UploadVehicle check sheetsa week’s sampleAssigned to BLBarry Lockwood, fleet managerFrom Sandrain 12 daysComplete
  • QuestionAccidents and complaintsyes or no, then detailsAssigned to BLBarry Lockwood, fleet managerFrom Sandrain 14 daysReady to check
  • ApprovalComplaints procedureread and approveAssigned to BLBarry Lockwood, fleet managerFrom Sandrain 14 daysReady to check
Driver yearly licence checkfor current drivers · every year, before the badge expires9 requests9 requests
Driver yearly licence checkAled Jones · yearly check7 of 9 back
  • Licence
  • QuestionDVLA licence check codefrom your DVLA accountAssigned to AJAled Jones, driverFrom Sandrain 3 daysComplete
  • UploadPhotocard driving licencefront and backAssigned to AJAled Jones, driverFrom Sandrain 3 daysComplete
  • QuestionPoints or convictionsany since the last checkAssigned to AJAled Jones, driverFrom Sandrain 3 daysReady to check
  • UploadNew council badgeif it has been renewedAssigned to AJAled Jones, driverFrom Sandrain 5 days2 files sent
  • Health and address
  • QuestionChange to your healthanything affecting drivingAssigned to AJAled Jones, driverFrom Sandrain 5 daysComplete
  • QuestionNew addressif you have movedAssigned to AJAled Jones, driverFrom Sandrain 5 daysAwaiting reply
  • UploadMedical certificateonly if one is dueAssigned to AJAled Jones, driverFrom Sandrain 7 daysReminder sent
  • Agreement
  • ApprovalDriver code of conductread and approveAssigned to AJAled Jones, driverFrom Sandrain 7 daysComplete
  • DecisionUsual shiftsdays, nights or weekendsAssigned to AJAled Jones, driverFrom Sandrain 7 daysReady to check
Accident and incident follow-upfor drivers · the day of any accident11 requests11 requests
Accident and incident follow-upDanny Preston · accident report9 of 11 back
  • At the scene
  • DecisionCan the car be drivenyes, no or not sureAssigned to DPDanny Preston, driverFrom SandratodayComplete
  • QuestionPassengers on boardhow many, any hurtAssigned to DPDanny Preston, driverFrom SandratodayComplete
  • UploadPhotos of the scenecars and the roadAssigned to DPDanny Preston, driverFrom Sandratomorrow1 file sent
  • UploadPhotos of the damageall sidesAssigned to DPDanny Preston, driverFrom Sandratomorrow2 files sent
  • The details
  • FormAccident details8 questionsAssigned to DPDanny Preston, driverFrom SandratomorrowComplete
  • FormOther driver’s details5 questionsAssigned to DPDanny Preston, driverFrom SandratomorrowAwaiting reply
  • QuestionPolice or crime numberif they attendedAssigned to DPDanny Preston, driverFrom Sandrain 2 daysReminder sent
  • QuestionWitnessesnames and numbersAssigned to DPDanny Preston, driverFrom Sandrain 2 daysComplete
  • UploadDashcam clipif you have oneAssigned to DPDanny Preston, driverFrom Sandrain 2 days1 file sent
  • Afterwards
  • DecisionReplacement car neededyes or noAssigned to DPDanny Preston, driverFrom Sandrain 2 daysReady to check
  • ApprovalClaim notice to insurerread and approveAssigned to DPDanny Preston, driverFrom Sandrain 3 daysComplete
Airport transfer bookingfor airport transfer customers · before the pick-up8 requests8 requests
Airport transfer bookingJenny Barlow · airport transfer6 of 8 back
  • Your flight
  • FormFlight and pick-up details6 questionsAssigned to JBJenny Barlow, customerFrom Sandrain 2 daysComplete
  • QuestionPassengers and luggagehow many and what sizeAssigned to JBJenny Barlow, customerFrom Sandrain 2 daysComplete
  • QuestionChild seatsages and how manyAssigned to JBJenny Barlow, customerFrom Sandrain 3 daysReady to check
  • On the day
  • DecisionMeet and greetinside or at the car parkAssigned to JBJenny Barlow, customerFrom Sandrain 3 daysReady to check
  • QuestionName for the signas it should readAssigned to JBJenny Barlow, customerFrom Sandrain 3 daysComplete
  • QuestionMobile on the dayone you will answerAssigned to JBJenny Barlow, customerFrom Sandrain 3 daysAwaiting reply
  • Booking terms
  • ApprovalWaiting time and delaysread and approveAssigned to JBJenny Barlow, customerFrom Sandrain 4 daysReminder sent
  • ApprovalCancellation termsread and approveAssigned to JBJenny Barlow, customerFrom Sandrain 4 daysComplete

Written for taxi and private hire. The names are made up. The replies coming in are an illustration. Build any of these in Docsroom and save it as your own template.

Why it helps

What changes for you

One link for each driver and customer

Drivers, account customers and passengers answer from their phones, with no account or password to remember.

Badges, MOTs and cover in one list

Licences, badges, MOT and insurance certificates arrive in one place, each with the date it came in.

Ask early, before anything lapses

Send the yearly pack ahead of the renewal and Docsroom chases whoever has not replied until each one is in.

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