In this article, you will find helpful links to the support center articles you need during initial setup and basic operations.
- Quick Start Admin
- Quick Start Dispatcher
- Quick Start Driver
- Quick Start for Couriers
- Quick Start Clients
- Additional Resources
Quick Start for Onfleet Admins
Get to know the structure of Onfleet
Onfleet has multiple types of objects including admins, teams, hubs, dispatchers, drivers, and tasks. Learn more about these objects and their relationship to one another in Organization Structure.
Invite others from your organization
Segment and organize your people operations by setting up Teams and inviting Dispatchers and Drivers to your organization.
Discover Advanced Features
Enable advanced features to customize your usage of Onfleet in the Add-ons tab of your organization settings.
Tailor your customer experience
Customize and send automatic SMS messages in Communications and Notification Settings
Quick Start for Onfleet Dispatchers
Explore the dashboard
The dashboard is the foundation for your operations. Get acquainted with the tabbed interface, different functionality and view options in Dashboard Overview.
Learn how to create and assign tasks
Task creation and assignment can both be done programmatically through an integration, as well as manually. Learn how to create tasks from the dashboard in Task Overview. Once created assign them in Task Assignment.
Navigate the dashboard
Utilize dashboard filters and search to hone in on specific parts of your operations. Explore best practices in Dashboard Filters and Search.
Communicate with your team
Onfleet Chat enables organizations to communicate without ever having to leave the dashboard or mobile app. Learn how to start conversing in Onfleet Chat.
Download the Dispatcher Quick Start Guide
Quick Start for Onfleet Couriers
In this guide, you’ll learn how to configure your account, onboard clients, and manage services and invoicing.
This guide covers:
- Overview of Client Portal
- Configuring Services and Rates
- Inviting Clients
- Assigning Services to Clients
- Setting Up Invoicing
Overview of Client Portal
The client portal is how your clients place delivery orders, configure their tracking and notification preferences, and monitor order status. As a courier, you control which services and pricing are available to each client through this portal.
Learn more: Client Portal Overview
Configure Services and Rates
Set up the delivery services you offer (e.g. same-day, next-day) and define the pricing for each
Learn more: How to Configure Services and Rates
Invite Clients
Clients can only begin creating orders once they've been invited and accepted the invitation. Navigate to the Clients tab and send an invitation via email.
Learn more: Inviting Clients to Your Portal
Assign Services and Rates to Clients
Once your services and rates are configured and the client has accepted their invitation, assign the appropriate service-rate pairs to each client.
Learn more: Assigning Services/Rates to Clients
Set Up Invoicing
Enable automatic invoicing for each of your clients. Orders will be added to the invoice once completed.
Learn more: Invoicing Setup
Quick Start Clients
In this guide, you’ll learn how to configure your portal and start placing delivery orders with your courier.
This article covers:
- Explore the portal
- Configure your account
- Place order
- Invoicing
- Advanced features
Explore the Portal
The Client Portal is your central hub for managing deliveries. From here, you can create and track orders, update your settings, and communicate with your courier.
Learn more: Client Portal Overview
Configure Your Account
Customize your client portal, including your organization details, user profile, API access, and communication and tracking preferences.
Learn more: Client Portal Settings
Place an Order
To place a new order, enter the required details such as pickup and dropoff addresses, ready-by time, and item information. If your courier has set up services, you’ll see eligible delivery options based on your order criteria. Once placed, your orders will appear in the dashboard, where you can view their status, edit them (until in progress), or search/filter as needed.
Learn more: Client Order Management
Invoicing
Your courier may enable invoicing to track delivery costs and payments. If invoicing is active, you’ll be able to view invoices directly from your portal.
Learn more: Invoicing Setup
Advanced Features
For more automated or large-scale order management, Onfleet offers several advanced options. You can import orders in bulk using CSV, connect with Zapier to integrate with tools like Shopify or Google Sheets, or generate API keys to build a custom integration directly with your systems.
Learn more: CSV Import and Zapier
Quick Start for Onfleet Drivers
Learn the basics of the Driver App
After accepting an invitation to download and install, the driver app enables drivers to execute deliveries with ease.
Download the Driver Quick Start Guide
Additional Resources
- Webinar Series
- Compare Plans
- In-App Walkthroughs (Coming Soon)