VI Command Center

Active Subscriptions

Active Customers

Monthly Revenue

Open A/R

New Sign-Ups

Order Fulfillment — Last 30 Days

Total Orders

Revenue

Pending Fulfillment

Needs TazWorks

Show test orders

Date	Flow	Company	DOT#	Driver	Services	Amount	Trans ID	Status

Flow 1 One-time drug test

New Enrollment New consortium signup

Member Portal Existing customer order

Flow 4 Background one-time

Pool Wizard Portal pool/driver action

Phone Phone agent order

Chat Chat agent order

Renewal Wiz Renewal audit wizard

Member Portal — OTP Login Activity

Legend

Actions

SEND OTP System texted a 6-digit verification code to the customer's cell phone

VERIFY Customer entered the 6-digit code to complete login

Results

SUCCESS OTP sent successfully or customer logged in

FAILED (otp_expired) Code expired or already used — customer needs to request a new one

FAILED (otp_invalid) Customer entered the wrong code

Source Pages — Where the customer was trying to log in

Member Orders / Portal — members.verticalidentity.com/account (order drug tests, MVR, BGC, manage drivers)

Renewal Audit Wizard — annual compliance renewal audit (confirm drivers, update payment)

Qtrly Pool Verification — quarterly driver pool review (confirm active drivers)

Time	DOT	Company	Contact	Phone	Action	Result	Source
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Q2 2026 Random Drug & Alcohol Testing

EXPORT CSV FULL POOL CSV

Next O/O Day-0 Batch — Approval Required

HOLD

Driver	DOT	Company	Test Type	Phone	Email
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Completed

Notified

Selected (Pending)

Calls Due Today

Scheduled 5+ days, no clinic visit

Overdue (Day 7+)

Daily Action Items

Today's Activity —

O/O — VID MANAGED

Notified

Passport Issued

Completed

DER — CARRIER MANAGED

Notified

Passport Issued

Completed

Completion Progress

0 / 0 completed0%

Primaries

Days Left

Status Breakdown

2026 Quarter-Over-Quarter Tracking

Assigned (Selected)

	Pool	Drug	Alcohol

Actuals (Completed)

	Pool	Drug	Alcohol

Overdue — Action Required

Driver	DOT	Status	Days Since Notified

All Selections — 0 shown (500 primaries + 100 alternates)

Account	DOT	Driver	Type	Test	Status	Notified	Completed	Action

O/O Notification Cadence (VID Managed)

View All Templates →

Initial Notification

SMS + Email (formal letter)

Follow-up Reminder

SMS

Regulation Warning

SMS - 49 CFR refusal consequences

Final Notice

SMS

Desk Ticket → Human

Zoho Desk URGENT ticket for phone call

DER Notification Cadence (Carrier Managed)

View All Templates →

Selection List to DER

Email - Driver names, test types, responsibilities

Reminder

Email - Pending tests listed

Reminder

Email - Pending tests listed

Desk Ticket + Weekly Emails Begin

Zoho Desk URGENT ticket - Weekly emails W8-W12

Annual DOT Compliance Renewal Audit

EXPORT CSV

Subscription Growth

Active Live NOW

MRR: $--

New

Cancelled

Net

New

Cancelled

Net

Compliance Wizard — Next 14 Days (0 renewals)

Completed

Started

Sent (No Response)

Not Yet Sent

Renewed (Paid)0 accounts

Unpaid — CC Issue0 accounts · $0 at risk

Company	DOT	Amount	Days Late	Status	Wizard

Unpaid — SAFER Issue0 accounts · $0 at risk

Company	DOT	Amount	SAFER	Days Late	Status	Wizard

SAFER Authority Issues — Expect Inbound Calls (0)

These carriers show NOT AUTHORIZED or OOS and are for-hire interstate — they cannot complete the renewal wizard online. They will need to call in.

Company	DOT	Renewal	Amount	SAFER	Reason	Status

Annual DOT Compliance Renewal Audit — Notification Cadence

View All Templates →

D14

Initial Notification — SMS + Email to ALL contacts
Scenario 1: All Clear (auto-renew info) · Scenario 2: No CC (add card CTA) · Scenario 3: SAFER Issue (are you still operating?)

Final Reminder — SMS + Email (non-auto-renew only)
Urgent tone · No CC and SAFER issue accounts only

Renewal Day — Check charge result
Success → confirmation SMS + email · Failure → triggers recovery cadence

Payment Failed — SMS + Email with payment link
Update your card · Portal link for CC entry

Follow-Up — SMS reminder
Payment still past due

Escalation — SMS + Email + Desk Ticket (Urgent)
Human follow-up · Drivers at risk of pool removal

+14

Final Notice — SMS + Email + Desk Ticket
Membership cancellation pending · Call immediately

Reactivation Campaign — Win Back Cancelled Carriers

Total Sent

Invoices Paid

Reactivated

$--

Revenue Recovered

Company	DOT	Offer	Original	Drivers	Link	SMS	Email	Paid	Reactivated

Campaign not launched yet

Outreach Templates

SMS FROM 602-899-1606:

Severity	DOT	Carrier	Issues	Ticket Status	Last Checked
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How to Read SAFER Status

"NOT AUTHORIZED" but DOT is Active

This is normal. The carrier is private (hauls own goods) or intrastate only. They don't need federal operating authority. Their DOT is active and they're good to go.

No MC Number + No BIPD Insurance

Totally fine for private and intrastate carriers. They don't need an MC number or BIPD insurance filed with FMCSA. The state handles their insurance requirements, not the feds.

Has MC + Authority INACTIVE + No BIPD

Real problem. This is a for-hire interstate carrier whose authority went inactive and has no insurance on file. They need to reinstate authority and file proof of insurance with FMCSA.

Out of Service

Most serious. FMCSA has issued an order. The carrier cannot legally operate until the OOS order is resolved. They should contact FMCSA directly. We exclude them from random pool.

MCS-150 Overdue

Recoverable. Carrier just needs to file the biennial MCS-150 update. FMCSA will deactivate the DOT if not filed. DO NOT cancel a customer over this — notify them to file the update.

FF Number vs MC Number

FF = Freight Forwarder, not a Motor Carrier. An FF number does NOT mean the carrier has interstate authority. Only MC numbers indicate motor carrier operating authority. No MC = no BIPD/BOC-3 requirement.

Quick Decision Cheat Sheet

DOT Active?	OOS?	Carrier Type	Has MC?	BIPD on File?	Verdict
Yes	No	Private	No	N/A	GOOD TO GO
Yes	No	Intrastate	No	N/A	GOOD TO GO
Yes	No	For-Hire Interstate	Yes	Yes	GOOD TO GO
Yes	No	For-Hire Interstate	Yes	No	NEEDS INSURANCE
Yes	No	For-Hire Interstate	Yes (Inactive)	No	AUTH + INSURANCE
Yes	No	Any	Any	Any	MCS-150 OVERDUE
No	--	Any	--	--	FILE MCS-150 NOW
--	Yes	Any	--	--	CANNOT OPERATE

Monitoring Overview

Live Customers Monitored

Checked This Cycle

Out of Service

Pending Check

Most Recently Checked

DOT Number	Last Checked
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Oldest / Needs Refresh

DOT Number	Last Checked
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Overview

Agents

Registry

Architecture

Live Workers

In Build

Planned

Total

Agent Run History

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QA Sweep History

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Recent Operator Actions

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▶Renewal Agent Detail

▶QA Agent Detail

▶Orders Detail (vid-orders)

▶FMCSA Scraper Detail

▶Random Agent Detail

▶Billing Agent Detail

Worker Registry

Stack Connections

10 services

Supabase Tables

Order Flows

One-Time Drug Test

orderlabtest.com

Non-member trucker needs a single DOT drug test. No membership required.

Visit →

New Enrollment

members.verticalidentity.com/enroll

New motor carrier signs up for consortium + adds drivers + picks add-ons.

Visit →

Member Portal

members.verticalidentity.com/account

Active member adds drivers, orders services, manages account.

Visit →

À La Carte

orderlabtest.com/order

Anyone orders MVR, BGC, PSP, Clearinghouse, or Drug Test individually.

Visit →

Workflow Map

Key Flows

Business Rules & Constants

Always-True

Cloudflare Pages

Project	Domain	Purpose	Flows
vid-pages	members.verticalidentity.com	Member portal — enrollment, account mgmt, pricing, pool dashboard	2 3
orderlabtest	orderlabtest.com	White label — one-time drug tests + a la carte services	1 4