Courier and Last-Mile Delivery Desk
Local couriers and last-mile delivery companies
Dispatch same-day and route deliveries, capture proof, retry failed drops, and see margin.
Use this templateCourier and Last-Mile Delivery Desk
Start the day on the Dashboard: today's routes, deliveries still to assign, and failed attempts to re-plan. Each delivery moves Booked, Assigned, Picked up, Out for delivery, Delivered on the board; Mark delivered stamps the day. A route is closed out at check-in, which shows its margin.
Start here: how this workspace runs
Dashboard
Cutting failed attempts
Building and closing a route
Deliveries
Every pickup and drop: client, route, driver, delivery window, proof of delivery and stop margin.
| Delivery | Status | Client | Route | Driver | Service | Delivery window opens |
|---|---|---|---|---|---|---|
| Pharmacy totes to Ridgeview Care Home | Delivered | Corner Apothecary | North loop, pharmacy and courthouse run | Jordy Villalobos | Oct 19, 5:00 PM | |
| Court filing to county clerk | Delivered | Haldane and Ruiz Attorneys | North loop, pharmacy and courthouse run | Jordy Villalobos | Oct 19, 8:00 PM | |
| Specimen cooler to regional lab | Delivered | Clearwater Diagnostics | East side, labs and parts | Brynn Halvorsen | Oct 20, 10:30 PM | |
| Brake rotors to Eastside Auto | Delivered | Eastgate Auto Parts | East side, labs and parts | Brynn Halvorsen | Oct 20, 4:00 PM | |
| Anniversary bouquet, Larkspur Court | Failed attempt | Petal and Stem Florist | East side, labs and parts | Brynn Halvorsen | Oct 21, 12:00 AM | |
| Online order, three cartons, Birchwood Ave | Returned to sender | Fernhill Goods (online shop) | North loop, pharmacy and courthouse run | Jordy Villalobos | Oct 18, 6:00 PM | |
| Pharmacy totes to Maple Hollow Assisted Living | Out for delivery | Corner Apothecary | Midday mixed route, downtown and north | Jordy Villalobos | Oct 21, 5:00 PM | |
| Signed closing papers to title office | Picked up | Haldane and Ruiz Attorneys | Midday mixed route, downtown and north | Sami Haddad | Oct 21, 6:30 PM |
Clients
The businesses that send with you, how they are billed, and their first-attempt delivery rate.
| Client | Status | Business type | Billing | Billing email | Book a delivery | Email billing |
|---|---|---|---|---|---|---|
| Corner Apothecary | billing@cornerapothecary.net | — | — | |||
| Haldane and Ruiz Attorneys | accounts@haldaneruiz.net | — | — | |||
| Clearwater Diagnostics | ap@clearwaterdx.net | — | — | |||
| Eastgate Auto Parts | office@eastgateparts.net | — | — | |||
| Petal and Stem Florist | hello@petalandstem.net | — | — | |||
| Fernhill Goods (online shop) | orders@fernhillgoods.net | — | — |
Routes
Each driver's run for the day, with stops, delivered count, fuel and route margin once closed out.
| Route | Status | Driver | Vehicle | Route date | Closed out on | Miles driven |
|---|---|---|---|---|---|---|
| North loop, pharmacy and courthouse run | Closed out | Jordy Villalobos | Oct 19, 2026 | Oct 19, 2026 | 64 | |
| East side, labs and parts | Closed out | Brynn Halvorsen | Oct 20, 2026 | Oct 20, 2026 | 48 | |
| Midday mixed route, downtown and north | On the road | Jordy Villalobos | Oct 21, 2026 | — | 0 | |
| Early run, parts and legal | Planned | Sami Haddad | Oct 22, 2026 | — | 0 |
Claims
Damaged, lost or late deliveries a client has asked to be paid for, and what was decided.
| Claim | Status | Delivery | Kind | Claimed (USD) | Settled (USD) | Decided on |
|---|---|---|---|---|---|---|
| Crushed carton corner, online order | Paid out | Online order, three cartons, Birchwood Ave | $42 | $21 | Oct 20, 2026 | |
| Bouquet delivered after the dinner | Investigating | Anniversary bouquet, Larkspur Court | $85 | $0 | — | |
| Exhibit binder missing a tab | Denied | Court filing to county clerk | $60 | $0 | Oct 20, 2026 |
A courier makes money on stops that are delivered the first time. This workspace keeps every delivery, route and client in one place so dispatch can see the day, drivers know their order, and the owner can see which clients and routes pay.
The four tables
Deliveries: one row per pickup-and-drop. It moves Booked, Assigned, Picked up, Out for delivery, then Delivered, or Failed attempt with a reason. After three failed attempts it is Returned to sender. Mark delivered stamps the day; Log failed attempt keeps it open for a retry.
Clients: pharmacies, law firms, labs, parts stores, florists and online shops that send with you, their billing and pickup notes, with delivered and failed counts and a First-attempt rate.
Routes: each driver's run for a day, with vehicle, miles and fuel. Stops, delivered stops, revenue and driver pay roll up; Route margin appears when the route is closed out.
Claims: damaged, lost or late deliveries a client wants paid for.
A normal day
7:00: dispatch opens Deliveries, This week view, and assigns every Booked stop for today to a route and driver.
Order stops: rush and specimen stops first, cold chain before warm, legal filings before the clerk closes.
Drivers press Mark delivered at the door with a signature or a door photo.
Failed attempt: the driver picks the reason and leaves a note; the client is texted within 15 minutes.
3:00: dispatch works Failed attempts to re-plan and puts each retry on the next route.
At check-in, the driver enters miles and fuel and dispatch presses Close out route.
Who owns what
Proof that holds up
A signature, or a photo that shows the parcel and the door number, and the time. Without one, a claim is ours to pay.
| Delivery | Status | Client | Route | Driver | Service | Delivery window opens |
|---|---|---|---|---|---|---|
| Pharmacy totes to Ridgeview Care Home | Delivered | Corner Apothecary | North loop, pharmacy and courthouse run | Jordy Villalobos | Oct 19, 5:00 PM | |
| Court filing to county clerk | Delivered | Haldane and Ruiz Attorneys | North loop, pharmacy and courthouse run | Jordy Villalobos | Oct 19, 8:00 PM | |
| Specimen cooler to regional lab | Delivered | Clearwater Diagnostics | East side, labs and parts | Brynn Halvorsen | Oct 20, 10:30 PM |
| Delivery | Status | Client | Route | Driver | Service | Delivery window opens |
|---|---|---|---|---|---|---|
| Pharmacy totes to Ridgeview Care Home | Delivered | Corner Apothecary | North loop, pharmacy and courthouse run | Jordy Villalobos | Oct 19, 5:00 PM | |
| Court filing to county clerk | Delivered | Haldane and Ruiz Attorneys | North loop, pharmacy and courthouse run | Jordy Villalobos | Oct 19, 8:00 PM | |
| Specimen cooler to regional lab | Delivered | Clearwater Diagnostics | East side, labs and parts | Brynn Halvorsen | Oct 20, 10:30 PM |
| Delivery | Status | Client | Route | Driver | Service | Delivery window opens |
|---|---|---|---|---|---|---|
| Pharmacy totes to Ridgeview Care Home | Delivered | Corner Apothecary | North loop, pharmacy and courthouse run | Jordy Villalobos | Oct 19, 5:00 PM | |
| Court filing to county clerk | Delivered | Haldane and Ruiz Attorneys | North loop, pharmacy and courthouse run | Jordy Villalobos | Oct 19, 8:00 PM | |
| Specimen cooler to regional lab | Delivered | Clearwater Diagnostics | East side, labs and parts | Brynn Halvorsen | Oct 20, 10:30 PM |
| Client | Status | Business type | Billing | Billing email | Book a delivery | Email billing |
|---|---|---|---|---|---|---|
| Corner Apothecary | billing@cornerapothecary.net | — | — | |||
| Haldane and Ruiz Attorneys | accounts@haldaneruiz.net | — | — | |||
| Clearwater Diagnostics | ap@clearwaterdx.net | — | — |
| Route | Status | Driver | Vehicle | Route date | Closed out on | Miles driven |
|---|---|---|---|---|---|---|
| North loop, pharmacy and courthouse run | Closed out | Jordy Villalobos | Oct 19, 2026 | Oct 19, 2026 | 64 | |
| East side, labs and parts | Closed out | Brynn Halvorsen | Oct 20, 2026 | Oct 20, 2026 | 48 | |
| Midday mixed route, downtown and north | On the road | Jordy Villalobos | Oct 21, 2026 | — | 0 |
| Claim | Status | Delivery | Kind | Claimed (USD) | Settled (USD) | Decided on |
|---|---|---|---|---|---|---|
| Crushed carton corner, online order | Paid out | Online order, three cartons, Birchwood Ave | $42 | $21 | Oct 20, 2026 | |
| Bouquet delivered after the dinner | Investigating | Anniversary bouquet, Larkspur Court | $85 | $0 | — | |
| Exhibit binder missing a tab | Denied | Court filing to county clerk | $60 | $0 | Oct 20, 2026 |
Failed attempts to re-plan
| Delivery | Status | Client | Route | Driver | Service | Delivery window opens |
|---|---|---|---|---|---|---|
| Pharmacy totes to Ridgeview Care Home | Delivered | Corner Apothecary | North loop, pharmacy and courthouse run | Jordy Villalobos | Oct 19, 5:00 PM | |
| Court filing to county clerk | Delivered | Haldane and Ruiz Attorneys | North loop, pharmacy and courthouse run | Jordy Villalobos | Oct 19, 8:00 PM | |
| Specimen cooler to regional lab | Delivered | Clearwater Diagnostics | East side, labs and parts | Brynn Halvorsen | Oct 20, 10:30 PM |
Not yet on a driver
| Delivery | Status | Client | Route | Driver | Service | Delivery window opens |
|---|---|---|---|---|---|---|
| Pharmacy totes to Ridgeview Care Home | Delivered | Corner Apothecary | North loop, pharmacy and courthouse run | Jordy Villalobos | Oct 19, 5:00 PM | |
| Court filing to county clerk | Delivered | Haldane and Ruiz Attorneys | North loop, pharmacy and courthouse run | Jordy Villalobos | Oct 19, 8:00 PM | |
| Specimen cooler to regional lab | Delivered | Clearwater Diagnostics | East side, labs and parts | Brynn Halvorsen | Oct 20, 10:30 PM |
Open claims
| Claim | Status | Delivery | Kind | Claimed (USD) | Settled (USD) | Decided on |
|---|---|---|---|---|---|---|
| Crushed carton corner, online order | Paid out | Online order, three cartons, Birchwood Ave | $42 | $21 | Oct 20, 2026 | |
| Bouquet delivered after the dinner | Investigating | Anniversary bouquet, Larkspur Court | $85 | $0 | — | |
| Exhibit binder missing a tab | Denied | Court filing to county clerk | $60 | $0 | Oct 20, 2026 |
How to read the numbers
A failed attempt costs a second trip and often a client. Most are preventable before the van leaves. This page is how the team keeps the first-attempt rate above 95 percent and what to do when a drop fails anyway.
Before the route
Check every new address against the client's note; online shop orders are the most likely to be wrong.
Businesses: confirm closing time. A dental office that closes at 4 cannot take a 4:30 drop.
Homes: if the client allows it, text the recipient the window the night before.
Medical and legal items are signature only; never plan them as leave-at-door.
At the door
Knock and wait one full minute. Call the number on the ticket.
Safe place allowed and the item is not signature-only: leave it, take the photo with the door number in frame.
Otherwise press Log failed attempt and choose the reason: Nobody home, Business closed, Wrong address, Refused, No safe place.
Leave a card with the dispatch number and the next window.
Re-planning
After three failed attempts the delivery is Returned to sender, and the client is billed for the attempts under their rate card.
Reading the rate
Each client shows a First-attempt rate. Under 90 percent means a conversation: a cut-off time, better addresses, or a different service.
Checklist at 3 pm
Every failed attempt has a reason and a photo
Every retry is on a route with a window
Clients texted about each failed drop
A route is the unit you pay drivers and fuel on, so it is where margin is won or lost. This page covers how dispatch builds a route in the morning and how a driver closes it out in the evening.
Building it
Create the route for the date, pick the driver and vehicle. A cargo e-bike suits downtown legal runs; a van suits pharmacy totes.
Assign each delivery to the route. Group by area, then by deadline.
Rush and specimen stops go first; cold items ride in coolers and are delivered within 90 minutes of pickup.
Move the route to Loaded once everything is scanned on board, and On the road when the driver leaves.
During the day
New same-day bookings go to the route nearest the pickup, not the emptiest one, and the driver is told by text before the next stop.
Dispatch watches Out for delivery; a stop not moving for 45 minutes gets a call.
Closing out
The driver checks in and every stop is Delivered or Failed attempt with a reason.
Undelivered items go back on the shelf with a tag; nothing stays in the van overnight.
Enter Miles driven and Fuel and tolls.
Press Close out route. Route margin appears: delivered revenue less driver pay and fuel.
Reading route margin
Worked example
The east side route ran three stops: two delivered for 76 in revenue, and 47 paid to the driver, because the failed bouquet drop is still paid. With 9 in fuel, close out shows a 20 margin, well under 35 percent, so the florist retry goes on the denser midday route instead of its own trip.
What's inside
5 tables · 18 views · 1 form · 6 row actions · 1 agent5 pages
- Courier and Last-Mile Delivery Desk
- Start here: how this workspace runs
- Dashboard
- Cutting failed attempts
- Building and closing a route
4 tables
- Deliveries7 views · 13 sample rows
- Clients2 views · 6 sample rows
- Routes7 views · 4 sample rows
- Claims2 views · 3 sample rows
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