Account Settings Helper/Explainer

Basic Settings OpsDriver

Basic Settings OpsDriver

1. Use Driver Check Out Time =  When checked, this shows a "Check Out" button on the Dispatch Main Report (instead of a checkmark icon) until the Check Out button is clicked.
2. Show Driver Portal Check In = This allows drivers to see and click a "Check In" button when they login to their driver portal. 
3. Activate Missed Check In Notification =  This turns on a system notification if a driver misses the threshold set in "missed checking notification minutes".
   
4. Disable Checkin Minutes Before Start Time =  This will disable the Check In button on the Dispatch Main Report for the set number of minutes prior to Driver Start Time so that it cannot be clicked.
5. Time Clock Lock Checkin Minutes = Same as above, but only pertains to the Time Clock application functionality
6. Default Yard =  This will set the Yard by default (instead of a User needing to make a selection) when an Edit Stops modal is opened for the first time.
7. Missed Checkin Notification Minutes =  Sets the number of minutes when the notification of a missed checkin will be sent. 
   
8. Missed Checkin Notification Emails =  Sets the emails that will receive the notifications of a missed checkin. 
   
9. Default Booking Category = Sets the default booking category used when creating new bookings. 
   
10. Default Deposit Due X Days After Booking = Sets the default deposit due to this number of days after the booking is created for bookings which are not using organizational overrides. 
11. Default Deposit Percentage = Sets the default deposit percentage for bookings which are not using organizational overrides. 
    
12. Default Final Payment Due X Days Prior = Sets the default Final payment due date this number of days prior to the first departure for bookings which are not using organizational overrides. . 
    
13. Default Invoice Delivery Method = Sets the Default Invoice delivery method for new organizations.
14. Default Invoice Frequency = Sets the default Invoice Frequency when setting up a new organization.
    
15. Default Credit Limit = Sets the default credit limit for new Organizations when they are created. 
    
16. Default Payment Terms = Sets the default payment terms for new Organizations when they are created. 
    
17. Time Rounding = Used to round time to the next nearest (variable here). Example-  If set to 5 and a booking total was $1002.84, the total would be rounded to $1005.00)
    
18. Driver Start Time Adjustment  = Adds time to the driver paperwork for pre-trip (example: departure time scheduled for 3:00 the driver report time will be set this many minutes earlier than scheduled departure) 
    
19. Driver End Time Adjustment  = Adds time to the driver paperwork for post-trip (example: return to yard time is scheduled for 9:00 this will add this many minutes to the driver paperwork for post trip duties.) 
20. Booking Signature Instructions  = This text is displayed above the signature boxes on the booking pdf as seen below- 
    
1. signature boxes on the booking PDF and the included instructions.

   
   
21. Financial Document Header Info  = Contact Information used on Financial documents, (invoices and statements).