Hi and welcome! This guide will help you step by step to set up everything you need to start your operations.
☑️Step 1: Set Up Your Zones
A Zone is a geographical area where your services are operational. You can have a single zone or divide your region into multiple parts. This division enables you to manage your services and business within distinct operational areas separately or altogether.
To learn how to set up your zones, read this article:
☑️Step 2: Set Up Your Vehicle Types
Now it's time to set up your vehicle types. This lets the system know what kinds of vehicles you use so it can assign orders and calculate prices correctly.
To learn how to set up your vehicle types, read this article:
If you want to add options for your vehicle type, read this article:
☑️Step 3: Set Up Your Driver Teams
You can organise drivers into groups called “Teams” based on your zones. This way, each team will be responsible for handling orders within specific zones.
To learn how to create a team, read this article:
☑️Step 4: Configure Your Drivers’ Working Types
Driver working types define how financial interactions between drivers and the company are structured and displayed.
To learn how to set up a working type, read this article:
☑️Step 5: Set Up Your Services
You can now start setting up your services.
To learn how to set up your services, read these articles:
To set up a delivery method, which is used to configure POD and POP, payment methods, schedule settings, and more, please read this article:
Each service can have multiple delivery methods that customers can choose from when placing an order.
If you want to add options for your services, read this article:
☑️Step 6: Configure Your Pricing & Rates
It’s time to set up your pricing! You can define different pricing models in the system based on your strategy. You can use all of them, combine them, or use only some of them, such as:
📌Flat Rate Pricing – can be applied per vehicle type and per service.
📌Set pricing for your vehicle type and service options
📌Distance-based (per km/mile) and Duration-based - can be applied per vehicle type and per service
📌If your pricing structure is zone-based, you can set up fares specific to each zone.
📌Set up surcharges for your services.
📌Set up fares for each additional drop-off in multi-drop-off orders.
📌Set different pricing for special days, peak hours, or certain customers
Learn How to Apply Different Pricing for Certain Hours, Days, or Customers
☑️Step 7: Integrations
To enable the payment gateway, SMS gateway, Email service, etc, in the system, you need to set up the proper integrations in the settings and select from the available options by going to Admin Center -> Settings -> Integration.
Map integration is set up by default, so no action is needed on your part.
Only one option can be active for each integration at a time.
The three most important integrations to start with are:
1. Payment gateway:
To allow your customers to pay via credit card or wallet, you need to integrate a payment gateway.
One of the most popular options is Stripe. Read the article below to learn how to enable it:
2. SMS gateway:
To send SMS notifications to your customers or drivers, you need to integrate with one of the available SMS providers.
One of the popular options is Twilio. Read the article below to learn how to enable it:
3. Email Service:
To send Email notifications to your customers or drivers, you need to integrate with one of the available Email service providers.
One of the popular options is Gmail. Read the article below to learn how to enable it:
☑️Step 8: Communications
Setting up your communications (automated messages) is an important step to keep your customers and drivers informed.
Read this article to learn how to configure automated notifications for various events, such as new orders and updates, ensuring everyone stays up to date:
With all the steps completed, you're ready to go! There are still plenty of settings and customization options you can explore, but the main steps to get your system up and running have been completed.
Visit our Help Center to learn more about other settings and options.