Simply and effectively manage your client accounts.
Easily manage your client accounts (information, contracts, etc). either by manually inputting the data to create account profiles or using bulk CSV upload.
Flexible account set up with detailed information fields for each of your clients.
Include multiple addresses (client address book), contact information, customer-specific delivery instructions to be reflected in the Driver App, service types they subscribe to, delivery time windows, and business type.
Configure auto-pricing rules and set special rates on a client basis.
On a client-basis, or by creating client categories, you can configure and override default operational settings – including notifications, PoP/PoD requirements (e.g. barcode, signature, photo, etc.), as well as failed delivery procedures. Price calculations can be overridden on a client basis where applicable.