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Get Started - Merchant

1. Create a Merchant Account

It takes 2 minutes to sign up and start using the GetSwift software to manage your company's delivery operations. Take a look at our video guide or written instructions below:

  • Note: If you are a driver, please do not sign up for a Merchant Fleet account on this page. You will need to be invited by a business to start driving using GetSwift. For more details, please read our driver start guide


 
 

Step 1

Navigate to the sign up page



Step 2

Fill in all fields, including your merchant name and other details about your business



Step 3

Click "Register" at the bottom of the page


4. Add Users (Dispatchers)

To add a user (dispatcher) to your account so they can also log in and manage your operation is really easy! 


step 1

Click on the Menu icon (𝝣) and then click the Users link

 

step 2

Invite a new user (dispatcher) by sending them an email invite

The user will receive an invite email. They will need to follow the instructions in the email to join your GetSwift account


5. Add Driver


STEP 1

Click on the Menu (𝝣)

STEP 2

Then Drivers in the drop-down

 STEP 3

You will arrive at the “Manage Drivers” page where you can easily view drivers, manage their accounts and add new drivers by one of these four options:

Use the same email address used when creating your merchant account when using a driver account.

Enter the driver’s email address which sends them an invitation via email to register.

Enter all driver details manually and complete registration on behalf of your driver.

Use your unique registration link that you can share with drivers through social media or job postings, etc.


How to:


6. Enter Jobs


There are 9 ways to enter jobs into GetSwift, both automatically or manually. Click on the links below to read more about each method:

MANUALLY ENTER JOBS

Method

Description

Useful for…

Simple Form

Enter a single job by simply adding address and contact information

Quickly adding jobs with only the basic information

Advanced Form

Enter a single job with expanded details

  • Includes data fields for timing / scheduling, delivery instructions, items, fees, etc.

Manually adding jobs with more detailed information

Templates

Enter a single job using a template, customized to your business details & process

  • Save common data and hide irrelevant data fields

Manually adding jobs that have commonly repeated information / job details

Batch Upload

Enter multiple jobs by uploading a CSV spreadsheet into GetSwift

Businesses that download Excel reports from a POS/ordering system, or organize their jobs in an offline spreadsheet

Returns

Enter a single job to pickup items that have already been delivered and are now being returned by the customer

Quickly entering a return order without needing to re-enter repeat information

 

AUTOMATICALLY ENTER JOBS

Method

Description

Useful for…

Email Importer

Enter jobs by automatically pulling information from order notification emails

  • There are a couple setup options depending on which system you are using

Businesses that use ordering systems that can send order notification emails

Booking Form

Enter jobs by inviting your customers to use our built-in booking form

  • Requires that you invite your end customer to create an account on GetSwift
  • You can also use third-party form builders such as Jotform or Typeform

Businesses with a stable customer base that places frequent repeat orders

API Integration

Enter jobs through a direct connection with GetSwift through our open API

  • You will need a developer who can code the API connection in JSON

Businesses that use custom ordering systems, or want additional flexibility in entering jobs

Third-party Integrations

Enter jobs through direct integrations with other platforms

  • See our list of direct third-party integrations here
  • Through our integration with Zapier, we also have connections to 1000+ different apps including Shopify, WooCommerce, Wordpress, Jotform, Typeform, Google Sheets & Forms, Acuity Scheduling, Calendly, Hubspot, Paypal, Stripe, Square, etc.

Businesses that use popular cloud-based platforms for managing e-commerce, ordering, forms, spreadsheets, scheduling, and/or payments

 


7. Dispatch to Drivers


There are 5 ways that the GetSwift system can send/notify new jobs to your drivers. You can select which method you would like to use in Settings New job driver notification method.

Notify All Drivers

Automatically notifies all online drivers, and offline drivers as soon as they become online

Manually Notify

User/Dispatcher will manually notify / assign the driver using the Map dashboard. Read more here

Smart Notifications

Automatically notifies drivers based on the following rules:

  • Driver closest to the pickup location

  • Driver most available (based on driver capacity)

  • Driver with the best driver rating

GetSwift will scan the area around the pickup location, notifying the best matched driver according to the above criteria. If the notified driver does not accept, the system will continue notifying the next matched driver, until a driver accepts the job.

Notify Specific Driver

User/Dispatcher assigns a driver as the job is being entered into the GetSwift system

For advanced capabilities with this notification method, check out Driver Match Key to see how you can use this to automatically assign drivers.

Expanding Proximity

Automatically notifies drivers who are within 1 mile/1 km of the pickup location (with available capacity and good driver ratings), for 25 seconds to accept the job. If no driver accepts, the system then notifies drivers within 2 miles/2 km of the pickup location for another 25 seconds, and it will keep notifying further out until a driver accepts the job or the job is manually assigned.


8. Alert your Customers


GetSwift enables you to send automated alerts and live tracking to your customer so they are always informed where their order is via SMS, Email and/or Webhooks. We also give you the ability to customize your SMS alert messages and upload your company logo so your customer has the full white labelled experience with your brand. Trigger alerts based on what events are important to you:

New job

accepted

en route

completed

cancelled

when a job is entered into GetSwift

when driver presses "Accept" button for a job

when a driver presses "On Way" button for a job

when driver presses "Complete" button for a job

when dispatcher cancels a job or job is auto-cancelled

 

automatically alert your customers & Management


9. Terminology




TERMINOLOGY

DEFINITION

Accepted

Jobs that have been accepted by or assigned to a driver

Advanced Form

Enter a single job with expanded details - including data fields for timing / scheduling, delivery instructions, items, fees, etc.

API

Application Programming Interface (API) allows automated access to the GetSwift proprietary logistics platform. You can obtain quotes, book deliveries, track orders and view your order history via a simple RESTful interface

Average Immediate

(aka “Avg Immed”)

“Average immediate” metrics exclude future jobs from the calculation. This allows you to separate your “on-demand” jobs KPIs from your “pre-scheduled” job KPIs

              Avg Immed

              Delivery Time

Average delivery time of “on-demand” job - calculated from the time created to time completed

              Avg Immed

              Dispatch Time

Average delivery time of “on-demand” job - calculated from the time created to time a driver accepts a job

Batch

Enter multiple jobs by uploading a CSV spreadsheet into GetSwift

Billing

Setup your payment method and add money to your account - in order to access the GetSwift portal and services

Booker

Person with access to the “Public Booking Form” - they were invited to enter job into your account through the GetSwift booking form

Capacity

Maximum number of job a driver can accept or be assigned at any given time

Dashboard

There are 2 different ways of monitoring and managing your jobs: Map dashboard & Live Jobs dashboard

Dispatch

Notify and assign jobs to your drivers

Driver

Person who is invited by the merchant to deliver jobs

Driver Declarations

Optional and customizable checklist of items that a driver must agree to before they go “online” at the beginning of each shift to start receiving jobs in the driver mobile app

Driver Match Key

Allows you to automate assignment of drivers to specific job through API or Batch Upload

Drop-Off

Final destination of a job and associated details (location where items are delivered to the end customer)

En Route / On-Way

Driver has picked up a job and is in the process of delivering it to the final destination (drop-off)

ETA

Estimated Time of Arrival.  This can be viewed on your map as well as be sent directly to your end customers by enabling alerts.

*Note: Please contact GetSwift directly to enable this feature

             ETA: Back To

             Hub

Time it will take for the driver to return to the pickup location (only for businesses that have one pickup location for all jobs)

             ETA: Delivery

             Run Completion

Time it will take for the driver to complete all en route jobs

             ETA: Delivery

             Status

Time it will take for the driver to arrive at the drop-off for the next job in their queue

Future

Job where the pickup time is set in the future, determined by the “Minutes to notify drive before pre-scheduled jobs” setting

*Note:  You can modify this setting in Settings > Advanced Settings

Live Jobs

Dashboard with a list view of active jobs and their status. Can also notify drivers, modify jobs, and delete jobs on this page

Map

Dashboard with a map view that provides dispatchers an overview and visibility into active jobs. Enables the business to manage and/or modify jobs and drivers

Merchant

Your business / company / store / restaurant. In an “organization” structure, this will be one individual store location

Notify

Initial alert driver(s) receive indicating that they have a new job. The driver then has the option to accept and be assigned a job, or decline the job

Organization

Allows you to manage multiple businesses that are organized in a hierarchical structure

*Note: Please contact GetSwift directly to enable this feature

 

Pickup

Initial location where a job starts and associated details (location where items are received by the driver for delivery)

Proof of Delivery

In the Driver App, your driver has the option to add a photo and/or signature as a proof of delivery. Enabling this feature makes it mandatory for your drivers to collect POD.  This can also be sent to your customer upon completion of the job.

Public Form (Booking)

Enter jobs by inviting your customers to use GetSwift’s built-in booking form

Purchase

Gives the driver the ability to purchase items at pickup. For reporting purposes, the driver will be required to input the amount paid before going “En Route”

Received

Jobs that have been entered into the GetSwift platform and are awaiting dispatching to the drivers

Routing

Automatically set the most efficient driving route for your drivers based on distance or delivery time

*Note: Please contact GetSwift directly to enable this feature

Simple Form

Enter a single job with basic details - by simply entering address and contact information

SMS Sender ID

Allows for a personalized sender name or number

*Note: This is only available in certain countries (more details here). If you enter the SMS Sender ID in an unsupported country, the SMS will not be sent out to your customers

Job

Order / task / delivery that is to be delivered to an end customer

Template

Enter a single job using a customized job entry template - save commonly repeated data and hide irrelevant data fields

Tracking

Allows your customers to track the location of their orders and your business to track the location of your drivers

User

Administrator or dispatcher that manages the GetSwift web portal interface for your account

 


10. Advanced Features / Settings

 
 

Navigate to you Setting and click “show advanced settings”


MERCHANT SETUP

TERMINOLOGY

DEFINITION

Most Common Type of Delivery

Sets the default fields shown in the ‘add a task’ form to align with your delivery operations and business model. ‘Service Based’ will only allow for a destination address (no pickup address)

Default Payment Type for New Drivers

Wage: The driver is paid on wage - GetSwift will only record the tips (if entered) for payment to the driver

Commission: The driver is paid on commission - GetSwift will record a percentage of the delivery fee + tips (if entered) for payment to the driver

Manually Approve Driver

Sets whether or not all new drivers (including ones that the user adds) need to be manually approved before they can start working for you. To approve a driver, go to Drivers page → Filter → Awaiting approval → click Approve for each driver

Standard Recommended Delivery Time

Sets the default ‘Latest Time’ for all new tasks entered. This will extend or shorten the delivery time window for all new tasks. For example, if this was set at 120 minutes, then the driver would have 2 hours to complete the delivery

Maximum Miles Radius Cut-Off for Driver Notifications

Sets how far away drivers can be from the destination location of a task in order to receive the task notification. Drivers will not be notified if the distance between the drivers’ current location and the delivery location is greater than the maximum miles set here

Default Delivery Fee to Invoice

Sets the default delivery fee in the ‘add a task’ form. If using you are using templates to enter tasks into GetSwift, this will only autofill new templates.

 

DRIVER APP BEHAVIOR

TERMINOLOGY

DEFINITION

Proof of Delivery on Completion

Sets whether or not a driver is required to collect a signature or a photo from the customer as a ‘proof of delivery’ before they can complete a task

Hide Driver Prices

Sets whether the ‘Delivery Fees’ and ‘Tips’ fields are hidden in the Driver mobile app

Driver Can Indicate Arrival at Pickup Location

Sets whether the driver can record when they are at the pickup location in the Driver mobile app. This is used for record-keeping purposes only.

Driver Can Indicate Arrival at Drop-off Location

Sets whether the driver can record when they are at the drop-off location in the Driver mobile app. This is used for record-keeping purposes only.

 

AUTOMATION

TERMINOLOGY

DEFINITION

Force Accept Job when Notified

Sets whether or not drivers will be automatically assigned to all tasks that they have been notified for. Drivers will not have an option to accept or decline tasks.

Force Accepted Jobs as “On Way”

Sets whether or not accepted tasks will be immediately considered as “On Way”. Drivers will not have an option to manually indicate when they are “On Way”. Drivers will also only be routed to the destination (not to the pickup)

Minutes to Notify Driver Before Pre-Scheduled Jobs

Sets how far in advance of the pickup time you would like task notifications to go out to drivers. Depending on your business model, you may want to notify your drivers days or weeks before these future tasks. For example, if you want drivers to be notified 2 weeks before pickup time, you can enter 20160 minutes.

Hours After Due Date Before Unaccepted Jobs are Automatically Cancelled

Sets the amount of time before late tasks (that have not been accepted by any drivers) are automatically cancelled. Note, this setting is in hours, not in minutes.

 

QUOTING & API

TERMINOLOGY

DEFINITION

Reject Delivery or Quote if Driver Not Immediately Available

Sets whether or not the system will reject booking requests if all drivers are currently busy or at capacity. This only applies to tasks booked through the public booking form or the API

Base Rate to Quote

Sets the base delivery fee. This will be quoted to end customers who book using the public booking form functionality or through the quoting capabilities in the API

Price per Mile to Quote

Sets the rate per mile added to base rate based on the distance between the pickup and destination address. This will be quoted to end customers who book using the public booking form functionality or through the quoting capabilities in the API

 

MISCELLANEOUS

TERMINOLOGY

DEFINITION

Default Driver Fee Percentage

Sets the default percentage of delivery fee paid to the drive. If using you are using templates to enter tasks into GetSwift, this will only autofill new templates. This only applies to commission-based drivers and is used only for record-keeping purposes.

Email orders will be sent from

Required as part of the setup process for importing emails orders automatically to GetSwift

External Store ID

Required as part of the setup process for entering orders through external webhooks

Attach Proof of Delivery to Customer Emails

Sets whether the collected signature or photo (proof of delivery) will be attached to completion email sent to the end customer. The emails can be set up in Alerts.

Language / Locale

Sets the language and location for the GetSwift web application. This will affect language of the interface and also affect specific location or cultural settings.