From your current setup to your first day.
Work through each stage with our implementation team, from understanding your operation to getting your people ready.
- 01
Map your operation
Your customers, depots, service areas and partner work.
A clear scope - 02
Check your setup
Rates, booking requirements, scan checks and billing permissions.
Agreed checks - 03
Trial the work
Follow familiar jobs from booking through to the invoice.
A workflow you’ve checked - 04
Prepare your team
Agree training, devices, responsibilities and a changeover date.
A plan to start
Check the jobs you already know.
Bring a few connotes and the rates you expect them to use. Include the tricky ones: a minimum charge, a surcharge, a partner leg or a customer with different billing terms.
Compare the calculated charges, then follow the booking through dispatch, delivery and invoicing. Agree who will check each part before setting a changeover date.
See how rates and pricing rules work →
Get your people and devices ready.
The change includes more than software. Get the help and equipment your team needs to use it.
Experts alongside you
Our implementation experts work through your setup, checks and changeover with you. Agree the scope and responsibilities together.
Scanners ready for work
Choose a turnkey solution with preconfigured Zebra or Honeywell scanners, or bring your own devices. We’ll confirm compatibility and configure them as part of the change.
Documentation close at hand
Use our documentation for setup, training and the questions that come up in daily work.
Know what needs to be ready.
Agree who will prepare each part and how it will be checked.
Your data and settings
- Customers, addresses, depots and service areas.
- Rate cards, fuel levies and pricing exceptions.
- Billing terms and accounting contacts.
Work with your implementation expert to confirm supported imports, prepare the data and check it before the move.
Your people and first day
- Users, permissions and field devices.
- Training and documentation for the office, depot and drivers.
- The work to start with and who will review it.
Agree how outstanding jobs and invoices will be handled, and how your team will get help during the changeover.