Everything you need, written for the person doing the job

Each role has its own guide: what you are responsible for, the workflows you will run, and exactly what you can and cannot do. Read the concepts below once, then jump to your role.

Key concepts

Nine words the rest of the product assumes you know. They map one to one onto the screens.

Site

An office or delivery centre you run transport for. Shifts, routes and reporting all hang off a site.

Shift

A transport window — for example “Evening Drop 20:00”. A shift has a direction (pickup into the office, or drop home), a start and end time, a pickup tolerance window, and the days it runs on.

Pickup point

A geofenced boarding location with an area label. The area is what groups passengers together when routes are generated, so name areas consistently.

Transport request

One employee's demand for one shift on one date. Raised by the employee, by the transport desk, or generated from the roster. Requests inside the cut-off window need approval.

Route

A planned sequence of stops for one shift on one date, with a vendor, vehicle and driver allocated. A route is a plan — it can be edited freely until it is published.

Trip

What actually runs. Publishing a route creates the trip, builds the passenger manifest and notifies everyone. From then on the trip moves through its lifecycle and cannot be edited as a plan.

Manifest

The passenger list on a trip, in stop order, each with an attendance state: scheduled, boarded, dropped or no-show.

Protected category

A flag on an employee profile that applies your night-drop safety rule to them — typically meaning they must not be the last drop during night hours.

Transport policy

The single place every operating rule lives: cut-offs, capacity buffer, night window, compliance blocking, delay and no-show thresholds, GPS staleness, quiet hours and retention. Change it in Administration and it applies immediately.

Authorised override

When a safety or capacity rule blocks publication, a user with override permission can proceed by giving a written reason. The override and the reason are recorded against their name.

How a trip progresses

A trip only moves through valid stages, so the record cannot be tampered with by accident.

Guides by role

Pick the one that matches your job.

Common questions

The things people actually get stuck on.