What do I set up before drivers start sharing trips
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The written steps below already work. Come back to watch it.
What do I set up before drivers start sharing trips. A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- Link each driver's login to their employee record (Administration → Logins). A driver without a link sees a message asking the office to link it.
- Give each stop a truck and a driver on the dispatch board.
- Give jobs a location (latitude and longitude on the job) so the live plot and arrival estimates work.
- Make sure the customer has a contact with an email or phone. Messages respect the customer's Deliveries & pickups switch and each contact's notification choices.
- Optional: open Truck tracking settings (Administrators, Office managers and Dispatchers). Open it once so the two message templates exist, then edit their English and Spanish text under Communication → Templates.
Tip
In the settings you can switch the on-the-way and arrived messages on or off, choose the channel (automatic, SMS first or email first), the link validity in hours, how long position history is kept, the average truck speed used for arrival estimates, how often the phone sends a position and the maximum trip length.