D-ONE / Demo workspace

Customer Portal

Jordan Davis

Operations lead

D-ONE demo / sample data — not connected to live records

Relationships / customer experience

Give customers a composed view of their freight, paperwork, and next conversation without giving up D-ONE ownership of the operating record.

Talk through setup ↗Back to overview

ELOHM Command Signal

Shared service context ready

ELOHM summarizes customer-facing milestones, missing proof, ETA risk, and the next accountable response.

Review communication

Active customer accounts

128

6 added this quarter

Portal-enabled customers

73% of accounts

Active loads visible

Across 31 accounts

Pending PODs

6 due today

Open invoices

$184K sample balance

Avg. customer rating

4.6

↑ 0.2 this month

Account directory / sample

Customer accounts

Showing 5 of 128 sample accounts

Customer name	Industry	Location	Assigned rep	Portal access	Active loads	Open invoices	Payment status
Northstar Retail Group	Retail	Newark, NJ	Maya Torres	Enabled	8	3	Current
Horizon Foods	Food & Bev.	Atlanta, GA	Jordan Davis	Enabled	5	1	Current
Pinnacle Home Goods	Consumer	Dallas, TX	Riley Chen	Pending	3	2	Net 30
Stonebridge Supply	Industrial	Chicago, IL	Maya Torres	Disabled	0	4	Review
Clearwater Health	Healthcare	Nashville, TN	Jordan Davis	Enabled	4	0	Current

Portal access, invoices, and payment states are sample records only.

Access model / future workflow

Portal access & roles

Customers receive secure, account-scoped access through an invited user and approved role. D-ONE owns the record; this preview does not authenticate users or grant access.

Customer admin

Tracking · PODs · invoices · documents · messages

Operations viewer

Tracking · PODs · documents · messages

Finance viewer

Invoices · documents · payment status

Read-only guest

Tracking · ETA · approved documents

Sample load / DL-2048

Self-service visibility

Picked upIn transitETA 18:40

Current location

I-85 · Charlotte, NC

POD capture

Expected at delivery

Documents

4 approved files

Invoice link

INV-4482 · View

Account trail / sample exchanges

Customer communication

Messages, notifications, and documents

Message · delivery appointment

“ETA remains 18:40. Receiver window confirmed for 19:00.”

Northstar Retail Group · Today · 11:18

Notification · POD due

POD capture will be requested when DL-2048 reaches the receiver.

D-ONE workflow · Today · 09:40

Document exchange · BOL

BOL-2048.pdf shared with the customer account and attached to the load.

Documents · Today · 08:52

Implementation gate / sample

Portal readiness checklist

2 / 6 ready

Account ownership map

Ready

Rep, billing contact, and escalation owner are defined.

Role templates

Ready

Customer admin, finance, operations, and viewer scopes are drafted.

POD workflow

In review

Capture, review, and customer-visible handoff are staged.

Invoice visibility

In review

Invoice links stay read-only until finance rules are approved.

Message boundaries

Mapped

Customer threads remain attached to a load or account record.

Launch cohort

Mapped

Six pilot accounts are identified for a future working release.

Connected surfaces / existing routes

Keep the operating picture connected.

Every link opens a D-ONE demo page

Blueprint boundaryD-ONE demo / sample data — not connected to live records

Design the handoff before the handoff is live.

These surfaces define the records, roles, statuses, and review moments a future D-ONE application can make operational. They do not simulate authentication, persistence, imports, APIs, or live analytics.

Sample period

August 2026

Illustrative values for review with Durandisse Industries.