1
Sign in to the web panel.
Sign in to the web panel.
Setup
Set up your company in Rouptimize
Create the operating structure your team needs before importing orders or dispatching drivers.
A new delivery team is preparing Rouptimize before importing orders or dispatching drivers.
Difficulty: Admin
Time: 20-30 minutes
Steps
2
Open company or admin settings.
Open company or admin settings.
3
Confirm company profile and verification status.
Confirm company profile and verification status.
4
Create a branch.
Create a branch.
5
Add a depot for route start or end planning.
Add a depot for route start or end planning.
6
Add or review users and roles.
Add or review users and roles.
7
Add a vehicle with working hours, capacity, and skills.
Add a vehicle with working hours, capacity, and skills.
8
Add a driver.
Add a driver.
9
Generate and share a mobile invite code.
Generate and share a mobile invite code.
10
Confirm setup is ready for mission import.
Confirm setup is ready for mission import.
Prerequisites
Admin access to Rouptimize
Admin access to Rouptimize
Company name and operating address
Company name and operating address
Branch and depot address
Branch and depot address
Vehicle details
Vehicle details
Driver name and phone details
Driver name and phone details
Common mistakes
Vehicle is inactive, so it will not appear in planning.
Vehicle is inactive, so it will not appear in planning.
Driver is created but not invited to the mobile app.
Driver is created but not invited to the mobile app.
User role does not include dispatch permissions.
User role does not include dispatch permissions.
Depot coordinates or address are incomplete.
Depot coordinates or address are incomplete.
What you will do
Confirm company access.
Confirm company access.
Create a branch.
Create a branch.
Add one depot.
Add one depot.
Add a web user or dispatcher.
Add a web user or dispatcher.
Add one vehicle with capacity and skills.
Add one vehicle with capacity and skills.
Add one driver.
Add one driver.
Generate a mobile invite code.
Generate a mobile invite code.
Related links
Docs
Register and verify company
Docs
Set up branches and depots
Docs
Manage users, roles, and permissions
Docs
Add vehicles, capacities, and skills
Docs
Invite drivers to mobile app
Feature
Admin and security
Feature
Fleet management
Feature
Driver mobile app
Track each step in your next run
Start with the current Rouptimize workflow and bring your dispatch, drivers, proof, and reporting into one operating system.