Welcome to Pulpo’s Help Center! In this article, we explain how to use the Driver module, designed to manage all the information and operations related to your fleet’s drivers.
Accessing the Driver Module
To get started, go to the left-side panel and select Fleet > Drivers. This module is divided into two main screens, each with specific functionalities.
Screen 1: General Driver Overview
This screen provides a summary table displaying key details of all drivers registered in your account. Here, you can:
✔ Customize columns according to your needs.
✔ Filter data to search for specific drivers.
✔ Export data in Excel or CSV format for external analysis.
Screen 2: Individual Driver View
When you select a driver, you will access their individual view, which is divided into three main sections:
1. Detailed Information (Left Panel)
✔ View key driver details, such as personal data, licenses, and contact information.
✔ Register unique events, such as assignments or specific reminders.
2. Driver Operations (Central Section)
Dashboard: Find Key Performance Indicators (KPIs), including:
✔ Expense history linked to the driver.
✔ Expense segmentation by type or time period.Activity Log: Review a detailed audit of all transactions related to the driver, including:
✔ Information on who registered the event (user or integration).
✔ Recorded date and effective date of the event.
✔ Editing options in case of errors.
3. Operational Management (Right Panel)
✔ Assignments: Manage vehicle or payment method assignments for the driver.
✔ Reminders: Create important alerts for license renewals, training dates, and more.
✔ Documents: Organize and manage all driver-related documents, such as license copies, contracts, or certifications.
Benefits of the Driver Module
The Driver module centralizes all information and actions related to your fleet’s drivers, allowing you to:
🚀 Maintain an up-to-date and organized record.
🚀 Automate reminders for key events.
🚀 Analyze driver performance and related expenses.
Helpful Tips
✅ Important Documents: Upload digital copies of licenses and certifications for easy access.
✅ Segmentation: Use advanced filters to analyze driver performance and costs.
✅ Audit Tracking: Utilize the activity log to review who made changes and when.
Do You Have More Questions?
We hope this guide was helpful! If you need more information or additional assistance, visit our Help Center or contact our support team.
Thank you for choosing Pulpo to manage your drivers! 🚀