Agents

In the Operations App, agents get paid on behalf of others. For example, a company or individual that gets paid for work done by several. See How to Set Up an Agent Driver.

How to Add a New Agent

1. Go to Maintenance > Agents.

2. Click the New button in the toolbar.

How to Edit an Agent

1. Go to Maintenance > Agents.

2. Double-click the agent you would like to edit.

How to Delete an Agent

1. Go to Maintenance > Agents.

2. Double-click the agent you would like to delete.

3. Click Delete at the bottom of the form.

Form

General

Open

Field Name	Description

Field Name	Description
ID	Unique identifier chosen when creating the agent. This cannot be edited.
Class	Agent class: Corporation Limited liability company Partnership Sole Proprietorship
Last Name	Agent’s last name.
First Name	Agent’s first name.
Business Name	The agent’s business name is used when displaying the agent.
Tax ID	Agent’s tax ID.
Address	Address for the agent. Open  Click the address icon to enter a new address.
Phone Numbers Business Fax Mobile Pager	Associated phone numbers. Use the down arrow to select the type of phone number.
Email Addresses Email 1	Associated email addresses. Use the down arrow to enter up to 2 email addresses.
Status
Current Status	Current status of agent. Active Inactive Terminated
Dates
Contract begin / Contract end / Last Review / Next Review	Dates associated with the agent. Use the down arrow to select the date fields.
Insurance
Company	Agent's insurance information.
Agent
Phone
Policy
Expires

Deductions Tab

You can view and edit settlement deductions for the agent from the Deductions tab.

How to Add New Settlement Deduction for Agent

1. From the agent form, go to the Deductions tab.

2. Click Add.

How to Edit a Settlement Deduction for Agent

1. From the agent form, go to the Deductions tab.

2. Select/Highlight a settlement deduction by clicking on the one you want to edit.

3. Click Edit.

How to Remove a Settlement Deduction for Agent

1. From the agent form, go to the Deductions tab.

2. Select/Highlight a settlement deduction by clicking on the one you want to delete.

3. Click Remove.

Settlement Deduction Form

Assigned Routes Tab

The Assigned Routes tab is where you will see all the routes for any of the drivers that are associated with this agent.

Drivers Tab

The Drivers tab displays human resource records associated with the agent.

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