SECTION 11
Driver Portal
The Driver Portal is where your drivers work: today's collection and drop-off run with a tick for every stop, a directory of every owner and dog, a chat line to the office, and their own schedule. Someone whose role is Driver lands here when they sign in and never sees the admin dashboard; anyone else with Assign as Driver switched on reaches it with Switch Portal. It runs in the browser, and the same portal comes as the Genera Driver app for iPhone and Android, with the same login and the same data (see Mobile apps).
Getting into the Driver Portal
/driver (driver login)What it does — Drivers get their own portal rather than the admin dashboard. It holds only what someone needs on the road: the day's stops, the owners and dogs behind them, a line to the office, and their own rota. There are two ways in, depending on whether driving is someone's whole job or one of the hats they wear.
- Driver role — Portal-only. They sign in straight to the Driver Portal and can't reach the admin dashboard.
- Assign as Driver — Gives anyone the Driver Portal and makes them assignable to routes without changing their role. Whoever set up your account has it on from the start.
- The bar along the bottom — The same on every page: Pickups, Dropoffs, Owners, Chat, Schedule, Profile. On a tablet or computer the same pages are in the menu.
- In the browser or as an app — The Driver Portal works in any browser. Genera Driver for iPhone and Android is the same portal as a native app; see Mobile apps.
How to use it
- To give someone the Driver Portal, open Team › Manage Staff › their profile › Role & Driver Access and turn on Assign as Driver. They can then be put on a route.
- Someone whose role is Driver lands in the Driver Portal at login and has no admin dashboard to switch back to.
- Anyone else with Assign as Driver switched on (an owner who also drives the van, say) keeps their usual role and moves across with Switch Portal in the sidebar. Switch Portal opens today's routes, and the same button takes them back.
- Forgot password? on the sign-in page emails a reset link, the same as for the rest of Genera.
Today's run
/driver/routes (driver login)What it does — What your drivers see on their phones during the run: their stops in order, what each dog is booked in for that day, and a tick to confirm each pickup and drop-off. Every tick is recorded against the driver who made it, with the time.
- What the dog is booked in for — A stop used to show only a name and an address, which cannot tell a driver whether this is an all-day daycare run or a groom the salon is holding a slot open for. The service and its timeslot now sit on the stop itself.
- Chain of custody — Every pickup and drop-off records the driver who confirmed it and the exact time. It is the driver who tapped, not whoever the route was assigned to — so a run covered by someone else credits the person who actually did it.
- The same record on the calendar — The transport icon on a booking in the dashboard calendar carries the same detail. Hover it to read, for example, "Collected by Sam at 08:42".
- Navigation lives on the run — Open pickups in Maps is a full-width button at the top of the run rather than a round button on the bottom bar, and the three map apps open in a card from the bottom of the screen. Which stops it plots depends on whether the driver is looking at pickups or drop-offs.
- One bar on every page — The routes screen used to draw its own bottom bar in a different order from the rest of the app. There is now a single bar everywhere, it carries Chat throughout, and it stays put at tablet width instead of disappearing.
- Look anyone up mid-run — Owners on the bottom bar opens the full owner and dog directory, so a driver is no longer limited to the stops in front of them. See Owner lookup below.
- One-day addresses on the stop — If the office or the customer set a different collection or drop-off address for the day, the stop and its map links use it, clearly labelled so the driver doesn't go to the usual house.
- Navigates to the exact house — Each stop carries the full address, including the second line where a flat sits in a named block, and the precise map point the office sees. A maps app no longer searches a block name and lands on the same-named building in another part of town.
- Photos added from a stop — Photos a driver adds to a dog's gallery from the stop are credited to them, appear in the office's notifications, and notify the owner like any other upload.
How to use it
- Each stop shows the dog's name, owner and address, plus what the dog is booked in for that day — the service, any add-ons, and the timeslot where the service has one (for example "Grooming · 14:30 – 15:30").
- A time chip shows when the dog is due: "Collect 08:30" on the morning run, "Home 15:00" on the evening run. The AM / PM badge beside the dog's name still tells the driver which half of the day the stop belongs to.
- Tap a stop, or the chevron on its right, to expand it for collection and drop-off notes, the day's booking note, care flags such as crate required or shoes off, a map link, and the option to add photos straight to the dog's gallery.
- Tap the circle under the chevron to confirm the pickup or drop-off. The stop then shows who confirmed it and at what time.
- Untick a stop if it was tapped by mistake — the record is cleared rather than left showing a collection that did not happen.
- Open pickups in Maps sits at the top of the run and opens Google Maps, Waze or Apple Maps in a card from the bottom of the screen. It plots the stops still to do, in order.
- The bar along the bottom is the same on every page of the driver app: Pickups, Dropoffs, Owners, Chat, Schedule, Profile. Owners opens the owner and dog directory.
- Drivers can reorder their own run with Edit Order and their order is kept. Saving the day on the Daily tab replaces it.
- When a dog is being collected from or dropped at somewhere other than home that day, the stop shows Collect today from or Drop off today at with the one-day address, and the usual address struck through. The map links go to the one-day address.
Owner lookup
/driver/owners (driver login)What it does — A directory of every owner and dog at your daycare, inside the driver app — not just the stops on today's run. Drivers use it to find an address, call an owner, read the office's instructions for a dog, and leave notes for whoever collects that dog next.
- What drivers can see — Every owner and dog at your daycare, with contact details, addresses and the transport half of the pet record. Not billing, not invoices, not anything to do with money.
- Driver notes — An append-only list per owner and per dog, with the author and time on each. Drivers can delete their own; nobody edits anyone else's. Visible to your office as well as your drivers, and never to customers.
- Messaging is still day-scoped — The Message button opens a chat thread only when one of that owner's dogs is on the driver's run that day. It is checked on our side too, not just hidden in the app.
- Addresses stay read-only — Drivers can copy an address or open it in a map, but not change it. Address corrections go through your office as they always have.
- Email is searchable but not shown — A driver who knows an owner's email can find them by typing it, but the address itself is never displayed in the driver app.
How to use it
- Drivers open it from Owners in the bar along the bottom of a phone, or from the menu on a tablet or computer.
- The search covers owner name, email, phone number, street and postcode, and dog name and breed. A phone number matches however it is written — 07700 900123 finds a number stored without the space.
- With the search box empty it lists the owners on that driver's routes today.
- An owner's page shows every phone number as a tap-to-call row, the full address with Open in Maps and Copy address, and each of their dogs. Dogs collected from their own address rather than the household's are flagged.
- A dog's page adds the collection and drop-off instructions from the pet record, access details (property type, key type, key sets, alarm code), care flags such as crate required, shoes off and flight risk, the second contact, and the vet.
- Driver notes sit at the foot of both pages. Anything written against a dog also appears on its owner, labelled with the dog's name.
- Addresses are read-only here. Corrections are still made by your office on the pet or owner record.
Messages
/driver/messagesWhat it does — Drivers get two kinds of thread. At the top is their own line to the office, which is open every day and which they can start themselves. Below it, deliberately narrower, are customer threads: a driver can only reach customers who have a dog booked in that day, and the check is made fresh every time rather than granted once, so the access appears with the day's bookings and goes away with them. That is what makes "running about ten minutes late" possible without handing a driver your whole customer list.
- Drivers have a line to the office — Every driver has a thread with the office at the top of their Messages page. It is open every day, and they can start it themselves. See Messaging your team.
- Customer threads are day-scoped — A driver sees a customer's thread only on days that customer has a dog booked in, and the check is re-made every time rather than granted once.
- A driver is a driver everywhere — Holding both a driver and a staff record does not quietly upgrade someone to the full staff inbox.
- Where — The driver portal → Messages, or Chat on the bottom bar.
How to use it
- Drivers open Messages in the driver portal. The office thread is at the top, titled with your daycare's name; below it are the customers booked in today, and that list changes day to day.
- A driver never sees the Announcements channel and cannot broadcast, and cannot open a thread for a customer who isn't booked in that day.
- Someone set up as a driver is treated as a driver everywhere, even if they also hold a staff record — so day-scoping cannot be sidestepped by holding two roles.
- The office side of these conversations is covered in Messages › Messaging your team.