What is Circle Fleet?
Circle Fleet is a system for the delivery company itself. You stay a delivery company: your drivers, your clients, your prices. The system is your “control room”, where you run everything in one place instead of paper, WhatsApp and notebooks.
Who deals with the system?
| Who | What they do | They use |
|---|---|---|
| The company owner | Signs the company up, chooses the subscription, adds the team, sees everything | The company console, in a browser |
| The manager | Runs drivers, clients, prices and orders | The company console |
| The dispatcher | Takes the restaurant’s phone order and assigns it to drivers | The company console |
| The accountant | Follows cash, client balances, driver pay, reports and paying Circle’s subscription | The company console |
| The driver (agent) | Receives the order, delivers it, collects the money | The Fleet Agent app on their phone |
| The client: a restaurant, shop or person | Asks for a delivery, follows it and sees its statement | The Circle Fleet app (Android) or the website in a browser |
| Circle’s team | Supports your company. Never enters your account without your permission | A console of its own |
The four places you will work in
- The Circle Fleet website (the main site): features, prices, signing your company up, downloading the Android apps, and this guide.
- The company console: your team works on it from a computer or phone in a browser. This is where most of your work happens.
- The driver app “Fleet Agent”: on each driver’s phone.
- The client app “Circle Fleet”: on the restaurant’s phone, or opened from a browser with nothing to install.
An order’s journey from start to end
- The restaurant asks for a delivery from its app, or phones you and the dispatcher enters the order in the console.
- The order shows on the live orders board as “Waiting for a driver”.
- The dispatcher assigns a driver (or the system does it by itself if you turn on automatic dispatch). Its state is “Driver assigned”.
- The driver presses “Accept order”, and it becomes “Accepted by driver”. If the driver rejects it, it goes back to “Waiting for a driver” so the dispatcher can give it to another driver.
- The driver goes to the restaurant and presses “Picked up”: the state is “On the way”.
- The driver delivers to the receiver, collects the money due if any, and presses “Delivered”: the state is “Delivered”.
- The amounts go into the restaurant’s and the driver’s accounts and become statements and reports.
All the states of an order: New, Waiting for a driver, Driver assigned, Accepted by driver, On the way, Delivered, Delivery failed, Cancelled.
Three rules that run everything
- Everyone sees only what is theirs. Amounts and prices show only to those with the permission. The driver does not see the delivery price.
- Every important change is recorded in the “Change log”: who changed it, when, and what it was before and after.
- Nothing is lost because of the internet. The driver app keeps what is tapped and sends it when the connection is back, without repeating it.