Add and manage drivers

The Drivers page lists every driver with their vehicle, current route, status and app tracking. Dispatchers can look at drivers and message them. Adding, editing, inviting and changing documents needs the Admin or Operations manager role.

Find a driver

1. In the sidebar, click Drivers.
2. Use the Needs attention filters: On shift now, Documents expiring (anything expired or expiring within 30 days), Not on the app and Suspended. Click one again to clear it.
3. Search, or filter by status, depot, licence status and driver app status. Click a driver to open the profile.

The Compliance & availability card below the list shows drivers with expiring documents or limited availability. Click View all compliance to see everyone.

Add a driver

Admin or Operations manager.

1. Click Add driver.
2. Fill in Personal information, Contact details (the Email is the driver's app sign-in), Licence & compliance, Assignment (at least the Status), Compensation and Emergency contact.
3. Under Documents, drop the licence, medical card or other PDFs and set each one's Type, Document No. and Expiry date.
4. Keep Invite to the driver app ticked to e-mail the app links, your company ID and a set-password link.
5. Click Add driver, or Save draft to finish later.
6. A new driver starts as Pending approval unless you pick another Status. Open the driver and click Approve driver once you have checked them; until then you can't assign them a vehicle.

Invite a driver to the app

If the driver is not on the app yet, the profile header shows Invite to app (or Resend invite). The Driver app card has the same with Send invitation. After sending, a dialog shows the link: click Copy invite link or Text the link. The link works once and expires in 7 days.

To invite several drivers at once, tick them in the list and click Invite to app. Revoke access on the Driver app card signs a driver out of the app.

Keep licences and documents current

1. Open the driver and click the Licence & documents tab.
2. In Compliance documents, click Add document, or use a row's ⋯ menu: Approve or Reject… documents the driver uploaded, Edit dates or number / replace file, or Request renewal from driver.
3. In Document requests, click Request document to ask for a missing one in the app.

Drivers are reminded in the app 30 and 7 days before a document expires; past-due documents turn expired, and your company address gets a summary e-mail. You can also get licence expiry alerts yourself in My alerts.

Edit, status and app permissions

• Edit driver opens the same form. Assign vehicle / Change vehicle assigns a vehicle to the driver.
• In the Assigned vehicle card, Current vehicle shows the vehicle the driver holds now. Set current vehicle (choose the Vehicle, click Set vehicle) puts the driver in a vehicle that is free; Release frees it, and the driver keeps the assignment. A vehicle another driver holds shows In use by and can't be chosen. If the driver is clocked in, Force end the shift first. Vehicles driven lists the last 30 days. See Share company vehicles between drivers.
• The ⋯ menu changes the status (Mark on break, Mark unavailable with a reason and end date, Suspend driver, Deactivate driver), unassigns the vehicle or ends employment. Everyone can Copy driver ID.
• The Permissions tab sets what this driver sees and may do in the app. Settings that differ from the company show Custom. Click Save permissions, or Reset to tenant defaults.

Company-wide driver defaults are explained in Driver app settings.