voiceERP

How dispatch rules tell Viki what to do when a driver calls in, how to build one in the rule editor, and how the Calls tab records what happened on…

Dispatch Rules

Reading the source marks on Actual hours in the Daily Digest, with payroll as the default and Cortex and Override figures labeled on screen and in the PDF.

Where Actual Hours Come From in the End-of-Day Report

How the End-of-Day report (Daily Digest) reaches managers, who is enrolled first, and how to choose Chat, Email, or SMS delivery for each recipient.

Who Receives the End-of-Day Report

How the Rules tab of the Dispatch page proposes weekly rule changes from real calls, flags overlapping rules, and stores gate codes and access instructions Viki reads back to drivers.

Dispatch Rule Suggestions and Access Locations

What the waiting and percentage indicators on the Rostering page mean, why the roster can look out of date, and what to do about it.

When the Roster Looks Pending or Stuck

Reading the filed emails on a lead or customer page — threads, search, direction and mailbox filters, and opening a message in full or in Gmail.

Filed Emails on Lead and Customer Pages

How the Fleet page tracks your vans — the vehicle list, maintenance and renewal reminders, and the daily inspections drivers submit.

Fleet: Vehicles, Reminders, and Inspections

Seeing which of your active drivers are signed in to the driver app right now, and forcing a driver (or everyone) to log out.

Online Drivers

How the daily roster works — the day view and its columns, syncing from the published schedule, confirmation statuses, and day-of changes.

The Rostering Page

How VoiceERP tracks every route's pace live, has Viki check in with drivers who are slipping, alerts your admins, and records rescues.

Route Assistance

Operations

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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