Add A New Service

To create a new service, navigate to the Admin Dashboard > Services > List > New Record. This opens a new page in which you can complete the parts.

ℹ️ Service Information

Service Information includes basic information that introduces the service and distinguishes it from other services. This information represents the service and usually, customers can see the function of the service by looking at it. Information that falls into this category includes the following:

Title

Is the name or main title of the service. This title should be such that it introduces the service. Some examples for the service title: Box, Doc, Gift, Food.

Description

The Description along with the Title helps to better introduce the service. For example, one of the service descriptions can be as follows: Shopping for you.

Priority

The numeric value of the Priority field specifies the position of the service where the list of services is displayed. The reason for such a Priority in the service data is that you may want to change the order in which services are displayed to customers. The value that the Priority accepts is from the natural numbers with zero {0, 1, 2, 3, ...}. The number 0 has the highest priority and any service whose priority is the number 0 is displayed upper than the others. The next priorities are the numbers 1, 2, 3, ..., n respectively.

Note: If the priority of two services is the same, for example, 0 is selected for two services, a service that is defined earlier is displayed first.

Driver Assignment Model

There are two driver assignment models:

  1. Automatic: When the Automatic model is designated for a service, Customer orders will be directly dispatched to drivers.

  2. Manual: Orders created by customers will be placed in the dispatcher with Pending status. Dispatcher users can set drivers to them manually.

Zones

Zones are areas where your business provides services. In the service information, you can specify in which zones the defined service will be active. These zones must be pre-defined in the zones section so that a list of them can be seen here. For example, if you defined two zones in the zone settings, you can see the list of them in the zones field of Service Information and add them to the service. The service will be shown in these zones.

Icon

The Icon is an image of the service that usually matches the title and description, and by looking at it, you can understand the type of service. In the definition of each service, an icon can be uploaded to display along with other service information.

Note: The image that is uploaded as a service icon should have the following specifications:

  • PNG Format.

  • Square Size.

  • Align Center.

An acceptable and suitable service icon example:

Customer types

There are two types of customers in the software that in the customer register step can be selected. In the configuration process of a service, you can select which types of customers can use the service. There are two choices and you can select one or both:

  1. Individual Customer

  2. Business Customer

Include Customers

A service can be defined for all customers you have or just for a specific individual or business. This is a great ability to customize services. If you want to provide a service for all your customers, choose the All option. Otherwise, type the name of customers and add them.

Exclude customers

It's possible to ignore specific customers from using a service. It's possible to ignore specific customers from using a service. To exclude them, search their name and add them to the Exclude Customers. The defined service will not be shown to them.

β€‹πŸ› οΈ Service Setting

A set of POD (Proof Of Delivery) settings and some features of the Customer and Driver Applications are displayed in this section as follows:

Enable POD

If this field is enabled, proof of delivery is enabled for all orders related to this service and the driver can see the proof of delivery features in the Driver Application when completing the order. The photo below shows the Driver Application which, if POD is enabled, displays the Complete button for each Dropoff:​​

Is POD Description Required

On the POD page in the Driver Application, it is possible for the driver to write down a note. The value of the "Is POD Description Required" field can determine whether writing this note by the driver is mandatory or optional. If this field is enabled, writing this note will be mandatory for the driver and he/she will not be able to complete the POD process without writing a note. In the following photos of the Driver Application, photo 1 shows the POD page when the "Is POD Description Required" field becomes disabled and photo 2 shows the POD page when this field becomes enabled.​​​​

Is POD Photo Required

One of the things a driver can do to proof of delivery on the POD page in the Driver Application is to take a photo. Taking a photo using the "Is POD Photo Required" field can be mandatory for the driver. If this field is enabled, the driver will not be able to complete the POD until he/she has taken a photo. In the following photos of the Driver Application, photo 1 shows the POD page when the "Is POD Photo Required" field becomes disabled and photo 2 shows the POD page when this field becomes enabled:​​

Is POD Signature Required

The signature, like notes and photos, is one of the methods of proof of delivery, which is on the POD page of the Driver App. If the "Is POD Signature Required" field is active, it is mandatory for the driver to obtain a signature during the POD process. In the following photos of the Driver Application, photo 1 shows the POD page when the "Is POD Signature Required" field becomes disabled and photo 2 shows the POD page when this field becomes enabled:​​Write a caption​​

Enable Driver Photo & Is Driver Photo Required

There is a possibility in the software that the driver can take a photo at the Pickup. This photo is usually taken when the driver picks up a package to deliver it to the Dropoff. This photo can be used to make orders more documented. This dynamic feature is optional in default and if you want to make it mandatory, you should change the "Is Driver Photo Required" field to enabled.​

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Enable Client Photo

Customers like drivers can take a photo at the time of Pickup using the Customer Application. But this feature would be accessible for them if you enable this field. If this field is enabled, in the Customer Application as shown in the figure below, an image icon is displayed that the customer can click to upload the image of their package:​​​​

Is Surcharge Active

The Surcharge is a possibility in the Driver Application that provides more flexibility in the order pricing system. This feature allows drivers to change the price of an order during the order process. The surcharge feature might be needed when an unexpected cost is added to the order price. For example, the toll of a highway. You can enable or disable surcharges using the "Is Surcharge Active" field. If you enable it, a β€‹βž•button will be shown in the Driver Application (figure 1) and the driver can add a surcharge based on pre-defined surcharges (figure 2).​​​

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Is Address Details Active

At the ordering process, the Pickup and Dropoff address will be selected in 2 steps:

  1. Selecting the address by searching or pinning it on the map.

  2. Entering details of the address.

Step1 is mandatory but on the contrary, step2 is optional which can be seen by customers or not based on your config for the "Is Address Details Active" field. If you enable it, customers see the pages related to step2. If this field is disabled, as it's shown in the figures below, the Pickup and Dropoff details pages are skipped in the registering order process in the Customer Applications. (Customers don't see these steps):​​​

Is Cash By Sender Active

This payment method is displayed in the customer app as Cash. If this payment method is enabled for the relevant service, it will be displayed and selectable in the list of payment methods when the order is registered. For example, in the image below, which is related to the list of payment methods in the customer application, the Cash is displayed and the customer can select it.​​​

Enable Receiver Cash

This payment method is displayed in the customer app as by Receiver. If this payment method is enabled, it will be displayed and the customer can select it. This payment method is usually activated in delivery services, and when is selected, the recipient pays in cash.​​​

If these payment methods are disabled for a service, they will not be displayed in the list of payment methods for orders related to that service and the result will be as follows:​

Is Active

The value of this field indicates whether the service is currently active or not. If the service is active, it is displayed and usable. If you deactivate the service, the service will be out of access for customers.

⏳ Schedule Setting

On-demand scheduled orders have settings that can be set in the service. These settings are as follows:

Enable Scheduling

This can be used to determine whether it is possible to place a scheduled order for the service or not. If activated, applications can register this type of order. For example, when scheduling is enabled, the Schedule button is shown to the customer:

Enable Dropoff Scheduling

At the service level, it is possible to enable or disable scheduling for Dropoffs. If Dropoff Scheduling is enabled, applications can specify the time for each Dropoff. Otherwise, this possibility will not be displayed. For example, if this feature is enabled, the following is displayed in the Customer Applications:

Enable Pickup Now

When Pickup Now is enabled, a button is shown on the scheduling page which allows customers to place the present time instead of choosing a specific time. This button is shown as follows:

Schedule Date Range & Schedule Date Step

Schedule Date Range is a time interval in minutes that consists of two parts:

  • Schedule Date Range (After)

  • Schedule Date Range (Before)

Schedule Date Range (After) specifies the start of time intervals.

StartOfTimeIntervals=PresentTime+ScheduleDateRange(After)Start Of Time Intervals=Present Time + Schedule Date Range (After)

Schedule Date Range (Before) specifies the end of time intervals.

EndOfTimeIntervals=PresentTime+ScheduleDateRange(Before)End Of Time Intervals= Present Time + Schedule Date Range (Before)

Schedule Date Step (in minutes) specifies time intervals.

Example: If you want to set the calendar such that the customers can select 30 minutes time intervals from 1 hour after the registering order time until 72 hours later, you should set the fields like below:

Schedule Date Range (After) = 60 Schedule Date Range (Before) = 4320 Schedule Date Step = 30

Note: In the example above, the Schedule Date Range (Before) was calculated as follows: Schedule Date Range (Before) = 72 (hours) * 60 (minutes) = 4320

The result is displayed in the Customer Application as follows: Note: The screenshot below is taken on Friday - 17:25

Client Cancellation Time

When customers register a scheduled order, they are allowed to cancel it for a certain period of time. This time is specified through this field. Client Cancellation Time is in minutes and is compared to the time specified for the Pickup.

Example: If Client Cancellation Time is set to 20 minutes, when a customer registers a scheduled order, the order can be canceled by the customer up to 20 minutes before the time of Pickup.

If the Client Cancellation Time passes, the following message is displayed in the Customer Application when canceling the order:

Driver Cancellation Time

When drivers accept a scheduled order, they can cancel it for a certain amount of time. This time is specified by this field. Driver Cancellation Time is in minutes and is compared to the time specified for the Pickup.

Example: If Driver Cancellation Time is set to 30 minutes, when a driver accepts a scheduled order, the order can be canceled by the driver up to 30 minutes before the time of Pickup.

If the Driver Cancellation Time passes, the following message is displayed in the Driver Application when canceling the order:

Customer Min Balance

The value of this field is compared with the credit of the customer's wallet. If the credit of the customer's wallet is not less than the value of this field, the customer can place a scheduled order.

Example: If the balance of a customer wallet is $10 and the Client Min Credit for the service is considered $15, the customer can not place a scheduled order.

If the credit of the customer's wallet is lower than the Client Min Credit, the following message appears in the Customer Application when placing an order:

Guidelines

Guidelines are considered as a guide to using scheduled orders and displayed to customers in Customer Applications. For example, if we set the following value: 1. select your Pickup time 2. Select your Dropoff time 3. Place your order. It is shown in the Android Customer Application as follows:

βš™οΈ Service Options

Service Options are usually additional and optional services that are provided alongside the original service. For example, if the service provided is the delivery of documents, one of the options of this service can be important documents, and if the customers want to send a package containing important documents, they can select this option and you can consider an additional fee for this option. When a service has options, in the Customer Applications, after selecting the type of service, the options are displayed as follows:

πŸ’² Surcharges

If a surcharge already defined in the surcharges section is added to the service and is activated for use in the Driver Application, the driver can select from the list of surcharges with a specific price for them (up to the specified maximum price for the surcharge). After the drivers select an option from the list of surcharges, they can save it after filling in the information to change the order price:

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