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Where to find it: OTO FLEX → Configuration — Open in OTO ↗
Everything the assignment engine needs to know about your drivers: who they are, where they work, what they can carry, when they are on shift, and how much of your money they are holding.

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The driver register

OTO FLEX → Configuration → Drivers lists the fleet. Add Driver registers one; Driver Upload imports a batch from a spreadsheet, which is how a fleet of any size gets set up. Map View shows where everyone is right now, and OTO Flex App is the download link to hand a new driver.
The OTO FLEX Drivers list

Fig. 1 — Three drivers, all Active but none On Duty — which is exactly the state in which an operator reports that “assignment is broken”.

Status and On Duty are not the same thingStatus is an employment fact; On Duty is a shift fact. An Active driver who is off duty receives nothing. Dispatch problems that look like “the rules are broken” are often a fleet where everyone is Active and nobody is On Duty — and the two columns sit side by side precisely so you can see it.

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Registering a driver

Add Driver takes rather more than a name and a phone number, and each field earns its place in the assignment engine:
The Add Driver form

Fig. 2 — Name, Email and Assigned Warehouses are required; branches are optional, which tells you the warehouse is the anchor.

Shipment Target is the incentive hookA target set per driver is what turns “driver performance” from an impression into a number. It is the difference between an incentive scheme you can defend in a conversation with a driver and one you cannot.

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Unlimited drivers

There is no cap on the number of drivers a fleet can hold, which matters for two cases the platform is explicitly built for: seasonal peaks, where a fleet doubles for a month, and gig models, where the roster turns over continuously.

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Areas, capacity and priority

A driver is tied to geography through Areas, at Settings → Advanced → Areas. The Area Form has two tabs — Area Info and Location — and three of its fields belong to this module.
Assigning drivers to an area

Fig. 3 — The driver picker is a multi-select with a search box and an Add New Driver User link — a driver can be created without leaving the area you are defining.

The Location tab is where the polygon itself is drawn on a map, or pasted in as coordinate pairs. Because areas are also used by delivery-area tagging and by shipping automation’s If destination is in these Areas condition, one polygon can serve the fleet and the rules at once — draw it once, use it everywhere.
Three capacities, three questionsThey stack, and they answer different questions. Driver capacity: how many orders can this person hold at once? Area capacity: how many can this geography absorb in a day? Slot capacity: how many can this time window take? A delivery can be blocked by any one of them.

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Driver teams

Drivers can be grouped into teams and the team used as the unit of assignment, rather than naming individuals in every rule. A team survives people joining and leaving; a rule listing five drivers by name does not.

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Shifts and working hours

Shifts determine when a driver is available, and pair with the delivery slots configured in Order fulfillment: a slot the fleet is meant to serve needs someone on shift to serve it. The On Duty column on the driver list is the live expression of this.

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Live tracking

Map View shows the fleet in real time, and tracking continues when the app is closed using background location. That is the difference between knowing where the fleet is and knowing where the fleet last opened the app.
Tell your driversBackground location tracking is a privacy matter and, in several markets, a disclosure requirement. It should be in the driver’s contract and set up in the app’s permissions when they are onboarded, not discovered later.

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Vehicle capacity

Capacity is defined per vehicle, and the planner respects it when building routes — a motorcycle is not given a route it cannot physically carry. Combined with Vehicle Type as a feasibility condition, this is how bulky orders are kept away from the wrong part of the fleet.

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Cash settlement

Each driver carries a Balance: COD cash collected and not yet handed in. Settling reduces it. Read as a column across the fleet, it is a live picture of how much of your revenue is currently in vehicles rather than in a bank.
The number to watchA balance that climbs steadily for one driver while others stay flat is usually a settlement process nobody is enforcing, not a collection problem. The Min/Max filter on that column exists for exactly this check.

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Custom fleet naming

The Fleet Name, set in fleet settings, is what the customer sees instead of a carrier name — on the tracking page and in notifications. A merchant delivering with their own riders can present it as their own service rather than as a third party, which for many brands is the reason they run a fleet at all.

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Performance and incentives

Driver performance is measured over the same dimensions the platform uses for carriers — completion, timeliness, customer rating — against each driver’s Shipment Target. That combination is what makes an incentive scheme possible to run on evidence rather than impression.

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Route history

Completed routes are retained, so a delivery can be reconstructed after the fact: where the driver went, in what order, and when. This is the answer to a customer disputing a delivery and to a driver disputing a route.
  • Planning — what the platform does with everything configured here.
  • Shipping automation — where the fleet wins or loses an order against a carrier.
  • Billing, Payments & COD — where driver-collected cash ends up.