RIDER / ASSIST
CLIENT PORTAL // ONBOARDING v1.0 SYSTEM ONLINE
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CLIENT PORTAL // 2026 EDITION

Creating a Job
Request.

A walkthrough of the RiderAssist Client Portal — from sign-in to invoice reconciliation. Everything your fleet needs to dispatch, track, and get recovery jobs done.

STEP 01 // ACCESS

Sign in to
the client portal.

Your credentials give you access to the RiderAssist Client Portal — a dedicated workspace for your fleet operators.

01Company email. The address your admin onboarded.
02Password. Use Forgot password if you need to recover access.
03Sign in. Then continue to the dashboard.
Login screen
FILE // 1.PNGENDPOINT // /LOGIN
STEP 02 // OVERVIEW

Create
New Job.

Your dashboard puts everything in one place — KPIs, recent jobs, and fast job creation.

01KPI row. Total, Active, Completed, Urgent at a glance.
02Create New Job. Red CTA in the sidebar opens the request flow.
03Recent jobs. Click any row to drill into the full detail.
Dashboard
FILE // 2.PNGENDPOINT // /DASHBOARD
STEP 03 // VEHICLE

Vehicle details
& recovery reason.

Capture make, model, identifiers, and the recovery category. Choose Roadside Assistance, Up-Lift, or Stolen Vehicle based on the situation.

01Progress. Vehicle → Location → Contact → Notes → Review.
02Vehicle details. Make, Model, VIN, Registration, Colour, Gearbox.
03Recovery Reason. Roadside, Up-Lift, or Stolen — then Next.
Create job — vehicle
FILE // 3.PNGFORM // STEP 1 OF 5
STEP 04 // LOCATION

Priority
& pick-up.

Set the priority, schedule, and pick-up address. Urgent jumps the dispatch queue; Standard lets you schedule ahead.

01Priority. Urgent (ASAP) or Standard with scheduled date & time.
02Pick-up Location. Enter the address and confirm the suggestion.
03Optional precision. Use what3words to pin off-grid pickups.
Create job — location
FILE // 4.PNGFORM // STEP 2 OF 5
STEP 05 // CONTACT

Client name
& phone.

Who the driver calls on site. A primary number is required; an alternative is recommended for stolen recoveries.

01Client name. Person meeting the driver at the pickup.
02Primary contact. Mobile preferred — SMS tracker links are sent here.
03Alternative phone. Office number works well as a fallback.
Create job — contact
FILE // 5.PNGFORM // STEP 3 OF 5
STEP 06 // NOTES

Add
Notes.

Everything the driver should know before rolling out — reported faults, access instructions, and tracker location.

01Notes / reported faults. Free-form context for admin and driver.
02Tracker photo. Optional upload showing where the tracker is pinging.
Create job — notes
FILE // 6.PNGFORM // STEP 4 OF 5
STEP 07 // REVIEW

Confirm and
Submit Job.

A final summary of every field you entered. Catch typos before dispatch kicks in.

01Review. Vehicle, type, pricing, contact — all compact.
02Edit Request. Jump back to any step to fix details.
03Confirm & Submit. Dispatch matches a driver in seconds.
Confirm request modal
FILE // 7.PNGFORM // STEP 5 OF 5
STEP 08 // TRACKING

Track the
live job.

Reference, status, progress, and full audit history — live as the driver accepts, rolls out, arrives, and completes.

01REF + status. Colour-coded badge for lifecycle state.
02Progress bar. Pending → Driver En Route → In Progress → Completed.
03Status history. Every transition, timestamped.
Job detail
FILE // 8.PNGJOB // REF-0045 / LIVE
STEP 09 // BILLING

Invoices
& reconciliation.

Outstanding vs paid, filterable by status, searchable by reference. Warehouse storage costs roll in automatically.

01Running totals. Outstanding and paid totals at a glance.
02Status filters. Awaiting, Paid, Overdue, Partial.
03Invoice list. Click any row for the full breakdown.
Invoices
FILE // 9.PNGBILLING // RECONCILED
END OF TOUR // READY FOR LIVE

You’re ready.
Let’s recover.

That’s the whole flow — login, dispatch, track, reconcile. The portal is yours. Dispatch is standing by.

↗Go to Portal
✓Onboarded
01First Job