Streamlined workflow for partner and driver approvals
Standard Form
Direct deposit form or text fields
$500,000 minimum insurance
Service, Privacy Policy, Duty of Care
Annual requirement
Uploaded to platform
Photo or scan with certifications
Driver, Privacy Policy, Duty of Care
Open text field with dropdowns
5 years or newer (6+ flagged)
10 standard angles (inside/outside)
Uploaded, must match COI
Acknowledge and provide photos of 3 different seat types
Yes/No acknowledgment of offering this service
Yes/No acknowledgment of allowing pets in vehicle
| Partners | Notes | Drivers | Notes | Vehicles | Notes |
|---|---|---|---|---|---|
| W9 | Drivers License # | No verification, no photos | Make and Model | Need to review approval criteria | |
| Direct Deposit From | First Name | 6 years or newer | Review process for activation | ||
| Insurance Certificate | No minimum | Last Name | Photos | Outside only | |
| Partner Service Agreement | No background checks mentioned | Vehicle Registration | |||
| Privacy Policy | Phone Number | VIN # | Must match COI |
| Partners | Notes | Drivers | Notes | Vehicles | Notes |
|---|---|---|---|---|---|
| Tax Info (W9) | Standard Form | Background Check | Annual required per driver | Make and Model | Open Text Field. Possible dropdowns |
| Bank Info | Direct Deposit form or text fields | Headshot Photo | Must be uploaded to platform | 5 years or newer | Older than 6 years flagged/denied |
| COI | $500,000 Minimum, verification | Drivers License # | Photo/scan with certifications | Photos | Outside AND Inside (10 standard) |
| Agreements | Service, Privacy, Duty of Care | Driver Agreement | Standard signature field | Vehicle Registration | Uploaded |
| Credit card on file | For contract violations | Privacy Policy | Standard signature field | VIN # | Must match COI |
| Extra Services | Options to acknowledge | Driver Training | Video and test confirmation |