Goal
Give new users the shortest path from account access to a completed dispatch loop.
Who it is for
Company admins, dispatch managers, and operations leads.
Expected result
Your team understands the full dispatch loop and knows which detailed docs to read next.
Prerequisites
Steps
01
Start with company access
Sign in, confirm company access, and make sure the first admin can reach the web panel.
02
Create the operating structure
Add branches, depots, users, roles, vehicles, drivers, and driver invites before planning routes.
03
Run the first dispatch loop
Create or import missions, optimize routes, assign drivers and vehicles, dispatch to mobile, monitor active work, verify proof codes, and review reports.
04
Understand credits and support
Review scheduled order credits, purchase history, insufficient-credit states, and support ticket access.
Field definitions
Troubleshooting
Company is not verified yet.
No branch or vehicle is available for route planning.
Driver has not registered from an invite code.
Credits are insufficient for scheduling orders.
Screenshots to capture
Use anonymized product data. These are screenshot requirements for the final docs pass.
docs-getting-started-login.png
Rouptimize login or start screen.
docs-getting-started-dashboard.png
Dashboard after company setup.
docs-getting-started-workflow-map.png
Workflow map from setup to reporting.
docs-getting-started-distributions.png
Distributions map with missions and routes visible.
Related product pages
Related tutorials
Need to try it with your own route data?