Get started with Driversnote for Teams
In this article:
What is Teams?
Driversnote for Teams provides automatic mileage logging for employees and a simple workflow of reporting business mileage for your company’s reimbursement process.
Each team consists of users that can be assigned three different roles depending on their function.
- The admin can invite team members, reject or approve mileage reports and manage centralised billing.
- The manager role is used in case the admin isn’t the one to review mileage reports. Once you assign a manager, they’ll also become receivers and approvers of reports.
- Normal users are the drivers and have no administrative function. They can still view the team and its members.
All team members can track their trips automatically and submit mileage reports with all the needed information for their reimbursement and/or taxes.
You can read more about the features of Teams below.
Features for managers
Easily manage users
Invite your employees to your team and view the status of the pending and current members on Driversnote’s website.
Assign roles to your team members
As the admin, you can assign Team roles on the fly. Appoint another colleague to receive mileage reports (e.g. a manager or accountant) and switch your team members’ roles as needed to reflect the dynamic in your company.
Receive mileage reports, see reporting status and approve or reject them
Your employees submit mileage reports directly to their appointed approver (admin or manager) with all the needed information for mileage reimbursement. You are notified when you receive a report and will find it in your “Team reports”. You can view the submitted reports and approve them to accept the mileage claim, or reject them in case they need corrections. There’s a simple overview of all the team members’ reporting status.
All licenses assigned to team members are paid for with one credit card and billed to one company.
Buy and assign licenses on the fly
Assign licenses to people driving over our 20 trip limit, keep people who drive less on our free Lite plan. If an employee is not driving as much any longer, but another one is driving more, you can easily reassign the license from one to the other. In this way, we make sure you only pay for what you need.
Aside from the features we’ve gone through here, we’re working on team-wide reimbursement rates and many more features to suit the needs of your team!
Features for employees
Track your mileage
All employees track trips with the Driversnote mobile app - no need to remember writing routes down. See how to track and log trips.
Create detailed mileage reports with all the needed information for mileage reimbursement in just a few steps. See how to create a report.
Share or download reports with one click
Share reports with your admin or manager with just one click. You’ll be notified once they approve or reject your report. Should you prefer, you can also download your reports in PDF or Excel formats.
Get started: Create your team
Getting started and trying things out on your own is completely free.
- Sign up
If you don’t have a Driversnote account yet, create one by signing up on our website. Then, go to Team from the upper navigation bar.
- Invite team members
Here you’ll be able to start inviting employees that need to track mileage. See how to invite your team.
- Overview of invited/accepted
You’ll have an overview of the status of the invitations you sent out, whether they’re still pending or accepted, and you can resend and revoke invitations too. Once a team member joins, make sure to assign them their correct role.
To get each employee off to a good start, have them go through the first-time setup in our Getting Started article.
Q: I want to create a team but my employees already have Driversnote accounts?
If they already have an account that’s no problem at all - they can still join your team. Just make sure you send the invite to the email they’ve used to register with Driversnote.
Q: How do you comply with privacy laws?
We make sure that nothing is shared with the company and approvers of mileage reports without the explicit consent of the drivers.
Q: Can I track my employees?
Driversnote does not enable you to track your employees while they’re driving in real-time. Most companies do not want to know and have data on their employees’ whereabouts at all times.
Q: Can I fetch my employees’ mileage reports myself?
You can only see your employees’ mileage reports once they have submitted them to you.
Q: Can my company have multiple teams?
A company can have multiple teams, but a team member can only be a part of one team at a time. Each team sets up billing separately.
Q: Can we get help with onboarding? And how about customer support?
If you need help with onboarding, please just reach out to our support and explain your situation. We provide free support for everyone who wants to be or is a user of our products.