Add a driver profile

Goal

Create a driver profile that you can assign to jobs, with the licence date that compliance checks read.

Prerequisites

• Your role can create drivers (Owner, Admin or Ops Manager by default).
• You have the driver's full name. Have an email address ready if you want to invite them to the driver app afterwards.
• Add the vehicles first if you want to set a primary vehicle for the driver.

Steps

1. Open Cars & drivers and select the Drivers tab.
2. Select Add driver. If the list is empty, the button reads Add your first driver.
3. Under Basic information, enter Full name. Add Email, Phone and Hire date as well. The hire date is filled with today's date.
4. Under License information, enter License number, License class and Expiry date. Without an expiry date the driver counts as missing in the compliance score.
5. If you can see pay details, set Payment method and the rate field it shows under Payment and rates, and keep Status on Active.
6. Under Qualifications and vehicle assignment, tick the Qualified vehicle classes the driver may drive. Leave all unticked if the driver may drive any class.
7. Optional: set Languages spoken, Specializations, Primary vehicle and Secondary vehicle.
8. Select Add driver. A Driver created successfully message confirms the save.

Expected result

The driver appears in the Drivers list and can be chosen when you assign a driver to a job. The profile has no app login yet. Use the invite step to give the driver access to the driver app.

Troubleshooting

• If the driver shows No license date or an Expired badge in the list, open Edit driver and enter the licence Expiry date.
• If nothing happens when you select Add driver, check that Full name is filled in. A profile needs a name.
• If the Payment and rates section is missing, your role cannot see pay details. The section stays hidden so that saving cannot overwrite existing rates.
• If you are on a Solo plan, only the workspace owner can create a driver profile, and it is linked to the owner's own login.
• If a vehicle is missing from Primary vehicle, add it to your fleet first and reopen the form.
• If you ticked Qualified vehicle classes by mistake, select Edit driver on the row and clear the box.