Scenario
A new delivery team is preparing Rouptimize before importing orders or dispatching drivers.
What you will do
Before you start
Example inputs
Steps
Sign in to the web panel.
Complete this step before moving to the next workflow state.
Open company or admin settings.
Complete this step before moving to the next workflow state.
Confirm company profile and verification status.
Complete this step before moving to the next workflow state.
Create a branch.
Complete this step before moving to the next workflow state.
Add a depot for route start or end planning.
Complete this step before moving to the next workflow state.
Add or review users and roles.
Complete this step before moving to the next workflow state.
Add a vehicle with working hours, capacity, and skills.
Complete this step before moving to the next workflow state.
Add a driver.
Complete this step before moving to the next workflow state.
Generate and share a mobile invite code.
Complete this step before moving to the next workflow state.
Confirm setup is ready for mission import.
Complete this step before moving to the next workflow state.
Success checklist
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.
Related docs
Related product pages
Ready for the next dispatch step?