Contacs: How to add drivers in the eCM System

Nathan Giovenco
13 steps
54 seconds

Ecoachmanager

The 'Drivers' feature in the eCoachManager (eCM) system is designed to manage all information related to the drivers employed by the company. Key aspects of the 'Drivers' feature include: 1.) Driver Profiles: Store detailed information about each driver, including their contact information, date of birth, license details, and even a photograph. 2.) Scheduling and Rostering: Assign drivers to specific routes, shifts, or vehicles. You can also view and manage each driver's schedule from a central location. 3.) Training Records: Keep track of each driver's training history and ensure they are up-to-date with the necessary certifications and skills. 4.) License Status and Renewal Reminders: Monitor the status of each driver's license and get reminders for upcoming renewals. 5.) Performance Tracking: Record feedback, incidents, or performance metrics connected to each driver for evaluation.

Navigate to [yourdomain.ecoachmanager.com/admin](https://demo.au.ecoachmanager.com/admin/#!dashboard.php)

Click "Contacts"

Click "Drivers"

Click "Add Driver"

Please create and enter the username of the driver. This step is crucial as it will serve as the driver's user login on the driver app.

Please provide the desired password for the driver. This is another essential detail as it pertains to your driver's login credentials for the driver app.

Please input the email address of the driver. Each user or driver's email address in the eCM system is crucial as it serves as the unique identifier for every user of the system and its applications.

The driver's entry page is meticulously detailed. In addition to capturing first name, surname, birthdays, and other basic information, it allows for the inclusion of various documents such as a profile picture, driver's license with expiration details, HV license with expiration details, and any other relevant customer document uploads. Moreover, it maintains records and details of the driver's pay, enables report generation, and stores the driver's bank details for easier query and record-keeping purposes.

Upon preferred documents

Click "Bank Details"

Click "Apply" to save

You've got yourself a driver! You've successfully entered a new driver in the system.