Overview

BART's integration with Tuvoli makes quoting and receiving payments easier. Here’s a simple breakdown:

1. Create a Quote in BART: Finalize your quote in BART and initiate the Tuvoli workflow.

2. Tuvoli Generates a PDF and Sends an Email: Tuvoli creates a professional PDF of your quote and emails it to the customer.

3. Customer Signs and Pays: Customers can review, sign, and pay directly from the email using secure payment options.

4. BART Updates Automatically: Tuvoli updates the status in BART, keeping records synced.

Key Benefits

• Save Time: Automates quoting and payment workflows.

• Improve Customer Experience: Easy, secure signing and payment.

• Streamline Tracking: Automatically updates statuses in BART.

How to Enable the Integration

1. Go to Gear > All Settings > Integration > Charter Sales > Tuvoli.

2. Enable Tuvoli Payment Acceptance by checking the box.

3. Enter your Tuvoli API Key (found in your Tuvoli dashboard or by contacting help@tuvoli.com).

4. Choose an Accepted Payment Type:

   • Auth or Charge: Authorize a card for potential payment via wire transfer or charge directly via credit card (extra fee).

   • Auth Only: Authorize a card with the expectation of payment via wire transfer.

   • Charge Only: Direct payment via credit card at a higher rate.

   • No Auth or Charge: Skip credit card processing (e.g., prepaid jet cards).

   • Wire Only: Provide wire transfer instructions without credit card processing.

5. Enter the Quote Sender Email (must correspond to a Tuvoli user).
   
   

6. Save your settings.

Sending a Quote via Tuvoli

1. Create a Quote in BART:

   • Include a valid Client Contact with an email address.

   • Use an aircraft registered in Tuvoli with a "Type" set in the aircraft profile.

   • Save the quote.

2. Send the Quote:

   • Select Send > Send via Tuvoli.

   • In the popup:

     • Confirm the contact’s first and last name.

     • Select the "Accepted Payment Type."
       

     • (Optional) Add a message to appear in the email above the Tuvoli-generated quote.

   • Click Confirm.

3. Tuvoli sends the quote to the client.

Tracking Status Updates

Tuvoli automatically updates the quote’s status:

• Blank/Not Sent: Quote not sent to Tuvoli.

• Email Sent: Quote emailed to Tuvoli and the client.

• Quote Confirmed: Quote opened and accepted by the client.

• Quote Signed: Client signed the quote.

• Payment Form Completed: Payment processed.

View Status Updates:

• Find updates with timestamps in Quote Snapshot History (More > Quote Snapshot History).