User guide

How to set up and run DoRoutes, for office staff and drivers.

1. 01

   Getting started

   Sign in for the first time, then work through the checklist on Today before your first day plan.

2. 02

   Your firm and settings

   Everything in Settings, from your business details to how long people stay signed in.

3. 03

   Vans and staff

   Yards, vehicles, office staff and their roles, and pairing drivers' phones.

4. 04

   Quotes

   Set up the work you take and your prices, then quote by phone or let customers ask on your website.

5. 05

   Jobs and the diary

   Booked jobs, each vehicle's day on the schedule, customer records and the crew's hours.

6. 06

   Day planning

   How the nightly plan is made, and how you change and approve it.

7. 07

   The driver app

   What drivers do in the DoRoutes Driver app, from pairing their phone to signed proof of delivery, with or without signal.

8. 08

   Live GPS and tracking

   See where your vans are from drivers' phones or fitted trackers, watch expensive items with tags, and choose how long locations are kept.

9. 09

   Your website

   Take bookings on the website you already have, or use the ready-made one on your own domain.

10. 10

    Payments and accounts

    How customers pay you, and how invoices and payments reach your accounting package.

11. 11

    Importing records

    Bring your customers, booked jobs and past jobs from another system with a CSV file.

12. 12

    Book on any website

    Put the DoRoutes booking form on the website you already have, connect it and prove you own its domain.

13. 13

    Connecting a WordPress site

    Take bookings on your WordPress site with the DoRoutes Booking plugin.