Getting started as a driver

Overview

This article provides a step-by-step guide on how to get started with MotionTools as a Driver.

 

Before we start

Have the following prerequisites been met?

  • You are invited as a driver by an Admin. If you were invited, you should have received an invitation email.
  • You have a smartphone (iPhone or Android) with an internet connection and iOS 13.0 / Android 7.0 or later.
  • You have access to an iOS or Android phone with access to the App Store or Google Play Store.

 

Step 1: Download app and complete sign up

  1. Download & install the app MotionTools.
  2. Open the app.
  3. Enter your Company ID. You can find this in the invitation email.
     
    hc_getting-started-driver_company-ID.jpg
     
  4. Sign up with the email address that you were invited to. You can find this information in the invitation email as well.
    • Please click the Sign up button to complete your registration for the first time.
    • Please click the Sign in button to log in if you already have credentials to the account.
  5. Set a password.
     
    hc_getting-started-driver_driver-register.jpg
     
  6. Complete your profile.
  7. Allow the app to track your device location in the background. We need this to show the exact location to dispatchers in the dashboard, and to customers for an accurate ETA to the next stop so as to improve the customer experience.
     
    hc_getting-started-driver_profile-location.jpg

 

Step 2: Go online

  1. Go online by sliding the slider at the top of the screen to the right.
  2. Define the Capability to go online with. This can be a vehicle type, task type or a custom Capability. This choice defines which tours are visible on your MotionTools driver app. If you’ve chosen a higher Capability such as ‘Car’, tours for lower Capabilities such as ‘Bike” will also be visible. The highest Capability option is shown on the right.
     
    hc_getting-started-driver_going-online.jpg

 

Step 3: Find tours 

Now that you’re online, you’ll be able to see, accept and start tours.

In the Home tab you’ll see tours that you can pick and start directly. They are overdue or should be done asap. Once you’ve started a tour it also appears in the Home tab.

 

hc_getting-started-driver_overview.jpg

 

The Requests tab shows tours that are scheduled for more than 60 minutes into the future or next day. You can accept and claim them, and by doing so the tours will move to the Upcoming tab.

 

hc_getting-started-driver_requests.jpg

 

The Upcoming tab shows all scheduled tours claimed by you or if an admin has assigned one to you. You can only start scheduled tours X min before the scheduled time (this is configurable in the account. Please read Set up your scheduling configuration for more details). The scheduled time is the expected time you should be at the first stop.

 

hc_getting-started-driver_anstehend.jpg

 

If you don’t see any tours yet, make sure that you are online in a service area you operate in. Otherwise, please reach out to your admin for assistance.

 

Step 4: Complete your first tour

  1. Start a tour by clicking on Start.
     
    hc_getting-started-driver_start-booking.jpg
     
  2. You are now on the way to the first stop of the tour.
  3. Click on Navigate to open your favorite navigation app, then start the turn-by-turn navigation.
     
    hc_getting-started-driver_navigate.jpg
     
  4. After arriving at the location, go back to the MotionTools app.
  5. Slide the slider Slide when arrived to the right.
     
    hc_getting-started-driver_arrived.jpg
     
  6. Move up the card to see relevant information about the task you have to do at the stop.
     
    hc_getting-started-driver_task-card.jpg
     
  7. If you want to see details about further stops in this tour, click on Full tour details.
     
    hc_getting-started-driver_booking-details.jpg
     
  8. After finishing your tasks, slide the slider Slide to complete stop.
  9. You might need to give a ‘proof of completion’ if this feature is enabled for the account.
     
    hc_getting-started-driver_finish-pod.jpg
     
  10. After finishing the stop, the MotionTools app proceeds to show you the next stop in line.
  11. Do the same process as above for the next stop(s).
  12. Once you’ve finished all stops of this tour you’ll see the tour finished screen.
  13. Done! You finished your first tour!

 

Optional: Select a preferred navigation app and vehicle

You have the option to switch to a preferred 3rd party navigation app (i.e. Google Maps) or switch to a preferred vehicle while executing the tour. For this, open the MotionTools app and go to the side menu located on the top left of your screen. Click on Settings > Navigation > Select your preferred navigation app.

hc_getting-started-driver_navigation.jpg

Besides Google Maps and Apple Maps, we also support Waze. Make sure that you have the external navigation app installed on your phone and repeat the steps above.

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