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Documentation

Managing Drivers

Maintain the driver roster, capacity, service areas, and transport history

In this guide

Key sections from this documentation page.

Open the Driver RosterAdd or Edit a DriverDriver Profile

Managing Drivers

Open the Driver Roster

Open More > Transports, then click Drivers in the header.

The driver workbench supports:

  • Search by name, email, phone, or license.
  • A preferred-method filter for Car or Air.
  • Sorting by name, trips, miles, hours this week, or recent update.
  • Pagination and column customization.

Rows show driver identity, service areas, Active or Inactive status, trip statistics, weekly capacity, and updated information.

Add or Edit a Driver

Only Name is required. The full-page form also includes:

Contact

  • Email, phone, and license number.
  • Is Active, which controls whether the driver appears in new transport assignment lists.

Service Areas

  • Home base.
  • Rescue service area.
  • Appointment service area.
  • Preferred method: ground, air, or no preference.

Availability

  • Maximum drive distance.
  • Weekly hours capacity.
  • Hours driven this week.
  • Availability notes.

The edit form also shows stored trip and mileage statistics. Delete is available on the edit page and from the profile action menu.

Driver Profile

The profile shows:

  • Active or Inactive status.
  • Contact, license, home base, and service areas.
  • Driver tenure, transport count, total miles, and hours this week.
  • Preferred method and lifetime ground/air trip totals.
  • Availability notes and activity.
  • Assigned transports, newest first.

Click the status badge to activate or deactivate the driver. Inactive drivers stay on file but are not offered when scheduling a new transport.

Add a Driver Transport

In the driver's Transports panel, click Add Transport. The side panel uses the shared transport form and preselects the driver. Select an existing transport row to open its profile, or use its edit action to update it in the panel.

Keep reading

Move through the documentation in order.

PreviousCreating and Editing TransportsNextTransport Distance Calculator
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