Vendor
Accept the work, keep your fleet compliant, get paid.
A transport supplier. You see only your own fleet, trips and invoices — never another vendor's, and only the employee details needed to run the trips assigned to you.
Try this role now
Sign in with the demo account and start at Vendor dashboard.
A 2-minute guided tour offers itself when you arrive, and highlights each screen as it explains it. You can replay it any time from your account menu.
What you are responsible for
- Accept assignments so operations knows the trip is covered
- Keep vehicle and driver records and documents current
- Watch your compliance warnings before they block allocation
- Submit your invoice against the system's trip records
How to do it
4 workflows, in the order you will meet them.
1. Accept your assignments
As soon as trips appear.
- Open the dashboard. Anything awaiting acceptance is called out at the top.
- Go to Assignments and use the Awaiting acceptance tab.
- Press Accept on each trip. Accepting an upcoming trip also confirms it, so the transport desk can see it is covered.
2. Keep compliance clean
Weekly — and immediately if a red warning appears.
- Open Compliance to see everything expiring or expired across your fleet.
- Press Renew on a row to upload the new document with its number and expiry date.
- Expired mandatory documents stop that driver or vehicle being allocated at all — fix them before they cost you work.
Accepted formats are PDF, JPG and PNG, up to 5 MB.
3. Keep your fleet records current
Whenever a vehicle or driver joins or leaves.
- Vehicles — add the registration, class, usable seat count and GPS device if fitted. Seat count is what capacity planning enforces, so be accurate.
- Drivers — add contact details, licence number and expiry, police verification expiry, and the vehicle they usually drive.
4. Submit an invoice
After the billing period closes.
- Open Invoices and the invoice for the period. It already lists every trip the system recorded, with its calculated amount.
- Enter your reference and the amount you are claiming, attach your own invoice document, and submit.
- Any line that differs from the system figure goes into reconciliation, and finance will come back to you on it.
What this role can and cannot do
Enforced on the server, not just hidden in the interface.