Teams functionality feature enables the pairing of two drivers to jointly deliver a single order. This ensures optimal timing and efficiency, particularly for delivering important orders on a tight schedule.
When creating a new team asset, firstly, make sure that teams create permission is enabled. This guarantees that users have the necessary access rights to initiate the asset creation process within the system. If permissions are not granted, ask your company admin for assistance.
Accessing Teams asset
To access the asset, firstly go to Assets and then select Teams:
The number 5 near the Teams indicates how many team assets there are at the moment;
Teams window will be shown, where the current teams will be visible:
Adding a new team asset
To add a new team asset, press on Create new team on the right-hand side of the screen;
A new window will pop up, where the general information about the team has to be added:
Select team manager (Driver manager) from the list;
Select the 1st driver from the dropdown list;
Select the 2nd driver from the dropdown list;
Select the team truck from the dropdown list or assign one truck from the current drivers:
After the general information is added, press Next and add financial information about the team;
Select the payment details:
Per Mile;
Per Hour;
Per Day;
Percent;
Select the tax classification:
Individual;
Corporation;
Fill out the details of the corporation:
Corporation Name;
Tax ID;
Address;
Country;
State;
City;
ZIP;
Edit the pay split for the team drivers - by default the split is equal - 50/50;
Viewing Teams asset
To view the asset information, press on the specific team - then the information will be presented:
On the bottom of the screen driver manager will be shown; it can be changed if needed;
Team status can also be seen on the bottom of the screen - to change the status press on it and choose other status:
To terminate the team, press on Terminate on the bottom of the screen;
Confirm the termination by pressing Yes:
To view team notes, press on the notes icon;
To add a new note, press on the plus icon:
To view team imaging, press on the gallery icon;
To add a new imaging, press on the plus icon:
Teams can be filtered by status. To do that, press on the filter icon on the top of the screen and select the intended filters:
When the filters are selected, press Apply - the assets will be shown accordingly.
Additional information
If the driver is added to the team of drivers, it will not be shown in the driver list;
When the driver is added to the team it is shown as an team not driver asset.