Setting up your services is one of the first steps to getting the platform ready for operations. It defines how your business handles orders, pricing, and availability.
In this guide, we’ll walk you through creating and setting up your services.
To create a new service, navigate to the admin center and follow the path below:
Admin Center -> Settings -> Operation Setup -> Services -> New (button)
Basic Information
This section includes the key details that define how your service works and how it appears to users. These settings help differentiate the service, control its behavior, and give both your team and customers a clear understanding of what it offers.
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
This setting determines whether the service is active and visible to customers. When enabled, the service will appear in the services list and can be used to place orders. When disabled, it will be hidden and unavailable for ordering.
Priority
This setting controls the order in which services are shown to customers. Services with a lower number appear first in the list. 0 is the highest priority and will be shown at the top, followed by 1, 2, 3, and so on. This helps you decide how services are arranged and displayed.
If two services have the same priority, for example, both set to 0, the service defined first will be displayed first.
Driver assignment model
This setting defines how orders are dispatched (assigned) to drivers.
There are two driver assignment models:
Automatic: Orders are automatically dispatched to available drivers as soon as they are created.
Manual: Orders will be placed in the dispatcher with a "Unassigned" status. Dispatcher users must manually assign drivers to these orders.
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:
Configuration
This section defines how the service works in practice. Here you can set the order type, choose the zones where the service is available, and specify which vehicle types and teams are allowed to handle orders. It also includes dispatch settings such as timing and priority, helping you control how and when orders are assigned.
Order type
This setting defines the type of orders that the service will handle. Available options include: On-demand, Pickup only, Delivery only, and Pickup & Delivery(P&D).
To learn about the order types, read this article.
Zones
Zones define the geographical areas where this service is available. In this field, you can select which zones the service will operate in. For example, if you’ve set up multiple zones, you can simply select one or more of them to make this service active within those areas.
Note: Only zones that have already been created in the zone settings can be chosen here. To learn how to create a zone, please refer to this article.
If you want the service to be available in all zones, simply check the checkbox on the left side of the field.
To enable a service in some zones, check this article.
Vehicle types
This setting defines which vehicles are allowed to handle orders for this service. Only the selected vehicle types will be used when assigning or completing deliveries.
To learn how to create a new vehicle type, read this guide.
Only the selected vehicles will be shown to customers when placing orders and used for fulfilling them.
Teams
This setting defines which driver teams can handle orders for this service. Teams are groups of drivers organized based on zones, helping ensure that orders are assigned to the right drivers in the right areas.
To learn about how to create new teams, read this article.
Dispatch threshold
This setting defines when a scheduled order should start being dispatched. It determines how many minutes before the scheduled time the system begins the dispatch process, so drivers can be assigned and the order can be prepared on time.
To learn more about the dispatch threshold, read our other article
Dispatch Priority
This setting defines the priority level for orders within this service. It accepts a value of 0 or higher. A lower number means higher priority, and 0 is the highest priority, so orders from this service will be dispatched before others with higher values.
Customer Filter
This section allows you to control which customers can see and use this service.
You can target customers based on their type (individual or business) and also include or exclude them using customer tags.
To learn more about this, please refer to this article.
Active Delivery Methods
A Delivery Method defines how an order is carried out within a service. It sets the rules for the delivery process, the information collected at pickup and dropoff, payment options, proof of pickup and delivery (POP/POD), and scheduling settings.
A service must have at least one Delivery Method assigned to it before it can accept or process orders.
If you don’t have a Delivery Method yet, you can create one by clicking the New Delivery Method button at the top of the section and following the steps in this article.
You can assign multiple delivery methods to a service so customers have different options when placing an order.
Scheduling Settings
Scheduling is configured at the Delivery Method level, not the service level. To enable scheduling for this service and configure it, you need to edit the corresponding Delivery Method assigned to it.
To learn how to enable and customize scheduling settings, you can read this article.
Service settings
This section includes additional options that control how the service behaves.
Is surcharge active
This setting enables an extra fee (surcharge) to be added on top of the order price when this service is used.
To learn how to set surcharges, refer to this guide.
Is reference ID active
This setting enables a reference ID field for orders, allowing you to attach a reference ID to each order for tracking or internal use.
Service Photo Settings
Enable driver photo & Is driver photo required
There is an option in the app that allows drivers to upload a photo from the service section. This photo is visible to the customer and is not linked to pickup or delivery steps. It works independently.
This feature is optional by default, but if you want to make it mandatory, you can enable the "Is Driver Photo Required" field.
To learn more about this feature, check out our other article.
Enable client photo
Customers, like drivers, can take a photo at pickup using the Customer Application. This feature becomes available only when this field is enabled. Once enabled, an image icon appears in the Customer Application, allowing customers to click it and upload a photo of their package, as shown in the figure below.
The uploaded photo will also be visible in the Driver Application.
ETA & delay
In this section, you can configure the expected time between each stage of the order process, along with acceptable delays. These settings define how long an order should take as it moves from one status to another, helping you monitor performance and quickly spot any delays.
To learn about how to set ETA & delay and work with these settings, check our other article.
Service options
This section allows you to add custom options to the service. These options help you collect extra information from customers and can also be used to influence pricing based on what is selected.
To learn about service options and add them to your service, check out our other article.