---
title: How to Onboard To Route Simplified
description: To deploy Route Simplified, there are 5 crucial steps to ensure the software is ready for company wide usage
---

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1. [Route Simplified Support Knowledge Base](https://help.routesimplified.com/en-us/routesimplified-support-knowledge-base?hsLang=en-us)
2. [Getting started](https://help.routesimplified.com/en-us/routesimplified-support-knowledge-base/getting-started?hsLang=en-us)

# How to Onboard To Route Simplified

Welcome to Route Simplified!  
This guide will walk you through the **five essential steps** needed to successfully deploy and begin using the platform.  
Each step is briefly explained below. For full setup instructions, click the linked articles provided at the end of each section.

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### ✅ **Step 1: Configure Company Settings**

- Coordinate with the Route Simplified team for data importing
- Input company information including: Name, Address, Primary Email, Phone Number, etc.
- Review company default settings.
- Click Here For Company Settings

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### ✅ **Step 2: Configure Oil Settings**

- Review the various oil presets—these will be used across all customers.

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### ✅ **Step 3: Create Additional Users**

- Navigate to the **Settings** pane and select **Add User**.
- Input the user's name and email.
- Assign the user to a specific depot.
- Edit user permissions based on their position.

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### ✅ **Step 4: Create Assets**

- Create **Depots**.
- Create **Containers** (all the various sizes deployed to customers).
- Create **Vehicles** (these will be assigned to routes).

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### ✅ **Step 5: Configure Additional Customer Information**

This is the most in-depth step of the process. Key elements include:

- Input company name and address.
- Assign the company to a specific depot.
- Set customer status (**Active** or **Inactive**).

- [Getting started](https://help.routesimplified.com/en-us/routesimplified-support-knowledge-base/getting-started?hsLang=en-us)
- [Troubleshooting](https://help.routesimplified.com/en-us/routesimplified-support-knowledge-base/troubleshooting?hsLang=en-us)
- [Support](https://help.routesimplified.com/en-us/routesimplified-support-knowledge-base/support?hsLang=en-us)
- [For Schedulers](https://help.routesimplified.com/en-us/routesimplified-support-knowledge-base/for-schedulers?hsLang=en-us#main-content)

    - [Capacity & Settings](https://help.routesimplified.com/en-us/routesimplified-support-knowledge-base/for-schedulers?hsLang=en-us#capacity-settings)
    - [Customers & Generators](https://help.routesimplified.com/en-us/routesimplified-support-knowledge-base/for-schedulers?hsLang=en-us#customers-generators)
    - [Planning & Building Routes](https://help.routesimplified.com/en-us/routesimplified-support-knowledge-base/for-schedulers?hsLang=en-us#planning-building-routes)
    - [Reports](https://help.routesimplified.com/en-us/routesimplified-support-knowledge-base/for-schedulers?hsLang=en-us#reports)
- [For Drivers](https://help.routesimplified.com/en-us/routesimplified-support-knowledge-base/for-drivers?hsLang=en-us#main-content)

    - [Route Basics](https://help.routesimplified.com/en-us/routesimplified-support-knowledge-base/for-drivers?hsLang=en-us#route-basics)
    - [At Each Stop](https://help.routesimplified.com/en-us/routesimplified-support-knowledge-base/for-drivers?hsLang=en-us#at-each-stop)
    - [Finishing & Tips](https://help.routesimplified.com/en-us/routesimplified-support-knowledge-base/for-drivers?hsLang=en-us#finishing-tips)
- [Account & Company Settings](https://help.routesimplified.com/en-us/routesimplified-support-knowledge-base/account-company-settings?hsLang=en-us#main-content)

    - [Assets & Equipment](https://help.routesimplified.com/en-us/routesimplified-support-knowledge-base/account-company-settings?hsLang=en-us#assets-equipment)

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