You will find all submitted action requests under ⚡️Requests. Once they are fulfilled, your notifications and quick access shortcuts will automatically update.
From the sidebar, you can access all requests. You'll see a list of submitted requests and a notification that will show you a 🟥 badge with the number of pending requests.
You can filter action requests by the status of a request (pending, completed, or all requests) or by the type of request, such as open & scan.
Filtering & fulfilling requests
Follow the first step to fulfill all requests:
Click ⚡️ Requests on the sidebar.
Select Filters ▾ or the quick access shortcuts to view a specific action request.
Click a Request ID to open the profile of a mail piece.
For shreds and recycle requests, simply click the button Mark as Completed.
Some action requests involve an extra step since your renter or a mail manager will receive an item in return (scanned contents, tracking number, or receipt):
Open & scan request
Open & scan requests are submitted by renters and mail managers to have a piece of mail opened and scanned for them to see its contents.
Select the Request ID of a mail piece with an Open & Scan request.
Scroll to Upload Files.
Drag and drop the corresponding file to the upload area
or click Add a File to search for the file on your system browser.
Click Mark as Completed.
🎯 Troubleshoot: Uploaded the wrong files? Learn how to remove the scans of a mail piece.
Onsite pickup request
Pickup requests are submitted by mail managers to have a piece of mail available for them to pick up onsite. You mark the request as completed when mail is picked up.
Visit Mail.
Select the Request ID of a mail piece with an Onsite Pickup request.
Click Pickup Staff and select the authorized staff who picked up mail onsite.
Click the button Mark As Complete.
If a renter is picking up mail at your space without requesting a pickup:
Visit Mail.
Type their PMB or company name, and hit enter.
Select the ☑️ box icon for each piece of mail.
Click the Mark As Picked Up icon.
Forward request
Forward requests are submitted by users who want their mail to be delivered via postal courier to an address of their choice.
Select the Request ID of a mail piece with a Forward or Monthly Forward request.
Click Forward Mail.
To generate a label through PilotoMail:
Click Select Package.
From the dropdown, choose the type of package you are forwarding (card, letter, Flat Rate Envelope, etc).
Click Complete Forward to create the label and complete the forward request in PilotoMail.
To generate a label manually:
Check the box ☑︎ Complete Forward Manually.
Enter the shipping label cost and tracking number.
Click Complete Forward to mark the forward request as completed in PilotoMail.
📌 Note: For automated postal label generation, you would need to integrate EasyPost. Find here how.
Check deposit request
Deposit check requests refer to a request submitted by renters and mailbox managers to have a check deposited at a designated bank. To fulfill a deposit check request:
After taking a picture of the deposit receipt,
Click the Request ID of a mail piece with a Deposit Check request.
Scroll to Upload Files.
Drag and drop the image file of the deposit receipt to the designated area,
or click Add A File to search for the file on your browser.
Tap the button Mark as Completed and you are done!
📌 Note: Learn how to add the bank institutions available to mail managers when submitting forward requests.
Canceling a request
If you are not able to fulfill an action request submitted by a mail manager, you can cancel the request and leave a note explaining why.
Click the Request ID of the mail piece.
Click the ❌ icon located to the right.
Below Cancellation Reason, write a note to the renter explaining why you are canceling the request.
Click Yes, Cancel.
🪄 Tip: Remember you can configure and update which action requests and how many complimentary requests you will offer your renters, as well as availability and pricing for additional requests.
Head over to Request from the Settings tab to configure your action requests. If you're a new space mail operator, learn how to get set up and configure your mail offering in PilotoMail.
Ready to keep learning?
Keep learning about the Operator Dashboard in our Help Center (hey, you’re already here!).