In this article, you will learn how to use the Onfleet dashboard if you have been added as a Delivery Service Provider client.
As a client of a Delivery Service Provider (DSP), 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:
Once you have accepted the invitation to join Onfleet from your DSP, you will be able to log into Onfleet and view your dashboard. Your dashboard is where you can create tasks, view current or previous task status, update contact information, and set notifications. Within the dashboard, you can view Tasks, Filter options, Settings, Chat, and Search.
Here is a general view of your dashboard:
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.
The filters can be found at the bottom right corner of the dashboard.
Dashboard filtering allows you to quickly hone in on only the activities they are interested in seeing. To access filters, click the binocular 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.
Onfleet's search is found in the upper right-hand corner of the dashboard and can be used to find matching tasks, recipients, and drivers. To learn more about the search queries you can use within the search bar, please go here.
You will be able to chat with your Delivery Service Provider admin via the chat function, which is located in the upper left-hand corner of the dashboard.
To create a task, select the "+" symbol on the upper-right corner of the dashboard. This will open up the task modal.
Once you have the task 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 task, you can select "Create Order" located at the bottom-right of the task modal and the task will be added to your table view and your connections dashboard.
Now that you have created tasks, you will be able to view them within your dashboard. You can see the dashboard has columns with the task details.
Tasks details include:
- Order ID (also known as Task Short ID)
- Connection name (this is your Delivery Service Provider)
- Recipient name (if application)
- Task Status (You can learn more about task status here)
- Date of Task creation
- Last updated (this will include any changes made to the task, or driver updates).
To view the task details, or edit any task notes, you can either click the task short ID under the "Order ID" column or select the task within the table. Once a task has been created you will only be able to edit the task notes and completion requirement.
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.
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.