Account
Business customer creates a profile with company, contact, service volume, and security settings.
CubicShip Platform
Business shipping, service orders, and staff workflows in one place.
The platform direction is simple: business customers create secure service orders, Cubic routes them to the right location, staff processes the work, and customers see status, labels, payments, and updates from their dashboard.
Core Flow
One workflow for every business service.
This keeps DHL labels, printing, mailbox, virtual notary, and extra business services inside the same operational pattern.
Service
Customer selects DHL label, printing, mailbox, virtual notary, or another business service.
Order Code
System generates a secured order number and QR/code for tracking, staff lookup, and counter handoff.
Location
Order routes to the designated CubicShip/DHL location based on customer selection or assignment.
Staff Work
Staff reviews details, creates the DHL label in the carrier system, uploads the label PDF, and updates status.
Customer View
Customer logs in to view status, download/print labels, see notes, and receive notifications.
Checkout
Payments can be collected through checkout once pricing and service rules are connected.
Audit Log
Every key action is recorded for security: customer changes, staff updates, label uploads, payments, and notifications.
Modules
Platform modules to build in phases.
The public promise should be the workflow. CRA remains the DHL label system; CubicShip stores orders, status, tracking, uploaded files, and history.
Business Dashboard
Orders, labels, service history, saved company profile, shipment volume, notifications, and security settings.
Live foundationProfile
Create Service Order
DHL labels, printing, mailbox, virtual notary, freight, and business-service intake with secured order numbers and status tracking.
Live foundationQR/code next
My Labels
Customer label library for uploaded PDFs, DHL tracking, download/print actions, and completed order records.
Live foundationPDF storage
Staff Location Portal
Location queue, assigned orders, staff notes, label upload, status changes, and customer notifications.
Live foundationStaff
Admin Portal
Owner visibility into locations, staff access, orders, response times, label workflow, and audit history.
Live foundationOwner
Virtual Notary Flow
Request intake, document notes, appointment status, identity-ready checklist, and staff handoff.
Workflow firstStaff handoff
Checkout
Secure checkout for service orders once pricing rules, counter payment policies, and receipts are finalized.
Stripe phase
OTP + Audit
Security codes, staff permissions, order history, label access controls, and notification records.
MFA phaseAudit log
Email + SMS Updates
Customer and staff notifications for created, routed, in review, label ready, paid, completed, and exception states.
Email firstSMS phase
Operations Roadmap
Build the workflow around CRA and file upload.
This avoids promising automated DHL label creation when staff already uses CRA as the label-printing system.
Phase 1: MVPBusiness profiles, service orders, secure codes, location routing, staff updates, label PDF upload, email notifications.
Phase 2: Commerce + SecurityCheckout, receipt flow, SMS/OTP, stronger roles, audit log, label download permissions.
Phase 3: CRA Support + ReportingBetter CRA handoff fields, uploaded label/receipt history, tracking/reference logs, payment reporting, and dashboard exports.
Main Pages
The platform navigation map.
These are the pages Mo described, mapped to what CubicShip already has and what comes next.
Business-first entry
Short SaaS-style homepage focused on business shipping and platform workflow.
Open homeBusiness Dashboard
Customer profile, service orders, labels, and status foundation.
Open dashboardCreate Service Order
Customer creates a secured order code and chooses the service/location.
Create orderMy Labels
Authenticated label PDF library for staff-uploaded DHL/freight labels.
Virtual Notary
Request flow starts as service intake and staff handoff.
View notaryCubic locations
DHL location proof and routing context.
View locationsSecurity/Profile
Customer profile now; MFA, audit log, and permissions later.
Open profileAdmin + Staff Portal
Owner and location staff links stay internal and role-based.
Staff portal