Adding a New Driver

To add a new driver to your company in QuickManage, follow these steps:

Step 1: Go to “Drivers & Contractors” under Account Resources.

Step 2: Click the green “Add New” button.

• Hire To: Select the company the driver is being hired to.

• Driver’s Email Address: Required for creation and system login and communication.

• Upload Driver’s License – Supported formats: PDF, JPG, JPEG. qm-GPT|Ai| (Optional)

Click “Next” to proceed.

Step 3: Fill in Personal & Contact Details

Fill out:

• First name, last name, date of birth, phone number, email.

• Home address (street, city, state, ZIP).

• Enter emergency contact details (optional but recommended).

• Provide a statement email if invoices/statements should go to another contact.

Click “Next”.

Step 4: Set Up the Driver Contract

• Driver Role: Choose one of the following:

  • Owner Operator

  • Lease Operator

  • Company Driver

  • Percentage Driver

  • Mileage Driver

  • Flat Pay Driver

  • Hourly Pay Driver

• Payment Type: Select the driver’s payment method:

  • Percentage

  • Pay Per Mile

  • Hourly Pay

  • Weekly Flat Pay

• Input rate and Driver Type (Solo or Team).

• Optionally, enable "Show Trip Rates" and "Show Trip Mileage" to the driver.

Click “Next”.

Step 5: Assign Equipment & Inventory

• Assign the truck, trailer, and cab inventory:

  • Fuel cards

  • Tolls & PrePass devices

  • ELD, tablets, cameras, etc.

• Set fuel discounts by percentage or flat amount.

• Link selected items to the driver.

Click “Next”.

Step 6: Configure Recurring Deductions (Weekly)

Add any weekly deductions, such as:

• Truck/Trailer lease

• Insurance fees

• PrePass or ELD device fees

• IFTA, admin, OCCAC, and other weekly deductions

  
  

Step 7: Set up Depository Fund splits if required.

Field Descriptions

• Total Amount
  ➤ The full amount you want to withhold from the driver's earnings (e.g., $1,000 total).

• Prev Charged
  ➤ Amount already charged or deducted before this current setup (if any).

• Split Into
  ➤ Number of payments (deduction periods). Example: if total is $1,000 and split into 10, then $100/week will be deducted.

• Balance Amount
  ➤ Shows what’s currently in the fund. Starts at $0 until deductions begin.

The Depository Fund lets you withhold a fixed amount from a driver's pay over time as a security reserve. It’s split across paychecks and refunded after termination (e.g., after 40 days).

Charging Summary

• Next Charge from Paycheck (in red)
  ➤ The amount that will be deducted in the upcoming payroll cycle.

• Already Charged Amount (in green)
  ➤ Total that has been collected so far.

• Remaining Balance (in blue)
  ➤ What’s left to collect (Total Amount - Already Charged).

Click “Finish” to complete.