Help center · Transport management
Guides for the transport management system
Drivers, fleet, clients, routes and scheduling, the trip board and the driver app — every action in the system, step by step, tagged by role.
Getting started
First login, security and how the system is organised
- First login, changing your password and two-factor authenticationHow to sign in the first time with your temporary password and turn on two-factor authentication (required for admins, management and office managers).
- A tour of the screensWhat each menu screen is for, and where to start every morning.
Drivers
Adding drivers, licences, documents and driving hours
- Adding a new driverA driver card, licence grade, documents and an app sign-in code.
- Importing drivers from ExcelAdding a list of drivers at once from a file.
- Uploading a driving licence, medical certificate and permitUploading a document, automatic reading of the expiry date, and a reminder before it expires.
- Driving and rest hours logWhere to see a driver's driving hours and how to add a manual entry.
- A driver forgot their sign-in codeIssuing a new temporary code for the driver app.
Fleet
Vehicles, licensing and insurance, service and expenses
- Adding a vehicle — including auto-fill from its documentsAttach the registration, insurance and test right when creating it, and let the AI fill in the details.
- Uploading the vehicle licence, insurance and testUploading and scanning vehicle documents and updating expiry dates from them.
- Recording a vehicle expense from a receiptFuel, repairs, tyres, tolls or fines, with automatic reading of the receipt.
- The yearly service — recording it and remindersService is yearly: you record the service that was done, and the system sets the next one.
- What does "needs attention" mean?When a vehicle is flagged, and how to show only those vehicles.
Clients
Clients, contacts and contracts
Routes & scheduling
Routes, stops, regular assignments, the routes map and one-day changes
- Creating a route: stops, addresses and assignment — in one windowA client route, stops with an address from the list, and a regular driver and vehicle.
- Changing an existing route's assignmentWho drives, in which vehicle and on which days — edited from the same route window.
- Conflicts and warnings when assigningWhat the system checks, and when to save anyway.
- A one-off change for a date: cancel or swap driver/vehicleA sick driver, a vehicle in the garage or a holiday, without changing the regular assignment.
- The routes mapEvery route on one map, each in its own colour.
- Ending an assignmentA driver leaves a route or a client ends, without deleting history.
Trip board
Day, week and month views, delays and reports
- Tracking today's tripsThe statuses on the trip board and what each one means.
- Day, week and month viewsThe same trip board, at three levels of detail.
- Starting and ending a trip for a driverWhen a driver cannot report from the phone, the office reports for them.
- A late trip: what happens and what to doThe automatic alert and three steps to handle it.
Service tickets
Reports from drivers that reach the office manager
Inventory
Safety gear, parts, fluids and uniforms — quantities and low-stock alerts
AI assistant
Questions about your data, receipt scanning and insights
Users, permissions & alerts
User management, manager reports, alerts and the audit log
- Adding an office user and permissionsThree office roles: admin, office manager and management. Drivers sign in with a driver number and code.
- Alerts: what is sent, when, and turning them on for your deviceFleet and driver reminders 30 days, a week and a day before, and how to turn on browser and phone notifications.
- Audit logWho changed what, and when.
Driver app
The driver's day: map, trips and reports from the phone
- Driver sign-inWhat to give a new driver so they can start using their phone.
- My day: map, trips, start and endThe driver's home screen — today's routes on a map and the trips in order.
- Quick report: running late, fault, warning light or accidentOne tap on the "My day" screen, and the report reaches the office manager.
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