Feature 07

Customer portal

Give each customer an individual login to see their own transport jobs, delivery evidence and issued sales invoices, and request new collections.

How it works

A clear workflow from first action to completed record.

01
Create the customer record inside your company workspace.
02
Issue an individual Customer login linked to that record.
03
Allocate jobs and review transport requests in the office.
04
Let the customer follow job milestones and authorised delivery documents.
05
Share issued sales invoices and their payment status through the same portal.

Included controls

Server-side checks restrict the portal to the customer linked to the signed-in account.

Capture collection and delivery addresses, dates, goods and special requirements for office review.

Show assigned job milestones and authorised CMR/POD documents once they have been recorded.

Customers see their sales documents, not driver invoices or draft internal finance records.

Practical guidance

A practical job record for addresses, time windows, instructions, assets and live status.

Combine status, time, location, signature, photographs and exceptions into one close-out record.

Create or capture the consignment record, signatures and reservations against the job.

SEE IT WITH YOUR OPERATION