Tours
Tours explain the main controls on a page. The highlighted area stays visible while the rest of the page is dimmed.
Starting a tour
Section titled “Starting a tour”Use Show me round when first offered, or the ? beside the page heading to restart a tour.
Empty pages may offer the tour again on a later visit. The welcome tour starts after initial setup. Office tours are available to owners and admins.
Moving through a tour
Section titled “Moving through a tour”Use Next, Back and Skip tour, or the arrow keys and Escape.
Some steps open a relevant tab. Others wait for you to complete an action before continuing. Unavailable sections are skipped.
The Invoices tour also covers the invoice report.
Sample data
Section titled “Sample data”Tours can show sample records when a page has no business data. A Sample data banner identifies this mode. Your own page returns when the tour ends.
Sample data is available for Your day, Orders, Customers, Regular deliveries, Cash, Invoices and Stock. Existing business records are used when available.
The practice round
Section titled “The practice round”Rounds has an interactive practice mode with two drivers and twelve sample orders. It covers planning, moving stops, sending a round and recording a delivery.
Practice does not save business records or send notifications. See A practice round.
Available tours
Section titled “Available tours”Each tour’s summary, then the name of every step it shows, in order. Follow the on-screen prompts for individual actions.
Welcome
Section titled “Welcome”An introduction to Your day, orders, customers, rounds, products, where alerts arrive and how to choose them, and remaining setup.
Steps: You are ready to go. Take orders here. Your customers. Rounds for your drivers. What you sell. Alerts come here. The rest, when you are ready.
Setting up
Section titled “Setting up”Explains progress indicators, navigation between steps and saving each form.
Steps: Setup progress. Your steps. Complete each step.
Your day
Section titled “Your day”Covers what needs sorting, including MOTs due and failed drops, time off and round progress.
Steps: Needs attention. Time off. Today’s rounds.
Orders
Section titled “Orders”Shows where to create orders, read summaries, filter the list and open an order.
Steps: Take an order. At a glance. Every order.
Rounds: the practice round
Section titled “Rounds: the practice round”Practise viewing waiting orders, planning, moving stops, sending a round, loading, departing and completing a delivery. Switch between office and driver views to see both sides.
Steps: A practice day. Orders waiting. Plan rounds. Two rounds. Open a round. Move a drop. Send it to the driver. The driver’s phone. Load the vehicle. Tick each drop on. Set off. Deliver the first drop. Back in the office. That is a round.
Covers the calendar, time-off requests, shift patterns, driver settings and cover.
Steps: Today at a glance. The month. Book time off. The rest of the rota. Shift patterns. Drivers. Requests.
Customers
Section titled “Customers”Shows customer creation, search, balances and the customer record.
Steps: Add a customer. Find someone. Who owes you. Every customer.
Regular deliveries
Section titled “Regular deliveries”Covers adding a repeat delivery or collection, reviewing the next visit and editing, pausing or ending a schedule.
Steps: Set up a regular delivery. Your regular deliveries.
Explains driver balances, handovers, received cash and period filters.
Steps: Cash at a glance. Who is holding cash. Counted in. How far back.
Invoices
Section titled “Invoices”Covers pending scheduled invoices, outstanding balances, status filters, search, invoice actions and reports.
Steps: Who owes the most. Pending, unpaid, paid, cancelled. Find an invoice. Every invoice. The report.
Products
Section titled “Products”Shows products, cylinder charges, search, prices, catalogue imports, and the tabs for gas types, categories and product details.
Steps: Add a product. Add a cylinder charge. Find a product. Your price list. Your cylinder charges. From your online shop. Gas types, categories and product details.
Covers supplier deliveries, stocktakes, damaged stock, stock alerts and minimums, ordering from a supplier, picking a yard when there is more than one, one product’s movements, movement history and reports.
Steps: Record stock. Three steps. Stock needs attention. More stock actions. Which yard. Stock levels. Low-stock alerts. One product’s movements. Every movement.
Explains vehicles, driver assignments, territories and start and finish bases.
Steps: Your fleet at a glance. Vehicles, drivers and bases. Add a vehicle. Your vehicles. Drivers. Bases.
Shows team roles, search, invitations and pending invitations.
Steps: Your team. Find a user. Invite user. Waiting to join.
Connections
Section titled “Connections”Explains integration cards, connection setup and API keys.
Steps: Connect other systems. What you can connect. API keys.
Invoices report
Section titled “Invoices report”Covers date ranges, totals and monthly breakdowns.
Steps: Pick the period. The totals. Month by month.