When your drivers are out in the field, opportunities can pop up out of nowhere—for example, customers wanting extra products or new services. Missing those chances? Not on your watch.

Let’s create a custom order form in Mapline so you can ensure new orders get wrapped into your fulfillment and delivery schedules. From the home page in Mapline, click the ADD menu and select NEW FORM. Customize your form with questions that caputre important order information, such as:

• Order date
• Customer name
• Phone number
• Email address
• Product(s) being ordered
• Delivery address
• Payment information
• Signature

Now, your drivers can whip out their devices, fill in the order details right there on-site, and hit submit. That order is instantly routed to the right team for processing, and the driver can tell the customer exactly when to expect delivery. No delays, no missed opportunities—just top-notch service that keeps your customers coming back. How amazing is that?

Sales and delivery teams must work hand-in-hand to keep operations running smoothly. With Mapline, you can integrate your sales and delivery logistics, allowing sales reps to close deals in the field and instantly send the details to dispatch.

To set up this integration, go to your order form and customize the form submit settings to include a new workflow. Navigate to Mapline Form and then SUBMIT SETTINGS. Click on ADD WORKFLOW and select ACTION to set up automated communications. Users might want to include the following actions:

• Send a confirmation email to the customer once the order is placed
• Notify the logistics team whenever a new order comes in for immediate scheduling
• Email the customer automatically as soon as the order is fulfilled
• Auto-assign the order for fulfillment

By automating these processes, you’ll streamline your operations, keeping both customers and team members informed every step of the way. This integration also works both ways—drivers can submit leads or upsell opportunities they encounter during deliveries, keeping the sales team informed and engaged.

Maintaining a clear view of your order fulfillment status is essential for providing excellent customer service. You have the power to monitor the status of each order in real-time, from the moment it’s placed to the moment it’s delivered, giving you complete control over your operations.

Start by creating a custom dashboard for order monitoring. From the Mapline Home Page, select ADD and choose NEW DASHBOARD. Customize the dashboard to include key performance indicators (KPIs) relevant to your order fulfillment, such as:

• Fulfillment status of each order
• Number of new and unfulfilled orders
• Delivery delays and fulfillment delays
• Customer complaints and feedback

By visualizing these KPIs on your dashboard, you gain an immediate overview of all active orders, enabling you to quickly identify any issues and ensure timely delivery. This level of visibility allows you to address potential delays or problems before they affect your customers, ensuring a smooth and efficient fulfillment process.