Goal
Finish the required setup checks and prove that your company can create, price, send, and schedule a real job.
Prerequisites
- You are an owner or administrator who can edit company, fleet, pricing, driver, and communication settings.
- You know your operating base address, default currency, first vehicle, first driver, and base rates.
- You have the credentials for the mailbox that will send customer messages.
Steps
- Open Onboarding. Choose manual setup, or, if you are the company owner, use the existing import workflow.
- For manual setup, enter the company details and select the operating base from the map results. The saved coordinates are used for route and deadhead calculations.
- Create a real service, enter a positive starting rate, and add a real vehicle. This step also creates or updates the owner-driver profile in one retry-safe operation.
- Connect the company mailbox that will send customer messages, then run Test Connection.
- Create an enquiry with complete journey details and generate its first quote.
- Send the quote to record the operational activation event. Do not send a test message to a real customer unless the enquiry is genuine.
- Review the live readiness checks. Resolve every blocking item and confirm that outbound email is working.
- Select Finish setup. The server re-checks readiness, email, and operational activation before recording completion.
Expected result
The onboarding flow records setup completion, the dashboard checklist closes, the mailbox connection is healthy, and 4fleet has evidence of a sent quote or created booking. The old Go-Live URL opens this same onboarding flow.
Troubleshooting
- Manual or import is unavailable: only the company owner can start the import workflow. Other operators must use manual setup.
- The operating base is incomplete: select an address from the map results so valid coordinates are saved.
- Fleet or pricing is still incomplete: confirm that the service and vehicle are real, the starting rate is positive, and the active vehicle class has the required pricing.
- Email is still incomplete: a saved mailbox is not enough. Open Settings > Communications and run Test Connection.
- Activation is still incomplete: generate and send the first quote, or create a booking. Moving through the screens without that server-recorded event does not complete setup.
- Finish setup is unavailable: resolve every blocking item. Recommended items may be handled later, but blocking items cannot be skipped.
- A quote has no price: verify the journey locations, service, vehicle capacity, and pricing before changing advanced rules.