Your eight-step setup
Fleetics walks you through eight steps, from your settings to a test order delivered in the Rider app. Do them in order. Each step has its own page in this section with the instructions.
- The setup guide opens by itself the first time you sign in as the company’s owner. You need the Settings › Run setup guide permission to see it. The Admin role has it.
- Progress belongs to your company. A step that one admin finishes is done for everyone.
Open the guide and read a step
The guide shows one step at a time, with a short video, what you need and how long it takes.
- The step. “Step N of 8”, its title and what it is for. The guide shows one step at a time.
- What you need and how long. What to have ready, and the minutes the step takes.
- Still needed. When a step is not finished, it lists what is still missing, so you know why it is not ticked.
- The progress dots. Done, current and skipped steps.
- Back, Skip and Next. Skip only moves past a step. A skipped step still counts as not done.
- Set this up opens the step’s page and tucks the guide away.
- I don’t use hubs. Only on the Hubs step. It marks the step done for a company that does not use hubs.
Do the step
Press Set this up. The page for that step opens and the guide tucks itself into the header. When you finish what the page needs, the step is ticked by itself. There is nothing to tick.
- The Setup chip. When you close or tuck away the guide, it becomes a chip in the header next to Create Order, with a progress ring. Hover to see the next step. Click it to reopen the guide on the next unfinished step.
- The profile menu. It also lists Setup guide, with how many steps are done, until setup is finished.
- Continue setup. When a step gets done while the guide is tucked away, a message names the step and the next one. Continue setup reopens the guide on it.
The eight steps
| Step | What you do | It is done when |
|---|---|---|
| 1 · Configure your operations | Review your Settings. Recommended, but not needed for an order. | You press “I’ve reviewed my settings” |
| 2 · Zones | Switch on the cities you deliver to. | At least one served city with a served zone |
| 3 · Hubs | Add your hubs and the zones each one serves. Optional. | One hub with its zones, or “I don’t use hubs” |
| 4 · Services and cut-offs | Create the services you offer. | One active service with a cut-off |
| 5 · Package rules | Set your prices. | One active package rule |
| 6 · Drivers | Add a vehicle type and a driver with a login. | A vehicle type and one driver with a login |
| 7 · Customers | Add a merchant with a pickup location. | One merchant with a pickup location |
| 8 · Your first test order | Create an order and deliver it in the Rider app. | An order is delivered in the Rider app |
Skip a step, or come back later
Skip only moves you past a step. A skipped step still counts as not done. Until setup is finished, Create Order shows “Complete the setup” and lists what is missing.
Finish
When all eight steps are done, the guide shows a finish screen and disappears for everyone.
Screens are simplified drawings with sample data. Your portal may look a little different, but the names and steps are the same.
Common questions
The guide disappeared. How do I get it back?
Click the Setup chip in the header, or open your profile menu and choose Setup guide. It is there until setup is finished.
I do not see the guide at all.
You need the Settings › Run setup guide permission. Ask your admin.
Can I do the steps in another order?
Yes, but a test order needs all of them, so do them in order unless you know what you are doing.
A step is not ticked, but I did it.
Open the step in the guide. Under Still needed it lists what is missing.