Organization & Management is a landing page with links to the pages needed to set up your organization’s Branches, Assets, and Trucks in Daily Planner. Open the page by selecting the building icon in the left sidebar. Settings reached via the Organization and Management page include:

  • Branches: Your organization’s distribution locations from which trucks are dispatched.
  • Assets: Your fleet’s actual vehicles.
  • Trucks: Rule sets the routing algorithm uses to build routes.