Team

Team Member's Custom Capacity Settings

We can enable capacity settings if we need to restrict how many stops to be assigned for our team member. This will allow us to specify the capacity of our team member and also each of our stops load…

Filbert Nicholas
Updated 2 months ago by Filbert Nicholas

Create Client Id and Client Secret

In order to generate client id and client secret, you will need to : Go to team settings. Click Apps tab. Click plus (+) sign beside apps tab. Save your client secret somewhere and click confirm. A n…

Filbert Nicholas
Updated 7 months ago by Filbert Nicholas

SMS Notification Set Up

To set up SMS notification, go to team settings, and click SMS settings. We will need Twilio account to send SMS notification. Assuming we already signed up and have Twilio account and go to our Twil…

Filbert Nicholas
Updated 9 months ago by Filbert Nicholas

Handle Stops Which Requires Certain Skill Set

In a condition where you will need to handle several stops which requires different skillset, we can easily assign those skillset to the correct driver. Add skills in team settings. Create related sk…

Filbert Nicholas
Updated 10 months ago by Filbert Nicholas

Add Custom Fields

We can add additional fields in the stops/shipment/asset standard view. This will serve as additional information we might need. In order to do this, we need to go to team settings. Initial stop crea…

Filbert Nicholas
Updated 10 months ago by Filbert Nicholas

Proof of Delivery Setting

In order to have proof of delivery in our driver app, we need to enable it in the web portal team settings. There are 4 types of proof of delivery : Signature, Photos, Barcodes, and Notes. In the mob…

Filbert Nicholas
Updated 10 months ago by Filbert Nicholas

Team Member Management

1. Invites Team Member. To invite someone to join our team, simply click the button on the upper right. A pop up screen will be shown and you can send invitation with their email address. You will se…

Filbert Nicholas
Updated 10 months ago by Filbert Nicholas

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