Set up your platform with the setup wizard

The Setup Wizard gets a new platform ready in about ten minutes. It asks about your company and way of working, and then creates the matching order types, equipment types, message automations and invoicing administration for you. Everything it sets up can be changed later.

Open the wizard

On a new platform, administrators are taken to the wizard automatically the first time they open the dashboard. After that, the dashboard shows the banner Complete your platform setup until the setup is done.

1. Open the dashboard.
2. Click Start Setup Wizard in the banner, or Continue Setup if you started before. The banner then shows your progress as a percentage.

Click the × (Dismiss) in the banner to hide it in this browser. You can also hide it under Settings > User interface > Dashboard elements.

Work through the steps

1. Read the step's question and fill in or select your answers.
2. Click Next, Save & Continue, Connect & Continue or Create … & Continue (with the number of items), depending on the step.
3. Click Skip for now to leave a step for later. It is marked as skipped.
4. Click an earlier step in the sidebar to go back and change it.
5. Follow your progress in the sidebar: it shows how many steps are completed.

While your answers are being applied, you see Saving your configuration…. Your progress is saved as you go: click Dismiss at the top of the wizard to return to the dashboard and continue another time.

The steps

Step	What you set up
Company Details	Your company details and primary and secondary contact. These appear on invoices and documents.
Company Profile	Questions about your company, used to recommend features, types and automations.
Modalities	The transport modalities you operate. This drives the suggested order types, equipment types and automations.
Operations & Tools	Your current way of working and tools.
Telematics	Connect your board computer or fleet tracking provider.
Vehicle Registry	Link a national vehicle registry to fill in vehicle details from a licence plate.
Financial System	Connect your accounting or ERP package.
Features	Which features to switch on. Recommended ones are pre-selected.
Order Types	The consignment types available when creating transport orders.
Equipment Types	Types and subtypes for pallets, trailers, containers and more, with dimensions and weight limits.
Automations	Automatic notifications and e-mails based on events.
Administration	The financial administration used for quotes and invoices.
Data & Pricing	Information about your existing data, so imports can be prepared.
Fleet & Users	Add vehicles, drivers and users in bulk with Add vehicle row, Add driver row and Add user row. Skip this if your telematics system imports them.
Preferences & Goals	Your goals and preferences.
Complete	A summary under What was configured and Recommended next steps.

Finish or start over

On the last step, click Go to Dashboard. To run the wizard again from the beginning, click Start over in the wizard and confirm. Your saved answers and progress are cleared, but data that was already created, such as types and automations, is kept.