New Account Onboarding
- 1Client signs up via the website portal
- 2CRM tags client by industry and volume
- 3Automated email sends rate card and driver instructions
- 4First pickup is scheduled in the dispatch queue
Systems for Courier Services
Automated Logistics for Seamless Last-Mile Delivery Operations
Courier services bring in revenue through high-volume parcel turnover and specialized last-mile logistics. Profitability leaks through manual dispatching bottlenecks, unrecorded delivery attempts, and slow invoicing cycles for commercial accounts.
Logistics & Transportation
- Missed Call Text Back
- POD Document Follow-Up
- Commercial Account Portal
- AI Receptionist
- Automated Review Requests
Also for: Delivery Companies
How the business actually works
How the work flows, start to finish.
- 01
Inquiry
A commercial or residential client requests a pickup quote or service availability.
- 02
Quoting
Calculating rates based on weight, dimensions, distance, and required urgency.
- 03
Dispatch
Assigning the manifest to a driver based on territory or current route load.
- 04
Transit
Real-time movement of the parcel through the local network or hub.
- 05
Delivery
Final drop-off including digital signature capture or photo proof of delivery.
- 06
Invoicing
Processing payments or billing corporate accounts according to net terms.
- 07
Retention
Maintaining repeat business through reliability reports and proactive follow-ups.
Where it leaks
Common problems for courier services.
01
Dispatch Bottlenecks
Manual routing and driver assignments create delays that impact same-day service promises. Without automated dispatch, office staff spend hours on the phone coordinating simple pickups.
02
Incomplete Proof of Delivery
Disputed deliveries occur when drivers fail to document the drop-off properly. Missing photos or signatures lead to unpaid invoices and strained client relationships.
03
Commercial Billing Lags
High-volume business accounts often require complex monthly billing that is prone to errors. Delayed invoicing slows down cash flow and complicates account reconciliation.
04
Missed Pickup Requests
Calls coming in while dispatchers are busy often go to voicemail and are lost to competitors. A missed inquiry is a direct loss of a potential long-term contract.
05
Driver Communication Gaps
Updating drivers on route changes via SMS or phone calls is disorganized and dangerous. Lack of a central hub for route updates leads to missed stops and inefficient backtracking.
What LATTICE can build
Systems built around how you work.
Missed Call Text Back
Automatically sends a text to clients who call during peak hours, allowing them to initiate a pickup request immediately via chat.
POD Document Follow-Up
Automated reminders sent to drivers if a delivery is marked complete without an attached photo or digital signature.
Commercial Account Portal
A private area for business clients to view their delivery history, download manifests, and pay open invoices.
AI Receptionist
An intelligent voice system that answers common questions about delivery status and rates, freeing up dispatchers for complex routing.
Automated Review Requests
Sends a feedback prompt to the sender once a delivery is confirmed, building the courier company's online reputation.
Reactivation Campaigns
Identifies commercial clients who have not booked a pickup in thirty days and sends an automated check-in message.
Fleet Maintenance Reminders
Internal alerts based on time or mileage to ensure vehicles are serviced, preventing mid-route breakdowns.
Example systems
What it looks like in practice.
Proof of Delivery Workflow
- 1Driver uploads photo of package at doorstep
- 2System triggers an immediate SMS to the recipient
- 3Email with delivery confirmation is sent to the sender
- 4Status is updated to Delivered in the dashboard
Failed Delivery Attempt
- 1Driver marks delivery as undeliverable
- 2System sends a booking link to the recipient for rescheduling
- 3Dispatcher is notified to adjust the next day's route
- 4Attempt is logged for future billing
Have a different problem?
Tell us what's slowing the business down. LATTICE can build around the way your business operates.
Questions from courier services
How can we handle high call volumes for delivery status updates?
We implement automated status tracking through SMS and AI receptionists that can look up package information. This allows your team to focus on moving freight rather than answering the same questions repeatedly.
Can the system manage different rates for different clients?
Yes, the CRM allows for custom price books and contract terms to be applied to specific commercial accounts. This ensures that invoicing is accurate based on the pre-negotiated volume rates.
How do we ensure drivers are actually taking photos of the packages?
We set up workflows that require document or image uploads before a task can be marked as complete in the system. This creates a mandatory digital trail for every stop.
Will this help with billing my net-30 accounts?
The system tracks all completed deliveries and can generate automated statements at the end of the billing cycle. It also sends reminders for overdue payments to ensure your cash flow remains consistent.
Can customers book their own pickups online?
We build booking interfaces that allow clients to input pickup and drop-off details directly. This information flows straight into your dispatch dashboard without manual data entry.