How do I filter the trips?

  1. Click Trips then click the button below the list of trips:


  2. Note: the visual difference of the button when filtering is active



    - No active filtering

    - Trips are being filtered

  3. The Filter page is divided into the Date Range and Columns sections which combine to filter the trips.

    • The Date Range section allows you to filter using the recorded date/time column.

      You can provide a start and/or through date.



      To update the start or through date, be sure to click the button:



      Or

      You can choose a date range shortcut which will automatically calculate and display the start and through date based on the current date.



      NOTE: Editing the start and/or through date manually will disable the automatic calculation of the date range.
    • The "Columns" section allows you to filter by the origin, destination, vehicle, driver, client, mileage type, purpose, notes, status and/or business columns.


    • If you want to clear all existing filters, click the button in the upper right corner of the page:



      To clear just the start and through dates, click the button at the bottom of the Date Range section.



      To clear the existing filter for a single column, click the button to the right.


How do I manage my list of drivers?

  • Click Drivers.


  • If you want to add a driver:

    1. Click the button at the bottom of the list.


    2. After entering the details, button to commit your changes or click the button to lose any changes. NOTE: The "Name" field is required!


  • If you want to update a driver:

    1. Double click the driver you want to update.


    2. The Update Driver page will then load with the details for that driver, after updating the details, button to commit your changes or click the button to lose any changes. NOTE: The "Name" field is required!


  • If you want to delete driver(s):

    1. Hold down the Command key and single-click on multiple items.



      or

      The Shift key lets you select a group of items that are contiguous, or next to each other in the list. Single-click on the first item you want to select in a list. Then hold down the Shift key and click on the last item you want in the list. Everything between the two clicks will be selected.


    2. To complete deleting the selected rows, click the button at the bottom of the list.


How do I manage my list of mileage types?

  • Click Mileage Types


  • If you want to add a mileage type:

    1. Click the button at the bottom of the list.


    2. After entering the details, button to commit your changes or click the button to lose any changes. NOTE: The "Name" field is required!


  • If you want to update a mileage type:

    1. Double click the mileage type you want to update.


    2. The Update Mileage Type page will then load with the details for that mileage type, after updating the details, button to commit your changes or click the button to lose any changes. NOTE: The "Name" field is required!


  • If you want to delete mileage type(s):

    1. Hold down the Command key and single-click on multiple items.



      or

      The Shift key lets you select a group of items that are contiguous, or next to each other in the list. Single-click on the first item you want to select in a list. Then hold down the Shift key and click on the last item you want in the list. Everything between the two clicks will be selected.


    2. To complete deleting the selected rows, click the button at the bottom of the list.


How do I manage my list of vehicles?

  • Click Vehicles


  • If you want to add a vehicle:

    1. Click the button at the bottom.


    2. After entering the details, click the button to commit your changes or click the Cancel button to lose any changes. NOTE: The "Name" field is required!


  • If you want to update a vehicle:

    1. Double click the vehicle you want to update.


    2. The Update Vehicle page will then load with the details for that vehicle, after updating the details, click the button to commit your changes or click the Cancel button to lose any changes. NOTE: The "Name" field is required!


  • If you want to delete vehicle(s):

    1. Hold down the Command key and single-click on multiple items.



      or

      The Shift key lets you select a group of items that are contiguous, or next to each other in the list. Single-click on the first item you want to select in a list. Then hold down the Shift key and click on the last item you want in the list. Everything between the two clicks will be selected.


    2. To complete deleting the selected rows, click the button at the bottom of the list.


How do I add an trip?

  • Click Trips, then click the button at the bottom of the list.


  • After entering the details, click the button to commit your changes or click the button to lose any changes.