Sequoia

Fleet Compliance Alerts

Tasks & Reminders

Timesheets

GPS-verified shift records · clock in/out · payable hours

Total Pending

—

Invoiced · Overdue · Disputed

Billed This Month

—

Collected This Month

—

Last Month Billed

—

Billed Today

$0.00

Invoiced + QB Batch

Billed This Week

$0.00

Invoiced + QB Batch

Marketing CRM

Track prospects, partners & outreach

Inbound Web Inquiries

Google & Website Leads — passenger inquiries · quote requests · online bookings

🔗 Website Form Webhook

POST to this URL from your website contact or booking form to auto-create leads in Sequoia.

Required: name, pickup, dropoff · Optional: phone, email, tripDate, tripTime, mobilityType, notes, source, leadType, companyId

Stripe Connect is active

Each company connects their own Stripe merchant account via the Company Profile → Stripe Payments section. Funds route directly to the connected account with a 1% Sequoia platform fee per transaction.

Vonage SMS is active

Driver welcome texts, ride notifications, and dispatcher alerts are sent from your configured Vonage number. Per-message cost is billed directly by Vonage.

To configure: set VONAGE_API_KEY, VONAGE_API_SECRET, and VONAGE_FROM_NUMBER in your project Secrets.

Checking API key status…

Import trip manifests from NEMT brokers — Modivcare, MTM, Veyo, and more. Each connection maps a broker's CSV export directly to Sequoia rides. No manual re-entry.

New Broker Connection

Connection Name

Type

SendGrid Email

Invoice delivery · Receipts

Company Profile

Self-service branding & identity settings for this tenant

Live Preview

SEQUOIA

NEMT Dispatch Platform

Company Identity

Company Name

Tagline

Business Address

Branding Colors

Primary Color

Secondary Color

Logo URL

Stripe Payments (Rider Charges)

Loading payment status…

Sequoia Subscription

Loading subscription status…

Paste or dictate the ride request in plain English. AI extracts the fields — you review and save.

Tip: include passenger name, date/time, pickup & drop-off, mobility, and any notes.

🎙️ Listening… tap the mic again to stop.

No AI activity yet. Try the ✨ AI Quick Add button to log your first parse.

📍 — mi one way

🔄 — mi round trip

⏰ Will-Call Return — facility will call when passenger is ready

✍️ Collect passenger signature

Time

Date

Driver

Pickup Address

Drop-off Address

Notes

✍️ Collect passenger signature

Import Passengers from CSV

Bulk upload passenger profiles from a spreadsheet

Download Sample CSV Template

Pre-formatted with all required columns + 2 example rows

Required columns

first_name last_name phone email primary_address mobility_profile notes

Grey = required · Blue = optional · Duplicates skipped by phone

Click to choose a CSV file

or drag and drop here · .csv accepted

Select a reason. It will be permanently saved to the trip record.

⚠️ Same-day cancellation — this ride is scheduled for today.

Charge cancellation fee

No communications logged yet.

Accounts Payable & Billing

AP Representative Name

AP Direct Phone

Billing Email

Billing Address (if different from facility)

Shepherd NEMT Service Agreement

Effective Date

Agreement Term

Auto-Renewal

Payment Terms

Invoice Frequency

Agreement Document (PDF or Word — max 10 MB)

Internal Notes

📷 Upload license photo

Leave New Password empty if you do not wish to change it.

Full Name

Van / Vehicle (optional)

Share this with the employee — they can log in immediately.

or confirm paid anyway ↑

🧠 Sequoia IQ

Optimize Schedule

Tap an emoji or upload a photo

Rides they send will show this facility as the Referring Facility. Set Who Pays to Self-Pay or Insurance at booking time — never Facility Billed.

Passenger Name

Phone Number

Pickup Address

Drop-off Address

Ride Date

Ride Time

Passenger / Client

—

Base Fee ($)

Per Mile ($)

Total

Base + mileage

How do you want to send this?

Choose a delivery method for the invoice

Send Payment Link

Share a secure payment link with your passenger

Passenger Name (optional)

Phone

Miles driven outside your service area to reach a pickup. Billed at the rate you set.

Welcome aboard

Complete your driver profile

Add your driver's license details so dispatch can verify you're ready to drive. You can also do this later from Settings.

License number

Date of birth

License expiration

License photo

📷 Take or upload a photo of your license

⚡ Quick Assign Ride

Sequoia Platform Admin

Shepherd NEMT

Client Name

CONTRACT RATE TABLE

Welcome to Sequoia

Let's get you set up

Step 1 of 2

Add your first driver

Create a driver account so you can start assigning rides. You can add more drivers later.

Full Name

Username

Password

Phone (optional)

Service Type	Base Load Fee ($)	Price Per Mile ($/mi)
Ambulatory
Wheelchair
Stretcher
Discharge-Only (One-Way)

Physical Requirements
Bariatric Fee
Equipment Use Charge
Medical Needs
O₂ (2–4L)
O₂ (5–10L)
COVID / PPE Fee
Time / Logistics
After Normal Business Hours
Holidays
Wait Time
Operational Protection
Dry Run Charge
Cancellation Fee

No clients yet

No leads yet