Workspace
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Dashboard
Dashboard
Overview of drivers, documents, and fleet assets.
Document Completion
Active drivers only
| Document | Workflow | Completion | Filed / Required | Progress |
|---|
Unclassified files
Documents not linked to a driver, vehicle, or medallion — with Google Drive and S3 storage paths.
| Title | Type | Source | Drive path | S3 path | Updated |
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Workspace
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Drivers
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Browse
Drivers
Search and filter drivers, then open a row to view all documents.
| Bank Info | Bekman |
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Workspace
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Sync
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Salesforce
Salesforce Sync
Sync history for vehicles, medallions, drivers, and contract PDFs from Salesforce.
| Status | Source | Started | Finished | Vehicles | Medallions | Contracts Uploaded | Contracts Skipped | Error |
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Workspace
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Sync
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Bekman
Bekman Sync
Bank account sync history for pushing driver pay setup into Bekman (OTOEdge).
| Status | Source | Started | Finished | Processed | Updated | Skipped | Errors |
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Workspace
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Medallions
Medallions
Medallions synced from Salesforce with linked vehicles.
| Name | Status | Liability Policy | WComp Policy | Vehicle | VIN | Drivers | Medallion ID |
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Workspace
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Vehicles
Vehicles
Vehicles synced from Salesforce.
| Name | VIN | Status | Vehicle ID |
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Workspace
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Integrations
Integrations
Connect Google Drive accounts so the app can read and download files later.
| Account | Status | Connected |
|---|