voiceERP

How to build the templates and labels behind driver write-ups — fields, prefilled text, signature and comment settings, and the labels you filter and report on.

Setting Up Incident Templates and Labels

How to record an incident against a driver, track it through coaching and signature, attach documents, and find it again on the incidents list.

Creating and Managing Incidents

How a signature request reaches a driver, what they see and sign, and how you track and chase it from Not sent through to Signed.

Getting an Incident Signed by a Driver

Your written record of driver write-ups — how an incident is created from a template, coached, signed, and filed, and where the detail lives.

Incidents & Documents

Incidents

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Create your workspace and invite the people you work with.

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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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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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