Step 3

Agent Tracking

Manage your delivery agents and monitor their performance, active batches, and outstanding collections at a glance.

Watch this tutorial on YouTube

Follow along with the video walkthrough — opens in a new tab.

What you'll learn

  • Add a new delivery agent to your team
  • View an agent's active batches and delivery history
  • Check outstanding balances an agent owes from collections
  • Understand delivery rate metrics per agent
  • Deactivate an agent when they're no longer active

Before you begin

Agents are most useful once you have batches to assign. Make sure you've completed the Creating Batches step so you can see how agents and batches connect.