Search and filter drivers, then open a row to view all documents.
Bank Info
OCR
Bekman
Workspace/Sync/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
Workspace/Sync/Bekman
Bekman Sync
Bank account sync history for pushing driver pay setup into Bekman (OTOEdge).
Status
Source
Started
Finished
Processed
Updated
Skipped
Errors
Workspace/Sync/Bank Form Activity SF
Bank Form Activity → Salesforce
Push bank form activity and workflow updates to Salesforce Case comments.
Status
Source
Started
Finished
Scanned
Synced
Unchanged
Errors
Workspace/Sync/Bank Document OCR
Bank Document OCR
OCR image-only bank form uploads and write routing/account numbers for Bekman sync.
Status
Source
Started
Finished
Processed
Extracted
No match
Errors
Workspace/Violations/Tickets
Tickets
Parking tickets synced from Snowflake for fleet operations tracking.
Payment status
Owed to the city —Awaiting first city sync
Filters
AppliedNone
Driver pipeline
Violation date
Created
Driver
Medallion
Plate
Type
Reason
Fine
Status
City status
City due
City paid
City fine
Judgment
PDF
SMS
Ack
Approval
Receipt ID
SF Case
Enrichment
Summons
Workspace/Violations/Payments
Violation Payments
Recently paid tickets and paid-ticket breakdowns from NYC Open Data.
Summons
Plate
Medallion
Violation date
City status
City payment
Judgment
Driver charge
Receipt ID
Driver
Reason
Paid detected
By violation reason (top 10)
By month
Top plates by $ paid
Workspace/Violations/Scanned documents
Scanned documents
NYC ticket scans imported from Google Drive with OCR parse and violation match status.
Document
Parse
OCR chars
Extracted
Match
Linked ticket
Imported
Actions
Workspace/Violations/SMS queue
SMS queue
Grouped violation notifications for human review. One SMS per driver when approved. Batches are added automatically when a scanned PDF is matched.
Filters
Driver
Phone
Tickets
Oldest ticket
Batch age
Status
Send error
Message preview
Actions
Who approved sends, cleared the queue, or removed batches.
When
Who
Action
Details
Workspace/Sync/Violations Snowflake
Violations Snowflake Sync
Pull ticket facts from TAXI_DW.PUBLIC.FCT_TICKETS into MongoDB.
Status
Source
Started
Finished
Fetched
Inserted
Warnings
Filter
Workspace/Sync/Violations Open Data
Violations Open Data Sync
Fetch NYC DOF payment status from dataset nc67-uf89 into MongoDB violations.openData.
Status
Source
Started
Finished
Selected
Updated
Outstanding
Notes
Workspace/Sync/Document Queue
Document Queue
Upload mail and scanned documents for AI classification, then ingest them into the file library.
1
Upload a batch
Add individual files, a whole folder, or a ZIP. Each upload creates one batch you can track below.
2
AI classifies documents
The server reads each file, extracts text, and assigns a document type. This runs automatically about every 5 minutes.
3
Ingest into files
Classified documents become file records. Confident matches link to drivers, medallions, or vehicles; others appear under Unclassified.
Classification and ingest run on a schedule. Use Run ingest now below if you want to pull in results immediately after a batch finishes.
Upload documents
PDFs, images (PNG, JPG, TIFF, WebP), or ZIP archives.
No files selected yet.
Upload batches
Track what you uploaded and whether classification has picked it up.
Batch
Status
Uploaded
Files
Size
By
Note
Ingest runs
When classification output is ready, ingest creates or updates file records in the library.
Status
Source
Started
Finished
Scanned
Linked
Unclassified
Failed
Workspace/Medallions
Medallions
Medallions synced from Salesforce with linked vehicles.
Name
Status
Liability Policy
WComp Policy
Vehicle
VIN
Drivers
Medallion ID
Workspace/Vehicles
Vehicles
Vehicles synced from Salesforce.
Name
VIN
Status
Vehicle ID
Workspace/Integrations
Integrations
Connect Google Drive accounts so the app can read, download, and upload files.
Account
Email
Status
Connected
Workspace/Settings
Settings
Configure global driver portal behavior. Document visibility applies to all drivers — categories
unchecked here are hidden from the driver portal Documents tab.
Driver portal documents
Choose which driver-linked document categories appear on the portal. Unclassified files and violation
scans are never shown.
Edit bank details
Updates the driver record in the portal and adds a Salesforce Case comment with your name. Bekman sync runs separately.
Remove from SMS queue?
Bank form link already exists
This driver already has an active bank form link. Open the existing link, or generate a new one and clear the
previous bank details, activity history, SMS status, and Salesforce sync state. Expired links are replaced automatically.
Generating bank form link
Creating a Salesforce case and preparing the link. This may take a moment.
Bank Form Link
Copied To Clipboard
Share this link with the driver so they can submit their bank account details.
Send SMS confirmation
Choose which number to text. You can override with a custom number.