Add or edit a driver
The courier record holds everything about a driver: who they are, what they drive, the checks that have to stay current, and how they are paid.
Before you start
Section titled “Before you start”Have the driver’s licence details, vehicle details and account information to hand. Know which fleet they belong to and what type of contractor they are — those two decide how they appear to dispatchers.
- Go to .
- Search for the driver by name or code. The filters above the list are Active / Inactive / Both, State, and Code - Exact — the last is the quickest way in when you know the driver’s number.
- Click the row to open the record, or use the + control to add a driver.
- On the General tab, set:
- Type — Independent Contractor, Master Contractor, Sub Contractor, Gig Contractor, or DFRNT Partner.
- Code — the driver’s number, which is how they appear across the system.
- First Name, Last Name, Gender, State.
- Courier Fleet — the fleet they work in.
- Work through the other tabs as needed (see below).
- Press SAVE.
The rest of the record
Section titled “The rest of the record”| Tab | What it is for |
|---|---|
| General | Type, code, name, state, fleet |
| Personal | Personal details |
| Vehicle and Insurance | Licence, dangerous-goods licence, and the vehicle |
| Accounts and Admin | Tax and bank details, contract and check dates, allowances, training hours |
| Communications | What reaches this driver |
| Notes | Anything the next person needs to know |
| History / Edited | What has changed on the record |
Vehicle and Insurance carries the two expiry dates worth watching — Drivers License Expiry and DG License Expiry — alongside the vehicle itself: type, registration, make, model, year, and whether it is a low emission vehicle.
Accounts and Admin is the payment and compliance side: IRD/GST number, withholding tax percentage, bank account, contract signed and security check dates, expected start and end times, and the allowance and training fields.
Good to know
Section titled “Good to know”The search screen is usually faster than it looks: Code - Exact jumps straight to one driver, and setting Active / Inactive to Both is what finds someone who has left.
Codes matter more than names here — a driver’s code is what appears on dispatch screens and reports, so getting it right at creation saves confusion later.
If something goes wrong
Section titled “If something goes wrong”You cannot find a driver you are sure exists. Set the Active/Inactive filter to Both, and try Code - Exact if you know the number.
A driver is not appearing for dispatchers. Check they are Active and that their Courier Fleet is the one that team works with.
Related
Section titled “Related”Internal: how this page was verified draft
- Checked by
- kenneth on 2026-09-24
- How
- ui-walkthrough
- Where
- staging · dfrnt-shared · logged in as internal-staff
- Against
- ui: re-walked 2026-09-24 on the baseline (DFRNT shared staging — DFRNT organisation confirmed in the org switcher; internal-staff session; read-only) — search columns and filters, the eight record tabs, the Type list, and the Vehicle and Insurance and Accounts and Admin field sets all match; no QuickBooks ID field on any tab
- ui: Admin Manager > Business > Couriers, walked 2026-09-01 — search screen columns are Name, Code, State, Internal, Active, with Active/Inactive/Both, State and 'Code - Exact' filters
- ui: a driver record, opened 2026-09-01 — tabs General / Personal / Vehicle and Insurance / Accounts and Admin / Communications / Notes / History / Edited
- ui: General fields — Type (Independent Contractor, Master Contractor, Sub Contractor, Gig Contractor, DFRNT Partner), Code, First Name, Last Name, Gender, State, Courier Fleet
- ui: Vehicle and Insurance fields — Drivers License Number, Drivers License Expiry, Dangerous Goods, DG License Expiry, Vehicle Type, Vehicle Registration No, Vehicle Make, Vehicle Model, Vehicle Year, Low Emission Vehicle
- ui: Accounts and Admin fields — IRD/GST No, Withholding Tax %, Bank Account No, Payday File Registration, POD Required, Contract Signed Date, Security Check Date, Mobile Insurance, Mobile Rental, Expected Start Time, Expected End Time, Tax Savings Start/End, Car Savings Start/End/Amount, Mobile Ad Start/End/Amount, Training hrs (initial), Training hrs (follow-up)
- Likely to change
- high — Reached through the older menus, which are being phased out. Driver settlement and what the portal shows for master and sub drivers are also slated for redesign.
- Re-check by
- 2026-10-15
- Config-dependent
- 2 item(s) called out on this page
- Screenshots
- 1 still to capture
- Open questions
- What each contractor Type changes downstream — Master and Sub Contractor in particular imply a relationship between two driver records that is not visible on the General tab.
- Where the link between a Master and its Sub drivers is set.
- What the Internal column on the search screen means, and which field on the record sets it.
- What the Personal and Communications tabs hold — both were seen but not opened.
- Whether a driver record is what gives someone a Courier Portal login, or whether that is created separately.
- A prior note recorded a field labelled 'QuickBooks ID' on the driver record that actually stores a different system's identifier. No such field appears on this build's Accounts and Admin tab — confirm whether it was removed, renamed, or exists only elsewhere, before repeating that warning to anyone.
- Create and save were not exercised (read-only walk).