How to Track Delivery Agents (Tab & Live Map)?
If your team delivers and collects rentals with your own riders, you want one screen that answers “who is out, what are they carrying, and where are they right now?” The Delivery Agents tab in the Operations Hub does exactly that — a live board of every agent, their current assignments and confirmation OTPs — and a companion Live Map that plots each active agent’s GPS position in real time.
The Delivery Agents tab and Live Map are optional. They only appear after an admin turns on Enable Delivery Agent management in Settings → Operations. If you don’t see the tab, that setting is off. See Turning the feature on below.
What You Can Do Here
- See status at a glance — every agent shows as On Job or Idle, with a count of their active work.
- Track live jobs — direct order deliveries and multi-stop route plans both appear on each agent’s card.
- Read confirmation OTPs — the code the customer or agent needs to confirm a handover is shown right on the card.
- Follow agents on a map — the Live Map shows a moving marker for every agent currently in transit.
- Review a full history — open any agent to see photos, timestamps, addresses and the agent-to-customer chat.
The Delivery Agents Tab
Open Operations from the main menu, then select the Delivery Agents tab (it sits after Rentals Out, Rentals In and Routes). You’ll see a grid of cards — one per delivery agent.
Finding an Agent
The toolbar at the top of the tab gives you three ways to narrow the list:
| Tool | What it does |
|---|---|
| Search box | Type an agent name, order number, customer name or route code to filter the cards. |
| Status chips | Switch between All Delivery Agents, On Job and Idle. |
| Refresh | Manually pull the latest data. The board also refreshes on its own about every 30 seconds. |
An agent counts as On Job when they have an assignment that is in transit, or an active route plan. Everyone else shows as Idle.
Reading an Agent Card
Each card summarizes one agent’s current workload:
- Header — profile photo (or initials), name and phone number, a colored status dot (green = on job, grey = idle), and a badge showing how many active jobs they have.
- Order assignments — a row for each order assigned directly to the agent, showing the order number, an assignment-type dot (delivery vs. pickup) and a status badge such as assigned or in transit. When a delivery is in transit, its confirmation OTP appears as a pill on the row.
- Route rows — if the agent is running a multi-stop route, a route row shows the route code, a stops-completed count (for example
2/5 stops) and its status (Dispatched or In Progress). - En route / On route bar — a highlighted strip appears while the agent is actively moving, naming the order or route they’re working.
- View details — click anywhere on the card to open the full agent drawer.
No agents on the board? If the tab is empty it will say “No delivery agents found. Create a user with the Delivery Agent role to get started.” Delivery agents are staff users assigned the Delivery Agent role. See Creating a delivery agent.
The Agent Detail Drawer
Click any card to slide open the detail drawer. The header repeats the agent’s name, phone, email and an active-jobs badge, and the body is split into two sections.
Route Plans
If the agent is assigned to route plans, each appears as an expandable card with its route code, status (Dispatched or In Progress) and a delivered/total stop count. Expand a route to see:
- Each stop in sequence, marked Collect (a pickup) or Deliver (a delivery).
- The stop’s confirmation OTP while the stop is still open.
- A start photo for the route and a completion photo per stop, where the agent has captured them.
- An open-route link that jumps to the full route plan.
Assignments
Below routes, each directly assigned order shows as an assignment card:
- Type and status — Delivery or Pickup / Collection, with a status pill: Assigned, In Transit, Completed or Cancelled.
- Confirmation OTP — while active, a prominent block shows the Delivery Confirmation OTP or Pickup Confirmation OTP. On a delivery, the agent enters the code the customer reads out; on a pickup, the customer enters the code to release the asset.
- Order details — order status, customer name, phone, email, rental dates, amount, when it was assigned and completed, the shipping address and any notes.
- Agent photos — the Start Photo and Completion Photo the agent captured at handover.
- Live location — for an in-transit assignment, a small live map shows the agent’s current position and how recently it updated.
- Chat — expand Delivery Agent ↔ Customer Chat to read the message thread and play back any recorded voice calls. This is a read-only view for your team.
Chat opens only once the agent starts the job. Until then you’ll see “Chat opens when the delivery agent starts the job.”
The Live Map
For a bird’s-eye view of everyone in the field, open the Live Map. From the Delivery Agents tab, click the Live Map button in the top-right corner (it appears only on this tab).
How It Works
- The map plots a colored, pulsing marker for each agent currently in transit. The map auto-fits so every active agent is in view.
- The sidebar lists agents in two groups:
- In Transit — agents actively moving, each card showing delivery vs. pickup, the customer, the order number and how long ago their location last updated.
- Other Delivery Agents — everyone else, marked Available, Assigned · awaiting start, or on a route (Dispatched / On route).
- Click a card or marker to select that agent — the map flies to their position and highlights their marker.
- Live indicator — a Live chip (or Updating while it refreshes) confirms the map is current. Agent positions refresh roughly every 8 seconds; the overall board every 30.
- Search — filter the sidebar by agent name or order number.
If nobody is on the road, the map shows “No delivery agents currently in transit — Delivery agents appear here when they start a job.” Agents only report a live position while they have an active job in progress.
Turning the Feature On
Delivery agent tracking is controlled from Settings → Operations, under Delivery Agent Management. You need the settings.write permission to change these.
| Setting | Effect |
|---|---|
| Enable Delivery Agent management | Master switch. Turns on the Delivery Agents tab, the Live Map and agent assignment across the platform. When off, all of these are hidden. |
| Chat | Lets customers and delivery agents message each other (the thread is visible read-only in the drawer). |
| Voice Calls | Allows calls between agents and customers, with recordings shown in the drawer. |
| OTP Verification | Requires a one-time code to confirm a delivery or pickup. |
The three sub-options only appear once the master switch is on. Save the page to apply your changes.
Creating a Delivery Agent
Delivery agents are simply staff users given the Delivery Agent role, created from the Users and Roles screens. This role is intentionally limited to Operations and Orders (view) access, so agents can work jobs without seeing the rest of your data. Once a user with this role exists, they show up on the Delivery Agents board and can be assigned to orders and routes.
Who can see this screen? Reaching the Operations Hub requires the operations.read permission, and the Delivery Agents tab additionally requires the feature to be enabled.