Unless depot or individual driver settings have been selected, all drivers and routes are automatically configured using your global account settings as default.
Global Account Settings
Choose team name and customer service contact details
Go to Settings > Workspace > General.
Your team name will be publicly visible to your customers, and team members so choose something that is suitable to represent your company.
If you want to give your customers the option to contact you directly for help with their delivery, you can add customer service contact details to your account.
These details will then be visible by clicking the tracking link included in customer notifications.
Add a phone number or email to > Contact information
These details will be publicly visible to your customers via the tracking link they receive in their SMS/email customer notifications
Contact details visible to customers
SMS/email customer notifications contain a tracking link
Clicking this tracking link takes the customer to a delivery tracking page
On this page, under Support, customers can see the phone number/email provided as Contact information and a range of other useful information about their delivery.
Set general delivery cost and unit preferences
Go to Settings > Workspace > General
You can set delivery cost units for:
Cost per hour
Cost per mile
You can set general preferences for:
Time unit
Distance
Currency
Set general driver preferences
Go to Settings > Operations > Driver settings
You can set general driver preferences for:
Navigation app
Map type
Vehicle type
Set general and route permissions for drivers
You can also choose which settings you want to allow drivers to override.
Go to Settings > Operations > Driver settings
Here, you can manage what changes drivers are allowed to make to:
General permissions
Routes created dispatchers
Route created by driver
The default setting is that drivers have permission to make all/any changes.
To customize these settings, toggle the permissions on/off and then check the radio buttons next to each route setting you want your drivers to be able to change.
Allow/restrict drivers' ability to make the following changes to their settings and routes:
Vehicle type
Navigation app
Side of road
Average time at stop
Edit routes sent to them by dispatchers
Create routes
Edit started routes
Update a route
Reoptimize a route
Delete a route
Edit the route name
Edit the route day
Edit the route start time/start the route before the start time
Edit the route end time
Edit the route start location
Edit the route end location
Add stops to a route
Delete stops from a route
Duplicate stops on a route
Edit a stop address
Edit the stop order
Edit the stop type
Edit stop notes
Edit the package count
Edit the arrival time
Edit the time spent at a stop
Scan barcodes to confirm delivery
Choose route and driver optimization settings
Go to Settings > Operations > Routes and optimization
Here you can select how you want driver allocation and route optimization to be performed by Circuit for your team.
Optimization preferences
Choose how you would like drivers to be allocated.
Choose between these two options:
Driver optimization
Assign stops to selected drivers
Add specific drivers first, then optimize routes to distribute the stops between them
Assign as few drivers as needed
Optimize the route first, then let the system calculate the number of drivers needed to complete it.
Route optimization
Chose how you would like workload, driving time, and fleet efficiency to be allocated.
Choose between these three options:
Equalize workload
Each driver will have a roughly equal number of stops
Balance workload and efficiency
Each driver's route will take roughly the same amount of time to complete
Maximize efficiency
Each driver's route may differ greatly, but the total time to complete all stops will be as short as possible.
Avoid toll roads
Go to Settings > Operations > Routes and optimization
The preference to plan routes that avoid toll roads is turned on by default.
When a driver is added they are given the vehicle type 'Car' by default.
With the 'avoid tolls' setting turned on and the driver's vehicle type set to 'Car' Circuit will automatically create optimized routes that avoid using expensive toll roads.
Troubleshooting
If drivers are having problems creating/following routes that avoid tolls they should:
Check their driver app settings that their vehicle type is set to 'Car'
Make sure that the preferences on the navigation app they are using (Google Maps, Waze etc) are also set to 'avoid tolls'
Read next...
Click here to find out how to override global account settings with individual driver settings.
Got a question?
Contact your account manager, start a live chat, or email [email protected]