Complete the Getting Started checklist

Goal

Finish the required setup checks and prove that your company can create, price, send, and schedule a real job.

Prerequisites

• You are an owner or administrator who can edit company, fleet, pricing, driver, and communication settings.
• You know your operating base address, default currency, first vehicle, first driver, and base rates.
• You have the credentials for the mailbox that will send customer messages.

Steps

1. Open Onboarding. Choose manual setup, or, if you are the company owner, use the existing import workflow.
2. For manual setup, enter the company details and select the operating base from the map results. The saved coordinates are used for route and deadhead calculations.
3. Create a real service, enter a positive starting rate, and add a real vehicle. This step also creates or updates the owner-driver profile in one retry-safe operation.
4. Connect the company mailbox that will send customer messages, then run Test Connection.
5. Optionally create an enquiry with complete job details and generate its first quote to practise the workflow.
6. Send a quote or create a booking when you have real work to handle. This activation step is optional for finishing setup. Do not send a test message to a real customer just to complete the checklist.
7. Review the live readiness checks. Resolve every blocking item and confirm that outbound email is working.
8. Select Finish setup. The server re-checks blocking readiness items and email before recording completion. A sent quote or created booking is not required to finish.

Expected result

The onboarding flow records setup completion once blocking readiness checks and email are ready. Operational activation is recorded separately when you send a quote or create a booking. The old Go-Live URL opens this same onboarding flow.

Troubleshooting

• Manual or import is unavailable: only the company owner can start the import workflow. Other operators must use manual setup.
• The operating base is incomplete: select an address from the map results so valid coordinates are saved.
• Fleet or pricing is still incomplete: confirm that the service and vehicle are real, the starting rate is positive, and the active vehicle class has the required pricing.
• Email is still incomplete: a saved mailbox is not enough. Open Settings > Communications and run Test Connection.
• Activation is still incomplete: this is optional for finishing setup. You can send the first quote or create a booking later.
• Finish setup is unavailable: resolve every blocking item. Recommended items may be handled later, but blocking items cannot be skipped.
• A quote has no price: verify the journey locations, service, vehicle capacity, and pricing before changing advanced rules.