Navigating the portal

ZeitRide is organized around a left sidebar of modules, a top bar with page tools, and slideout panels that open on the right so you never lose your place in a list.

The sidebar

At the top sits the always-available Create Trip button, then the modules, grouped by how teams work:

Overview

• Dashboard — the day at a glance

Operations

• Trip List — every trip for a day: review, edit, statuses
• Dispatch — the board: assign drivers, run the day
• Live Tracking — every vehicle live, with camera, replay and vehicle health
• Forms — form Library and Submissions
• Inspections — Configuration and Logs

Finance & reports

• Billing — Ready to Bill: claims and invoices
• Finance — trip ledger and remittance
• Expenses — company and driver-submitted expenses
• Reports — exportable reports by category

Admin

• Members — your riders
• Employees — Manage roster, Compliance, Payroll
• Vehicles — Manage fleet, Maintenance
• Settings — company configuration

What you see depends on your role — modules you lack permission for simply don't appear (see Roles and permissions). At the bottom: your name — click it for your account menu (Edit profile, Theme, Density, Sign out; see Signing in).

The top bar

Every page's top bar shows the page title plus, on the right:

• Setup button (company admins, while setup isn't finished) — shows your progress, for example Setup 6/12. Click it to see the next steps, each linking to the page where you do it, plus a link to the full checklist. It disappears once setup is complete. If something important goes missing after you're up and running, such as your company's EIN, it comes back with a count of what's left, for example 1 to finish.
• Notifications bell — alerts such as compliance expirations, van double-bookings, and Member not seen (sent to everyone with dispatch access when a driver reports a no-show, with the member, driver and pickup time, linking to that day's Dispatch board with the trip highlighted) Text from <Rider> (a rider's reply to an automatic trip text, with the message and a link to the board), and Driver needs the office to end their shift / Driver can't end a shift that has run too long (a driver was blocked from ending their shift; end it or reassign from the Dispatch board), with Mark all as read and a full notifications panel
• Help and support (life-ring icon) — Support to open or track a ticket, and Help Center for this documentation
• Refresh — reload the page's data without a browser refresh
• Company pill — your company name and its Company ID (the 6-character code used to sign in to the driver app and the ZeitRide Admin app). If your account belongs to multiple companies, this becomes a Switch company menu.

On the go: the fleet list, Live Tracking, and the day's trips (with Assign / Reassign) are also available on your phone in the ZeitRide Admin app for iOS and Android, with the same login as the portal.

Slideouts, not page hops

ZeitRide's core pattern: click a row — a member, employee, vehicle, trip — and the record opens in a slideout panel on the right, with tabs for its details. The list stays behind it, saves keep the slideout open, and closing it drops you exactly where you were. You'll meet the same pattern everywhere, so the whole app feels familiar after the first page.

Handy behaviors

• Week strips — Trip List and Dispatch use a week strip with per-day trip counts for fast day switching.
• Filters — list pages share a single Filters button that opens chip-style filters; active filters show as a count on the button.
• Search — most tables have a search box; on the Trip List, pressing / focuses it.
• Column settings — tables with a gear/columns control let you choose, reorder, and freeze columns per page.
• Changing filters dims the current rows while fresh data loads instead of blanking the page — if you see dimmed rows, results are on the way.

The dashboard

The dashboard puts what needs doing first. From top to bottom:

• Toolbar: shortcuts (Dispatch, Live Tracking, Trips, Members, Billing, Reports) sit beside Customize and the date picker. You only see shortcuts to pages your role can open. On a phone, swipe the row sideways.
• At a glance: your chosen stat tiles (pick and reorder them in Customize).
• Peak times: today's pickups hour by hour, split into assigned and unassigned, with the number of scheduled drivers overlaid. It shows when you'll need more drivers or should farm trips out.
• Needs attention: one chip per issue, with a count, such as Unassigned 3, Pickups at risk 2, Rides without a booking 12, Documents expired 1, Maintenance overdue 2 or Billing needs attention 5. Red chips (urgent) come first, then amber (warnings). Hover a chip for the explanation, click it to open the screen where you fix it, or click Details to see each issue as one full line. When nothing needs you, it shows a single All clear line. Document, maintenance and billing chips only appear if your role can see those areas.
• Today's operations: a progress bar of trips completed out of trips scheduled, plus how many trips are in progress, your on-time pickup %, open will-calls and no-shows. Below that:
  • Idle now: drivers who are clocked in, not on lunch, with no rider on board and no stop in progress. Each one shows the free time before their next pickup (or how long they've been idle if nothing is left today), and overdue pickups show in red. Hover the ⓘ for the definition. It refreshes every minute and only shows for today.
  • Most left today: the five drivers with the most trips still to do, with All drivers → to see the rest.
  • Next up: the next three pickups or drop-offs, with All trips → to see the rest.
• Billing (billing users): trips ready to bill and the amount, claims sent today, trips that need attention, and trips completed today.
• Fleet health: compliance documents expired, expiring soon or missing, and maintenance overdue or due soon (each row shows only if your role covers that area), plus your active driver, vehicle and member counts.

If a section can't load, it shows — and "Couldn't load — retrying automatically…" instead of a zero.

Customize (per person, per device) lets you choose the At a glance tiles, show, hide and reorder sections, and turn the shortcut toolbar on or off. If you customized the old dashboard, your choices carry over: a combined section stays hidden only if you had hidden every section it replaced.