Step 1: Sign up and Registration
Step 2: Setting Up : Settings
After the walkthrough; click on the top-left three-bar icon. On the side panel, click on settings to get started to customize your account as per your business needs:
In the settings tab, you’ll get ample options to customize the settings as what suits your business best.
Let’s go over them one-by-one.
Preferences offer a range of settings that are responsible for maintaining a swift workflow- relating to data and display.
What is a mission and what is a task?
Let’s understand this by example-
If you’re a builder and take up building a house as your project, it would involve varied jobs to be done on-site- construction, power, plumbing, etc. In this scenario, Building the House is your mission and plumbing is a task within the mission.
1.4 Date Time Format:
1.5 Distance Unit: Distance Unit settings accommodate for the units that the distance covered will be displayed in. Currently, users can select from among Kilometers or Miles.
Tookan also provides for a distance rounding off option; upon selecting which the distance will be rounded off to the nearest whole number for both miles and kilometers.
1.6 Customer Data Protection: When a task is listed, you will have access to all of the customer’s information on your dashboard. You can choose whether or not this information will be available to the Agent or Merchant.
When the switch is toggled right, it means that customer data protection is turned on.
1.7 Tracking Link Settings: When a task is listed on the Tookan App, the customer receives a tracking link to keep tabs on the status of their delivery. Tracking link settings enable you to:
1.8 Auto Allocation Settings: The feature allows you to enable allocation settings at a team level, further enabling Managers to override settings for their teams- if only they’re provided permission to do so in the Manager’s profile section.
1.9 Geofence Settings:
Do not forget to click on the update button to save the changes you make in the preferences
This is where the administrator sets up his/her own profile. The first fold on the screen appears as follows asking for information to set up a profile:
Once you’ve filled in the above form, click update.
Change Language: The Change Language Feature is available for both- The Dashboard and The Tracking Panel.
Tookan offers 28 Languages for both Dashboard and Tracking Panel to serve businesses globally, localizing the entire user journey thereof.
A basic password reset option to change the password, you must know the current password to make the change.
Exercise Your Rights:
NOTE: Why is it important to fill in the address?
For some tasks, the address itself may serve as a task start location. Thus, for accurate route optimization, it is important that you fill in the address.
Click Create Custom to get started.
These notifications can be customized as your business needs.
How to add a Task Pricing and Agent Earning Rule:
Use Existing Templates: Choose from pre-existing templates from the Tookan backend.
Click Add from Library to get started.
For instance: If you’re administering a beauty business, you may create a field in the template that requires the stylist to take pictures of products before the service starts. At a later stage, if the customer provides feedback, or asks for details about the product used, you’ll have the data at bay to provide the requisite information.
You can also add multiple templates for multiple business types on the same Tookan admin dashboard.
Different templates can be used for different teams, businesses and geofences.
Geofence allows you to categorize agent and simplifies the process of task assignment by letting you create virtual boundaries on the map. You can add a particular team/agent to a particular geofence, or add an agent to multiple geofences.
With Geofences enabled and in place, you can divide teams, devise pricing logics based on a geofence, aggregate offerings for the location and so on. Basically, geofences equip you to design your entire business offering for an area. …
CREATING A GEOFENCE
The saved Geofence will then reflect in the Geofences list in the Geofence tab. As an admin, you can Edit or Delete the Geofence at any point.
NOTE: Be careful while marking the geofence on the map, particularly overlapping. In case the geofence overlaps, the task will be randomly assigned to any agent in the overlapping area.
5.4 Round Robin: Round Robin is the means of equal distribution of work where service providers are considered employees in the team. Everyone gets assigned an equal number of tasks by means of forceful allocation. However, these tasks can only be assigned to full-time employees and not freelancers.
For instance: If there are three agents within the defined radius, Agent A and B have two tasks each, while Agent C has only 1, he/she will automatically be assigned the next incoming task.
5.5 Nearest Available: The allocation by Nearest Available force assigns the task to an agent-based on availability and distance from the task start location. These too cannot be force assigned to a freelancer but only a full-time employee.
To put simply, if an agent is present close to the location where the task has to begin from, Tookan will automatically assign the task to that particular agent, UNLESS he/she’s unavailable. In that case, the task will be force assigned to the next closest agent.
MAKE DEFAULT FOR ALL TEAMS: if you wish to apply the same allocation logic to all working teams, click on “make default for all teams”.
Freelancer tab allows you to add third-party service providers on your platform and share all the jobs with them on the platform window.
For example, If you have a salon and your hairstylist is not available for service on the day, you can share the requirements for the time period with your freelancers and never miss out on a business opportunity.
The Freelancers module is more popular in service-driven industries.
Subscription Plans for Freelancers:
Tookan offers multiple subscription plans for Freelancers that they can opt for, based on how many tasks they wish to do.
You can create these plans for freelancers to choose from. Click on create a plan, the following form appears.
Enter the details as asked and click create.
These plans will then be available to Freelancers to choose from and work upon.
Why Subscription Plans?
Subscription Plans work as a key model of operations for Freelancers. Freelancers usually work for more than one client at one point in time. In this scenario, freelancers get the liberty to choose a plan according to their availability; for instance, a hairstylist may have scope for taking only 4 appointments a day and can, therefore, choose a plan that gives him the relevant workload over the period of a month.
Under the Teams tab, you can organize all your agents into logical groups/teams to efficiently manage your field operations.
These teams may be made on the basis of geography, location, service type, and more.
All the teams that you add will be shown here under the teams tab in a grid view making it easier to sort, edit or delete teams.
NOTE: One person cannot be added to multiple teams.
Step 4: Agent
Step 5: Merchants
Step 6: Customers
Step 7: Analytics
Step 8: Extensions
Extensions serve as third-party integration and utility apps that you can add to your tookan account for smoother workflow in the business. These are both available paid and free.
Step 9: Support
Tookan takes customer service into serious consideration. And thus, with a single click of a button you can access customer support 24*7 in an easy chat support. We’ve been understood as the fastest in issue resolution and service.
Enjoy your journey!
Understanding Your Dashboard
Ensure on-time deliveries with real-time route optimization and end-to-end delivery tracking