In this article, you will learn how to add a driver, remove a driver, import a driver, set the driver display name, and set driver capacity.
Add a Driver
To add a driver, click the + button in the bottom-right corner of the Drivers tab in your dashboard settings.
Note: You must create a team before adding any drivers.
Enter the driver’s information and choose which team(s) they will be assigned to. They must be assigned to at least one team, and you can edit this later by double-clicking the driver’s name in the sidebar. Choose the appropriate method of transportation from the options: walker, bicycle, motorcycle, car or truck.
Onfleet's new Driver Job Board may be a helpful resource if you have job openings for drivers. You can post jobs here.
The driver's address is optional and can be selected as an option during Route Optimization so that routes can be optimized to, and/or from, the driver's preferred starting point.
Drivers can be added to a team by selecting a team while adding a new driver or editing an existing driver's profile.
Or, by selecting a driver while editing the team.
Once added, the driver will receive the following SMS notification:
"You have been added to Onfleet by [Organization Name]. Your temporary password is: 12345. Download the driver app here: https://onfleet.com/download/app"
The type of smartphone the driver is using will be automatically detected, and the correct version of the app will be downloaded (iOS or Android). They must be using iOS 8.0 or above, or Android 4.4 or above.
Additionally, once added, you will be able to view the temporary password for drivers in the driver modal accessed by double-clicking on a driver in the sidebar. This is helpful if, for some reason, the driver did not receive the SMS. You can supply the driver with this temporary password so they may log in, upon login, they will be prompted to set a permanent password, and must set themselves to On-Duty for the password change to take effect.
If a driver has set a permanent password, you'll be able to identify this as well:
As soon as you have added the driver to Onfleet you can start assigning tasks to them, even if they haven't installed the driver app yet.
Import Drivers
The driver import feature can be used to batch-create new Onfleet drivers. The process is very simple:
- Download this CSV file which has the following column headers: worker_name, worker_phone, worker_team, worker_vehicle
- Fill in the columns with the information for each driver that you want to upload into your dashboard with the following format parameters (important to follow these rules):
- worker_name: First Last (spaces okay)
Ex: Jason Terry - worker_phone: ########## (no spaces)
Ex: 2025558722 - worker_team: Must match the team name in dashboard exactly (recommended to copy and paste directly from dashboard)
Ex: Downtown South - worker_vehicle: must be all caps
BICYCLE
MOTORCYCLE
CAR
TRUCK
Note: worker_vehicle is a required value and cannot be empty.
- Save your spreadsheet as a .CSV
- While logged in as the organization admin, navigate to Settings > Drivers. Click the "Import..." button, click “Choose File…” ---> select the .csv that you saved ---> upload of drivers should complete automatically
Remove a Driver
Remove a driver by double-clicking them in the sidebar and clicking "
Drivers can also be removed directly from admin and dispatch settings. Select the tab, choose the driver to be removed from the list of drivers, and click the button. Confirm that the driver should be permanently removed.
Removing the driver will not remove the mobile application from their device, but they will no longer be able to log in or complete tasks.
Drivers cannot be removed if they have any tasks assigned to them.
Note: Dispatchers can only add drivers to teams where they are registered as a dispatcher.
Driver Display Name
Dispatchers can change a driver's display name in all messaging received by recipients. If left blank, Onfleet defaults the driver display name to the driver's name.
This is especially useful if drivers are added by first and last name for organizational purposes, but displaying the first and last name might be a bit too formal or intrusive for your customer-facing messaging. Additionally, if you want to maintain control of your recipient experience (drivers can change their name in the app, but the display name can only be configured through your dashboard).
This driver display name will be used in all SMS messaging that contains the {workerName} tag, and in the live tracking page if you are displaying the Driver Name attribute.
Changing the driver display name
There are two ways to set the display name: via the Onfleet API and in the dashboard.
To set the driver display name via the API, use the displayName property (details here).
To change the driver display name in the dashboard, simply open the dashboard settings and click on the Drivers tab.
Next, double-click on a driver's name (or highlight a driver's name and click Edit...) and enter a name in the Display Name text field. Click Save to confirm the display name change.
Dispatchers can also edit driver details by double-clicking on a driver's name in the side bar and clicking Edit.
Set a Driver Capacity
To set a capacity, navigate to the Drivers tab of your dashboard settings. Click the Edit button in the bottom-right corner or double-click the driver's name. Enter the vehicle's capacity, in any unit you prefer (meters, feet, quantity, etc.), and "Save" to apply the changes.
Note: Units used for driver-vehicle capacity must match the units used when specifying Task Quantity. If capacity is not defined (and using Route Optimization), Onfleet will assume unlimited capacity and defer to your other Route Optimization constraints. For more information on Route Optimization, please check out this article.
Alternatively, you can set a driver's capacity on the fly by double-clicking the driver's name from the sidebar. Simply Edit and update the Capacity as indicated above.