To create a new service, navigate to the admin center.

This opens a new page in which you can complete all the parts.

Service Information includes basic information that introduces and distinguishes the service from other services. This information represents the service; usually, customers can see the function of the service by looking at it. Information that falls into this category includes the following:

This is the name or main title of the service. This title should introduce the service. Here are some examples of service titles: Box, Doc, Gift, and Food.

The description, when combined with the title, provides a better introduction to the service. For example, a service description could be: "Personal shopping service" or anything else.

The value of this field indicates whether the service is currently active or not. If the service is active, it is displayed and usable by the customers. Deactivating the service will make it inaccessible to customers.

The numeric value of the Priority field specifies the position of the service in the list of available services. The purpose of this priority data is to allow you to change the order in which services are displayed to customers. The Priority value should be a non-negative integer, including zero (0), which has the highest priority. Services with a priority of 0 are displayed above others. Subsequent priorities include the numbers 1, 2, 3, and so on.

There are two driver assignment models:

Zones are geographical areas where your business provides services. In the service information, you can specify in which zones the defined service will be active. These zones must be pre-defined in the zone settings so that you can select them here. For example, if you've defined two zones in the zone settings, you can choose them from the "Zones" field in the Service Information section and assign the service to these zones.

To enable a service in some zones, check this article.

To learn about the order types, read our other article.

One or more vehicle types can be assigned to each service. These are the vehicle types that have been created before in the system and here is the article.

The icon is an image representing the service, typically matching the title and description. By looking at the icon, customers can quickly understand the type of service. You can upload an icon for each service to display alongside other service information.

To learn about the team, read our other article:

To learn about dispatch threshold, read our other article:

To manage these settings, check our other article:

A set of POD (Proof of delivery) settings and some features of the Customer and Driver Applications are displayed in this section as follows:

If this field is enabled, proof of delivery is enabled for all orders related to this service and the driver can see the proof of delivery features in the Driver Application when completing the order. The photo below shows the Driver Application which, if POD is enabled, displays the "Complete" button for each Dropoff.

To learn more about POD, check our other article.

There is a possibility in the software that the driver can take a photo at the Pickup. This photo is usually taken when the driver picks up a package to deliver it to the Dropoff. This photo can be used to make orders more documented. This dynamic feature is optional in default and if you want to make it mandatory, you should change the "Is Driver Photo Required" field to enabled.​

To learn more about this feature, check out our other article.

Customers like drivers can take a photo at the time of Pickup using the Customer Application. But this feature would be accessible for them if you enable this field. If this field is enabled, in the Customer Application as shown in the figure below, an image icon is displayed that the customer can click to upload the image of their package:​​​​

The Surcharge is a possibility in the Driver Application that provides more flexibility in the order pricing system. This feature allows drivers to change the price of an order during the order process. The surcharge feature might be needed when an unexpected cost is added to the order price. For example, the toll on a highway. You can enable or disable surcharges using the "Is Surcharge Active" field. If you enable it, a ​➕ button will be shown in the Driver Application (the left image) and the driver can add a surcharge based on pre-defined surcharges (the image on the right.)​​​

At the ordering process, the pickup and dropoff address will be selected in 2 steps:

The visibility of address details in the pickup and dropoff point to customers depends on your configuration for the 'Is address details active' field. If this field is enabled, as shown in the figures below, the pickup and dropoff details pages are shown to the customers.

To enable/disable/require the fields of this part, check our other article:

https://onrodesk.atlassian.net/servicedesk/customer/article/17006705

To learn more about these fields and manage payment methods for a service, read our other article:

On-demand scheduled orders have settings that can be set in the service. These settings are as follows:

This can be used to determine whether it is possible to place a scheduled order for the service or not. If activated, applications can register this type of order.

For example, when scheduling is enabled, the Schedule button is shown to the customer:

At the service level, it is possible to enable or disable scheduling for Dropoffs. If Dropoff Scheduling is enabled, applications can specify the time for each Dropoff. Otherwise, this possibility will not be displayed. For example, if this feature is enabled, the following is displayed in the Customer Applications:

When Pickup Now is enabled, a button is shown on the scheduling page which allows customers to place the present time instead of choosing a specific time. This button is shown as follows:

Schedule Date Range is a time interval in minutes that consists of two parts:

Schedule Date Range (After) specifies the start of time intervals.

Schedule Date Range (Before) specifies the end of time intervals.

Schedule Date Step (in minutes) specifies time intervals.

Example: If you want to set the calendar such that the customers can select 30-minute time intervals from 1 hour after the registering order time until 72 hours later, you should set the fields like below:

Schedule Date Range (After) = 60

Schedule Date Range (Before) = 4320

Schedule Date Step = 30

The result is displayed in the Customer Application as follows:

When customers register a scheduled order, they are allowed to cancel it for a certain period of time. This time is specified through this field. Client Cancellation Time is in minutes and is compared to the time specified for the Pickup.

Example: If Client Cancellation Time is set to 20 minutes, when a customer registers a scheduled order, the order can be canceled by the customer up to 20 minutes before the time of Pickup.

If the Client Cancellation Time passes, the following message is displayed in the Customer Application when canceling the order:

When drivers accept a scheduled order, they can cancel it for a certain amount of time. This time is specified by this field. Driver Cancellation Time is in minutes and is compared to the time specified for the Pickup.

Example: If Driver Cancellation Time is set to 30 minutes, when a driver accepts a scheduled order, the order can be canceled by the driver up to 30 minutes before the time of Pickup.

If the Driver Cancellation Time passes, the following message is displayed in the Driver Application when canceling the order:

The value of this field is compared with the credit of the customer's wallet. If the credit of the customer's wallet is not less than the value of this field, the customer can place a scheduled order.

Example: If the balance of a customer wallet is $10 and the Client Min Credit for the service is considered $15, the customer can not place a scheduled order.

If the credit of the customer's wallet is lower than the Client Min Credit, the following message appears in the Customer Application when placing an order:

Guidelines are considered as a guide to using scheduled orders and displayed to customers in Customer Applications. For example, if we set the following value:

1. select your Pickup time 2. Select your Dropoff time 3. Place your order.

It is shown in the Android Customer Application as follows:

To learn about service options and add them to your service, check our other article.

To learn about ETA & delay and work with this settings, check our other article.