Help & Instructions
Quick Start
- Log in as an admin.
- Create customers and drivers in Maintenance.
- Create orders and assign drivers.
- Use Driver Portal to complete jobs and capture signatures.
- Use Reports for KPI views and saved report templates.
Interactive Guide
Dashboard
Use date filters and quick ranges to view KPI trends and movement summaries.
Tip: Click rows in Outstanding by Order to jump to Return to Stock.
Maintenance (Customers, Drivers, Users)
Maintain master records and account access.
Only admins can access this area and create admin users.
Reports
Run ad-hoc metrics or save reusable reports with private/public visibility.
Saved reports can be edited or removed by their owner.
Need Support?
For data issues, capture the action and timestamp and share with your admin team.