CarShipIO Support portal

FAQ 13

• Setup load board account! Check this before you request loads!
• Get notified about new Loads for FREE
• Upload your insurance!
• How to import loads and manage them using the Dashboard and Driver app
• Pending bid what is the next step

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FAQ 6

• Import a Load using PDF
• How To Install CarShipIO Extension.
• Set up the Drivers and Driver APP and Driver PIN
• Send an Invoice to a Customer
• Mark a load (invoice) as paid

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Loads 19

• Import your loads using extension
• How to save and import the PDF file from Central Dispatch
• How to assign a Load to a Trip
• Create load manually
• Load import by email

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Trip 12

• How to use the Trip Planner / Trip Management
• Trip Empty vs Loaded Miles
• How to Add a Trip ?
• What is a Load vs Trip
• Start and End the Trip

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INVOICES 5

• Invoice a Load
• Who owes you money? How to see all not paid loads?
• How to Add new Invoice item.
• Mark load as Invoiced
• How to Send an Invoice to a Customer when the Load is Paid.

Reports 4

• How To Add Expenses in Expenses report
• Revenue report
• Driver Settlement Report
• Maintenance Report

My Company and Settings 5

• Create Email(Gmail) contact for CarShipIO Import
• How to generate documents with your company Logo
• How To Set Driver Pay.
• Carrier Quote Template
• What settings you need to turn on?

CRM 2

• MY>Contacts - CRM
• Expense Categories for Driver Pay

FAQ 9

• Connect your Central Dispatch account
• Price the lead and Send a Quote
• Add carrier to Private Carrier Network
• Connect your lead provider
• How to send or resend the quote (follow up email to multiple customers)

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Orders 21

• Create an order manually
• Create order using Gate pass, Adesa or Smart Auction PDF
• How to check the price on Order
• Lead - Quote - New > Order Status change
• Update the Order details - Edit order

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Jobs 10

• Post a new Job
• Update the Job or Repost
• How to dispatch to Carrier
• Changing Job Status
• How to generate a BOL

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Carrier Network 6

• Create Tags and add carriers into Groups
• Add Carriers in group from All jobs
• Send a job offer to a group of carriers
• How to find matching carriers from your Network carriers
• Update carrier FMCSA status

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Reports 2

• Revenues
• Carrier Activity Report

Settings 26

• General Information
• Job Request URL and Carrier Signup
• Customer Accept Quote
• Templates
• Locations

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CRM 2

• Filters, Tags and Advanced Search
• Adding / Editing a Contact

Driver App Ebol EPOD Mobile Interface - Software users 15

• Login into the Driver App
• Driver App FAQ
• How to Create Loads from PDF in Driver APP
• How to Create a load in the Driver App Manually
• How to manually Refresh the Driver APP

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CarShipIO Dispatch APP - Dispatch From Broker on CarShipIO 5

• How to Accept the Job and Send it to the Driver APP
• How to Get the job and Login to the CarShipIO Dispatch App
• How to inspect the vehicle
• How to redispatch to a different driver with EBOL Dispatch App
• Do not see a new load in the CarShipIO Dispatch App

FAQ - Carriers. 22

• Contacts - CRM
• How To Set Driver Pay.
• How to Import New Load
• Reset the password
• How To Send Notifications of the Status Update.

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FAQ - Brokers. 3

• How To Move Loads From Broker to Carrier Side.
• Carrier is not getting dispatch email
• Signs meaning

FAQ - Driver App. 7

• How to Add a Car to the Load.
• How to Inspect the Car - How to use the driver app
• How To Update Load Status.
• Why Loads Are Not Showing Up In The App.
• Spinning CIRCLE on APP LAUNCH after updating the app or Android version upgrade

View all 7