Company settings tour

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

Finding a setting

The Settings menu is split into seven groups: Company & billing, Trips & dispatch, Payers & pricing, Drivers & vehicles, Communication & documents, Team & security, and Admin. Each page shows a one-line description under its name.

Type in Find a setting (on the Settings home page the box says Search settings) to filter the list as you type. It matches page names, their descriptions and the group names, so "rates" finds Payers and Pricing and "texts" finds Notifications. Press Escape or Clear search to see everything again.

Most pages now open in tabs with a short summary strip on top. Click an item in the strip to jump to the tab where you change it. A dot on a tab means it has unsaved changes. To send a colleague straight to a tab, copy the page link while that tab is open; it ends in ?tab=….

Company & billing

Company has three tabs, with a strip showing your time zone, Tax ID / EIN, business hours and service area:

• Company profile — the 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 time zone sets what "today" and every clock time mean; all trip times and company-local dates come from it. Set it once, correctly. The note under it lists everything a change affects.
• Hours & service area — 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 restricts address search to your states.
• Trips & dispatch — trip rules (see Trip rules below). The late-pickup, duplicate trip and end-of-day alerts moved to Scheduling Settings → Alerts; a link on this tab takes you there.

Subscription & billing — your ZeitRide plan, invoices, and payment method.

Trips & dispatch

Scheduling Settings

Four tabs, with a strip showing auto scheduling, your pickup window, will-call suggestions, multi-loading and lift assist.

Auto-assign & time windows is home of the punctuality windows that drive the on-time / early / late classification on your dashboard. Both read as sentences, with an example underneath:

• Pickup window — "A pickup is on time from 30 min before to 30 min after the requested pickup time" (defaults: 30/30).
• Appointment (drop-off) window — minutes before the appointment the driver should drop off, and how many minutes past still pass (defaults: 30/0).

The same tab holds the Will Call card, Auto-assign distance and Auto Assign cost.

Runs & multi-loading holds Dispatch preferences, the 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.

The tab also has Multi-load limits and Automatic driver start time. Lift assist has its own tab.

Alerts holds the office alerts. Each one saves as soon as you change it:

• Late-pickup alerts — turn on Alert on pickups at risk of a late start and choose a threshold (minutes before scheduled pickup); the dashboard raises an alert whenever an assigned pickup is approaching with the driver not yet en route. Nothing is unassigned automatically.
• Duplicate trip warning — turn on Warn on possible duplicate trips to get a prompt before saving a one-off trip that looks like an existing booking for the same member and day. Off by default.
• End-of-day trip resolution — Require a note when marking a no-show, and Remind dispatch about unresolved trips at an hour you pick (one bell notification when today's trips are still pending past their pickup time). Both off by default.

Stop timing (the ambulatory pick/drop time offsets and per-service stop lengths) lives under Level of service, below.

Integrations, Geolocations and Booking page

• Integrations — three tabs: Brokers (broker connections, manual fetch, and re-match tools; see How broker trips arrive), Telematics (dash cam and the Live Tracking location source; see Dash Cam), and Trip matching (member matching and the facility match radius).
• Geolocations — saved pickup and drop-off places with their entrances, so drivers get the exact spot.
• Booking page — your public trip request page, website embed, and printable QR code, in three tabs; requests land in the Trip List's New Requests band. See Booking page, embed, and QR code.

Payers & pricing

• Payers — brokers, insurance, private and facility payers, and their rate sheets (Payer setup). Tabs: Payers, Billing rules, and Invoices & payments.
• Pricing — every payer's pricing in one place, in two tabs: Shared schedules and Payer coverage (who prices what) (Payer setup).
• Facilities — the places your trips go, with their type and address.

Drivers & vehicles

Driver app

Five tabs configure the mobile experience. The strip on top shows stop time capture, Current trip only, trip signatures and the pre-shift inspection.

• Trip flow
  • Trip signature capture — enable capture, choose the stop (pickup or drop-off), Signature selection (Member, Driver or 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 app 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.
• Shifts & time
  • 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.
• Inspections & vehicles
  • 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).
  • Vehicle inspections and odometer readings.
• Location & GPS
  • Stop geofence — the tap check (Off, Record only or Enforce) measures how far the driver is from the stop when they tap On-Scene or Complete. Driver reminders (Off or Remind driver) reminds the driver to update the trip when they arrive near a stop. ZeitRide never changes a trip's status on its own; the app reminds the driver to tap it.
  • Mobile trip tracking — GPS ping interval; whether stop coordinates come from device GPS or the geocoded address.
• App & marketplace — which parts of the app drivers see (such as Will Call, Forms and Expenses), the marketplace for open trips, and app languages.

See Driver app overview.

Level of service and Expense settings

• Level of service — three tabs. Levels of service is the platform catalog (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. Equipment & ramp holds vehicle equipment and steps at the door, and Stop timing holds the fallback (ambulatory) offsets.
• Expense settings — three tabs: Merchants (the list drivers pick from when submitting expenses), Categories, and Payment methods.

Communication & documents

• Notifications — four tabs: Credit & usage (Text and Calls Credit, monthly usage, and record exports; see Texting and call usage), Texting number, Rider messages (the SMS switch, voice call settings, and the Rider trip messages card; see Rider trip messages), and Staff reminders (compliance and maintenance reminders).
• Report settings — the PDF header and footer printed on all exported PDF reports, and the Trip log driver attestation wording.
• Member QR cards — the text printed on member QR code cards.

Team & security and Admin

• Roles & permissions — see Roles and permissions.
• Activity log — who changed settings, vehicles, drivers and schedules, and when. Filter by area, person and dates, or Export CSV.
• Admin — maintenance tools: Cron jobs (the daily broker trip import and trip submission) and the Duplicate members report.
• Setup health — checks for setup that quietly changes what drivers see or what dispatch can do, with a score and a Fix link on each finding.

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

Trip rules

These live on Company → Trips & dispatch:

• Trip form — which fields the New Trip form shows, requires or pre-fills.
• 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.

The late-pickup alerts, duplicate trip warning and end-of-day trip resolution are on Scheduling Settings → Alerts (see Scheduling Settings).