| Pickup | Customer | Size | Type | Drop-off | Unit | Status | Price |
|---|---|---|---|---|---|---|---|
| 8:00 AM | Ramirez, A. | 1012 | 10ft | Confirmed | |||
| 10:00 AM | Park, S. | 1088 | 16ft | Confirmed | |||
| 12:00 PM | Chen Moving | 2014 | 20ft | Pending | |||
| 1:00 PM | Thompson, D. | TBD | 16ft | No Unit | |||
| 3:00 PM | Alvarez, R. | 1033 | 10ft | Confirmed | |||
| 4:30 PM | Bloom Corp | TBD | 26ft | No Unit |
| Pickup | Customer | Size | Type | Duration | Unit | Status | Price |
|---|---|---|---|---|---|---|---|
Upload ReservationStatusReport to populate. | |||||||
| Due Date | Due Time | Customer | Unit | Size | Status | Next Res |
|---|---|---|---|---|---|---|
| 6/1/26 | 9:00 AM | Morales, T. | 1047 | 16ft | 2 Days Late | โ |
| 6/1/26 | 10:00 AM | Nguyen Corp | 2031 | 26ft | 1 Day Late | โ |
| 6/1/26 | 12:00 PM | Jones, B. | 1019 | 10ft | Out | โ |
| 6/1/26 | 3:00 PM | Patel, M. | 2008 | 20ft | Out | โ |
| 6/1/26 | 5:00 PM | Atlas Logistics | 3005 | 26ft | Out | โ |
| Customer | Type | Destination | Pickup | Due-In | Assigned Units / Going Where | Have Truck? | Available Units |
|---|---|---|---|---|---|---|---|
Upload ReservationStatusReport and InventoryDetailGrid to build the optimized schedule. | |||||||
| Pickup | Customer | Size | Type | Drop-off | Unit | Status | Price |
|---|---|---|---|---|---|---|---|
Upload ReservationStatusReport to populate. | |||||||
| Pickup | Customer | Size | Type | Duration | Unit | Status | Price |
|---|---|---|---|---|---|---|---|
Upload ReservationStatusReport to populate. | |||||||
| Due Date | Due Time | Customer | Unit | Size | Status | Next Res |
|---|---|---|---|---|---|---|
Upload InventoryDetailGrid or Future Inbound to populate. | ||||||
| Unit | Size | Ref # | Expected | Rental | Customer | Next Res |
|---|---|---|---|---|---|---|
Upload InventoryDetailGrid to show inbound fleet. | ||||||
Upload InventoryDetailGrid to show rental totals.
Upload Reservation Status, Future Inbound, and LongTerm Rentals to populate.
Completed pickups and check-ins will appear here as the day updates.
Upload InventoryDetailGrid to show availability snapshot.
Fleet utilization history will appear here after data collection is set up.
Upload an InventoryDetailGrid to begin recording snapshots.
Admin tools load after your account permissions are verified.
Roles & Permissions
Who can see this Admin tab?
Only Area Managers and Corp Admins. Store Staff and Store Admins are not shown this tab at all โ it's invisible to them when they log in. If someone needs admin access, their org role must be updated to Area Manager or Corp Admin.
What's the difference between the four roles?
Store Staff can upload operational data for their assigned locations โ that's it, no admin access. Store Admin gets everything Store Staff has plus the ability to manage users below their level at their own locations. Area Manager can manage multiple locations and all lower-tier users across them. Corp Admin has full org-level access and is the only role not tied to specific locations.
Who can I assign or remove?
You can only manage users whose role is below your own. A Store Admin can manage Store Staff. An Area Manager can manage Store Staff and Store Admins. Corp Admins can manage everyone. You cannot edit, reassign, or remove users at your own role level or above.
Can a Corp Admin be assigned to specific locations?
Corp Admin is an org-level role โ they're not tied to individual locations and can see everything. If a Corp Admin needs location-level write access (like uploading data), assign them to locations as well. Their location role will be Area Manager.
Users
How do I create a new user?
Click + Create User in the Users & Permissions section. Fill in their email, first and last name, and a temporary password (use Generate for a random one). Pick their role and check the locations they should have access to, then click Create. Share the email and temporary password with them โ they can log in immediately and change their password anytime from their profile.
How do I assign a user to an additional location?
In the Users & Permissions table, find the user's row. Use the location dropdown in the Assign Location column and click Assign. A user can be assigned to as many locations as needed and their role carries over.
How do I remove a user's access to a specific location?
Their assigned locations appear as chips in the Locations column. Click the ร on any chip to remove access to that location. This doesn't delete their account โ they'll still be able to log in, they just won't see that location's data.
How do I remove a user entirely?
Click Remove in the user's row. This removes their org membership and all location access. The action is immediate. You can only remove users whose role is below yours.
What if a user is locked out or forgot their password?
Click Reset Pwd in their row. This sends a password reset email to the address on their account. They'll get a link to set a new password and log back in. Make sure their email address is correct before sending.
Locations
How do I add a new location?
Click + Add Location in the Locations section. Set the location name, a Dealer # (the numeric ID used to match uploads), and the operating hours for weekdays and weekends. Once created, you can assign users to it from the Users & Permissions section below.
What is the Dealer # (location ID)?
It's the numeric identifier that ties uploads, snapshots, and reservations to the correct location. It must match whatever ID your data source uses. Changing it after uploads exist will break the link between old data and the location โ only change it if you're intentionally migrating to a new ID.
Can I rename a location?
Yes โ click Edit Details in the location's row. You can change the display name and operating hours safely at any time. Renaming doesn't affect existing data. Changing the Dealer # is a separate, more impactful action (see above).
What does "Last Upload" and "Uploaded By" mean in the Locations table?
Last Upload is the timestamp of the most recent data sync for that location. Uploaded By is the email of the user who triggered or performed that upload. If it shows "--", no data has been uploaded yet for that location.
Upload InventoryDetailGrid and Future Inbound sheets to build the check-in queue.
| Rank | Unit # | Type | Idle Time | Source | Last Ref # |
|---|---|---|---|---|---|
Upload InventoryDetailGrid to show idle fleet priority. | |||||
| Copy | Checked In | Unit # | Type | Source | Ref # | 10pt | Gas | Uploads |
|---|---|---|---|---|---|---|---|---|
Completed check-ins will appear here. | ||||||||
| Price | Customer Last Name | AP | Lot | Vehicle Description | Ref # | Dest | Days | Pickup Date / Time | DueIn Date / Time | FP | HT | Unit # | New Assigned Unit |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Upload ReservationStatusReport to populate the schedule. | |||||||||||||
| Unit # | Type | Status | Idle Time | Customer / Reason | Due-In | Ref # | Days Left | Type of Reservation | |
|---|---|---|---|---|---|---|---|---|---|
| 1001 | 10ft | 2021 | Available | -- | -- | -- | 42,100 | Full | Good |
| 1002 | 10ft | 2022 | Available | -- | -- | -- | 29,800 | Full | Excellent |
| 1012 | 10ft | 2020 | Out | Ramirez, A. | Today | Tomorrow | 61,200 | 3/4 | Good |
| 1019 | 10ft | 2019 | Out | Jones, B. | Mon | Today | 88,400 | -- | Fair |
| 1033 | 10ft | 2021 | Due Today | Alvarez, R. | Yesterday | Today | 55,700 | -- | Good |
| 1047 | 16ft | 2020 | Overdue | Morales, T. | 5 days ago | 2 days ago | 74,100 | -- | Unknown |
| 1055 | 16ft | 2022 | Available | -- | -- | -- | 18,300 | Full | Excellent |
| 1088 | 16ft | 2021 | Out | Park, S. | Today | Wednesday | 47,600 | Full | Good |
| 1092 | 16ft | 2019 | Maint | -- | -- | Wed (est.) | 101,200 | Full | In Shop |
| 2008 | 20ft | 2020 | Out | Patel, M. | Sat | Today | 69,400 | -- | Good |
| 2014 | 20ft | 2022 | Available | -- | -- | -- | 22,900 | Full | Excellent |
| 2019 | 20ft | 2019 | Maint | -- | -- | Thu (est.) | 95,100 | 1/2 | In Shop |
| 2031 | 26ft | 2020 | Overdue | Nguyen Corp | 6 days ago | Yesterday | 82,300 | -- | Unknown |
| 3005 | 26ft | 2021 | Out | Atlas Logistics | Mon | Today | 58,800 | -- | Good |
| 3012 | 26ft | 2019 | Maint | -- | -- | Tomorrow | 109,700 | Full | In Shop |
| 3018 | 26ft | 2022 | Available | -- | -- | -- | 31,100 | Full | Excellent |
| Unit # | Type | Customer | Destination | Due-In Date | Ref # |
|---|---|---|---|---|---|
Upload Future Inbound sheet to populate this table. | |||||
No active Uber rentals. Click + Add Rental to begin tracking.
| Extend | Unit # | Class | Customer | Contract # | Pickup | Return Date | Anticipated RTN | Next AGMT | PM Due | Weeks On Rent | Total Wks |
|---|---|---|---|---|---|---|---|---|---|---|---|
Upload LongTerm Rentals sheet to populate this table. | |||||||||||