Every feature you need to run deliveries in one system
See, module by module, what CDX Rota delivers to the operations team, to region managers, to businesses and to couriers.
Management dashboardWeb and installable, for headquarters, the operations team and region managers
Business PortalInstallable web app and Android app
Courier AppAndroid and a version installable from the browser
One entry pointThe system recognizes on its own whether the user is management, a business or a courier
Operations
The operations team sees the operation live, dispatches effortlessly and acts fast when something goes off track.
HeadquartersRegion managerOperations team
Dashboard (Overview)
Indicators for the period: orders, delivered, billed, operation fee, payout, average time and late deliveries.
Filter by Today, Yesterday, 7 days, This month or a custom period, always opening on Today in the operation's time zone.
"Couriers now" strip: available, on a delivery run, idle, no position and pending deliveries, highlighted when an order is waiting.
Clickable cards that open the list already filtered.
The Overview adds up all regions; with one region selected, it shows only that region.
For the operations team, a lean version with the live operation and no financial figures.
Operations teamRegion managerHeadquarters
Order center
Indicators for open, in progress, delivered and canceled orders, with search by code, customer, phone or address.
Filters by region, business, courier, status, day and "late only", with automatic refresh.
New orders from the operations team in three modes: by address (fee from the table), by sector, or recording a delivery already made.
Row actions: details, dispatch, cancel up to the "out for delivery" stage, reassign the courier (the payout follows) and message the customer on WhatsApp.
Full cycle: waiting, dispatched, accepted, heading to pickup, picked up, out for delivery and delivered, plus canceled and failed.
Order payment methods: PIX, cash, card on the card machine, or already paid.
Operations teamBusinessCourier
Automatic dispatch
Exclusive offer: the order goes to one courier at a time, for a set time (60 seconds by default, adjustable).
If declined or the time runs out, it moves to the next courier; if no one is available, it opens to everyone and never gets stuck.
Fair rotation: first those who are active and free, then those on a delivery run; within each group, whoever has gone longest without an offer.
Only approved, active and available couriers from the order's region are included.
With a shift schedule active at that time, only scheduled couriers receive offers, with the option to open to the region when no scheduled courier is available.
If the operation prefers, the offer can go to everyone at the same time.
Notification on the courier's phone with the store name, the delivery fee and the destination.
Operations teamRegion managerHeadquarters
Live map and online couriers
A marker for each courier, colored by status (on a delivery run, idle, no position, offline), with name, license plate and automatic clustering for large fleets.
Business layer with its own marker; layers can be turned on and off.
All regions together or one at a time; when you pick a region, the map updates in real time.
In the marker popup: WhatsApp, SMS, email, notice and urgent alert for couriers and businesses.
List of online couriers with clickable indicators, "last seen" and a contact column.
GPS required or waived to go online, globally or per courier.
Operations teamCourier
Late delivery alerts
A delivery accepted and stalled for more than a few minutes triggers an automatic notice to the courier, with resending.
Time and resend interval configurable per business (25 and 30 minutes by default; zero turns it off).
Dashboard and list numbers always match, including late orders, which also count orders not yet accepted.
CourierBusinessOperations teamOptional
Off-platform deliveries
The courier records in the app a delivery made outside the platform: for a business or a private customer.
A delivery for a business is confirmed or rejected by the store in the portal or by the operations team; once confirmed, it enters the wallet like a regular order.
A private delivery goes only into the courier's history and earnings.
Safeguards against duplicates and limits on days, amount and quantity.
Enabled per courier by management.
Operations teamRegion managerHeadquarters
Messages and Alerts Center
Announcements with a title and text, in the notification bell or in a window that opens on screen by itself.
Audience: everyone, couriers only, businesses only or a specific person, with an optional phone notification.
History of who read it and when.
From the map or the online list, a simple notice or urgent alert, with quick templates and the send result.
A credit to a business wallet can trigger an automatic notice to that business.
Records and shift schedules
Records organized by region and shifts with formal attendance confirmation.
HeadquartersRegion managerOperations team
Complete records
Regions and operating units with city, State (UF), address and their own color.
Business records in 4 tabs: details with a map marker, wallet, contract and system parameters.
Courier records in 7 tabs: personal, documents, contact and address, bank and PIX, vehicles, financial wallet and parameters.
Document upload: selfie, driver's license (CNH) front and back, MEI registration, proof of address, certificates and vehicle registration (CRLV).
Courier status: pending, approved, suspended or blocked; a courier suspension takes effect immediately.
Vehicles: motorcycle, car or bicycle, with one set as primary.
Sectors (neighborhoods) by state and city, users linked to regions and a customer base for each business.
Addresses with automatic ZIP code (CEP) lookup and maps with no per-query cost.
Operations teamBusinessCourier
Self-registration with approval
Courier: CPF first (blocks duplicates), details with WhatsApp and email, address with CEP, city of operation and PIX.
Photos in the courier registration: a selfie from the camera and the driver's license; the draft is saved.
Business: CNPJ first, address and map marker.
Both start as pending and only operate after approval by the operations team.
Business credentials set or generated by management and sent by email, with "forgot password" for the store owner.
Operations teamRegion managerCourier
Shift schedules with formal confirmation
Shift schedule per business with time slot (morning, lunch, afternoon, night or open), weekdays, minimum headcount, demand forecast and team.
Formal confirmation: "I'll work" or "I can't" in the app, or by replying 1 or 2 on WhatsApp.
Anyone who has not confirmed within 5 minutes of the start is marked absent; the operations team sees a summary of the team's confirmations.
Automatic confirmation reminders on up to 4 channels (push, WhatsApp, SMS and email), only to those who have not confirmed and without repeats.
Conflict alert when the courier is already on another schedule at the same time, including shifts that run past midnight.
On WhatsApp, couriers list the available schedules and join or leave on their own, respecting conflicts and region.
An active shift schedule directs dispatch only to scheduled couriers.
HeadquartersRegion manager
Users and roles
Each user has a role and is linked to one or more regions.
Credentials sent by email, WhatsApp or SMS, depending on the available channel.
The operations team handles all records except users; permanent deletions only by headquarters.
Delivery fees and contracts
Predictable pricing for the store and a clear payout for the courier, calculated by the same rule.
HeadquartersRegion managerOperations team
Delivery fee tables
Table by radius (straight line) or by road distance, with per-kilometer bands, a minimum amount and an amount per additional kilometer.
Table by sectors, with a fixed price per neighborhood; the same store can have both an automatic fee and a sector table.
Price ring map: the actual charging bands drawn on the map from the store, with notes on how the price is composed.
Final price simulation already including the contract fee of the selected store.
Count of how many businesses use each table, with a warning when deactivating.
HeadquartersRegion managerBusiness
Contract and pricing
Delivery price = table band or sector + the operation fee set in the store's contract (fixed or percentage).
The business sees and pays the total; the courier receives the payout, without the operation fee.
Contract per store with the courier amount, integration costs, free-form fields and notes.
The charge happens on delivery, not when the order is created.
Finance
Wallets, billing and payouts that match the deliveries, plus financial management for the operation itself.
BusinessHeadquartersRegion manager
Business wallet
Balance, credits, debits and a statement showing the balance after each entry.
PIX top-up: the store owner enters the amount and receives the copy-and-paste code with a QR Code; management confirms receipt and the balance is credited.
Automatic debit for each completed delivery, already including the contract fee.
"Require balance to open orders": blocks new orders when the available balance does not cover them, already deducting open orders.
Manual credit with an optional notice to the store, retroactive import of trips, and a wallet that can stay with management only, when the operation prefers.
HeadquartersRegion managerCourier
Courier wallet and payouts
Each completed delivery automatically credits the payout, including those entered by the store owner in "Record Delivery".
Settlement by selection: management checks the deliveries it is paying, sees the total instantly and confirms; the payment stays linked to those deliveries.
Payout history by order date or payment date, with the open balance always matching the list.
Reversal delivery by delivery, with a required note, and marking of advance payments.
In the app, couriers follow their balance receivable.
HeadquartersRegion manager
Operation finance
Billing by period and by business: trips, amount and current balance.
Payouts due per courier, with settlement, history and reversal.
Payout report in PDF and Excel grouped by region, with subtotals and a grand total.
Wallets consolidated by business, and pending and confirmed PIX top-ups.
Period filter that opens on Today and follows the region selected at the top.
Headquarters
Administrative Finance
Accounts payable and receivable with installments, recurrence, partial or full settlement with late fees, interest and discounts, reversal and cancellation.
Classification by invoice, group or contract, cost center and chart of accounts.
Chart of accounts and cost centers in a tree, with a ready-made default model and one cost center per region.
23 reports in PDF and Excel, including a management income statement (DRE), actual and projected cash flow, budget vs. actual, payables and receivables position, delinquency and results by region and cost center.
Module for platform administration (headquarters role).
Reports
Operation figures so you can decide based on what actually happened.
HeadquartersRegion manager
Deliveries Dashboard
Indicators by status, billing, operation fee, courier payouts, average ticket and average time.
Daily curve, funnel by stage, heat map by hour and weekday, destinations on the map and payment methods.
Courier and business rankings, breakdown by city and value composition (what generated the fee and what generated the payout).
Periods of 7, 30 or 90 days, current month or custom.
HeadquartersRegion manager
Report center
Reports organized in cards, with no digging through menus.
Wallet balances, activity by business and statement of entries.
Billing by period, courier payouts and wallet top-ups.
Deliveries (orders), online couriers and live map.
For businesses
Request, follow and pay for deliveries independently, on the web or on a phone.
My Orders with indicators, search, and list or card view.
New order by address: the customer's WhatsApp number brings up previous addresses, with automatic CEP lookup, a map marker and a fee estimate from the table.
New order by sector and Record Delivery (one or more deliveries already made, debited from the wallet).
Cancellation up to pickup, with a required reason and an immediate notice to the courier.
Customers with history, wallet, delivery reports, announcements and WhatsApp chat.
Business
Business App
Android app with Orders, New, Wallet, Customers, Reports and Profile tabs.
New order by address with CEP, map, extra pickup stop and payment status.
PIX top-up with a copyable code and a share option.
Off-platform deliveries to confirm, announcement bell and mandatory updates.
BusinessOptional
Point of Sale (POS)
Menu with categories, products and services with photos, required or optional add-ons and price lists.
Full-screen Record Order: dine-in, pickup or delivery; source counter, phone or WhatsApp; table, payment, discounts and surcharges.
Sale status: open, preparing, ready, out for delivery, completed or canceled.
24 reports in PDF and Excel, such as sales by day, ABC curve, estimated margin, service times and top-buying customers.
Records can be replicated from one store to others, with a preview first (done by platform administration, headquarters role).
Enabled per business, in the web Portal. The POS records the store's sales; delivery orders are still opened in the portal.
Optional features configurable per store or per courier
Extra pickup stop: the courier stops at an address before the pickup.
Payment status: paid or to be collected, with amount, method and change; the courier collects on delivery.
Off-platform delivery: the courier records deliveries made outside the platform, with store confirmation.
Point of Sale: the complete POS in the business's web Portal.
For couriers
Everything people on the street need, without the hassle.
Full-screen new delivery run alert with store name, pickup and destination, a repeating sound, vibration and Accept and Decline buttons.
Notifications with the app closed on Android; in the browser version, with notification permission.
Available requests and deliveries in progress, with a step-by-step guide to the completion screen showing the amount.
Extra pickup stop, payment collection on delivery with change, and failure recording, such as customer not present.
Customer's WhatsApp and directions in Google Maps with stop, pickup and drop-off.
Courier
Earnings, schedules and profile
Earnings for today, the week and the month, a custom period and balance receivable.
The day's shift schedules with "I'll work" or "I can't".
Recording of off-platform deliveries, when enabled, and a list of those submitted.
My Profile with status (approved, under review, suspended or blocked) and vehicle.
A stable app even with a weak signal, always on the latest version.
Version installable from the browser, with an installation guide for iPhone.
Messaging and AI
Talk to anyone in the operation without leaving the screen and let AI handle the repetitive questions.
HeadquartersRegion managerBusiness
WhatsApp, SMS and email
WhatsApp connections by QR Code, linked by region, and the official WhatsApp API (Meta) with message template management.
Unified conversation inbox and a WhatsApp-style chat opened from the lists of customers, orders, stores, couriers and users, with attachments and audio.
A single conversation history, including what was typed on the phone, and unread message alerts.
One-off SMS and email with a branded template and an open indicator, with history per contact.
HeadquartersRegion managerBusinessCourier
AI assistant
In the dashboard: answers with real operation data, such as the day's summary, who is online, orders, customers, payouts due and rankings.
Teaches how to use the system, opens the right screen and sends WhatsApp, SMS and email, always asking for confirmation.
On WhatsApp: recognizes couriers and store owners by their number and replies with a numbered menu.
For couriers: today's schedules and confirmation, joining and leaving schedules, earnings, today's deliveries and registration status.
For store owners: delivery fee table, price calculation for a delivery, contract, wallet balance and today's orders.
Understands images, audio and video, and hands the conversation over to the human operations team when the person asks.
Scheduled tasks, such as the shift reminder for couriers.
Management and security
Access control, auditing and care with the operation's data.
Logs and settings
Access logs for all roles, with channel, IP and result, filters and CSV export.
Settings for GPS to go online, exclusive offer time and the PIX key for top-ups.
Backup and restore
On-demand backup with live progress.
Automatic daily backup sent by email.
Protected restore: makes a safety copy first and asks you to confirm the impact.
Sales
Website form contacts become leads in the dashboard, with an unread indicator.
Website visits by city and time.
Platform quality throughout
Multi-region: each manager runs the orders, records, wallets and reports of their own regions; general settings, access logs and announcements to everyone stay with the administration.
Reports and filters in your city's time zone.
OpenStreetMap maps, automatic CEP lookup and IBGE city data.
Installable dashboard, portal and courier app, with automatic updates.
Light and dark theme.
Built for large operations, with fast lists even with many records.
Detailed confirmation before any irreversible action.
Soft deletion of orders: nothing is actually erased.
Access roles
Everyone gets the access that fits their role
Headquarters
Manages the entire platform: all regions, administrative finance, sales, commercial, backup and creation of regions.
Operations team
Handles orders, messages, records and tables for all regions, without access to financial figures or users.
Region manager
Runs the linked regions: orders, records, operation finance, reports, messaging and AI. General settings and access logs stay with the administration.
Business
Requests, follows and pays for deliveries through the web portal or the Android app.
Courier
Receives delivery runs, confirms shift schedules and follows earnings in the app or the installable version.
Want to see these features working in your operation?
Talk to a CDX Rota consultant and get a guided presentation of the modules that matter most to you.