Guides

How to run a station on it.

Not a feature list — the procedures. What to do in which order from an empty portal to a running station, what comes back every day and every week after that, and the places people get caught out, which we know because we got caught out there first.

Written for an owner or an ops manager,
not for a developer.
Free to read, no account needed.

The owner’s path

Nine guides, in the order a new company needs them. The first two get you to a board; your office runs it for a couple of days; then your drivers come in.

Owner · day oneGet connectedYour address, the apps, the extension and the first sync; your page, your first apply page and your texts.5 min read Owner · HR · before the first boardYour team and your stationOffice jobs and what each can reach, your shifts and waves, where your week is made, your vans’ seats and your rules.6 min read Dispatch · every dayRun the dayThe evening before, before dispatch, after dispatch: the board’s day, and the presses that ring the phones.8 min read Scheduling · every weekRun the weekMade in OpsBrio: the pattern, two weeks out, new drivers on. Made in Cortex, it comes in by itself — on Cortex draft you still publish it here.5 min read

Run a couple of days first. Until your drivers are invited, shift times ring nobody — so the office learns the day on real data before the drivers see it.

HR · after a couple of daysBring your drivers inInvites, notifications, and the guide that walks each driver through their app.5 min read The office · as the weeks runOperations, HR and PerformanceOperations, HR & Compliance, the rank and its post, write-ups, the fleet and the chat — what each is for.4 min read Owner · HR · when you hireHiringFrom an apply page to a driver on the schedule: conversations, interviews, the offer, the I-9.4 min read Owner · once, then as neededForms and surveysThe check-in and check-out forms, the flags they raise, forms you send, and surveys to anybody — a pulse every two weeks too.3 min read Owner · every weekFinanceWhat the week cost, and what Amazon owes for it.2 min read

Deeper on one subject

One subject each, for when a step above sends you to it or something needs explaining.

HR · complianceCompliance, before it’s a problemThe limits, the warnings and the alarms; what the schedule refuses and why, and the headroom left; breaks, timecards and missed punches; documents, the drug-test clock, uniform notes and the I-9 — and the numbers you set.6 min read Ops team · performanceThe rank and the bonusHow the rank is scored and what your policy takes off it, who qualifies for the bonus this week and why not, the monthly standing and giveaways — and changing the policy for the weeks ahead.7 min read HR · safetyIncidents, injuries and the OSHA logThe incident form and the driver’s pick, the four questions that decide the two-hour drug and alcohol test, the van’s damage record, and the OSHA 300A and electronic filing at the year’s end.7 min read Owner · HRRecords, and how long they are keptWhat OpsBrio keeps and for how long — I-9s on the law’s clock, résumés, chat words and files, photos — what it removes on its own and when, and what you can change.4 min read Dispatch · once per computerThe Cortex syncThe Chrome extension that brings Amazon’s routes, roster, fleet and hours in — without ever holding a password.5 min read Scheduling · DispatchWhere the week is madeOpsBrio, Cortex draft or Cortex: who builds the week, whose Publish drivers see, what they are told when it changes — and tomorrow’s board, built from the week or from the blocks you hand out in Cortex.15 min read Dispatch · HRAfter the routeWhat every driver is asked when the route ends — a call for each return a call can still fix, and the clock-out in your payroll app — and what the desk sees of both.5 min read FleetThe fleetTwo axes per van, the three-seat bench, your own service clocks, and why the fuel type is never blank by accident.5 min read EveryoneTelling the station somethingChat, announcements, policies and the library — and the flag that decides whether any phone rings.3 min read The office · dispatchers firstChatYour wall of chats on a computer — answering a driver who is waiting, keeping a chat on the wall, arranging it, pinning a message — then the same day on a phone.9 min read Owner · when you start hiring in OpsBrioTurn on hiringHiring comes switched off. The press that turns it on, then the three steps it shows — your hiring email, your texting registration, your company page and a first apply page — checking it, and who can help.8 min read Owner · HR · when you post on IndeedApplicants from IndeedYour own Indeed ads, sending their applicants to your apply page and onto your Hiring board: asking Indeed to switch on Apply URL, changing each ad, checking it, and the applicants still in Indeed.5 min read Owner · HR · when you use SmartRecruitersApplicants from SmartRecruitersConnect SmartRecruiters with a read-only credential, match each of its jobs to your apply page, bring the people already there across — choosing who, with nobody twice — and let new applications come in by themselves.7 min read

Set up with you, not handed to you.

These are here so your team can read ahead and come back to them — not because you are on your own. Your stations, your addresses and your first login are made before you see the portal, and somebody is on the line for your first board.

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