Account, Settings & Admin
Manage users, permissions, company settings, and security.
Settings & Configuration
Complete guide to company profile, branding, payments, notifications, and system preferences
Introduction to Settings
Central hub for configuring company profile, branding, payments, notifications, and team management.
Company Profile and Branding
Configure business identity information including name, contact details, timezone, brand color, and default billing settings.
Logo Management
Upload and manage your company logo for customer-facing documents, portals, and email headers.
Billing Options
Configure hourly billing, default delivery fees, and deposit percentages for jobs and quotes.
Staff Settings and Tech View
Enable Tech View access for admin and dispatcher staff to use the mobile Driver App interface and receive job assignments.
Customer Portal Settings
Control customer visibility of employee names, online status sharing, and support contact information.
Payments Setup and Stripe Connect
Connect your Stripe account to accept credit card payments from customers through invoices and the portal.
Fees and Disclosure
Understand payment processing costs, platform fees, and how funds flow through the system.
Email Notifications
Configure email alerts for customer service requests, supply requests, and portal messages.
Push Notifications
Enable browser push notifications for instant alerts about customer messages and important system updates.
Business Hours Configuration
Set your operating hours for each day of the week to display in the Customer Portal and scheduling.
Pricing Rules
Configure special pricing logic including holiday surcharges, weekend rates, volume discounts, and seasonal adjustments.
User Management Overview
Centralized control over team members, roles, access permissions, and account status with grid and list views.
Adding and Inviting Team Members
Invite new team members via email with role assignment and track pending invitations.
Editing User Profiles
Update team member information, change roles, and modify access permissions including Tech View access.
User Roles and Permissions
Understand role hierarchy, access levels, and feature permissions for admins, dispatchers, and drivers.
Deactivating and Removing Users
Manage user departures by deactivating or deleting accounts with understanding of data preservation.
Bulk Team Operations
Efficiently manage multiple users with CSV imports, exports, and bulk role or status changes.
Team Compliance Tracking
Track certifications, training requirements, and documentation expiration with automated alerts.
Troubleshooting Settings Issues
Solutions for common settings problems including save failures, Stripe connection, notifications, and logo uploads.
Bulk Team Operations
Perform mass actions on multiple team members simultaneously for efficient management.
Team Management
Complete guide to managing team members, schedules, credentials, training, and compliance
Bulk Team Operations
Efficiently manage multiple users with CSV imports, exports, and bulk role or status changes.
Introduction to Team Management
Central hub for organizing staff, managing schedules, tracking compliance, and ensuring qualified availability.
Team Management Dashboard
Centralized view of all team members with filtering, search, and quick actions.
User Roles and Permissions
Roles determine what each team member can access and perform within the system.
Adding New Team Members
Add new team members by inviting them via email with their assigned role.
Editing Team Member Profiles
Update team member information, contact details, and settings through the edit modal.
Activating and Deactivating Users
Control user access by activating or deactivating their accounts without permanent deletion.
Role Assignment and Changes
Assign or change user roles to grant appropriate system access.
Driver Working Hours Configuration
Configure working hours and availability schedules for drivers to optimize job scheduling and dispatch.
Setting Daily Schedules
Configure specific working hours for each day of the week for individual drivers.
Driver Credentials Management
Track and manage essential driver documents including licenses, medical cards, and certifications.
License Tracking and Renewal
Monitor driver license status and receive alerts for upcoming expirations.
Medical Card Compliance
Track DOT medical examiner's certificates to ensure driver compliance with federal regulations.
Training Records and Certification
Track driver training completion, certifications, and ongoing education requirements.
Training Types and Requirements
System tracks various training types commonly required for commercial driving operations.
Compliance Dashboard Overview
Real-time monitoring of team compliance status across all document types.
90-Day Expiration Forecasting
Predict upcoming document expirations to help you proactively manage renewals.
Time-Off Request Management
Manage driver time-off requests through a centralized approval workflow.
Approving and Denying Requests
Review pending time-off requests and approve or deny based on business needs.
Time-Off Calendar View
Visualize team time-off on a calendar to plan scheduling and identify coverage gaps.
Driver Self-Service Time-Off
Drivers can submit time-off requests directly through the mobile app or driver portal.
Bulk Team Operations
Perform mass actions on multiple team members simultaneously for efficient management.
Team Data Import and Export
Import new team members via CSV upload and export team data for reporting.
Team Member Profile Cards
Profile cards provide at-a-glance information about each team member with quick action access.
Troubleshooting Team Management
Common issues and solutions for Team Management functionality.
User Management
Manage team access
Company Settings
Configure your organization
Security
Keep your account secure