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
- Settings
- Order Management
- View and Edit Orders
- Rejected Orders
- Order Status
- Notifications & Tracking page
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:
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.
Settings
To access your dashboard settings, select the small cog at the upper right corner of the dashboard.
Once you select this, you will be able to view your Settings 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 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.
- API & Integrations: Create and manage your API keys in this section. You can read more about Onfleet's API here.
Order Management
Create Orders
To create an order, select the "+" symbol on the upper-right corner of the dashboard. This will open up the order modal.
Creating Orders with Services
If your courier has services configured for your account, follow these steps:
-
Entering Order Details:
-
You must enter the following information to view service quotes:
- Pickup Address: The location where the order will be picked up.
- Dropoff Address: The destination where the order will be delivered.
- Ready-By Time: The time when the order will be ready for pickup.
- Pieces and Weight: The number of items and the total weight of the order.
-
You must enter the following information to view service quotes:
- Once these details are entered, the system will display delivery options (services) that match your criteria. Each service will include an estimated delivery cost based on your courier’s rates.
Service Availability
- Services are only available during specified service availability hours by your courier (e.g., 9:00 AM–5:00 PM). Orders must fit within these hours to qualify for the selected service.
-
Examples of a same-day service:
- If a 2 hour same-day service operates from 9:00 AM to 5:00 PM, an order with a ready-by time of 10:00 AM qualifies for that day. However, an order with a ready-by time of 6:00 PM would not qualify for that day and the service will not be shown as an option.
-
For next-day services, orders must be ready by a specific cutoff time to qualify.
- A next-day delivery service requires the order to be ready by a certain time to ensure delivery by the end of the next day.
-
For a "by 5PM next day" service operating from 9:00 AM to 5:00 PM with a 3:00 PM cutoff time:
- An order that is ready by 10:00 AM today (Monday) qualifies for the service and will be delivered by Tuesday at 5PM.
- However, an order that is ready by 4:00 PM today (Monday) does not qualify, and the next available delivery option will be on Wednesday at 5PM .
When Rates and Services Are Not Configured
If your courier has not configured rates or services for your account:
- You will not see specific service options or predefined pricing.
- Entering details such as ready-by time, due-by time, weight, and pieces is optional.
Once you are satisfied with the details for your order, you can select "Place 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.
View and 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
- Courier
- Dropoff Recipient name
- Order Status
- Date of Order creation
- Last updated (this will include any changes made to the order, or driver updates).
To view the order details you can either click the order ID under the "Order ID" column to open the View Order form.
You will have the ability to edit an order’s details until the order status changes to In-Progress. To edit an order, click the three dots to open the action menu. Click “Edit Order”.
Once you are satisfied with your updates, select “Save” on the bottom right corner of the window and the changes will be reflected in the courier’s dashboard.
Rejected Orders
If you assign an order to your Courier that they are unable to fulfill, they will be able to reject the order.
Your courier must enter a rejection reason, and you will be able to view the order as "Rejected" on your dashboard under "Status".
To view the rejection reason and edit the task, select the order ID on your dashboard to open the task window.
To resubmit a rejected order, select "Edit", make the necessary changes, and then select "Save and Resubmit".
Order Status
The status of an order is displayed with a color in the table view and the 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.
Rejected: If the courier rejects the order, the order’s status will change to “Rejected” and the order will appear as an orange pin.
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.
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.