What Is a Customer?

A customer in Deliverty Hub represents the person or business that requests a delivery. Every task is linked to a customer record, which stores their contact information, delivery preferences, and history. Customers are the senders or recipients of packages — they are the reason tasks exist.

Customers are organization-scoped, meaning each organization maintains its own independent customer database. The same physical person can exist as separate customer records in different organizations with no data shared between tenants.

Customer Profile

Each customer record contains the following information:

Field	Type	Required	Description
name	String	Yes	Full name of the customer
email	String	No	Email address for notifications and communication
phone	String	No	Phone number for SMS notifications and agent contact
address	String	No	Default address used for pre-filling delivery locations
notes	String	No	Internal notes about the customer (delivery preferences, access codes, etc.)
user	User	No	Optional linked user account for self-service features
organization	Organization	Yes	The organization this customer belongs to (auto-set)

Managing Customers

Customers are managed through the Customers section in the dashboard. Here you can:

Creating Customers

• Manual creation: Dispatchers can add customers directly from the dashboard by entering their name, contact details, and optional address.
• During task creation: When creating a new task, you can select an existing customer or create a new one inline. The new customer record is saved for future use.
• Via API / Channels: When tasks are created programmatically through channels (e.g., from an e-commerce integration), customer records are created automatically from the incoming order data. If a matching customer already exists (based on phone or email), the existing record is reused.

Viewing and Searching

The customer list in the dashboard supports:

• Search: Find customers by name, email, or phone number.
• Pagination: Results are paginated with 20 customers per page by default.
• Detail view: Click on a customer to see their full profile and delivery history.

Editing Customers

Customer records can be updated at any time. Changes to contact information (email, phone) will affect future notifications for that customer's tasks. Historical task records are not affected by profile changes.

Delivery History

Each customer's profile includes a complete history of all tasks associated with them. The delivery history shows:

• Task ID and type (pickup, delivery, cash collection, etc.)
• Task status (completed, cancelled, in transit, etc.)
• Pickup and drop-off locations
• Assigned agent
• Payment information and amount
• Creation date and completion date

This history is valuable for understanding customer activity, resolving disputes, and identifying high-volume customers who may benefit from priority service.

Customer Notifications

Customers can receive automated notifications about their delivery status through multiple channels:

Event	Channels	Description
Task Created	In-app, Email	Confirmation that a delivery has been requested for the customer
Task Accepted	In-app, Email	An agent has accepted the delivery assignment
In Transit	In-app, Email, SMS	The delivery is on its way to the customer
Completed	In-app, Email, SMS	The delivery has been successfully completed
Cancelled	In-app, Email	The delivery has been cancelled

Address Book

Customers can have multiple saved addresses in their profile. When creating a task for a returning customer, dispatchers can select from previously used addresses instead of entering a new one each time. This speeds up task creation and reduces data entry errors.

Addresses include:

• Formatted address string (street, city, postal code)
• GPS coordinates (latitude and longitude) for map positioning and distance calculations
• Optional label (e.g., "Home", "Office", "Warehouse")
• Optional contact person and phone number at the address

Organization Scoping

Customer data is strictly isolated per organization:

• Organization A cannot see, search, or modify customers belonging to Organization B.
• All customer queries (from the dashboard or API) are automatically filtered by the current organization.
• When creating a task, only customers within your organization appear in the customer selection dropdown.
• Super Admins can access customers across all organizations for support purposes.