Guides
Learn Afi Planner, one step at a time
Short, practical guides with screenshots of the real product. Start with getting started: it takes three minutes.
Daily work
6 steps · 4 min read
How to import delivery stops from Excel, CSV or Google Sheets
Paste orders from a spreadsheet or upload a CSV/XLSX file. Learn which columns Afi Planner reads, how to fix addresses, and how to avoid duplicates.
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12 steps · 6 min read
How to optimize routes and adjust them by hand
Plan routes in one click, understand unassigned stops, drag and drop stops between drivers, lock routes and re-plan the rest.
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5 steps · 4 min read
Sending routes to drivers and following the day live
Send routes to drivers’ phones, follow progress on a live map, act on the Needs attention list and send updates after changes.
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9 steps · 4 min read
Find and fix orders: search, move, hold and export across days
Use the Orders page to find any order by phone, name or order ID, see what each order needs, move failed orders to another day, put orders on hold and export them to Excel.
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7 steps · 3 min read
Replay a day: see where every van was, minute by minute
Replay a delivery day on the map: each van on its GPS track, every delivery, failure and customer change at the minute it happened, each driver’s state at that moment, and Live for today.
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11 steps · 5 min read
Driver app guide: from first stop to proof of delivery
How drivers sign in, navigate, report deliveries with photo and signature, and work offline with the Afi Planner Driver app.
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4 steps · 3 min read
Analytics, reports and Excel exports
Measure on-time delivery, ETA accuracy, stops per hour and customer ratings by day and driver, and export to Excel.
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Set up once
4 steps · 6 min read
Drivers, vehicles, shifts and breaks
Add drivers once, set vehicle capacity, skills and start locations, then plan who works when: shift templates with breaks, a usual week, time off and holidays, and a week that shows the days you’re short of drivers.
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4 steps · 4 min read
Customer notifications and the tracking page
Set up delivery messages by email, SMS through your own Twilio account and WhatsApp through your WhatsApp Business account, and give customers a live tracking page.
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6 steps · 10 min read
Send texts through your own Twilio account
Connect your Twilio account so customer messages and route links go out by SMS. You keep the number, Twilio bills you directly.
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7 steps · 7 min read
Connect your systems with the API and webhooks
Create an API key, send orders to Afi Planner from your own system, plan and dispatch routes by API, and receive signed webhooks for every status change.
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6 steps · 5 min read
How to plan routes with Google Route Optimization in your own Google Cloud
Connect your Google Cloud project to Afi Planner so route plannings run on Google Route Optimization and are billed to your project, not your Afi Planner plan.
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5 steps · 4 min read
Company settings: depot, hours, proof of delivery and team
Configure your depot, working hours, units, proof of delivery rules, failure reasons, team members and integrations in Afi Planner.
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Plan tomorrow’s routes in the next 3 minutes
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