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Customer portal

Your customers order, follow and pay in a portal of their own.

On the web and in the Wildflower app, their people order at a price they see first, follow the truck, get the proof and pay.

Join the waitlistFollow one order
Example order · PO 5531 · M8R-4TXC

One order, start to finish.

Wednesday, Nov 4. Harlan Produce, your biggest customer, needs 18 cases of produce taken from its Modesto warehouse to Corbett Grocers in San Francisco. Its buyer, Maya Chen, runs the whole order herself, from her phone.

  • UsuallyA customer calls or emails to book, waits for a price, calls again to ask where the truck is, and gets a PDF invoice by email. Whoever has the dispatcher's number is the team.
  • In WildflowerEach customer account has its own portal, on the web and in the app your office and drivers use. Its people order, follow the truck, see the proof and pay, and you decide what each one sees.
8:47 AMFill from a message

Maya pastes her order, and Make draft fills it in.

New order on her phone has Fill from a message: she can paste, type or photograph it. Make draft reads it with only Harlan's own saved places and your services, fills in the form, and marks in yellow what to check.

What Maya pastes

Hi, 18 cases of produce from our Modesto warehouse to Corbett Grocers in SF today. Pickup 10-11, their dock closes at 1:30. About 640 lb. PO 5531

Make draft fills in
Service
Same-day van
Pickup
Harlan Produce, ModestoSaved place
Time
Today 10:00 – 11:00 AM
Delivery
Corbett Grocers, San FranciscoSaved place
Time
Today 12:00 – 1:30 PMCheck: “dock closes at 1:30” read as the window's end
Items
18 pieces · 640 lb
Your reference
PO 5531
8:49 AMThe price

She sees the price before she books.

The Price row shows the total, good for 30 minutes, with a pickup estimate. She sees only the total. How you built it stays with you.

Price$230.53Good until 9:19 AM · pickup about 10:10 AM
With Quote a range on$221.52 – $253.23Until a driver is assigned, then the price from that driver's van
How the price is built /dynamic

UsuallyAn email or a call, then a wait for someone to quote it.

8:50 AMBooked

One tap books it at that price.

Place order books it at $230.53, and it lands on your board as a portal order. Until a driver has it, Maya can edit or cancel it herself. An order no rate plan prices waits as a draft, Waiting for a price, until you set the price and book it.

PO 5531 · M8R-4TXC · Maya's order page
  1. Booked8:50 AM
  2. Driver assigned 
  3. Picked up 
  4. Delivered 
On your board
PortalM8R-4TXCHarlan Produce · Modesto → San FranciscoBooked$230.53
9:16 AMDriver assigned

Ana takes it, and Maya sees who's coming.

Her order shows the driver by first name and vehicle type. From now on she asks for changes on the order, and you answer there.

PO 5531 · M8R-4TXC · Maya's order page
  1. Booked8:50 AM
  2. Driver assigned9:16 AM
  3. Picked up 
  4. Delivered 
Ana · Full-size vanThe driver, by first name and vehicle type
With Quote a range on$221.52 – $253.23$230.53at 9:16 AM, from Ana's van
10:31 AMA link for the dock

Share tracking link makes a link for the whole order or one stop. Maya picks Corbett Grocers' stop and sends it to the receiving dock herself. They open it with no sign-in and see only their stop: “Yours is next”.

It shows
  • Valley Route Co.'s name and logo
  • The order's code and references
  • When the driver gets there, and how late
  • Ana · Full-size van, with Live
  • Corbett Grocers' stop on a map, with the road ahead
It never shows
  • The driver's full name, phone or plate
  • The trail they drove
  • The other stops
  • Proof, box details, the price or pay
  • A partner's name

It works until 12:34 PM Thursday, Nov 5, 24 hours after delivery, or until someone turns it off. In a message, its preview reads “Delivery tracking”.

UsuallyCalls the buyer, who calls the carrier.

11:20 AMOn the way

She follows Ana over the Altamont Pass.

Her order leads with what's next and when, and shows Ana live on the map with the road ahead. It refreshes every 30 seconds. On the web, Live has all of today's orders, with counts that filter.

11:20 AM · Maya's order pageCorbett Grocers about 12:09 PMin 49 min · window 12:00 – 1:30 PM
Ana · Full-size vanLiveUpdated 1 min ago
ModestoPicked up 10:27 AM44 mi to goThe road aheadCorbett GrocersAbout 12:09 PM

UsuallyAnother call, and the dispatcher calls the driver.

12:34 PMDelivered

The proof is on her order.

Each stop's photos, the signature, the paperwork and the boxes scanned against expected, with Download proof (PDF). Her phone keeps her orders, so they open offline.

Delivered 12:34 PM2 photos · 1 signature · 1 page of paperwork · 18 of 18 boxes
Download proof (PDF)
  1. Harlan Produce, ModestoPicked up 10:27 AMPhoto18 boxes
  2. Corbett Grocers, San FranciscoDelivered 12:34 PMPhotoSignaturePaperwork18 of 18 boxes

UsuallyA photo texted to someone, if anyone asks.

AfterPay

She pays it in Billing.

People with Payments pay invoices and finished jobs by card or bank account, on a web page. In the app, Settings › Billing opens it in the app's browser.

Billing · Harlan Produce at Valley Route Co.
PO 5531 · M8R-4TXCDelivered Wednesday, Nov 4 · 12:34 PM$230.53
CardBank accountPay $230.53
Paying as Maya Chen, who has Payments
Invoices and getting paid /get-paid

UsuallyA PDF invoice by email, paid by check.

The same order, on your side

It lands on your board, priced and booked.

You send it to Ana, and Maya's order shows her driver as soon as Ana accepts.

At 8:47 AM Maya Chen pastes Harlan Produce's order into Fill from a message on her phone.

VRValley Route Co. Search jobs, people, invoicesME
DispatchWednesday, Nov 4
Needs a driver0
Nothing waiting
Crew
ME
You · Van 1Full-size van
AT
Ana T. · Van 2Full-size van
SW
Sam W. · Van 3Full-size van
PN
Priya N. · Van 4Full-size van
8:47
New order
Service
Pickup
Time
Delivery
Time
Items
Your reference
Fill from a messagePaste, type or photograph the order
Hi, 18 cases of produce from our Modesto warehouse to Corbett Grocers in SF today. Pickup 10-11, their dock closes at 1:30. About 640 lb. PO 5531
PastePhoto
Your office, on the webMaya's phone, Harlan Produce
Their team, their own roles

Their people join by a link. Each with their own roles.

The team belongs to the customer account you set up. Its Account admins invite colleagues and give them roles, only from the roles they hold, and the portal shows each person only what their roles open.

UsuallyWhoever has the dispatcher's number.

RoleWhat it's forOpens on the web
Account adminInvites colleagues, changes their roles and removes them, within their own rolesTeam
OrderingPlaces orders, sees prices, follows every order on the accountOrdersLive
TrackingFollows orders live, with no pricesOrdersLive
ReportsSees the account's order and invoice totalsReports
InvoicesSees invoices, statements and receiptsBilling
PaymentsPays invoices online, by card or bank accountBilling

Roles combine, and each person sees only the sections their roles open: on the web Orders, Live, Billing, Reports and Team; in the app Orders, Team and Settings.

An example · Delta Growers at Bayline Transport
  • JMJ. MossPlans the loads
    Account adminOrderingReports
    Opens
    Orders, Live, Reports, Team
    Order prices
    Shown
    Added by
    Bayline Transport
  • RVR. VegaRuns the Lodi dock
    Tracking
    Opens
    Orders, Live
    Order prices
    Hidden
    Added by
    J. Moss
  • MOMarta OrtizPays Delta's bills
    InvoicesPayments
    Opens
    Billing
    Added by
    Bayline Transport

Marta Ortiz was added by Bayline Transport: J. Moss can't give money roles without holding them.

An invite is a link you share yourself.

  • A link for one personA name and roles make a link for one person. It works once, for whoever opens it first, for 7 days.
  • A reusable linkA reusable link lets a whole team join with its roles: up to 50 people in 7 days, never with Account admin or Payments. J. Moss's Tracking link for the Lodi shed: 4 joined so far, until Nov 10.
  • Shared by the person invitingThe person inviting copies or shares the link. Wildflower doesn't email or text it.
  • A code for the big rolesGiving Account admin or Payments asks for a code when the sign-in isn't recent.

J. Moss plans Delta Growers' loads with Bayline Transport, and adds R. Vega, who runs the Lodi dock, from the Team tab.

11:20
DGTeam
Delta Growersat Bayline Transport · 6 people · 1 link
Links1
Tracking · made by you4 joined · until Nov 10
People6
JMJ. Moss · YouAccount admin, Ordering, Reports
MOMarta OrtizInvoices, Payments
and 4 who joined with the link
OrdersTeamSettings
11:20
Wednesday, Nov 411:20
J. Moss's phone, Delta GrowersR. Vega's phone
What you control

You decide what they see. And you can always step in.

Your customers see a job through the roles you give them, its live location included. You see everyone on every account, and who let them in.

PO 5531 at 11:20 AM, from each seat
This seat

Maya Chen

Harlan Produce's buyer. Valley Route Co. set her up with these roles.

Can
  • Place orders, with the price before booking: $230.53
  • Follow every order on the account live: Ana · Full-size van
  • See the proof, share a tracking link, ask about an order
  • See invoices, statements and receipts
  • Pay $230.53 by card or bank account, in Billing
  • Invite colleagues with Account admin, Ordering, Tracking, Invoices and Payments
Can't
  • Give Reports, which this seat doesn't hold
  • See how the price was built, or what Ana is paid
  • See your notes, your other customers or your staff's names
Invoices and getting paid /get-paid
  • Set the ceilingThe roles you give a customer's first admin are the most that admin can hand out. Reports, Invoices and Payments are your Owner's to give.
  • See everyoneEvery person on every account: their roles, who added them, who changed them, and when.
  • Fine-tuneChange single permissions on anyone's access.
  • SuspendFor a while. Their own admins can't touch a suspended person.
  • Revoke and blockRemove someone and keep their team from adding them back, until you clear it.
  • Revoke and reviewRemove a bad admin and everyone they let in, cancel their links, and get the changes they made to review.

Your customers never see

  • How the price was built, or what it costs you to run
  • What Ana is paid, or any offer
  • Your internal notes
  • Your other customers
  • Your staff's names. Answers and changes read as Valley Route Co.
Also in the portal

A few more things their portal does.

  • Ask on the orderRequest a change or Ask about this order, by topic: the delivery time, a stop's contact, the instructions. You answer on the order (“Waiting on Valley Route Co.”, then “Valley Route Co. answered”), and nothing changes until you act.
  • Live, on the webToday's orders with counts that filter, by status or by time, on a map or a list. It refreshes every 30 seconds.
  • Invoices, statements and receiptsFor the people with Invoices, in Billing, beside what's left to pay.
  • Orders that open offlineThe phone saves their orders, so they open with no signal.
  • ReportsTotals only: all orders, in progress, completed and canceled; invoices issued and voided.
    Reports · an example
    148Orders1In progress144Completed3Canceled144Invoices issued1Voided
  • One person, several carriersOne sign-in, with a workspace for each customer account at each carrier, and different roles at each. Marta Ortiz pays Delta Growers' bills at Bayline Transport and orders at Ruiz Freight.
    Marta Ortiz's workspaces
    • Bayline TransportInvoices, Payments
    • Ruiz FreightAccount admin, Ordering, Invoices, Payments
    Each carrier keeps its own team.
See also
Pricing

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