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 in to 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:
Filter
The filter tool is located next to the search bar. You can use it to narrow down orders by status, service, or ready by/due by time.
To apply filters, click the funnel icon and choose your desired options. You can even select multiple filters at once to customize your view.
Search
The search bar is located at the top of the orders page. From here, you can search across all orders by:
- Order ID
- Service Level
- Drop-off contact name
- Drop-off address
Chat
The "chat" functionality allows you to chat with your courier organization. Select the chat icon on the upper-left corner of your dashboard, then select a name to start a chat.
Table Actions
The "Actions" option will allow you to select one or more orders on your dashboard to perform quick actions. You can edit or clone a single order, or delete and print labels for multiple orders at once.
- Edit is available for orders that are "Placed", "In-progress" (notes only), or "Rejected".
- Clone is available for any order state, one at a time.
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Delete is available for "Placed" or "Rejected" orders only.
Settings
To access the settings, select the cog in the bottom left-hand corner of the dashboard.
Once you have selected "Settings," you will be able to view the following options:
- 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 account's login email, contact number, and contact name.
- Administrators: You can add additional administrators to your account to access the dashboard and view/edit orders.
- 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.
- API & Integrations: Create and manage your API keys in this section. You can read more about Onfleet's API here.