Setup

SetupyourcompanyinRouptimize

Create the operating structure your team needs before importing orders or dispatching drivers.

20-30 minutesAdminset up Rouptimize company

Scenario

A new delivery team is preparing Rouptimize before importing orders or dispatching drivers.

What you will do

Confirm company access.
Create a branch.
Add one depot.
Add a web user or dispatcher.
Add one vehicle with capacity and skills.
Add one driver.
Generate a mobile invite code.

Before you start

Admin access to Rouptimize
Company name and operating address
Branch and depot address
Vehicle details
Driver name and phone details

Example inputs

Branch and depot names for the operating location.
One active vehicle with capacity and working hours.
One driver with a valid mobile phone number.

Steps

01

Sign in to the web panel.

Complete this step before moving to the next workflow state.

02

Open company or admin settings.

Complete this step before moving to the next workflow state.

03

Confirm company profile and verification status.

Complete this step before moving to the next workflow state.

04

Create a branch.

Complete this step before moving to the next workflow state.

05

Add a depot for route start or end planning.

Complete this step before moving to the next workflow state.

06

Add or review users and roles.

Complete this step before moving to the next workflow state.

07

Add a vehicle with working hours, capacity, and skills.

Complete this step before moving to the next workflow state.

08

Add a driver.

Complete this step before moving to the next workflow state.

09

Generate and share a mobile invite code.

Complete this step before moving to the next workflow state.

10

Confirm setup is ready for mission import.

Complete this step before moving to the next workflow state.

Success checklist

At least one branch exists.
At least one depot exists.
At least one active vehicle exists.
At least one driver exists.
Driver invite code is ready or used.
Dispatcher can access the branch.

Common mistakes

Vehicle is inactive, so it will not appear in planning.

Driver is created but not invited to the mobile app.

User role does not include dispatch permissions.

Depot coordinates or address are incomplete.

Ready for the next dispatch step?

Continue with import your first mission file.

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