Drivers now ask for money codes from the driver app instead of calling the office. The request comes to the dashboard with everything you need to decide, and when you approve it the code appears in the driver's app. Nobody reads a code out over the phone.
What you need
- The driver app on iPhone, version 1.11.5 or later, or on Android, version 2.2.25 or later. Ask drivers to update it from the App Store or Google Play.
- Your company issues money codes from the dashboard and has money code categories set up (lumper, cash advance, repair and so on).
- Someone in the office holds the Approve Money Code Requests permission.
If your drivers don't see money codes in the app, contact support and we'll turn it on.
What the driver does
The driver asks for a code: amount, category and a note for the office.
The driver sees where the request stands, and the code once it is issued.
- At a stop, taps Request money code.
- Fills in the amount, picks the category and adds a note if needed.
- Taps Request code.
- Follows the request in Account > Money Codes: Waiting for approval, Being issued, then Ready. If you decline it, the driver sees Declined with your reason.
- When it is Ready, opens it and taps Show secret code.
A driver who no longer needs the code taps Cancel request.
In the dashboard: set up once
Settings > Money Codes > Code Categories: what drivers can ask a code for.
- Open Settings > Money Codes > Code Categories and add the categories drivers can pick: lumper, cash advance, repair and so on. Each has a name and an icon.
- Open Settings > Roles and give Approve Money Code Requests to the people who decide. Without it, approve and reject are hidden.
In the dashboard: every day
A request in Money Codes > Requests: choose who pays, then approve or reject.
- Open Money Codes and go to the Requests tab. The badge on Money Codes in the sidebar shows how many requests wait.
- Open a request. You see the amount, the category, the driver's note, the load and its customer, the time to decide by, the driver's requests in the last 30 days and the driver's open settlement.
- Under Who pays, choose the Customer (the code goes on the order's invoice), the Driver (deducted from pay) or the Company. The dashboard suggests a payer for each category.
- Press Approve. If your company has more than one provider contract, pick the contract first. The code is issued with your provider and appears in the driver's app as soon as the provider confirms it.
- Or press Reject and write the reason. The driver sees it next to Declined.
Tell your drivers
"Update the driver app. Need a lumper, a cash advance or a repair? At the stop, tap Request money code, and you'll get the code in the app as soon as the office approves it."
