Welcome to eLogii. In this article, we will go over the key points of using eLogii and getting the most out of it for your operations. This guide is made specifically to help field service businesses set up their eLogii accounts.

In case you have already started exploring on your own, feel free to jump ahead to any operation listed below to learn more about it.

If you have any questions that aren't answered here, feel free to contact our team via chat or by emailing them at support@elogii.com. Additionally, you can always check out our Help Centre for more guides.

To sign in, head over to elogii.com and select Sign in.

Alternatively, you can sign in from dash-beta.elogii.com and log in to your account.

To log out of your account, click on the arrow next to your email on the right-hand side of the screen and select Log Out. Here, you can also change your password and l app language.

Next, please make sure that you have the right time zone set for your location. Note, this is a mandatory step to ensure your ETAs are shown correctly, and in line with your timezone.

This can be done in Configuration ⇒ Organization Profile ⇒ Timezone. Click Save once the Timezone has been selected.
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Although depots are not commonly used in field service operations, they remain an integral part of the eLogii platform. A depot must be present in your account configuration, even if your business will not utilize it in daily operations. For field service businesses, we recommend creating a depot that contains your HQ address.

Setting up a depot can be done in Configuration ⇒ Depots ⇒ Add.

Click Save once all the information has been added.
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Dimensions refer to a specific unit(s) that define your Vehicle Capacity, which is a key factor used in Route Optimization. If your business does not take into account vehicle load, you can skip this step and leave the default name.

Setting up Dimension can be done in Configuration ⇒ Dimensions.

Select Edit and input the Dimension Name and Unit (e.g., Weight and kg).

Click Add and then Save to apply changes.

Field Service Mode is a set of predefined workspace configurations in eLogii designed to tailor the platform’s behavior and settings to better support the specific needs of field service operations.

It will rename Drivers to Agents across your eLogii workspace, and it will apply the Single Segment Optimization mode, which will entirely remove the pickup step of the Task.
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Field Service Mode can be found in Configuration ⇒ Dashboard settings ⇒ General Settings.

Adding a new vehicle can be done in Vehicles ⇒ Add a vehicle.

Input all required data, such as Vehicle Name and the Capacity previously set in Configuration. If you don't have a Capacity measurement for your Vehicles, set a large number (e.g., 10,000) for each Vehicle.

Click Save once all the required data has been added.

Adding vehicles through CSV import and API is also possible.

Adding a new Agent/Driver can be done in Agents/Drivers ⇒ Add a Driver/Agent.

Alongside the First Name, Username, and Password fields, which are mandatory for each Agent/Driver, will be used to log in to the eLogii Driver App.

Click Save once all the required data has been added.

Next, it is important to assign a Vehicle to an Agent/Driver, and this can be done in Agents/Drivers ⇒ Agent/Driver Profile ⇒ Vehicle. Click Save once a vehicle has been selected.

It's also important to create a schedule for your Agents/Drivers, which you can do by navigating to the Schedule section and setting up their work time for each day they will be working.

Click Save to apply the changes.

Agents/Drivers and their schedules can also be imported through CSV or added via API.

In eLogii, Tasks usually consist of a Pick-up and a Drop-off, but in case you've enabled the Field Service Mode, your Tasks will only consist of a Dropoff location, which, in your case, will likely be a customer location.

For example, a simple Delivery from your Warehouse to a Customer may be defined as a Pick-up from your Depot and a Drop-off to a pre-defined Customer or Custom Location.

Tasks can be added either manually via the Dashboard, via CSV Import, or via an API integration to an internal and/or external system (e.g., eCommerce Platform, CRM, ERP, WMS, etc).

Navigate to Tasks ⇒ Add a Task and complete the following mandatory inputs:

Add any other relevant information to the Task (e.g., Reference, Contact Information, Time Window, Driver Instructions, etc.), but this is not mandatory. Click on Save once all the information has been added.

Navigate to Tasks ⇒ Import and Download CSV Template. Complete the following mandatory fields using the same format specified in the example in the CSV file:

Add any other relevant information to the Task (e.g., Reference, Contact Information, Time Window, Agent/Driver Instructions, etc.), but this is not mandatory.

Save the CSV file once you've added all the information and click Select CSV File in the Dashboard to import the Tasks. If you have not included any Task geo-coordinates, click Geocode Addresses. Once this has been completed, click Import, and your Tasks will now appear in the Operations / Planning screen for the selected date.

The Operations / Planning tab allows for the dispatch and optimization of your Tasks. This can be done either automatically or manually. This operation can be performed either Today or on any Future Date in advance.

On the Left, all the Tasks for that particular day are shown, and on the Right, all the Drivers/Agents scheduled for that day are listed.

Once you've set up your operations and all your Tasks and Agents/Drivers for that day have been added, simply click Optimize, and your Tasks will be Automatically Dispatched to your Drivers.

To view each Agent/Driver's Route, simply click on each Agent/Driver on the Right, and their Route will be shown below. Tasks are shown in the specific order of execution, with their respective ETA. To Route Timeline view is also available at the bottom of your screen.

Tasks can also be Manually Dispatched to Agents/Drivers, by either Drag-and-Drop or by enabling Selection Mode for one or more Tasks and then selecting Actions ⇒ Assign Tasks.

The eLogii Driver App is available for both iOS and Android and can be downloaded from their respective App Stores.

Each Agent/Driver can log in using the following credentials set in their Agent/Driver Profile:

Once Logged In, each Agent/Driver can see a List or Map view of their Tasks by selecting Tasks in the bottom-right corner of the App.

To start a Task, click Open Next Task, and the Driver will be guided through a series of actions to complete each Task.

To set up Proof of Delivery for your Tasks, navigate to Configuration ⇒ Task Actions (POD). This can be configured separately for Pick-up and/or Drop-offs. (If you do not have pickups, then you would only need to configure PODs for Drop-offs)

The following options can be selected, and these can be either Optional or Required for each or all of the respective actions that you've selected.

Once this has been set up, PODs will be applied for all Tasks automatically upon their creation/import and will appear in the eLogii Driver App as per the below. Note that the proof of collection of these actions can be shown in the Task History.

Email and/or SMS Notifications can be sent to your customers/end recipients of each Task, and this can be set up here: Configuration ⇒ Notifications.

These Notifications can be triggered at various points of the Task Lifecycle, and both the Email and/or SMS messages can be customized.

Each Notification includes a Tracking Link, as seen below (also Mobile-friendly), showing the following information:

The information displayed in the Tracking Link can be customized here: Configuration ⇒ Tracking.

This concludes the Getting Started Guide. If you'd like to learn more about eLogii and/or if you have questions, you can either: