Read the words instead
0:00 Setting up your business. Settings holds everything your booking pages, your planner and your invoices read from. This video covers the Business tab.
0:12 Settings is split into tabs. Business, Bins and Pricing, Fleet, Availability, Team, Texts and Connections. Each has its own video. Each card saves on its own, with its own Save button, so save before you move to another tab.
0:32 If your sizes, prices, bin counts and trucks don't agree, a Setup check box appears at the top, listing each problem with a button that takes you to the fix. Red is a must fix, amber is worth a look. If you can't see the box, there's nothing to fix.
0:51 Business details has your business name, which is fixed, so message us if it ever needs to change. Then the phone number customers ring, your ABN for your invoices, your business email, and the owner's mobile, which is where alerts go. It's never shown to customers. Press Save details.
1:12 Branding is your logo. Press Upload logo and pick a picture under two megabytes. A wide one on a clear background works best. It appears across the dashboard and on the driver's phone.
1:26 Operating pattern is what your booking pages tell customers. Tap the days you run on or off, set your earliest and latest delivery times, and press Save operating pattern.
1:39 Your depot and your daily capacity show here too. They're set on the Fleet and Availability tabs.
1:48 Some businesses also set their next invoice number and docket number here, so they carry on from their old system on the day they switch. A number can only go up.
1:59 That's your business details. Next, your bins and your prices.
