Handle an order

What to do when an order comes in, from leaving the yard to dropping the load.

When a customer orders, they’ve already paid. You get an email, and the order shows up on your Orders page.

Three taps per order

1. Open Orders

   Tap Orders in the menu. Orders waiting for you are listed by delivery day, soonest first. Want a list you can search? Tap List at the top. See Find any order.

2. Tap On the way when you leave

   Your customer gets an email saying you’re on the way.

3. Tap Delivered when the load is down

   Take a photo of the drop, then tap Use photo. Your customer gets a “Delivered” email with the photo. No photo? Tap Deliver without photo.

Tapped the wrong button? Tap Undo right away. You have about 10 seconds, and the customer isn’t emailed until that time is up.

What’s in an order

Tap an order to open its page:

• Where it goes, with a Navigate button for directions.
• The drop point: the exact spot the customer picked for the load.
• What they ordered.
• The customer, with Call and Text buttons. Gate codes and notes for the driver show here too.

Tap Orders at the top of the page to go back.

Common questions

The customer gave the wrong address

Open the order and tap Edit next to the address. The price stays the same.

I don't want to email the customer yet

Open the order’s menu and choose On the way without emailing customer.

I marked it by mistake and it's too late to undo

Open the order, tap the menu, and choose Move back.

The customer wants their money back

See Refund or cancel an order.

Someone wants to order over the phone

Tap New order and enter it for them. Then send them a payment link, or enter their card while they’re on the phone. See Take a phone order.

The customer wants an invoice

Open the order and tap Send next to the invoice in the Payment section. See Print or send an invoice.

I have more than one truck

Turn on Fleet to assign orders to trucks and drivers. See Turn on Fleet.

Next

Get customers to your store