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.
Go to Maintenance > Agents.
Click the New button in the toolbar.
Double-click the agent you would like to edit.
Double-click the agent you would like to delete.
Click Delete at the bottom of the form.
Unique identifier chosen when creating the agent. This cannot be edited.
Limited liability company
Agent’s last name.
Agent’s first name.
The agent’s business name is used when displaying the agent.
Agent’s tax ID.
Address for the agent.
Click the address icon to enter a new address.
Associated phone numbers. Use the down arrow to select the type of phone number.
Associated email addresses. Use the down arrow to enter up to 2 email addresses.
Current status of agent.
Contract begin / Contract end / Last Review / Next Review
Dates associated with the agent. Use the down arrow to select the date fields.
Agent's insurance information.
You can view and edit settlement deductions for the agent from the Deductions tab.
From the agent form, go to the Deductions tab.
Select/Highlight a settlement deduction by clicking on the one you want to edit.
Select/Highlight a settlement deduction by clicking on the one you want to delete.
When Percent is selected
If a Minimum is entered and is greater than the calculated percentage, the Minimum will be used.
You must enter an amount greater than '0' in the Maximum field.
The Assigned Routes tab is where you will see all the routes for any of the drivers that are associated with this agent.
The Drivers tab displays human resource records associated with the agent.