To create a new service, navigate to the admin center.
Admin Center -> Services -> New record
This opens a new page in which you can complete all the parts.
Service Information
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:
Title
Description
Is active
Priority
Driver assignment model
Icon
Zones
Order type
Vehicle types
Teams
Dispatch threshold
Dispatch priority
Customer types
Include customers
Exclude customers
Is active
Title
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.
Description
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.
Is active
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.
Priority
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.
If two services have the same priority, for example, both set to 0, the service defined first will be displayed first.
Driver assignment model
There are two driver assignment models:
Automatic: When the Automatic model is assigned to a service, Orders are directly dispatched to drivers.
Manual: Orders will be placed in the dispatcher with a "Unassigned" status. Dispatcher users can manually assign drivers to these orders.
Zones
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.
Order type
To learn about the order types, read our other article.
Vehicle types
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.
Icon
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.
The image that is uploaded as a service icon should have the following specifications:
PNG format
Square size
Align center
An acceptable and suitable service icon example:
Teams
To learn about the team, read our other article:
Dispatch threshold
To learn about dispatch threshold, read our other article
Customer type / Include customer / Exclude customer
To manage these settings, check our other article:
Service settings
A set of delivery method settings and some features of the Customer and Driver Applications are displayed in this section as follows:
Active Delivery Methods
Enable driver photo
Is driver photo required
Enable client photo
Is surcharge active
Active Delivery Methods
You can assign one or more delivery methods to your service. Based on the delivery method type and its service points, the flow of selecting the orders' addresses and other order settings like payment methods, cash on delivery settings, proof of pickup, and proof of delivery configurations can differ.
To learn more about delivery methods and service points, check their articles.
Enable driver photo & Is driver photo required
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.
Enable client photo
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:
Is surcharge active
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.)
Client cancellation time
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:
Driver cancellation time
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:
Customer min balance
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's wallet is $10 and the Client's minimum 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's credit, the following message appears in the Customer Application when placing an order:
Guidelines
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:
Service options
To learn about service options and add them to your service, check out our other article.
ETA & delay
To learn about ETA & delay and work with these settings, check our other article.