Latest updates for Pro Users:
Advanced Search-this will allow users to search the Trips page by Shippers and Consignees based on city and state within a certain date range. Ie: If you want to know how many loads you had that delivered to Denver, Colorado for the month of May, you are now able to use the Advanced Search to do so! This feature is located on the Dashboard page right beside “get miles”. There is also a blue hyperlink underneath the Loads/Trips search box.
System Generated BOL- Users can now generate a BOL from the software. Once the trip has been created, you can click View on the Loads page-there will be a button at the top titled BOL. This Bill Of Lading can be downloaded or printed from this page also.
- Customer Report- On the right side of the dashboard page, you can now generate a Customer Report. After selecting the date range, the main page will show the Customer type (when you’re creating your customer within the Settings tab, there will now be a Customer Type section. You can choose from Direct Customer, 3PL, or Broker). The main page will show the total revenue per customer type, the number of loads, average revenue per load, and the number of days since the last load. On the right side, you can click View Details which will sort the details per customer. There is also an option to see the Top 25 Customers per customer type.