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.

Driver app

Cards configuring the mobile experience:

• Timekeeping — allow breaks.
• 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 — currently 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.

See Driver app overview.

Money and payers

• Payers — brokers, Medicaid Direct, custom payers, facilities, and their rate sheets (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 map location source (Dash Cam).

Configuration lists

• Level of service — define wheelchair, ambulatory, and custom service levels used on vehicles and trips.
• Expense settings — the merchant list drivers pick from when submitting expenses.
• Report settings — custom header and footer for all exported PDF reports.
• Notifications — SMS and voice call templates and channel toggles for member trip notifications.
• Booking page — your public trip request page; requests land in the Trip List's New Requests band.

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.
• Mobility matching — when on, wheelchair trips only auto-assign to wheelchair-accessible vehicles (and the system avoids using accessible vehicles for ambulatory rides when others are free); 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.