Included on every plan

Customers, brokers and broker contacts

The firm you invoice is a customer. The people who send you loads are contacts on that customer, so the right person gets the BOL and the invoice.

Included on every plan

Included on every plan, the free plan too.

Where to find it

  1. 1

    Add a customer

    Dispatch › Customers › New Customer. Enter the MC or DOT number and Quick Setup pulls the legal name and address from FMCSA.

  2. 2

    Add the people

    Open the customer and add contacts with desk and email. You can also save a new contact straight from a load's Email BOL card.

  3. 3

    Set terms

    Payment terms and notes live on the customer; invoices pick them up.

A customer record does not mean a vetted broker. Run HaulCheck on a new broker before the first load.

Related

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