Add drivers and prepare them for the app
Create each driver's record and login, review their working settings, and prepare their invitation.
AdministratorsDispatchers
Role guide
Help for dispatchers.
Start with the workflows most relevant to your responsibilities.
Assign resources and manage trip status
Match the intended driver and vehicle to a reservation, then advance status only when the real operation supports it.
Dispatchers
Check your first booking from start to finish
Connect your setup with one controlled booking and verify pricing, dispatch, the Driver App, and the resulting billing record before launch.
AdministratorsDispatchersFinance teams
Create bookings, return trips, and continuing trips
Create a trip in three steps, check its price, save or confirm it, assign a driver, and prepare a separate return or continuing booking in the Driver App.
AdministratorsDispatchersDrivers
Create passengers and import phone contacts
Select or create a passenger or booker, verify each address imported from a phone contact, handle duplicate matches, and keep saved addresses for customers and individuals.
AdministratorsDispatchersDrivers
Create quotes and reservations
Start a booking, save it as a quote or reservation, and process incoming quote requests from Dispatch.
Dispatchers
Get oriented in OpenLimo Backoffice
Find company settings, Website setup, compliance readiness, Dispatch, and finance in OpenLimo Backoffice.
AdministratorsDispatchersFinance teams
Get the Driver App ready for the first trip
Sign in with a passkey or emailed code, allow notifications and location, choose a vehicle, go online from the availability control, and check a first trip with dispatch.
AdministratorsDispatchersDrivers
Keep dispatch communications useful
Record concise trip context without sensitive data, choose who receives booking emails, and answer customer questions about sign-in, checkout, and tracking.
Dispatchers
Manage your Studio account and sign-in activity
Edit your display name, open your sign-in methods, and review your latest sign-in, activity time, and recorded history across OpenLimo applications.
AdministratorsDispatchersFinance teams
Prepare fleet resources for operations
Prepare fleet records, review compliance readiness, and manage requirement packs and document actions before dispatch.
AdministratorsDispatchers
Review an affiliate farm-out workflow
Confirm partner, trip, assignment, and settlement context before sending work outside the operating company.
DispatchersFinance teamsAdministrators
Review operations settings safely
Review Allow, Warn, and Block assignment policies and verify individual settings changes before dispatch use.
AdministratorsDispatchers
Set up customer accounts
Create the customer record used for pricing, booking policy, billing, and associated people.
AdministratorsDispatchers
Set up fleets, services, and vehicles
Connect your operating brand and service types to vehicle classes, then register the cars your drivers use.
AdministratorsDispatchers
Set up individuals and link their accounts
Add passengers and bookers, link them to customer accounts, and choose whether to invite them to sign in.
AdministratorsDispatchers
Settle affiliate work with Affiliate Settlements
Reconcile forwarded trips and payout amounts in Affiliate Settlements before approving a financial outcome for an affiliate.
Finance teamsDispatchers
Sign in with a passkey, single sign-on, or an emailed code
Sign in to Backoffice, Studio, and the Driver App without a password, manage passkeys and sessions, and get back in when a code or passkey fails.
AdministratorsDispatchersFinance teamsDrivers
Troubleshoot a missing or unexpected Dispatch item
Check date, view, filters, reservation state, and permissions before recreating work or escalating an issue.
DispatchersAdministrators
Understand the Studio pricing workspace
Find the right pricing tools and add or edit zone rates and independent variations within a rate plan.
AdministratorsDispatchersFinance teams
Understand zones in Studio
Review geography in Zone Explorer and choose the correct pickup, drop-off, either-end, or between-zone rate scope.
AdministratorsDispatchers
Use Studio quote tools to verify pricing
Calculate representative trips, compare rate variations, and review saved quotes and their modification history.
AdministratorsDispatchersFinance teams
Use the Dispatch board
Read the operational board, apply focused views, and keep changes tied to the reservation you intend to manage.
DispatchersAdministrators
Use the Driver and Admin workspaces and review bookings
Switch between Driver and Admin, keep the active ride in view, run company tools from Admin by role, and review booking warnings and changes before accepting a booking.
AdministratorsDispatchersFinance teamsDrivers
Work the Needs Attention queue
Triage operational warnings by impact, investigate the underlying reservation, and document the resolution.
DispatchersAdministrators