Managing drivers

The driver roster: adding drivers, importing a list, searching, filtering, and suspending.

Drivers holds everyone financed through your organization. The summary at the top shows total drivers, how many are performing, how many are late or at risk, and the total portfolio balance in RWF.

The roster

Each row shows the driver’s name and phone number, national identity number, assigned vehicle and plate, the financing product, and status.

Search accepts a name, phone number, national identity number, plate, or vehicle model. Filters narrow the list by vehicle model and by status.

Adding a driver

1. Select Add driver

   The button sits at the top right of the roster.

2. Enter the driver's details

   Name, phone number, and national identity number.

3. Assign a vehicle and model

   The vehicle model sets the daily amount the driver owes, so the assignment must be right before collections start. See Vehicle models.

4. Save

   The driver appears on the roster and begins counting toward your daily target.

Importing a list

Use Import CSV to add many drivers at once. Import the list before the vehicles are handed over, then complete the vehicle assignments individually.

Incomplete and pending setup

A driver marked Incomplete or Pending setup is missing something the platform needs, usually the vehicle assignment or the financing record. These drivers do not carry a daily amount, which means:

• They do not contribute to your daily target.
• Payments from them are likely to arrive unmatched.

Clear these first. They are the most common cause of a target figure that does not look right.

Suspending a driver

Suspend stops a driver counting toward daily collections without removing their history. Use it when a vehicle is off the road or a driver has left. Their record and payment history stay intact.