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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

3:46

Create 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

2:47

Charge 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

3:10

Group 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

2:42

Create 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

2:37

Keep 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

1:50

Quote 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

1:27

Give 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

3:08

One 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

2:18

Turn 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

1:43

Pick 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

1:12

How 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

1:49

Put 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

1:04

See 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

1:50

See 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

1:59

Find 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

2:11

Where 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

1:24

Sign 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

2:29

Add a driver with what dispatch needs, invite them to the driver app, and give them a vehicle.

For: Dispatcher · 2:29 · 6 chapters