By running a courier service, you are in constant communication with your team, your drivers, and your customers. On a large scale, it becomes impossible to manually provide updates to your customers about their orders while also taking care of dispatching and driver information at the same time. Thankfully, with online courier software, giving necessary order info to your customers becomes quick and easy!

Email Updates

Within the online courier system, you are able to set up automated email notifications to your customers for a variety of different moments throughout the delivery process. For example, you can have the system set up to send emails to customers when an order has been received, when an order has been dispatched, when an order has been confirmed, or when an order has been picked up. You can also choose whether or not your customers see the paper waybill with all of their critical delivery information. This allows you to have some control and customization options over what is sent out or not. If you don’t want to bombard your customers with information, you can choose to only have a couple emails sent, but if you want your customers to have all of the information they can, you can toggle on all the emails. Every email or paper waybill choice is all automated, you don’t have to worry about managing them at all, they will automatically send once you and your driver update package statuses through the system. This way, you are able to provide necessary updates to your customers, without lifting a finger!

Access Customer Notes

Automatic emails are a great way to simplify customer interaction from your side to theirs, but what about the other way around? Some customers have specific notes that can be important for your drivers and for your team to be aware of and work around. Again, you can choose to automatically have customer notes updated and be applied directly to the orders in the system. Now, instead of fielding a variety of phone calls and emails about delivery instructions or recurring shipments, all that information provided by the customer will show up directly into your system, exactly when it is given. With these automatic notes, you won’t have to worry about missing important information in some other channel, and can devote all your time and attention to the online courier software, resting easy knowing that all the information will show up there!

New Customer Automation

These previous automations work wonders for when you have customers in the system, but what about those that aren’t? You can easily import a customer list that you already have in QuickBooks into the system, but when adding new customers after that, it can be a pain to have to manually input the information every time. It can also lead to data entry errors on crucial information, which definitely needs to be avoided. Luckily, by directing new customers to the customer website and sign-up page, they can sign up on their end. Once they fill out their information this can be automatically approved through the system, giving customers their login information and allowing them to start placing orders. And with any customers you input manually, you can easily send an email template that will provide those customers a link to start placing orders as well. You can change the message template however you would like, and this method allows you to get your customers online fast, without manually inputting every piece of data yourself. Even connecting new customers to your system can easily be automated to save you time and headaches!

Why Automate?

With all of these automatic methods, interacting with customers for general and common concerns is very streamlined, giving you time to work on the rest of your business. But if you ever need to send a custom email notification or log a customer manually, you are able to override and change the automation settings at any time. These automatic actions are built to serve you, not the other way around, and you have the power to mix and match which parts of your business are automatic and which are manual. With Digital Waybill, we want you to have complete control over your company, and complete control over your automation. Schedule a demo with Digital Waybill today and see how else we can simplify your courier service!