Introduction
This page is about your own drivers: the people at your company who deliver a vehicle to a customer, fetch it back, or move it between your locations. They are kept on the screen headed Drivers, with The drivers you can assign to a transport. underneath: a list with a Name and a Phone column, a New button above it, and three icons at the end of each row — a route icon for the driver's day plan, a pencil and a bin.
These are not the customer's drivers. A partner or colleague who is allowed to drive a rented car is a customer record, and is added on the customer or on the booking; see Add extra drivers and company contacts for that. Nothing you do on the Drivers screen touches a customer, a booking or a rental agreement.
A driver here is only a name and a phone number. It is not a login: the driver does not get access to RentVisie. Its job is to be picked in the Driver box of a transport, so that everyone can see who is taking which vehicle where, and so each driver has a day plan.
You will use this when:
- a new driver starts and you want to plan them on deliveries
- you are planning tomorrow's deliveries and collections and need to say who drives each one
- a driver is off sick and their transports move to a colleague
- a driver wants a printed list of what they have to do tomorrow
- a customer asks who is bringing the van, and you look up the driver's phone number
Use this page to keep the list of drivers and to name the driver on a transport. Planning the transport itself is described in Plan and complete a vehicle transport and Find and schedule the transports your bookings need.
How to use
Configuration
There is nothing to switch on. The only preparation is the list of drivers itself, which you build with the steps below.
Before you start: only a company administrator can add, change or remove a driver. Any staff account can open the Drivers list, search it, open a driver's day plan and choose the driver on a transport. With a normal staff account the buttons to add, change or remove a driver are missing or do nothing. Ask your company administrator if you need a driver added.
Using the drivers list
From the main menu, click Bookings, then Show more. On the screen that opens, find the heading Transport and click the Drivers tile, the second of two, after Transports.
Add a driver
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Click New above the list. A small window headed Driver opens.
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Fill in the two fields:
Field Starts as What it does What it accepts Name Empty The name you pick on a transport, and the name shown on the transport lists and the day plan Any text. The app does not stop you saving it empty, so always fill it in Phone Empty For looking the driver up; the app does not call or text it Any text, for example +31 6 12 34 56 78 -
Click Save. The driver appears in the list and can be picked on a transport straight away. Cancel closes the window without adding anyone.
To change a driver, click the pencil icon at the end of their row, correct Name or Phone and click Save. The new name shows on every transport that driver is on, past and planned, because the transport points to the driver rather than keeping its own copy of the name.
To remove a driver, click the bin icon at the end of their row. There is no undo. Read Removing a driver under Key details first.
To find a driver in a long list, type in the search box under Name or Phone.
Assign a driver to a job. There are three places to do it:
| Where | How |
|---|---|
| Scheduling a delivery, collection or transfer on the Transports screen | Pick the Driver under Driver and method in the Schedule transport or Schedule transfer popup, then click Schedule |
| An existing transport | Open it (for example with Open transport on the Scheduled tab, or the pencil on All transports), pick the Driver in the Status, driver and route block and click Save |
| The Scheduler board | Click the transport bar to open the same transport screen |
The box offers every driver on your Drivers list. Nothing is stored until you click Schedule or Save: Close throws the choice away. To take a driver off a transport, clear the Driver box and save; to hand the job to a colleague, pick the other name and save. How to reach those screens is on Plan and complete a vehicle transport.
When it worked, the transport's Driver column shows the name, on All transports and on the Scheduled tab of Transports, where a trip without one shows No driver.
Open a driver's day plan. Click the route icon on the driver's row. The Day plan screen opens on today with that driver; switch to Tomorrow or Next 7 days, and click Download PDF to print it or send it to the driver. The day plan is described on Plan and complete a vehicle transport.
Example. Sanne de Vries starts on Monday as a delivery driver at your Utrecht branch. You click New, enter Name "Sanne de Vries" and Phone "+31 6 12 34 56 78", and click Save. On Tuesday a van, registration VNX-24-K, has to be delivered to a customer's building site in Amersfoort. On the Transports screen you click Schedule on that delivery, pick "Sanne de Vries" in Driver and click Schedule. The Scheduled tab now shows her name on that row, and the route icon on her row of the Drivers list shows her whole week once you click Next 7 days.
Key details
A transport does not need a driver. You can save or schedule a transport with the Driver box empty, and Mark as completed works without one too. A transfer can be left without a driver on purpose, so the drivers divide it among themselves: the day plan with no driver chosen lists exactly those open trips.
One driver, many transports. A driver can be on any number of transports. The app does not compare dates, working hours or driving licences, so it does not stop you giving the same driver two trips at the same time.
The driver cannot be changed once a transport is completed. After Mark as completed the transport screen is locked, including the Driver box. Name the right driver before you complete it.
Removing a driver. When you delete a driver, every transport they were on, including completed ones, loses its driver and shows an empty Driver cell. The transports themselves stay. If you want to keep the history of who drove what, do not delete a driver who has left; change the name instead, for example to "Sanne de Vries (left)".
The driver does not hear about it. Choosing a driver sends no email or text message. Tell the driver yourself, or send them the day plan as a PDF.
What to do next: give every trip marked No driver on the Scheduled tab a driver, then send each driver their day plan; see Plan and complete a vehicle transport.
Q&A
All the transports of a driver who left now show an empty Driver column. The driver was deleted, which clears the driver from every transport they were on. It cannot be restored. Pick a driver again in the Driver box of the transports that are still planned, and next time rename a leaving driver instead of deleting them, as described under Key details.
Two drivers in the Driver box have the same name, and I cannot tell which is which. The box shows the name only. Click the pencil icon on the Drivers screen and make the names different, for example by adding the branch: "Mark Jansen (Utrecht)" and "Mark Jansen (Breda)".
The Driver box on a transport is greyed out. The transport is completed, which locks the whole screen. The driver can no longer be changed there.
I cannot see New, the pencil or the bin on the Drivers screen. Your account is a normal staff account. Only a company administrator can manage drivers; ask them. You can still pick a driver on a transport and open the day plan.
A transfer I left without a driver disappeared from To schedule. Giving a proposed transfer a driver, anywhere, counts as scheduling it. Look for it on the Scheduled tab of the Transports screen.
I added the customer's second driver here, but they are not on the booking. This list is for your own transport drivers only. Remove the entry with the bin icon, and add the person to the customer instead; see Add extra drivers and company contacts.
Does the driver get a login to see their jobs? No. A driver on this list is only a name and a phone number. Send them their day plan as a PDF, or ask your administrator whether your company has given the drivers access to the RentVisie Control app.
Related pages:
- Plan and complete a vehicle transport — the transport itself and the day plan
- Find and schedule the transports your bookings need — trips waiting for a driver
- Add extra drivers and company contacts — the customer's own drivers