Topic
Orders
Book, import, change and follow orders from pickup to proof of delivery. 29 articles.
How-to guides
- Import orders from a spreadsheetPlace many orders at once from a CSV or Excel file, match its columns, fix rows with problems and undo an import if needed.Customer portal
- Send to more than one place (multi-stop orders)Add extra drop-offs or pickups to one order, bring something back to the pickup, and follow every stop until the job is finished.Customer portal
- Place an orderBook a pickup and delivery on the screen you land on, repeat an earlier order in one click, see the price before you place it, and change or cancel it while that is still allowed.Customer portal
- Repeat an order on a scheduleTurn a delivery you send often into a repeating order, then pause it, skip or change single dates, or change the schedule.Customer portal
- Report a problem or ask for helpTell your courier about a late, damaged or misdelivered order, ask any other question, and follow the answers in one place.Customer portal
- Track your ordersSee what is on the way on your Overview, follow an order step by step, download proof of delivery and share a tracking link with the receiver.Customer portal
- Book a multi-stop jobAdd extra pickups, drops and a return to an order, check the distance and price, save it and give it to a driver.Dispatcher
- Create an orderBook a pickup and delivery for a customer, compare services and see the live price before you save.Dispatcher
- Handle a failed deliveryDecide what happens after a failed pickup or delivery: schedule a new attempt and tell the recipient, return the package to the sender, or put the order on hold.Dispatcher
- Find and manage ordersFilter and search the orders list, save views, use the board, and act on many orders at once: assign, print labels, add to a route.Dispatcher
- Import orders from a spreadsheetCreate many orders at once from a CSV or Excel file, fix the rows that have problems, or paste one row into a new order.Dispatcher
- Work on an orderAssign a driver, change the status, edit the order, add notes and files, share tracking, print documents, cancel or complete it.Dispatcher
- Set up recurring ordersRepeat an order on a schedule, skip or change single dates, pause a series and see which dates were created or blocked.Dispatcher
- Work the stops of a jobFollow a multi-stop job on the order page, and complete, fail, skip or reopen a stop from the office when the driver cannot.Dispatcher
Page guides (14) · every field and button of a screen
- New order screenThe New order screen you land on after signing in, with every section, field and button, the Your order panel and Place order, and the top bar, the phone bottom bar and the account menu.Customer portal
- Order importThe Import orders page of the portal: the file limits, column matching, the check before importing, the result and Past imports with undo.Customer portal
- OrdersEvery tab, filter, column, button and status on the Orders page of the portal.Customer portal
- Order detailsEverything on one order in the portal: status, live location, addresses, packages, progress, price, documents, and the share, report, tip, change and cancel actions.Customer portal
- Edit order screenEvery section and button of the Edit order page in the portal: what you can still change on a placed order, how the price is re-checked and what the messages mean.Customer portal
- OverviewEvery part of the portal Overview page: the greeting, the tiles, your unfinished draft, the orders on the way, open invoices and the messages you may see.Customer portal
- Repeating ordersThe Repeating orders list and one series' page in the portal: schedule fields, the next dates, per-date changes, pause, resume and stop.Customer portal
- OrdersEvery part of the Orders list: the work cards, the attention chips, filters, saved views, the table and board, row actions, bulk actions, dispatch rules and deleted orders.Dispatcher
- Order detailEvery part of an order's page: header badges and buttons, every action in the ⋯ menu with who can use it and what it changes, the status banner, and the General, Packages, Price breakdown, Attachments and History tabs.Dispatcher
- Edit orderThe Edit order form for drafts, orders awaiting approval and pending orders: every section and field, what can and can't change, and when you must confirm a new price.Dispatcher
- Import ordersThe Import orders page step by step: the customer picker, the four import steps, every column the file can have, the check table, the result and the past imports list with undo.Dispatcher
- Create orderEvery section and field of the Create order form: customer, route and extra stops, packages, schedule and service, order details, custom fields, dispatch, and the live price.Dispatcher
- Recurring ordersThe Recurring orders list: the plan forecast, the filters, the table, pausing a series, starting a new one from an order and the company-wide recurring settings.Dispatcher
- Recurring order detailOne recurring series: its badges and buttons, the facts, the next dates, the date list with skip and change, the schedule form fields and ending the series.Dispatcher