# eLogii Help Center > Welcome to the eLogii Help Center! ## Getting Started Guide - [Getting Started Guide - Delivery Business](http://help.elogii.com/en/articles/5161845-getting-started-guide-delivery-business.md): Learn how to set-up your operations and get started with eLogii - [Getting Started Guide - Field Service Business](http://help.elogii.com/en/articles/12521693-getting-started-guide-field-service-business.md): Learn how to set-up your operations and get started with eLogii - [Driver App Use](http://help.elogii.com/en/articles/10742045-driver-app-use.md): This article will explain the basic use of the Driver app for both Delivery and Field service businesses. - [Change Password](http://help.elogii.com/en/articles/5253475-change-password.md): How to change your password - [eLogii's Support](http://help.elogii.com/en/articles/5645598-elogii-s-support.md): Learn about the initial steps on our dashboard and how to reach our support team - [eLogii Dictionary](http://help.elogii.com/en/articles/5568737-elogii-dictionary.md): Learn the basic terminology of our platform ## Account Settings - [Forgot Password](http://help.elogii.com/en/articles/5253457-forgot-password.md): How to reset your password - [Account Contact Information](http://help.elogii.com/en/articles/5352430-account-contact-information.md): How to add or update your account contact information - [Password Reset](http://help.elogii.com/en/articles/12136352-password-reset.md): Learn how to reset passwords for various user levels ## FAQ - [General FAQs](http://help.elogii.com/en/articles/6983933-general-faqs.md): Welcome to the FAQ section. Here are the most commonly asked questions. - [API FAQs](http://help.elogii.com/en/articles/7836390-api-faqs.md): Some of the most frequently asked API-related questions ## Data - [Task Import](http://help.elogii.com/en/articles/5391156-task-import.md): How to bulk-import tasks with a CSV file - [Driver Import](http://help.elogii.com/en/articles/5390947-driver-import.md): How to bulk-import drivers via CSV file - [Vehicle Imports](http://help.elogii.com/en/articles/5390968-vehicle-imports.md): How to bulk-import your vehicles - [Customer Import](http://help.elogii.com/en/articles/5390972-customer-import.md): How to bulk-import your customers - [Import Geocoding](http://help.elogii.com/en/articles/5645393-import-geocoding.md): Learn how to configure your geocoding when importing Tasks - [Import History](http://help.elogii.com/en/articles/5645415-import-history.md): Learn how to view all your previous imports - [Entity Fields for CSV Import](http://help.elogii.com/en/articles/11123945-entity-fields-for-csv-import.md): Learn all about data fields that can be imported via CSV. - [Export Data](http://help.elogii.com/en/articles/6777737-export-data.md): Learn how to export your data in CSV from eLogii. - [Import Mapping](http://help.elogii.com/en/articles/5645417-import-mapping.md): Learn how to match your file with eLogii's file import requirements - [Import Errors](http://help.elogii.com/en/articles/5391146-import-errors.md): How to find and fix errors in your CSV files on import - [Geocoding](http://help.elogii.com/en/articles/12300702-geocoding.md): Learn how Geocoding works and how it's performed - [Geocoding Options](http://help.elogii.com/en/articles/9979023-geocoding-options.md): Learn about the various geocoding options. - [Task Assignment and Association](http://help.elogii.com/en/articles/11094614-task-assignment-and-association.md): Learn how to pre-assign Tasks to specific Drivers/Agents and how to Associate Tasks to Customers through CSV import. - [Custom Data](http://help.elogii.com/en/articles/6704409-custom-data.md): Learn more about custom data types and how to use them in your operations. - [Route Custom Data](http://help.elogii.com/en/articles/5661822-route-custom-data.md): Learn how to add custom data for a route - [Preset Filtering](http://help.elogii.com/en/articles/5646440-preset-filtering.md): Learn how to create a preset filter to apply for your future searches - [Advanced Filtering Options](http://help.elogii.com/en/articles/5631152-advanced-filtering-options.md): Learn how to filter drivers and tasks on the Planning screen ## Drivers and Vehicles - [Driver Setup](http://help.elogii.com/en/articles/5391047-driver-setup.md): Using the Driver form to set up a driver ready for work \(account creation, setting the schedule, assigning a vehicle\) - [Driver Schedule](http://help.elogii.com/en/articles/5681898-driver-schedule.md): Learn how to create driver schedules, as well as breaks and exceptions in their schedule - [Driver Depot and Location Setup](http://help.elogii.com/en/articles/6778337-driver-depot-and-location-setup.md): Learn how to assign Driver to a Depot and how to set up their Start and End Locations - [Driver Skills](http://help.elogii.com/en/articles/5391049-driver-skills.md): Adding skills to a driver - [Driver Ratings](http://help.elogii.com/en/articles/5391121-driver-ratings.md): Allowing customers to rate their drivers - [Filter and Search for Drivers](http://help.elogii.com/en/articles/5676042-filter-and-search-for-drivers.md): Learn how to find a specific set of your Drivers. - [Driver Routing Options](http://help.elogii.com/en/articles/8232313-driver-routing-options.md): This article explains how to make use of various limitations and adjustments to Driver routing. - [Schedule-based Driver Skills](http://help.elogii.com/en/articles/9122806-schedule-based-driver-skills.md): Change Driver skills on specific days, or make skill exceptions. - [Driver Return Location Setup](http://help.elogii.com/en/articles/5352532-driver-return-location-setup.md): Including the driver's return to depot in the route, as well as return to custom location in the route - [Maximum Schedule Utilization Factor](http://help.elogii.com/en/articles/13600078-maximum-schedule-utilization-factor.md): Lean how to limit the percentage of Driver schedule utilization - [Vehicles](http://help.elogii.com/en/articles/5391051-vehicles.md): Learn how to create and manage your Vehicles. - [Vehicle Categories](http://help.elogii.com/en/articles/5391065-vehicle-categories.md): Setting up vehicle categories - [Filter and Search for Vehicles](http://help.elogii.com/en/articles/5676128-filter-and-search-for-vehicles.md): Learn how to find a specific set of your vehicles - [Truck Specifications and Routing](http://help.elogii.com/en/articles/5391071-truck-specifications-and-routing.md): Configuring additional data to the vehicles - [Vehicle Capabilities](http://help.elogii.com/en/articles/5391054-vehicle-capabilities.md): Setting up vehicle capabilities - [Vehicle Types](http://help.elogii.com/en/articles/5391061-vehicle-types.md): Creating and assigning vehicle types - [Maximum Vehicle Capacity Utilization Factor](http://help.elogii.com/en/articles/5352557-maximum-vehicle-capacity-utilization-factor.md): Specifying the maximum percentage of capacity up to which the vehicle can be loaded ## Driver App - [Geofence](http://help.elogii.com/en/articles/5643330-geofence.md): Learn how to configure automatic Task state update based on the Driver's location - [Start Tasks in any Order](http://help.elogii.com/en/articles/5643375-start-tasks-in-any-order.md): Learn how to allow your drivers to complete their tasks in any order - [Route Reorder](http://help.elogii.com/en/articles/5643371-route-reorder.md): Learn how to allow your drivers to reorder their tasks - [Step Confirmation](http://help.elogii.com/en/articles/5643381-step-confirmation.md): Learn how to add a step confirmation for task state updates - [Delivery App Actions](http://help.elogii.com/en/articles/5643413-delivery-app-actions.md): Learn how to perform certain actions in-app remotely - [Driver Telemetry](http://help.elogii.com/en/articles/5645380-driver-telemetry.md): Learn how to view driver's live phone data - [Route reoptimization for Drivers](http://help.elogii.com/en/articles/8966002-route-reoptimization-for-drivers.md): Allow your Drivers to reoptimize their Tasks from the Driver app. - [Checklists](http://help.elogii.com/en/articles/8967042-checklists.md): Learn how to configure pre and post delivery checklists for Drivers. - [Allow Drivers to Assign Tasks to Themselves](http://help.elogii.com/en/articles/12538454-allow-drivers-to-assign-tasks-to-themselves.md): Learn how to enable drivers/agents to self-assign Tasks - [Assign Task on Barcode Scan](http://help.elogii.com/en/articles/8944719-assign-task-on-barcode-scan.md): Allowing your Drivers to self-assign Tasks by utilizing Barcode scan - [Item creation in the Driver app](http://help.elogii.com/en/articles/11502944-item-creation-in-the-driver-app.md): Learn how Drivers/Agents can create items directly from the eLogii mobile app ## Customers / Stored Locations - [Customers](http://help.elogii.com/en/articles/5642717-customers.md): Learn how to a create a customer/store and edit their information - [Customer Dashboard](http://help.elogii.com/en/articles/5624455-customer-dashboard.md): Creating an account for your B2B customer to access their dedicated portal \(scheduling / tracking\) - [Customer Tracking Link](http://help.elogii.com/en/articles/5390837-customer-tracking-link.md): How to find the task tracking link - [Customer Notifications](http://help.elogii.com/en/articles/5390871-customer-notifications.md): How to set up notifications for your customers regarding their deliveries - [Customer Service Duration](http://help.elogii.com/en/articles/5642773-customer-service-duration.md): Learn how to add service duration for a specific customer ## Planning Screen - [Single-Driver Actions](http://help.elogii.com/en/articles/5661819-single-driver-actions.md): Learn about different available Driver Actions on the Planning Screen - [Task and Driver actions](http://help.elogii.com/en/articles/5631243-task-and-driver-actions.md): Learn how to use advanced shortcuts on the Planning screen - [Lock/Unlock Tasks](http://help.elogii.com/en/articles/5660881-lock-unlock-tasks.md): Learn how to lock/unlock your tasks - [Driver Route Color](http://help.elogii.com/en/articles/8885308-driver-route-color.md): Make Drivers easily identifiable by assigning them a specific color. ## Configuration - [Configuring Distance Unit and Currency](http://help.elogii.com/en/articles/5253279-configuring-distance-unit-and-currency.md): How to set up your metric system and currency - [Setting your Timezone](http://help.elogii.com/en/articles/5253348-setting-your-timezone.md): How to set your timezone - [Organization ID](http://help.elogii.com/en/articles/5253386-organization-id.md): How to change the Organization ID - [White-labeling](http://help.elogii.com/en/articles/5352426-white-labeling.md): How to white-label eLogii with your brand - [Your Customer Support Contact Information](http://help.elogii.com/en/articles/5352438-your-customer-support-contact-information.md): How to add your internal contact details to customer notifications - [Depot](http://help.elogii.com/en/articles/5253322-depot.md): How to add and set-up your depot\(s\) - [Depot Reloads](http://help.elogii.com/en/articles/12094977-depot-reloads.md): Learn about multiple visits to the depot during the same route - [Create and set up Zones](http://help.elogii.com/en/articles/5898255-create-and-set-up-zones.md): Learn how to distribute your Drivers across different geographical areas - [Add Zones via GeoJSON](http://help.elogii.com/en/articles/6781088-add-zones-via-geojson.md): Learn how to add Zones via GeoJSON - [Dimensions](http://help.elogii.com/en/articles/5352466-dimensions.md): How to define your Dimension\(s\) / Capacity Unit\(s\) for your Vehicles and Tasks - [Duplicate / Pre-Existing Tasks](http://help.elogii.com/en/articles/5352476-duplicate-pre-existing-tasks.md): How to manage pre-existing Tasks in the system during CSV Import - [SFTP Import](http://help.elogii.com/en/articles/9258734-sftp-import.md) - [Task Import Options](http://help.elogii.com/en/articles/11774283-task-import-options.md): Options that allow users to streamline their Task import - [Optimization](http://help.elogii.com/en/articles/12353146-optimization.md): Lean about what optimization is and all the options it entails - [Optimization engines](http://help.elogii.com/en/articles/8842123-optimization-engines.md): Learn more about how the Default \(Base\) and Advanced engine work. - [Optimization Options](http://help.elogii.com/en/articles/11064848-optimization-options.md): This article lists all the available optimization options in eLogii. - [Custom Optimization](http://help.elogii.com/en/articles/11069691-custom-optimization.md): Learn more about custom optimization and how to save and apply presets for it. - [Cluster Optimization](http://help.elogii.com/en/articles/8885471-cluster-optimization.md): Learn more about how to Cluster Optimization works. - [Single Segment Optimization Mode](http://help.elogii.com/en/articles/5352563-single-segment-optimization-mode.md): Learn how to enable and utilize simple delivery optimization mode - [Auto Optimization](http://help.elogii.com/en/articles/9842415-auto-optimization.md): Learn how automatic optimization works, and how to enable-disable it. - [Optimize for Selected](http://help.elogii.com/en/articles/9700447-optimize-for-selected.md): Learn how to optimize selected Tasks for selected Drivers - [Tolerances](http://help.elogii.com/en/articles/5352548-tolerances.md): Allowing Drivers to be early/late to the Task location and allowing them to exceed their work schedule - [Additional Optimization Options](http://help.elogii.com/en/articles/9991979-additional-optimization-options.md): Learn more about all the additional optimization options eLogii offers. - [Constraints](http://help.elogii.com/en/articles/6809043-constraints.md): Everything you need to know about how Constraints work in eLogii - [Service Duration](http://help.elogii.com/en/articles/5352543-service-duration.md): Adding the average time it takes to complete a task - [ETA Scaling and Route ETA Calculation](http://help.elogii.com/en/articles/5352555-eta-scaling-and-route-eta-calculation.md): Making manual adjustments to the system-calculated ETA and including live traffic information when calculating ETAs - [Sort Route to reconcile Out-of-order execution](http://help.elogii.com/en/articles/5623904-sort-route-to-reconcile-out-of-order-execution.md): Enabling ETA updates if tasks are being completed out of order - [Wait at first Task instead of starting later](http://help.elogii.com/en/articles/5623920-wait-at-first-task-instead-of-starting-later.md): Ensuring your drivers start their routes at the beginning of their work schedule - [Optimization Segmentation](http://help.elogii.com/en/articles/13926558-optimization-segmentation.md): Learn more about the Optimization Segmentation feature - [Cost Calculation](http://help.elogii.com/en/articles/5352516-cost-calculation.md): Configuring how costs are calculated - [Revenue Calculation](http://help.elogii.com/en/articles/7745030-revenue-calculation.md): Learn more about the Revenue Calculation feature - [Cost-based Optimization](http://help.elogii.com/en/articles/8753717-cost-based-optimization.md): This article explains how the Cost-based Optimization feature works. - [Advanced Cost Calculation](http://help.elogii.com/en/articles/12974131-advanced-cost-calculation.md): Learn how to set up advanced cost calculation - [Task Lateness Panel](http://help.elogii.com/en/articles/5624033-task-lateness-panel.md): How to enable and view the task lateness panel - [Field Service Mode](http://help.elogii.com/en/articles/10191616-field-service-mode.md): Learn about the Field Service Mode feature. - [Planning and Monitoring Screen Customization](http://help.elogii.com/en/articles/6704837-planning-and-monitoring-screen-customization.md): Learn how to customize the Planning and Monitoring Screen. - [General Dashboard Settings](http://help.elogii.com/en/articles/15445627-general-dashboard-settings.md): This article lists and explains all general Dashboard settings - [Dashboard Operations Settings](http://help.elogii.com/en/articles/15458342-dashboard-operations-settings.md): This article explains options available in the operations section of Dashboard Settings. - [Driver Manifest](http://help.elogii.com/en/articles/15502644-driver-manifest.md) - [Tracking Page Customization](http://help.elogii.com/en/articles/5624503-tracking-page-customization.md): Configure what your recipient can see and do on their tracking link - [Tracking link](http://help.elogii.com/en/articles/12033884-tracking-link.md): Allow customers to track the status and location of their order/agent location - [Proof of Delivery](http://help.elogii.com/en/articles/5352598-proof-of-delivery.md): Proof of Delivery Actions - [Customizing Proof of Delivery](http://help.elogii.com/en/articles/8915777-customizing-proof-of-delivery.md): Lean how to create Custom POD Forms. - [Failed Delivery Workflow \(Issue Options\)](http://help.elogii.com/en/articles/5352602-failed-delivery-workflow-issue-options.md): Setting up a specific workflow in case there are issues with the delivery - [Partially Completed Task Workflow](http://help.elogii.com/en/articles/9638757-partially-completed-task-workflow.md): Learn how to utilize the Partially Completed Task Workflow option. - [Complete Task with a Problem](http://help.elogii.com/en/articles/12700763-complete-task-with-a-problem.md): Learn how to successfully complete a Task, but note down an issue that has occurred - [Customizing the Driver App](http://help.elogii.com/en/articles/5352608-customizing-the-driver-app.md): Restricting what the driver can do in their app ## Users and Teams - [Users](http://help.elogii.com/en/articles/5391188-users.md): How to create a new user account and define their user role - [Teams](http://help.elogii.com/en/articles/5391215-teams.md): Create a team\(s\) and assign users and drivers to each team and assign only a specific set of drivers and users to a task and customer - [Team-based Planning and Optimization](http://help.elogii.com/en/articles/5391221-team-based-planning-and-optimization.md): How to plan and optimize on a team level - [Two-factor Authentication for Users](http://help.elogii.com/en/articles/12539305-two-factor-authentication-for-users.md): Learn how to set up 2FA for eLogii Users ## Features and Functionalities - [Notifications - Email](http://help.elogii.com/en/articles/5645554-notifications-email.md): Learn how to configure your email notifications - [Notifications - SMS](http://help.elogii.com/en/articles/5645562-notifications-sms.md): Learn how to configure your SMS notifications - [Notifications - Push](http://help.elogii.com/en/articles/5645558-notifications-push.md): Learn how to configure your push notifications and notify Drivers of any changes made to their Routes - [SMS and Email Template Tags](http://help.elogii.com/en/articles/5646146-sms-and-email-template-tags.md): Learn about all the different data fields you can use in your notification templates - [Advanced Notifications](http://help.elogii.com/en/articles/14182148-advanced-notifications.md): This article explains how to configure eLogii's advanced notification system. - [Contact Options for Drivers and Agents](http://help.elogii.com/en/articles/6780876-contact-options-for-drivers-and-agents.md): Lean how to enable the driver to directly call your support team and how to directly call the location contact - [Return Options](http://help.elogii.com/en/articles/5645447-return-options.md): Learn how to set up a workflow in case the task failed and is to be returned to a location - [Task Fail](http://help.elogii.com/en/articles/5645482-task-fail.md): Learn how to allow your driver to mark task as failed and how to configure a drop-down menu for failure reasons in-app - [Task Issue Workflow](http://help.elogii.com/en/articles/10085968-task-issue-workflow.md): Learn more about the different Issue Workflow Options you can configure. - [Reattempts](http://help.elogii.com/en/articles/13056622-reattempts.md): This article explains how you can make use of the reattempts feature. - [Task Labels](http://help.elogii.com/en/articles/5642843-task-labels.md): Learn how to use eLogii's task label feature - [Barcode scan](http://help.elogii.com/en/articles/8974889-barcode-scan.md): Learn how to set up and use barcode scan. - [Proof of Delivery \(POD\) PDF](http://help.elogii.com/en/articles/13011230-proof-of-delivery-pod-pdf.md): Learn all about POD PDFs - [Activating Voice calls](http://help.elogii.com/en/articles/5793101-activating-voice-calls.md): Learn how to set-up a number with Twilio and integrate it with eLogii - [Task rules](http://help.elogii.com/en/articles/7827129-task-rules.md): Learn more about how to set up automated rules and actions that are triggered when certain Task-related conditions are met. - [Customization Hierarchy](http://help.elogii.com/en/articles/5646421-customization-hierarchy.md): Learn the hierarchy of configuration setup for different entities - [Warehouse Operations](http://help.elogii.com/en/articles/9345718-warehouse-operations.md): Learn how to configure and use the Warehouse operations feature. - [Saved Locations](http://help.elogii.com/en/articles/12129898-saved-locations.md): Lean about saving locations and using them later on in eLogii - [Branding and Multibranding](http://help.elogii.com/en/articles/14350634-branding-and-multibranding.md): Lean how to set up branding in eLogii. - [Masked Calling](http://help.elogii.com/en/articles/14483956-masked-calling.md): Learn how to set up masked calling in eLogii - [Driver rules](http://help.elogii.com/en/articles/15516678-driver-rules.md): This article explains how to set up and use Driver rules. ## Plan and Billing - [Upgrade eLogii Plan](http://help.elogii.com/en/articles/5615737-upgrade-elogii-plan.md): Learn how to change your subscription package - [Update Payment Method](http://help.elogii.com/en/articles/5620730-update-payment-method.md): Learn how to update your current payment method - [View/Export Account Invoices](http://help.elogii.com/en/articles/5620741-view-export-account-invoices.md): Learn how to view and export your billing history ## Extensions and Integrations - [Webhooks](http://help.elogii.com/en/articles/5645384-webhooks.md): Setting up webhooks with eLogii - [Dashboard Extensions](http://help.elogii.com/en/articles/13793435-dashboard-extensions.md): Learn how to set up Dashboard extensions and connect them to your other systems. - [Code snippet](http://help.elogii.com/en/articles/6704637-code-snippet.md): Learn how to utilize the Code snippet feature - [what3words Integration](http://help.elogii.com/en/articles/10026476-what3words-integration.md): Lean how to connect what3words with eLogii - [How to set up Twilio for SMS notifications](http://help.elogii.com/en/articles/8304468-how-to-set-up-twilio-for-sms-notifications.md): Learn how to create a Twilio account and connect it to your eLogii.