System Workflows
Visual diagrams of all system processes and workflows
Customer Booking Flow
Select Booking Type
Customer chooses booking type
Customer
Pay onlineEnter Order Info
Name, email, phone, delivery address
Select Logistics
Pickup location and date
Choose Service Level
Standard, Express, or Same-Day
Price calculated by zip code tier
Payment (Stripe)
Create checkout session & redirect
→ PaymentSuccess page
→ Webhook verifies payment
Booking Created
Status: Confirmed
✉️ Confirmation email sent
📱 SMS notification sent
🔗 Sent to CRM (if configured)
Retailer Booking Flow
Select Booking Type
Retailer chooses booking type
Retailer
Invoice laterEnter Order Info
Customer details + order document upload
📄 Order document required
Select Logistics
Pickup location and date
Choose Service Level
Standard, Express, or Same-Day
Price calculated by zip code tier
Booking Created
Status: Confirmed, Payment: Pending
✉️ Confirmation email sent
📱 SMS notification sent
🔗 Sent to CRM (if configured)
💰 Invoice handled separately
System Integrations
Email (Resend)
- • Booking confirmations
- • Route notifications
- • Out for delivery alerts
- • Signature requests
- • Completion confirmations
SMS (Twilio)
- • Booking confirmations
- • Route scheduled alerts
- • Out for delivery alerts
- • Signature links
- • Delivery confirmations
Payments (Stripe)
- • Customer checkout
- • Webhook verification
- • Payment status tracking
- • Only for customer bookings
- • Retailer bookings skip payment