Short definitions of the words you will see in the customer portal. Words are in alphabetical order.
- Access code (also called a door code): a code the driver needs to get in. You can save one on a waypoint in your address book.
- Account: your name, email and password. Open it from the menu under your name.
- Address book: your saved addresses, waypoints and site contacts. These are the places that autocomplete when you place an order. Use + Add address on the Address Book page to add one (+ New address on the order form is for a one-off address typed by hand).
- Dashboard: the first page after you sign in. It shows today's orders and updates as they move.
- Delivery (To, Destination): where the order is going.
- Delivery window (Delivery by): the time the order must arrive by. You can adjust it on the order form.
- Email Me Updates: a box on the order form. Tick it to get updates about that order by email.
- Invoices: your bills. Open one to see the orders on it or to dispute it.
- New Order: the button that opens the order form.
- On-Time: whether an order was delivered before its delivery window closed. Shown as Yes or Late in History and on Reports.
- Order: one pickup and delivery job. Each order has a number.
- Order History (History): every order you have placed, with its status and times.
- Parcel Type: what kind of item is being carried, chosen on the order form.
- Pickup (From, Origin): where the driver collects the order.
- Pieces (Pcs): how many items are in the order.
- POD (proof of delivery): the name recorded when the order was handed over. Shown on delivered orders.
- Reports: on-time performance, volume and chain of custody summaries. You can download them as CSV.
- Routine: a regular, non-urgent order. Choose it when the order can travel on a normal schedule.
- Special Instructions: a note to the driver on the order form, such as "ask for Maria at the front desk".
- STAT: an urgent order. Choose STAT only when the order must move right away.
- Status: where your order is right now: Requested, Assigned, On the way, Delivered or Cancelled.
- Tracking: watching an order's status change. Your dashboard updates on its own. You do not need to refresh the page.
- Waypoint (also shown as a department): the exact spot inside an address the driver goes to, such as a front desk or a lab on the second floor. Each one can carry a suite, floor, door code, instructions and the people to ask for.