How can I add a drive?
You can easily add drives to your account on the Web Dashboard (using the same email and password as the app) or on the mobile app.
Adding Drives on the Web Dashboard
After logging into the web dashboard, click the ‘+ Add a Drive’ button in the top right-hand corner of the screen.
The Drive Details page will appear where you will then enter your departure and arrival locations (simply typing will provide you with recommendations or you can use your named locations) and the time and date. You can change the classification type if you made a mistake using this window. We'll change the drive we're adding to a Customer Visit.
You can also add in additional drive details (e.g., notes, vehicle information, tolls and parking fee) by clicking the Vehicle drop down to choose a vehicle saved to your account. Tolls, Parking and Notes can be added by clicking on the Page icon.
When all the details you require are added, simply click ‘Add drive’ to save the drive to your dashboard. If you need to add this same drive to a different day or reverse the locations, please see our article for How to: Duplicate Drives.
Adding Drives on the Mobile App
To add drives to your account on the mobile app, navigate to the All Drives page on the mobile app (Settings ☰ > All Drives) and tap on the blue '+' button on the lower right corner.
Once you tap the '+' button, personal and business buttons will appear on the bottom of the screen. Choose either Personal or Business. Then, a drive card will appear.
Enter Locations, Time and Date
Enter the start and end location (type in an area name, complete address, or one of your Named Locations) and date of the drive within the drive card.
You can also add in additional drive details (e.g., notes, vehicle information, mileage, tolls and parking fee) within the drive card.
To add a purpose to the drive, tap on the blue 'Edit >' section at the top of the drive card. Then, a list of secondary purposes will appear. Tap on the desired purpose.
Add Drive to Drive List
Simply tap 'Add Drive' to save the drive to your drive list and you're all set!
In order for the map to populate on the Web Dashboard, you need to manually type in the address or named location, then select it from the drop-down menu that appears. Please see here for more information: How to Add Drives if the "Add Drive" Button is Grayed Out
Once you've added a drive, consider renaming the arrival and destination locations to something easier to add and remember with our Named Locations feature. See our Named Locations Article for more information.