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Invite drivers and install the driver app

To add a driver, invite them from Users with driver app access, have them install the app on iOS or Android, then check they can sign in.

Available on: ProLast reviewed

Steps

  1. Step 1: Set up a driver role

    Roles decide what each person can open. Use a driver role, or create one, that gives access to the driver app only and not to the dashboard.

  2. Step 2: Invite the driver

    Go to Users and invite the driver with their name, email and phone number. Give them the driver role and the locations or zones they work. They get an email invitation.

  3. Step 3: Send the install links

    From the app's driver app page, email the driver the install links for the App Store on iPhone and Google Play on Android.

  4. Step 4: Have the driver install and sign in

    The driver installs the app, accepts the invitation and signs in with the email you invited. Ask them to allow location access, so the live driver map, arrival detection and ETAs work.

  5. Step 5: Set the rules drivers follow

    In the app's Mobile app settings, choose what drivers must do at each store: photo proof, proof of pickup, strict location tracking, the arrival radius, pick lists and stock checks.

  6. Step 6: Put the driver on duty and test

    Mark the driver on duty, assign them a short test route and check it appears in their app.

Features in this article

  • Driver app for iOS and AndroidLive
  • Per-store driver policyLive
  • Roles and permissionsLive
  • Driver online/offline presenceLive
  • Driver job boardLive

What this is for:

See the setup for Shopify

Before you start

  • Drivers count toward the driver seats on your plan. See Change or cancel your plan to add seats.
  • Each driver needs an iPhone or Android phone and an email address for their invitation.

What drivers can do in the app

Drivers see their routes and stops, pick orders, update each delivery's status, call or WhatsApp the customer, capture proof of delivery and record cash on delivery. If you use the job board, drivers can also claim open orders themselves.

Troubleshooting

If it doesn't work.

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