Onfleet FAQs

In this article, you will learn about your profile details and settings as well as access to the Dispatcher Quick Start Guide PDF attached at the bottom of the article.

The settings tab can be accessed by clicking the gear icon at the top right in your dashboard.

Once in the settings section, simply click the tab on the left that corresponds with the action you want to perform. TheProfile taballows you to update various items within your dispatcher account.

Dispatcher Name

In the "Name" field, you can change the display name you would like for your dispatcher account.

Contact Email

You can change your dispatcher contact email through this field. The change will not be placed into effect until the confirmation email that is sent is approved.

Contact Phone

Your contact phone number can be changed in this text field. Your country of origin will automatically be detected, but changes can be made through the country flag dropdown.

Change Password

Your password can be reset by selecting the "Change Password" bar. Your previous password must be entered first to confirm the new password change. The new password will take effect immediately.

Dashboard Timezones

Active tasks and unassigned tasks will have their time displayed according to the local systems time settings. For example, if a user is viewing active tasks while on a computer with an EST timezone set, then the tasks displayed will be in EST time zones.

When exporting tasks and viewing exported task data, the data will be displayed according to the organizations timezone (the organization time zone is set under Settings in the Administrator account).

In this article, you will learn how to configure advanced organization settings to optimize Onfleet for your business model.

This article covers:

Advanced Organization Settings

Team Assignment

Disable Global Unassign

Add a Map Overlay

Advanced Organization Settings

Units of Measurement

The units of measurement can be set by selecting "Metric" or "Imperial". Save the changes by clicking Done in the bottom right.

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Timezones

Active tasks and unassigned tasks will have their time displayed according to the local systems time settings. For example, if a user is viewing active tasks while on a computer with an EST timezone set, then the tasks displayed will be in EST time zones.

Yourorganization's time zone is set under Settings. Exported tasks and viewing exported task data, the data will be displayed according to your organizations timezone.

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Team Assignment

If you're managing deliveries across more than one service area or city, or have multiple physical stores/hubs, team assignment is right for you. With team assignment enabled, your teams can move tasks into a team without assigning to a driver. Tasks that are assigned to a team will only be visible to other dispatchers if they have been granted permission to that team.

Enable Team Assignment

To enable team assignment, check the "Enable team assignment" checkbox in the Organization tab of your administrator's dashboard settings.

Once enabled, you can move tasks from the global "Unassigned" section into a new "team assigned" section inside each team. When assigned to a team, a task will not be visible to other teams.

There are several ways to assign a task to a team:

Manually in the dashboard, using drag-and-drop in the sidebar

Manually in the dashboard, on creation or edit from the task modal.

On task import.

Through the API, via Manual and Automatic assignment.

Assign to a Team via drag-and-drop

To assign via drag-and-drop, simply select the desired task(s) and drag them to the desired team. As you drag over a team name, it will highlight white to indicate selection. Drop the tasks into the highlighted team name and they will be assigned to the team. Similarly, you can assign to another team or return to the global unassigned section by drag-and-drop.

Assign to a Team via Task Modal

To assign on manual creation or edit, select your desired team in the assigned section at the bottom of the modal. You can return a task to the global Unassigned section by choosing "None" in the drop-down.

Assign Tasks via Right-Click

Once tasks have been assigned to a driver, you can assign back to the current team or return to the Global Unassigned section by choosing "Assign Tasks to {Team Name}" or "Unassign Tasks to {Your Organization Name}" from the right-click context menu.

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Disable Global Unassign

If your teams operate independent of one another and you wish to prevent the movement and visibility of tasks between teams, you can disable the global "Unassigned" section for dispatchers. This will prevent dispatchers from moving unassigned tasks outside of the teams they manage, and from seeing/interacting with tasks which have not yet been assigned to an individual team.

Note: To use this feature, you must have team assignments enabled in your organization's admin settings.

All task operations will be limited to the dispatchers' team environment. For example, cloning a task assigned to a team will create a copy within the team's unassigned task section instead of within the global unassigned section.

To disable the global unassigned section for dispatchers, navigate to the Dispatchers tab of your dashboard's admin settings. Below the list of dispatchers, check the box "Disable global unassigned section."

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Map Overlays

You can enhance your organization's map with lines and polygons by adding a custom map overlay. This is useful if you would like to visually represent a particular location like a warehouse or restaurant, or delineate a zone in which a particular team operates.

Currently, this is strictly a visual enhancement and does not change the behavior of tasks, drivers or notifications.

Pro tip: you can select all tasks within an overlay area easily by right-clicking anywhere on the map, within the overlay.

Simply follow these steps to create a map overlay (optional: with color):

1. Create Map Overlay

Create a GeoJSON map overlay with the tool of your choice; we recommend the free tool: http://geojson.io/.

First, search for an area using the magnifying glass in the top right of the map.

Then, using the search and the drawing icons in the toolbar, place your points, lines, and polygons ("features") on the map.

2. [Optional] Add a Color to Properties

Within the JavaScript editor found in the geojson.io builder, add a color to the properties like so: "color":"#AA81F3" (see example on the right in the screenshot below).

3. Download File

Once you are satisfied with your features, you can download the file to your computer by navigating to Save > GeoJSON from the menu in the top left corner of the screen.

4. Add Map Overlay to Onfleet Dashboard

Simply add this map overlay by opening the Organization tab within your Onfleet settings. Scroll to the bottom of that tab and select Add a Map Overlay... and select the GeoJSON file that was saved in Step 2. The overlay should be reflected within the dashboard immediately.

You should now see a map overlay with color within the dashboard map view.

In this article, you will learn about Barcode Scanning and Age Verification, both of which can be used by organizations as a method for proof of delivery.

This article covers:

Barcode Scanning

Supported Barcodes

Age / ID verification

Barcode Scanning

Onfleet's barcode scanning feature enables drivers to make a record of multiple barcodes upon task completion using your device's camera.

After barcode scanning has been enabled by your administrator, you will be given the option to scan barcodes upon task completion.

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Administrators can specify whether barcodes should be required or optional during task creation via the API.

Multiple barcodes can be scanned for a single task. Simply select the 'Scan Barcode' button and proceed to scan the next barcode.

After task completion, your dispatcher will have access to the barcodes that were scanned in the completed tasks' timeline from the dashboard.

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Supported Barcodes

The barcode scanner can scan an array of barcode types including:

Data Matrix

PDF417

MICROPDF417

Maxicode

DotCode

QR CODE

MICRO QR CODE

Codabar

Code 11

Code 25

CODE 32 Italian Pharmacode

Code 39

Code 93

Code 128

GS1 Composite Codes

GS1 Databar

EAN Code

INTERLEAVED-TWO-OF-FIVE (ITF)

Aztec Code

MSI PLESSEY

UPC Code

KIX

RM4SCC

Posi LAPA 4 State Code

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Age / ID Verification

Onfleet's ID scanning & Age Verification feature enables drivers to verify recipient identity and/or age from a government-issued ID upon task completion using your device's camera. This feature is currently limited to organizations in the United States and Canada or countries in which government-issued identification has a bar code included on it, and is only available in our Premium and Professional plans.

Once the feature is enabled administrators can specify a minimum age (in years) upon creating or editing a task. As a driver, you will be required to scan a valid ID (or manually enter the date of birth) to verify that the recipient is at or above your minimum age requirement prior to being able to complete the task.

If your organization is based in a country in which the government-issued identification does not have a barcode, your team may opt to take a picture of the ID and manually enter the birth date. Alternatively, you can manually enter the date of birth a barcode is not available on the ID.

Please note: The barcode scanner on government-issued IDs needs to store the birthday information in the same format as Onfleets validation - YYYY-MM-DD. If you are based in a country other than the USA and Canada and run into an error when scanning the ID for age verification, please proceed with manually entering the birth date on the app.

In this article, you will learn how to view and manage your tasks on the Onfleet app.

To view your Tasks, you must log onto your Onfleet app and go On Duty". Once on duty, you should be able to view your tasks. You view tasks separated by today's date or All Tasks which may include future-dated tasks.

here.

Note:If your task list is empty, that would mean you have not been assigned any tasks by your organization's dispatcher.

The order the tasks appear in on your app is controlled and set by your dispatcher or account admin. To better manage your workflow, you can go to the app settings and selecting Auto Advance to Next Task which will automatically open the next task in order for you to execute once you complete a task.

For more information on completing tasks, please go

In this article, you will become acquainted with the general structure and roles of those using Onfleet, with a special focus on your workers, or drivers.

This article covers:

Structure of an Organization

Add or Remove a Driver

Single Device Log-In for Drivers

Driver Display Name

Set a Driver Capacity

Driver App Settings

Create or Edit a Driver Schedule

Driver Statuses

Force Driver Off Duty

Structure of an Organization

The general structure of an Onfleet organization will be composed of the following:

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Administrator

Your organization has only one administrator account, which you create upon registration. The administrator configures everything, adds and removes dispatchers and drivers, and creates and modifies teams.

Dispatchers

Dispatchers are added by the administrator of an organization. Dispatchers manage Task creation and assignment. Dispatchers manage one or more teams.

Teams

Teams make it easy to group drivers and dispatchers together and are particularly useful if you operate in multiple countries or cities, or in different parts of a single city. The administrator has access to all teams, but dispatchers and drivers are assigned by the administrator to one or more teams.

Drivers

Drivers are added by the administrator of an organization. They use Onfleet through the driver app on Android or iOS to complete tasks.

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Add or Remove a Driver

To add a driver, click the + button in the bottom-right corner of the Drivers tab in your dashboard settings.

Note: You must create a team before adding any drivers.

Enter the drivers information and choose which team(s) they will be assigned to. They must be assigned to at least one team, and you can edit this later by double-clicking the drivers name in the sidebar. Choose the appropriate method of transportation from the options: walker, bicycle, motorcycle, car or truck.

The driver's address is optional and can be selected as an option during Route Optimization so that routes can be optimized to, and/or from the driver's preferred starting point.

Drivers can be added to a team by selecting a team while adding a new driver or editing an existing driver's profile.

Or, by selecting a driver while editing the team.

Adding a driver to a team will allow that team's dispatcher(s) to assign tasks to that driver and see the driver's location and status while on duty.

Once added, the driver will receive the following SMS notification:

"You have been added to Onfleet by [Organization Name]. Your temporary password is: 12345. Download the driver app here: https://onfleet.com/download/app "

The type of smartphone the driver is using will be automatically detected, and the correct version of the app will be downloaded (iOS or Android). They must be using iOS 8.0 or above, or Android 4.0 or above.

Additionally, once added, you will be able to view the temporary password for drivers in the driver modal accessed by double-clicking on a driver in the sidebar. This is helpful if, for some reason, the driver did not receive the SMS. You can supply the driver with this temporary password so they may log in, upon login, they will be prompted to set a permanent password, and must set themselves to On-Duty for the password change to take effect.

If a driver has set a permanent password, you'll be able to identify this as well:

As soon as you have added the driver to Onfleet you can start assigning tasks to them, even if they haven't installed the driver app yet.

Import Drivers

The driver import feature can be used to batch-create new Onfleet drivers. The process is very simple:

Download this CSV file which has the following column headers: worker_name, worker_phone, worker_team, worker_vehicle

Fill in the columns with the information for each driver that you want to upload into your dashboard with the following format parameters (important to follow these rules):

worker_name: First Last (spaces okay) Ex: Jason Terry

worker_phone: ########## (no spaces) Ex: 2025558722

worker_team: Must match the team name in dashboard exactly (recommended to copy and paste directly from dashboard) Ex: Downtown South

worker_vehicle: must be all capsWALKERBICYCLEMOTORCYCLECARTRUCK

Note:"Walker" is the default option. Therefore if no transportation mode indicated, or anything other than the above options- then "walker" will be used.

Save your spreadsheet as a .CSV

While logged in as the organization admin, navigate to Settings > Drivers. Click the "Import..." button, click Choose File ---> select the .csv that you saved ---> upload of drivers should complete automatically

Remove a Driver

Remove a driver by double-clicking them in the sidebar and clicking Edit >Remove Driver

Drivers can also be removed directly from admin and dispatch settings. Select the Driver tab, choosethe driver to be removed from the list of drivers, and click the - button. Confirm that the driver should be permanently removed.

Removing the driver will not remove the mobile application from their device, but they will no longer be able to log in or complete tasks.

Drivers cannot be removed if they have any tasks assigned to them.

Note: Dispatchers can only add drivers to teams where they are registered as a dispatcher.

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Single Device Log-In for Drivers

If your organization requires a single device for drivers to use for their tasks, we recommend using VoIP numbers for log-in credentials. Each individual driver should be added to the Onfleet dashboard using the VoIP number they have been assigned.

When the driver is scheduled to go on-duty, they should take the device that they'll be using for their shift, login to the VoIP app on their phone with their credentials, and then log in to Onfleet with their VoIP phone number as credentials.

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Driver Display Name

Dispatchers can change a driver's display name in all messaging received by recipients. If left blank, Onfleet defaults the driver display name to the driver's name.

This is especially useful if drivers are added by first and last name for organizational purposes, but displaying the first and last name might be a bit too formal or intrusive for your customer-facing messaging. Additionally, if you want to maintain control of your recipient experience (drivers can change their name in the app, but the display name can only be configured through your dashboard).

This driver display name will be used in all SMS messaging that contains the {workerName} tag, and in the live tracking page if you are displaying the Driver Name attribute.

Changing the driver display name

There are two ways to set the display name: via the Onfleet API and in the dashboard.

To set the driver display name via the API, use the displayName property (details here ).

To change the driver display name in the dashboard, simply open the dashboard settings and click on the Drivers tab.

Next, double-click on a driver's name (or highlight a driver's name and click Edit...) and enter a name in the Display Name text field. Click Save to confirm the display name change.

Dispatchers can also edit driver details by double-clicking on a driver's name in the side bar and clicking Edit.

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Set a Driver Capacity

To set a capacity, navigate to the Drivers tab of your dashboard settings. Click the Edit button in the bottom-right corner or double click the driver's name. Enter the vehicle's capacity, in any unit you prefer (meters, feet, quantity, etc.) and Save to apply the changes.

Note: Units used for driver-vehicle capacity must match the units used when specifying Task Quantity. If capacity is not defined (and using Route Optimization), Onfleet will assume unlimited capacity and defer to your other Route Optimization constraints. For more information on Route Optimization, please check out this article.

Alternatively, you can set a driver's capacity on the fly by double-clicking the driver's name from the sidebar. Simply Edit and update the Capacity as indicated above.

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Driver App Settings

Driver App preferences are available from the dashboard settings menu and allow administrators to enforce the intended driver delivery workflow via the driver mobile app.

To ensure that drivers fulfill tasks in the order that they are assigned, check the "Warn driver when starting task out of order" checkbox.If a driver attempts to start a task out of order when this option is enabled, they will be warned and given the option to reconsider.

You may also choose to warn a driver if they start a task before the complete time.

Notes, Signature collection and Photo collection upon delivery can be set to 'Required', 'Enabled' (with an optional warning for the driver), or completely disabled, with independent settings for pickup and dropoff tasks, depending on your organization's requirements. Tasks cannot be completed by the driver until the required signature and/or photo has been collected.

'Block access to camera roll' is an option that, when selected, requires that drivers take the photo at the time that the task is completed. Drivers will be unable to submit photos that were taken previously.

'Allow drivers to initiate communication' is an option to allow drivers to contact and communicate directly with recipients.

Once the Driver App settings are confirmed, the settings will be applied to all existing tasks for all workers during their next session (when they next go on duty).

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Create or Edit a Driver Schedule

To create a schedule for an existing Driver, navigate to the Drivers section of your Account Settings. Choose the Driver you would like to modify, and click the Schedule button. Schedules can be accessed/edited by double-clicking a driver in the sidebar, or via API.

Schedules can be defined on a week to week basis. Use the + alongside each date to add breaks or fragmented shifts. Hit Save to apply these changes.

Note: If a Driver does not have a personal schedule defined, their schedule will reflect your organization's Default Schedule unless disabled.

Set a Default Schedule

For drivers that do not have a defined schedule in place, your organization's default schedule will be used to determine the availability of a driver-selected during Route Optimization. By default, the default schedule will cover the hours of 12:00 AM to 11:59 PM. You can modify this time window from within the Optimize Tasks modal by clicking the default schedule button.

If you want the tool to ignore selected drivers that don't have explicitly defined schedules, disable the default schedule by clicking the checkbox at the top of the modal.

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Driver Statuses

Driver status is displayed with acolor and short text string ("status text") in the sidebar (underneath the driver name) and on themap in the pop-up bubble that appears on rollover or click of a driver's icon.

In Transit: Driver is "on-duty" and is actively executinga task. A driver in transit will be location tracked and will appear as a blue dot icon on the map and the sidebar.

Idle: Driver is "on-duty" butis not actively executinga task. An idle driver's location will be tracked and he/she will appear as a green dot icon on the map and the sidebar.

Offline: Driver is"off-duty."An offline driver's locationwill not be tracked and he/she willnotappear on the map. Offline drivers appear in the sidebar as a grey dot icon.

Connection Status:An on-duty driver with a properly responsivenetwork connection will appear with a halo animation around his/her iconand display one of the statuses listed above. An on-duty driver with an unresponsive network connection:

Will not be tracked.

Will appear as a subtly flashing dot with no halo animation.

The status text will display "Not responding."

After a driver's network connection is restored, the wave animation will begin and the status text will display the updated status (Offline, Idle, or In Transit).

Delayed Status

Youcan easily determineif a task or driver is, or will be, delayedby reviewing eitherthe sidebar or map view.

Task:Task is unassigned or assigned, and the current time is after the Complete Beforetime, orthe ETA will put the driver at that location after the Complete Before time. Adelayed task will appear in the map and sidebar with a small golddot on the top right corner of the task's icon.

Driver:Driver has one or more tasks assigned to him/her that are delayed. In all statuses, icon will appear with a golddot in the upper right corner. If active, the status text will display byhow many minutes their current task is estimated tobe delayed.

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Force Driver Off Duty

Dispatchers and Admins can force a driver to go off duty.

To be able to force a driver off duty, the driver must be either Idle or Not Responding.Admins or Dispatchers can then select the driver on the dashboard, right-click and select "Force driver off duty".

In this article, you will learn what a task is and how to populate them into Onfleet (without using the API).

This article covers:

Create a Task Manually

Edit, Clone or Delete a Task

Edit a Task Status

Create a Task From the Map

Import Tasks

Importing International Phone Numbers

Scheduled Imports

Task Statuses

Downloadable Import Sheets

Create a Task Manually

A task is the core unit of work to be completed by drivers (ex: a pickup OR delivery).

To create a task manually, click the + button in the toolbar and select New Task or use the keyboard shortcut T. You can also create a task from the map.

A window will appear with required fields to designate a recipient (or none), the type of task (dropoff or pickup), as well as a destination. Optional fields such as recipient notes, task details and a delivery time window are also available.

Download a Google Sheet Template

Recipient

If the task includes a recipient, the name and phone number are required. If this recipient has been created before, the phone number will be recognized and the name and notes will fill automatically. To remove a recipient, suppressing all notifications for this task, simply check the box labeled No recipient.

Recipient notes should be used for specific instructions which apply to all tasks for this recipient ie: door codes, special drop-off locations, warnings etc. Recipient notes will remain attached to this recipient and will appear on all their tasks until overwritten or deleted.

Details

Optional details can be added to describe the work to be performed, the items to pickup/deliver, or even a link to an external document, website or app.

Destination

A destination address must be entered and selected from the available drop-down options. If your address cannot be found or is invalid, you will need to correct it and select from the drop-down to continue.

Note: Only addresses with a street name and number are considered valid. Addresses without a street name and number or more generally described (e.g. "Pier 4") will not be accepted.

Geocoding can be skipped during task creation by entering coordinates for the task destination in the dashboard and on task import sheets. Destination details must be input to be displayed to drivers and dispatchers, however, they aren't used in geocoding.

Alternatively, you can also create a task from a specific location on the map. Destination coordinates will be captured through the map at the exact location where the task has been created.

Time Window

If your tasks follow a schedule or you have provided an estimated fulfillment time to your customer, use the time window section to establish a Complete After and Complete Before time.

Route Optimization Constraints

Note: You must enable Route Optimization to see and use this feature. For more information- check out this article.

Optionally, you can specify a task's quantity and individual service time to be considered during route optimization. See Define a Task's Quantity and Service Time.

Assignment

Assignment of the task to a driver (or a Connected Organization) can be performed now, or you can do it after task creation via the sidebar or map.

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Edit, Clone or Delete a Task

You can edit all attributes of a task until it has been started by the assigned driver, and most attributes can also be edited after the task has started (with the exception of the phone number and address). To edit a task, simply double-click it in the sidebar (or on the map), and click the Edit button.

Clone a Task

To create a new task with all the same details as another task, right-click on the task in the sidebar to open the context menu and select the Clone option:

Alternatively, you can also open the task by double-clicking it on the map or sidebar and select Clone at the bottom left corner.

Next, select which data you would like to copy to the cloned task.

Note that the recipient and destination are always retained. Complete After/Before times are also carried over if that time hasn't already passed.

Finally, all metadata associated with the original task will also be carried over when that task is cloned.

Your newly cloned task will appear in the unassigned section of the sidebar.

Delete a Task

You can delete tasks up until they are started by a driver. Deleted tasks will be immediately removed from the dashboard and driver app and cannot be recovered. You can delete tasks in several ways:

Select a task or tasks to be deleted from the sidebar. Right-click and choose Delete from the context menu.

Or, double-click it in the sidebar and click Edit, and scroll to the bottom >Delete Task

Delete all Uncompleted Tasks (Advanced Users Only)

If you would like to delete all tasks which are uncompleted (both unassigned and assigned for all time) you can do so from within the Admin account by using the keyboard command: CTL + ALT + SHIFT + C

Add a Previous Recipient to a Task

If the recipient of a task you are creating has already been a recipient in the past, the fields will auto-complete based on the phone number you enter in the first field, once you de-select that field.

If you would like to update the recipient name associated with a phone number that you have already entered, you may do so. This will update that name within your Onfleet dashboard database for any instances of that phone number moving forward.

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Edit a Task Status

To edit a task's completion status, click the 'Status' field in any task that has been completed. Update the task completion status and/or failure reasons, and click 'Done' to make the change.

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Create a Task From the Map

To create a task from the map, right-click on any location on the map which best corresponds to the delivery address, and select Create New Task Here

A window will appear with required fields to designate a recipient (or none) and the type of task (Dropoff or Pickup).

The recipient's destination coordinates will be captured through the map at the exact location where the task has been created. If you'd like to edit or verify the destination details, click the Edit Destination Details... button below the destination coordinates. If a street address can be derived from the coordinates, it will appear here and can be edited further. Keep in mind that the Destination Details are for display purposes only and the coordinates will be used to place the pin and to navigate the driver.

Optional fields such as recipient notes, task details, a delivery time window, and assignment to a driver are also available. For a detailed walk-through about manual task creation through the dashboard, please see here.

If the recipient of a task you are creating has already been a recipient in the past, the fields will auto-complete based on the phone number you enter in the first field, once you de-select that field.

If you would like to update the recipient name associated with a phone number that you have already entered, you may do so. This will update that name within your Onfleet dashboard database for any instances of that phone number moving forward.

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Import Tasks

Onfleet's task import allows you to uploadlarge quantities of tasks in a batch rather than creating them one at a time through the dashboard. You can upload CSV, XLS, or JSON files.

Step 1: Create an import sheet

In order for Onfleet to import all the task attributessuccessfully, your file should contain at a minimum the requiredfields (highlighted red)foundin the sample import sheetattachedat the bottom of this article.

Pro tip: make a copy of the sample import template, remove the same data and add your own. To get started go to

File > Make a Copy

populate your data

File > Download as ...

Required Fields:

The Recipient_Name field is used to indicate the name of the customer you are delivering to. This should be formatted as "FirstName LastName."

The Recipient_Phone field should include a valid, unique phone number for your recipient.

The Address_Line1 field should include the street number (including letters, if any) without spacing, followed by a space and the street name details, including the full word form of the street type (e.g. "Street" instead of "St" and "East" instead of "E").

Also required: City/Town, Postal_Code, State/Province, andCountry.

Optional Fields:

The Address_Line2 field should include an apartment, suite or any additional information about the address (this will not be used during geocoding).

TheNotification field allows you to enable/disable automated SMS notifications for certainrecipients. Set the cell value to TRUE if you would like the recipient of the task to receive notifications, and set it to FALSE to disablenotifications for that recipient. If this field is not used, the task notification setting is defaulted to TRUE and a notification will be sent unless the Recipient has notifications disabled.

The Recipient_Notes field is used to store information or special instructions pertaining to that particular Recipient. Text placed in this field will overwrite any existing notes.

TheLongitude and Latitudefields allow you to use coordinates instead of an address to add a task.Although the address fields will still be required, the geocoding process will be entirely skipped and their data will be used for display purposes only. See this post for more details on utilizing Longitude and Latitude coordinates for Onfleet imports.

TheTask_Details field is used to store task-specific information like an order number or list of items to deliver.

The Pickup field is used to designate if a given task is a pickup. In order to designate that a task as a pickup, you must input TRUE in the task's cell. If this cell is empty, or contains anything but TRUE, the task will be imported as a drop-off by default.

ThecompleteAfter field allows you to input a date and timeafter which a task should be completed. ThecompleteBefore field allows you to input a date and time before which a task should be completed.

You can choose to importthe completeAfter and completeBefore fields in the following date/time formats:

Unix timestamp

MM/DD/YYYY hh:mm A (Example: 12/17/2015 2:30 PM)

MM/DD/YYYY HH:mm (Example: 12/17/2015 14:30)

DD/MM/YYYY hh:mm A (Example: 17/12/2015 2:30 PM)

DD/MM/YYYY HH:mm (Example: 17/12/2015 14:30)

If you deliver across multiple timezones, converting these values to Unix time is recommended.To convert local times to Unix timestamps in Excel, first make sure your times are in Coordinated Universal Time (UTC), then use the formula:=(cell-DATE(1970,1,1))*86400000

The Organization field is used if you are assigning tasks to other Onfleet registered organizations that you are connected with (see Connections ). The name listedmust exactly match the connected organization's name for the assignment to occur. If you are only assigning to your own driversyou do notneed to use this field.

TheDriver field can be used to immediately assign tasks upon import. This is useful if routing or assignment was planned outside of Onfleet (manually or via a third-party tool). The name listed in this fieldmust match a driver's name in Onfleet for the assignment to occur. Tasks imported that have aDriver in this column will be assigned in the order listed on the spreadsheet.

The Team field can be used to immediately assign tasks to a specific team upon import. The team name listed in this fieldmust match a team name in Onfleet for the assignment to occur. Tasks imported that have a Team in this column will appear as unassigned tasks within that team.

The Service Time field can be used to add service time to a task upon import.

Step 2: Upload sheet and map columns to Onfleet attributes

To import tasks, click the Page button next to the Plus button.

Click Choose File...in the modaland select the file from your computer. Once uploaded, you will be prompted to map each column header with a corresponding attribute within Onfleet.

Error handling

If there are any issues with the data provided in your file, the system will alert you and provide a description of the errors. If you would like to correct these errors on your file before proceeding, click Back twice to upload the corrected file.

Note:For your convenience, the attached Onfleet Import Template (Unix) includes fields that will automatically convert your local date/time into unix time. Simply enter your desired date/time into the completeBefore (Local) and completeAfter (Local) fields, enter your timezone's UTC offsetand unix time will be generated in the completeAfter (Onfleet Unix) and completeBefore (Onfleet Unix) fields.

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Importing International Phone Numbers

While a direct API integration is recommended for any large delivery operation, Onfleets import feature is one of the most powerful ways to get a large volume of tasks into your dashboard prior to making that investment. With a simple .csv file and a few clicks, dispatchers can import thousands of deliveries and auto-assign them to drivers with ease.

As Onfleet powers deliveries for customers in 60+ countries, our powerful import tool is able to reliably handle any international phone number that your customers might provide. Having said that, the import sheet must have the correct phone number format. Lets take a look at a few of these required parameters.

Accessing the Import Sheet

You can find an example import sheet here that outlines the basics of our import feature. With a basic .csv import, dispatchers can specify over 25 parameters within each task, which makes for an incredibly rich amount of information available to your drivers.

Importing the Tasks

Once the .csv is populated with your delivery data, that spreadsheet can be imported directly through your dashboard. Simply click the import button at the top right of your dashboard and the wizard will guide you through the process.

E.164 Phone Number Format

Onfleet recognizes all phone numbers that conform to the E.164 format within the The International Public Telecommunication Numbering Plan. Essentially, this format specifies that all phone numbers can have a maximum of 15 digits including the corresponding country code.

International Country Calling Codes

Onfleet also recognizes International Country Calling Codes that can be found here.

Preparing The Import Sheet

Last, but not least, the recipient phone numbers within your spreadsheet must properly display all the required fields. For example, this is a sample phone number format for a Slovakian phone number: +421915426219

If you are using Excel to create your import, you will need to make sure the cells containing the phone numbers display the + for the import to be successful. There are a few ways to ensure the correct cell format, which are outlined below.

The first way to achieve this (see GIF below) is to apply a custom cell format with these steps:

Highlight the column and/or cells that contain the phone numbers

Click Format Cells Custom

Type: +0 Click OK

You should now see the + displayed in front of the international phone numbers

Similarly, the second way to achieve this is to simply display text within the cells instead of digits

Highlight the column and/or cells that contain the phone numbers

Click Format Cells Text

Click OK

You should now see the + displayed in front of the international phone numbers

Changing the cell format can also be easily achieved in Google Sheets by performing similar steps:

Highlight the column and/or cells that contain the phone numbers

Click Format Number More Formats Custom Number Format

Type +0 and Click Apply

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Scheduled Imports

You can schedule an import to recur according to a pre-defined schedule. To begin, simply clickSchedule import to repeat from the final step of the task import.

All the recipient, destination, and task data from the import will be saved for use in the scheduled import.Complete Beforeand Complete After timestampswill also be saved, however, the date used will necessarily be changed to the date of the scheduled import.

Setting scheduled import parameters

Once in the scheduled imports wizard, you will be able to configure a number of parameters:

Name: The name of the scheduled import. This will be used to identify your import.

Starting On: The date this scheduled import can begin.

Occurs: The frequency of the scheduled import:

Once: The scheduled import will run on the Starting On date, then stop.

Daily: The scheduled import will run every day starting with the Starting On date.

Weekly:The scheduled import will run with the first day specified following the Starting On date.

On:The days of the week chosen for the weekly occurrence.

At:The time and timezone the scheduled import will run.

Once you click Done, a confirmation message will be shown indicating the import was successfully scheduled.

View / Edit Scheduled Imports

To view existing scheduled imports, open the import wizard or use the keyboard command i.Click the button labeled View scheduled imports.

Double click on the import name to edit or delete, or use the Edit and - in the bottom right of the list.

Here you can update all the properties for the scheduled import:

Running Scheduled Imports

Once created, a scheduled import will run according to its schedule until deleted. Each run, the owner will be sent a confirmation of the scheduled import and its results:

The scheduled action <NAME> completed successfully.This action will run again on <DATE & TIME>.

Tasks created: 202Assigned: 202Team assigned: 0Error count: 0

Error Handling

Tasks not assigned to the expected driver:Verify the driver's name on the import file matches the driver's name in the dashboard. If mismatched, correct the driver's name in the dashboard to match the import file, or delete the scheduled import and create a new one with the updated file.

Email confirmation indicates "completeBefore must not be before creation time":Verify the complete before times listed in the import file occurafter the import is scheduled to run.

Scheduled import has a status of "Stopped" in the dashboard:Verify that an owner is defined for the scheduled import and that your billing status is current.

Scheduled import has a status of "Error" in the dashboard: Contact Us

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Task Statuses

Task status is displayed with a color in the sidebar, the map and inside the task detail sheet as a map marker ("pin") or dot icon.

Unassigned: Task has not been assigned to a driver and cannot be executed. Unassigned tasks will appear in the top section of the sidebar and on the map as a grey pin.

Assigned: Task has been assigned to a specific driver and is availablefor execution. Assigned tasks will appear beneath their assigned drivers in the sidebar and on the map as a purple pin.

In Transit: Task is being executed with active notifications and recipient location tracking. In transit tasks will appear beneath their executing drivers in the sidebar and on the map as a blue pin.

Succeeded: Task has been completed successfully. Succeeded tasks will appear as a green pin on the map only.

Failed: Task has been completed unsuccessfully. Failed tasks will appear as a red pin on the map only.

Delayed Status

Youcan easily determineif a task or driver is, or will be, delayedby reviewing eitherthe sidebar or map view.

Task:Task is unassigned or assigned, and the current time is after the Complete Beforetime, orthe ETA will put the driver at that location after the Complete Before time. Adelayed task will appear in the map and sidebar with a small golddot on the top right corner of the task's icon.

Driver:Driver has one or more tasks assigned to him/her that are delayed. In all statuses, icon will appear with a golddot in the upper right corner. If active, the status text will display byhow many minutes their current task is estimated tobe delayed.

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Downloadable Import Sheets

In this article, you will learn how to assign tasks to drivers, for completion. Similar to task creation, task assignment can also be handled via API ( find more information here ).

This article covers:

General Task Assignment

Select Multiple/ All Tasks

Right-click Task Assignment

Assign to a Team

Modify a Route

Re-order Tasks Using the Route Line Tool

General Task Assignment

Once you create a task, you can assign it to a driver in the following ways:

Drag it down in the sidebar, from Unassigned to the driver you wish to assign it to. You can either drag it on top of the drivers name to add it to the end of their route, or directly into a position in the drivers route (the list in the sidebar is the same order as the driver sees it in the Onfleet mobile app).

While creating the task, you can assign it to a driver at the bottom of the task creation view. This adds the task to the end of the drivers route.

Drag from another task marker on the map to the new task in order to add it to the route immediately after that task.

Drag from the driver on the map to the new task to add it to the beginning of the drivers route (or immediately after the current task if the driver is en route to a task).

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Select Multiple/ All Tasks

You can select tasks in the dashboard in several ways:

One by one

Mac: CMD + Mouse Left Click

Win: CTL + Mouse Left Click

In a range

Mac/Win: SHIFT + Mouse Left Click

Within a map region

Mac/Win: SHIFT + Mouse Left Click and Drag

In addition, you can Select All tasks using the CMD + A (CTL + A on Windows) shortcut on your keyboard.

Much like Zoom-to-fit and right-click options, the select all function is contextually aware. That is, it will select all tasks based on the current list you are using. For example, clicking a driver and using the command will select all tasks in a driver's queue. Pressing it again will move up one step and select all tasks in that driver's team. Pressing it a third time will select all tasks currently visible in the dashboard.

Pressing CMD+ A (CTL + A)again adds tasks in the team to the selection:

Within a ZoneIf you have an overlay on your map to delegate zones, you can right-click within a zone and click Select Tasks in Zone to select all tasks within that zone.

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Right-click Task Assignment

As a dispatcher, you can assign multiple tasks to a driver's queue with one right-click action. This can save you time and eliminate mistakes when handling a high volume of tasks within your dashboard.

Simply highlight all of the tasks that you want to assign to a particular driver (byselecting multiple / all tasks), right-click on the driver's name in the sidebar and select "Assign Tasks to (driver name)".

Here's a full video that will walk you through how to use right-click task assignment:

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Assign to a Team

If you're managing deliveries across more than oneservice area or city, or have multiple physical stores/hubs, team assignment is right for you. With team assignment enabled, your teams can move tasks into a team without assigning to a driver. Tasks that are assigned to a team will only be visible to other dispatchers if they have been granted permissionto thatteam.

Enable Team Assignment

To enable team assignment, check the Enable team assignment checkbox in the Organization tab of your administrator's dashboard settings.

Once enabled, you can move unassigned tasks from the mainUnassignedsection into a new section within each team. Once unassigned within a team, it will not be visible to other teams.

There are severalways to assign a task to a team:

Manually in the dashboard, using drag-and-drop in the sidebar

Manually in the dashboard, on creation or edit from the task modal.

On task import.

Through the API, via Manual and Automatic assignment.

Assign to a Team via drag-and-drop

To assign via drag-and-drop, simply select the desired task(s) and drag them to the desiredteam. As you drag over a team name, it will highlight white to indicate selection. Drop the tasks into the highlighted team name and they will be assigned to the team. Similarly, you can assign to anotherteam or return to the globalUnassignedsectionby drag-and-drop.

Assign to a Team via Task Modal

To assign on manual creation or edit, select your desired team in the Assigned toa section at the bottom of the modal. You can return a taskto the global Unassigned section by choosing "None" in the drop-down.

AssignTasksvia Right-Click

Once tasks have been assigned to a driver,you can assignback to the currentteam or return to theglobalUnassignedsectionby choosing "Assign Tasks to {Team Name}" or "Unassign Tasks to {Your Organization Name}" from the right-click context menu.

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Modify a Route

You can drag tasks around in the sidebar to reorder them for drivers. This updates the route in real-time.

You can also modify routes by dragging links between tasks and drivers in the map view.

Note:if a driver is en route to a task, you cannot place another task ahead of the task in progress.

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Re-order Tasks Using the Route Line Tool

As a dispatcher, you can use the quickly reorder tasks within your dashboard map by dragging from one to the other to "draw" the route. This can allow you to shift the order of the tasks within a driver's queue while visualizing the route on the map within your dashboard.

Here's a full video that will walk you through this feature:

In this article, you will learn about Estimated Completion Time, how it differs from ETA, and how it's calculated.

This article covers:

Predictive ETA

How are ETA's Calculated?

ECT

Predictive ETA

Predictive ETA is the Onfleet estimate of when an on-duty driver is expected to arrive at each assigned task destination in his/her task list. Estimated route start and completion times are also calculated for each driver, in the case of Route Optimized tasks.

Please note that the 'Predictive ETA' add-on must be enabled in the Add-ons section in Settings by the Admin user in order to use the Predictive ETA feature. That is included with Basic plans and above. Predictive ETA-based notifications are included in Premium plans and above.

Arrival Time represented with the flag facing to the left:

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Predictive ETA is distinct from ECT, which represents the estimated completion time.

Completion Timerepresented with the flag facing to the right:

Dispatchers can easily toggle between predictive ETA and ECT representations in the dashboard sidebar by clicking on an estimate. All other estimates will similarly be toggled.

Notifications can also be set to be sent to recipients at a selected ETA threshold - even if the task is unstarted - by creating a 'Predicted ETA is..' notification, from the admin Communications tab in Settings.

How are ETA's Calculated?

Onfleet ETAs are calculated by combining data from Google's Distance Matrix API and data obtained from sensors on the driver's smartphone. This allows us to adjust the provided ETA with real conditions on the ground resulting in more accurate, reliable estimates.

Read more about our machine learning algorithms in this article.

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ECT

Estimated Completion Time (ECT) displays an estimated time of completion for all tasks assigned to on-duty drivers in your dashboard's sidebar. This estimate is based on Onfleet's proprietary machine-learning algorithm, which considers historic data from your specific organization.

Note: This feature is only available in the Basic plan and above. For more info about Onfleet's plans, visit our pricing page.

The ECT is denoted in the sidebar by a flag icon facing to the right, followed by the estimated time.

Delayed tasks have a flag icon that is colored according to the relative delay:

Gold flag: 1 - 30-minute delay

Orange flag: 30+ minute delay

Note: Estimated Completion Time (ECT) is different than the Estimated Time of Arrival (ETA).

ECT estimates the time that the task will be completed, including service time calculated by Onfleet (if not explicitly set for the task).

ETA is shown for the active task and estimates the time until the driver physically arrives at the task location.

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In this article, you will learn how to access completed task information such as route details and timeline.

This article covers:

View Task Details

Task Route

Timeline

View Task Details

Task details provide dispatchers with an overview of a task's recipient, assigned driver, destination, scheduled time, and details. The Timeline section is updated with task creation time, start, completion, arrival, departure, as well as any photos, barcodes, or signature collected, as the driver progresses.

As a dispatcher, you can view task details from the dashboard in the following ways:

Double-click on task

To view task details such as creation time, recipient name and phone number, destination details, and notes, simply double-click a task on either the sidebar or map. This will open the task modal with all details relevant to this task.

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Double-click on task (post-completion)

Upon task completion, photos, signatures, completion notes, task timeline, and feedback collected are instantly synced to the dashboard and will appear at the bottom of the task details modal. The 'View Route' option allows the dispatcher to review the route taken by the driver to complete the task.

Note: Dispatchers can alternatively export tasks as a CSV file to view task details.

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Task Route

The completed task route shows the physical route taken by the driver, from the time that the driver starts the task to its completion. The dispatcher may review the timestamp for any point along the route, the task duration, and the total distance traveled by the driver.

To view the completed task route after a task has been completed, select the 'View Route' button at the bottom of the task modal. Drag the driver icon along the route to view details about the location and time. Red pins indicate task to start, departure, and arrival locations.

Note: As some location processing must be performed for this feature, it may take a few minutes before the 'View Route' button is available in the completed task modal.

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Timeline

Tasks have timestamps for the following events in the task's Timeline section:

Task created: the time that this task was created

Task started: the time that the worker started this task

Task completed: the time that the worker marked this task complete

Task arrival: can either be the last time that a worker arrived within 150m of the task destination or when the worker has marked the task as completed

Task Departure: can either be 60 seconds after the has started or the driver has traveled over 100m from the start task location

Driver departed: is either 60 seconds after the task has started, or when the driver has traveled 100m from the start task location (whichever comes first)

Driver arrived: is either the last time that a worker arrived within 150m of the task destination or if they never are within 150m of the task destination, it is the same as 'Task completed'

destinationLonLat: This is the destination location in Longitude and Latitude.

completionLonLat: This is the completion time location in Longitude and Latitude

As a task progresses toward completion, more timeline events will be populated.

Tasks may also have the following attachments:

Photo

Barcode

Signature

Note: attachments (if collected by the driver) aren't available until after the task has completed. There may be delayed availability for some attachments, depending on driver mobile bandwidth, reception, duty status, and/or Onfleet processing.

In this article, you will learn about theOnfleet mobile dashboard that can be accessed from any device for an on-the-go dispatching experience.

dashboard filtering

Simply navigate to www.onfleet.com and click 'Login' in the upper right-hand corner to log in with your admin or dispatcher credentials, or 'Dashboard' if you've logged in previously from that browser.

The mobile dashboard is designed to be very similar to the standard dashboard, for a seamless dispatching experience. There are a few key differences that make dispatching easy on smaller touch screens.

Multiple task selection and assignment:

Separate 'Sidebar' and 'Map' tabs:

Note: search and are found in the 'Sidebar' tab.

In this article, you will learn how toquickly access diagnostics information to identify the root of any potential browser issues. This can be especially useful when communicating with our support engineers or troubleshooting dashboard performance issues.

To access the diagnostics report, simply use the keyboard shortcut ALT + SHIFT + L to see the most current report.

This is an example of the diagnostic report. You can simply screenshot this and send it to our support team when attempting to troubleshoot dashboard issues.

In this article, you will learn how to access beta released features, simply by toggling your dashboard view.

If you organization has opted into Beta Testing you will see this dropdown in the upper-left hand corner of your dashboard. Simply use the dropdown to toggle your dashboard version to an "Upcoming release [Beta]":

[email protected]

The stable "Production version [Default]" can always be selected to return to the standard dashboard if you experience any issues with the beta version.

If you do experience issues with any new beta release features, please email them to so we can resolve them prior to a wider release.

Thanks for being a beta tester! We really appreciate it. Your input will help us improve our product for all users.

In this article, you will discover how tasks can be assigned to drivers automaticallythrough the Onfleet dashboard, bulk task import or via API and Zapier.

Note: Drivers must be active (idle or in-transit) to be considered in an auto-assignment decision. Once a driver is chosen, the task will be appended to the end of their assigned task list.

This article covers:

Auto-assign via Dashboard

Auto-assign via Bulk Task Import

Auto-assign via API and Zapier

Auto-assign via Dashboard

Dispatchers can quickly auto-assign unassigned tasks within the

Select a task or tasks to be auto-assigned from the sidebar. Right-click and choose autoassign tasks from the context menu.

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Choose criteria for assigning to drivers:

To closest driver: This will auto-assign the task to the driver who is currently the shortest distance from the new task's destination.

To shortest route: This will auto-assign the task to the driver who, upon assignment of the new task, will have the shortest total distance to travel. This calculates the distance from the active driver's last-known location to their active task if there is one, and through to each of the ordered destinations corresponding to the driver's assigned tasks, with the final computation being from their last-assigned task to the newly-created one.

Note: If your organization is using team assignment, tasks which are auto-assigned from within a team will be restricted to drivers in that team.

(Optional) Select advanced options:

Limit assigned tasks per driver: Sets an upper bound to the number of tasks a driver can be assigned at once. For example, if the limit is set to 2 tasks, a driver who already has 2 tasks assigned will not be eligible to receive the auto-assignment, even if they are the closest or have the shortest route.

Ignore linked tasks: This will auto-assign tasks to drivers without consideration for any linked task structure. Note: This may separate linked tasks across multiple drivers. Contact us if you're not sure if this option is right for you.

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Auto-assign via Bulk Task Import

Tasks can be auto-assigned to specific teams, drivers or organizations, during the bulk task import process. Follow the steps to do this:

Simply create a column within your CSV or Excel import sheet calledteam, driver ororganization. Fill in those columns according to where you want those tasks to be auto-assigned.

While importing through the import wizard, select the appropriate column in the assign to field, as shown below.

Upon task import, the tasks will be auto-assigned to the designated team, driver or organization.

Note: if the field is blank within your import sheet, the task will be imported as a universally unassigned task.

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Auto-assign via API and Zapier

Auto-assigning tasks via the Onfleet API or Zapier integrations is the more robust, and preferred, method for auto-assigning tasks within Onfleet. Please refer to our API docs and Zapier support articles for further assistance.

Additionally, feel free to reach out to [email protected] with questions about how we can help you get fully integrated with Onfleet.

In this article, you'll learn how utilizing keyboard shortcuts can save you time and clicks when managing your operations.

Note:Keyboard shortcuts applyonly to the Onfleet dashboard (they do NOT apply to other views like Analytics, Table view or mobile dashboard).

Here's the full list of the keyboard shortcuts:

Shortcut

Behavior

Mac

Windows

Show help modal

opens help window to access user guides, demo videos, contact support, etc.

? key

? key

Create new task

opens new task window

T key

T key

Create new driver

opens window to create and invite a new driver

D key

D key

Import tasks

opens import task window for uploading a file or batch of tasks

Ikey

Ikey

Export tasks

opens window to export and download a csv of task data

E key

E key

Center in map

center on any task(s) highlighted in sidebar, or centers back to where there are tasks on map

Z key

Z key

Select all (contextual)

if sidebar task selected, then all tasks in grouping will become selected. If no sidebar task selected, then all Unassigned tasks become selected

holdCMD + Akey

holdCTRL + Akey

Deselect / cancel action

cancels an action, or removes any selection in progress

ESC key

ESC key

Show all drivers

animates driver location of all "on duty" drivers

CMD key

CTRLkey

Select tasks in range (sidebar)

select/ highlight multiple tasks from sidebar

holdSHIFT + use mouse

holdSHIFT + use mouse

Add task in selection

select/ highlight a task and add more tasks to selection

holdCMD + use mouse

holdCTRL+ use mouse

Select tasks in a region (map)

if using map overlays- select all (unassigned) tasks within map region- typically used with Route Optimization

holdSHIFT + use mouse

holdSHIFT + use mouse

Link tasks

select task to drag onto another task to link the tasks together

holdALT + use mouse

holdALT + use mouse

Show diagnostics

opens diagnostic window to detect any common browser issues

holdALT + SHIFT + L

holdALT + SHIFT + L

Delete all tasks

allows for deletion of tasks based on chosen constraints

holdCTRL + ALT+SHIFT + C

holdCTRL + ALT+SHIFT + C

Here's a video that will walk you through the keyboard shortcuts available within your dashboard:

In this article, you will learn a few extra tips and tricks for managing tasks.

This article covers:

Force Complete a Task

Reverse Task Order

Update task order from Map view

Force Complete a Task

You can force complete and in-transit tasks through the dashboard. A force complete may be needed due to something happening while the driver is on a task that would prevent them from completing the task within the app.A few examples could include:

Driver simply forgets to complete a task

Device runs out of battery while active on a task

Order is canceled by the customer while delivery is in progress

The driver will receive a push notification in their app when a task is a force completed.

Note: the task must first be started by a driver before the 'Complete Task' option is available in the right-click menu.

There are two ways to force complete a task from the dashboard:

Right-click on task in the sidebar

Simply right-click on the active task in the sidebar and select "Complete task" from the options to reveal the force complete task view. From there, you can mark the task as "successful" or "failed", leave notes and choose whether to notify the recipient.

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Double-click on task in the map

You can also double-click on the active task in the map to reveal the same force complete task view. From there, select from the same options outlined above to complete the task.

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Reverse Task Order

As a dispatcher, you can quickly reverse the order of the tasks on a driver's task list with a few clicks. This can save you time and eliminate mistakes when reshuffling tasks within your dashboard. Double click on the driver's name, then choose the actions drop-down before selecting "reverse task order":

Here's a full video that will walk you through how to reverse the task order:

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Update task order from Map view

You can manually update a driver's task order while on the map view in the dashboard by clicking-down on a task pin, and dragging the task pin to the order you would like it to be in. A gold line will appear which indicatesthe task that will be inserted next in that driver's route.

In this article, you will learn some best practices for managing linked tasks, which are a set of tasks that must be completed in a specific order.

This article covers:

Enable/ Disable Linked Tasks

Assign Linked Tasks

Unlink Tasks

Linked tasks are a set of tasks with a specified order that should be completed by a single driver, sequentially. The order is preserved across assignments and optimizations. Task linking allows you to associate tasks with a dependency structure. This is useful if your operations require more than one stop to fulfill an order, or when you want to enforce a task(s) as a prerequisite to another. There is no limit to the number of links that you can create, however circular dependencies are not permissible. For instance, you cannot make Task A a prerequisite to Task B if Task B is already a prerequisite to Task A.

Pro Tip: you can set up notifications triggered by the dependency structure. For example, set up a notification to send once the pickup task has been started. For more information please check out the "Dependency Notifications" section of the Communications and Notifications article.

Note: This is an advanced feature and has been designed for companies that require a dependency structure to operate. If you are unsure if task linking is right for you, contact us and one of our Customer Success Managers will review your business model and needs.

Enable/ Disable Linked Tasks

To link/unlink tasks in the dashboard, you must first enable the feature. This can be done by checking Enable linked task management in the Add-ons tab of the Admin's Settings.

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Link tasks together

To link a task via the dashboard, simply hold the option key (alt key if you are using Windows), select a task and then hover your selection over the task that you wish to designate as a prerequisite. For more keyboard shortcuts, check out this article. After you release the mouse, the tasks will be linked together and their sidebar icons will update to indicate the link and direction of the dependency structure.

Task icons with a dot to the right of the pin have linked tasks that must be completed after. In other words, it is a "prerequisite" to those linked and must be completed before the driver can move on to the next.

Task icons with a dot to the left of the pin have linked tasks that must be completed before. In other words, they cannot be completed until all prerequisites have been completed first.

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Assign Linked Tasks

Linked tasks must be assigned to the same driver. The dashboard will enforce this requirement unless they are explicitly separated via the API or within a task's edit window. To assign a group of two or more linked tasks to a driver, simply drag and drop one of the tasks and the remaining linked tasks will follow automatically.

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Unlink Tasks

To remove a task's link(s), simply click the task in question and all of its linked tasks will appear highlighted.

Right-click on the task to view a chain icon with the directions "Unlink this task". Click that option and the task will be removed from the link.

If you would like to remove all link relationships at once, right-click the task and choose Unlink All

You can also unlink tasks directly from the map. Simply click on a linked task pin on the map and all linked tasks will highlight. Then, click the chain icon to break the link.

Create notifications for linked tasks

You can create custom SMS notifications that are automatically sent to your recipients when a driver has started and/or completed a task (pickup or dropoff) that has dependent tasks linked to it.

For more information, please review Dependency Notifications.

In this article, you will learn how to access all proof of delivery details once a task has been completed. Proof of delivery includes required photos, signature, barcode scans and any other information that is collected during task completion.

This article covers:

Double-click Completed Task

Task Export

Double-click Completed Task

To view task details such as creation time, recipient name and phone number, destinationdetails, and notes, simply double-click a task on either the sidebar or map. This will open the task modal with all the details relevant to this task.

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2. Double-click on task (post-completion)

Upon task completion,photos, signatures, completion notes, task timeline, andfeedback collected isinstantly synced to the dashboard and will appear at the bottom of the task details modal. The 'View Route' option allows the dispatcher to review the route taken by the driver to complete the task.

Timeline

Tasks have timestamps for the following events in the task's Timeline section:

Task created: the time that this task was created

Task started: the time that the worker started this task

Task completed: the time that the worker marked this task complete

Driver departed: is either 60 seconds after the task has started, or when the driver has traveled 100m from the start task location (whichever comes first)

Driver arrived: is either the last time that a worker arrived within 150m of the task destination or if they never are within 150m of the task destination, it is the same as 'Task completed'

As a task progresses toward completion, more timeline events will be populated.

Tasks may also have zero or more of the following attachments:

Photo

Barcode

Signature

Note: attachments (if collected by the driver) aren't available until after the task has completed. There may be delayed availability for some attachments, depending on driver mobile bandwidth, reception, duty status, and/or Onfleet processing.

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Task Export

The second method is to export a full task data set, which will provide a CSV file with all of the information associated with your organization's task history during a specified window.

Once exported, open the spreadsheet and navigate over to the desired columns labeled:

signatureUrl

photoUrl

feedbackRating

feedbackComments

barcodesCaptured

trackingViewed

signatureText

Note: Pictures and signatures will be in the form of URLs (see examples here: signature or photo ).

In this article, you will learn about metadata, and how to apply it as a means of customizing Onfleet further to meet your needs. Metadata is an advanced feature that allows for customized fields and data types on most Onfleet entity types.

This article covers:

Overview

Editing Metadata

Overview

Metadata is optional, user-defined data that can be set for any dispatcher, driver, destination, task, or recipient via the Onfleet API. This can be a useful extension beyond the available Onfleet fields for processing by custom-built business rules, as evaluated by the Onfleet API or Zapier, or as an indicator for dispatchers.

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If the metadata visibility is set to 'dashboard', then it will be visible to dispatchers from the dashboard for any tasks, recipients, or drivers where it is applied.

Dispatchers can copy metadata objects and arrays by clicking on the copy symbol in the upper right-hand corner of the object/array.

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Editing Metadata

Boolean, string, and number metadata types can be edited directly from the dashboard by dispatchers, however, array and object types can only be viewed.

To edit metadata, click the 'Edit' button in the lower left-hand corner.

In this article, you will learn how to successfully troubleshoot the most common geocoding issues, and also what is recommended as your optimal setup for dispatching.

This article covers:

Destination Address Doesn't Geocode

Optimal Dispatching Setup

Destination Address Doesn't Geocode

The task destination is one of the most fundamental concepts of an Onfleet task. In many cases, it is necessary to geocode (convert an address into latitude and longitude coordinates) the recipient's submitted address in order to determine a task's destination.

Onfleet uses Google Maps API to geocode addresses, as they are the premier option with the most data available for this function. It does a very good job in most cases but, as with any geocoder, there are limitations, and there will inevitably be some unrecognizable addresses that cause geocoding (and hence, task creation) to fail.

Onfleet will only accept geocoded solutions with a high degree of confidence. If there is any ambiguity, including multiple potential matches, geocoding will fail.

There are several possible scenarios where geocoding fails, according to how tasks are created:

Task import

Result: Geocoding fails

Result: Geocodes to wrong destination

From the dashboard

Result: No destination suggestions

Result: Destination suggestion doesn't geocode (error will appear near Destination field)

Solutions:

Enter the address on Google Maps to determine whether the address is known

Use the address, as formatted by Google, to geocode

If the street number is missing in the fully resolved Google Maps address, there is not enough information about that address to geocode from Onfleet.

Use coordinates derived from Google Maps to create the task

Remove any apartment/suite numbers in the address being geocoded. Those belong in 'Address Line 2' only.

Create the task from the Onfleet dashboard map

Make use of a secondary geocoding service and use resulting coordinates in Onfleet

Get the recipient's destination coordinates during your checkout process, and submit those coordinates when creating tasks to skip geocoding entirely.

For more in-depth geocoding solutions, check out our ' Tricks for Importing Large Quantities of Tasks with Onfleet ' blog post.

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Optimal Dispatching Setup

Browser

While Onfleet is supported on Firefox, Chrome, and Safari, we consistently find that Firefox is the fastest/most performant browser of the three. Using the latest version of Firefox is highly recommended.

Regardless of which browser you use, browser extensions can still interfere with the Onfleet Dashboard so removing as many of these as possible is advised. We also recommend running Onfleet without other tabs open.

In summary:

Run Onfleet in the latest version of Firefox without extensions

Run everything else in another browser

Hardware

If you are trying to view more than 1,000 tasks in the dashboard, we recommend having at least 8GB of RAM on your computer and a dedicated GPU.

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In this article, you will learn about some ancillary feature sets that should be set up in order to take full advantage of Onfleet's powerful route optimization tool.

Billing note: Route optimization is included with all basic, premium, and professional plans. For more details please visit our pricing page.

This article covers:

Overview

Define Task Quantity and Service Time

Overview

To create optimized delivery routes, enable route optimization in the "Add-ons" tab of your administrator's dashboard settings.

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Onfleet's route optimization algorithm considers hubs, delivery locations, time windows, driver schedules, vehicle capacities, service time, real-time/ historical traffic data and road speeds/ restrictions.

In order to utilize Route Optimization you must:

Create a Hub(s)

Assign a Team to the Hub(s)

Optionally, you may:

Create Driver Schedule

Setup Driver Capacity

Setup Task Quantity (see below)

Define Task Service Time (see below)

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Define Task Quantity and Service Time

To provide further flexibility when planning optimal routes, tasks can optionally include individual "Quantity" and "Service Time" values. You must enable route optimization to use this feature.

Quantity is used with the capacity to ensure routes are created which fit the constraints of a driver's vehicle.

Service Time describes the time a driver is expected to spend at a task's destination. When defined for an individual task, this service time value will override the global service time value defined when optimizing tasks.

Set a task's quantityor service timeby double-clicking a task on the sidebar or map and click "Edit". Enter the value into the designated quantity and service time fields, or use the arrows on the right to increase/decrease the value. Hit "Save" to apply the changes.

Note: Units used for task quantities must match the units used for driver capacities. If a task does not have an individual quantity defined, we assume a quantity of zero.

In this article, you will discover how to schedule an import of tasks to recur according to a pre-defined schedule.

This article covers:

Overview

Running Scheduled Imports

Error Handling

Overview

To begin, simply click schedule import to repeat from the final step of the task import.

All the recipient, destination, and task data from the import will be saved for use in the scheduled import. Complete before and complete after timestamps will also be saved, however, the date used will necessarily be changed to the date of the scheduled import.

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Setting Parameters for Scheduled Import

Once in the scheduled imports wizard, you will be able to configure a number of parameters:

Name: The name of the scheduled import. This will be used to identify your import.

Starting On: The date this scheduled import can begin.

Occurs: The frequency of the scheduled import:

Once: The scheduled import will run on the starting on a date, then stop.

Daily: The scheduled import will run every day starting with the starting on a date.

Weekly: The scheduled import will run with the first day specified following the starting on a date.

On: The days of the week chosen for the weekly occurrence.

At: The time and timezone the scheduled import will run.

Once you click "Done", a confirmation message will be shown indicating the import was successfully scheduled.

View / Edit Scheduled Imports

To view existing scheduled imports, open the import wizard or use the keyboard Ctrl + i ( Cmd + i on Apple). Click the button labeled "View scheduled imports".

Double click on the import name to edit or delete, or use the "Edit" and - in the bottom right of the list.

Here you can update all the properties for the scheduled import:

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Running Scheduled Imports

Once created, a scheduled import will run according to its schedule until deleted. Each run, the owner will be sent a confirmation of the scheduled import and its results:

The scheduled action <NAME> completed successfully.This action will run again on <DATE & TIME>.

Tasks created: 202Assigned: 202Team assigned: 0Error count: 0

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Error Handling

Tasks not assigned to the expected driver: Verify the driver's name on the import file matches the driver's name on the dashboard. If mismatched, correct the driver's name in the dashboard to match the import file, or delete the scheduled import and create a new one with the updated file.

Email confirmation indicates "completeBefore must not be before creation time": Verify the complete before times listed in the import file occur after the import is scheduled to run.

Scheduled import has a status of "Stopped" in the dashboard: Verify that an owner is defined for the scheduled import and that your billing status is current.

Scheduled import has a status of "Error" in the dashboard: Contact Us

In this article, you will explore Onfleet's analytics tab allowing admins and dispatchers to view historical task and driver data in actionable graphics.

This article covers:

Analytics Tab

Analytics Export

Analytics Tab

To access your organizations Analytics page, simply login to the dashboard and click the "Analyze" tab at the top of the page.

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To begin, you can modify the period, team, and driver parameters in the upper right corner of the page to fine-tune your view.

Task analytics are broken up into five key metrics:

Completed Tasks (Succeeded or Failed)

Delay Time

Service Time

Task Type (Drop-Off and Pickup)

Feedback

Simply click on each metric to take a closer look at the associated data.

Driver analytics are broken up into two metrics:

Distance (In-transit and Idle) traveled

Time (In-transit and Idle) while on-duty

This data is particularly useful for employee timesheet tracking and mileage reimbursements. As with task analytics, simply click on each metric to zero in on the associated data.

These data sets are refreshed every 10 minutes and can be broken down by:

Time (Day, Week, Month)

Day of Week, Hour of Day

Drivers by using the drop-down menu beneath the bar graphs.

How Analytics are calculated

Completed Tasks: tasks per hour = (total task count/time all drivers spent active)

Delay Time: minutes per task = (total minutes delayed for all tasks, each at most 90 minutes) / total number of delayed tasks

Service Time: minutes per task = (total minutes for all tasks, each at most 30 minutes) / total number of all tasks

Task Type: drop-off to pick-up ratio = (number of drop-off tasks / number of pick-up tasks)

Feedback: stars = average rating

Distance: unit per task = (total distance active + total distance idle) / total number of tasks

Time: minutes per task = (total duration active + total duration idle) / total number of tasks

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Analytics Export

Dispatchers can download a .zip file containing CSV formatted data used in each of the analytics visualizations. This data can be used for custom analytics outside of Onfleet or stored for future reference.

To perform an analytics export, click the "Export to .csv" button found in the right-hand panel.

The analytics export window allows the dispatcher to specify the period, team, and driver that are included in the export. Analysis data can be grouped by date, month, an hour of the day, week, day of the week, and/or by the driver. Each report grouping that is selected will produce a separate CSV for that analysis.

Analytics History

Your analytics history is based on your billing tier:

Starter: 30-day

Basic: 90-day

Premium: 1-year

Professional: Unlimited

For more details please visit our pricing page or click here to open a Support Ticket.

In this article, you will discover how to export task data outside of the Onfleet platform, to perform your own analysis if desired.

This article covers:

Overview

Automatically Delete Unwanted Columns in Task Export

Overview

The export feature is useful for performing your own analytics on your Onfleet data, such as determining the average duration of tasks last month, assessing driver performance, as well as accessing photos, signatures, completion notes, and feedback for historical tasks.

Tasks can be exported by clicking the down arrow icon in the toolbar or by using the hotkey "E".

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Adjust the filters and click Download to export a CSV file of your tasks. An email will be sent to you within a few minutes containing a link to download your export. The file that is downloaded is a CSV, in plain text, and no formatting is applied. We recommend that you open the file in a plain text editor, or ensure that your spreadsheet application of choice does not apply automatic formatting.

Note: If you would like to automatically remove columns you don't need, you can do so using an Excel macro. Follow our guide here.

Column Headers Definition

Here are some common column headers within an exported CSV file and their definitions:

Header Name

Definition

Driver Number

A unique identifier for each driver within that export. The number is a driver ID shorthand for export use only and is only consistent within the exported file.

Task Number

This applies for assigned tasks only. This is the order of the task in the driver's assigned task list.

shortId

This is the task identifier.

departureTime

This time is either 60 seconds after the task has started, or when the driver has travelled 100m from the start task location (whichever comes first).

arrivalTime

This time is either the last time that a worker arrived within 150m of the task destination, or if they never are within 150m of the task destination, it is the same as 'Task completed'.

startTime

This time is the moment that the driver swipes/holds to start the task.

completionTime

This time is the moment that the driver swipes/holds to complete the task (after meeting any task completion requirements).

Limitations

All task exports are restricted to a 32-day period, for all plan types. In order to export tasks over a longer period, it will be necessary to generate multiple task exports and later combine them into a single document. As an alternative to bypass the 32-day limitation, you can use our open-source developer tool for task exports.

Your export history limit for completed tasks is based on your plan type:

Starter: 30-day

Basic: 90-day

Premium: 1-year

Professional: Unlimited

Note: There is a 10,000 task limit per export, regardless of the billing tier.

For more details please visit our pricing page or click here to open a Support Ticket.

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Automatically Delete Unwanted Columns in Task Export

If you use the task export for generating route sheets, manifests, or labels, you may want to quickly remove columns that aren't relevant. Below is a step by step instruction for creating an Excel macro inside a spreadsheet to automate the process. Once configured, simply paste data in your macro-enabled sheet and run the macro.

Step 1:

Download "Onfleet_Macro_Template.xlsm" (attached at the bottom of the article) - this is a blank macro-enabled workbook and comes with the macro installed. This will prevent you from having to copy/paste the macro text every time you want to run it.

Note: Make sure you download the file. Do not open in Google Sheets.

Step 2:

Export tasks from the dashboard. Open the CSV file and copy all the data, including the headers. This can be done with hotkeys:

Mac: Hold Cmd + A and then Cmd + C

Windows: Hold Ctrl + A and then Ctrl + C

Step 3:

Paste the data from the export into the "Onfleet_Macro_Template.xlsm". DO NOT select all to do this. Simply paste the data into the first cell "A1".

Step 4:

Enter the Visual Basic Editor in the template file. To do this, select "Tools" from the options taskbar in Excel, hover over the "Macro" option, and select "Visual Basic Editor".

Step 5:

Select the columns youd like to include in the spreadsheet. You can refer to the column numbers in the table below as a guide. In the fourth line in the Visual Basic Editor, enter the column numbers which youd like to keep after the "S = ".

For example, if you only want the columns: "Driver Number", "Task Number", "shortId", "status" you would enter: s = ",1,2,3,4,"

Note: keep the commas as entered above

Step 6:

Exit out of the Visual Basic Editor. To run the macro, go back to options and hover your cursor over "Macro" and select "Macros". Select the macro "RemoveColumns" and hit "Run". If done correctly, the program should delete all the columns except those you have selected. Please give Excel up to 30 seconds to execute the macro.

Save your new workbook as a different filename so you can reuse the workbook. Now that you are configured, simply paste data in your macro-enabled sheet and run the macro whenever you want to remove the unnecessary columns!

Columns:

Column Name

Column Letter

Column Number

Driver Number

A

1

Task Number

B

2

shortId

C

3

status

D

4

creatorOrganization

E

5

executorOrganization

F

6

workerName

G

7

destinationAddress

H

8

destinationLonLat

I

9

recipientsNames

J

10

recipientsNumbers

K

11

completeBeforeTime

L

12

completeAfterTime

M

13

creationTime

N

14

startTime

O

15

completionTime

P

16

didSucceed

Q

17

completionNotes

R

18

completionLonLat

S

19

distance

T

20

taskDetails

U

21

recipientNotes

V

22

signatureUrl

W

23

photoUrl

X

24

feedbackRating

Y

25

feedbackComments

Z

26

forceCompletedBy

AA

27

startLonLat

AB

28

departureTime

AC

29

departureLonLat

AD

30

arrivalTime

AE

31

arrivalLonLat

AF

32

taskType

AG

33

dependencies

AH

34

failureReason

AI

35

barcodesCaptured

AJ

36

trackingViewed

AK

37

signatureText

AL

38

metadata

AM

39

In this article, you will discover details about the mobile app, and the data usage to expect while running the app.

This article covers:

Mobile Data Usage

Telephony

Mobile Data Usage

All drivers using Onfleet must have mobile internet access. Driver daily mobile data usage varies by use case. Organizations that require photos and/or signatures upon task completion tend to have the highest mobile data usage rates.

Average daily driver data usage:

Upload: 200 KB - 1.8 MB

Download: 500 KB - 1.5 MB

Maximum observed daily driver data usage:

Upload: < 10 MB

Download: 5 MB

Note: all photos are automatically compressed before being sent to Onfleet to reduce size.

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Telephony

Telephony fees (text/SMS messages and voice) apply to all drivers who communicate with recipients, at the rate charged by the driver's mobile carrier.

Drivers outside of the US: International organizations are provisioned with dedicated phone numbers local to the organization's location,call anonymization will use the dedicated phone number for routing. SMS/voice fees may be applied by the driver's carrier in this case.

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Operating System

Onfleet Driver is available for Apple iOS 9+ and Android 4.4+ (KitKat) phones and tablets only.

Windows and Blackberry mobile devices are not supported.

Rooted devices

Rooted and jailbroken devices are restricted from Onfleet driver app access, and may not be used.

Onfleet SDK enabled apps are similarly restricted.

Onfleet apps rely on the operating system for certain security guarantees, which cannot be relied on when the device is rooted.

In this article, you will learn how to begin using the Onfleet driver app.

Signing up

Access to the Onfleet Driver mobile app is by invitation only.

A company that uses Onfleet must first add you as a driver before you can log in. A company here refers to an employer of drivers that provide driver screening, orientation, payroll information (paychecks & earnings), and support to all other driver operations. Contact your dispatcher team directly when you need access to these before mentioned information.

Mobile App

Once you have been invited to your organization's instance of Onfleet you should receive an SMS message with a download link ( https://onfleet.app ) which redirects to the appropriate app store based on the device that opens the link. The SMS also includes a temporary password. Upon first login, you will be prompted to set a permanent password.

In case you forget your permanent password you can reset it by opening up the Onfleet driver app and tapping the "Forgot" button in the password field.

You will then be prompted to confirm this password reset:

Upon confirming this password reset, you will receive an SMS with a temporary password:

You should copy the temporary password you received in the previous step and return to the login screen within their mobile app. Enter the temporary password and tap Log In:

Then you'll be prompted to choose a new password, and hit confirm:

You will be returned to the original login screen, where you can enter their phone number and the new password:

Lastly, by tapping Log In you should successfully be logged in and see the standard off duty screen:

Download a PDF of our Driver QuickStart guide below.

In this article, you will learn how to begin using Onfleet, once you have been invited by an administrator, even if you work across multiple organizations.

Accepting a Pending Invite

Drivers that have registered their phone number to drive for more than one organization using Onfleet are able to easily switch between the organizations that they drive for.

Pending organization invites are shown upon mobile app login (see below for more details).

After being added to a second organization you will receive another SMS that will prompt you to go off duty and log out of the Onfleet Driver app completely, and then log back in.

You will then be presented with a drop-down menu selection that will allow you to select the organization with the pending invitation.

You will then have that pending invite confirmed with the following prompts:

Going on duty for different organizations

Once confirmed, going on duty will then show the task list for the organization selected.

To switch organizations, go off duty, tap the drop-down menu, select the organization to drive for, and then go back on duty.

In this article, you will learn how to access your account settings and find important information regarding your account.

This article covers:

Settings

Navigation Preference

Power Saving Mode

Auto Advance

Remind Task Completion

App Version

Settings

To access the Settings page of the driver application, you must first go "On Duty" by sliding right on the grey toggle switch at the top of the screen.

Next, open the main menu by tapping the hamburger icon in the upper left corner to reveal the Settings option at the top of the list. Once there, you will have the opportunity to adjust your Name, Phone Number, Profile Picture, Vehicle Type, License Plate Number, Vehicle Color, Default Navigation App, and Language.

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Navigation Preference

You can select your preferred navigation app (Google Maps, Apple Maps, Waze or Here) depending on which apps you have installed on your device. Make all desired changes and tap "Done" to save.

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Power Saving Mode

You can turn on "Power Saving Mode" to conserve the battery power of your device while on the road. This mode can be turned on and off within the settings tab in their driver app.

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Auto Advance

Turn on "Auto-advance to the next task" for a streamlined workflow. This can be turned on or off within the settings tab in the driver app by clicking the radio button.

When using the app, and upon completing a task- the app will then automatically queue up the next task on the list.

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Remind Task Completion

The 'Remind Task Completion' setting is enabled by default. When enabled, this setting alerts drivers via push notification to mark the task as completed in the case that the driver leaves the active task's destination.

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App Version

To find what version of the app you are running, go to your settings, then scroll down to the bottom to view App Version.

In this article, you will become acquainted with the basics of the Onfleet mobile app, as well as learn how to reset a password.

This article covers:

Driver Overview Video

Reset Driver Password

Driver Overview Video

Check out the video below for some of the following topics:

Downloading the app

Logging in for the first time

Changing basic driver settings

Viewing tasks in both list view and map view

Successfully completing a task

Navigation to tasks

Failing a task

Capturing proof of delivery

An introduction to the Analytics tab

An introduction to in-app Chat

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Reset Driver Password

Drivers can reset their own passwords directly in their mobile devices. They should start the process by opening up the Onfleet driver app. They should then tap theForgotbutton in the password field.

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The driver will then be prompted to confirm this password reset:

Upon confirming this password reset, the driver will receive an SMS with a temporary password:

The driver should copy the temporary password they received in the previous step and return to the login screen within their mobile app. They should enter the temporary password and tapLog In:

The driver will then be prompted toChoose a new password. They should enter a new password and tapConfirm:

This driver will be returned to the original login screen, where they can enter their phone number and the new password that they just set:

Lastly, by tappingLog Inthe driver should successfully be logged in and see the standard off duty screen within their mobile app:

In this article, you will find a comprehensive walkthrough describing how to complete tasks that have been assigned to you by a dispatcher.

This article covers:

Task View

Getting tasks

Start a Task

Navigate to Destination

Contact Recipient

Complete a Task

Basic Proof of Delivery

Failure to Complete a Task

Task View

After going "On Duty" with your organization, tasks that have been assigned to you will be populated into your app. You may choose to view these tasks in a list or in a map view. Toggle the icon in the upper right to switch between these views.

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Getting tasks

Assigned tasks are shown in both the driver's task list and task map views.

Tasks must be assigned to drivers by dispatchers: If there are no tasks shown in the task view, then that indicates that no new tasks have been assigned to the driver from dispatchers for that organization.

Drivers should contact their dispatchers directly for task assignment related questions. Onfleet does not assign tasks to drivers.

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Start a Task

Start a task by tapping on it in the list view, and holding the "Hold to Start" button at the bottom of the screen. The task will start after 3 seconds have elapsed. Until then, you may cancel the task by releasing the button. Once the task has been started it must be completed before starting another task or going "Off Duty".

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Navigate to Destination

Tap on the destination address in the task details screen and tap "Directions" to navigate using either Google Maps, Apple Maps, Waze, or Here (you can set your default GPS app under Driver App Settings ).

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Contact Recipient

If communication initiation is enabled by your organization's administrator, you will be able to tap on the corresponding icon near the recipients name in the task details screen to call or message them. If communications are set to be anonymized, calls and messages will be directed to the Onfleet service phone number and routed to the recipient via our telephony partners. Otherwise, they will go directly from the drivers number through to the customer.

Note: Only the recipient of the task currently in progress may be contacted. Once the task is completed, he or she can no longer be contacted. If a recipient attempts to contact the driver through the Onfleet service phone number once a task has been completed, it will not go through for anonymized communications. Your organization's administrator will receive email alerts notifying them that these communications were attempted.

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Complete a Task

In most cases, a task should be completed from the driver app. This will ensure all task completion details including completion location are captured. A driver can simply tap the "Tap to Complete" button at the bottom of the active task's view. Occasionally, your dispatcher may "Force Complete" a task from the dashboard or API.

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Basic Proof of Delivery

Once a task has been completed the completion screen will appear, allowing a status to be set (Succeeded or Failed), multiple photos to be attached, a signature and/or barcode to be captured, and some notes to be entered (e.g. "Left package with front desk").

To take additional photos, simply tap on your first photo and select "Take New Photo".

In some cases, these attachments may be required by your organization and must be included before being able to successfully complete the task.

Note for Android users: photos taken from the Onfleet app are stored temporarily in the device's Onfleet directory. Due to various implementations of the Android OS, these photos may be preserved on some devices.

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Failure to Complete Task

There may be a situation in which a driver is unable to complete a task. In those situations, select "Failure" and choose the most appropriate reason for failure from the list:

Driver/ vehicle incident

Destination unreachable

Recipient unavailable

Refused- incorrect/ missing items

Refused- damage

Other

You may also put additional notes into the "Details" open text field.

In this article, you will find details on how to communicate with dispatchers while in the field without leaving the Onfleet driver app.

Note: Chat must be enabled by your organization's administrator and is only available for organizations in the Basic tier and above.

Chat

To access chat, click the chat bubble icon in the lower right corner of the mobile app. To start a new conversation click the + chat icon in the upper right, then select the appropriate dispatcher.

You can also include photos and screenshots, as well as voice notes, in messages:

Broadcasts (announcements that dispatchers and administrators can send out to all drivers and dispatchers) will be visible from the app's main menu. Access these announcements by tapping the hamburger icon in the top left and selecting the Announcements tab. You will not be able to respond to these communications, as they are one-way only.

In this article, you will find helpful tips for running the Onfleet mobile app on your device.

This article covers:

Hardware

CDMA vs. GSM Networks

Memory and Battery Life

While the Onfleet driver app is both iOS and Android compatible and carrier-agnostic, you should become familiar with some of the most common issues that can impact connectivity and performance.

Hardware

For optimal experience, we recommend that drivers invest in the newest model Android/iPhone available, running the latest OS. If that's not possible, minimum hardware requirements are as follows:

iPhone 6 and above (OS version 9+)

iPad 2 and above (OS version 9+)

Newer Android models (OS version 4.0+ running at least 1GHz processor and 1GB RAM)

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CDMA vs. GSM Networks

If the driver is using a CDMA network (Sprint, Verizon, etc.), temporary disconnections can occur due to inbound or outbound phone calls. Frequent disconnections can make it difficult for dispatchers to view driver locations, and for Onfleet to accurately calculate estimated arrival times. As this is a characteristic of the network type (voice disconnects the data connection on CDMA), it is difficult to avoid if your drivers make or receive frequent voice calls while on the road.

GSM network providers (AT&T, T-Mobile, etc.) currently support simultaneous data and voice connections. If you know your drivers will be regularly making voice calls, GSM carriers are definitely the preferred option as their data connection will not be compromised.

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Memory and Battery Life

Older devices, or ones with multiple resource-heavy applications (navigation, messaging, music streaming, etc.) running simultaneously, can experience chronic connectivity and performance disruptions.

To avoid these types of issues we always recommend upgrading driver phones to the latest available OS and ensure they're using the latest version of the Onfleet app. We also recommend closing all non-essential apps. Keeping the device plugged in and charging during use is always best practice, as location tracking software is inherently battery intensive.

If, after reviewing the above troubleshooting guide, your drivers are still having difficulties using the Onfleet mobile application, please advise them to delete the app and reinstall via this link:

https://onfleet.app

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In this article, you will learn how drivers can review task analytics on the mobile app.

Drivers can review their personal task history via the "Analytics" tab, located in the center of the bottom bar in the Onfleet driver app.

This tab contains several charts that summarize the driver's historic deliveries, including:

Number of tasks completedMiles drivenTask delivery Delay timeTime on dutySelect a data point to get the number of tasks created or distance driven on that day. You can customize the date range at the top of the analytics tab of the driver app.

In this article you will learn about the Onfleet trial offer, how telephony billing works and how to view and manage your current plan.

This article covers:

Billing Overview

Frequently Asked Questions

Call/SMS Billing Records

View Current Plan

Update Payment Information

Cancel Account

Billing Overview

Trials:Onfleet offers a 14-day free trial to give you some time to determine whether the platform is a good fit for your needs. Should you have any questions during your trial, please contact [email protected].

Once your 14-day free trial has ended you will be required to choose a plan from the Plans & Billing tab in your administrator's dashboard settings.

For more information about our available plans, see Onfleet Plans and Pricing.

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Monthly plans:You will be immediately charged a prorated amount for the selected plan to cover the remainder of the current month. On the first of each following month, you will be automatically charged for the selected plan and any task overages and telephony used in the previous month.

Annual plans: You will be immediately charged a prorated amount for the selected plan to cover the remainder of the current month and for 12 additional months. On the first of each following month, you will be automatically charged for any task overages and telephony used in the previous month.

Upgrades: You may upgrade your plan at any time from the "Plans & Billing" tab of your administrator's dashboard settings. Monthly Upgrades:If you are on a monthly plan and upgrade to a higher cost monthly plan, you will be charged a prorated amount for the remainder of the month and will immediately have access to the features of the new plan. Annual Upgrades:If you are on an annual plan, you will be immediately credited with the unused months of your current plan and charged for 12 months of the new plan.

Downgrades:You may downgrade your plan within 30 days of the end of your plan renewal date. You will maintain access to your current plan's feature set until the end of the month, at which time you will be automatically downgraded to the new plan.

Credit Card Information:We do not store your credit card information, so none of your sensitive billing information ever hits our servers. We use Stripe, a PCI Service Provider Level 1 certified (the most stringent level of certification) payment processor to handle our recurring billing needs.

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Frequently Asked Questions

What is a "task"?

A task is the core unit of work to be completed by drivers (e.g. a pickup or delivery). For billing purposes, tasks are counted when completed through Onfleets driver app or through any other method, such as an API call.

Why do you require a credit card for the free trial?

We require a credit card on file to configure your billing account and issue the free trial; however, no charges will be applied until you have selected a billing plan at the end of your 14-day trial period.

Can I get a discounted rate if I do high delivery volumes?

If your business expects to use more than 25,000 tasks per month, contact our sales team for enterprise pricing.

What payment methods does Onfleet accept?

You can pay for your plans monthly or annual subscription using Visa, Mastercard or American Express. Additional payment methods are available with our annual Professional and Enterprise plans. Contact sales for more information.

Why are you charging separately for calls and SMS?

Telephony rates vary by country and usage varies tremendously from customer to customer. In order to charge for telephony fairly, we negotiate the best rates possible with our providers and then bill you for just your usage at cost (no markup).

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Call and SMS Billing Records

You can download a complete history of telephony charges from Settings > Billing > Download Telephony Records.

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View Current Plan

You can view your current plan in the Plans & Billing tab in your admin's dashboard settings. You will also be able to see how many tasks have been completed in the current month, how many remaining in your plan, any overages or telephony fees, and other important information.

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Update Payment Information

If you need to update your credit card, you can do so by clicking the Update Card button under the Billing details section of the Plans & Billing tab in your admin's dashboard settings.

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Cancel Account

Trials:It is not necessary to cancel a trial account. If a trial expires and you do not choose a plan your credit card will not be charged.

Active Plans:To request the cancellation of your account, simply click "Request account cancellation" and our support team will cancel your account and provide confirmation via your admin email address.

In this article, you will learn about Onfleet's telecommunication standards, as well as learn best practices for sending SMS messages to your customers.

This article covers:

Telephony Overview

Best Practices for sending SMS messages to your Customers

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Telephony Overview

Onfleet telephony is carrier-agnostic and should work equally across all providers. Depending on your location, Onfleet partners with telephony service providers to provide you with the most reliable and economical coverage.

For US-based organizations without a custom phone number, automated notifications and anonymized texts are sent from a fixed 5-digit shortcode: 608-29.

In compliance with shortcode industry standards, your recipients are allowed to opt-out of receiving text messages through Onfleet by responding to the keyword STOP. Whenever your recipients text the keyword HELP to the Onfleet short code, they will receive instructions to reach out to Onfleet Support.

Inbound calls and SMS messages from recipients to the Onfleet notification phone number (shortcode for US-based organizations) will be routed to either the driver or dispatcher's phonewhile a task is active.

Once a driver completes a task, the task's recipient will no longer be able to connect a call or message via the Onfleet number. If a recipient attempts a call/message after the connection is severed, we will make every attempt to determine the intended organization and send an email with details to the organization's listed email address.

Note: If you have purchased a dedicated telephone number a recipient's call and SMS attempts after a task is complete will fall-back to your Admin's phone number as defined in your settings. If an Admin's provided phone number does not support the receipt of SMS messages, they will be routed as indicated above.

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Best Practices for sending SMS messages to your Customers

Do I need permission from my customers before sending SMS text messages?

Note: The following applies to United States customers ONLY.

Text messaging your customers is covered in the Telephone Consumer Protection Act (TCPA), which is governed by the Federal Communications Commission (FCC).

Essentially, the Act states that you must disclose the following two items in a "clear and conspicuous manner" at the time of mobile phone collection:

By participating, you consent to receive text messages sent by an automatic telephone dialing system.

Consent to these terms is not a condition of purchase.

Additionally, our telephony providers will handle the following messages on long codes in accordance with industry standards (Note: This is entirely independent of Onfleet opt-out settings and will not be reflected in the recipient profile in the dashboard).

STOP, STOPALL, UNSUBSCRIBE, CANCEL, END, and QUIT will stop customers from receiving messages from your Onfleet number.

HELP will return a help message informing the customer that they can use the above commands to control the delivery of messages.

To opt customers back into the messages coming from your Onfleet phone number, please contact Support at Onfleet to complete the opt-in process.

In this article, you'll discover how to set up automatic SMS notifications, anonymize communications between driver and recipient, and set up dependency notifications (if applicable).

This article covers:

Notification Settings

Anonymize Communications

Dedicated Phone Numbers

Disable Notifications

Dependency Notifications

Restrictions

Notification Settings

The Communications tab allows an admin to set up and customize any number of automated SMS messages that can be sent to a recipient based on varying driver actions and triggers.

Note: there can only be one notification per trigger). Below the notifications window, you will have the option to select the language in which you would like to communicate with your customers.

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In this section, you will see the automated notifications that have already been configured.

Adding a new automated message

By clicking the "plus" button located at the bottom right of the notifications window, you can add new messaging based on various driver actions. The exact messaging of these notifications can be completely customized along with task-specific tags.

Triggers

Choose a trigger for the notification:

Task Startedtriggered when the driver starts the task from the driver app.

ETA istriggered when the ETA falls below a certain threshold, which you specify.

Driver Arrivingtriggered when the driver is within 150 meters (~500 feet) of the destination.

Task Completedtriggered when the driver completes the task from the driver app and marks it as succeeded.

Task Failedtriggered when the driver completes the task from the driver app and marks it as failed.

Dependency Startedtriggered when the driver has started a taskthat has dependent tasks linked toit. A notification will be sent out to all recipients attached to the dependent tasks. For more information, please review Dependency Notifications.

Dependency Completedtriggered when the driver has completeda taskthat has dependent tasks linkedto it. A notification will be sent out to all the recipients attached to the dependent tasks.

Predicted ETA istriggered when the predicted ETA falls below a certain threshold, which you specify.

Create your message by entering text or tags into the field.

Tags

Tags are variables that are replaced with text at the time the notification is sent. You can see a preview of what these tags translate into at the bottom of the notification details view.

Recipient Name -{recipientName} -The name of the recipient for this task

Driver Name -{workerName} - The driver assigned to this task

ETA - {eta} - The estimated time to arrival for the driver to reach the recipient

Vehicle Description -{vehicleDescription} - The year, make, model of the vehicle used by the driver

License Plate -{vehicleLicensePlate} - The driver's license plate

Driver Phone number -{workerPhone} - The driver's phone number

Task ID - {taskShortId} -The Task ID, as seen from the Onfleet dashboard

Address (Short) -{destinationAddressShort} - The recipient's street address (without city, state, or zipcode)

Address (Long) - {destinationAddressLong} - The recipient's street address (including city, state, and zip code)

Tracking Link -{trakLink} -a link that the recipient can click on to track the driver's location in real-time (to customize this web view, see recipient tracking page ). Once a task has been completed, this link can be enabled to automatically convert into a feedback page

Organization Name -{creatorName} - The name of your organization, as specified in Admin settings

Executor Name -{executorName} - The name of the organization that has been delegated to complete this task (for use with connected organizations )

Merchant Name -{merchantName} - The name of the organization that originally created this task(for use with connected organizations )

We do our best to handle various circumstances appropriately, for example:

If a task is started when the driver is within 150 meters of the destination and you have notifications set up with Task Started, ETA and Driver Arriving triggers, we will only send the Driver Arriving notification.

If the driver loses connectivity when the ETA is 12 minutes and re-gains it when the ETA is 6 minutes, but there is a 10 minute trigger set up, it will use the actual ETA (6 minutes) in the notification that gets sent, provided you used the appropriate {eta} tag rather than entering "10 minutes" directly into the notification text.

Removing or editing a message

Notifications can be removed or edited by clicking the buttons depicted below. Editing can also be initiated by double-clicking on the message.

Notifications language

The preferred language of your notifications can be configured with this dropdown.

Route calls and messages to

An admin can select whether to route calls coming from the recipient directly to the driver performing the task or route all of the calls back to the organization by choosing "Admin". The number found in the settings of the Admin account (Settings > User Settings > Phone number) is where those calls will be routed (for example, some organizations choose to use a Customer Service line). For more information on configuring organizational settings, click HERE.

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Anonymize communications

By checking this box, an admin can choose to anonymize all customers to driver communications. If this is selected, the phone numbers of all parties will be anonymized and communications will be limited to active tasks.

From the Communications tab in Settings, you can choose whether the phone numbers of your drivers and recipients are anonymized during communications. This is done by routing calls and messages through our telephony provider, using an Onfleet phone number.

Anonymization protects the privacy of both parties (your drivers won't see your recipients' phone numbers and vice versa) and prevents further communication outside of an active task.

If you decide not to enable anonymization, voice and SMS communications between drivers and customers will not be routed through our telephony provider and will, therefore, display the actual contact number of either party.

Note: All trigger-based, automatic SMS notifications are inherently anonymous, as they must be dispatched to recipients via our telephony provider using either an Onfleet number or your custom organization number.

You can select how you want recipient communication to be routed. By default, the option to route calls and messages to 'Drivers' is selected. This means when the task is active and the recipient calls or texts a response, the communication will be routed to the driver.

If the recipient responds after the task is completed, we make every attempt to determine the intended organization and send an email with the details to the organization's email address. If however, your organization has adedicated phone number, the recipient's communication after the task is completed will be routed to the Admin phone number as defined in your Dashboard Settings > Profile section. Should the Admin phone number listed not accept SMS, the recipient communication will be routed as stated above.

If you select the option to route calls and messages to 'Admin', then all communication from recipients will be routed to the company phone number.

If you prefer to use a local phone number to deliver notifications to your customers, we can set you up with a unique, dedicated line.

Billing note: A dedicated phone number is included with all Premium and Professional plans. For more details please visit our pricing page.

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Dedicated Phone Numbers

If you prefer to use a local phone number to deliver notifications to your customers, we can set you up with a unique, dedicated line.

Billing note: A dedicated phone number is included with allPremiumand Professionalplans. For more details please visit our pricing page.

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Disable Notifications

To disable notifications for an individual recipient, open a task of theirs by double-clicking it, or simply locate the recipient via "Search". Next, double-click the "Recipients" section. Click the "Edit" button and then check the box to the left of "Disable notifications for...". Once saved, this recipient will no longer receive automated SMS notifications.

Additionally, our telephony providers will handle the following messages on long codes in accordance with industry standards (Note: This is entirely independent of Onfleet opt-out settings and will not be reflected in the recipient profile in the dashboard).

STOP will stop customers from receiving messages from your Onfleet number.

HELP will return a message informing the customer that they can use the above commands to control the delivery of messages.

If your recipient sent a STOP request by accident, please have them text 'START' from the same number and let us know by emailing [email protected] so that we may restore their Onfleet notifications preferences.

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Dependency Notifications

You can create custom SMS notifications that are automatically sent to your recipients when a driver has started and/or completed a task (pickup or dropoff) that has dependent tasks linked to it.

If a task has been started and/or completed that has dependent tasks linked to it, a notification will be sent out to all recipients attached to the dependent tasks.

To set up notifications for linked tasks, please see Create a notification.

For tasks that are linked serially (for example, Task 1 is the parent of Task 2. Task 2 is the parent of Task 3. Task 3 is the parent of Task 4, etc) the dependency notification will only be sent once the parent task is completed.

In the above situation, Task 3 will not receive a notification until Task 2 has started.

If you prefer to have all your tasks receive a notification at the same time, you can make them dependant on a single task rather than serially.

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Restrictions

Onfleet has ananti-spamming threshold of 10 seconds (10000 ms) in our notification system thatapplies to all automated SMS messages that are system-generated(driver initiated SMS does not apply to this restriction).

If notifications are triggered too closely to one another the secondary notification will not be sent to the customer. For example:

Company A has a notification set for a `Dependency Completed` task - "Your order has been picked up from a restaurant!"

Company A also has a `Task Started` notification for its customer for when the driver begins the task.

If the driver starts the Task within 10 seconds of completing their `Dependency Completed`, then the `Task Started` notification will not be sent.

In this article, you will get insights into what your customers will see on the driver tracking page, and areas where you can customize this page to your brand and business.

The Tracking page tab allows an admin to configure the driver tracking page that customers receive.

Preview

This area will provide a preview of what your customers will see when tracking their active delivery.

Customize button

Clicking the Customize... button at the bottom of this tab will allow an admin to configure various elements within the tracking page.

Customize tab

This is the page you will see when clicking the Customize... button.

Customize accent color

Here an admin can apply a custom accent color to reflect company branding throughout the tracking page.

Customize image

Here an admin can choose to include the organization logo, driver photo or neither within the tracking page.

Customize details

Here an admin can choose to include the driver's vehicle/transportation details, name and destination details to provide further information to the customer.

Customize communications

Lastly, an admin can choose to allow a customer to call, text and/or provide feedback to the driver.

In this article you will explore how Onfleet offers a range of premium, custom branding features designed to leave your customers or recipients delighted!

This article covers:

Overview and Branding

Hide Driver Name in Recipient Tracking Page

Collect Feedback from Recipients

Overview and Branding

In addition to offering dedicated phone numbers, we offer the ability to remove the 'Powered by Onfleet' logo in the Recipient Tracking Page.

Additionally, we offer the use of a Custom CNAME for the Recipient Tracking Page URL, so that you may customize and brand the URL recipients see when they receive task notifications, as well as an offering for favicon customization so that recipients can quickly identify your brand on the Recipient Tracking page.

Billing note: Custom branding is included with all Professional plans. For more details please visit our pricing page or click here to open a Support Ticket.

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Hide Driver Name in Recipient Tracking Page

Dispatchers can choose whether to display the name of the drivers within the recipient tracking page.

To do this, simply go to the settings at the top right within the dashboard. Then navigate to the "Tracking Page" tab and click on the "Customize..." button. On the left side, you will see the checkbox to either display or hide the driver's name within the tracking page.

Be sure to click "Done" to save the changes to your tracking page settings.

Take a look at this video to see exactly how to change these settings within your dashboard:

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Collect Feedback from Recipients

You can enable a feedback form on the tracking page upon task completion, allowing your recipients to rate and provide feedback on their delivery experience.

To enable this feature, open Settings > Tracking > Customize

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Then check the "Enable feedback" box.

You must also have the {trakLink} tag inserted into one of your automatic notifications in order for this to be surfaced. This tag is included by default in the Task Started notification, but you may wish to create a notification with the Task Completed trigger and insert the {trakLink} tag again to encourage feedback.

An example of this rating link would look something like this:

If the recipient chooses to leave feedback and clicks on the link, they will have the opportunity to leave a five-star review in a feedback portal that looks like this:

Once collected, you can access the feedback through the task export feature or by opening the completed task modal within your dashboard (photo of that below):

In this article, you will become better acquainted with the Onfleet dashboard, which is comprised of two major components: the map and the sidebar.

This article covers:

The Map

The Sidebar

Table View

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The Map

The map allows you to visualize your entire operations geospatially. Tasks, the basic unit of work on Onfleet, are displayed as map markers ("pins"). Drivers, when on-duty, are displayed as a circle with a subtle flashing animation.

You can zoom and pan the map using your mouse and keyboard, including pinch-zoom gestures on supported trackpads. Basic map controls can also be found in the top left of the screen, including Zoom to fit, represented by the circle button beneath the zoom controls.

Zoom to Fit also considers your sidebar selections. Simply select the desired task(s) in the sidebar, then click on the circle button beneath the zoom controls, or press "Z" on your keyboard. You can also try selecting a driver or team to zoom in to the route(s) respectively.

Satellite View

Use a satellite image view to find difficult locations and assist drivers that are searching for delivery clarifications.

Transit View

View public transit lines and stations, where available.

Traffic View

To turn on a live traffic visualization layer on the map, click the car icon in the top left corner of your dashboard, just under the zoom and center controls for the map:

Activating the traffic layer will introduce a color-coded congestion indicator to eachstreet:

No color: No congestion.

Green:Low congestion.

Yellow: Moderatecongestion.

Orange: Heavycongestion.

Red: Severe congestion.

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The Sidebar

The sidebar displays your tasks, teams, and drivers in an organized list. Tasks appear in the top unassigned section until they are assigned. If you have team assignment enabled, tasks that are created with a team designation will appear beneath the team name but above the list of drivers. Drivers appear under their team(s) with assigned tasks listed in the desired completion order.

Sorting

You cansort Unassigned tasks through the dropdown menu to the right of the search field in your sidebar.

Complete Before Time:Sorts Unassignedtasks by the Complete Beforetime window, placingtasks that must be completed first at the top. Tasks without time windows areplaced at the bottom of the list ordered by Creation Time.

Destination (A-Z): Sorts Unassignedtasks by the destination address, orderingtasks from the top in alphabetical order.

Creation Time:Sorts Unassignedtasks by their creation timestamp, orderingtasks from the top,oldest to youngest.

Hybrid Time: IfComplete Beforetime is available, sorts a task from the top, earliest to latest. If no Complete Beforetime present, tasks are inserted in the list by their creation time. This is useful for those businesses that combine scheduled and on-demand (ASAP)delivery operations.

Manual:Tasks can be sorted as the dispatcher sees fit.

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Table View

Table View is an alternative structured view and organization of the same tasks that are shown in the Onfleet map view.

Tasks are presented as rows in a flexible table format that features task sorting, task property visibility customization, and batch task actions - powerful tools for efficient dispatching, particularly for high task volume operations.

To switch to the Table view, click the 'Table' tab on the top center of the screen while logged in to the Onfleet dashboard.

Filter tasks

Dashboard filter settings, found at the bottom of the screen, determine which tasks are visible in Table view in the same way that it does in the Map view.

Reorder columns

To change the column order, click on the column header and drag it to a new position.

Note: the 'ID' column is the only column that cannot be reordered.

This order will be preserved across dispatching sessions.

Add/remove columns

To add or remove columns from the table view, click on the column selection button (found just below the logout button) in the upper right-hand corner of the screen.

Note: 'ID', 'Assigned to', 'Destination', 'Status', and 'Task created' columns cannot be removed.

The selected columns will be preserved across dispatching sessions.

Sort tasks by column

To sort tasks by a specific column, click anywhere on the column header and release.The sorted column is highlighted in blue.

All tasks are sorted according to the data type for that column, alphabetical or chronological.

Toggle between ascending and descending order by clicking again.

View and edit tasks

To view, a task's full details (including the task timeline, view route, metadata, and any other details not shown in table view) click on the task ID.

The task can then be edited by clicking the edit button on the bottom left of the task view, in the same way as it is done in the map tab.

Select multiple tasks

To select one or more tasks, click the checkbox to the left of each task that should be selected.

To select a range of tasks:

select the starting task's checkbox

hold the 'shift' key

select the ending task's checkbox

To select all tasks, click the top-most checkbox, found in the column header. Click it again to deselect all tasks.

Bulk task actions

After selecting at least one task, task action buttons will appear at the top of the table view screen. This allows dispatchers to easily perform batch actions on multiple tasks.

Depending on the features included in the organization's Onfleet plan, available task actions include route optimization, driver assignment, and deletion.

Find in table

Search for text in any field of any task from the 'Find' text box in the upper right of the screen.Only tasks with a field that matches the text entered are shown.

Delete the entered text to show all tasks again.

Note:This setting is constrained by dashboard filter settings.

General

Platform updates, fixes, security alerts, and critical patch updates and general maintenance releases, selected functionality releases, and documentation updates, that Onfleet provides to other customers for no additional fee.

Response to service requests.

Availability

The online availability of the Platform is reported at http://status.onfleet.com.

Support Requests

CUSTOMER RESPONSIBILITIES (1ST LINE SUPPORT)

Respond to user's and driver's inquiries regarding the performance, functionality or operation of the Platform or other Platform problems or issues;

diagnose problems or issues with the Platform, and

communicate to users and drivers known resolution of problems or issues with the Platform.

ONFLEET RESPONSIBILITIES (2ND AND 3RD LINE SUPPORT)

Diagnosis of problems or issues not resolved by 1st Line of Support, and

Reasonable commercial efforts to resolve reported and verifiable errors in the Platform so that it performs in all material respects as described in the Platform's technical documentation.

Severity

Definition

First Response

Next Reply

Details

Hours of Operation

Urgent

Platformsubstantially fails to perform, with at least one of the following:

Data corrupted

A critical document function is not available

System hangs indefinitely, causing unacceptable delays for a response.

System crashes, and crashes repeatedly after restart attempts.

1 hour

1 hour

Send email to:

[email protected]

Assign engineer to determine and correct the error

Periodic reports on the status of the correction

Initiate work to correct the error.

24 hrs/7 days/365

High

Substantial degradation in performanceof the Platform.

Example:Important features are not available, however operations continue in a restricted fashion or with a workaround.

8 hours

14 hours

Send email to:

[email protected]

Assign engineer to determine and correct the error

Periodic reports on the status of the correction

Initiate work to correct the error

Monday - Friday

9am - 6pm Pacific

Normal

Some degradation in performanceof the Platform.

Example:Operations can continue with some restrictions or workarounds.

18 hours

18 hours

Send email to:

[email protected]

Commercially reasonable efforts to include in the next major release

Monday - Friday

9am - 6pm Pacific

Low

Minimal to no impact on the availability or performanceof the Platform.

Example:The impact is an inconvenience, which may require a workaround to restore functionality.

24 hours

24 hours

Send email to:

[email protected]

Commercially reasonable efforts to include in the next major release

Monday - Friday

9am - 6pm Pacific

Technical Contacts

Customer technical contacts must:

have, at a minimum, initial basic product training and, as needed, supplemental training appropriate for specific role or implementation phase, specialized product usage, and migration, and

be knowledgeable about the Platform and its Onfleet environment.

In this article, you will learn how to optimize tasks based on Onfleet's powerful route optimization tool.

Note: You must enable route optimization to use this feature. Route optimization is included with all basic, premium, and professional plans. For more details please visit our pricing page.

This article covers:

Overview

Select Tasks to Optimize

Configure Optimization Options

Error And Warning Handling

Overview

First, click here to confirm all necessary setup has been completed before choosing to optimize tasks.

Take a look at this quick video to get you started with the basics of our powerful route optimization tool:

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Select Tasks to Optimize

To begin, multi-select tasks you would like to optimize from the Unassigned section of the sidebar. You can use standard selection behavior including Shift and Ctrl ( Cmd or Cmd + A in Apple) to select your tasks. Currently, a maximum of 2000 tasks can be considered in a single optimization request.

Note: If you use Linked Tasks, the optimization engine can only be used with pickup/dropoff pairs.

Then, right-click and select optimize tasks...

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Configure Optimization Options

Date: Choose a date to optimize. By default, your current dashboard filter date will be used. If your routes cross a day boundary, the date shown will be the first day in the route.

Drivers: Select one or more drivers for whom to create routes. If drivers have individual schedules, they will be used in the routing solution. If individual schedules have not been defined, the driver will be considered using the default schedule (when enabled). If you wish to update a driver's schedule before optimization, click the pencil icon and adjust in the resulting window (see Update Driver Schedule ).

Note:a maximum of 100 drivers can be selected for a single optimization.

Next, specify max tasks per driver(which sets an upper limit to the number of tasks assigned to each driver) and the global service time (which adds the time that the driver is expected to spend on-site at the pickup/delivery location). If you have any per-task Service Times, the global service time will be overridden during route calculation.

Next, define the start from and end at points of the route. The following options are available:

Anywhere

Team's hub

Driver's address

Another team's hub (pending availability to dispatcher running the optimization)

Note: Aroute cannot both start 'Anywhere' and end 'Anywhere'.These options will influence the shape of the resulting optimized routes that are generated. To start from 'hub' and end at 'another hub', at least 2 hubs are required for the dispatcher operating the optimization.

Finally, choose between three optimization modes:

Always arrive on time: Routes are created which strictly adhere to a task'sComplete AfterandComplete Beforetimes. Tasks whichcannot be added to a route without violating times willnotbe included in the returned route solution. You will need to re-optimize or assignthese tasks to a driver manually. Note that there may be other solutions with shorter drive time, but this mode strictly adheres to the delivery window limitations.

Balance driving time and arrival times: Routes are created balancing the other two options. This mode doesn't necessarily return the route with the shortest drive time and does not guarantee that every task completes without violations in your delivery window, but both factors were taken into consideration in the optimization.

Minimize drive time: Routes are createdwhich minimize the total numberof miles driven by your workers. This will reduce the overall cost to complete the route, however, it allows for violations in yourComplete BeforeandComplete Afterwindows.

When you are finished configuring your optimization options, click Proceed.

Create Optimal Routes and Assign to Drivers

If there are no errors, the routes will be optimized across your selected drivers. This might take some time, depending on the number of tasks you are optimizing.

Once the route optimization is completed, tasks are automatically assigned to the Drivers.

If your drivers had assigned tasks before the optimization, the newly optimized tasks will be appended to the end of their existing route.

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Error And Warning Handling

If there are errors and/or warnings discovered after configuration, you may fix them in-line by clicking on the Fix button to the right of each remark. Errors mustall be corrected before proceeding. Warnings should be reviewed, but will not block you from proceeding.

In this article, you will learn best practices for using dashboard filters and search for showing the exact data that you are looking for.

This article covers:

Filters

Search

Filters

Dashboard filtering allows dispatchers to quickly hone in on only the activities they are interested in seeing.

To access filters, click the binocular icon in the bottom left corner of the screen. Multiple changes to filters can be made at once and are submitted as a batch change upon dismissal of the window.

Once submitted, you can easily review which filters have been applied by referring to the informational text and icons at the bottom of your dashboard.

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Date/Time

The date/time filter allows you to select a single day to visualize in the dashboard. By default, the date/time filter will be set to the current day for monitoring of your real-time operations.

You can review completed tasks by picking a day in the past or plan future routes by picking a day in the future.

The view will default to 12 AM today to 12 AM tomorrow with the option to filter +/ 6 hours beyond the present date. Simply slide the slider to the left to include the previous day's tasks, or to the right to include the next day's tasks. This 36-hour slider provides further flexibility to narrow the results to a specific time window, such as your organization's business hours.

Note: tasks that belong to a period outside your selected day/time will not be visible after the filters have been applied.

Teams

The teams filter allows you to select specific organization units to focus on. Drivers and assigned task which belong to deselected teams will not be visible after the filters have been applied.

Status

The status filters allow you to change the visibility of drivers and tasks based on their current status. If a driver or task changes into/out-of-this status while the filter is enabled, they will appear/disappear in real-time.

Tasks assigned to drivers whose statuses are deselected will not be visible after the filters have been applied. Tasks whose statuses are deselected will not be visible after the filters have been applied.

At the bottom of the status tab is a checkbox labeled "Only show (#) Min Delayed". The selectionof this filter will show only drivers and tasks which are currently delayed (already late or will be late based on calculated ETA) by the number of minutes chosen in the number field. All teams, drivers and tasks not delayed will be invisible after this filter is applied.

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Search

Onfleet search is found in the upper right-hand corner of the dispatcher dashboard and can be used to find matching tasks, recipients, and drivers.

Text-based Queries

Perform a standard text search from tasks (address, notes, short id), recipients (name, notes, phone number), or drivers (name, phone number) to get results that match the query.

State-based Queries

There are several keywords that can be used stand-alone or in conjunction with text-based queries to restrict the results received according to task and driver state criteria.

Tasks and drivers

Search Command

Matches

active

all active tasks

completed

all completed tasks

failed

all completed, failed tasks

successful

all completed, successful tasks

unassigned

all unassigned tasks

alldrivers

alldrivers

driversonline

all on-dutydrivers

driversin transit

all driverscurrently in transit

Connected Organization Tasks

Search Command

Matches

delegated

all tasks sent toconnectedorgs

incoming

all tasks from connected orgs

Time-based Queries

Time-based keywords restrict search results to a specific day or date/time range. The following can be used by themselves, or in conjunction with text-basedand/or state-based queries.

Search Command

today

yesterday

last week

last< day of week >

next< day of week >

< Month > < day >

< Month > < day1 > - < day2 >

MM/DD/YY

< time > MM/DD/YY

< time1 > - < time2 >

Other notes

Search is tolerant of typos. For simple misspellings, you may still receive results with the closest match.

Search history is currently restricted to the past 30 days for tasks.

Onfleet digests allow admin users to stay informed with metrics about your organization's Onfleet usage. With the options of receiving a daily and/or weekly digest email, you'll have a quick snapshot of completed tasks, total driver time, total driver distance, as well as average delivery time and distance.

To receive these digests, log into your admin account in Onfleet and select the Settings icon located on the top right, then click the Organization tab. Once the Organization window is open, you can select either or both email options.

Once signed up, you can expect to receive either an Onfleet Week/Day in Review email. The emails are straightforward and provide a visual summary of your dashboard tasks and driver information:

To opt-out of these emails, simply log into your Onfleet admin account and de-select the option to receive these.

In this article, you will get acquainted with the structure of your Onfleet organization and perform a basic setup.

This article covers:

Organization Structure

Organization Settings

Team Setup

Hub Setup

Dispatcher Setup

Driver Setup

Resetting an Admin Password

Organization Structure

Administrator

Your organization has one administrator which is created upon registration. Only the administrator can configure the organization, add and manage teams, hubs and dispatchers. The administrator can also add drivers and access analytics for the entire organization.

Teams

Teams group drivers and dispatchers together and are used to segment an organization by geographic area, operational unit, or any other desired structure. The administrator has access to all teams while dispatchers and drivers have access only to teams they have been assigned.

Hubs

A Hub is a central location from which your drivers start and end routes. For example:

a city headquarters

a warehouse

a central kitchen

a parking lot

Hubs are created by administrators and can be assigned to one or more teams. However, teams can only be assigned one hub at a time.

Dispatchers

Dispatchers are added by the administrator and are assigned to one or more teams.A dispatcher is a dashboard user who views and/or manages drivers and tasks for assigned teams. For example:

a driver manager

a route planner

a customer service agent

Drivers

Drivers are added by the administrator of an organization or a dispatcher and are assigned to one or more teams. They complete tasks in the field using the driver app on Android or iOS.

Tasks

Tasks represent pickup or delivery work to perform at a destination. For example:

Delivery of groceries or meal kits

Delivery of a medicine prescription

Pickup of laundry or dry-cleaning

Pickup of a retail/e-commerce return

Tasks are completed by drivers using the driver app on Android or iOS.

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Organization Settings

Click the gear icon in the top right of the dashboard to access settings.

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From the Organizationtab you can configure your organization's settings:

Organization Logo

Click on the logo icon to insert a custom organization logo. File format must be either JPEG or PNG, and the size must be smaller than 3MB.

Organization Name

The organization name can be changed by typing the updated name in this text field. Save the changes by clicking Done in the bottom right.

Admin Email Address

The admin email used for the organization can be changed by typing the updated email in this text field. Save the changes by clicking Done in the bottom right.

A confirmation email will be sent to the new email that has been entered. Changes to the admin email will not apply until this confirmation has been completed.

Organization Country

The country can be changed by selecting the correct country from the dropdown menu. This will affect which time zones are available. Save the changes by clicking Done in the bottom right.

Organization Time Zone

The organization time zone can be changed by selecting the correct timezone from the dropdown menu. Save the changes by clicking Done in the bottom right.

Organization Phone Number

The organization phone number can be set up in the Admin "User Settings". This phone number is used if routing calls from recipients to dispatchers are preferred.

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Team Setup

Teams group drivers and dispatchers together and are used to segment an organization by geographic area, operational unit, or any other desired structure. The administrator has access to all teams while dispatchers and drivers have access only to teams they have been assigned.

To add a team, click the + icon, enter a name and assign drivers and dispatchers. If you do not have drivers or dispatchers to assign, you can add them later.

To edit an existing team, double-click on the team name or select it and click Edit...

To delete a team, select it and then click the - button in the bottom right corner. You can not delete a team that has drivers or dispatchers assigned to it only.

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Hub Setup

A Hub is a central location from which your drivers start and end routes. For example:

a city headquarters

a warehouse

a central kitchen

a parking lot

Hubs can be assigned to one or more teams however teams can only be assigned one hub at a time.

To create a hub, navigate to the Team tab and click the + button. Add a name, valid address, assign a team and click "Create Hub." If an address is not recognized, you can use latitude/longitude coordinates.

Note: Hubswithoutteam assignments are only visible to administrators. Hubswithteam assignments are visible to administrators and dispatchers assigned to the same team.

To edit an existing hub, double-click on the hub name or select it and click Edit...

To delete a hub, select it and then click the - button in the bottom right corner.

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Dispatcher Setup

A dispatcher is a dashboard user who views and/or manages drivers and tasks for assigned teams. For example:

a driver manager

a route planner

a customer service agent

Add Dispatcher

To add a dispatcher, navigate to the dispatcher tab and click the + button. Add a name, email address, phone number and assign to a team.

Note: the dispatcher email address must be unique. Sending an invitation to an existing dispatcher email (within any Onfleet organization) will result in an error. If the same email address must be used, a sub-address or plus-address will satisfy the uniqueness requirement (ie: "[email protected]").

Read-Only Dispatcher

Dispatchers can be designated as read-only users. While the dashboard appearance will not change, dispatchers with the read-only permission will not be able to add, update, or delete drivers and tasks on their assigned teams.

To restrict dispatchers to read-only, check the box labeled "Read Only" when adding or editing a dispatcher. If making a change to an existing dispatcher, ensure they log out and log in to ensure this change is applied.

Edit a Dispatcher

To edit an existing dispatcher, double-click on the dispatcher's name or select it and click Edit to open the Dispatcher details.You can then change the dispatcher's name, email and contact email.

Note: When you change a dispatcher's contact email, the dispatcher will receive an email notifying them of the change and the change will not take into effect until the dispatcher confirms the change via email.

Once your edits are done, select "Save".

To delete a dispatcher, select the dispatcher and then click the "- " button in the bottom right corner.

Once removed, the dispatcher will no longer be able to log in to your organization's dashboard and all of their settings will be deleted. However, the tasks created or assigned and any data created will not be affected.

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Driver Setup

Drivers are assigned to one or more teams and complete tasks in the field using the driver app on Android or iOS.

Find more details on managing Drivers here.

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Resetting an Admin Password

The admin password can be easily reset through the login screen. Simply start by opening the page www.onfleet.com/login.

Here you will be prompted for your login credentials. Simply click Forgotat the bottom of this screen.

Enter the email address used to create the admin account for your organization. This email must be unique to your organization and cannot be used by any other Onfleet dashboard.

After you enter the unique admin email address, clickReset Password.

An email will be sent to the address provided in the previous step with the subject line "Reset Your Password". Be sure to check your spam folder. Click theReset Passwordbutton within this email.

You will then be taken to a portal that will allow you to update the password associated with this admin account. Enter the new password and clickContinue.

You will then be returned to the original login screen where you can enter the admin email address and new password that you just reset.

In this article, you will learn about the add-ons available to customize the features and functionality of your Onfleet organization.

This article covers:

Linked Tasks

Route Optimization

Onfleet Chat

Predictive ETA

Barcode Scanning

ID Scanning and Age Verification

Note: Available features are based on the pricing plan for your organization. If you see Upgrade Required where the toggle switch would be, please upgrade your organization's plan to access that feature.

Add-ons can be accessed from the "Add-ons" tab in your admin's organization settings.

Linked Tasks

Task linking allows you to enforce a dependency structure between tasks. This is useful if your operations require more than one stop to fulfill an order, or when you need to enforce a task(s) as a prerequisite to another. Linked Tasks are included with all plans.

Enabling the "Linked Tasks" add-on allows dispatchers to add or delete these relationships from inside the dashboard.

Note:Linked task relationships can always be created via the API. If you do not want dispatchers to be able to add, edit or delete these in the dashboard, keep this add-on disabled.

Learn more about managing linked tasks in the dashboard in the article: Managing Linked Tasks.

Linked tasks relationships can also customize recipient notification behavior. Learn more about linked "dependency notifications" in the article: Customized Communications.

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Route Optimization

Enable the Route Optimization add-on to to utilize our automated route planning engine.Route Optimization is included with the Basic, Premium and Professional plans.

The Route Optimization algorithm considers hubs, delivery locations, time windows, driver schedules, vehicle capacities, service time, real-time/ historical traffic data and road speeds/ restrictions produce efficient, optimized routes.

Learn more about managing and using Route Optimization in the article: Route Optimization.

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Onfleet Chat

Enable the Onfleet Chat add-on to use our internal chat platform for Dispatcher to Dispatcher and Dispatcher to Driver communication without leaving the Onfleet app. Onfleet Chat is included with the Basic, Premium and Professional plans.

Learn more about internal communication in the article: Onfleet Chat.

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Predictive ETA

Enable the Predictive ETA add-on to see estimated times of arrival and completion for on-duty drivers and optimized routes. Onfleet utilizes historical data and advanced machine-learning to provide your operations teams and customers with incredibly accurate predictions. Predictive ETAs are available on Basic, Premium and Professional plans. Predictive ETA notifications are available on Premium and Professional plans only.

Learn more about Predictive ETAs and more in the article: Predictive ETA and ECT

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Barcode Scanning

Enable the Barcode Scanning add-on to capture and verify barcodes for proof of delivery via the Android and iOS driver mobile app. Barcode scanning is available in the Premium and Professional plans.

Learn more about Barcode Scanning features in the article: Barcode Scanning.

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ID Scanning and Age Verification

Enable the ID Scanning and Age Verification add-on to scan government-issued ID's and other PDF-417 barcoded documents to verify recipients meet alcohol, prescription or other age requirements. ID Scanning and Age Verification is included with Premium and Professional plans and limited to organizations operating in the US and Canada.

Note: A verification age must be provided in the task's properties to use this feature.

In this article, you will discover how Onfleet supports the ability to link your operations directly with other organizations. From online food ordering businesses to local restaurants, or online flower shops to local florists, tasks can be created by one organization and fulfilled by another connected organization while maintaining a unified recipient experience.

This article covers:

Connect to another Onfleet Organization

Allow Task Editing by Connected Organizations

Allow Task Rejection by Connected Organizations

Assign a Task to be Completed by a Connected Organization

Accept a Connection Request from Another Organization

Complete a Task Assigned by a Connected Organization

Remove a Connection

Add a New Sub-Organization

Connect to another Onfleet organization

You can request to connect with another organization by going to Settings > Connections > and by clicking the button in the bottom right corner. Simply add an email to send a connection invite to the organization in which you are trying to connect.

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To connect with an existing Onfleet organization, send the request to the organization's admin email. They will be prompted to accept your connection request. If the email address is not in use as an organization email, and they will be prompted to sign up.

Once connected, you can start delegating tasks to them or receiving tasks that they assign to you.

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Allow Task Editing by Connected Organizations

By default, your connected organizations are not able to edit, delete, or reject tasks that have been delegated to them.

If you would like to allow your connected organizations to edit delegated tasks, navigate to the Connections Tab in your Admin's Settings. Then, check the box Allow task editing.

Now, your connected organizations will be able to edit the task details of your delegated tasks, such as the task type, task notes, address, or time windows.

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Allow Task Rejection by Connected Organizations

By default, your connected organizations are not able to edit, delete, or reject tasks that have been delegated to them.

If you would like to allow your connected organizations to reject delegated tasks, navigate to the Connections Tab in your Admin's Settings. Then, check the box Allow task rejection.

Now, the connected organizations will be able to return delegated tasks back to your Unassigned tasks list.

This can be done by editing the task and clicking the Reject task button at the end of the task modal.

Your connected organizations are also able to reject tasks directly from the sidebar via the right-click of a single or multiple selected task(s).

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Assign a Task to be Completed by a Connected Organization

Once you are connected to another organization, you will be able to assign tasks to them by choosing the organization's name from the dropdown upon creating or editing a task.

Checking the box "Use notification settings for ..." will ensure that the recipient of the assigned task will receive SMS notifications according to the configuration of your organization. Otherwise, the recipient will receive notifications according to the organization that is executing the task.

The task will appear in your map and sidebar, under the organization it was assigned to, but you will not be able to see the driver it's assigned to until the task has been started.

Once the organization has started the task, you will be able to see the driver's location and other information on your dashboard. You can edit and delete the task until it has been started.

When a task has been assigned to an organization, it will appear in their dashboard's sidebar and map. However, they will only be able to assign it and will have read-only access to the rest of the task's fields unless you allowed for task editing and/or task rejection.

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Accept a Connection Request from Another Organization

If another organization requests to connect with you, you will receive an email prompting you to accept their request. It will look like this:

Once you sign in to your account and accept, you will be able to assign tasks to, and receive tasks from, the other organization.

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Complete a Task Assigned by a Connected Organization

If an organization you are connected to assigns a task to your organization, it will simply appear on the map and sidebar in your dashboard as unassigned.

You can then assign it to one of your drivers as if you had created the task. The only difference is that you will be unable to edit most of the task's attributes (other than assigned driver) or reject the task, unless your connected organization has given you the permission to do so.

Once the driver starts the task, the connected organization will be able to see the location of your driver in their dashboard:

Upon delegation of a task, your connected organization is able to choose between having the recipient of the assigned task receive SMS notifications according to the configuration of the organization that created the task, or your organization.

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Remove a Connection

You can remove a connection with another organization at any time by clicking the - button in the Connections tab in settings. This will prevent the other organization from being able to delegate tasks to your organization and vice versa.

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Multi-brand: Add a New Sub-Organization

Note: Professional plan only

Onfleet customers with a Professional plan have the ability to create multiple Onfleet organizations at no additional cost via the multi-brand account support feature.

This is an especially useful feature for larger companies that operate in multiple geographic regions.

To add a new sub-organization:

Log in as the admin user of the master organization

Go to the Connections tab: Settings > Connections

Enter the email address for the admin for the new sub-organization. Please note that it can't be an email address already in use as an Onfleet admin/dispatch.

Check the 'Create as sub-organization for billing purposes' checkbox

Have the new admin user check their email inbox for an email from Onfleet with the subject: 'X wants to connect with you on Onfleet', and click the link to set up the new organization. They will additionally be connected with the master organization, which will allow cross organization task assignment, and some other multi-organization features.

In this article you will learn all of the options for data can be shared between Onfleet and other systems you may be using for your delivery operations.

This article covers:

API

Webhooks

Zapier

Zapier Webhook Integration 101

Shopify

Driver Behavior Analytics by Zendrive

API

The Onfleet API is a RESTful web service for developers to programmatically interact with Onfleet's data and real-time delivery management functionality. The complete API documentation is available here. Onfleet also offers additional open-source tooling regarding integrations via the Onfleet API, for more details, please visit our open-source developer repository.

Note:Full API access is only available in the Basic plan and above. For more info about Onfleet's plans, visit our pricing page.

All requests must be authenticated using one of your organizations API keys. Your organization's administrator can create and maintain API keys through the "API & Webhooks" tab in their dashboard settings.

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Add API Keys

Simply click the + button at the bottom of the API Keys section to create an API key registered with your organization.

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Webhooks

Webhooks are an advanced feature that allows organizations to be notified as soon as special trigger conditions are met, via an HTTP POST to the URL specified.

Manage or create webhooks from the Onfleet Dashboard, by logging in as the admin user and navigating to the API & Webhooks tab in Settings.

To create a new webhook:

1. Click the + button under Webhooks

2. (optional) Label the webhook with a distinctive name

3. Choose from one of 13 webhook triggers:

Task started

Driver ETA less than or equal to X seconds

Driver arriving, at or closer than X meters

Task completed

Task failed

Driver status changed

New task created

Task updated

Task deleted

Task assigned

Task unassigned

Task delay time is greater than or equal to X seconds

Task cloned

4. Enter the URL where webhooks updates should be pushed

5. Validate and create the webhook

Validation

To ensure ownership of the URL used, Onfleet requires validation before the webhook is enabled.

The URL value provided will receive a GET request from our servers, with a check query parameter. You need to respond to our validation request with exactly this value, untouched, as a simple string response. See the Create a Webhook documentation for code examples. To get started quickly with Onfleet webhooks, feel free to use the webhooks tool from our open-source repository which creates webhook endpoints for you.

Note: Zapier and RequestBin URLs are whitelisted and are automatically validated.

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Zapier

Zapier is a third-party tool that lets you easily connect the web apps you use, making it easy to automate tedious tasks.

Onfleet's Zapier integration allows you to create tasks from virtually any source, with full support for coordinate-based destinations, task linking, auto-assignment, and more. To access our public Zapier app, find us here, or click on any of the Zap Templates below to dive right in!

In this video, you can see an example of how to utilize Zapier to integrate Onfleet with Slack and create automated messages based on various actions happening within your dashboard:

Failed Zaps

Here is a list of Zapier errors that may have caused your zap to fail.

Email Notifications

Besides an Onfleet zap, you can also utilize Onfleet webhook functionality to create a zap for timely notifications. This utilizes Webhooks by Zapier as the trigger, which allows for customizable, automated email notifications.

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Zapier Webhook Integration 101

Zapier allows for easy integration between Onfleet and other useful web applications, making task creation and other Onfleet automation a breeze with very little to no engineering effort.

Here, we detail how you can utilize Webhooks by Zapier to automate your internal processes. If you are creating your own webhook servers, refer to our API documentation for more references.

Webhooks by Zapier is a Zapier step that allows you to capture messages that are sent from an app when something happens. You can then use Webhooks by Zapier as a trigger step to automate other actions, for example: sending a message to the admin email/a Slack channel or saving data to Google Sheets when an Onfleet event happens for archival purposes.

Get Started with Webhooks

Go to Zapier and attempt to make a zap

Search for "webhooks" and select "Webhooks by Zapier"

As "Webhooks by Zapier" connects to 1000+ apps, we will only list out a few popular options. Feel free to reach out to Onfleet Support if you wish to explore new possibilities!

Connecting Onfleet to Zapier Webhooks

Scroll or search for an app that you wish to connect to "Webhooks by Zapier" as an action step. Sample apps to choose from: Slack, Gmail, Google Sheets, Twilio (for phone call and SMS), or a plain simple email.

Once selected, you will need to set up the catch hook for it to receive a sample webhook data. Zapier will generate a URL for your webhook, this is where Onfleet will send the event updates to. Copy this URL and paste it on your Onfleet settings -> API & Webhooks -> Create a new webhook. Don't click on "OK, I did this" just yet, we will cover this part in a bit!

Copy and paste the Zapier-generated webhook URL onto a new Onfleet webhook

This will enable Onfleet to send an event update of your choice over to Zapier as the trigger. By the time you reach this section, you're halfway there!

Simulating an Event Trigger

In order for the "Webhooks by Zapier" app to pull sample data, you will need to simulate a trigger of your interest after creating the webhook. The list of Onfleet webhooks is listed in the webhook documentation.

Assuming you want your trigger to be "Task started", simply create a task and start a task after creating the webhook. Same goes if you want your trigger to be "Task deleted", you should simulate deleting a task once the webhook is created.

Once you've simulated an event, go back to your Zap and click on "OK, I did this". The webhook will then pull the simulated event into a list of hooks for you as shown:

Here you will see the details of the simulated event with a trigger name of taskCreated, this "Payload" is what you can work off of, setting up filters and conditions before performing follow up actions.

Setting up Actions

As an example, I'm going to set up an automated email when my event is triggered. Once the webhook sample is selected, the webhook actions can now pull in all the information from the payload.

By clicking on the + button next to each field, you can search through the payload to find the data that you want to utilize in your automation. For example, I've parsed out the destination address and the taskID into the body of the email.

The last step would be testing out the event actions, follow the steps accordingly to send a test email to your recipient of interest.

Additional Action Steps (Optional)

For business purposes, one may opt-in to add additional steps to the webhook. To do so, simply go to your Zapier dashboard and select your zap. On the left panel, you can add a step in between the trigger and the action or even after the 1st action.

Sample additional action steps include filters, delays, data formatter, or even another application zap. Click on the + sign to learn more about what Zapier offers.

Note: Remember to trigger a sample event when you update your integration, this ensures that you are pulling in the desired and up-to-date payload.

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Shopify

You can connect Onfleet to your Shopify account via a simple Zapier integration, allowing you to automatically convert orders into tasks and auto-assign to drivers.

To access our public Zapier app listing, please follow this link.

To set up a Shopify integration, log in to Zapier and click Make a New Zap. From the Choose a Trigger app... drop-down menu, select Shopify.

From the Choose an Action app... drop-down menu, select Onfleet. In order to automatically create a delivery task when an order is placed in Shopify, choose New Paid Order from the available triggers and Create Task as the resulting action in Onfleet.

Select your Shopify Account from the available options or connect it via the Connect a different Shopify account tab. In order to connect your account, you will need to enter your Shopify username. To make sure that your account works properly, try to test it using the Test this Account button on the right hand side.

Then, select your Onfleet Account from the available options or connect it via the Connect a different Onfleet account tab. In order to connect your account, you will need to enter your Onfleet API key. Once again, to make sure that your account works properly, try to test it using the Test this Account button on the right-hand side.

You can further specify the conditions for your Shopify order that will trigger a new task in Onfleet. You have the option between different payment, order, or fulfillment statuses. There is also a custom filter you are able to create based on other Shopify fields.

To match up the Shopify order to an Onfleet task, choose your organization as the merchant, or task creator. Then, choose the executor, which is the task executor, i.e. the organization that will be performing the work. If you have drivers who are completing tasks, choose your own organization. Choose a linked organization if you are delegating tasks to a third party for fulfillment.

For Address Line 1, click on the Insert fields button on the right-hand side and search for Shipping Address Address1.

Repeat this action for the following fields and fill in Shipping Address Address2 for Address Line 2, Shipping Address City for Address City, Shipping Address Province Code for Address State/Province, Shipping Address Zip for Address Postal Code/ZIP, and Shipping Address Country for Address Country. For the Longitude, search for Shipping Address Longitude. For Latitude, fill in Shipping Address Latitude. You also have the option to choose whether you want the task created to be a Pick-up task.

For the Recipient Name, choose Shipping Address Name, and for the Recipient phone Shipping Address Phone. You can also include a note used for special delivery instructions, door codes, etc. that will remain attached to the recipient in Onfleet for future deliveries. Choose Customer Note here from the available options. In the Task Details section, you can specify the name, quantity, or price of the order by putting in Line Items Title, Line Items Quantity, and Line Items Price.

For the Complete After Timestamp, choose either Created At (typical for on-demand deliveries) or another date/time field from Shopify. You can also add a Complete Before Timestamp using a Shopify field or by using Zapier's time modifiers. For example, to specify that a delivery should occur within two hours of creation, add Created At, a space, then "+2h." For more information about Zapier's time modifiers, see Adjusting Dates and Times.

The Driver-Auto-Assign Mode and the Driver Auto-Assign Team Filter are optional, and allow you to specify a team and mode of auto-assignment. For definitions of available modes, see Create a Task in Onfleet's API documentation.

Finally, click the Test Shopify Trigger button to test your trigger. If it is working properly, activate your Zap by clicking on the button Turn Zap on and you are ready to start deliveries!

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Driver Behavior Analytics by Zendrive

NOTE: This feature is available to Premium and Professional plans only

Driver behavior analytics is a feature that uses Zendrive technology to collect even more granular driver data for operational analysis.

Zendrive Overview

Drive

Pull insights

Take action

Drive Safer

Collect driving datavia app or our SDK

Monitor and examinecompleted trips on yourdashboard

Recognize safe drivers,and coach drivers whoneed feedback

Increase driverengagement and safety

Data Collection

Zendrive uses the sensors on a smartphone; GPS, gyroscope, accelerometer to collect data relevant to driving risk, such as:

Aggressive acceleration

Hard Braking

Excessive Speeding

Risky phone use

Time of day

Type of road

Mode of transport

Collisions

Get set up

To enable driver behavior analytics in Onfleet, pleaseemail [email protected]. We will work with Zendrive on your behalf to get your account setup and linked to your Onfleet organization.

In this article, you will find details regarding Onfleet privacy and data terms.

This article covers:

Data Access and Deletion

Third Party Sharing

Driver Location Tracking

Data Security

Data Access and Deletion

We provide you access to the data stored and generated from your use of Onfleet via task export and the dashboard's analytics tab/export.

Your export history limit is based on your billing tier:

Starter: 30-day

Basic: 90-day

Premium: 1-year

Professional: Unlimited

If you are no longer using Onfleet and would like your data erased from our databases, submit a request and we will process the removal within 7 calendar days.

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Third Party Sharing

We take the integrity of your data very seriously and will never share with a third party unless absolutely necessaryfor the delivery of the Onfleet service. Your data will neverbe provided to third parties for advertising or marketing purposes.For more information, see our privacy policy.

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Driver Location Tracking

Driver locations are collected from the device's native location service, which combinesGPS, cell-tower, wifi, and other sensor data to accurately pinpoint a driver'slatitude and longitude while "on-duty."

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We do not access, collect or store anyinformation from adriver's mobile device when they are off-duty or offline.

For additionaldetailon how we collect, use, and disclose of information from or about you through our website onfleet.com and the Onfleet service, visit our Privacy Policy.

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Data Security

All data is encrypted in-transit and at rest using enterprise-grade 256-bit encryption. Access to databases and servers is tightly managed through the use of least privilege standards and administrative control tools.

In this article, we will review some mobile system-specific settings that may restrict the performance of the Onfleet app and how to fix the issue.

Please note we recommendthat drivers do not swipe (i.e "kill") Onfleet from recent apps while on duty.

This article covers:

Battery Optimization Restrictions

Background Network Restrictions

Battery Optimization Restrictions

If you are using an Android device and are experiencing issues with task completion, task tracking or navigation, the Battery Optimization feature on your device may be to blame.

On some phones, the Battery Optimization setting restrict background network functionality, so no location or other data is transmitted as long as Onfleet (or other apps) are backgrounded. To ensure the full and proper use of Onfleets app while using an Android device, we recommend ensuring that the Battery Optimization mode is turned off.

Please click the links below to follow the instructions on how to turn off Battery Optimization restriction for your Onfleet App on an Android device:

Google Android 6, 7, 8

Samsung S8

Samsung S9, S10

Samsung Galaxy Android 6, 7 and 8 devices

LG Devices

Huawei Devices

Samsung Ultra Battery Saving Mode

Note: After following any of these steps, we recommend restarting your device to ensure the changes have been successfully applied.

Google Android 6, 7 and 8 devices

Open the Settings menu on your device and tap Battery.

From the top right section, select the More button, and choose Battery Optimization.

On the Battery Optimization screen, switch to the All apps list from the drop-down to see all of the apps on your device.

Select Onfleet from the menu and choose Dont Optimize.

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Samsung S8

Open the Settings menu on your device and tap Device Maintenance.

Tap Battery at the bottom left.

Scroll through the App list until you find Unmonitored apps.

Select the three vertical dots on the top right corner to add Onfleet to the Unmonitored App list.

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Samsung S9, S10

Open device Settings.

Select Device Care.

Tap Battery from the bottom left-hand corner.

Tap the three vertical dots at the top-right corner.

Disable Put unused apps to sleep.

Disable Auto-disable unused apps.

Select Sleeping Apps to check if Onfleet is listed, if so, remove.

Disable background restrictions for Onfleet.

Note: Samsung S9 and S10 App or System updates may revert these settings back to their original settings. We recommend periodically checking these settings to ensure no restrictions are placed on Onfleet.

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Samsung Galaxy Android 6, 7 and 8 devices

Open the Settings menu on your device and tap Device Maintenance.

Tap Battery at the bottom left.

Tap Battery Usage.

From the top right corner of the action, bar tap the More button and select Optimize Battery Usage.5. On the Optimize Battery Usage screen, switch to the All Apps list from the drop-down to see all of the apps on your device. 6. Turn off to exclude Onfleet from the battery restrictions.

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LG Devices

Open the Settings menu on your device and tap Battery & Power Saving.2. Tap Battery Usage.3. Tap Ignore Optimizations.4. Find the Onfleet app and turn on to exclude from the Battery Optimization feature.

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Huawei devices

Open the Settings on your Huawei device.2. Select Apps.3. Select Settings.4. Select Special Access. 5. Select Ignore Optimizations.6. Find the Onfleet app and select Allow.

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Samsung Ultra Power Saving Mode

In Ultra Power Saving Mode, background battery usage will be automatically blocked for all apps by default. To remove Onfleet from being blocked please follow this guide:

Select theApps icon.

Go to Smart Manager.

Tap Ultra Power Saving Mode.

Ensure Ultra Power Saving Mode is turned off.

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Background Network Restrictions

The Onfleet app requires the ability to run on a device's network background while a driver is on duty. Drivers should not disable background data for Onfleet, otherwise, their location will not be sent, and their task distances will be misreported.

Although this setting is set manually on a per-app basis if you are experiencing errors with task navigation or misreported distances we recommend you ensure the Onfleet is allowed to run on the device background.

Please click the links below to follow the instructions on how to turn off Background Network restriction for your Onfleet App on an Android device:

Samsung Galaxy Devices

Other Android Devices

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Samsung Galaxy Devices

Open the Settings menu on your device and tap Device Maintenance.2. Select Battery located at the bottom left.3. Tap the MID option on Power Saving Mode.4. Tap the Customize.5. Turn ON the background network usage.

Note: App Power Saving is a Samsung specific option to limit the background tasks of apps. By default, anything you don't open for a few days will be set to save power. You can set Onfleet tonever save power (which will keep the OS from ever limiting its background processes).

Other Android Devices

1. Open Settings and tap Data Usage.2. Find the Onfleet app and ensure that Restrict App Background Data is not turned on.

Android Devices 7.0+

1.Enable usage of mobile data in the background.

Predictive ETA is the Onfleet estimate of when an on-duty driver is expected to arrive at each assigned task destination in his/her task list. Estimated route start and completion times are also calculated for each driver, in the case of Route Optimized tasks.

Please note that the 'Predictive ETA' add-on must be enabled in the Add-ons section in Settings by the Admin user in order to use the Predictive ETA feature. That is included with Basic plans and above. Predictive ETA-based notifications are included in Premium plans and above.

creating a 'Predicted ETA is..' notification

Predictive ETA is distinct from ECT, which represents the estimated completion time.

Dispatchers can easily toggle between predictive ETA and ECT representations in the dashboard sidebar by clicking on an estimate. All other estimates will similarly be toggled.

Notifications can also be set to be sent to recipients at a selected ETA threshold - even if the task is unstarted - by, from the admin Communications tab in Settings.