Import today's delivery sheet
Upload full client database
One-time (or as-needed) upload of your complete doctor/clinic list from the CRM, so every doctor is searchable in Manual delivery immediately — not just ones already in a delivery sheet. Any file with a "Doctor"/"Client"/"Clinic"/"Name" column works, or a plain single-column list. This never replaces the list — it only adds names that aren't already there.
Schedule — delivery persons
Click a row for pending order detail. Leave dates blank for today's live schedule.
From
To
| Delivery person | Assigned | Delivered | Progress |
|---|
Completed deliveries
Every completed delivery, with signature and photo proof. New imports move yesterday's completions into "Past".
Search
Proof type
| Order # | Client | Delivery person | Delivered at | Proof |
|---|
Pickups logged
Front desk: match these against what's physically dropped off before entering into the CRM.| Delivery person | Doctor / clinic | Time | Photo |
|---|
Delivery persons
New people set their own PIN the first time they log in — no need to set one here unless you want to.
| Name | Reset PIN |
|---|
Admin accounts
Only you (owner) can create admin accounts and set what each one can do. Pick a starting preset below, then fine-tune any admin's exact permissions with the "Permissions" button.
| Username | Role | Permissions |
|---|