Basic OpsDriver Account Settings

Basic OpsDriver Account Settings

Overview

This module covers how to configure essential account settings in OpsDriver for your company. These settings control everything from default trip timing to deposit rules, time tracking, invoicing, and system consistency.

1. Accessing Account Settings

Step-by-Step Instructions:

1. Navigate to Company Setup > General Settings.

2. Click on Account Settings.

This area will show options for all account types (Sales, Driver, and OpsDriver), but the focus here is on OpsDriver.

2. Key OpsDriver Trip Settings

Vehicle Spot Time

• Default time the vehicle should be on-site before the first pickup

• Common values: 30 or 60 minutes

Unloading Time

• Default time after the final drop-off to allow for unloading or paperwork

Note: These defaults apply to all new bookings but can be customized per trip.

3. Driver Check-In & Time Clock Settings

Features:

• Driver Check-In: Enables drivers or dispatchers to check in before a trip.

• Missed Check-In Notification: Alerts staff if a driver hasn’t checked in by a set time.

Configuration:

1. Enable check-in tracking via checkbox.

2. Set the time threshold for missed check-ins.

3. Enter notification email addresses.

4. Payment Settings

Default Deposit Settings:

• Deposit Due Days: Number of days after booking creation that the deposit is due

• Deposit Percentage: Amount of the total due as a deposit

Final Payment Settings:

• Set how many days before the trip the final payment is due (e.g., 14 days)

5. Time Rounding & Driver Adjustment Settings

Time Rounding Options:

• Round trip times to nearest:

  • 1 minute (exact)

  • 5, 10, or 15 minutes (rounded for clarity)

Driver Time Adjustments:

• Start Time Padding: Add minutes before trip for pre-trip inspection, etc.

• End Time Padding: Additional time after trip

These can be applied system-wide or customized per booking.

6. Invoicing Defaults & Financial Controls

Set default options for:

• Invoicing terms

• Credit limits

• Payment settings for organizations or contacts

These defaults promote consistency but can be adjusted per client or booking as needed.

7. Document Customization

Customize text for:

• Booking signature instructions

• Financial document headers (invoices, contracts, etc.)

This ensures your documents reflect your brand and policies.

8. Branding the Payment & Checkout Page

If using TBN’s online checkout:

• Use color selectors to match your brand

• Customize the payment experience for your customers

Contact your TBN representative for design assistance if needed.

Next Steps

Once these settings are configured:

• Begin creating bookings

• Build organizations and contacts

• Use your system confidently with defaults aligned to your operations