Goal
Give one driver working portal access and complete an assigned trip through the correct status sequence.
Prerequisites
- The operator can manage Drivers and the driver profile is active with a unique email address.
- The company mailbox is connected so the invitation can be delivered.
- The booking is confirmed and assigned to that driver on the correct journey.
- The driver has a supported phone browser or the installed mobile app.
Steps
- As an operator, open Company > Drivers.
- Select Add Driver if the profile does not exist, enter the driver's real details, and save.
- On the driver row, select Invite to app. If the driver already has a compatible account, use the link flow offered by the invitation instead of creating a duplicate identity.
- Confirm that the invitation reports success. The driver opens the email, completes account setup, and signs in.
- Assign the confirmed booking to the driver's profile on the correct journey.
- As the driver, open Driver Portal and find the trip under Today or Upcoming. Open it and verify pickup time, route, passenger, contact, and special instructions.
- Acknowledge the assignment when prompted. A pending or declined assignment cannot be started.
- Use the trip controls in their displayed forward order: on the way, arrived, passenger on board, then completed. Use no-show only when the passenger was not collected.
- Add proof of completion when required and stop location sharing after the job. Location sharing is scoped to the active booking.
- As the operator, reopen the booking and verify the final status, proof, timeline, and any driver expense submitted for approval.
Expected result
The driver can see only their assigned work, the trip progresses in order to completed or no-show, and the operator sees the same final status and evidence.
Troubleshooting
- The invitation did not arrive: verify the driver email, connected mailbox, and invitation result, then resend.
- The trip is missing: confirm the driver profile, company, exact leg assignment, booking status, and portal date range.
- A status change is rejected: refresh and use the next allowed forward transition. Skipping a guarded status is not permitted.
- Location is not updating: confirm location permission, the active trip, network access, and that sharing is enabled for that booking.
- An earnings or documents tab is empty after an error: retry after refreshing. A failed request can look like an empty state on some portal tabs.
- The driver needs product support: if Support is not available in the focused driver view, contact the company dispatcher or administrator with the booking reference and screenshot.