8Move
8Move
/Products Guide/
Fleet Planner
Platform

Support & Onboarding

Most clients are live within one week. Guided onboarding for 90% of clients, self-service option for the rest.

Getting Started

handshake

Integration Phase (90% of clients)

Guided onboarding with data migration, dispatcher training, zone/slot configuration, print form setup, and process consulting.

rocket_launch

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

© 2026 Trident Software Sàrl — Sion, Switzerland