The client portal is how you give your customers visibility of their work without giving up control of your operation. Instead of fielding “where is my order?” calls and emailing PDFs, you give each client a real-time, read-only window onto exactly their own jobs, stock, and proof of delivery, and nothing else. This guide explains how the portal works and how access is scoped.
What the portal shows a client
A client signs in and sees only their own data, presented in plain terms:
- Their jobs and where each one is in its lifecycle, from goods-in through kitting to delivery.
- Their stock held in your warehouse, so they can see what you are holding for them.
- Proof of delivery, including the photos and signature captured by the driver, so a completed delivery is self-evidencing.
Because this is the same live data your team works from, the client is never looking at a stale export. When a driver captures proof of delivery (see Transport jobs and proof of delivery), it appears for the client shortly after, with no extra step from you.
Read-only by design
The portal is deliberately read-only. Clients can see their work but cannot change jobs, move stock, or reach into your internal system. This is the key to offering transparency safely: you get the goodwill of an open, “always-on” status view without exposing your operational controls or other clients’ data.
Access is scoped to one client
Each portal user belongs to a single client and sees only that client’s jobs, stock, and proof of delivery. One customer can never see another customer’s work. You control who has access, and client access is separate from your internal team accounts, so giving a customer a login never touches your staff permissions.
Onboarding a client is light
Giving a client visibility does not require a heavy implementation on their side. They get secure access to their jobs, no complex setup, no software for them to run. That low friction is what makes the portal something you can actually offer to every client rather than only your largest accounts.
Why it matters commercially
- Fewer status calls, because clients can answer their own “where is it?” questions.
- Faster dispute resolution, because proof of delivery is right there for the client to see.
- Stickier relationships, because a client who can see their operation in your system is a client who is harder to leave.
Where to go next
- Getting started with Loaditude covers adding clients during setup.
- Troubleshooting and FAQ covers common access questions.
Want to see this in your operation?
Loaditude runs in production today. Book a 20-minute demo and we will walk through your workflow.