CarShipIO Support portal

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

View all 6

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

View all 19

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

View all 12

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