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Drivers

View, add and edit drivers.

Before adding a transaction you will need to create at least one driver.

Choose the Master files menu option from the left hand menu, then click Drivers to access the Driver register.

On mobile, first click the hamburger menu icon Menu in the top left of your screen then follow the instructions above.

Sort / filter drivers​

Sort by: Drivers can be sorted by ID, Name and Updated date.

Filter by: Payloader will search a range of key data fields (eg ID, name, notes etc)

Show inactive: Toggle to include inactive records

Call / Email​

Click the telephone ☎️ icon in the lower left of the driver card to initiate a phone call.

Click the email ✉️ icon in the lower left of the driver card to send an email.

Adding a new driver​

See Adding a driver in the getting started section.

Editing a driver​

Click the pencil ✏️ icon in the top right corner of the driver card to display the Edit driver dialog.

Modify the driver details as necessary :-

  • Driver name
  • Username: For app login (must be unique)
  • Password: For app login
  • Email address
  • Contact phone
  • Contractor: Must be linked to a sub-contractor
  • Colour: Highlight colour for this driver on reports
  • Default source: for 'ad-hoc' and unallocated timesheet creation
  • Default vehicle: for 'ad-hoc' and unallocated timesheet creation
  • Default item: for 'ad-hoc' and unallocated timesheet creation
  • Image: Add an image to display the driver image on data entry screens
  • Active / Inactive

Click EDIT to save your changes.

Delete a driver​

Click on the trash can icon Delete in the lower right of the driver card to open the Delete dialog.

You will be asked to confirm your choice.