Settings

General Information
      Settings can be found in the main Menu clicking "My".    In Settings you can see important information:  Time Zone, Auto Generate Ref Job ...
Wed, 22 Feb, 2017 at 2:47 PM
Job Request URL and Carrier Signup
Carrier Signup and Job request, allows your existing carriers to request a job from you, it also allows New Carriers to sign up with you. If you can&...
Fri, 14 Jan, 2022 at 6:12 PM
Customer Accept Quote
1. Customer receives Quote Notification email; 2. Email contains Quote Details and Review and Accept button, which customer clicks; 3. Customer will be re...
Tue, 18 Jul, 2017 at 9:25 AM
Templates
From the main Top menu, select My > Templates We have different types of templates, and you can have multiple templates of the same kind, please make su...
Thu, 7 Apr, 2022 at 12:17 PM
Locations
Do you ship to or from more than 1 location?  Add these locations and give them a name. Go to MY > Locations.  You can add 2-3 or as many as you nee...
Thu, 1 Nov, 2018 at 4:18 PM
Broker Quote Template
Copy-paste the quote template with the tags to MY>Templates>Add new template Check more here Templates Hi [[CUSTOMER_NAME]], Our goal is your compl...
Mon, 28 Mar, 2022 at 2:44 PM
How To Add A Logo
1.Go to Docs in the Menu; 2.Click on New Document and Upload your Company logo; 3. After your logo was uploaded, select the Type > Logo and c...
Fri, 28 Sep, 2018 at 7:18 PM
List of tags for Quote template
[[SHIPPER_NAME]] [[MC_NUMBER]] [[QUOTE_NUM]] [[REF_NUMBER]] [[AMOUNT]] [[DEPOSIT]] [PAY_TERM]] [[VEH_MM]] [[PICKUP_DATE]] [[DELIVER_DATE]] [[UR...
Wed, 31 Oct, 2018 at 5:25 PM
How To Merge Contacts.
To Merge Contacts:  1. Go to My -> Contacts;  2. Check the boxes in front of the contacts you need to merge  3. Go over the Contact and click Merge.  ...
Fri, 1 Feb, 2019 at 2:50 PM
Carrier contract
TERMS AND CONDITIONS CARRIER CONTRACT Job Number:  [[REF_NUMBER]] Carrier:  [[CARRIER_NAME]] Today's Date: [[TODAY]] Origin: [[ORIGIN_CITY]], [...
Thu, 19 Oct, 2023 at 4:00 PM