Demo

Client & partner portal

Step 11 Connected workflow

Client & partner portal

Clients see their trips, documents, and invoices — without full system access.

Client PortalTripsAccounts

How it fits your operation

Corporate shippers and contract clients log into a scoped portal: live trip status, POD, invoices, and requisition history. Sensitive payroll and fleet-wide data stay hidden. Trust increases when clients self-serve instead of calling for updates.

Daily workflow

  1. 1
    Onboard client

    Create portal user tied to contract parties.

  2. 2
    Submit demand

    Client raises requisition into your approval flow.

  3. 3
    Track movement

    Client watches assigned trip without calling.

  4. 4
    Settle accounts

    Invoices and payments visible in portal ledger.

Key controls

  • Client login with trip-scoped visibility
  • Live map share for assigned loads
  • Invoice and statement download
  • Requisition submission from client desk
  • Branded portal for enterprise accounts

Why teams enable this step

1

Fewer status calls to dispatch and sales

2

Enterprise clients expect portal-grade visibility

3

Commercial team scales without extra coordinators