# SuiteFleet Documentation > SuiteFleet is a last-mile delivery management system for managing delivery tasks, fleets, drivers, and automated route planning from one platform. This is the official SuiteFleet product documentation. Everything in SuiteFleet centres on the task: a single delivery or collection for one shipment. Tasks are created in the web portal, by CSV upload, or through the API; SuiteFleet plans and assigns them to drivers, drivers complete them in the mobile app, and every step is tracked in real time. The docs follow the order a new customer sets SuiteFleet up: Start Here (concepts), Setup (required, recommended, planning, SMS and advanced configuration), Daily Operations (working with tasks), Reference, and Help. Each link below points to a clean Markdown version of the page; drop the `.md` suffix for the HTML page. The REST API is documented separately on readme.io. ## Start Here - [Intro to SuiteFleet](https://docs.suitefleet.com/start-here/intro-to-suitefleet.md): A short introduction to SuiteFleet — a last-mile delivery management system for managing tasks, fleets, and automated planning - [The Order Lifecycle](https://docs.suitefleet.com/start-here/the-order-lifecycle.md): How a task moves through its statuses in SuiteFleet — the forward delivery flow, the reverse collection flow, and the reschedule path - [Choose Your Path](https://docs.suitefleet.com/start-here/choose-your-path.md): Find your role in SuiteFleet and follow the link to where you should start ## Setup › Required Setup - [Company](https://docs.suitefleet.com/setup/required-setup/company.md): A Company represents a fleet — the entity that owns and operates drivers and vehicles to fulfill tasks. - [Merchant](https://docs.suitefleet.com/setup/required-setup/merchant.md): A Merchant represents the business or client whose merchandise is being delivered. - [Hub](https://docs.suitefleet.com/setup/required-setup/hub.md): A Hub represents a physical warehouse or distribution center — the location where tasks are sorted, loaded, and dispatched from. - [Failure Reason](https://docs.suitefleet.com/setup/required-setup/failure-reason.md): A Failure Reason is a predefined label that a driver can select when marking a task as failed. - [Delivery Note](https://docs.suitefleet.com/setup/required-setup/delivery-note.md): A Delivery Note is a predefined label that a driver can select when marking a task as successfully completed. - [System Users](https://docs.suitefleet.com/setup/required-setup/system-users.md): System Users is where all user accounts across the platform are created and managed. - [System Management](https://docs.suitefleet.com/setup/required-setup/system-management.md): System Management is the central configuration hub for your SuiteFleet environment. ## Setup › Recommended Setup - [Tags](https://docs.suitefleet.com/setup/recommended-setup/tags.md): Tags are color-coded labels you attach to tasks to flag specific handling needs or categories. - [Payment Method](https://docs.suitefleet.com/setup/recommended-setup/payment-method.md): Payment Methods are the options available when recording how a task's payment is collected — for example, Cash or Card. - [Shipment Category](https://docs.suitefleet.com/setup/recommended-setup/shipment-category.md): Shipment Categories are labels used to classify tasks by the type of shipment they carry. - [Employees](https://docs.suitefleet.com/setup/recommended-setup/employees.md): The Employees module is where you manage your workforce records — storing personal details, company and group assignments, and optionally linking each employee to a system user account so they can log in to the portal or mobile app. - [Vehicle](https://docs.suitefleet.com/setup/recommended-setup/vehicle.md): The Vehicle module is where you manage your fleet — registering each vehicle with its operational details, manufacturing information, and accounting data. - [Role Permissions](https://docs.suitefleet.com/setup/recommended-setup/role-permissions.md): Role Permissions lets you control exactly what each system role can do across every module in the portal. ## Setup › Planning Setup - [Geofence](https://docs.suitefleet.com/setup/planning-setup/geofence.md): A Geofence is a named delivery area — like Downtown Zone — that groups one or more cities and districts together so tasks can be automatically grouped by location for planning. - [Shift](https://docs.suitefleet.com/setup/planning-setup/shift.md): A Shift is the daily operational record that drives route planning. - [Shift Assignment](https://docs.suitefleet.com/setup/planning-setup/shift-assignment.md): A Shift Assignment is a recurring schedule template that defines which driver operates which vehicle, on which days, within which zones, and during which hours. - [Pickup Assignment](https://docs.suitefleet.com/setup/planning-setup/pickup-assignment.md): Pickup Assignments schedule drivers to collect orders from merchants and bring them back to a distribution center (Hub or Warehouse). ## Setup › SMS Setup - [SMS Integration](https://docs.suitefleet.com/setup/sms-setup/sms-integration.md): SMS Integration connects SuiteFleet to an external SMS gateway so the system can send delivery notification messages to consignees. - [SMS Template](https://docs.suitefleet.com/setup/sms-setup/sms-template.md): An SMS Template defines the message text that gets sent to the consignee when an event is triggered. - [SMS Notification](https://docs.suitefleet.com/setup/sms-setup/sms-notification.md): SMS Notification is where you link an SMS template to a specific delivery event — telling the system when to send a message and what to say. ## Setup › Advanced Setup - [Client Webhooks](https://docs.suitefleet.com/setup/advanced-setup/client-webhooks.md): A Client Webhook is an HTTP endpoint you register so SuiteFleet can push real-time event notifications to your system. ## Daily Operations › Web · Tasks - [Tasks](https://docs.suitefleet.com/daily-operations/web/tasks/overview.md): The Tasks module — create, find, edit, track, and export every delivery and collection in your daily operations ## Daily Operations › Web · Tasks › Creating Tasks - [New Task (UI)](https://docs.suitefleet.com/daily-operations/web/tasks/creating-tasks/new-task-ui.md): Create a single task by hand, directly in the portal. - [CSV Upload](https://docs.suitefleet.com/daily-operations/web/tasks/creating-tasks/csv-upload.md): Create many tasks at once by uploading a spreadsheet instead of filling the New Task form one at a time. ## Daily Operations › Web · Tasks › The Task Grid - [Filters](https://docs.suitefleet.com/daily-operations/web/tasks/task-grid/filters.md): Filters let you narrow the task grid down to exactly the tasks you care about. - [Saved Views](https://docs.suitefleet.com/daily-operations/web/tasks/task-grid/saved-views.md): A Saved View captures a specific combination of columns and filters so you can switch to your preferred setup with a single click instead of rebuilding it every time. - [Grid Manipulation](https://docs.suitefleet.com/daily-operations/web/tasks/task-grid/grid-manipulation.md): The Task Grid is the main table where all your tasks are listed. - [Export](https://docs.suitefleet.com/daily-operations/web/tasks/task-grid/export.md): Export lets you download your tasks as a file for reporting, sharing, or offline work. ## Daily Operations › Route Optimization - [Route Planning and Optimization](https://docs.suitefleet.com/daily-operations/route-optimization/route-planning-and-optimization.md): How SuiteFleet turns the day's tasks into driver routes — Auto Planning from the Tasks page, Planning Batches, and the Workbench route optimization wizard. - [Vehicle Capacity and Driver Availability](https://docs.suitefleet.com/daily-operations/route-optimization/vehicle-capacity-and-driver-availability.md): How SuiteFleet knows which drivers are available on a given day and how much work each can take — shifts, shift assignments, and capacity. - [Optimization Objectives and Constraints](https://docs.suitefleet.com/daily-operations/route-optimization/optimization-objectives-and-constraints.md): Choose what the route optimizer aims for — fastest completion, shortest distance, fewest vehicles or balanced workload — and which rules it must respect. - [Route Reoptimization and Rerouting](https://docs.suitefleet.com/daily-operations/route-optimization/route-reoptimization-and-rerouting.md): Change a plan after it is made — re-order a driver's stops, re-run planning, move tasks between drivers, or roll planning back. - [Automatic Driver Assignment](https://docs.suitefleet.com/daily-operations/route-optimization/automatic-driver-assignment.md): Let SuiteFleet choose the driver for each task — through Auto Planning on the Tasks page or Plan & Optimize on the Workbench — and how that differs from Automators. - [Unassigned Tasks and Optimization Exceptions](https://docs.suitefleet.com/daily-operations/route-optimization/unassigned-tasks-and-optimization-exceptions.md): Why some tasks are left out of a plan, where to find them, and how to get them planned — excluded tasks, unassigned tasks, missing locations and failed runs. - [Capacity Measures and Service Time](https://docs.suitefleet.com/daily-operations/route-optimization/capacity-measures-and-service-time.md): Which capacity measure route optimization uses today (orders per shift), how time per stop affects routes, and which load and time fields are recorded but not yet used. - [Driver Breaks and Traffic Settings](https://docs.suitefleet.com/daily-operations/route-optimization/driver-breaks-and-traffic-settings.md): The break and traffic options under System Management → Optimization, what they are meant to do, their current status, and how to plan around breaks and traffic today. - [Planning Engines and Objective Measures](https://docs.suitefleet.com/daily-operations/route-optimization/planning-engines-and-objective-measures.md): Which optimization engine your SuiteFleet account uses (Optynex or GraphHopper), what each one unlocks, and the measures used to judge a plan. ## Daily Operations › Dispatch and Delivery Operations - [Proof of Delivery Review](https://docs.suitefleet.com/daily-operations/dispatch-operations/proof-of-delivery-review.md): Review delivery photos, signatures and delivery locations — day by day in POD Analysis, or task by task in the Proof window — and upload missing proof. - [Returnable Asset Tracking](https://docs.suitefleet.com/daily-operations/dispatch-operations/returnable-asset-tracking.md): Track returnable assets such as bags and ice packs per task — how many were allocated, collected, received, sorted, en route and returned — and audit each one. - [Ad Hoc Reports](https://docs.suitefleet.com/daily-operations/dispatch-operations/ad-hoc-reports.md): Build your own task reports — group by hub, driver, merchant, status and more, count tasks or total COD, view as a table, pivot or chart, then save, share and export. - [Operations Dashboard](https://docs.suitefleet.com/daily-operations/dispatch-operations/operations-dashboard.md): The SuiteFleet Dashboard — delivery progress, success and on-time rates, COD, status pipeline, items needing attention, trends, hub and driver performance, and top merchants. ## Daily Operations › Mobile › Driver App - [Driver App](https://docs.suitefleet.com/daily-operations/mobile/drivers.md): Eight short videos that teach drivers the SuiteFleet Driver App — from signing in and loading the vehicle to delivering, handling failed deliveries, pickups, collections and returns. - [1. Getting Started](https://docs.suitefleet.com/daily-operations/mobile/drivers/getting-started.md): Driver App lesson 1 — get the app ready in three steps: enter your workspace address, sign in, and go on duty so your team can see you. - [2. Your Day and Loading](https://docs.suitefleet.com/daily-operations/mobile/drivers/your-day-and-loading.md): Driver App lesson 2 — check your day on the home screen, collect the packages the warehouse prepared, and scan each one into your vehicle so it's marked Out for Delivery. - [3. Planning Your Route](https://docs.suitefleet.com/daily-operations/mobile/drivers/planning-your-route.md): Driver App lesson 3 — see every stop on a list or map, group, filter and search your tasks, contact the customer, and mark the task In Transit before you set off. - [4. Delivering a Package](https://docs.suitefleet.com/daily-operations/mobile/drivers/delivering-a-package.md): Driver App lesson 4 — deliver a package from start to finish: tap Deliver, scan the packages, get the customer's signature, add photos and a delivery note, and confirm. - [5. When a Delivery Fails](https://docs.suitefleet.com/daily-operations/mobile/drivers/when-a-delivery-fails.md): Driver App lesson 5 — record a failed attempt properly: tap Fail, confirm the packages you're keeping, choose the reason, and add a photo as proof you were there. - [6. Vehicle Check-In](https://docs.suitefleet.com/daily-operations/mobile/drivers/vehicle-check-in.md): Driver App lesson 6 — check in to a vehicle with a QR scan and photos at the start of a trip, return it the same way at the end, and see every handover on the web. - [7. Pickups from Merchants](https://docs.suitefleet.com/daily-operations/mobile/drivers/pickups-from-merchants.md): Driver App lesson 7 — collect packages from a merchant: start a pickup session, scan the packages, upload pickup photos, and end the session, plus what to do when scanning won't work. - [8. Collections and Returns](https://docs.suitefleet.com/daily-operations/mobile/drivers/collections-and-returns.md): Driver App lesson 8 — the reverse cycle: collect an item from a customer, bring it back to the warehouse, and return it to the merchant, with every step tracked. ## Help - [Release Notes](https://docs.suitefleet.com/help/release-notes.md): Find the latest SuiteFleet product updates, features, and fixes. ## API & external resources - [SuiteFleet API reference](https://suitefleet.readme.io/reference/getting-started-with-your-api): REST API for creating and managing tasks programmatically - [SuiteFleet website](https://suitefleet.com): Product overview and sales contact - [Help Center](https://support.suitefleet.com): Customer support portal ## Optional - [Full documentation in one file](https://docs.suitefleet.com/llms-full.txt): Every page below concatenated as Markdown - [Release notes feed](https://docs.suitefleet.com/release-notes/rss.xml): RSS feed of all SuiteFleet releases - [v1.14.7 — September 2026](https://docs.suitefleet.com/release-notes/v1-14-7.md): Ad Hoc Reporting arrives with a new GEOFENCE group-by option, Company Admin gains an ordinality-check bypass, server-side export respects chosen columns, and the database moves to MySQL 8.4 with Multi-AZ. - [v1.14.6 — August 2026](https://docs.suitefleet.com/release-notes/v1-14-6.md): HUB_TRANSFER joins the dispatcher reassignment statuses, shipper name appears on the OFD and In Transit screens, consignee-information export is now role-restricted, force-scan enforcement reaches the merchant level, and duplicate ship-from locations are fixed. - [v1.14.5 — July 2026](https://docs.suitefleet.com/release-notes/v1-14-5.md): Smart Geotagging now matches on Address Line 2, drivers can fetch a consignee's last-delivery POD, and WhatsApp Communication Settings gains a new AWB placeholder. - [v1.14.4 — July 2026](https://docs.suitefleet.com/release-notes/v1-14-4.md): Merchant Branches and Pickup Planning arrive in the new UI, alongside System Users Activity Logs and 2FA for the newly introduced Ops Admin and Partner roles. - [v1.14.3 — July 2026](https://docs.suitefleet.com/release-notes/v1-14-3.md): New Task Group By and Workbench Map APIs, new Ops Admin and Partner roles, first-chance consignee geocoding, faster COD and asset-tracking reporting, and a round of planning and login fixes. - [v1.14.0 — May 2026](https://docs.suitefleet.com/release-notes/v1-14-0.md): Dispatcher allocation in planning, new printable documents, Proof of Pickup, plus a round of performance, stability, and security work. - [v1.13.5 — April 2026](https://docs.suitefleet.com/release-notes/v1-13-5.md): A reverse-logistics return flow, GSM SMS sanitization, structured JSON logging, delivery notes, and a new mobile app build. - [v1.13.0 — February 2026](https://docs.suitefleet.com/release-notes/v1-13-0.md): Audit tracking for roles and permissions, a CDN image layer for PODs, automation NOT conditions and notifications, and a new System Webhooks module. - [v1.12.9 — January 2026](https://docs.suitefleet.com/release-notes/v1-12-9.md): Asset Tracking report enhancements, Driver Insights last-delivery info, Short Address lat/long, and company-level driver flags. - [v1.12.6 — December 2025](https://docs.suitefleet.com/release-notes/v1-12-6.md): Tasks-listing performance, planning batch and bulk-edit enhancements, task tags in the Automator, SMS template permissions, and more. - [v1.12.0 — October 2025](https://docs.suitefleet.com/release-notes/v1-12-0.md): Major Insights and task-count performance gains, a System Management revamp, and the new Task Tags feature. - [v1.11.0 — September 2025](https://docs.suitefleet.com/release-notes/v1-11-0.md): Mobile app version management, a Redis caching layer, Short Address (KSA), Task Asset Tracking, and new reports — plus 35 resolved issues. - [v1.10.0 — Scheduled Maintenance (July 2025)](https://docs.suitefleet.com/release-notes/v1-10-0.md): We've successfully completed the scheduled maintenance for SuiteFleet. - [v1.9.0 — Shopify App Launch (June 2025)](https://docs.suitefleet.com/release-notes/v1-9-0.md): 🚀 Great news — the SuiteFleet Shopify app is now officially approved and published on the Shopify App Store. - [v1.8.0 — April 2025](https://docs.suitefleet.com/release-notes/v1-8-0.md): A new chatbot widget, Locate Me enhancements, geofence audits, multi-value geofence search, and a new label size. - [v1.7.0 — March 2025](https://docs.suitefleet.com/release-notes/v1-7-0.md): A preferred time-zone setting, database performance work, route optimization on web, an early automation feature, and more task-grid controls. - [v1.6.0 — February 2025](https://docs.suitefleet.com/release-notes/v1-6-0.md): reCAPTCHA on login, expanded task stats and filters, label improvements, and new audit-log coverage. - [v1.5.0 — TSCP UAE Migration (January 2025)](https://docs.suitefleet.com/release-notes/v1-5-0.md): Shipped alongside the TSCP UAE migration (30 December 2024 – 5 January 2025): inventory reporting, shift and planning fixes, new insights groupings, and import improvements. - [v1.4.0 — December 2024](https://docs.suitefleet.com/release-notes/v1-4-0.md): A large release — bulk operations, application security headers, a route optimization results API, new reports, and dozens of fixes. - [v1.3.0 — November 2024](https://docs.suitefleet.com/release-notes/v1-3-0.md): Removed the frontend Google Geocoding dependency, unified date formats, and shipped insights fixes. - [v1.2.0 — September 2024](https://docs.suitefleet.com/release-notes/v1-2-0.md): Planning and shift-scheduling improvements, including back-dated tasks and cross-midnight shift handling (1–19 September 2024). - [v1.1.0 — August 2024](https://docs.suitefleet.com/release-notes/v1-1-0.md): The new UI becomes the default for new tenants, alongside a major round of location and geocoding work, route optimization, and insights updates (1–24 August 2024). - [v1.0.0 — May 2024](https://docs.suitefleet.com/release-notes/v1-0-0.md): Planning fixes, a new print label size, automatic webhook-log cleanup, and several task and API improvements (11–15 May 2024).