Onboarding

When you first sign up, the onboarding wizard guides you through the essential setup steps.

Step 1: Business Information

Enter your business name, timezone, and contact details. These appear on invoices and customer-facing communications.

Step 2: Create Service Zones

Define the geographic areas you serve. Each zone represents a neighborhood or region where you run routes.

To create a zone:

1. Go to Zones in the sidebar
2. Click Add Zone
3. Name the zone (e.g., "North Charleston")
4. Set the boundary type (polygon, ZIP codes, or radius)
5. Draw the boundary on the map
6. Assign a default day of the week
7. Save

Step 3: Create Service Plans

Define what you offer and how much it costs.

1. Go to Service Plans in the sidebar
2. Click Add Plan
3. Set the name, frequency, and price
4. Optionally set per-bin pricing for additional bins
5. Save

Step 4: Import or Add Customers

You can add customers manually or import from a CSV file.

Manual: Go to Customers → Add Customer. Fill in their name, contact info, address, service plan, and zone.

CSV Import: Go to Migration → upload a CSV with columns for name, email, phone, address, plan, zone, and frequency.

Step 5: Review Master Routes

When you assign a customer to a zone and plan, they're automatically added to the zone's master route template. Review the templates:

1. Go to Master Routes
2. Click a template to see its stops
3. Approve any pending stops (if auto-add is disabled)
4. Optionally optimize the stop order

Step 6: Generate Routes

Enable auto-generation in Settings → Routes or manually generate routes:

1. Go to Daily Routes
2. Select a date
3. Routes appear automatically if auto-generation is enabled

You're ready to dispatch your first route.