General Settings Tab
Onboarding Process
OpsDriver Onboarding Process Outline We know that the onboarding process can be the key to a successful transition to a new software. We have created a system designed to ensure your teams success in every step of the process. These are the steps you ...
Text to think about on the Account Settings Page
Setting Page Text On the Account setting page there are a number of fields that have text you can enter that flow through to different places in the application. This document will help you understand those fields and will provide you with examples ...
Account Settings Helper/Explainer- Quote Review Settings
Account Settings Helper/Explainer The following will explain the Quote Review section on the account settings page and what it means for your company- Quote Review Settings The quote review settings are designed to limit what types of quotes ...
Account Settings Helper/Explainer- Trip Settings
Account Settings Helper/Explainer The following will explain the Trip Settings section on the account settings page and what it means for your company- Trip Settings Trip Settings Section on the Account Settings Page Vehicle Spot Time (Pre-Trip)= ...
Account Settings Helper/Explainer- Basic Settings SalesDriver
Account Settings Helper/Explainer The following will explain the Basic Settings (SalesDriver) on the account settings page and what it means for your company- Basic Settings (SalesDriver) Section Enable Price Per Mile Calculations? = This turns on ...
Basic Use of the Pricing Calendar
Basic Use Of The Pricing Calendar Overview This module explains how to use the Pricing Calendar in OpsDriver to set demand-based pricing, manage vehicle availability, and apply pricing templates efficiently. The Pricing Calendar directly influences ...
Enhanced Pricing Setup
Enhanced Pricing Setup Overview This module provides guidance on configuring advanced pricing equations in OpsDriver, including enhanced hourly and mileage calculations, inclusion rates, and segment-based pricing logic. These tools allow for more ...
General Account Settings Training
General Account Settings Setup Overview This module explains the General Account Settings section of OpsDriver. These settings define how pricing, trip timing, customer interactions, and quote expirations are handled throughout the system. 1. Pricing ...
Marking vehicles as sold out or limited availability
Marking Vehicles as "Sold Out" or "Limited Availability" Overview This module explains how to use the Pricing Calendar in OpsDriver to manually mark vehicle types as Sold Out or flagged as having Limited Availability. These settings control what ...
Call us settings
Call us settings Overview This module explains how to configure Call Us Settings—a feature designed to limit live pricing based on trip complexity. These rules help sales teams intervene on quotes that may exceed your comfort level for instant ...
Yards and Vehicle Inventory
Yards and Vehicle Inventory Overview This module covers how to configure yards (dispatch points) and assign vehicle inventory to those yards in OpsDriver. Proper yard and vehicle configuration supports accurate trip pricing, vehicle assignment, and ...