Getting Started with MoveCore: A Step-by-Step Implementation Guide

This guide walks you through implementing MoveCore for your transport operation. Whether you’re starting from scratch or migrating from another system, follow these steps to get up and running.

Before You Begin

Prerequisites

Before starting implementation, ensure you have:

• A MoveCore account (sign up free)
• List of services/routes to configure
• Ticket types and pricing information
• Staff who will manage the system
• Devices for ticket validation (smartphone or tablet)

Planning Decisions

Consider these questions:

1. Will you run digital-only or accept paper tickets too?
2. How will passengers purchase tickets?
3. Who needs access to the operator dashboard?
4. What reports do you need to produce?

Step 1: Account Setup

Access Your Dashboard

Sign up at app.movecore.co.uk to access the MoveCore operator dashboard.

1. Log in with your account
2. Complete the account setup wizard
3. Add your organisation details and branding

Configure User Roles

Set up team members with appropriate access:

• Administrator - Full access to all settings
• Supervisor - Access to operations and reports
• Driver - Access to validation app only
• Finance - Access to revenue reports only

Step 2: Configure Your Services

Create Services

For each transport service you operate:

1. Navigate to Services > Create Service
2. Enter service name and description
3. Add route information (if applicable)
4. Set operating schedule

Define Ticket Types

Create the ticket products passengers will purchase:

1. Navigate to Products > Create Product
2. Choose ticket type:
   • Single journey
   • Return
   • Day pass
   • Weekly/monthly pass
   • Custom period
3. Set pricing and validity rules
4. Configure any restrictions (routes, times, etc.)

Set Up Discounts

If you offer concessions or promotions:

1. Navigate to Discounts > Create Discount
2. Choose discount type (percentage or fixed amount)
3. Set eligibility criteria
4. Define validity period

Step 3: Configure Sales Channels

Passenger Portal

Set up your branded ticket sales website:

1. Navigate to Sales Channels > Passenger Portal
2. Upload your logo and choose colours
3. Configure available products
4. Set up payment processing (Stripe integration)
5. Preview and publish

Enterprise Portal

For bulk sales to organisations:

1. Navigate to Sales Channels > Enterprise
2. Create enterprise accounts for your clients
3. Configure allocation and billing options
4. Set up administrator access for each enterprise

Step 4: Set Up Validation

Install the Validation App

On each device used for ticket scanning:

1. Download MoveCore Validator from App Store / Play Store
2. Log in with driver credentials
3. Select the service/vehicle
4. Test scanning with a sample ticket

Configure Validation Rules

Define how tickets are validated:

1. Navigate to Validation > Settings
2. Set tolerance for early/late boarding
3. Configure duplicate scan handling
4. Enable offline mode settings

Test Validation

Before going live, test thoroughly:

1. Create test tickets
2. Scan them using the validation app
3. Verify correct accept/reject behaviour
4. Test offline scenarios

Step 5: Enable Tracking

Vehicle Setup

For real-time tracking:

1. Navigate to Tracking > Vehicles
2. Add each vehicle with registration details
3. Assign vehicles to services

Driver App

Enable location tracking via driver devices:

1. Ensure the MoveCore Validator app has location permissions
2. Tracking activates automatically when the app is running
3. Location updates appear on the operator dashboard

Passenger Notifications

Configure passenger alerts:

1. Navigate to Notifications > Settings
2. Enable delay notifications
3. Configure notification thresholds
4. Customise message templates

Step 6: Configure Reporting

Standard Reports

MoveCore includes standard reports:

• Revenue summary
• Passenger counts
• Validation activity
• Service performance

Custom Reports

Create reports specific to your needs:

1. Navigate to Reports > Custom Reports
2. Select data fields to include
3. Set filters and groupings
4. Save report template

Scheduled Reports

Automate report delivery:

1. Navigate to Reports > Scheduled
2. Select report template
3. Set schedule (daily, weekly, monthly)
4. Enter email recipients

Step 7: Go Live

Pre-Launch Checklist

Before launch, verify:

• All ticket types configured and priced correctly
• Passenger portal working and payments testing
• Validation app installed on all devices
• Staff trained on system operation
• Tracking appearing on operator dashboard
• Reports generating correctly

Soft Launch

Consider a soft launch:

1. Start with one route or service
2. Monitor closely for issues
3. Gather staff and passenger feedback
4. Refine configuration as needed

Full Launch

When ready for full deployment:

1. Enable all services
2. Announce to passengers
3. Transition from old systems
4. Monitor KPIs during transition

Getting Help

Support Channels

MoveCore support is available via:

• Email: support@movecore.co.uk
• In-app chat: Available from the dashboard
• Documentation: docs.movecore.co.uk

Training Resources

Additional learning materials:

• Video tutorials in the Help section
• Webinar recordings
• Knowledge base articles

Next Steps

Once you’re live, explore advanced features:

• API integrations for connecting to other systems
• Advanced reporting and analytics
• Enterprise features for B2B sales
• Custom branding and white-labelling

Questions? Email hello@movecore.co.uk for implementation support.