ResourcesLearn to create resource types, understand the use of equipment types and have the ability to create them, understand and set up resource certifications if required. | ClientsLearn to create client types and understand their purpose, learn to utilize the client management screen, learn to create client accounts and understand the function of the address book. | OrdersAt the end of this module you will be able to access the order creation screen, create an order, managing pickup and delivery locations, manage service information & work items, review and/or override pricing for an order, adding legs to an order, search for orders & routes and more. |
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Route ManagementUnderstand the concept of routing, learn about route classifications, templates & instances, understand the workflow of route templates & the workflow participants and many more. | DispatchingThis lesson covers important terminology, prerequisites, & the concept of dispatching , scheduled reminders, auto dispatch rules, dispatch monitor board, distribution planner, package management and more. | Invoicing and SettlementsIn this module, you will learn how to generate invoices for clients, generate settlements for drivers and discuss the possible integration of FC with QuickBooks. |
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