What this preset sets up
Route, dispatch, track and prove every delivery. Work is called a delivery, done by a driver for a recipient; the account you bill is a client.
Default order: single stop. Service types offered: Standard, Same-day, Express, Scheduled, Multi-stop route, Return to sender, Redelivery.
The questions the setup wizard asks
Your answers shape recommendations and defaults only — never your plan or what you are entitled to — and you can change them any time in Dispatch → Settings → Operation profile.
Do you run from a depot?
Do drivers return to the depot after their route?
About how many deliveries per day?
Do you scan barcodes on packages?
How do you handle failed deliveries? (reattempt next day / return to sender / hold for pickup)
Routing and proof
Routing: route optimization is recommended; a depot / route start is recommended; routes return to the depot by default; time windows are prioritized.
Default proof: photo and signature. Proof is required to complete work. A failed stop needs a reason.
Failed stops can re-attempt automatically on the next business day (Dispatch → Settings → Re-attempts) and customers can reschedule from their tracking page.
Recommended way to add work
Import a spreadsheet. You can use any method your plan offers; the recommendation is a starting point.
Importing a spreadsheet? The Courier template expects: external_id, recipient_name, address_line1, city, postal_code (required); phone, email, delivery_window_start, delivery_window_end, barcode, package_count, client_reference, customer_notes (recommended).