Courier Client View

In this article, you will learn how to use the Onfleet dashboard if you have been added as a courier client. 

As a client of a courier, you will be able to create tasks within Onfleet, customize communications for your tasks, and customize the driver tracking page for recipients. 
This article will cover: 

Client Portal

Once you have accepted the invitation to join Onfleet from your courier, you will be able to log into Onfleet and view your Client Portal. Your portal is where you can create orders, view current or previous order statuses, update contact information, customize your tracking page, and set notifications for your customers. Within the portal, you can view Orders, Filter options, Settings, Chat, and Search.


Here is a general view of your Client Portal: 

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Settings

To access your dashboard settings, select the small cog at the upper right corner of the dashboard. 

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Once you select this, you will be able to view your Settings options: 

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  • Organization: Your organization's name, email, country, timezone, and unit of measurement. You can also change the image to display your company logo. 
  • User Settings: Your accounts log in email, contact number, and contact name. 
  • Communications: The automatic SMS sent to your recipients when a driver has started the task. You can read more about Communications here. 
  • Tracking Page: The page your recipients will view if the tracking link is included in their notifications. You can read more about the Tracking Page here

Filter

The filters can be found at the bottom right corner of the dashboard. 

The filter allows you to quickly hone in on only the activities they are interested in seeing. To access filters, click the funnel icon in the bottom left corner of the screen. Multiple changes to filters can be made at once and are submitted as a batch change upon dismissal of the window.

Once submitted, you can easily review which filters have been applied by referring to the informational text and icons at the bottom of your dashboard.

Find

Onfleet's find functionality is found in the upper right-hand corner of the portal and can be used to find orders by entering order IDs, destinations, recipients, and order statuses.

Chat

You will be able to chat with your courier organization via the chat function, which is located in the upper left-hand corner of the dashboard.

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Order Management

Create Orders

To create a order, select the "+" symbol on the upper-right corner of the dashboard. This will open up the order modal. 

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Once you have the order modal open, you will be able to add the details for the pick-up location of the task and the drop-off location of the task. You will be required to enter an address for both, any notes regarding the task, the completion dates and time, and any requirements you would like to enforce for drivers (such as recipient signature, photos, notes, or age verification).

Once you are satisfied with the details for your order, you can select "Create Order" located at the bottom-right of the order modal and the order will be added to your table view and your courier’s dashboard.

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View/Edit Orders

Now that you have created orders, you will be able to view them within your portal. You can see the dashboard has columns with the order details. 

Order details include:

  • Order ID (also known as Task Short ID) 
  • Connection name (this is your courier)
  • Recipient name (if application)
  • Task Status (You can learn more about task status here)
  • Date of Order creation 
  • Last updated (this will include any changes made to the task, or driver updates). 

To view the order details, or edit any order notes, you can either click the order ID under the "Order ID" column or select the task within the table and click "Edit".
Once an order has been created you will only be able to edit the order notes and completion requirements. 

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Order Status

The status of an order is displayed with a color in the table view and order detail window as a location pin icon.

Order Placed: The order has been sent to your courier. Orders with the “Order Placed” status will appear as a grey pin.

In Progress: Once a driver from your courier’s organization has started the pickup portion of the order, the status will change to “In Progress” and appear as a blue pin. To see more detail, you can also open the order and view the order’s timeline. While the order is in progress, depending on your notification settings, recipients may receive notifications about their order and see updated information on the tracking page link.

Completed: Once your courier has completed an order successfully, its status will change to “Completed” and the order will appear as a green pin. You can view more details, such as a proof of delivery photo or signature, by opening the order and viewing its timeline.

Failed: If the order’s pickup or dropoff was not able to be completed, the order’s status will change to “Failed” and the order will appear as a red pin.

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Notifications & Tracking page

To edit or create the notifications you would like your recipients to receive, select the "Settings" icon on the upper-right corner of the dashboard. Once in the Settings modal, select the "Communications" tab. 

You can set up and customize any number of automated SMS messages that can be sent to a recipient based on varying driver actions and triggers.  

Note: There can only be one notification per trigger. Below the notifications window, you will have the option to select the language in which you would like to communicate with your customers.

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To learn more on how to set up new notifications and edit current notifications, please refer to our "Communications & Notifications" article.

Onfleet's telephony providers will handle the following messages on long codes in accordance with industry standards (Note: This is entirely independent of Onfleet opt-out settings and will not be reflected in the recipient profile in the dashboard).

STOP will stop customers from receiving messages from your Onfleet number.

HELP will return a message informing the customer that they can use the above commands to control the delivery of messages.

If your recipient sent a STOP request by accident, please have them text 'START', `YES`, or `UNSTOP` from the same number and let us know by emailing support@onfleet.com so that we may restore their Onfleet notifications preferences.

Tracking Page

You can allow your recipients to view a tracking page of their driver's location, and the option to communicate with the driver via SMS or call.  You are able to customize the tracking page with your preferred colors, and which details you would like to include regarding the driver and order. 

To learn more on how to set up the Tracking page, please refer to our "Tracking Page" support article. 

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