Operations Dashboard
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Operations Dashboard
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Overview
Clients
Driver Needs
Placements
Revenue
Invoices
Client
Name *
Status
Active
Pending
Paused
Churned
Payment method
Pay in full
Split
Churn reason
Account manager
Company phone
Contact name
Contact phone
Contact email
Billing cycle
Per placement
Monthly
Installments per placement
1 — pay in full
2 — split
3 — 3-installment (JTS)
Billing name
(legal entity shown on the invoice)
Billing address
Invoice emails
(comma separated)
Summary notes
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Save
Terminal / location
Label (optional)
City *
State *
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Save
Edit pricing —
Driver type
Pay-in-full fee (USD)
Split — 1st half (USD)
Split — 2nd half (USD)
Split — 3rd installment (USD)
(60-day mark)
1st half billed after first load pickup. 2nd half billed 30 days after hire. 3rd installment (if enabled) billed 60 days after hire.
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Save
Add program
Driver type
Company Driver
Lease/Rent
Owner-Operator
Pay type
CPM
% of gross
Weekly gross
Hourly
Flat
Other
Rate / amount
Details
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Save
Program notes
Notes
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Save
Add note
Note
Timestamped and attributed to you.
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Add note
Equipment row
Equipment type
Units available
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Save
Driver need
Client *
Driver types
(check all this need accepts)
Crew
(check all accepted)
Equipment types
(check all accepted)
Drivers needed *
Opened date
Notes
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Save
Placement
Client *
First name *
Last name *
Phone *
Home city *
Home state *
(2-letter code, e.g. IN — sets calling-window timezone)
Home ZIP
Recruiter
manage
Driver type
Company Driver
Lease/Rent
Owner-Operator
Crew
Solo
Team
Equipment type
Placed date
Fills need
(optional — links this driver to an open need)
— none (walk-in) —
Payment structure
Pay in full
Split
Engagement type
(Processed = paid to handle this driver, not recruited by CDLR)
Recruited
Processed
No charge — rehired driver
(no invoice, and no missing-fee warning)
Fee (USD)
1st half (USD)
2nd half (USD)
3rd installment (USD)
(60-day mark)
Notes
Fees auto-fill from this client's pricing for the chosen driver type. Team drivers or lead-gen clients: adjust manually.
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Save
Mark as Fell off
Fell off date
Reason
Unknown
Company Issue
Driver Issue
Pay
Home Time
Equipment
Other
Note (optional)
Records that the driver left before completing. Reason is optional — leave blank if you don't know. Collected payments are unaffected.
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Confirm
Possible duplicate driver
Back to edit
Same driver — save anyway
Different person — save as new
Driver
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Recruiters
Add recruiter
Add
Add once, then pick from the dropdown on every placement. Deactivate to hide from new placements (existing rows keep their recruiter).
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Monthly revenue goal
Month
Revenue target (USD)
Drivers-placed target
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Save
Delete client
Type the client name to confirm
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Delete
