Platform documentation

Step-by-step guides

Statement-of-work style procedures for every workflow in the customer, shipper, and admin portals — including named printable statements, two-factor authentication, and partner contracts. Use the tabs below to switch audiences.

Each section lists purpose, prerequisites, numbered steps, and app routes.

SOWAudience: End customers who book shipments, pay invoices, track packages, and manage post-delivery support.

Customer Portal

Statement of Work — Customer operations guide

1. Account & access

Registration, verification, sign-in, and profile.

2. Order management

Create, edit, cancel, reopen, and monitor shipments.

3. Payments

Pay order invoices online via Stripe.

4. Shippers & marketplace

Work with carriers you have used and discover new ones.

5. Reviews, disputes & support

Post-delivery feedback and issue resolution.

6. Order lifecycle reference

Status flow and what you can do at each stage.

Step-by-step guides

Customer Portal

1. Account & access

1.1 Create a customer account

1.2 Sign in and sign out

1.3 Manage profile, notifications, password & 2FA

1.4 Reset a forgotten password

1.5 Delete your account

2. Order management

2.1 Create a new order

2.2 View and search active orders

2.3 Order detail, timeline, and tracking

2.3a When a carrier declines your order

2.4 Edit a pending order

2.5 Cancel a pending order

2.6 Reopen a canceled order

2.7 Completed and canceled order lists

3. Payments

3.1 Pay for an order

4. Shippers & marketplace

4.1 My shippers

4.2 Find more shippers

4.3 Shipper profile & reviews

5. Reviews, disputes & support

5.1 Submit a review

5.2 File a dispute

5.3 Support tickets

5.4 Notifications

6. Order lifecycle reference

6.1 Status reference