Customers

The Customers section manages your shipper and broker relationships, including contact information, billing details, quotes, and lane-specific rates.

Customer Management

Create and manage your customer database with full contact and billing details.

How to use it

1. Navigate to Customers → Customers
2. Browse the customer list or search by name, MC number, or contact info
3. Click + New Customer to add a new customer
4. Click a customer row to view full details

Creating a customer

1. Click + New Customer
2. Enter company name and contact information
3. Set payment terms (Net 30, Net 60, etc.)
4. Add billing address and any special instructions
5. Click Create

Key features

• Full contact management (multiple contacts per customer)
• Payment terms and credit limit tracking
• Load history linked to each customer
• Quick access to customer invoices and documents

Quotes

Create rate quotes for customers and convert accepted quotes directly into loads.

How to use it

1. Navigate to Customers → Quotes
2. Click + New Quote
3. Select the customer and enter origin/destination
4. Set rates and equipment requirements
5. Send the quote to the customer
6. When accepted, convert the quote to a load with one click

Key features

• Quote numbering and tracking
• Status tracking (Draft, Sent, Accepted, Declined, Expired)
• One-click conversion from quote to load
• Quote history for reference pricing

Lane Rates

Manage customer-specific rates by lane (origin/destination pair) and equipment type.

How to use it

1. Navigate to Customers → Lane Rates
2. Browse existing rates or filter by customer, origin, or destination
3. Add new lane rates with effective dates
4. Update rates as market conditions change

Key features

• Rate per mile, flat rate, or percentage-based pricing
• Effective date ranges for rate versioning
• Equipment type filtering
• Historical rate comparison