The overall workflow is:
A user creates a provider record/license record.
User creates permits for provider and specifies the quantity of units and location
User creates Bonds, Insurances records
Monthly Trip fees are generated, Impound fees are created (if applicable)
An invoice is created, the user adds Invoice Items to generate the line items for the invoice
User sends invoice to providers
Provider pays invoice
SMS team user updates invoice and tracks payment dates
A license is tied to a provider account. This is where the license start and end period can be entered. These dates will be the primary start/end dates to the permits associated to the provider.
A provider can hold multiple permits. A permit must be issued if the provider is choosing to deploy devices in a different geographic area. If they decide to change the amount of devices and/or the geographic area a new permit must be issued.
Ex. 100 devices in DAPCZ
the provider DOESN'T want to change the location or number of devices, than this permit can be renewed.
the provider DOES want to change either the location or the number of devices, a new permit needs to be created
Provider wants to add 50 more units to a geographic area - 150 in DAPCZ
Provider wants to deploy 100 units in new zone, Zone 1 - 100 in Zone 1
You can view provider license by clicking under My License tab
This page is specifically for the Providers (if/when they are granted access to the system)
They would be able to see:
Bonds: What bonds they have and when they are expiring
Insurances: What Insurances they have and when they are expiring
Provider Contacts: Who is listed as the provider contact for the company
Active Permits: Any permits that are in "Active" statuses
Expired Permits: Any permits that are in an "Expired" status
2. Review the application requirements, when ready click --> Start Application button at the bottom of the page
3. Fill out the application fields
Use the Application Type drop-down field to select your application type.
New: Never submitted application before
Renewal: Have a current license that is set to expire
4. Use the Type of Device drop-down to select the device you'd like to license.
5. Use the Permit Term drop-down to select the term you'd like to be licensed for
6. Enter the Permit Year, entering a four digit year (ex. 2022)
7. Click the + Create button to continue
1. Fill out Parent Company fields:
Business Name - Name of the business
Business Structure - Explain the type of business structure
Parent Address - Parent business address
Street Address - Additional address fields
Street Address 2 - Additional address fields
City - City that parent business exists
State - State that parent business exists
Zip - Zip code that parent business exists
Parent Contact Name - Contact Name of parent business
Parent Phone - Phone number of parent business
Parent Email - Email address of parent business
2. Click Save & Continue to Business Information
1. Fill out Business Information fields:
Company Name - Should show your company's name
Business Name/DBA - The business alias, doing business as
Sales Tax Number - Sales tax number issued to your business
Business Structure Type - Select the business structure type that applies to your business
Business Structure Type - Other - if your business structure type is not one of the choices, explain here
Business Address - Business address
Street Address - Additional address fields
Street Address 2 - Additional address fields
City - City that business exists
State - State that business exists
Zip - Zip code that parent business exists
Business Phone - Phone number of business
Business Email - Email address of business
2. Click Save & Continue to Past Performance
1. Fill out Past Performance fields:
Have you held a permit issued by the City of Austin and/or any adjacent cities or counties that has been revoked?
Has your company been fined or had property impounded by the City of Austin and/or any adjacent cities or counties?
Acknowledgement of Outstanding fees & fines - acknowledgment that you don't have any outstanding fees/fines owned to the City of Austin and/or any other cities or counties.
2. Click Save & Continue to Fleet Information
1. Fill out Fleet Information fields:
Fleet Size - How many devices are in your fleet?
Fleet Type - Select the type of device your fleet is
2. Click Save & Continue to Required Attachments
2. Click on plus icon under Attachment column
Click "remove" and Choose File to select a new attachment, select "Open"
Click Submit to attach file
or
Click inside the Attachment field cell
When pop-up appears
Drag file from folder into the pop-up window
Click Submit to attach file
4. Click Submit Application to verify you've met all attachment requirements
You will receive an submission email stating that application will be reviewed.
2. You maybe be required to log into your account first, enter your
Email Address
Password
And click Sign In
3. Click on Details icon under "My Application" table, in the Details column
4. Review notification banner
"Please review "Review Comment" fields under the "Required Documents" section of application. Once customer action is completed, must click "Action Completed" button to finalize."
5. Navigate to the "Required Documents" section to review the Review Comments from the TPW Shared Mobility staff reviewer.
6. Complete the action required
Ex. re-upload a required document
Click "remove" and Choose File to select a new attachment, select "Open"
Click Submit to attach file
or
Click inside the Attachment field cell
When pop-up appears
Drag file from folder into the pop-up window
Click Submit to attach file
8. Click Action Completed button to resubmit the application
9. Confirmation window will appear asking "Have you completed the customer action?"
10. Click the Yes button to submit
You will receive an submission message stating that the updates will be reviewed.
Thank you for providing your updates. Staff will be notified to review your application.
Citizen submits request via Austin 311 app/phone/web
Request routed to Dockless mobility provider
Provider receives request via email and addresses request
Request updated and closed out
Parking Enforcement Officer observes and issue and submits Micro-mobility Service Request request via Share Mobility Portal
Email sent to Dockless mobility provider
Provider receives request via email and addresses request
Provider updates request in Share Mobility Portal and service request is "Closed"
The Micro-mobility Service Request module consists of the following features:
A form to submit new service request
Accessing reports on request volumes and resolution times
Ability for users to find service requests various criteria
Automated Email Notification
Submitting a Micro-mobility Service Request triggers an email notification to service providers
Photo Management
Requesters can upload and manage photos related to their service requests
Location Mapping
The system can map request locations based on the recorded address
Due Date Setting
Due dates can be set based on the severity of the issue
Account Management
Users can manage user accounts through the "Accounts" section
Select + New SR | Micro-modal button
You will see a message appear on the top:
You MUST attach at least one photo to this service request. Please make sure all photo attachments are correct before submission.
Click on "+" icon under Image column
Activate camera to take a photo or select photo gallery to add a photo
To add more than one photo click the Add Photo(s) button on the top left of the page
Click Submit to proceed
Click Save and Continue to finalize the submission
When a photo is added, the Save and Continue button will activate
Fill out the form fields:
Add Address: Enter the location
Select Provider Name: Choose from the dropdown menu
Bird
Lime
Select Complaint Type: Choose from the dropdown menu
Laying on ground/grass
Blocking sidewalk/driveway/ADA ramp
In the street Damaged device
Device in park area/private property
Device in water
Unauthorized area
Select Device Type: Choose from the dropdown menu
Stand-up Scooter
Bicycle
Moped (street use only)
Sit-down Scooter
Details: Enter additional details in the Details field
Click Submit to send the complete service request
After submission, you will see a confirmation message
To update or edit an active Service Request
Click My Submitted SRs
Under the My Submitted Service Requests | Created table
Find the Service Request to modify and click the Details icon (far left column)
Fill out the form fields:
Select Impound Reason from drop down
ADA space/ ramp | ASAP
Neighborhoods – On private property | ASAP
Travel Lane & Bike Lane | ASAP
Broken / Damaged Units | ASAP
Completely blocking mobility | ASAP
Partially Blocking Mobility | 1 hour
Tow Away Zone | 2 hours
Fallen / Knocked Over | 2 hours
Unauthorized areas | 2 hours
Enter in Number of Units to impound (number)
A photo can be attached in the Attach Image field
Click Choose File
Enter additional details in the Note field
Click Submit
Click Non-COA Sign-In button
Click forgot? link
Enter your Email Address into the field and click Submit
You will see a message
An email will be sent with further instructions on how to reset your password if an account was found
The email will prompt you follow a link and create a password in the system
You'll land on the Reset Password page
Enter Password
Enter Confirm Password
Click Submit
Log in to the page you wish to access
Enter Email Address
Enter Password
Click Sign-In
Please reach out to your company account administrator to have them create an account for you.
If you have any questions or issues please email: transportation.data@austintexas.gov
Use your credentials to log in
Go to the "Account Details" tab
This page is specifically designed for providers and displays the status of Service Requests in three categories:
New: Recently submitted Service Requests that have not yet been addressed
In Progress: Service Requests currently being worked on. The status changes to "In Progress" when an activity, such as "Investigate Site," has been added
Close (Resolved): Service Requests that have been completed. The status changes to "Closed (Resolved)" when activities like "Close Issue (Resolved)" or "Impound Device" have been recorded.
Navigate to Account Details tab
This page My Assigned Service Requests is specifically for Providers
Click the Details icon (far left column) to review Service Request information
Select Activity from drop down
Investigate Site: have sent field crew to take action
Contact Citizen: needed to contact a citizen
Attach Image: Attaching image file format
Attach File: Attaching other file format (.csv, .pdf, .doc/x)
Repair/Replace: Conducted a maintenance activity
Close Issue (Resolved): Activity to close service request
Close Issue (Duplicate): Activity to indicate that the service request is a duplicate
If using the following statuses, the system will automatically update the service request status
Investigate Site will update to "In Progress"
Close Issue (Resolved) will update to "Close Issue (Resolved)"
Close Issue (Duplicate) will update to "Close Issue (Duplicate)"
Enter additional details in the Note field (optional, but recommended)
Click Submit
From the Home page:
1. Navigate to the page, go to Get Started button
1. Review the application details and attach all prior to submission
3. Click the hyperlink above the table to learn more about how to attach files
1. Use the email to navigate to the your page
7. Click the hyperlink above the table to learn more about how to attach files
Open the Parking Enterprise Portal (PEP) and go to the section
Click button
You can choose to create a or return back to
Navigate to the form
After clicking Submit you will be returned to the page
Navigate to the page you need to ""
Click on "" to view all Service Requests assigned to your account.
Log into
Click to view provider Service Requests
LICENSE STATUS | DESCRIPTION |
ACTIVE | The license has been deemed active by the SMO Team |
PENDING APPROVAL | The license is under review of the SMO Team |
NOT OPERATIONAL | At times the provider/SMO Team decide that the provider is to not do any business and will "freeze" the status of the license and all the current permits associated to a provider. |
PERMIT STATUS |
DESCRIPTION |
ACTIVE | When SMO Team has added a permit to a provider and that provider is able to do business in the specified area with the specified number of units |
EXPIRED | The permit has expired due to the permit not being renewed |
NOT OPERATIONAL | At times the provider/SMO Team decide that the provider is to not do any business and will "freeze" the status of the license and all the current permits associated to a provider. This status is when the license has become "Not Operational" |