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Overview
This guide walks you through the process of bulk claiming multiple available tasks in the CareCar provider portal. Bulk claiming allows you to efficiently select and assign multiple tasks at once.
Step-by-Step Guide
1. Log In to CareCar Provider Portal
- Login to hq.carecar.co
- Enter your email and password.
- Click Log In.
2. Navigate to Available Tasks
- From the CareCar dashboard, click on the Available Tasks tab in the navigation menu.
3. Apply Filters
To narrow down the available tasks, use the filter options:
- Date Range: Select tasks for a specific day or timeframe.
- State: Filter by the location of available tasks.
- Radius Search: Find tasks near a specific address.
Applying filters can help you quickly locate tasks that match your preferred criteria.
4. Select Multiple Tasks for Bulk Claiming
- Scroll through the available tasks list.
- Click the checkbox next to each task you want to claim.
- If a round trip is available, you will see an option to claim related tasks after selecting the first one.
5. Click "Claim (Selected Number) Tasks"
- Once you've selected all tasks you wish to claim, click the Claim (Selected Number) Tasks button at the top of the task list.
- A confirmation prompt will appear to review your selection.
6. Confirm Your Claimed Tasks
- Review the task information for the tasks you've selected and then click Confirm
- Click OK to clear the multiple task claim modal
7. Assign a Driver and Vehicle
- Claimed tasks will appear in the Tasks tab in the navigation menu.
- Select the task you wish to assign to a Driver and Vehicle