Flex's Driver Profile feature is the answer for admins who struggle to keep all of their driver information organized and in one place.
Driver Profile centralizes driver information, so fleet admins can easily manage schedules, performance, satisfaction, and more without having to switch across platforms!
What Driver Profile shows
Admins can view the following fleet member information:
- Contact and profile information, for quick and easy access, including
- Upcoming, in-progress and completed loads to help with scheduling and tracking
- Notes added for that fleet member, for performance tracking and DOT compliance
...more features coming soon!
How can a fleet admin access Driver Profile and Notes?
- Click on 'Fleet members' from the left side navigation bar
- Click on any fleet member whose profile you'd like to access
- Toggle between the 'Profile' or 'Jobs' tab or add a Note on the top right corner
Of the profile information shown, what info can an admin edit?
Profiles show the following information:
Editable by admins:
- Phone number
- Mailing address
Not editable by admins, only editable by fleet members:
- E-mail address
- Date of birth
Why is some information editable by admins while other information is not?
Contact information associated with a fleet member's login is not editable by admins. In the event an admin inadvertently edits a fleet member's e-mail address or date of birth, that fleet admin may have trouble logging in to CloudTrucks.
Who can view and add notes on a driver's profile?
Only admins can view and add notes on a driver's profile. Please note, means that admin-drivers can view any notes that have been written on their own profile.
How can admins add, edit, or delete notes?
Admins can add add a note by clicking on the 'Add' button on the top right corner next to Notes. They can also expand the Notes section and hover over to see the edit and delete icons (a pencil and a trash bin)
Why are Notes required for DOT compliance?
If your fleet is ever audited by the DOT for safety or performance, you should always refer to your note history to prove that you have had coaching and performance-related conversations with your drivers. Notes keep that paper trail for you organized in one place!