Easy onboarding for new business owners
Before the daily cycle of leads and delivery, you set up your business once: register your business, create a site, add employees under that site, add a driver. Then you run. No long setup—so new business owners know exactly what to do.
Register your business and create your organization
Sign up and create your organization in OrderBridge. This is your company—you can add multiple sites under it and manage everything from one place.
Create your first site (office or location)
Add a site for each office or area you operate from. Each site will have its own manager, employees, and driver. You can add more sites later as you scale.
Create employees under the site
Add field employees and assign them to the site. These are the people who go door-to-door to collect leads and take advance from customers. They log everything in the app.
Add a driver and assign the vehicle
Add a driver to the site. The site manager will plan daily delivery routes for the driver based on the leads collected by employees. Driver delivers orders and collects remaining payment.
Start capturing leads and running delivery
You're set. Employees go out, log leads and advance. Manager sees leads, builds the route. Driver runs the route and marks deliveries done. Owner sees everything across all sites.
From lead to delivery—step by step
Once you're onboarded, this is the flow every day: employees capture leads and advance door-to-door, manager sees leads and plans the route, driver delivers and collects payment. Everyone stays in sync.
Employees collect leads & advance
Field employees visit customers door-to-door. They log leads in the app and record any advance payment taken from the customer.
Leads reach manager & owner
Leads flow to the site manager and organization owner. No paper slips or missed orders—everything is in one place.
Manager plans the route
The manager builds the next day’s delivery route from the leads. The driver gets a clear list of stops and amounts to collect.
Driver delivers & collects payment
The driver runs the route door-to-door, delivers orders, and collects the remaining payment. Advance was already taken by the employee—all tracked in OrderBridge.