Videos
Short walkthroughs, all captioned. Each one also sits at the top of the article it belongs to.
Pricing
Watch: Price modifiers, end to end
3:46Create a surcharge, limit when it applies, add it to a service and check the quote it gives.
For: Company admin · 3:46 · 5 chapters
Watch: Modifier groups and the order of modifiers
2:47Charge only the larger of two weight fees with a group, and see why a percentage depends on where it sits in the list.
For: Company admin · 2:47 · 4 chapters
Watch: Zones and zone tables
3:10Group postal codes into zones, price each pickup → delivery lane in a zone table, and decide what happens outside it.
For: Company admin · 3:10 · 4 chapters
Watch: Price sets: build a service
2:42Create a service type with its delivery promise, lane prices, always-on charges and an add-on, then quote it with and without the add-on.
For: Company admin · 2:42 · 3 chapters
Watch: Fuel surcharge from a fuel index
2:37Keep a weekly diesel price, map it to surcharge bands, and let every quote pick the band of its pickup day.
For: Company admin · 2:37 · 3 chapters
Watch: Test a quote in Price testing
1:50Quote any service with sample inputs, check a pickup day and time, re-price a real order and compare two services side by side.
For: Company admin · 1:50 · 3 chapters
Watch: Price one customer differently
1:27Give a customer a discount, see which services they can order, and check their quote with every line.
For: Company admin · 1:27 · 5 chapters
Orders
Watch: A multi-stop job
3:08One pickup, several drops and a return leg on one order: how to enter it, how it is priced and how the driver works through it.
For: Dispatcher · 3:08 · 6 chapters
Watch: Recurring orders
2:18Turn an order into a schedule, see the dates before they happen, handle exceptions, and pause without losing the pattern.
For: Dispatcher · 2:18 · 7 chapters
Watch: Create an order
1:43Pick the customer, the route and what is moved, compare the services by price and delivery time, and create the order.
For: Dispatcher · 1:43 · 6 chapters
Watch: Place an order in the customer portal
1:12How your customers sign in, say where it goes and what they send, pick a service with its price, and track the order.
For: Customer portal · 1:12 · 5 chapters
Routes & dispatch
Watch: Plan a route, with or without a depot
1:49Put the day’s orders on a vehicle, let the planner order the stops, fine-tune them, and decide whether the route ends back at the depot.
For: Dispatcher · 1:49 · 6 chapters
Watch: The live map
1:04See the fleet at a glance, find the vehicle that needs attention, and read its next stop, ETA and delay.
For: Dispatcher · 1:04 · 4 chapters
Invoices & payments
Watch: Cash on delivery: collect, receive, reconcile
1:50See who holds COD cash and for how long, receive it from a driver, and settle a shortfall without losing the trail.
For: Finance · 1:50 · 4 chapters
Watch: From delivered orders to a paid invoice
1:59Find work you have not billed, build and check the invoice, send it, and record a part payment.
For: Finance · 1:59 · 4 chapters
Driver & staff pay
Watch: Paying your drivers: a pay period
2:11Where pay comes from, how a week becomes statements, and how to review, adjust, approve and record the payment.
For: Finance · 2:11 · 5 chapters
Getting started
Watch: Sign in and find your way around
1:24Sign in, read the sidebar, search anything with the command palette, and find help on every page.
For: Company admin · 1:24 · 6 chapters
Drivers & vehicles
Watch: Add a driver and a vehicle
2:29Add a driver with what dispatch needs, invite them to the driver app, and give them a vehicle.
For: Dispatcher · 2:29 · 6 chapters