Without a portal
- Customers phone and email for every status
- PODs dug out and re-sent by hand
- The office stops planning to answer the phone
- "I never got proof of that delivery"
Client Portal
A self-serve Client Portal for your customers.
A login of their own, where customers book jobs, track loads live and pull their own PODs. The "where's my delivery?" call stops before it reaches your office.
- Their orders and proof, without the phone call
- Read-only and scoped, so nothing leaks
- Carries your name, not ours
Trusted by UK haulage operators
The problem
Your office is your customers' tracking system.
Every "where's my load?", every "can you resend that POD?", every "did it go today?" lands on the same two people who are already planning the work. The information exists, it's just locked in your office, so the only way a customer gets it is to phone in and pull someone off the job.
With the Client Portal
- Customers log in and see status themselves
- Every POD there to download, the moment it lands
- The phone stops ringing for routine questions
- Proof of delivery, dated and on the record
How it works
Four stages, from an invite to a customer who stopped ringing.
A login of their own, scoped to their own work. Open any stage for the flow it follows, or the full list behind it.
Their orders, their proof, their invoices
A dashboard of their own orders and status, live ETAs on anything running, approved proof of delivery with photos and notes, and invoice PDFs with payment status.
- Approved only Pending proof and draft invoices never appear
- Their org Scoped to their own orders, runs and documents
Let them book it, and still approve it
Where you switch it on, customers raise their own orders in the portal. They land in your workflow like any other order and follow your approval rules.
- Optional Order creation is configured on, per tenant
- Gated Portal orders still need approval before planning
Read-only, and scoped to them
Portal users are read-only and scoped to their own organisation. They never reach another customer's data, and your commercial position stays on your side of the wall.
- Read-only Portal users see, they do not change
- Invited You invite the organisation; their admin does the rest
The same door, a different room for subcontractors
Subcontractors get their own interface built around winning work: the open quotes, and a place to bid. Your commercial position is not in it.
- Blind Bidders never see rates, surcharges or rival bids
- Closed on award Losing bidders lose access to that order
The outcome
Fewer calls. Faster answers. A more professional front.
A Cumbrian haulier, seventeen vehicles, measured over five months against the same period the year before. Same office, same phones, more customers on the books.
Customer spotlight
Wannop took on half again as many customers.
The same office, the same phones, and half again as many customers billed each month. Answering "where is my load" stopped being a job somebody did all morning.
+51% External customers billed a month, 27 to 40
3,247 PODs available to download, not chased
2,593 Invoices raised in 18 months live
Questions
What operators ask about giving customers a login.
Can a customer see other customers' work?
No. Each login is locked to that customer's own jobs, loads and paperwork. You set what each account can see, and one customer can never see another's loads, rates or PODs.
Can the portal carry our own branding?
Yes. The portal and its screens can carry your own colours and logo, so customers log into something that looks like your business, not a generic third-party tool.
Do bookings made by customers come straight into our planning?
Yes. A booking raised in the portal lands in your system as a job, with the customer's addresses, references and dates already on it. Your planner works it like any other job, with nothing to rekey.
When can a customer see a POD?
As soon as the driver captures it in the Driver App. The signature, photos and delivery notes sync straight through, so the proof is in the customer's portal within seconds of the drop, not at the end of the day.
Is the tracking the customer sees the same as ours?
It's the same live data, filtered to their loads. The ETAs come from the same source your office and Arrivals Board work from, re-timed as your drivers check in, so the customer never sees a different story to the one you're seeing.
Do customers need to install anything?
No. The Client Portal runs in a web browser on any device. Customers log in with their own details, on a desktop or a phone, with nothing to download.
Explore the product
The Client Portal is one part of the platform.
Take the next step
Give your customers a login of their own.
Book a demo and we'll show you the Client Portal from both sides: what your customer sees, and how their bookings, tracking and PODs sit inside the work you already plan.
- No sales pitch
- 30 minutes
- See it from the customer's side
Thank you
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