Fleet PlannerPlatform
Support & Onboarding
Most clients are live within one week. Guided onboarding for 90% of clients, self-service option for the rest.
Getting Started
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Integration Phase (90% of clients)
Guided onboarding with data migration, dispatcher training, zone/slot configuration, print form setup, and process consulting.
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Self-Service Onboarding
Create account, import data via CSV/Excel, define vehicles/drivers/depots, configure dispatch slots, and start planning routes.
Integration Phase — step by step
- cloud_uploadStep 1 — Data migration — import clients, products, addresses from existing systems (ERP, Excel, CSV)
- schoolStep 2 — Dispatcher training — hands-on training for route planning, optimization, and monitoring workflows
- hexagonStep 3 — Zone & slot configuration — set up delivery zones as GeoJSON polygons, configure dispatch slots
- printStep 4 — Print form setup — configure document templates for delivery notes, invoices, and labels
- lightbulbStep 5 — Consulting — process optimization and workflow recommendations based on your specific operations
Ongoing Support
- Email and chat support during business hours
- Knowledge base with guides, tutorials, and video walkthroughs
- Regular platform updates with new features and improvements
- Dedicated account manager for enterprise clients
- Custom development available for specific business requirements
Customization
Fleet Planner is configurable to match your operations and business rules:
- paletteBranding — logo, colours, app appearance
- routeWorkflows — custom status flows for routes and stops (FlowSchemas)
- hexagonZone boundaries — custom GeoJSON polygons for any geography
- scheduleDispatch schedules — flexible slot configurations with operating and exception calendars
- printPrint templates — delivery notes, invoices, labels, and reports
- tuneDispatch mode — Co-Pilot, Autopilot, or Zone-Based Auto per your preference
- fitness_centerCapacity rules — block, warn, or soft limit per your safety requirements