Provider Guide

What is it?

The Daily Schedule shows all your trips organized by date and time, giving you a clear overview of your daily operations.

How to use it:

• Select a date: Click on any date in the calendar to view trips scheduled for that day
• View trip details: See client names, pickup/dropoff locations, and trip status at a glance
• Track round trips: Trips marked with a round trip badge show the return pickup time
• Monitor capacity: See how many trips are scheduled for each time slot

Best practices:

• Check your schedule each morning to prepare for the day
• Look ahead to upcoming days to plan driver assignments
• Note any trips that need special equipment or accommodations

What is it?

Driver Management is your central hub for adding, editing, and organizing your driver team.

How to use it:

• Add a driver: Click "Add Driver" and enter their name, phone, email, and license number
• Edit driver info: Click the edit icon next to any driver to update their information
• Remove a driver: Click the delete icon to remove a driver from your roster
• Assign drivers to trips: Click "Assign Drivers to Trips" to match drivers with specific bookings

Required information:

• Full Name: Required - The driver's complete name
• Phone: Required - Contact number for the driver
• Email: Optional - For electronic communications
• License Number: Optional - Driver's license for your records

Assignment workflow:

1. Add all your drivers to the system first
2. When trips are confirmed, go to "Assign Drivers to Trips"
3. Select a date to see all trips for that day
4. Choose a driver for each trip from the dropdown
5. Review your assignments in the summary
6. Click "Confirm All Assignments" to finalize

What is it?

Fleet & Hours manages your vehicle availability and operating schedule, controlling when and how many bookings you can accept.

Default Vehicles Per Time Slot:

This number determines how many trips you can handle simultaneously. For example:

• Set to 1: You can accept 1 trip per time slot (good for small operations)
• Set to 3: You can accept up to 3 trips at the same time (if you have 3+ vehicles)
• This prevents overbooking and ensures you have enough vehicles available

Weekly Operating Hours:

Configure when your service is available for each day of the week:

• Toggle on/off: Enable or disable service for each day
• Start time: When you begin accepting trips
• End time: When you stop accepting trips
• Closed days won't show up as available options for bookings

Tips:

• Be realistic about your capacity - it's better to have fewer slots that you can fulfill reliably
• Update your hours if you take holidays or have seasonal changes
• Remember to click "Save" after making any changes

What is it?

Service Rates allow you to set your pricing for different types of medical transportation services.

Rate structure:

Each transport type has two components:

• Base Rate: Your starting price for any trip of that type
• Per Mile Rate (over 5 miles): Additional charge per mile for trips longer than 5 miles

Transport types:

Pricing examples:

Best practices:

• Research local market rates to stay competitive
• Consider your costs: fuel, vehicle maintenance, insurance, driver pay
• Update rates seasonally if needed (gas prices, demand changes)
• You can leave a service type empty if you don't offer it
• Remember to click "Save Rates" after making changes