What this preset sets up
Crews, capacity, paired stops and condition proof for large-item delivery. Work is called an order, done by a crew member for a customer; the account you bill is a retailer.
Default order: paired pickup and drop-off. Service types offered: Furniture delivery, Appliance delivery, White-glove delivery, Room-of-choice delivery, Assembly, Installation, Haul-away, Store pickup, Customer return, Exchange.
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 paired pickup and drop-off?
Do you use two-person crews?
Do you match orders to vehicle capacity?
Do you offer assembly / installation?
Do you offer haul-away?
Do you capture before/after condition proof?
Routing and proof
Routing: route optimization is recommended; a depot / route start is recommended; routes return to the depot by default; work is paired pickup and drop-off; vehicle capacity matching is recommended; time windows are prioritized.
Default proof: signature and photo. Proof is required to complete work. The recipient's name is required. A signature is required. A photo is required. Before and after condition photos are captured. A failed stop needs a reason. A failed stop needs a photo.
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
Add jobs manually. You can use any method your plan offers; the recommendation is a starting point.
Importing a spreadsheet? The Furniture & appliance template expects: order_number, pickup_address, delivery_address, item_count, delivery_window (required); item_description, weight, volume, stairs, elevator, two_person_required, assembly_required, installation_required, haul_away_required, client_account (recommended).