Company settings tour

Settings (sidebar → Admin → Settings) is your company's control panel. Most sections are company-admin only; here's what lives where.

Company

Your Organization card shows the company name and the Company ID — the 6-character code drivers use to sign in to the driver app — plus an editable Tax ID / EIN used on invoices and claims.

• Company timezone — all trip times and company-local dates derive from this. Set it once, correctly.
• Business Hours — per-day Open/Closed with hours; trips can only be scheduled during these hours, and Closed days block new trip creation.
• Service area — restrict address search to your states.

Scheduling Settings

Home of the punctuality windows that drive the on-time / early / late classification on your dashboard:

• Pickup window — minutes before and after the requested pickup time that still count as on time (defaults: 30/30).
• Appointment (drop-off) window — minutes before the appointment the driver should arrive, and how many minutes past still pass (defaults: 30/0).

Below that, ambulatory pick/drop time offsets set how much stop time is planned per mobility type — these feed the per-stop arrive/perform estimates on the Dispatch board.

Dispatch preferences on the same page hold company-wide defaults:

• Avoid multiloading by default — pre-ticks "Avoid multiloading" on every new member (member form, CSV import, broker imports). Existing members are not changed.
• Solo rides (avoid multiloading) — how far a solo ride blocks other members on the same driver: only while the solo rider is on board (recommended; a driver can carry solo riders back to back) or the driver's entire day (a solo rider takes the whole run). See Solo rides.
• Reassigning a round trip — whether the board asks about the return leg every time, moves only the leg you picked, or always moves both legs.

Driver app

Cards configuring the mobile experience:

• Timekeeping — allow breaks.
• Shift reminders — remind drivers still clocked in to end their shift: after their last stop of the day, at a set time, or both, with an optional bell alert to dispatch an hour later. Off by default. See Driver timekeeping.
• Mobile trip tracking — GPS ping interval; whether stop coordinates come from device GPS or the geocoded address.
• Trip signature capture — enable capture, choose the stop (pickup or drop-off), Signature selection (Member only / Driver only / Both, where Both is a two-step capture), Workflow timing (Pickup & drop-off, or Pickup only with reuse at drop-off), and reuse signatures on file.
• Driver inspection signatures — separate from trip signatures: Every time asks the driver to sign each inspection submission, Signature on file reuses the one already on record (drivers can still choose "sign again instead" on a given submission).
• Driver permissions — Allow drivers to undo completed stops (turning it off removes the Undo button from the driver app and the server rejects undo requests from drivers, while dispatch's own undo on the board is unaffected), Allow drivers to cancel trips, Lock drop-off directions until the pickup is complete, and When a driver ends their shift with trips still pending, with three choices:
  • Warn the driver, then allow (default) — the app lists the open trips and offers End shift anyway; the shift is recorded as ended with pending trips.
  • Require the office to end the shift — the driver cannot end the shift from the app. Dispatch gets a bell alert and either reassigns the trips or ends the shift from the Dispatch board (see The Dispatch board).
  • Allow without checking — drivers end their shift whenever they like.

See Driver app overview.

Money and payers

• Payers — brokers, Medicaid Direct, custom payers, facilities, and their rate sheets (Payer setup).
• Pricing — every payer's default pricing and shared schedules in one place, with a Coverage view of who prices what (Payer setup).
• Subscription & billing — your ZeitRide plan, invoices, and payment method.

Integrations and devices

• Broker Integrations — broker connections, manual fetch, and re-match tools (How broker trips arrive).
• Telematics — dash cam enablement and the Live Tracking location source (Dash Cam).

Configuration lists

• Level of service — the platform catalog of service levels (Ambulatory, Wheelchair, Wheelchair XL, Stretcher, plus equipment entries such as Broda Chair and Geri Chair). Enable the ones you run and set a stop length per level. Rider levels are applied to trips automatically from each trip's Mobility type; only equipment entries are picked by hand as a trip's Vehicle space. A trip with no Mobility type uses the Ambulatory stop lengths.
• Expense settings — the merchant list drivers pick from when submitting expenses.
• Report settings — custom header and footer for all exported PDF reports.
• Notifications — the SMS switch, voice call settings, and the Rider trip messages card (booking confirmation, reminder, driver on the way, driver arrived, plus rider text replies). See Rider trip messages.
• Booking page — your public trip request page, website embed, and printable QR code; requests land in the Trip List's New Requests band. See Booking page, embed, and QR code.

Roles & permissions and Admin

• Roles & permissions — see Roles and permissions.
• Admin — maintenance tools such as the scheduled broker import and Merge duplicate members.

Note: Looking for user management? People and logins live on the Employees page, not in Settings — see Setting up your team.

Recently added options

• Duplicate trip warning — prompt before saving a one-off trip that looks like an existing booking for the same member and day. Off by default.
• Service type selector — hide the optional Service type field from trip and member forms if your company runs one assistance model. Stored values are never cleared.
• Enforce mobility matching — when on, wheelchair trips only auto-assign to wheelchair-accessible vehicles, and auto-assign keeps those vehicles for wheelchair riders: an ambulatory rider goes on another vehicle when a wheelchair trip needs the accessible van at the same time (see The Dispatch board); a dispatcher assigning a mismatched vehicle is blocked instead of warned. Mark your accessible vehicles in Fleet before enabling.
• Pickups at risk — choose a threshold (minutes before scheduled pickup) and the dashboard raises an alert whenever an assigned pickup is approaching with the driver not yet en route.