Using the Delivery Portal (Customer Self-Service)

The Delivery Portal is a lightweight, mobile-first portal your customers sign in to on their own phone. From it they can see their rentals, follow a live delivery, check what they owe, and review past payments — all without emailing or calling your team.

It runs at its own web address (/delivery-portal) and is completely separate from the staff-facing management app. Customers only ever see their own orders and invoices.

Who is it for? Despite some internal “rider” naming you may spot, this portal is for the customer / end-client contact on an order. It greets each person by name and shows only their rentals.

Why Give Customers a Portal?

Fewer “where’s my order?” calls — customers check status, delivery progress, and dues themselves.
Self-service transparency — every rental, invoice, and payment in one place, on their phone.
Live delivery tracking — when you use delivery agents, customers watch the agent approach on a map and hold a confirmation code ready.

Part 1 — Giving a Customer Access (Staff)

Portal access is granted per customer from the management app. A customer cannot sign in until you invite them.

Open the Access Panel

Go to Customers and open the customer you want to give access to.
On the customer page, click the Customer portal button in the header. (On EV-rental setups this button reads Rider portal.)
The portal access panel opens, showing the current Status: Not invited, Active, or Disabled.

Managing portal access needs the customers.write permission. Staff without it will not see the button.

Invite the Customer

The customer signs in with the email on their customer record, so an email address must be on file first.

Confirm the panel shows a valid email under Sign-in identity. If it says “Not set”, add an email on the customer page first, then come back.
Choose Email as the send-via method and click Invite to portal.
The panel reveals a one-time Credentials block — the sign-in URL, the customer’s email, and a temporary password. Copy these now with Copy all; they are hidden once you close the panel.

Demo-stage note. In this version the temporary password is always Demo@1234, and automatic credential emails are still on the roadmap — so you’ll need to share the sign-in link and password with the customer yourself for now. SMS-based invites are also marked “coming soon” and are not available yet.

Managing an Existing Account

Once a customer is invited, the panel gives you three actions depending on status:

Status	Available actions
`Active`	Reset password (issues a new temporary password), Disable portal access
`Disabled`	Re-enable portal access
`Not invited`	Invite to portal

The panel also shows the sign-in URL (with a Copy button) and, for active accounts, when the customer last signed in.

Part 2 — What the Customer Sees

Signing In

At the portal address, the customer chooses one of two sign-in methods:

Email — the email on their customer record plus the password you shared.
Phone OTP — they enter their phone number, tap Send OTP, and enter the 6-digit code sent to their WhatsApp / SMS, then Verify & sign in.

The two tabs are interchangeable — a Use OTP link on the email form and a Use email link on the OTP form let them switch.

Getting Around

After signing in, a bottom navigation bar has four destinations:

Tab	What it shows
Home	Outstanding balance and recent rentals
Orders	The full order list, filterable
Pay	Outstanding invoices to settle
Me	Profile and sign out

The top bar greets the customer by name and has a sign-out button.

Home (Dashboard)

The home screen opens with an Outstanding card showing the total amount due, how many invoices make it up, and how old the oldest due date is. When there’s a balance the card offers Pay now; when everything is settled it reads “You’re all paid up” and offers View payment history instead.

Below that, My recent rentals lists the three most recent orders. Each card shows the order number, a status badge, the rental dates, the total, and a Paid or Due marker. See all jumps to the full Orders list.

Orders

The Orders tab lists every rental, with filter chips across the top:

All — everything
Active — rentals currently out
Returned — completed / closed rentals
Due — orders with an unpaid balance

Tapping any order card opens the order detail drawer.

Order Detail

The order drawer is the fullest view of a single rental. Depending on the order it can include:

Timeline — the milestones reached so far: Booked, Picked up, Returned, or Cancelled, plus a “Pending — Final invoice” marker for rentals still open.
Assets — the items on the rental, with tag and quantity.
Charges — Rental, Tax, any Discount, the Total, amount Paid, and any Outstanding balance.
Invoices — the invoice numbers linked to the order.
A Pay outstanding button when there’s a balance.

Live delivery tracking (when enabled). If your business uses the Delivery Agents feature and an agent is assigned to the order, the drawer adds a Delivery Agent section — the agent’s name and status, a live location map while they’re on the way, a large Delivery Confirmation Code the customer reads out to confirm handover, and a chat panel to message the agent once the delivery has started. These sections only appear when a delivery agent is actually assigned. See How to Track Delivery Agents.

Pay (Outstanding)

The Pay tab lists every unpaid invoice with its number, related order, due date, and how many days overdue it is. Customers can:

Tick the invoices they want to clear (or use Select all).
Watch the running total update.
Tap Pay to open the payment window.

Payments are in demo mode. The Pay Now window lets customers pick a method (UPI, Card, or Net banking) and confirm, but it does not move real money yet — it records a mock confirmation only. Live online payments through your payment gateway are planned but not shipped, so continue collecting payment through your usual channel and record it in the management app.

Payments (History)

Reached from the Home card’s “View payment history”, the Payments view lists past payments grouped by month, with a total for the current year. Each entry shows the payment date, mode, amount, and which order it was applied to.

Me (Profile)

The profile screen splits into two parts:

Billing details (read-only) — the name, email, and mobile from the customer record. A note tells the customer to contact your team to change these.
Portal contact (editable) — the customer can update their own first name, last name, and a notification phone number, then Save changes.

A Sign out button sits at the bottom.

Editing the portal contact does not change the customer’s billing record — only your team can change billing details from the management app.