Customer tracking portal
The Tracking Portal is a public page to track the status of a haul. Like an Amazon or FedEx delivery screen, it is known only to the proper customer.
Customers reach it after they approve a quote that created hauls. This page tracks the haul, not the quote.
After approval, Quote Review can show Tracking Portal. The Quote Approved banner can include Track Your Service. If the quote has more than one haul, they see This Quote has more than one Haul and Track Haul {id}. See Customer quote approval.
On Tracking Portal, the customer sees:
- {Haul} #{id}
- Scheduled Date
- {driver} is on its way! when a driver is assigned and moving
- Service Information, including Bin Size: and Material Type:
- Delivery Instructions
- Dropoff Images
- Progress: Ordered → Driver Assigned → On the way → Delivered
- Questions? Contact:
If Automatically Create Haul when Quote is Approved is on, Hauler creates the haul at approval so the tracker has something to follow.
Tracking Portal does not show quote payment lines, Pay on delivery, or Already paid. The customer does not pay here. Prepaid quotes use Approve Quote & Pay, then a hosted pay page. Drivers do not have a quote screen.