# Grennex Knowledge Base · Carrier portal > 253 pages. Each page: what it is for, how to get there, sections, table columns, actions, fields (required or optional) and states. Written for Carrier users. ## API - [API Management](/carrier/api/api/): /carrier-portal/api ## Analytics - [Analytic details](/carrier/analytics/analytics__dashboardid/): /carrier-portal/analytics/:dashboardId - [Banking](/carrier/analytics/analytics__banking/): /carrier-portal/analytics/banking - [Financial](/carrier/analytics/analytics__financial/): /carrier-portal/analytics/financial - [Fleet Performance](/carrier/analytics/analytics__fleet-performance/): /carrier-portal/analytics/fleet-performance - [Overview](/carrier/analytics/analytics__overview/): /carrier-portal/analytics/overview - [Payable](/carrier/analytics/analytics__payables/): /carrier-portal/analytics/payables - [Payroll](/carrier/analytics/analytics__payroll/): /carrier-portal/analytics/payroll - [Receivables](/carrier/analytics/analytics__receivables/): /carrier-portal/analytics/receivables - [Sales](/carrier/analytics/analytics__sales/): /carrier-portal/analytics/sales ## Broker loads - [Broker Loads](/carrier/broker-loads/broker-loads/): /carrier-portal/broker-loads ## Claims - [Cargo claims](/carrier/claims/claims/): /carrier-portal/claims - [Claim details](/carrier/claims/claims__id/): /carrier-portal/claims/:id ## Dispatch - [Dispatch Board](/carrier/dispatch/dispatch__board/): /carrier-portal/dispatch/board - [Owner-Operator Loads](/carrier/dispatch/dispatch__owner-operator-loads/): /carrier-portal/dispatch/owner-operator-loads - [Appointments](/carrier/dispatch/loads__appointments/): /carrier-portal/loads/appointments ## Documents - [Documents](/carrier/documents/documents/): /carrier-portal/documents - [Document details](/carrier/documents/documents__id/): /carrier-portal/documents/:id - [Edit document](/carrier/documents/documents__id__edit/): /carrier-portal/documents/:id/edit - [All Documents](/carrier/documents/documents__all/): /carrier-portal/documents/all - [Delivery Proofs](/carrier/documents/documents__deliveries/): /carrier-portal/documents/deliveries - [Forms Library](/carrier/documents/documents__forms/): /carrier-portal/documents/forms - [Documents](/carrier/documents/documents__overview/): /carrier-portal/documents/overview - [Document Setup](/carrier/documents/documents__setup/): /carrier-portal/documents/setup - [Upload Document](/carrier/documents/documents__upload/): /carrier-portal/documents/upload ## EDI - [Connections](/carrier/edi/edi-dashboard__connections/): /carrier-portal/edi-dashboard/connections - [Connection details](/carrier/edi/edi-dashboard__connections__id/): /carrier-portal/edi-dashboard/connections/:id - [Edit connection](/carrier/edi/edi-dashboard__connections__id__edit/): /carrier-portal/edi-dashboard/connections/:id/edit - [New connection](/carrier/edi/edi-dashboard__connections__new__edit/): /carrier-portal/edi-dashboard/connections/new/edit - [EDI — Table of Contents](/carrier/edi/edi-dashboard__documentation/): /carrier-portal/edi-dashboard/documentation - [EDI Documents](/carrier/edi/edi-dashboard__documents/): /carrier-portal/edi-dashboard/documents - [Document details](/carrier/edi/edi-dashboard__documents__id/): /carrier-portal/edi-dashboard/documents/:id - [Edit document](/carrier/edi/edi-dashboard__documents__id__edit/): /carrier-portal/edi-dashboard/documents/:id/edit - [Failed EDI Transactions](/carrier/edi/edi-dashboard__failed/): /carrier-portal/edi-dashboard/failed - [EDI Matching Queue](/carrier/edi/edi-dashboard__matching/): /carrier-portal/edi-dashboard/matching - [Monitoring](/carrier/edi/edi-dashboard__monitoring/): /carrier-portal/edi-dashboard/monitoring - [EDI Dashboard](/carrier/edi/edi-dashboard__overview/): /carrier-portal/edi-dashboard/overview - [Partners](/carrier/edi/edi-dashboard__partners/): /carrier-portal/edi-dashboard/partners - [Partner details](/carrier/edi/edi-dashboard__partners__id/): /carrier-portal/edi-dashboard/partners/:id - [Edit partner](/carrier/edi/edi-dashboard__partners__id__edit/): /carrier-portal/edi-dashboard/partners/:id/edit - [EDI Reports](/carrier/edi/edi-dashboard__reports/): /carrier-portal/edi-dashboard/reports - [EDI setup](/carrier/edi/edi-dashboard__setup/): /carrier-portal/edi-dashboard/setup - [Structure Matching](/carrier/edi/edi-dashboard__structure-matching/): /carrier-portal/edi-dashboard/structure-matching - [Structure matching details](/carrier/edi/edi-dashboard__structure-matching__id/): /carrier-portal/edi-dashboard/structure-matching/:id - [Edit structure matching](/carrier/edi/edi-dashboard__structure-matching__id__edit/): /carrier-portal/edi-dashboard/structure-matching/:id/edit - [Transactions](/carrier/edi/edi-dashboard__transactions/): /carrier-portal/edi-dashboard/transactions - [Transaction details](/carrier/edi/edi-dashboard__transactions__id/): /carrier-portal/edi-dashboard/transactions/:id - [New transaction](/carrier/edi/edi-dashboard__transactions__new/): /carrier-portal/edi-dashboard/transactions/new ## Financials - [Financials Dashboard](/carrier/financials/financials/): /carrier-portal/financials - [Accessorial charges](/carrier/financials/financials__accessorials/): /carrier-portal/financials/accessorials - [Accessorial details](/carrier/financials/financials__accessorials__id/): /carrier-portal/financials/accessorials/:id - [New accessorial](/carrier/financials/financials__accessorials__new/): /carrier-portal/financials/accessorials/new - [Accounts Payable](/carrier/financials/financials__ap/): /carrier-portal/financials/ap - [Bill details](/carrier/financials/financials__ap__bills__id/): /carrier-portal/financials/ap/bills/:id - [Edit bill](/carrier/financials/financials__ap__bills__id__edit/): /carrier-portal/financials/ap/bills/:id/edit - [Ar](/carrier/financials/financials__ar/): /carrier-portal/financials/ar - [Invoice details](/carrier/financials/financials__ar__invoices__id/): /carrier-portal/financials/ar/invoices/:id - [Edit invoice](/carrier/financials/financials__ar__invoices__id__edit/): /carrier-portal/financials/ar/invoices/:id/edit - [New invoice](/carrier/financials/financials__ar__invoices__new__edit/): /carrier-portal/financials/ar/invoices/new/edit - [Payment details](/carrier/financials/financials__ar__payments__id/): /carrier-portal/financials/ar/payments/:id - [Edit payment](/carrier/financials/financials__ar__payments__id__edit/): /carrier-portal/financials/ar/payments/:id/edit - [New payment](/carrier/financials/financials__ar__payments__new__edit/): /carrier-portal/financials/ar/payments/new/edit - [Cash](/carrier/financials/financials__cash/): /carrier-portal/financials/cash - [Edit cash](/carrier/financials/financials__cash__kind__id__edit/): /carrier-portal/financials/cash/:kind/:id/edit - [Edit account](/carrier/financials/financials__cash__accounts__id__edit/): /carrier-portal/financials/cash/accounts/:id/edit - [Financing](/carrier/financials/financials__financing/): /carrier-portal/financials/financing - [Financing details](/carrier/financials/financials__financing__type__id/): /carrier-portal/financials/financing/:type/:id - [General Ledger](/carrier/financials/financials__gl/): /carrier-portal/financials/gl - [Finance Inbox](/carrier/financials/financials__inbox/): /carrier-portal/financials/inbox - [Payroll & HR](/carrier/financials/financials__payroll/): /carrier-portal/financials/payroll - [Entry details](/carrier/financials/financials__payroll__entries__id/): /carrier-portal/financials/payroll/entries/:id - [Edit entry](/carrier/financials/financials__payroll__entries__id__edit/): /carrier-portal/financials/payroll/entries/:id/edit - [Profitability & Margins](/carrier/financials/financials__profitability/): /carrier-portal/financials/profitability - [Financial Reports](/carrier/financials/financials__reports/): /carrier-portal/financials/reports - [Settlements](/carrier/financials/financials__settlements/): /carrier-portal/financials/settlements - [Tax & Compliance](/carrier/financials/financials__tax/): /carrier-portal/financials/tax - [1099 workbench](/carrier/financials/financials__tax__1099-workbench/): /carrier-portal/financials/tax/1099-workbench - [Entry details](/carrier/financials/financials__tax__entries__id/): /carrier-portal/financials/tax/entries/:id - [Edit entry](/carrier/financials/financials__tax__entries__id__edit/): /carrier-portal/financials/tax/entries/:id/edit - [IFTA quarterly workbench](/carrier/financials/financials__tax__ifta/): /carrier-portal/financials/tax/ifta - [Income withholding orders](/carrier/financials/financials__tax__withholding-orders/): /carrier-portal/financials/tax/withholding-orders ## Fleet - [Assets](/carrier/fleet/assets/): /carrier-portal/assets - [Compliance](/carrier/fleet/assets__compliance/): /carrier-portal/assets/compliance - [Compliance details](/carrier/fleet/assets__compliance__id/): /carrier-portal/assets/compliance/:id - [Edit compliance](/carrier/fleet/assets__compliance__id__edit/): /carrier-portal/assets/compliance/:id/edit - [New compliance](/carrier/fleet/assets__compliance__new__edit/): /carrier-portal/assets/compliance/new/edit - [Fleet Expenses](/carrier/fleet/assets__expenses/): /carrier-portal/assets/expenses - [Expense details](/carrier/fleet/assets__expenses__id/): /carrier-portal/assets/expenses/:id - [Edit expense](/carrier/fleet/assets__expenses__id__edit/): /carrier-portal/assets/expenses/:id/edit - [Fleet Tracker](/carrier/fleet/assets__fleet-tracker/): /carrier-portal/assets/fleet-tracker - [Fuel Audit](/carrier/fleet/assets__fuel-audit/): /carrier-portal/assets/fuel-audit - [Fuel audit details](/carrier/fleet/assets__fuel-audit__id/): /carrier-portal/assets/fuel-audit/:id - [Edit fuel audit](/carrier/fleet/assets__fuel-audit__id__edit/): /carrier-portal/assets/fuel-audit/:id/edit - [New fuel audit](/carrier/fleet/assets__fuel-audit__new__edit/): /carrier-portal/assets/fuel-audit/new/edit - [Maintenance](/carrier/fleet/assets__maintenance/): /carrier-portal/assets/maintenance - [Maintenance details](/carrier/fleet/assets__maintenance__id/): /carrier-portal/assets/maintenance/:id - [Edit maintenance](/carrier/fleet/assets__maintenance__id__edit/): /carrier-portal/assets/maintenance/:id/edit - [New maintenance](/carrier/fleet/assets__maintenance__new__edit/): /carrier-portal/assets/maintenance/new/edit - [Work Orders](/carrier/fleet/assets__maintenance__work-orders/): /carrier-portal/assets/maintenance/work-orders - [Work order details](/carrier/fleet/assets__maintenance__work-orders__id/): /carrier-portal/assets/maintenance/work-orders/:id - [Edit work order](/carrier/fleet/assets__maintenance__work-orders__id__edit/): /carrier-portal/assets/maintenance/work-orders/:id/edit - [New work order](/carrier/fleet/assets__maintenance__work-orders__new__edit/): /carrier-portal/assets/maintenance/work-orders/new/edit - [Trailers](/carrier/fleet/assets__trailers/): /carrier-portal/assets/trailers - [Trailer details](/carrier/fleet/assets__trailers__id/): /carrier-portal/assets/trailers/:id - [Edit trailer](/carrier/fleet/assets__trailers__id__edit/): /carrier-portal/assets/trailers/:id/edit - [Trucks](/carrier/fleet/assets__trucks/): /carrier-portal/assets/trucks - [Truck details](/carrier/fleet/assets__trucks__id/): /carrier-portal/assets/trucks/:id - [Edit truck](/carrier/fleet/assets__trucks__id__edit/): /carrier-portal/assets/trucks/:id/edit - [Unit](/carrier/fleet/assets__unit/): /carrier-portal/assets/unit ## Fleet tech - [Fleet tech details](/carrier/fleet-tech/fleet-tech__category/): /carrier-portal/fleet-tech/:category - [Fleet tech details](/carrier/fleet-tech/fleet-tech__category__type/): /carrier-portal/fleet-tech/:category/:type - [Item details](/carrier/fleet-tech/fleet-tech__category__items__id/): /carrier-portal/fleet-tech/:category/items/:id - [Edit item](/carrier/fleet-tech/fleet-tech__category__items__id__edit/): /carrier-portal/fleet-tech/:category/items/:id/edit - [New item](/carrier/fleet-tech/fleet-tech__category__items__new/): /carrier-portal/fleet-tech/:category/items/new ## Help - [Help & Support](/carrier/help/help__center/): /carrier-portal/help/center - [Guides](/carrier/help/help__documentation/): /carrier-portal/help/documentation - [Contact support](/carrier/help/help__phone/): /carrier-portal/help/phone ## Home - [Carrier Dashboard](/carrier/home/home/): /carrier-portal ## Load Board - [Load board details](/carrier/load-board/load-board__loadid/): /carrier-portal/load-board/:loadId - [Book Load](/carrier/load-board/load-board__book/): /carrier-portal/load-board/book - [My Bids](/carrier/load-board/load-board__my-bids/): /carrier-portal/load-board/my-bids - [My bid details](/carrier/load-board/load-board__my-bids__bidid/): /carrier-portal/load-board/my-bids/:bidId - [My Bookings](/carrier/load-board/load-board__my-bookings/): /carrier-portal/load-board/my-bookings - [My booking details](/carrier/load-board/load-board__my-bookings__bookingid/): /carrier-portal/load-board/my-bookings/:bookingId - [Edit my booking](/carrier/load-board/load-board__my-bookings__bookingid__edit/): /carrier-portal/load-board/my-bookings/:bookingId/edit - [Load Board](/carrier/load-board/load-board__overview/): /carrier-portal/load-board/overview - [Search Loads](/carrier/load-board/load-board__search/): /carrier-portal/load-board/search ## Marketplace - [Carrier Marketplace](/carrier/marketplace/marketplace__all/): /carrier-portal/marketplace/all - [All details](/carrier/marketplace/marketplace__all__integrationid/): /carrier-portal/marketplace/all/:integrationId - [New partner application](/carrier/marketplace/marketplace__all__partner-application__new__edit/): /carrier-portal/marketplace/all/partner-application/new/edit - [New request integration](/carrier/marketplace/marketplace__all__request-integration__new__edit/): /carrier-portal/marketplace/all/request-integration/new/edit ## Network Directory - [Carrier Applications](/carrier/network-directory/networks__carrier-applications/): /carrier-portal/networks/carrier-applications - [New carrier application](/carrier/network-directory/networks__carrier-applications__new__edit/): /carrier-portal/networks/carrier-applications/new/edit - [Carriers](/carrier/network-directory/networks__carrier-requests/): /carrier-portal/networks/carrier-requests - [Carriers](/carrier/network-directory/networks__carriers/): /carrier-portal/networks/carriers - [Connect Carriers](/carrier/network-directory/networks__connect-carriers/): /carrier-portal/networks/connect-carriers - [Connect carrier details](/carrier/network-directory/networks__connect-carriers__id/): /carrier-portal/networks/connect-carriers/:id - [Edit connect carrier](/carrier/network-directory/networks__connect-carriers__id__edit/): /carrier-portal/networks/connect-carriers/:id/edit - [Find Owner Operators](/carrier/network-directory/networks__connect-owner-operators/): /carrier-portal/networks/connect-owner-operators - [Customers](/carrier/network-directory/networks__customers/): /carrier-portal/networks/customers - [Customer details](/carrier/network-directory/networks__customers__id/): /carrier-portal/networks/customers/:id - [Edit customer](/carrier/network-directory/networks__customers__id__edit/): /carrier-portal/networks/customers/:id/edit - [Drivers & portal logins](/carrier/network-directory/networks__driver-applications/): /carrier-portal/networks/driver-applications - [New driver application](/carrier/network-directory/networks__driver-applications__new__edit/): /carrier-portal/networks/driver-applications/new/edit - [Drivers & portal logins](/carrier/network-directory/networks__drivers/): /carrier-portal/networks/drivers - [Driver details](/carrier/network-directory/networks__drivers__id/): /carrier-portal/networks/drivers/:id - [Edit driver](/carrier/network-directory/networks__drivers__id__edit/): /carrier-portal/networks/drivers/:id/edit - [Locations](/carrier/network-directory/networks__locations/): /carrier-portal/networks/locations - [Location details](/carrier/network-directory/networks__locations__id/): /carrier-portal/networks/locations/:id - [Edit location](/carrier/network-directory/networks__locations__id__edit/): /carrier-portal/networks/locations/:id/edit - [New location](/carrier/network-directory/networks__locations__new/): /carrier-portal/networks/locations/new - [Overview](/carrier/network-directory/networks__overview/): /carrier-portal/networks/overview - [Owner Operator Dispatch](/carrier/network-directory/networks__owner-operator-dispatch/): /carrier-portal/networks/owner-operator-dispatch - [My Owner Operators](/carrier/network-directory/networks__owner-operators/): /carrier-portal/networks/owner-operators - [Owner operator details](/carrier/network-directory/networks__owner-operators__id/): /carrier-portal/networks/owner-operators/:id - [Edit owner operator](/carrier/network-directory/networks__owner-operators__id__edit/): /carrier-portal/networks/owner-operators/:id/edit - [New owner operator](/carrier/network-directory/networks__owner-operators__new__edit/): /carrier-portal/networks/owner-operators/new/edit - [Requests](/carrier/network-directory/networks__requests/): /carrier-portal/networks/requests - [Terminals](/carrier/network-directory/networks__terminals/): /carrier-portal/networks/terminals - [Terminal details](/carrier/network-directory/networks__terminals__id/): /carrier-portal/networks/terminals/:id - [Edit terminal](/carrier/network-directory/networks__terminals__id__edit/): /carrier-portal/networks/terminals/:id/edit - [Vendors](/carrier/network-directory/networks__vendors/): /carrier-portal/networks/vendors - [Vendor details](/carrier/network-directory/networks__vendors__id/): /carrier-portal/networks/vendors/:id - [Edit vendor](/carrier/network-directory/networks__vendors__id__edit/): /carrier-portal/networks/vendors/:id/edit ## Notifications - [Notifications](/carrier/notifications/notifications/): /carrier-portal/notifications ## Quotes - [Quotes Management](/carrier/quotes/quotes/): /carrier-portal/quotes - [Quote details](/carrier/quotes/quotes__id/): /carrier-portal/quotes/:id - [Quotations](/carrier/quotes/quotes__all/): /carrier-portal/quotes/all - [Performance](/carrier/quotes/quotes__analytics/): /carrier-portal/quotes/analytics - [Quotations](/carrier/quotes/quotes__drafts/): /carrier-portal/quotes/drafts - [New quote](/carrier/quotes/quotes__new/): /carrier-portal/quotes/new ## Rates - [Buy Rates](/carrier/rates/rates__buy/): /carrier-portal/rates/buy - [Buy details](/carrier/rates/rates__buy__id/): /carrier-portal/rates/buy/:id - [Edit buy](/carrier/rates/rates__buy__id__edit/): /carrier-portal/rates/buy/:id/edit - [New buy](/carrier/rates/rates__buy__new__edit/): /carrier-portal/rates/buy/new/edit - [Rate Calculator](/carrier/rates/rates__calculator/): /carrier-portal/rates/calculator - [Margin](/carrier/rates/rates__margin/): /carrier-portal/rates/margin - [Rating Matrices](/carrier/rates/rates__matrices/): /carrier-portal/rates/matrices - [Edit matrix](/carrier/rates/rates__matrices__id__edit/): /carrier-portal/rates/matrices/:id/edit - [New matrix](/carrier/rates/rates__matrices__new__edit/): /carrier-portal/rates/matrices/new/edit - [Rates](/carrier/rates/rates__overview/): /carrier-portal/rates/overview - [RFP Invitations](/carrier/rates/rates__rfp/): /carrier-portal/rates/rfp - [Sell Rates](/carrier/rates/rates__sell/): /carrier-portal/rates/sell - [Sell details](/carrier/rates/rates__sell__id/): /carrier-portal/rates/sell/:id - [Edit sell](/carrier/rates/rates__sell__id__edit/): /carrier-portal/rates/sell/:id/edit - [New sell](/carrier/rates/rates__sell__new__edit/): /carrier-portal/rates/sell/new/edit ## Relationships (CRM) - [Activity details](/carrier/relationships/crm__activities__id/): /carrier-portal/crm/activities/:id - [Edit activity](/carrier/relationships/crm__activities__id__edit/): /carrier-portal/crm/activities/:id/edit - [Calendar & Events](/carrier/relationships/crm__calendar/): /carrier-portal/crm/calendar - [Edit calendar](/carrier/relationships/crm__calendar__id__edit/): /carrier-portal/crm/calendar/:id/edit - [Contacts Directory](/carrier/relationships/crm__contacts/): /carrier-portal/crm/contacts - [Contact details](/carrier/relationships/crm__contacts__id/): /carrier-portal/crm/contacts/:id - [Edit contact](/carrier/relationships/crm__contacts__id__edit/): /carrier-portal/crm/contacts/:id/edit - [Email](/carrier/relationships/crm__email/): /carrier-portal/crm/email - [Leads Management](/carrier/relationships/crm__leads/): /carrier-portal/crm/leads - [Lead details](/carrier/relationships/crm__leads__id/): /carrier-portal/crm/leads/:id - [Edit lead](/carrier/relationships/crm__leads__id__edit/): /carrier-portal/crm/leads/:id/edit - [Opportunities](/carrier/relationships/crm__opportunities/): /carrier-portal/crm/opportunities - [Opportunity details](/carrier/relationships/crm__opportunities__id/): /carrier-portal/crm/opportunities/:id - [Edit opportunity](/carrier/relationships/crm__opportunities__id__edit/): /carrier-portal/crm/opportunities/:id/edit - [CRM Overview](/carrier/relationships/crm__overview/): /carrier-portal/crm/overview - [Projects Management](/carrier/relationships/crm__projects/): /carrier-portal/crm/projects - [Project details](/carrier/relationships/crm__projects__id/): /carrier-portal/crm/projects/:id - [Edit project](/carrier/relationships/crm__projects__id__edit/): /carrier-portal/crm/projects/:id/edit ## Reports - [Report details](/carrier/reports/reports__reportid/): /carrier-portal/reports/:reportId - [Report Catalog](/carrier/reports/reports__catalog/): /carrier-portal/reports/catalog - [Report Catalog](/carrier/reports/reports__generate/): /carrier-portal/reports/generate ## Safety - [Driver Compliance](/carrier/safety/safety__driver-compliance/): /carrier-portal/safety/driver-compliance - [Log Auditing](/carrier/safety/safety__log-auditing/): /carrier-portal/safety/log-auditing - [Log Violations](/carrier/safety/safety__log-violations/): /carrier-portal/safety/log-violations - [Internal Safety Trend](/carrier/safety/safety__reporting/): /carrier-portal/safety/reporting ## Settings - [Your carrier account](/carrier/settings/settings__account/): /carrier-portal/settings/account - [AI Agents](/carrier/settings/settings__ai-agents/): /carrier-portal/settings/ai-agents - [API access](/carrier/settings/settings__api-access/): /carrier-portal/settings/api-access - [Billing & payments](/carrier/settings/settings__billing/): /carrier-portal/settings/billing - [Company Profile](/carrier/settings/settings__company/): /carrier-portal/settings/company - [Documents](/carrier/settings/settings__documents/): /carrier-portal/settings/documents - [Driver management](/carrier/settings/settings__drivers/): /carrier-portal/settings/drivers - [Fleet settings](/carrier/settings/settings__fleet/): /carrier-portal/settings/fleet - [Help & support](/carrier/settings/settings__help/): /carrier-portal/settings/help - [Integrations](/carrier/settings/settings__integrations/): /carrier-portal/settings/integrations - [SMTP (outbound email)](/carrier/settings/settings__integrations__smtp/): /carrier-portal/settings/integrations/smtp - [Menu & Modules](/carrier/settings/settings__modules/): /carrier-portal/settings/modules - [Notifications](/carrier/settings/settings__notifications/): /carrier-portal/settings/notifications - [Numbering](/carrier/settings/settings__numbering/): /carrier-portal/settings/numbering - [Team](/carrier/settings/settings__team/): /carrier-portal/settings/team - [Zones](/carrier/settings/settings__zones/): /carrier-portal/settings/zones - [Edit zone](/carrier/settings/settings__zones__id__edit/): /carrier-portal/settings/zones/:id/edit - [New zone](/carrier/settings/settings__zones__new__edit/): /carrier-portal/settings/zones/new/edit ## Shipments - [All Shipments](/carrier/shipments/shipments/): /carrier-portal/shipments - [All Shipments](/carrier/shipments/shipments__all/): /carrier-portal/shipments/all - [Assigned Shipments](/carrier/shipments/shipments__assigned/): /carrier-portal/shipments/assigned - [Assigned Loads](/carrier/shipments/shipments__assigned-loads/): /carrier-portal/shipments/assigned-loads - [Delivered](/carrier/shipments/shipments__delivered/): /carrier-portal/shipments/delivered - [Detail details](/carrier/shipments/shipments__details__id/): /carrier-portal/shipments/details/:id - [New leg](/carrier/shipments/shipments__details__id__legs__new/): /carrier-portal/shipments/details/:id/legs/new - [Driver Activity](/carrier/shipments/shipments__driver-activity/): /carrier-portal/shipments/driver-activity - [Driver load details](/carrier/shipments/shipments__driver-loads__segment/): /carrier-portal/shipments/driver-loads/:segment - [In Transit](/carrier/shipments/shipments__in-transit/): /carrier-portal/shipments/in-transit - [New shipment](/carrier/shipments/shipments__new/): /carrier-portal/shipments/new - [Shipments Overview](/carrier/shipments/shipments__overview/): /carrier-portal/shipments/overview - [Pending Shipments](/carrier/shipments/shipments__pending/): /carrier-portal/shipments/pending ## Tenders - [Tender Inbox](/carrier/tenders/tenders/): /carrier-portal/tenders - [Tender details](/carrier/tenders/tenders__tenderid/): /carrier-portal/tenders/:tenderId ## Workers - [Agents](/carrier/workers/workers__agents/): /carrier-portal/workers/agents - [Agent details](/carrier/workers/workers__agents__id/): /carrier-portal/workers/agents/:id - [Edit agent](/carrier/workers/workers__agents__id__edit/): /carrier-portal/workers/agents/:id/edit - [Employees](/carrier/workers/workers__employee/): /carrier-portal/workers/employee - [Employee details](/carrier/workers/workers__employee__id/): /carrier-portal/workers/employee/:id - [Edit employee](/carrier/workers/workers__employee__id__edit/): /carrier-portal/workers/employee/:id/edit - [Executives](/carrier/workers/workers__executive/): /carrier-portal/workers/executive - [Executive details](/carrier/workers/workers__executive__id/): /carrier-portal/workers/executive/:id - [Edit executive](/carrier/workers/workers__executive__id__edit/): /carrier-portal/workers/executive/:id/edit # Grennex Knowledge Base · Driver portal > 72 pages. Each page: what it is for, how to get there, sections, table columns, actions, fields (required or optional) and states. Written for Drivers. ## Claims - [Claims](/driver/claims/claims/): /driver/claims - [Claim details](/driver/claims/claims__id/): /driver/claims/:id - [Filing details](/driver/claims/claims__id__filing/): /driver/claims/:id/filing - [Claim history](/driver/claims/claims__history/): /driver/claims/history - [My Claims](/driver/claims/claims__list/): /driver/claims/list - [New claim](/driver/claims/claims__new/): /driver/claims/new ## Documents - [Overview](/driver/documents/documents/): /driver/documents - [Document details](/driver/documents/documents__docid/): /driver/documents/:docId - [Bills of Lading](/driver/documents/documents__bol/): /driver/documents/bol - [Bol details](/driver/documents/documents__bol__id/): /driver/documents/bol/:id - [Expiring & renewals](/driver/documents/documents__expiring/): /driver/documents/expiring - [Document library](/driver/documents/documents__library/): /driver/documents/library - [Camera scan](/driver/documents/documents__scan/): /driver/documents/scan - [Upload Document](/driver/documents/documents__upload/): /driver/documents/upload ## Home - [Driver Home](/driver/home/dashboard/): /driver/dashboard ## Messages - [Inbox](/driver/messages/messaging/): /driver/messaging - [Help Assistant](/driver/messages/messaging__ai/): /driver/messaging/ai ## My loads - [Load Offers](/driver/loads/dispatch/): /driver/dispatch - [Dispatch details](/driver/loads/dispatch__section/): /driver/dispatch/:section - [Find work](/driver/loads/find-work/): /driver/find-work - [My loads classic details](/driver/loads/my-loads-classic__segment/): /driver/my-loads-classic/:segment - [My load details](/driver/loads/my-loads__segment/): /driver/my-loads/:segment ## On the road - [Map & navigation](/driver/on-the-road/legacy-map/): /driver/legacy-map - [Trip](/driver/on-the-road/on-the-road/): /driver/on-the-road - [Equipment availability](/driver/on-the-road/on-the-road__equipment-availability/): /driver/on-the-road/equipment-availability - [Issue details](/driver/on-the-road/on-the-road__issues__id/): /driver/on-the-road/issues/:id - [Edit issue](/driver/on-the-road/on-the-road__issues__id__edit/): /driver/on-the-road/issues/:id/edit ## Pay - [Settlements](/driver/pay/pay/): /driver/pay - [Pay Overview](/driver/pay/pay__overview/): /driver/pay/overview - [W9](/driver/pay/pay__tax__w9/): /driver/pay/tax/w9 - [Rates & bonuses](/driver/pay/rates/): /driver/rates ## Performance - [Activity history](/driver/performance/activity/): /driver/activity - [Scorecard](/driver/performance/performance/): /driver/performance - [Report details](/driver/performance/reports__reportid/): /driver/reports/:reportId - [Report Catalog](/driver/performance/reports__catalog/): /driver/reports/catalog ## Road tools - [HOS Coercion (§390.6)](/driver/tools/tools__coercion-report/): /driver/tools/coercion-report - [Find Places](/driver/tools/tools__find/): /driver/tools/find - [Rest & hours](/driver/tools/tools__rest-breaks/): /driver/tools/rest-breaks - [Weather](/driver/tools/tools__weather/): /driver/tools/weather - [Calendar](/driver/tools/tools__weather__calendar/): /driver/tools/weather/calendar ## Settings & help - [Guides](/driver/settings/help__documentation/): /driver/help/documentation - [Notifications](/driver/settings/notifications/): /driver/notifications - [Account](/driver/settings/settings__account/): /driver/settings/account - [Company](/driver/settings/settings__company/): /driver/settings/company - [Help](/driver/settings/settings__help/): /driver/settings/help - [Menu & Modules](/driver/settings/settings__modules/): /driver/settings/modules - [Notifications](/driver/settings/settings__notifications/): /driver/settings/notifications - [Preferences](/driver/settings/settings__preferences/): /driver/settings/preferences - [Profile overview](/driver/settings/settings__profile/): /driver/settings/profile - [Users](/driver/settings/settings__team/): /driver/settings/team ## Truck & equipment - [Vehicle Compliance](/driver/equipment/equipment__compliance/): /driver/equipment/compliance - [My Expenses](/driver/equipment/equipment__expenses/): /driver/equipment/expenses - [Expense details](/driver/equipment/equipment__expenses__id/): /driver/equipment/expenses/:id - [Edit expense](/driver/equipment/equipment__expenses__id__edit/): /driver/equipment/expenses/:id/edit - [My Fuel Log](/driver/equipment/equipment__fuel-log/): /driver/equipment/fuel-log - [Fuel log details](/driver/equipment/equipment__fuel-log__id/): /driver/equipment/fuel-log/:id - [Edit fuel log](/driver/equipment/equipment__fuel-log__id__edit/): /driver/equipment/fuel-log/:id/edit - [New fuel log](/driver/equipment/equipment__fuel-log__new__edit/): /driver/equipment/fuel-log/new/edit - [DVIR](/driver/equipment/equipment__inspections/): /driver/equipment/inspections - [Inspection details](/driver/equipment/equipment__inspections__id/): /driver/equipment/inspections/:id - [New inspection](/driver/equipment/equipment__inspections__new/): /driver/equipment/inspections/new - [Maintenance](/driver/equipment/equipment__maintenance/): /driver/equipment/maintenance - [Maintenance details](/driver/equipment/equipment__maintenance__id/): /driver/equipment/maintenance/:id - [Edit maintenance](/driver/equipment/equipment__maintenance__id__edit/): /driver/equipment/maintenance/:id/edit - [New maintenance](/driver/equipment/equipment__maintenance__new__edit/): /driver/equipment/maintenance/new/edit - [Equipment](/driver/equipment/equipment__overview/): /driver/equipment/overview - [Fleet tech details](/driver/equipment/fleet-tech__category__type/): /driver/fleet-tech/:category/:type - [Item details](/driver/equipment/fleet-tech__category__items__id/): /driver/fleet-tech/:category/items/:id - [Edit item](/driver/equipment/fleet-tech__category__items__id__edit/): /driver/fleet-tech/:category/items/:id/edit - [New item](/driver/equipment/fleet-tech__category__items__new/): /driver/fleet-tech/:category/items/new - [DEMO-TR-201](/driver/equipment/trailer/): /driver/trailer - [TRK-001](/driver/equipment/truck/): /driver/truck --- title: "Carrier Dashboard" description: "Home \u00b7 /carrier-portal" --- **Module:** Home · **For:** Carrier users · **Page address:** `/carrier-portal` ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ## What this page tells you > Tenders on the clock, exceptions drivers reported, invoices past due, bids still in play and stop windows waiting on a decision — most urgent first. > Delays, breakdowns and incidents drivers reported that nobody has closed yet — as they reported them. > Every load on your board by the stage it is actually in — waiting on a dispatcher, waiting on a driver, or rolling. Each bar opens the screen that owns that stage. ![Carrier Dashboard](/shots/carrier/home/page.jpg) ## What you see - Needs you today - Open exceptions - Your load pipeline
Tab: 7D last 7 days ![7D last 7 days tab](/shots/carrier/home/tab-0-7D-last-7-days.jpg)
Tab: 30D last 30 days ![30D last 30 days tab](/shots/carrier/home/tab-1-30D-last-30-days.jpg)
Tab: 3M last 3 months ![3M last 3 months tab](/shots/carrier/home/tab-2-3M-last-3-months.jpg)
Tab: 6M last 6 months ![6M last 6 months tab](/shots/carrier/home/tab-3-6M-last-6-months.jpg)
Tab: 12M last 12 months ![12M last 12 months tab](/shots/carrier/home/tab-4-12M-last-12-months.jpg)
Tab: Accounts Receivable ![Accounts Receivable tab](/shots/carrier/home/tab-5-Accounts-Receivable.jpg)
## What you can do - **Refresh** - **How this works** - **Find loads** ## Loading, empty and error states
Empty state ![empty state](/shots/carrier/home/state-empty.jpg)
Error state ![error state](/shots/carrier/home/state-error.jpg)
Loading state ![loading state](/shots/carrier/home/state-loading.jpg)
Tooltip state ![tooltip state](/shots/carrier/home/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Analytic details" description: "Analytics \u00b7 /carrier-portal/analytics/:dashboardId" --- **Module:** Analytics · **For:** Carrier users · **Page address:** `/carrier-portal/analytics/:dashboardId` ## How to get there Analytics → Overview ## Who can use this page Needs: **View** permission on the **Reports** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ## What this page tells you > A trend needs at least two weeks with revenue; this period has 0. > Open invoice amounts by how late they are, today > Revenue, gross profit, lifecycle mix, open A/R and quote conversion for the period. ![Analytic details](/shots/carrier/analytics__dashboardId/page.jpg) ## What you see - Revenue over time - Load status - Receivables ageing - Owed to you vs. you owe - Executive / Business Health - Margin & Unit Economics - Cash & Working Capital ## Tabs - **Last 7 days** - **Last 30 days** - **Last 90 days**
Tab: Last 7 days ![Last 7 days tab](/shots/carrier/analytics__dashboardId/tab-0-Last-7-days.jpg)
Tab: Last 30 days ![Last 30 days tab](/shots/carrier/analytics__dashboardId/tab-1-Last-30-days.jpg)
Tab: Last 90 days ![Last 90 days tab](/shots/carrier/analytics__dashboardId/tab-2-Last-90-days.jpg)
## Loading, empty and error states
Loading state ![loading state](/shots/carrier/analytics__dashboardId/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/analytics__dashboardId/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/analytics__dashboardId/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Banking" description: "Analytics \u00b7 /carrier-portal/analytics/banking" --- **Module:** Analytics · **For:** Carrier users · **Page address:** `/carrier-portal/analytics/banking` ## How to get there Analytics → Banking ## Who can use this page Needs: **View** permission on the **Reports** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ![Banking](/shots/carrier/analytics__banking/page.jpg) ## What you see - Deposits over time - Balance by account - Deposits by account - Transfers by status ## Tabs - **Last 7 days** - **Last 30 days** - **Last 90 days**
Tab: Last 7 days ![Last 7 days tab](/shots/carrier/analytics__banking/tab-0-Last-7-days.jpg)
Tab: Last 30 days ![Last 30 days tab](/shots/carrier/analytics__banking/tab-1-Last-30-days.jpg)
Tab: Last 90 days ![Last 90 days tab](/shots/carrier/analytics__banking/tab-2-Last-90-days.jpg)
## When there is nothing to show - "No deposits were recorded in this period." - "No bank account has a recorded balance." - "No bank lines are recorded for this period. Bank lines arrive from a connected bank feed; until one is connected, the balances above come from Cash Management." - "No deposits are recorded." ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/analytics__banking/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/analytics__banking/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/analytics__banking/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Financial" description: "Analytics \u00b7 /carrier-portal/analytics/financial" --- **Module:** Analytics · **For:** Carrier users · **Page address:** `/carrier-portal/analytics/financial` ## How to get there Analytics → Financial ## Who can use this page Needs: **View** permission on the **Reports** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ## What this page tells you > Paid to vendors and payroll · Last 30 days ![Financial](/shots/carrier/analytics__financial/page.jpg) ## What you see - Invoiced vs. collected - Money out over time - Money out by source ## Tabs - **Last 7 days** - **Last 30 days** - **Last 90 days**
Tab: Last 7 days ![Last 7 days tab](/shots/carrier/analytics__financial/tab-0-Last-7-days.jpg)
Tab: Last 30 days ![Last 30 days tab](/shots/carrier/analytics__financial/tab-1-Last-30-days.jpg)
Tab: Last 90 days ![Last 90 days tab](/shots/carrier/analytics__financial/tab-2-Last-90-days.jpg)
## Loading, empty and error states
Loading state ![loading state](/shots/carrier/analytics__financial/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/analytics__financial/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/analytics__financial/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Fleet Performance" description: "Analytics \u00b7 /carrier-portal/analytics/fleet-performance" --- **Module:** Analytics · **For:** Carrier users · **Page address:** `/carrier-portal/analytics/fleet-performance` ## How to get there Analytics → Fleet Performance ## Who can use this page Needs: **View** permission on the **Reports** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ![Fleet Performance](/shots/carrier/analytics__fleet-performance/page.jpg) ## What you see - Miles over time - Fuel spend over time - Top trucks by miles - Top drivers by trips ## Tabs - **Last 7 days** - **Last 30 days** - **Last 90 days**
Tab: Last 7 days ![Last 7 days tab](/shots/carrier/analytics__fleet-performance/tab-0-Last-7-days.jpg)
Tab: Last 30 days ![Last 30 days tab](/shots/carrier/analytics__fleet-performance/tab-1-Last-30-days.jpg)
Tab: Last 90 days ![Last 90 days tab](/shots/carrier/analytics__fleet-performance/tab-2-Last-90-days.jpg)
## Loading, empty and error states
Loading state ![loading state](/shots/carrier/analytics__fleet-performance/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/analytics__fleet-performance/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/analytics__fleet-performance/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Overview" description: "Analytics \u00b7 /carrier-portal/analytics/overview" --- **Module:** Analytics · **For:** Carrier users · **Page address:** `/carrier-portal/analytics/overview` ## Who can use this page Needs: **View** permission on the **Reports** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ![Overview](/shots/carrier/analytics__overview/page.jpg)
Tab: Last 7 days ![Last 7 days tab](/shots/carrier/analytics__overview/tab-0-Last-7-days.jpg)
Tab: Last 30 days ![Last 30 days tab](/shots/carrier/analytics__overview/tab-1-Last-30-days.jpg)
Tab: Last 90 days ![Last 90 days tab](/shots/carrier/analytics__overview/tab-2-Last-90-days.jpg)
## Loading, empty and error states
Loading state ![loading state](/shots/carrier/analytics__overview/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/analytics__overview/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/analytics__overview/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Payable" description: "Analytics \u00b7 /carrier-portal/analytics/payables" --- **Module:** Analytics · **For:** Carrier users · **Page address:** `/carrier-portal/analytics/payables` ## How to get there Analytics → Payable ## Who can use this page Needs: **View** permission on the **Reports** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ## What this page tells you > Open bill amounts by how late they are, today > Open payables at the end of each week · Last 30 days > No bills were paid or billed in this period. ![Payable](/shots/carrier/analytics__payables/page.jpg) ## What you see - Open A/P by age - Top vendors by open balance - Outstanding over time - Payments to vendors ## Tabs - **Last 7 days** - **Last 30 days** - **Last 90 days**
Tab: Last 7 days ![Last 7 days tab](/shots/carrier/analytics__payables/tab-0-Last-7-days.jpg)
Tab: Last 30 days ![Last 30 days tab](/shots/carrier/analytics__payables/tab-1-Last-30-days.jpg)
Tab: Last 90 days ![Last 90 days tab](/shots/carrier/analytics__payables/tab-2-Last-90-days.jpg)
## Loading, empty and error states
Loading state ![loading state](/shots/carrier/analytics__payables/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/analytics__payables/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/analytics__payables/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Payroll" description: "Analytics \u00b7 /carrier-portal/analytics/payroll" --- **Module:** Analytics · **For:** Carrier users · **Page address:** `/carrier-portal/analytics/payroll` ## How to get there Analytics → Payroll ## Who can use this page Needs: **View** permission on the **Reports** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ![Payroll](/shots/carrier/analytics__payroll/page.jpg) ## What you see - Net pay over time - Payroll summary - Net pay by employee - Entries by status ## Tabs - **Last 7 days** - **Last 30 days** - **Last 90 days**
Tab: Last 7 days ![Last 7 days tab](/shots/carrier/analytics__payroll/tab-0-Last-7-days.jpg)
Tab: Last 30 days ![Last 30 days tab](/shots/carrier/analytics__payroll/tab-1-Last-30-days.jpg)
Tab: Last 90 days ![Last 90 days tab](/shots/carrier/analytics__payroll/tab-2-Last-90-days.jpg)
## Loading, empty and error states
Loading state ![loading state](/shots/carrier/analytics__payroll/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/analytics__payroll/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/analytics__payroll/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Receivables" description: "Analytics \u00b7 /carrier-portal/analytics/receivables" --- **Module:** Analytics · **For:** Carrier users · **Page address:** `/carrier-portal/analytics/receivables` ## How to get there Analytics → Receivables ## Who can use this page Needs: **View** permission on the **Reports** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ## What this page tells you > Open invoice amounts by how late they are, today > Open receivables at the end of each week · Last 30 days ![Receivables](/shots/carrier/analytics__receivables/page.jpg) ## What you see - Open A/R by age - Top customers by open balance - Outstanding over time - Invoiced vs. collected ## Tabs - **Last 7 days** - **Last 30 days** - **Last 90 days**
Tab: Last 7 days ![Last 7 days tab](/shots/carrier/analytics__receivables/tab-0-Last-7-days.jpg)
Tab: Last 30 days ![Last 30 days tab](/shots/carrier/analytics__receivables/tab-1-Last-30-days.jpg)
Tab: Last 90 days ![Last 90 days tab](/shots/carrier/analytics__receivables/tab-2-Last-90-days.jpg)
## Loading, empty and error states
Loading state ![loading state](/shots/carrier/analytics__receivables/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/analytics__receivables/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/analytics__receivables/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Sales" description: "Analytics \u00b7 /carrier-portal/analytics/sales" --- **Module:** Analytics · **For:** Carrier users · **Page address:** `/carrier-portal/analytics/sales` ## How to get there Analytics → Sales ## Who can use this page Needs: **View** permission on the **Reports** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ## What this page tells you > Your pay on delivered loads · Last 30 days ![Sales](/shots/carrier/analytics__sales/page.jpg) ## What you see - Revenue over time - Loads over time - Top lanes by loads - Equipment mix ## Tabs - **Last 7 days** - **Last 30 days** - **Last 90 days**
Tab: Last 7 days ![Last 7 days tab](/shots/carrier/analytics__sales/tab-0-Last-7-days.jpg)
Tab: Last 30 days ![Last 30 days tab](/shots/carrier/analytics__sales/tab-1-Last-30-days.jpg)
Tab: Last 90 days ![Last 90 days tab](/shots/carrier/analytics__sales/tab-2-Last-90-days.jpg)
## Loading, empty and error states
Loading state ![loading state](/shots/carrier/analytics__sales/state-loading.jpg)
Last updated 2026-10-27 --- --- title: "API Management" description: "API \u00b7 /carrier-portal/api" --- **Module:** API · **For:** Carrier users · **Page address:** `/carrier-portal/api` ## How to get there API Management → Overview > This address opens **/carrier-portal/api/overview** (the same page, a different view). ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Export | Any signed-in member | Manage also grants it | ## What this page tells you > Every request your keys made, by outcome ![API Management](/shots/carrier/api/page.jpg) ## What you see - Requests in the last 24 hours - Quick Actions - Recent Activity - System Health ## Tabs - **API Overview** - **API Keys** - **Request Logs** - **Error Tracking** - **Rate Limits** - **API Documentation** ## What you can do - **Refresh** - **Export** - **Open API keys** - **Open request logs for the last 24 hours** - **Open successful requests for the last 24 hours** - **Open error tracking** - **More metrics** - **Response Time — Needs the server aggregate (D1)** - **This Month 0** - **API Keys Open** - **View Logs Open** - **Errors Open** - **Rate Limits Open** - **Documentation Open** - **Account & security Open** - **Activity** ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/api/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/api/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/api/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Assets" description: "Fleet \u00b7 /carrier-portal/assets" --- **Module:** Fleet · **For:** Carrier users · **Page address:** `/carrier-portal/assets` ## How to get there Fleet → Overview ## Who can use this page Needs: **View** permission on the **Fleet** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ## What this page tells you > Fuel transactions summed per calendar month — last 6 months > May: $0; Jun: $11,060; Jul: $0; Aug: $0; Sep: $0; Oct: $0 > Measured from assignments on record — not telematics utilization. ![Assets](/shots/carrier/assets/page.jpg) ## What you see - Fuel spend - Fleet status - Utilization & assignment - Compliance runway ## What you can do - **Live tracker** - **Open all fleet units** - **Open the live fleet tracker** - **Open compliance items** - **Open the work orders list** ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/assets/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/assets/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/assets/state-tooltip.jpg)
Last updated 2026-10-26 --- --- title: "Compliance" description: "Fleet \u00b7 /carrier-portal/assets/compliance" --- **Module:** Fleet · **For:** Carrier users · **Page address:** `/carrier-portal/assets/compliance` ## How to get there Fleet → Compliance ## Who can use this page Needs: **View** permission on the **Fleet** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Add Item | Create on Fleet | Manage also grants it | | Export | Export on Fleet | Manage also grants it | ![Compliance](/shots/carrier/assets__compliance/page.jpg) ## What you see - All compliance items ## Table columns Unit # · Item · Due Date · Status · Notes
Tab: First page ![First page tab](/shots/carrier/assets__compliance/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/assets__compliance/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/assets__compliance/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/assets__compliance/tab-3-Next-page.jpg)
Tab: Last page 1 ![Last page 1 tab](/shots/carrier/assets__compliance/tab-4-Last-page-1-.jpg)
## What you can do - **More actions** - **Add Item** - **Show all compliance items** - **Filter to current compliance items** - **Filter to compliance items due soon** - **Filter to overdue compliance items** - **Filters** - **Export** - **Item** - **Due Date** - **Status** - **Notes** - **Rows per page — currently 20** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Status | No | combobox | `Any status` | ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/assets__compliance/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/assets__compliance/state-popover-guide.jpg)
Rowmenu state ![rowmenu state](/shots/carrier/assets__compliance/state-rowmenu.jpg)
Tooltip state ![tooltip state](/shots/carrier/assets__compliance/state-tooltip.jpg)
Last updated 2026-10-26 --- --- title: "Compliance details" description: "Fleet \u00b7 /carrier-portal/assets/compliance/:id" --- **Module:** Fleet · **For:** Carrier users · **Page address:** `/carrier-portal/assets/compliance/:id` ## How to get there Fleet → Compliance → (a record) ## Who can use this page Needs: **View** permission on the **Fleet** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Edit Item | Edit on Fleet | Manage also grants it | ## What this page tells you > The fleet unit this compliance record tracks > Status is derived from the due date — always current ![Compliance details](/shots/carrier/assets__compliance__id/page.jpg) ## What you see - Unit & Item - Schedule & Status ## Tabs - **Overview** - **Documentation** - **Audit**
Tab: Overview ![Overview tab](/shots/carrier/assets__compliance__id/tab-0-Overview.jpg)
Tab: Documentation ![Documentation tab](/shots/carrier/assets__compliance__id/tab-1-Documentation.jpg)
Tab: Audit ![Audit tab](/shots/carrier/assets__compliance__id/tab-2-Audit.jpg)
## What you can do - **Edit Item** - **More actions** ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/assets__compliance__id/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/assets__compliance__id/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/assets__compliance__id/state-tooltip.jpg)
Last updated 2026-10-26 --- --- title: "Edit compliance" description: "Fleet \u00b7 /carrier-portal/assets/compliance/:id/edit" --- **Module:** Fleet · **For:** Carrier users · **Page address:** `/carrier-portal/assets/compliance/:id/edit` ## How to get there Fleet → Compliance → (a record) → Edit Compliance ## Who can use this page Needs: **Edit** permission on the **Fleet** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on Fleet | Must be granted on its own (not part of Manage) | | Save all changes | Edit on Fleet | Manage also grants it | ![Edit compliance](/shots/carrier/assets__compliance__id__edit/page.jpg) ## What you see - Unit & Item - Schedule & Status - Documentation - Compliance card — Editing - Registration ## What you can do - **Cancel** - **Save all changes** - **Hide preview** - **View truck** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Truck | No | radio | | | Trailer | No | radio | | | Item type | Yes | combobox | `Registration` | | Due date | Yes | textbox | `MM/DD/YYYY` | | Document link | No | textbox | `Paste a link to the document…` | | Notes | No | textbox | `Notes about this compliance item…` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/assets__compliance__id__edit/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/assets__compliance__id__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/assets__compliance__id__edit/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/assets__compliance__id__edit/state-tooltip.jpg)
Last updated 2026-10-26 --- --- title: "New compliance" description: "Fleet \u00b7 /carrier-portal/assets/compliance/new/edit" --- **Module:** Fleet · **For:** Carrier users · **Page address:** `/carrier-portal/assets/compliance/new/edit` ## How to get there Fleet → Compliance → New Compliance Item ## Who can use this page Needs: **Create** permission on the **Fleet** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on Fleet | Must be granted on its own (not part of Manage) | | Add compliance item | Create on Fleet | Manage also grants it | ![New compliance](/shots/carrier/assets__compliance__new__edit/page.jpg) ## What you see - Unit & Item - Schedule & Status - Documentation - Compliance card — Draft - DOT Inspection ## What you can do - **Cancel** - **Add compliance item** - **Hide preview** - **View truck** - **Truck** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Truck | No | radio | | | Trailer | No | radio | | | Item type | Yes | combobox | `DOT Inspection` | | Due date | Yes | textbox | `MM/DD/YYYY` | | Document link | No | textbox | `Paste a link to the document…` | | Notes | No | textbox | `Notes about this compliance item…` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/assets__compliance__new__edit/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/assets__compliance__new__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/assets__compliance__new__edit/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/assets__compliance__new__edit/state-tooltip.jpg)
Last updated 2026-10-26 --- --- title: "Fleet Expenses" description: "Fleet \u00b7 /carrier-portal/assets/expenses" --- **Module:** Fleet · **For:** Carrier users · **Page address:** `/carrier-portal/assets/expenses` ## How to get there Fleet → Expenses ## Who can use this page Needs: **View** permission on the **Fleet** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Add Expense | Create on Fleet | Manage also grants it | | Export 26 rows to CSV | Export on Fleet | Manage also grants it | ![Fleet Expenses](/shots/carrier/assets__expenses/page.jpg) ## What you see - Expense records ## Table columns Expense · Category · Payment · Date · Amount · Reimbursement · Flags · Segment · Value · Share · Detail · Maintenance · Insurance · Fuel · Other · Lodging · Tolls · Permits · Food · Segment · Value · Share · Detail · Credit Card · Ach · Debit Card · Check · Cash
Tab: First page ![First page tab](/shots/carrier/assets__expenses/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/assets__expenses/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/assets__expenses/tab-2-Page-1.jpg)
Tab: Page 2 ![Page 2 tab](/shots/carrier/assets__expenses/tab-3-Page-2.jpg)
Tab: Page 3 ![Page 3 tab](/shots/carrier/assets__expenses/tab-4-Page-3.jpg)
Tab: Next page ![Next page tab](/shots/carrier/assets__expenses/tab-5-Next-page.jpg)
## What you can do - **How expenses are recorded** - **Add Expense** - **Filters** - **Export 26 rows to CSV** - **Expense** - **Category** - **Payment** - **Date** - **Amount** - **Reimbursement** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Category | No | combobox | `Any category` | | Period | No | combobox | `Any period` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/assets__expenses/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/assets__expenses/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/assets__expenses/state-popover-guide.jpg)
Rowmenu state ![rowmenu state](/shots/carrier/assets__expenses/state-rowmenu.jpg)
Last updated 2026-10-27 --- --- title: "Expense details" description: "Fleet \u00b7 /carrier-portal/assets/expenses/:id" --- **Module:** Fleet · **For:** Carrier users · **Page address:** `/carrier-portal/assets/expenses/:id` ## How to get there Fleet → Expenses → (a record) ## Who can use this page Needs: **View** permission on the **Fleet** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Edit expense | Edit on Fleet | Manage also grants it | ## What this page tells you > The operator's own classification — not a determination. > Both steer tyres replaced at the Denton yard before the Joliet run (sample). ![Expense details](/shots/carrier/assets__expenses__id/page.jpg) ## What you see - Expense - Notes ## What you can do - **Edit expense** ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/assets__expenses__id/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/assets__expenses__id/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/assets__expenses__id/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Edit expense" description: "Fleet \u00b7 /carrier-portal/assets/expenses/:id/edit" --- **Module:** Fleet · **For:** Carrier users · **Page address:** `/carrier-portal/assets/expenses/:id/edit` ## How to get there Fleet → Expenses → (a record) → Edit Expense ## Who can use this page Needs: **Edit** permission on the **Fleet** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on Fleet | Must be granted on its own (not part of Manage) | | Save changes | Edit on Fleet | Manage also grants it | ## What this page tells you > An expense is a record — recording one moves no money. ![Edit expense](/shots/carrier/assets__expenses__id__edit/page.jpg) ## What you see - Details - Amount & Category - Receipt - Notes - Expense card — Editing - Steer tyre replacement — TRK-001 202609162337 (sample) ## What you can do - **How this works** - **Cancel** - **Save changes** - **Hide preview** - **View receipt** - **Take a photo with your device camera** - **Take photo** - **Choose file** - **View & edit** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Description | Yes | textbox | `Oil change and filter replacement` | | Vendor | No | textbox | `Quick Lube Express` | | Location | No | textbox | `Phoenix, AZ` | | Date | No | textbox | `MM/DD/YYYY` | | Truck (optional) | No | combobox | `No truck linked` | | Trailer (optional) | No | combobox | `No trailer linked` | | Category | Yes | combobox | `Maintenance` | | Amount (USD) | Yes | textbox | `125.00` | | Payment method | No | combobox | `Credit Card` | | Tag as deductible | No | checkbox | | | Notes | No | textbox | `Any notes about this expense…` | ## When there is nothing to show - "No receipt attached yet" ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/assets__expenses__id__edit/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/assets__expenses__id__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/assets__expenses__id__edit/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/assets__expenses__id__edit/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Fleet Tracker" description: "Fleet \u00b7 /carrier-portal/assets/fleet-tracker" --- **Module:** Fleet · **For:** Carrier users · **Page address:** `/carrier-portal/assets/fleet-tracker` ## How to get there Fleet → Fleet Tracker ## Who can use this page Needs: **View** permission on the **Fleet** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ## What this page tells you > Live driver GPS on active loads (reported positions); trucks/trailers also plot when they carry coordinates > No ELD feed is connected — the map and the list show only positions, speed and addresses a driver device or vehicle unit actually reported. > 34 units · 9 of 34 reporting a position · 0 on a load · 0 idle · 2 need attention ![Fleet Tracker](/shots/carrier/assets__fleet-tracker/page.jpg) ## What you see - Map View - Fleet units ## What you can do - **Refresh** - **Open the Unit list** - **Open the Unit list filtered to active units** - **Filter the unit list to idle units** - **Open the Unit list filtered to maintenance** - **All** - **Trucks** - **Trailers** - **Keyboard shortcuts** - **Map camera controls** - **Drag Pegman onto the map to open Street View** - **OK** - **(sample record) Tractor Active Freightliner Cascadia (2019) No driver assigned No live position reported — telemetry not connected VIN 1FUSMPU0XK8087323 Odometer 125,000 mi Diesel Last inspection Sep 24, 2026** - **(sample record) Tractor Active Freightliner Cascadia (2019) No driver assigned No live position reported — telemetry not connected VIN 1FUZWCZJ5KT777321 Odometer 125,000 mi Diesel Last inspection Sep 24, 2026** - **(sample record) Truck Active Peterbilt 579 (2024) No driver assigned Last-known unit coordinates 41.4660, -81.9560 VIN 1T2E6855165672036 Odometer 48,250 mi Diesel Last inspection Jun 15, 2026** - **(sample record) Reefer (Refrigerated Van) Active Utility 3000R (2024) Not hitched to a truck Last-known unit coordinates 41.4660, -81.9560 Last inspection —** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Filter by unit state | No | combobox | `All states` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/assets__fleet-tracker/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/assets__fleet-tracker/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/assets__fleet-tracker/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/assets__fleet-tracker/state-tooltip.jpg)
Last updated 2026-10-26 --- --- title: "Fuel Audit" description: "Fleet \u00b7 /carrier-portal/assets/fuel-audit" --- **Module:** Fleet · **For:** Carrier users · **Page address:** `/carrier-portal/assets/fuel-audit` ## How to get there Fleet → Fuel Audit ## Who can use this page Needs: **View** permission on the **Fleet** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Export CSV | Export on Fleet | Manage also grants it | | Add Transaction | Create on Fleet | Manage also grants it | | Export 5 rows to CSV | Export on Fleet | Manage also grants it | ![Fuel Audit](/shots/carrier/assets__fuel-audit/page.jpg) ## What you see - Fuel transactions ## Table columns Date · Unit # · Gallons · $/Gal · Total · Location · Receipt # · Filed By · Review
Tab: First page ![First page tab](/shots/carrier/assets__fuel-audit/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/assets__fuel-audit/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/assets__fuel-audit/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/assets__fuel-audit/tab-3-Next-page.jpg)
Tab: Last page 1 ![Last page 1 tab](/shots/carrier/assets__fuel-audit/tab-4-Last-page-1-.jpg)
## What you can do - **IFTA Return** - **Export CSV** - **Add Transaction** - **Jump to the fuel transactions table** - **Filters** - **Export 5 rows to CSV** - **Date** - **Gallons** - **$/gal** - **Total** - **Location** - **Filed by** - **Review** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Date range | No | combobox | `Any date range` | ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/assets__fuel-audit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/assets__fuel-audit/state-popover-guide.jpg)
Rowmenu state ![rowmenu state](/shots/carrier/assets__fuel-audit/state-rowmenu.jpg)
Tooltip state ![tooltip state](/shots/carrier/assets__fuel-audit/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Fuel audit details" description: "Fleet \u00b7 /carrier-portal/assets/fuel-audit/:id" --- **Module:** Fleet · **For:** Carrier users · **Page address:** `/carrier-portal/assets/fuel-audit/:id` ## How to get there Fleet → Fuel Audit → (a record) ## Who can use this page Needs: **View** permission on the **Fleet** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Edit fuel transaction | Edit on Fleet | Manage also grants it | ![Fuel audit details](/shots/carrier/assets__fuel-audit__id/page.jpg) ## What you see - Unit - Purchase - Odometer & Location ## Tabs - **Overview** - **Receipt** - **Audit**
Tab: Overview ![Overview tab](/shots/carrier/assets__fuel-audit__id/tab-0-Overview.jpg)
Tab: Receipt ![Receipt tab](/shots/carrier/assets__fuel-audit__id/tab-1-Receipt.jpg)
Tab: Audit ![Audit tab](/shots/carrier/assets__fuel-audit__id/tab-2-Audit.jpg)
## What you can do - **Edit fuel transaction** - **More actions** ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/assets__fuel-audit__id/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/assets__fuel-audit__id/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/assets__fuel-audit__id/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Edit fuel audit" description: "Fleet \u00b7 /carrier-portal/assets/fuel-audit/:id/edit" --- **Module:** Fleet · **For:** Carrier users · **Page address:** `/carrier-portal/assets/fuel-audit/:id/edit` ## How to get there Fleet → Fuel Audit → (a record) → Edit Fuel Audit ## Who can use this page Needs: **Edit** permission on the **Fleet** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on Fleet | Must be granted on its own (not part of Manage) | | Save all changes | Edit on Fleet | Manage also grants it | ![Edit fuel audit](/shots/carrier/assets__fuel-audit__id__edit/page.jpg) ## What you see - Unit - Purchase - Odometer & Location - Receipt - Fuel transaction — Editing - TRK-002 ## What you can do - **How this works** - **Cancel** - **Save all changes** - **Hide preview** - **Take a photo with your device camera** - **Take photo** - **Choose file** - **URL** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Unit type | No | combobox | `Truck` | | Truck | Yes | combobox | `TRK-002` | | Transaction date | Yes | textbox | `MM/DD/YYYY` | | Gallons | Yes | textbox | `99` | | Cost per gallon | Yes | textbox | `9` | | Odometer (miles) | No | spinbutton | `88` | | Location | No | textbox | `e.g. Pilot – Phoenix, AZ` | | Receipt number | No | textbox | `e.g. R-1001` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/assets__fuel-audit__id__edit/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/assets__fuel-audit__id__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/assets__fuel-audit__id__edit/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/assets__fuel-audit__id__edit/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "New fuel audit" description: "Fleet \u00b7 /carrier-portal/assets/fuel-audit/new/edit" --- **Module:** Fleet · **For:** Carrier users · **Page address:** `/carrier-portal/assets/fuel-audit/new/edit` ## How to get there Fleet → Fuel Audit → New Fuel Transaction ## Who can use this page Needs: **Create** permission on the **Fleet** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on Fleet | Must be granted on its own (not part of Manage) | | Add transaction | Create on Fleet | Manage also grants it | ![New fuel audit](/shots/carrier/assets__fuel-audit__new__edit/page.jpg) ## What you see - Unit - Purchase - Odometer & Location - Receipt - Fuel transaction — Draft - Fuel purchase ## What you can do - **How this works** - **Cancel** - **Add transaction** - **Hide preview** - **Take a photo with your device camera** - **Take photo** - **Choose file** - **URL** - **Truck** - **Gallons** - **Cost per gallon** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Unit type | No | combobox | `Truck` | | Truck | Yes | combobox | `Select a truck` | | Transaction date | Yes | textbox | `MM/DD/YYYY` | | Gallons | Yes | textbox | | | Cost per gallon | Yes | textbox | | | Odometer (miles) | No | spinbutton | | | Location | No | textbox | `e.g. Pilot – Phoenix, AZ` | | Receipt number | No | textbox | `e.g. R-1001` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/assets__fuel-audit__new__edit/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/assets__fuel-audit__new__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/assets__fuel-audit__new__edit/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/assets__fuel-audit__new__edit/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Maintenance" description: "Fleet \u00b7 /carrier-portal/assets/maintenance" --- **Module:** Fleet · **For:** Carrier users · **Page address:** `/carrier-portal/assets/maintenance` ## How to get there Fleet → Maintenance ## Who can use this page Needs: **View** permission on the **Fleet** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Add maintenance | Create on Fleet | Manage also grants it | | Export 20 rows to CSV | Export on Fleet | Manage also grants it | | Request | Create on Fleet | Manage also grants it | ![Maintenance](/shots/carrier/assets__maintenance/page.jpg) ## What you see - Maintenance requests ## Table columns Submitted · Driver / Unit · Request · Priority · Status · Update Status ## Tabs - **Maintenance Requests 20** - **Inspections (DVIR) 15**
Tab: Maintenance Requests20 ![Maintenance Requests20 tab](/shots/carrier/assets__maintenance/tab-0-Maintenance-Requests20.jpg)
Tab: Inspections DVIR 15 ![Inspections DVIR 15 tab](/shots/carrier/assets__maintenance/tab-1-Inspections-DVIR-15.jpg)
Tab: First page ![First page tab](/shots/carrier/assets__maintenance/tab-2-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/assets__maintenance/tab-3-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/assets__maintenance/tab-4-Page-1.jpg)
Tab: Page 2 ![Page 2 tab](/shots/carrier/assets__maintenance/tab-5-Page-2.jpg)
## What you can do - **Add maintenance** - **Filter maintenance requests to open work orders** - **Filter maintenance requests to submitted** - **Filter maintenance requests to scheduled** - **Filter maintenance requests to completed** - **Filters** - **Export 20 rows to CSV** - **Submitted** - **Driver / Unit** - **Request** - **Priority** - **Status** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Status | No | combobox | `Any status` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/assets__maintenance/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/assets__maintenance/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/assets__maintenance/state-popover-guide.jpg)
Rowmenu state ![rowmenu state](/shots/carrier/assets__maintenance/state-rowmenu.jpg)
Last updated 2026-10-27 --- --- title: "Maintenance details" description: "Fleet \u00b7 /carrier-portal/assets/maintenance/:id" --- **Module:** Fleet · **For:** Carrier users · **Page address:** `/carrier-portal/assets/maintenance/:id` ## How to get there Fleet → Maintenance → (a record) ## Who can use this page Needs: **View** permission on the **Fleet** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ![Maintenance details](/shots/carrier/assets__maintenance__id/page.jpg) ## What you see - Request ## Tabs - **Overview** - **Details** - **Record**
Tab: Overview ![Overview tab](/shots/carrier/assets__maintenance__id/tab-0-Overview.jpg)
Tab: Details ![Details tab](/shots/carrier/assets__maintenance__id/tab-1-Details.jpg)
Tab: Record ![Record tab](/shots/carrier/assets__maintenance__id/tab-2-Record.jpg)
## Loading, empty and error states
Loading state ![loading state](/shots/carrier/assets__maintenance__id/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/assets__maintenance__id/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/assets__maintenance__id/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Edit maintenance" description: "Fleet \u00b7 /carrier-portal/assets/maintenance/:id/edit" --- **Module:** Fleet · **For:** Carrier users · **Page address:** `/carrier-portal/assets/maintenance/:id/edit` ## How to get there Fleet → Maintenance → Details → Edit Maintenance ## Who can use this page Needs: **Edit** permission on the **Fleet** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ## What this page tells you > Progress this request from its detail page. > Carriers progress request status from the detail page. Self-submit create/edit is for the driver or owner-operator who owns the unit. ![Edit maintenance](/shots/carrier/assets__maintenance__id__edit/page.jpg) ## What you see - Self-submit is not available for carriers ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/assets__maintenance__id__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/assets__maintenance__id__edit/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/assets__maintenance__id__edit/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "New maintenance" description: "Fleet \u00b7 /carrier-portal/assets/maintenance/new/edit" --- **Module:** Fleet · **For:** Carrier users · **Page address:** `/carrier-portal/assets/maintenance/new/edit` ## How to get there Fleet → Maintenance → New maintenance request ## Who can use this page Needs: **Create** permission on the **Fleet** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on Fleet | Must be granted on its own (not part of Manage) | | Create maintenance request | Create on Fleet | Manage also grants it | ![New maintenance](/shots/carrier/assets__maintenance__new__edit/page.jpg) ## What you see - Maintenance request — Draft ## What you can do - **How this works** - **Cancel** - **Create maintenance request** - **Hide preview** - **Title** - **Equipment** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Title | No | textbox | `e.g. Brake inspection` | | Equipment | No | combobox | | | Driver | No | combobox | | | Priority | No | combobox | | | Scheduled date | No | textbox | `MM/DD/YYYY` | | Estimated cost (USD) | No | spinbutton | | | Category | No | combobox | `Not set` | | Odometer (mi) | No | textbox | `Reading when the issue was found` | | Out of service — do not operate until repaired | No | checkbox | | | Details | No | textbox | `What needs doing, what was observed` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/assets__maintenance__new__edit/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/assets__maintenance__new__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/assets__maintenance__new__edit/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/assets__maintenance__new__edit/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Work Orders" description: "Fleet \u00b7 /carrier-portal/assets/maintenance/work-orders" --- **Module:** Fleet · **For:** Carrier users · **Page address:** `/carrier-portal/assets/maintenance/work-orders` ## How to get there Fleet → Work Orders ## Who can use this page Needs: **View** permission on the **Fleet** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Create work order | Create on Fleet | Manage also grants it | | Export 20 rows to CSV | Export on Fleet | Manage also grants it | ![Work Orders](/shots/carrier/assets__maintenance__work-orders/page.jpg) ## What you see - All work orders ## Table columns Work Order · Driver · Unit · Status · Created · Total Cost
Tab: First page ![First page tab](/shots/carrier/assets__maintenance__work-orders/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/assets__maintenance__work-orders/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/assets__maintenance__work-orders/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/assets__maintenance__work-orders/tab-3-Next-page.jpg)
Tab: Last page 1 ![Last page 1 tab](/shots/carrier/assets__maintenance__work-orders/tab-4-Last-page-1-.jpg)
## What you can do - **Create work order** - **Show all work orders** - **Filter to work orders in progress** - **Filter to completed work orders** - **Filters** - **Export 20 rows to CSV** - **Refresh** - **Work Order** - **Driver** - **Status** - **Created** - **Total cost** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Status | No | combobox | `Any status` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/assets__maintenance__work-orders/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/assets__maintenance__work-orders/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/assets__maintenance__work-orders/state-popover-guide.jpg)
Rowmenu state ![rowmenu state](/shots/carrier/assets__maintenance__work-orders/state-rowmenu.jpg)
Last updated 2026-10-27 --- --- title: "Work order details" description: "Fleet \u00b7 /carrier-portal/assets/maintenance/work-orders/:id" --- **Module:** Fleet · **For:** Carrier users · **Page address:** `/carrier-portal/assets/maintenance/work-orders/:id` ## How to get there Fleet → Work Orders → (a record) ## Who can use this page Needs: **View** permission on the **Fleet** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Edit Work Order | Edit on Fleet | Manage also grants it | ## What this page tells you > Air leak at the left steer-axle brake chamber found on the pre-trip; replace the chamber and check the pushrod stroke. (sample record) D0_FRESH:edit_event:01 ![Work order details](/shots/carrier/assets__maintenance__work-orders__id/page.jpg) ## What you see - Work Order - Details ## Tabs - **Overview** - **Line Items**
Tab: Overview ![Overview tab](/shots/carrier/assets__maintenance__work-orders__id/tab-0-Overview.jpg)
Tab: Line Items ![Line Items tab](/shots/carrier/assets__maintenance__work-orders__id/tab-1-Line-Items.jpg)
## What you can do - **Edit Work Order** ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/assets__maintenance__work-orders__id/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/assets__maintenance__work-orders__id/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/assets__maintenance__work-orders__id/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Edit work order" description: "Fleet \u00b7 /carrier-portal/assets/maintenance/work-orders/:id/edit" --- **Module:** Fleet · **For:** Carrier users · **Page address:** `/carrier-portal/assets/maintenance/work-orders/:id/edit` ## How to get there Fleet → Work Orders → (a record) → Edit Work Order ## Who can use this page Needs: **Edit** permission on the **Fleet** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on Fleet | Must be granted on its own (not part of Manage) | | Save changes | Edit on Fleet | Manage also grants it | | Add line | Create on Fleet | Manage also grants it | ![Edit work order](/shots/carrier/assets__maintenance__work-orders__id__edit/page.jpg) ## What you see - Details - Line Items - Labor - Parts - Vendor - Grand total - Work Order — Editing - Work Order ## What you can do - **Cancel** - **Save changes** - **Hide preview** - **Clear selection** - **Add line** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Title | Yes | textbox | `e.g. Brake inspection and pad replacemen` | | Truck | No | combobox | `(sample record)` | | Details | No | textbox | `Work description, notes for the shop/tec` | | Type | No | combobox | `Labor` | | Description | No | textbox | `What was done / used` | | Qty | No | spinbutton | `1` | | Unit cost | No | spinbutton | `0` | | Performed by | No | textbox | `Technician / shop` | ## When there is nothing to show - "No line items yet." ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/assets__maintenance__work-orders__id__edit/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/assets__maintenance__work-orders__id__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/assets__maintenance__work-orders__id__edit/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/assets__maintenance__work-orders__id__edit/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "New work order" description: "Fleet \u00b7 /carrier-portal/assets/maintenance/work-orders/new/edit" --- **Module:** Fleet · **For:** Carrier users · **Page address:** `/carrier-portal/assets/maintenance/work-orders/new/edit` ## How to get there Fleet → Work Orders → New work order ## Who can use this page Needs: **Create** permission on the **Fleet** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on Fleet | Must be granted on its own (not part of Manage) | | Create work order | Create on Fleet | Manage also grants it | ![New work order](/shots/carrier/assets__maintenance__work-orders__new__edit/page.jpg) ## What you see - Work order — Draft ## What you can do - **How this works** - **Cancel** - **Create work order** - **Hide preview** - **Title** - **Equipment** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Title | No | textbox | `e.g. Brake inspection` | | Equipment | No | combobox | | | Driver | No | combobox | | | Priority | No | combobox | | | Scheduled date | No | textbox | `MM/DD/YYYY` | | Estimated cost (USD) | No | spinbutton | | | Category | No | combobox | `Not set` | | Odometer (mi) | No | textbox | `Reading when the issue was found` | | Out of service — do not operate until repaired | No | checkbox | | | Details | No | textbox | `What needs doing, what was observed` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/assets__maintenance__work-orders__new__edit/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/assets__maintenance__work-orders__new__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/assets__maintenance__work-orders__new__edit/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/assets__maintenance__work-orders__new__edit/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Trailers" description: "Fleet \u00b7 /carrier-portal/assets/trailers" --- **Module:** Fleet · **For:** Carrier users · **Page address:** `/carrier-portal/assets/trailers` ## How to get there Fleet → Trailers ## Who can use this page Needs: **View** permission on the **Fleet** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Add Trailer | Create on Fleet | Manage also grants it | | Export 8 rows to CSV | Export on Fleet | Manage also grants it | ![Trailers](/shots/carrier/assets__trailers/page.jpg) ## What you see - All trailers ## Table columns Unit # · Type · Make / Year · Status · Truck · Last Inspection
Tab: First page ![First page tab](/shots/carrier/assets__trailers/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/assets__trailers/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/assets__trailers/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/assets__trailers/tab-3-Next-page.jpg)
Tab: Last page 1 ![Last page 1 tab](/shots/carrier/assets__trailers/tab-4-Last-page-1-.jpg)
## What you can do - **Add Trailer** - **Show all trailers** - **Filter to available trailers** - **Filter to trailers in maintenance** - **Filter to trailers with no truck assigned** - **Filters** - **Export 8 rows to CSV** - **Type** - **Make / Year** - **Status** - **Truck** - **Last Inspection** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Status | No | combobox | `Any status` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/assets__trailers/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/assets__trailers/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/assets__trailers/state-popover-guide.jpg)
Rowmenu state ![rowmenu state](/shots/carrier/assets__trailers/state-rowmenu.jpg)
Last updated 2026-10-26 --- --- title: "Trailer details" description: "Fleet \u00b7 /carrier-portal/assets/trailers/:id" --- **Module:** Fleet · **For:** Carrier users · **Page address:** `/carrier-portal/assets/trailers/:id` ## How to get there Fleet → Trailers → (a record) ## Who can use this page Needs: **View** permission on the **Fleet** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Edit Trailer | Edit on Fleet | Manage also grants it | ## What this page tells you > Insurance, registration and inspection expiry tracking is managed on the Compliance screen — the trailer record itself stores only the last inspection date. ![Trailer details](/shots/carrier/assets__trailers__id/page.jpg) ## What you see - Identity - Assignment - Status & Inspection ## Tabs - **Overview** - **Documents** - **Position & Tracking** - **Audit**
Tab: Overview ![Overview tab](/shots/carrier/assets__trailers__id/tab-0-Overview.jpg)
Tab: Documents ![Documents tab](/shots/carrier/assets__trailers__id/tab-1-Documents.jpg)
Tab: Position Tracking ![Position Tracking tab](/shots/carrier/assets__trailers__id/tab-2-Position-Tracking.jpg)
Tab: Audit ![Audit tab](/shots/carrier/assets__trailers__id/tab-3-Audit.jpg)
## What you can do - **Edit Trailer** - **More actions** ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/assets__trailers__id/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/assets__trailers__id/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/assets__trailers__id/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Edit trailer" description: "Fleet \u00b7 /carrier-portal/assets/trailers/:id/edit" --- **Module:** Fleet · **For:** Carrier users · **Page address:** `/carrier-portal/assets/trailers/:id/edit` ## How to get there Fleet → Trailers → (a record) → Edit Trailer ## Who can use this page Needs: **Edit** permission on the **Fleet** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on Fleet | Must be granted on its own (not part of Manage) | | Save all changes | Edit on Fleet | Manage also grants it | ## What this page tells you > From the VIN: model year 2019 · built in the United States > Read from the VIN itself (49 CFR 565.15): model year from the 10th character, region from the 1st. Make, model and engine are not decoded. > Not stored on trailer records yet: Axle configuration, Door type, Logistics tracks. ![Edit trailer](/shots/carrier/assets__trailers__id__edit/page.jpg) ## What you see - Identity - Specifications - Assignment - Status & Inspection - Location - Trailer card — Editing ## What you can do - **How this works** - **Cancel** - **Save all changes** - **Hide preview** - **View truck** - **Clear selection** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Trailer type | Yes | combobox | `Dry Van` | | Unit number | Yes | textbox | `TRL-001` | | VIN | Yes | textbox | `1GRAA062XLB000001` | | Make | Yes | textbox | `Great Dane` | | Model | No | textbox | `Champion` | | Year | Yes | spinbutton | `2019` | | License plate | Yes | textbox | `TRL-4455` | | Registration state / jurisdiction | No | combobox | `Select state or province…` | | Registration expiry | No | textbox | `MM/DD/YYYY` | | Length (ft) | No | spinbutton | | | Width (ft) | No | spinbutton | | | Height (ft) | No | spinbutton | | | GVWR (lbs) | No | spinbutton | | | Assigned truck | No | combobox | `(sample record)` | | Status | No | combobox | `Available` | | Last inspection | No | textbox | `MM/DD/YYYY` | | Annual inspection due | No | textbox | `MM/DD/YYYY` | | Tracker serial / gateway ID | No | textbox | | | Latitude | No | spinbutton | | | Longitude | No | spinbutton | | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/assets__trailers__id__edit/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/assets__trailers__id__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/assets__trailers__id__edit/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/assets__trailers__id__edit/state-tooltip.jpg)
Last updated 2026-10-26 --- --- title: "Trucks" description: "Fleet \u00b7 /carrier-portal/assets/trucks" --- **Module:** Fleet · **For:** Carrier users · **Page address:** `/carrier-portal/assets/trucks` ## How to get there Fleet → Trucks ## Who can use this page Needs: **View** permission on the **Fleet** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Add Truck | Create on Fleet | Manage also grants it | | Export | Export on Fleet | Manage also grants it | ![Trucks](/shots/carrier/assets__trucks/page.jpg) ## What you see - All trucks ## Table columns Unit # · Make / Model / Year · Vin · Driver · Fuel · Odometer · Last Inspection · Status · Dvir
Tab: First page ![First page tab](/shots/carrier/assets__trucks/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/assets__trucks/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/assets__trucks/tab-2-Page-1.jpg)
Tab: Page 2 ![Page 2 tab](/shots/carrier/assets__trucks/tab-3-Page-2.jpg)
Tab: Next page ![Next page tab](/shots/carrier/assets__trucks/tab-4-Next-page.jpg)
Tab: Last page 2 ![Last page 2 tab](/shots/carrier/assets__trucks/tab-5-Last-page-2-.jpg)
## What you can do - **Add Truck** - **Show all trucks** - **Filter to active trucks** - **Filter to trucks in maintenance** - **Filter to trucks with no driver assigned** - **Filters** - **Refresh** - **Export** - **Make / Model / Year** - **VIN** - **Driver** - **Fuel** - **Odometer** - **Last Inspection** - **Status** - **DVIR** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Status | No | combobox | `Any status` | ## When there is nothing to show - "Active 24 No open DVIR defect recorded" ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/assets__trucks/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/assets__trucks/state-popover-guide.jpg)
Rowmenu state ![rowmenu state](/shots/carrier/assets__trucks/state-rowmenu.jpg)
Tooltip state ![tooltip state](/shots/carrier/assets__trucks/state-tooltip.jpg)
Last updated 2026-10-26 --- --- title: "Truck details" description: "Fleet \u00b7 /carrier-portal/assets/trucks/:id" --- **Module:** Fleet · **For:** Carrier users · **Page address:** `/carrier-portal/assets/trucks/:id` ## How to get there Fleet → Trucks → (a record) ## Who can use this page Needs: **View** permission on the **Fleet** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Edit Truck | Edit on Fleet | Manage also grants it | ## What this page tells you > The load, route and leg this unit is executing right now > Assign a primary driver and this island shows the load, route and leg the unit is executing. > Duty status, fuel and the readings recorded on this unit ![Truck details](/shots/carrier/assets__trucks__id/page.jpg) ## What you see - On the Road - No driver is assigned to this unit. - Identity - Drivers - Operations - Devices & Equipment - Specifications ## Tabs - **Overview** - **Documents** - **Location** - **Notes**
Tab: Overview ![Overview tab](/shots/carrier/assets__trucks__id/tab-0-Overview.jpg)
Tab: Documents ![Documents tab](/shots/carrier/assets__trucks__id/tab-1-Documents.jpg)
Tab: Location ![Location tab](/shots/carrier/assets__trucks__id/tab-2-Location.jpg)
Tab: Notes ![Notes tab](/shots/carrier/assets__trucks__id/tab-3-Notes.jpg)
## What you can do - **Edit Truck** - **More actions** ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/assets__trucks__id/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/assets__trucks__id/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/assets__trucks__id/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Edit truck" description: "Fleet \u00b7 /carrier-portal/assets/trucks/:id/edit" --- **Module:** Fleet · **For:** Carrier users · **Page address:** `/carrier-portal/assets/trucks/:id/edit` ## How to get there Fleet → Trucks → (a record) → Edit Truck ## Who can use this page Needs: **Edit** permission on the **Fleet** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on Fleet | Must be granted on its own (not part of Manage) | | Save all changes | Edit on Fleet | Manage also grants it | ## What this page tells you > From the VIN: model year 2019 · built in the United States > Read from the VIN itself (49 CFR 565.15): model year from the 10th character, region from the 1st. Make, model and engine are not decoded. > 49 CFR 396.17 requires a periodic inspection at least every 12 months — advisory; confirm with your safety advisor. ![Edit truck](/shots/carrier/assets__trucks__id__edit/page.jpg) ## What you see - Identity - Specifications - Powertrain - Tractor - Drivers - Operations - Location - Notes - Unit card — Editing ## What you can do - **Cancel** - **Save all changes** - **Hide preview** - **Clear selection** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Vehicle type | Yes | combobox | `Tractor` | | Unit number | Yes | textbox | `TRK-001` | | VIN | Yes | textbox | `1XKYD49X7MJ000001` | | Make | Yes | textbox | `Freightliner` | | Model | Yes | textbox | `Cascadia` | | Year | Yes | spinbutton | `2019` | | License plate | No | textbox | `ABC-1234` | | Registration state / jurisdiction | Yes | combobox | `Texas (TX)` | | Registration expiry | No | textbox | `MM/DD/YYYY` | | Apportioned plate (IRP) | No | combobox | `Select…` | | Axle count | No | spinbutton | `3` | | Engine make | No | textbox | `Detroit` | | Engine model | No | textbox | `DD15` | | Horsepower | No | spinbutton | | | Transmission | No | combobox | `Select…` | | GVWR (lbs) | No | spinbutton | | | Sleeper configuration | No | combobox | `Select…` | | Fifth wheel | No | combobox | `Select…` | | Primary driver | No | combobox | `Unassigned` | | Secondary driver | No | combobox | `Unassigned` | | Status | Yes | combobox | `Active` | | Fuel type | Yes | combobox | `Diesel` | | Fuel efficiency (MPG) | No | spinbutton | | | Odometer (miles) | Yes | spinbutton | `125000` | | Last inspection | No | textbox | `MM/DD/YYYY` | | Annual inspection due | No | textbox | `MM/DD/YYYY` | | USDOT number / fleet ID | No | textbox | `1234567` | | IFTA registered | No | combobox | `Yes` | | ELD provider | No | combobox | `Select ELD provider…` | | ELD serial / telematics ID | No | textbox | | | Latitude | No | spinbutton | | | Longitude | No | spinbutton | | | Notes | No | textbox | `Any additional notes about this truck…` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/assets__trucks__id__edit/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/assets__trucks__id__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/assets__trucks__id__edit/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/assets__trucks__id__edit/state-tooltip.jpg)
Last updated 2026-10-26 --- --- title: "Unit" description: "Fleet \u00b7 /carrier-portal/assets/unit" --- **Module:** Fleet · **For:** Carrier users · **Page address:** `/carrier-portal/assets/unit` ## How to get there Fleet → Units ## Who can use this page Needs: **View** permission on the **Fleet** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Export | Export on Fleet | Manage also grants it | ![Unit](/shots/carrier/assets__unit/page.jpg) ## What you see - All fleet units ## Table columns Unit # · Truck # · Driver 1 · Driver 2 · Description · Status
Tab: First page ![First page tab](/shots/carrier/assets__unit/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/assets__unit/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/assets__unit/tab-2-Page-1.jpg)
Tab: Page 2 ![Page 2 tab](/shots/carrier/assets__unit/tab-3-Page-2.jpg)
Tab: Next page ![Next page tab](/shots/carrier/assets__unit/tab-4-Next-page.jpg)
Tab: Last page 2 ![Last page 2 tab](/shots/carrier/assets__unit/tab-5-Last-page-2-.jpg)
## What you can do - **Refresh** - **Show all fleet units** - **Filter to trucks** - **Filter to active units** - **Filter to units in maintenance** - **Filters** - **Export** - **Driver 1** - **Driver 2** - **Description** - **Status** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Type | No | combobox | `Any type` | | Status | No | combobox | `Any status` | ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/assets__unit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/assets__unit/state-popover-guide.jpg)
Rowmenu state ![rowmenu state](/shots/carrier/assets__unit/state-rowmenu.jpg)
Tooltip state ![tooltip state](/shots/carrier/assets__unit/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Broker Loads" description: "Broker loads \u00b7 /carrier-portal/broker-loads" --- **Module:** Broker loads · **For:** Carrier users · **Page address:** `/carrier-portal/broker-loads` ## How to get there Dispatch → Broker Loads ## Who can use this page Needs: **View** permission on the **Dispatch** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Export 0 rows to CSV | Export on Dispatch | Manage also grants it | ## What this page tells you > Rows are already-committed direct assignments — a broker assigned your company to the load directly, with no tender round and no bid. Offers that still need your accept live in the Tender Inbox. > When a broker assigns a load directly to your company, it appears here ready to dispatch. ![Broker Loads](/shots/carrier/broker-loads/page.jpg) ## What you see - Direct Assignments ## Table columns Load · Lane · Status · Pickup / Delivery · Equipment · Freight · Weight / Distance · Rate
Tab: First page ![First page tab](/shots/carrier/broker-loads/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/broker-loads/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/broker-loads/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/broker-loads/tab-3-Next-page.jpg)
Tab: Last page 1 ![Last page 1 tab](/shots/carrier/broker-loads/tab-4-Last-page-1-.jpg)
## What you can do - **Refresh** - **Filter to loads awaiting dispatch** - **Filter to loads with a driver assigned** - **Filter to in-transit loads** - **Filters** - **Export 0 rows to CSV** - **Load** - **Lane** - **Status** - **Pickup / Delivery** - **Equipment** - **Freight** - **Weight / Distance** - **Rate** - **Rows per page — currently 20** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Status | No | combobox | `Any status` | ## When there is nothing to show - "Awaiting dispatch 0 No driver bound yet" ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/broker-loads/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/broker-loads/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/broker-loads/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/broker-loads/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Cargo claims" description: "Claims \u00b7 /carrier-portal/claims" --- **Module:** Claims · **For:** Carrier users · **Page address:** `/carrier-portal/claims` ## How to get there Safety & Claims → Claims ## Who can use this page Needs: **View** permission on the **Claims** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Export 10 rows to CSV | Export on Claims | Manage also grants it | ![Cargo claims](/shots/carrier/claims/page.jpg) ## What you see - Cargo claims ## Table columns Claim · Type · Load · Status · Claimed · Filed
Tab: First page ![First page tab](/shots/carrier/claims/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/claims/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/claims/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/claims/tab-3-Next-page.jpg)
Tab: Last page 1 ![Last page 1 tab](/shots/carrier/claims/tab-4-Last-page-1-.jpg)
## What you can do - **Refresh** - **Show all claims** - **Show open claims** - **Show approved claims** - **Show denied claims** - **Filters** - **Export 10 rows to CSV** - **Claim** - **Type** - **Load** - **Status** - **Claimed** - **Filed** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Status | No | combobox | `Any status` | ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/claims/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/claims/state-popover-guide.jpg)
Rowmenu state ![rowmenu state](/shots/carrier/claims/state-rowmenu.jpg)
Tooltip state ![tooltip state](/shots/carrier/claims/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Claim details" description: "Claims \u00b7 /carrier-portal/claims/:id" --- **Module:** Claims · **For:** Carrier users · **Page address:** `/carrier-portal/claims/:id` ## How to get there Safety & Claims → Claims → (a record) ## Who can use this page Needs: **View** permission on the **Claims** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Approve | Approve on Claims | Must be granted on its own (not part of Manage) | | Reject | Approve on Claims | Must be granted on its own (not part of Manage) | ## What this page tells you > Reefer unit ran warm on I-35 202609162329 (sample) > Trailer reefer alarmed at 41F on the Fort Worth → Joliet leg; two pallets of produce showed condensation at the door. Photographed at the Denton yard (sample). Incident details Incident date: 2026-09-12 Weight affected: 1,900 lb Commodity: Automotive parts > Adjudication records a status decision on the claim's event trail. No payment, settlement, or ledger posting happens here — any amount shown is not an amount of record. ![Claim details](/shots/carrier/claims__id/page.jpg) ## What you see - Cargo claim - Adjudication - Legal clocks - Evidence & documents - Driver photos - Event trail - Claim timeline - Filing review
Tab: Summary ![Summary tab](/shots/carrier/claims__id/tab-0-Summary.jpg)
Tab: Decision ![Decision tab](/shots/carrier/claims__id/tab-1-Decision.jpg)
Tab: Legal clocks ![Legal clocks tab](/shots/carrier/claims__id/tab-2-Legal-clocks.jpg)
Tab: Timeline ![Timeline tab](/shots/carrier/claims__id/tab-3-Timeline.jpg)
Tab: Filing review ![Filing review tab](/shots/carrier/claims__id/tab-4-Filing-review.jpg)
Tab: Evidence ![Evidence tab](/shots/carrier/claims__id/tab-5-Evidence.jpg)
## What you can do - **Summary** - **Decision** - **Legal clocks** - **Timeline** - **Filing review** - **Evidence** - **Driver photos** - **Event trail** - **Acknowledge** - **Start Review** - **Approve** - **Reject** - **Submission** - **Eligibility review** - **Acceptance** - **Start eligibility review** ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/claims__id/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/claims__id/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/claims__id/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Activity details" description: "Relationships (CRM) \u00b7 /carrier-portal/crm/activities/:id" --- **Module:** Relationships (CRM) · **For:** Carrier users · **Page address:** `/carrier-portal/crm/activities/:id` ## How to get there Dashboard → Back ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Edit Activity | Any signed-in member | Manage also grants it | ## What this page tells you > Demo — synthetic · Note: receiver dock change > theoriginator · synthetic · non-authoritative — demo CRM activity. ![Activity details](/shots/carrier/crm__activities__id/page.jpg) ## What you see - Activity - Scheduling ## Tabs - **Overview** - **Related** - **Ownership & Audit**
Tab: Overview ![Overview tab](/shots/carrier/crm__activities__id/tab-0-Overview.jpg)
Tab: Related ![Related tab](/shots/carrier/crm__activities__id/tab-1-Related.jpg)
Tab: Ownership Audit ![Ownership Audit tab](/shots/carrier/crm__activities__id/tab-2-Ownership-Audit.jpg)
## What you can do - **Edit Activity** - **More actions** ## Loading, empty and error states
Error state ![error state](/shots/carrier/crm__activities__id/state-error.jpg)
Loading state ![loading state](/shots/carrier/crm__activities__id/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/crm__activities__id/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/crm__activities__id/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Edit activity" description: "Relationships (CRM) \u00b7 /carrier-portal/crm/activities/:id/edit" --- **Module:** Relationships (CRM) · **For:** Carrier users · **Page address:** `/carrier-portal/crm/activities/:id/edit` ## How to get there Dashboard → New activity ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Any signed-in member | Must be granted on its own (not part of Manage) | | Create activity | Any signed-in member | Manage also grants it | ![Edit activity](/shots/carrier/crm__activities__id__edit/page.jpg) ## What you see - Activity - Scheduling - Linked record - Activity card — Draft - New activity ## What you can do - **Cancel** - **Create activity** - **Hide preview** - **Subject** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Subject | Yes | textbox | `Follow-up call with Acme Logistics` | | Type | Yes | combobox | `Call` | | Outcome | No | combobox | `Select…` | | Call direction | No | combobox | `Select…` | | Next step | No | textbox | `Send revised rate on Friday` | | Description | No | textbox | `Details of this activity…` | | Due date | No | textbox | | | Duration | No | spinbutton | `60` | | Location | No | textbox | `Zoom, office, phone…` | | Completed | No | checkbox | | | Record type | No | combobox | `Not linked` | | Contact | No | textbox | `John Smith — Acme Logistics` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/crm__activities__id__edit/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/crm__activities__id__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/crm__activities__id__edit/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/crm__activities__id__edit/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Calendar & Events" description: "Relationships (CRM) \u00b7 /carrier-portal/crm/calendar" --- **Module:** Relationships (CRM) · **For:** Carrier users · **Page address:** `/carrier-portal/crm/calendar` ## How to get there Dashboard → Calendar ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Export .ics | Any signed-in member | Manage also grants it | | New Event | Any signed-in member | Manage also grants it | | Add event on September 27, 2026 | Any signed-in member | Manage also grants it | | Add event on September 28, 2026 | Any signed-in member | Manage also grants it | | Add event on September 29, 2026 | Any signed-in member | Manage also grants it | ![Calendar & Events](/shots/carrier/crm__calendar/page.jpg) ## What you see - Upcoming schedule ## Tabs - **Month** - **Week** - **Day**
Tab: Month ![Month tab](/shots/carrier/crm__calendar/tab-0-Month.jpg)
Tab: Week ![Week tab](/shots/carrier/crm__calendar/tab-1-Week.jpg)
Tab: Day ![Day tab](/shots/carrier/crm__calendar/tab-2-Day.jpg)
## What you can do - **Export .ics** - **New Event** - **Show today's events in the list** - **Show this week’s events in the list** - **Show meetings in the list** - **Show shipment events in the list** - **Show this week’s load milestones in the list** - **Calendar view** - **List view** - **Timeline view** - **Previous period** - **Next period** - **Today** - **Add event on September 27, 2026** - **Add event on September 28, 2026** - **Add event on September 29, 2026** ## Fields | Field | Required | Type | Example | |---|---|---|---| | CRM events 0 | No | switch | | | Appointments 0 | No | switch | | | Load milestones 32 | No | switch | | ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/crm__calendar/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/crm__calendar/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/crm__calendar/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Edit calendar" description: "Relationships (CRM) \u00b7 /carrier-portal/crm/calendar/:id/edit" --- **Module:** Relationships (CRM) · **For:** Carrier users · **Page address:** `/carrier-portal/crm/calendar/:id/edit` ## How to get there Dashboard → Edit Calendar ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Any signed-in member | Must be granted on its own (not part of Manage) | | Save all changes | Any signed-in member | Manage also grants it | ![Edit calendar](/shots/carrier/crm__calendar__id__edit/page.jpg) ## What you see - Event - Schedule - Repeat - Linked record - Description - Calendar event card — Editing - KB-Event 2610271159 ## What you can do - **Cancel** - **Save all changes** - **Hide preview** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Event title | Yes | textbox | `Quarterly rate review with Acme Logistic` | | Status | Yes | combobox | `Scheduled` | | Category | No | combobox | `No category` | | Location | No | combobox | | | Attendees | No | textbox | `Dana Ruiz, ops@acmelogistics.com` | | All day | No | checkbox | | | Reminder | No | combobox | `None` | | Start date | Yes | textbox | `2026-10-28` | | Start time | Yes | textbox | `10:00` | | End date | No | textbox | `2026-10-28` | | End time | No | textbox | `11:00` | | Frequency | No | combobox | `Does not repeat` | | Record type | No | combobox | `None (no linked record)` | | Linked record | No | combobox | `Select a record type first` | | Description | No | textbox | `Agenda, dial-in details, or context for ` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/crm__calendar__id__edit/state-dropdown-status.jpg)
Error state ![error state](/shots/carrier/crm__calendar__id__edit/state-error.jpg)
Loading state ![loading state](/shots/carrier/crm__calendar__id__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/crm__calendar__id__edit/state-popover-guide.jpg)
Last updated 2026-10-27 --- --- title: "Contacts Directory" description: "Relationships (CRM) \u00b7 /carrier-portal/crm/contacts" --- **Module:** Relationships (CRM) · **For:** Carrier users · **Page address:** `/carrier-portal/crm/contacts` ## How to get there Dashboard → Contacts ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Import | Any signed-in member | Manage also grants it | | Export | Any signed-in member | Manage also grants it | | Add Contact | Any signed-in member | Manage also grants it | | Export 17 rows to CSV | Any signed-in member | Manage also grants it | ![Contacts Directory](/shots/carrier/crm__contacts/page.jpg) ## What you see - Contacts ## Table columns Name · Company · Contact Info · Location · Type · Last Contact
Tab: First page ![First page tab](/shots/carrier/crm__contacts/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/crm__contacts/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/crm__contacts/tab-2-Page-1.jpg)
Tab: Page 2 ![Page 2 tab](/shots/carrier/crm__contacts/tab-3-Page-2.jpg)
Tab: Next page ![Next page tab](/shots/carrier/crm__contacts/tab-4-Next-page.jpg)
Tab: Last page 2 ![Last page 2 tab](/shots/carrier/crm__contacts/tab-5-Last-page-2-.jpg)
## What you can do - **Import** - **Export** - **How this works** - **Add Contact** - **Filters** - **Export 17 rows to CSV** - **Name** - **Company** - **Contact info** - **Location** - **Type** - **Last contact** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Type | No | combobox | `Any type` | | Starred | No | combobox | `Any starred` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/crm__contacts/state-dropdown-status.jpg)
Empty state ![empty state](/shots/carrier/crm__contacts/state-empty.jpg)
Error state ![error state](/shots/carrier/crm__contacts/state-error.jpg)
Loading state ![loading state](/shots/carrier/crm__contacts/state-loading.jpg)
Last updated 2026-10-27 --- --- title: "Contact details" description: "Relationships (CRM) \u00b7 /carrier-portal/crm/contacts/:id" --- **Module:** Relationships (CRM) · **For:** Carrier users · **Page address:** `/carrier-portal/crm/contacts/:id` ## How to get there Dashboard → Demo — synthetic · Marcus Bell ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Edit Contact | Any signed-in member | Manage also grants it | ## What this page tells you > theoriginator · synthetic · non-authoritative — demo CRM contact, never authoritative. ![Contact details](/shots/carrier/crm__contacts__id/page.jpg) ## What you see - Identity - Company & Location - Communication - Pipeline & Engagement - Tags & Notes ## Tabs - **Overview** - **Interactions** - **Extended Profile** - **Documents** - **Audit**
Tab: Overview ![Overview tab](/shots/carrier/crm__contacts__id/tab-0-Overview.jpg)
Tab: Interactions ![Interactions tab](/shots/carrier/crm__contacts__id/tab-1-Interactions.jpg)
Tab: Extended Profile ![Extended Profile tab](/shots/carrier/crm__contacts__id/tab-2-Extended-Profile.jpg)
Tab: Documents ![Documents tab](/shots/carrier/crm__contacts__id/tab-3-Documents.jpg)
Tab: Audit ![Audit tab](/shots/carrier/crm__contacts__id/tab-4-Audit.jpg)
## What you can do - **Job title** - **Buying role** - **A complete address** - **Consent decision recorded** - **Broker license number** - **Broker license document** - **Bond certificate** - **Edit Contact** - **More actions** ## Loading, empty and error states
Error state ![error state](/shots/carrier/crm__contacts__id/state-error.jpg)
Loading state ![loading state](/shots/carrier/crm__contacts__id/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/crm__contacts__id/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/crm__contacts__id/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Edit contact" description: "Relationships (CRM) \u00b7 /carrier-portal/crm/contacts/:id/edit" --- **Module:** Relationships (CRM) · **For:** Carrier users · **Page address:** `/carrier-portal/crm/contacts/:id/edit` ## How to get there Dashboard → Demo — synthetic · Marcus Bell → Edit Contact ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Any signed-in member | Must be granted on its own (not part of Manage) | | Save all changes | Any signed-in member | Manage also grants it | | Upload document | Any signed-in member | Manage also grants it | | Edit notes | Any signed-in member | Manage also grants it | ## What this page tells you > PDF or image, up to 25 MB. Real files, real expiry tracking — never a placeholder. > Upload a W-9, COI, or authority letter to get started. ![Edit contact](/shots/carrier/crm__contacts__id__edit/page.jpg) ## What you see - Identity & role - Company & account - Communication - Billing address - Work address - Pipeline & rating - Compliance & consent - Logistics profile - Compliance documents - Notes - Contact card — Editing - Demo — synthetic · Marcus Bell ## What you can do - **Cancel** - **Save all changes** - **Hide preview** - **Show Logistics profile** - **Upload document** - **Choose File** - **Edit notes** - **Hide Notes** - **Job title** - **Buying role** - **Billing street** - **Billing city** - **Billing state** - **Billing ZIP / postal code** - **+1 more — Broker license number** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Full name | Yes | textbox | `Dana Whitcomb` | | Salutation | No | combobox | `Select…` | | Preferred name | No | textbox | | | Job title | Yes | textbox | `Shipping manager` | | Department | No | textbox | | | Contact type | Yes | combobox | `Vendor` | | Buying role | Yes | combobox | `Select…` | | Company | Yes | textbox | `Acme Foods` | | Account owner | No | textbox | | | Stage | No | combobox | `Select…` | | Status | Yes | combobox | `Active` | | Account link | No | textbox | `CUST-ACME` | | Website | No | textbox | `https://acme-foods.com` | | Industry | No | combobox | `Select…` | | Location | No | textbox | `Dallas, TX` | | Tags | No | textbox | `Key account, Reefer` | | Email | Yes | textbox | `shipping@acme-foods.com` | | Alternate email | No | textbox | | | LinkedIn | No | textbox | | | Phone | Yes | textbox | `(312) 555-0142` | | Ext. | No | textbox | | | Mobile | No | textbox | | | Preferred contact | No | combobox | `Select…` | | Language | No | combobox | `Select…` | | Timezone | No | combobox | `Select…` | | Do not call | No | checkbox | | | Email opt-in | No | checkbox | | | Street address | Yes | textbox | `4400 Meacham Blvd` | | Country | No | combobox | `Select…` | | City | Yes | textbox | `Fort Worth` | | State | Yes | combobox | `Select…` | | ZIP | Yes | textbox | `76106` | | Lead source | No | combobox | `Select source` | | Rating | No | combobox | `Select…` | | Total value | No | textbox | `6750.00` | | Last contact | No | textbox | `2026-07-20` | | Starred | No | checkbox | | | Consent given | No | checkbox | | | Consent date | No | textbox | | | Document type to upload | No | combobox | `Certificate of Insurance` | ## When there is nothing to show - "No documents yet" ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/crm__contacts__id__edit/state-dropdown-status.jpg)
Error state ![error state](/shots/carrier/crm__contacts__id__edit/state-error.jpg)
Loading state ![loading state](/shots/carrier/crm__contacts__id__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/crm__contacts__id__edit/state-popover-guide.jpg)
Last updated 2026-10-27 --- --- title: "Email" description: "Relationships (CRM) \u00b7 /carrier-portal/crm/email" --- **Module:** Relationships (CRM) · **For:** Carrier users · **Page address:** `/carrier-portal/crm/email` ## How to get there Dashboard → Email ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Configure SMTP | Any signed-in member | Manage also grants it | | Archive | Any signed-in member | Must be granted on its own (not part of Manage) | | Dispatch update | Any signed-in member | Manage also grants it | ![Email](/shots/carrier/crm__email/page.jpg) ## What you see - Folders - Conversations ## Table columns From · Star · Status · Subject · Labels · Received
Tab: Inbox15 ![Inbox15 tab](/shots/carrier/crm__email/tab-0-Inbox15.jpg)
Tab: Sent3 ![Sent3 tab](/shots/carrier/crm__email/tab-1-Sent3.jpg)
Tab: Last page 2 ![Last page 2 tab](/shots/carrier/crm__email/tab-10-Last-page-2-.jpg)
Tab: Starred6 ![Starred6 tab](/shots/carrier/crm__email/tab-2-Starred6.jpg)
Tab: Drafts ![Drafts tab](/shots/carrier/crm__email/tab-3-Drafts.jpg)
Tab: Archive ![Archive tab](/shots/carrier/crm__email/tab-4-Archive.jpg)
## What you can do - **Compose** - **Show inbox** - **Show sent** - **Show starred** - **Show drafts** - **Configure SMTP** - **Inbox 15** - **Sent 3** - **Starred 6** - **Drafts** - **Archive** - **Dispatch update** - **Eld alert** - **Factoring notice** - **Rate confirmation** - **Synthetic** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Read status | No | combobox | `Any read status` | | Received | No | combobox | `Any received` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/crm__email/state-dropdown-status.jpg)
Empty state ![empty state](/shots/carrier/crm__email/state-empty.jpg)
Error state ![error state](/shots/carrier/crm__email/state-error.jpg)
Loading state ![loading state](/shots/carrier/crm__email/state-loading.jpg)
Last updated 2026-10-27 --- --- title: "Leads Management" description: "Relationships (CRM) \u00b7 /carrier-portal/crm/leads" --- **Module:** Relationships (CRM) · **For:** Carrier users · **Page address:** `/carrier-portal/crm/leads` ## How to get there Dashboard → Leads ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Import | Any signed-in member | Manage also grants it | | Export page | Any signed-in member | Manage also grants it | | Add Lead | Any signed-in member | Manage also grants it | | Export 10 rows to CSV | Any signed-in member | Manage also grants it | ![Leads Management](/shots/carrier/crm__leads/page.jpg) ## What you see - Leads ## Table columns Company · Contact · Location · Status · Rating · Value · Score · Last Contact · Next Follow-Up · Owner
Tab: First page ![First page tab](/shots/carrier/crm__leads/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/crm__leads/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/crm__leads/tab-2-Page-1.jpg)
Tab: Page 2 ![Page 2 tab](/shots/carrier/crm__leads/tab-3-Page-2.jpg)
Tab: Next page ![Next page tab](/shots/carrier/crm__leads/tab-4-Next-page.jpg)
Tab: Last page 2 ![Last page 2 tab](/shots/carrier/crm__leads/tab-5-Last-page-2-.jpg)
## What you can do - **Import** - **Export page** - **Add Lead** - **Total Leads 15** - **Hot Leads 5** - **Qualified Leads 3** - **Conversion 20%** - **Filters** - **Export 10 rows to CSV** - **Company** - **Contact** - **Location** - **Status** - **Rating** - **Value** - **Score** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Status | No | combobox | `Any status` | | Rating | No | combobox | `Any rating` | ## Loading, empty and error states
Empty state ![empty state](/shots/carrier/crm__leads/state-empty.jpg)
Error state ![error state](/shots/carrier/crm__leads/state-error.jpg)
Loading state ![loading state](/shots/carrier/crm__leads/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/crm__leads/state-popover-guide.jpg)
Last updated 2026-10-27 --- --- title: "Lead details" description: "Relationships (CRM) \u00b7 /carrier-portal/crm/leads/:id" --- **Module:** Relationships (CRM) · **For:** Carrier users · **Page address:** `/carrier-portal/crm/leads/:id` ## How to get there Dashboard → Demo — synthetic · Tyler Brooks ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Edit Lead | Any signed-in member | Manage also grants it | | Log Activity | Any signed-in member | Manage also grants it | ## What this page tells you > Not a valid US number. Edit the lead to correct it > Calls, meetings, emails, tasks and notes logged against this lead. ![Lead details](/shots/carrier/crm__leads__id/page.jpg) ## What you see - Lead Identity - Qualification - Freight profile - Activity history ## Tabs - **Overview** - **Follow-up** - **Ownership & Notes**
Tab: Overview ![Overview tab](/shots/carrier/crm__leads__id/tab-0-Overview.jpg)
Tab: Follow up ![Follow up tab](/shots/carrier/crm__leads__id/tab-1-Follow-up.jpg)
Tab: Ownership Notes ![Ownership Notes tab](/shots/carrier/crm__leads__id/tab-2-Ownership-Notes.jpg)
## What you can do - **Edit Lead** - **Convert to Contact** - **Convert to Opportunity** - **More actions** - **Log Activity** ## When there is nothing to show - "No activities logged for this lead yet." ## Loading, empty and error states
Error state ![error state](/shots/carrier/crm__leads__id/state-error.jpg)
Loading state ![loading state](/shots/carrier/crm__leads__id/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/crm__leads__id/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/crm__leads__id/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Edit lead" description: "Relationships (CRM) \u00b7 /carrier-portal/crm/leads/:id/edit" --- **Module:** Relationships (CRM) · **For:** Carrier users · **Page address:** `/carrier-portal/crm/leads/:id/edit` ## How to get there Dashboard → Demo — synthetic · Tyler Brooks → Edit Lead ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Any signed-in member | Must be granted on its own (not part of Manage) | | Save all changes | Any signed-in member | Manage also grants it | | Edit notes | Any signed-in member | Manage also grants it | ## What this page tells you > On file: 555-0201, not a valid US phone number. Enter 10 digits to replace it ![Edit lead](/shots/carrier/crm__leads__id__edit/page.jpg) ## What you see - Lead - Qualification - Freight profile - Follow-up - Ownership - Notes - Lead card — Editing - Demo — synthetic · Tyler Brooks ## What you can do - **Cancel** - **Save all changes** - **Hide preview** - **Edit notes** - **Hide Notes** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Contact name | Yes | textbox | `Michael Thompson` | | Company | Yes | textbox | `TechCorp Industries` | | Email | No | textbox | `michael@techcorp.com` | | Phone | No | textbox | `+1 (555) 111-2222` | | Location | No | combobox | `Denver, CO` | | Status | Yes | combobox | `New` | | Rating | No | combobox | `Warm` | | Source | Yes | combobox | `Referral` | | Lead score | No | spinbutton | `38` | | Estimated value | No | textbox | `35000` | | MC number | No | textbox | | | DOT number | No | textbox | | | Customer type | No | combobox | `Select…` | | Expected loads / month | No | spinbutton | | | Preferred lanes | No | textbox | | | Equipment types | No | combobox | `Add…` | | Last contact | No | textbox | `2026-07-18` | | Next follow-up | No | textbox | `2026-07-24` | | Owner | No | combobox | `Unassigned` | ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/crm__leads__id__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/crm__leads__id__edit/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/crm__leads__id__edit/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Opportunities" description: "Relationships (CRM) \u00b7 /carrier-portal/crm/opportunities" --- **Module:** Relationships (CRM) · **For:** Carrier users · **Page address:** `/carrier-portal/crm/opportunities` ## How to get there Dashboard → Opportunities ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | New | Any signed-in member | Manage also grants it | | Export 8 rows to CSV | Any signed-in member | Manage also grants it | ![Opportunities](/shots/carrier/crm__opportunities/page.jpg) ## What you see - Lost-reason breakdown - Opportunities ## Table columns Opportunity · Contact · Value · Probability · Stage · Expected Close · Owner · Updated
Tab: First page ![First page tab](/shots/carrier/crm__opportunities/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/crm__opportunities/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/crm__opportunities/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/crm__opportunities/tab-3-Next-page.jpg)
Tab: Last page 1 ![Last page 1 tab](/shots/carrier/crm__opportunities/tab-4-Last-page-1-.jpg)
## What you can do - **New** - **Filters** - **Export 8 rows to CSV** - **Opportunity** - **Contact** - **Value** - **Probability** - **Stage** - **Expected close** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Stage | No | combobox | `Any stage` | ## Loading, empty and error states
Empty state ![empty state](/shots/carrier/crm__opportunities/state-empty.jpg)
Error state ![error state](/shots/carrier/crm__opportunities/state-error.jpg)
Loading state ![loading state](/shots/carrier/crm__opportunities/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/crm__opportunities/state-popover-guide.jpg)
Last updated 2026-10-27 --- --- title: "Opportunity details" description: "Relationships (CRM) \u00b7 /carrier-portal/crm/opportunities/:id" --- **Module:** Relationships (CRM) · **For:** Carrier users · **Page address:** `/carrier-portal/crm/opportunities/:id` ## How to get there Dashboard → Demo — synthetic · Flatbed Steel Haul Agreement ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Edit Opportunity | Any signed-in member | Manage also grants it | | Log Activity | Any signed-in member | Manage also grants it | ## What this page tells you > Demo — synthetic · Flatbed Steel Haul Agreement > theoriginator · synthetic · non-authoritative — demo freight opportunity. > Calls, meetings, emails, tasks and notes logged against this opportunity. ![Opportunity details](/shots/carrier/crm__opportunities__id/page.jpg) ## What you see - Opportunity Basics - Ownership & Activity - Notes - Activity history ## Tabs - **Overview** - **Pipeline** - **Loads** - **Logistics & Contract** - **Audit**
Tab: Overview ![Overview tab](/shots/carrier/crm__opportunities__id/tab-0-Overview.jpg)
Tab: Pipeline ![Pipeline tab](/shots/carrier/crm__opportunities__id/tab-1-Pipeline.jpg)
Tab: Loads ![Loads tab](/shots/carrier/crm__opportunities__id/tab-2-Loads.jpg)
Tab: Logistics Contract ![Logistics Contract tab](/shots/carrier/crm__opportunities__id/tab-3-Logistics-Contract.jpg)
Tab: Audit ![Audit tab](/shots/carrier/crm__opportunities__id/tab-4-Audit.jpg)
## What you can do - **Edit Opportunity** - **More actions** - **Log Activity** ## When there is nothing to show - "No activities logged for this opportunity yet." ## Loading, empty and error states
Error state ![error state](/shots/carrier/crm__opportunities__id/state-error.jpg)
Loading state ![loading state](/shots/carrier/crm__opportunities__id/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/crm__opportunities__id/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/crm__opportunities__id/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Edit opportunity" description: "Relationships (CRM) \u00b7 /carrier-portal/crm/opportunities/:id/edit" --- **Module:** Relationships (CRM) · **For:** Carrier users · **Page address:** `/carrier-portal/crm/opportunities/:id/edit` ## How to get there Dashboard → Demo — synthetic · Flatbed Steel Haul Agreement → Edit Opportunity ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ## What this page tells you > Closed Won opportunities can't be edited. ![Edit opportunity](/shots/carrier/crm__opportunities__id__edit/page.jpg) ## What you see - This opportunity is closed ## What you can do - **Back to the opportunity** - **Back to Opportunities** ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/crm__opportunities__id__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/crm__opportunities__id__edit/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/crm__opportunities__id__edit/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "CRM Overview" description: "Relationships (CRM) \u00b7 /carrier-portal/crm/overview" --- **Module:** Relationships (CRM) · **For:** Carrier users · **Page address:** `/carrier-portal/crm/overview` ## How to get there Dashboard → Overview ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Export | Any signed-in member | Manage also grants it | ## What this page tells you > Activities logged per day, from the latest 50 read. > Calls, emails and meetings appear here as they are logged. Widen the range, or log the first one. ![CRM Overview](/shots/carrier/crm__overview/page.jpg) ## What you see - Sales pipeline - Activity trend - No activity logged in this window - Jump to - Contact book ## Table columns Category · Opportunities · Prospecting · $45,000 · Qualification · $300,000 · Proposal · $32,000 · Negotiation · $238,000 · Closed Won · $210,000 · Category · Open Value · Share · Prospecting · Qualification · Proposal · Negotiation · Category · Contacts · Share · Active · Inactive · Segment · Value · Share · Customer · Vendor · Owner Operator · Carrier · Category · Leads · Referral · Linkedin · Cold Call · Website · Trade Show · Member · Leads · Share · New · Qualified · Activity · Contact · Due · Lead · Status · Follow Up · Opportunity · Value · Expected · Name · Company · Email · Phone · Status · Last Activity
Tab: First page ![First page tab](/shots/carrier/crm__overview/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/crm__overview/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/crm__overview/tab-2-Page-1.jpg)
Tab: Page 2 ![Page 2 tab](/shots/carrier/crm__overview/tab-3-Page-2.jpg)
Tab: Next page ![Next page tab](/shots/carrier/crm__overview/tab-4-Next-page.jpg)
Tab: Last page 2 ![Last page 2 tab](/shots/carrier/crm__overview/tab-5-Last-page-2-.jpg)
## What you can do - **Export** - **Refresh** - **How this works** - **Total Contacts** - **Total Leads** - **Pipeline Value** - **Revenue Won** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Activity trend range | No | combobox | `Last 30 days` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/crm__overview/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/crm__overview/state-loading.jpg)
Tooltip state ![tooltip state](/shots/carrier/crm__overview/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Projects Management" description: "Relationships (CRM) \u00b7 /carrier-portal/crm/projects" --- **Module:** Relationships (CRM) · **For:** Carrier users · **Page address:** `/carrier-portal/crm/projects` ## How to get there Dashboard → Projects ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Export | Any signed-in member | Manage also grants it | | New Project | Any signed-in member | Manage also grants it | | Export 6 rows to CSV | Any signed-in member | Manage also grants it | ![Projects Management](/shots/carrier/crm__projects/page.jpg) ## What you see - Projects ## Table columns Project · Client · Status · Priority · Progress · Timeline · Budget · Team
Tab: First page ![First page tab](/shots/carrier/crm__projects/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/crm__projects/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/crm__projects/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/crm__projects/tab-3-Next-page.jpg)
Tab: Last page 1 ![Last page 1 tab](/shots/carrier/crm__projects/tab-4-Last-page-1-.jpg)
## What you can do - **Export** - **How this works** - **New Project** - **Filters** - **Export 6 rows to CSV** - **Project** - **Client** - **Status** - **Priority** - **Progress** - **Timeline** - **Budget** - **Team** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Status | No | combobox | `Any status` | ## Loading, empty and error states
Empty state ![empty state](/shots/carrier/crm__projects/state-empty.jpg)
Loading state ![loading state](/shots/carrier/crm__projects/state-loading.jpg)
Rowmenu state ![rowmenu state](/shots/carrier/crm__projects/state-rowmenu.jpg)
Tooltip state ![tooltip state](/shots/carrier/crm__projects/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Project details" description: "Relationships (CRM) \u00b7 /carrier-portal/crm/projects/:id" --- **Module:** Relationships (CRM) · **For:** Carrier users · **Page address:** `/carrier-portal/crm/projects/:id` ## How to get there Dashboard → Demo — synthetic · Carrier Onboarding Automation ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Edit Project | Any signed-in member | Manage also grants it | ## What this page tells you > Demo — synthetic · Carrier Onboarding Automation > theoriginator · synthetic · non-authoritative — demo CRM project. > 2 members are saved on this project — this lists what was saved here, not everyone with access to it. ![Project details](/shots/carrier/crm__projects__id/page.jpg) ## What you see - Project Basics - Team & Ownership ## Tabs - **Overview** - **Loads** - **Timeline & Status** - **Budget** - **Documents** - **Audit**
Tab: Overview ![Overview tab](/shots/carrier/crm__projects__id/tab-0-Overview.jpg)
Tab: Loads ![Loads tab](/shots/carrier/crm__projects__id/tab-1-Loads.jpg)
Tab: Timeline Status ![Timeline Status tab](/shots/carrier/crm__projects__id/tab-2-Timeline-Status.jpg)
Tab: Budget ![Budget tab](/shots/carrier/crm__projects__id/tab-3-Budget.jpg)
Tab: Documents ![Documents tab](/shots/carrier/crm__projects__id/tab-4-Documents.jpg)
Tab: Audit ![Audit tab](/shots/carrier/crm__projects__id/tab-5-Audit.jpg)
## What you can do - **Edit Project** - **More actions** ## When there is nothing to show - "Load progress 0% No loads linked yet" ## Loading, empty and error states
Error state ![error state](/shots/carrier/crm__projects__id/state-error.jpg)
Loading state ![loading state](/shots/carrier/crm__projects__id/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/crm__projects__id/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/crm__projects__id/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Edit project" description: "Relationships (CRM) \u00b7 /carrier-portal/crm/projects/:id/edit" --- **Module:** Relationships (CRM) · **For:** Carrier users · **Page address:** `/carrier-portal/crm/projects/:id/edit` ## How to get there Dashboard → Demo — synthetic · Carrier Onboarding Automation → Edit Project ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Any signed-in member | Must be granted on its own (not part of Manage) | | Save all changes | Any signed-in member | Manage also grants it | | Remove Demo — synthetic · Rachel Coleman | Any signed-in member | Must be granted on its own (not part of Manage) | | Remove Demo — synthetic · Marcus Reyes | Any signed-in member | Must be granted on its own (not part of Manage) | | Upload document | Any signed-in member | Manage also grants it | ## What this page tells you > Not rolled up from invoices, bills or loads yet > PDF or image, up to 25 MB. Real files, never a placeholder. > Upload a SOW, contract, or proposal to get started. ![Edit project](/shots/carrier/crm__projects__id__edit/page.jpg) ## What you see - Project - Client & ownership - Schedule - Budget - Commercial terms - Documents - Project card — Editing - Demo — synthetic · Carrier Onboarding Automation ## What you can do - **Cancel** - **Save all changes** - **Hide preview** - **Clear selection** - **Remove Demo — synthetic · Rachel Coleman** - **Remove Demo — synthetic · Marcus Reyes** - **Upload document** - **Choose File** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Project name | Yes | textbox | `Fleet Modernization Program` | | Status | Yes | combobox | `Planning` | | Priority | Yes | combobox | `Low` | | Progress | No | textbox | `—` | | Description | No | textbox | `Scope, objectives and what done looks li` | | Client | Yes | combobox | `Cascade Retail Group (Demo)` | | Project owner | No | combobox | `Demo — synthetic · Program Lead` | | Team members | No | combobox | `2 selected` | | Start date | No | textbox | `2026-06-27` | | End date | No | textbox | `2026-08-31` | | Budget | No | textbox | `250000.00` | | Spent | No | textbox | `— (spend not tracked)` | | Contract number | No | textbox | | | PO number | No | textbox | | | Rate per load | No | textbox | | | Rate currency | No | combobox | `USD — US Dollar` | | Expected volume (loads) | No | spinbutton | | | Lanes | No | textbox | | | Equipment types | No | combobox | `Add…` | | Document type to upload | No | combobox | `Statement of Work` | ## When there is nothing to show - "No documents yet" ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/crm__projects__id__edit/state-dropdown-status.jpg)
Error state ![error state](/shots/carrier/crm__projects__id__edit/state-error.jpg)
Loading state ![loading state](/shots/carrier/crm__projects__id__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/crm__projects__id__edit/state-popover-guide.jpg)
Last updated 2026-10-27 --- --- title: "Dispatch Board" description: "Dispatch \u00b7 /carrier-portal/dispatch/board" --- **Module:** Dispatch · **For:** Carrier users · **Page address:** `/carrier-portal/dispatch/board` ## How to get there Dispatch → Dispatch Board ## Who can use this page Needs: **View** permission on the **Dispatch** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ## What this page tells you > Dispatch · Switch the view, narrow by status, and pull the latest board state. Counts are live tallies of the loads actually fetched. > Board · Every load on the board in its workflow-status column. Exceptions are a first-class column, not a filter. > No pickup recorded · No proof of delivery on file ![Dispatch Board](/shots/carrier/dispatch__board/page.jpg) ## What you see - Board control - Kanban ## Tabs - **Kanban 11** - **Timeline 11** - **Map 1**
Tab: Kanban11 ![Kanban11 tab](/shots/carrier/dispatch__board/tab-0-Kanban11.jpg)
Tab: Timeline11 ![Timeline11 tab](/shots/carrier/dispatch__board/tab-1-Timeline11.jpg)
Tab: Map1 ![Map1 tab](/shots/carrier/dispatch__board/tab-2-Map1.jpg)
## What you can do - **Refresh** - **DEMO-SEEDCO-MTL-QC Delivered · needs check No pickup recorded · No proof of delivery on file Burlington, VT → Portland, ME Dry Van 53' Pu Jul 2, 2026 Del Jul 3, 2026 [Weather delay]** - **LD-00003 from Seed Shipper Inc Awaiting Dispatch Dallas, TX → Houston, TX Dry Van 53' Pu Oct 27, 2026 Del Oct 28, 2026** - **LD-00002 from Seed Shipper Inc Awaiting Dispatch Dallas, TX → Houston, TX Dry Van 53' Pu Oct 28, 2026 Del Oct 29, 2026** - **LD-00001 from Seed Shipper Inc Awaiting Dispatch Dallas, TX → Houston, TX Dry Van 53' Pu Oct 27, 2026 Del Oct 28, 2026** - **SHP-2026-000004 Awaiting Dispatch Seattle, WA → Portland, OR Dry Van 53' Pu Jul 16, 2026 Del Jul 19, 2026** - **SHP-2026-000003 Awaiting Dispatch Chicago, IL → Denver, CO Dry Van 53' Pu Jul 14, 2026 Del Jul 17, 2026** - **SHP-2026-000055 Awaiting Dispatch Kansas City, MO → Denver, CO Step Deck / Drop Deck Pu Jul 14, 2026 Del Jul 31, 2026** - **DEMO-COVERED-001 Driver Assigned Los Angeles, CA → San Francisco, CA Dry Van 53' Owner Operator (self) Pu Jul 5, 2026 Del Jul 6, 2026** - **SEED-L-003 Driver Assigned Cleveland, OH → Fort Wayne, IN Flatbed 48' Test Driver456 Pu Jul 6, 2026 Del Jul 8, 2026** - **SEED-L-001 In Transit Detroit, MI → Syracuse, NY Dry Van 53' Owner Operator (self) Pu Jul 7, 2026 Del Jul 9, 2026** - **DEMO-XPORTAL-001 Delivered · needs check No pickup recorded · No proof of delivery on file Detroit, MI → Burlington, VT Dry Van 53' Test Driver Pu Jul 3, 2026 Del Jul 4, 2026** ## When there is nothing to show - "- button "DEMO-SEEDCO-MTL-QC Delivered · needs check No pickup recorded · No proof of delivery on file Burlington, VT → Portland, ME Dry Van 53' Pu Jul 2, 2026 Del Jul 3, 2026 [Weather delay]":" - "No pickup recorded · No proof of delivery on file" - "- button "DEMO-XPORTAL-001 Delivered · needs check No pickup recorded · No proof of delivery on file Detroit, MI → Burlington, VT Dry Van 53' Test Driver Pu Jul 3, 2026 Del Jul 4, 2026":" ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/dispatch__board/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/dispatch__board/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/dispatch__board/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Owner-Operator Loads" description: "Dispatch \u00b7 /carrier-portal/dispatch/owner-operator-loads" --- **Module:** Dispatch · **For:** Carrier users · **Page address:** `/carrier-portal/dispatch/owner-operator-loads` ## How to get there Dispatch → Owner-Operator Loads ## Who can use this page Needs: **View** permission on the **Dispatch** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Export 0 rows to CSV | Export on Dispatch | Manage also grants it | ## What this page tells you > A load appears here once an owner-operator accepts your offer. ![Owner-Operator Loads](/shots/carrier/dispatch__owner-operator-loads/page.jpg) ## What you see - Owner-operator loads ## Table columns Load · Owner-Operator · Route · Commodity · Equipment · Pickup · Delivery · Rate · Offer Status · Offered · Responded ## Tabs - **Accepted 0** - **Pending 0**
Tab: Accepted0 ![Accepted0 tab](/shots/carrier/dispatch__owner-operator-loads/tab-0-Accepted0.jpg)
Tab: Pending0 ![Pending0 tab](/shots/carrier/dispatch__owner-operator-loads/tab-1-Pending0.jpg)
Tab: First page ![First page tab](/shots/carrier/dispatch__owner-operator-loads/tab-2-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/dispatch__owner-operator-loads/tab-3-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/dispatch__owner-operator-loads/tab-4-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/dispatch__owner-operator-loads/tab-5-Next-page.jpg)
## What you can do - **Refresh** - **Filters** - **Export 0 rows to CSV** - **Load** - **Owner-Operator** - **Route** - **Commodity** - **Equipment** - **Pickup** - **Delivery** - **Rate** - **Offer Status** - **Offered** - **Responded** - **Rows per page — currently 20** ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/dispatch__owner-operator-loads/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/dispatch__owner-operator-loads/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/dispatch__owner-operator-loads/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Documents" description: "Documents \u00b7 /carrier-portal/documents" --- **Module:** Documents · **For:** Carrier users · **Page address:** `/carrier-portal/documents` ## How to get there Dashboard → Documents ## Who can use this page Needs: **View** permission on the **Documents** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Upload | Upload on Documents | Manage also grants it | ## What this page tells you > Live counts of the document type stored on each row. The seven most common kinds are charted; anything rarer rolls up as “Other kinds”. > Other: 30; Proof of Delivery (POD): 4; Bill of Lading (BOL): 1 > Lifecycle and sharing are the stored flags on each document — no derivation. ![Documents](/shots/carrier/documents/page.jpg) ## What you see - Library by document type - Library mix - Files & linkage - Needs attention - Recent documents ## What you can do - **Upload** - **Total Documents** ## Loading, empty and error states
Empty state ![empty state](/shots/carrier/documents/state-empty.jpg)
Loading state ![loading state](/shots/carrier/documents/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/documents/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/documents/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Document details" description: "Documents \u00b7 /carrier-portal/documents/:id" --- **Module:** Documents · **For:** Carrier users · **Page address:** `/carrier-portal/documents/:id` ## How to get there Documents → All Documents ## Who can use this page Needs: **View** permission on the **Documents** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Upload Documents | Upload on Documents | Manage also grants it | | Export 35 rows to CSV | Export on Documents | Manage also grants it | ![Document details](/shots/carrier/documents__id/page.jpg) ## What you see - Documents ## Table columns Document · Type · Status · Shipment · Expires · Size · Uploaded · Uploaded By
Tab: First page ![First page tab](/shots/carrier/documents__id/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/documents__id/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/documents__id/tab-2-Page-1.jpg)
Tab: Page 2 ![Page 2 tab](/shots/carrier/documents__id/tab-3-Page-2.jpg)
Tab: Page 3 ![Page 3 tab](/shots/carrier/documents__id/tab-4-Page-3.jpg)
Tab: Page 4 ![Page 4 tab](/shots/carrier/documents__id/tab-5-Page-4.jpg)
## What you can do - **Refresh** - **Upload Documents** - **Show all documents** - **Show documents expiring soon** - **Show active documents** - **Show documents linked to a shipment** - **Filters** - **Export 35 rows to CSV** - **Document** - **Type** - **Status** - **Shipment** - **Expires** - **Size** - **Uploaded** - **Uploaded By** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Document type | No | combobox | `Any document type` | | Status | No | combobox | `Any status` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/documents__id/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/documents__id/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/documents__id/state-popover-guide.jpg)
Rowmenu state ![rowmenu state](/shots/carrier/documents__id/state-rowmenu.jpg)
Last updated 2026-10-27 --- --- title: "Edit document" description: "Documents \u00b7 /carrier-portal/documents/:id/edit" --- **Module:** Documents · **For:** Carrier users · **Page address:** `/carrier-portal/documents/:id/edit` ## How to get there Documents → All Documents → (a record) → Edit Document ## Who can use this page Needs: **Edit** permission on the **Documents** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on Documents | Enforced in the app: hidden or disabled without it | | Save all changes | Edit on Documents | Enforced in the app: hidden or disabled without it | | Edit description | Edit on Documents | Enforced in the app: hidden or disabled without it | ![Edit document](/shots/carrier/documents__id__edit/page.jpg) ## What you see - File - Organisation - Associations - Stored file - Description - Document card — Editing - Owner-Operator W-9 (2024) qw2 ## What you can do - **Cancel** - **Save all changes** - **Hide preview** - **Clear selection** - **Preview** - **Edit description** - **Show Description** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Document name | Yes | textbox | `Rate confirmation — Load 4821` | | Document type | Yes | combobox | `Other` | | Category | No | combobox | `Financial` | | Status | Yes | combobox | `Archived` | | Issued date | No | textbox | | | Expiry date | No | textbox | | | Policy number | No | textbox | `CA-4471903` | | Reference number | No | textbox | `COI-2026-0114` | | Tags | No | textbox | `Compliance, Insurance` | | Starred | No | checkbox | | | Shared | No | checkbox | | ## When there is nothing to show - "No description yet" ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/documents__id__edit/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/documents__id__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/documents__id__edit/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/documents__id__edit/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "All Documents" description: "Documents \u00b7 /carrier-portal/documents/all" --- **Module:** Documents · **For:** Carrier users · **Page address:** `/carrier-portal/documents/all` ## How to get there Documents → All Documents ## Who can use this page Needs: **View** permission on the **Documents** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Upload Documents | Upload on Documents | Manage also grants it | | Export 0 rows to CSV | Export on Documents | Manage also grants it | ## What this page tells you > Upload your first BOL, POD or invoice and it’ll show up here. ![All Documents](/shots/carrier/documents__all/page.jpg) ## What you see - Documents ## Table columns Document · Type · Status · Shipment · Expires · Size · Uploaded · Uploaded By
Tab: First page ![First page tab](/shots/carrier/documents__all/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/documents__all/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/documents__all/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/documents__all/tab-3-Next-page.jpg)
Tab: Last page 1 ![Last page 1 tab](/shots/carrier/documents__all/tab-4-Last-page-1-.jpg)
## What you can do - **Refresh** - **Upload Documents** - **Show all documents** - **Show documents expiring soon** - **Show active documents** - **Show documents linked to a shipment** - **Filters** - **Export 0 rows to CSV** - **Document** - **Type** - **Status** - **Shipment** - **Expires** - **Size** - **Uploaded** - **Uploaded By** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Document type | No | combobox | `Any document type` | | Status | No | combobox | `Any status` | ## When there is nothing to show - "- row "No documents yet Upload your first BOL, POD or invoice and it’ll show up here.":" - "- cell "No documents yet Upload your first BOL, POD or invoice and it’ll show up here.":" - "No documents yet" ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/documents__all/state-dropdown-status.jpg)
Empty state ![empty state](/shots/carrier/documents__all/state-empty.jpg)
Error state ![error state](/shots/carrier/documents__all/state-error.jpg)
Loading state ![loading state](/shots/carrier/documents__all/state-loading.jpg)
Last updated 2026-10-27 --- --- title: "Delivery Proofs" description: "Documents \u00b7 /carrier-portal/documents/deliveries" --- **Module:** Documents · **For:** Carrier users · **Page address:** `/carrier-portal/documents/deliveries` ## How to get there Documents → Delivery Proofs ## Who can use this page Needs: **View** permission on the **Documents** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Upload | Upload on Documents | Manage also grants it | | Export 0 rows to CSV | Export on Documents | Manage also grants it | ## What this page tells you > Proof of delivery submitted by your drivers for loads assigned to your fleet. Signature and photo files aren’t downloadable here yet — the record below is the delivery evidence (receiver, date, exceptions). ![Delivery Proofs](/shots/carrier/documents__deliveries/page.jpg) ## What you see - Proof of delivery ## Table columns Load · Lane · Driver · Received By · Exceptions · Photos · Delivered
Tab: First page ![First page tab](/shots/carrier/documents__deliveries/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/documents__deliveries/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/documents__deliveries/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/documents__deliveries/tab-3-Next-page.jpg)
Tab: Last page 1 ![Last page 1 tab](/shots/carrier/documents__deliveries/tab-4-Last-page-1-.jpg)
## What you can do - **Upload** - **Export 0 rows to CSV** - **Load** - **Lane** - **Driver** - **Received by** - **Exceptions** - **Photos** - **Delivered** - **Rows per page — currently 10** ## When there is nothing to show - "- row "No delivery proofs yet":" - "- cell "No delivery proofs yet":" - "No delivery proofs yet" ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/documents__deliveries/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/documents__deliveries/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/documents__deliveries/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Forms Library" description: "Documents \u00b7 /carrier-portal/documents/forms" --- **Module:** Documents · **For:** Carrier users · **Page address:** `/carrier-portal/documents/forms` ## How to get there Documents → Forms Library ## Who can use this page Needs: **View** permission on the **Documents** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Upload | Upload on Documents | Manage also grants it | ## What this page tells you > Read and print previews of the standard freight forms. Opening one shows the blank form — nothing here is a filed record. ![Forms Library](/shots/carrier/documents__forms/page.jpg) ## What you see - Forms library ## Table columns Form · Group
Tab: First page ![First page tab](/shots/carrier/documents__forms/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/documents__forms/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/documents__forms/tab-2-Page-1.jpg)
Tab: Page 2 ![Page 2 tab](/shots/carrier/documents__forms/tab-3-Page-2.jpg)
Tab: Page 3 ![Page 3 tab](/shots/carrier/documents__forms/tab-4-Page-3.jpg)
Tab: Next page ![Next page tab](/shots/carrier/documents__forms/tab-5-Next-page.jpg)
## What you can do - **Upload** - **Filters** - **Form** - **Group** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Group | No | combobox | `Any group` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/documents__forms/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/documents__forms/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/documents__forms/state-popover-guide.jpg)
Rowmenu state ![rowmenu state](/shots/carrier/documents__forms/state-rowmenu.jpg)
Last updated 2026-10-27 --- --- title: "Documents" description: "Documents \u00b7 /carrier-portal/documents/overview" --- **Module:** Documents · **For:** Carrier users · **Page address:** `/carrier-portal/documents/overview` ## How to get there Documents → Overview ## Who can use this page Needs: **View** permission on the **Documents** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Export | Export on Documents | Manage also grants it | | Upload | Upload on Documents | Manage also grants it | ## What this page tells you > Documents uploaded per month — last 12 months > Where your library sits in its lifecycle > Documents locked by the retention purge are never listed here — they stay read-only on their own page. ![Documents](/shots/carrier/documents__overview/page.jpg) ## What you see - Upload Activity - Documents by Status - Storage Footprint - Documents by Type - Linkage & Sharing - Expiry Risk - No expiry dates recorded - Expiry Watchlist - Nothing to watch yet - Retention Policies - No custom retention policies - Recent Documents ## Table columns Period · Uploaded · Shipment-Linked · Nov · Dec · Jan · Feb · Mar · Apr · May · Jun · Jul · Aug · Sep · Oct · Category · Documents · Share · Bill Of Lading (Bol) · Proof Of Delivery (Pod) · Other · Document · Type · Status · Shipment · Expires · Size · Uploaded · Uploaded By
Tab: First page ![First page tab](/shots/carrier/documents__overview/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/documents__overview/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/documents__overview/tab-2-Page-1.jpg)
Tab: Page 2 ![Page 2 tab](/shots/carrier/documents__overview/tab-3-Page-2.jpg)
Tab: Page 3 ![Page 3 tab](/shots/carrier/documents__overview/tab-4-Page-3.jpg)
Tab: Page 4 ![Page 4 tab](/shots/carrier/documents__overview/tab-5-Page-4.jpg)
## What you can do - **Refresh** - **All documents** - **Export** - **Upload** - **Jump to upload activity** - **Jump to compliance and expiry** - **Jump to the document mix** - **Jump to the document library** - **Open Bill of Lading (BOL) documents (1)** - **Open Proof of Delivery (POD) documents (4)** - **Open Other documents (30)** ## When there is nothing to show - "Expiring Soon 0 No expiry dates recorded yet" - "- heading "No expiry dates recorded" [level=3]" ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/documents__overview/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/documents__overview/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/documents__overview/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/documents__overview/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Document Setup" description: "Documents \u00b7 /carrier-portal/documents/setup" --- **Module:** Documents · **For:** Carrier users · **Page address:** `/carrier-portal/documents/setup` ## How to get there Documents → Settings ## Who can use this page Needs: **View** permission on the **Documents** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Upload | Upload on Documents | Manage also grants it | | Save all changes | Edit on Documents | Enforced in the app: hidden or disabled without it | ## What this page tells you > How long your company keeps each document type before auto-purge — only company admins and managers can change these > Only company admins and managers can change retention. > Your own folders for filing documents, on top of the types above. ![Document Setup](/shots/carrier/documents__setup/page.jpg) ## What you see - Document Retention - Your document types - Categories ## What you can do - **Upload** - **Save all changes** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Set retention policy for Bill of Lading (BOL) | No | switch | | | Set retention policy for Proof of Delivery (POD) | No | switch | | | Set retention policy for Rate Confirmation | No | switch | | | Set retention policy for Invoice / Carrier Invoice | No | switch | | | Set retention policy for Delivery Order (DO) | No | switch | | | Set retention policy for Pick Slip | No | switch | | | Set retention policy for Packing List | No | switch | | | Set retention policy for Shipping Instructions | No | switch | | | Set retention policy for Load Tender | No | switch | | | Set retention policy for Dispatch Sheet | No | switch | | | Set retention policy for Weight / Scale Ticket | No | switch | | | Set retention policy for Lumper Receipt | No | switch | | | Set retention policy for Fuel Receipt | No | switch | | | Set retention policy for Detention / Accessorial Backup | No | switch | | | Set retention policy for Driver Settlement Document | No | switch | | | Set retention policy for Customs / Entry Documents | No | switch | | | Set retention policy for Commercial Invoice | No | switch | | | Set retention policy for Certificate of Insurance (COI) | No | switch | | | Set retention policy for Photo Evidence | No | switch | | | Set retention policy for Claim Documentation | No | switch | | | Set retention policy for Delivery Appointment Confirmation | No | switch | | | Set retention policy for Other | No | switch | | ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/documents__setup/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/documents__setup/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/documents__setup/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Upload Document" description: "Documents \u00b7 /carrier-portal/documents/upload" --- **Module:** Documents · **For:** Carrier users · **Page address:** `/carrier-portal/documents/upload` ## How to get there Documents → All Documents → Upload Document ## Who can use this page Needs: **Upload or Create** permission on the **Documents** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Add from URL | Create on Documents | Manage also grants it | | Save 0 to library | Edit on Documents | Enforced in the app: hidden or disabled without it | ## What this page tells you > Drag & drop, camera, file picker, or URL — up to 10 MB each. ![Upload Document](/shots/carrier/documents__upload/page.jpg) ## What you see - Capture files - Classify & attach ## What you can do - **Take a photo with your device camera** - **Take photo** - **Choose file** - **Add from URL** - **Save 0 to library** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Or add from a URL | No | textbox | `https://example.com/document.pdf` | | Document type | Yes | combobox | `Search document types…` | | Link to shipment (optional) | No | combobox | `Select a shipment` | | Description (optional) | No | textbox | `Brief note for this batch…` | | Category (optional) | No | textbox | `e.g. Compliance` | | Tags (optional) | No | textbox | `invoice, 2026` | | Share this document with counterparties | No | switch | | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/documents__upload/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/documents__upload/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/documents__upload/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/documents__upload/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Connections" description: "EDI \u00b7 /carrier-portal/edi-dashboard/connections" --- **Module:** EDI · **For:** Carrier users · **Page address:** `/carrier-portal/edi-dashboard/connections` ## Who can use this page Needs: **View** permission on the **EDI** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ![Connections](/shots/carrier/edi-dashboard__connections/page.jpg) ## Table columns Connection · Type · Environment · Status · Trading Partner · Docs Today · Last Test
Tab: First page ![First page tab](/shots/carrier/edi-dashboard__connections/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/edi-dashboard__connections/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/edi-dashboard__connections/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/edi-dashboard__connections/tab-3-Next-page.jpg)
Tab: Last page 1 ![Last page 1 tab](/shots/carrier/edi-dashboard__connections/tab-4-Last-page-1-.jpg)
## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/edi-dashboard__connections/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/edi-dashboard__connections/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/edi-dashboard__connections/state-popover-guide.jpg)
Rowmenu state ![rowmenu state](/shots/carrier/edi-dashboard__connections/state-rowmenu.jpg)
Last updated 2026-10-27 --- --- title: "Connection details" description: "EDI \u00b7 /carrier-portal/edi-dashboard/connections/:id" --- **Module:** EDI · **For:** Carrier users · **Page address:** `/carrier-portal/edi-dashboard/connections/:id` ## How to get there EDI Dashboard → Trading & Exchange → Connections → Demo AS2 Gateway (7e4fe1) ## Who can use this page Needs: **View** permission on the **EDI** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Edit Connection | Edit on EDI | Manage also grants it | ![Connection details](/shots/carrier/edi-dashboard__connections__id/page.jpg) ## What you see - Identity & Protocol ## Tabs - **Identity & Protocol** - **Endpoint & Credentials** - **Interchange & Transport** - **Health & Testing** - **Volume** - **Notes** - **Audit**
Tab: Identity Protocol ![Identity Protocol tab](/shots/carrier/edi-dashboard__connections__id/tab-0-Identity-Protocol.jpg)
Tab: Endpoint Credentials ![Endpoint Credentials tab](/shots/carrier/edi-dashboard__connections__id/tab-1-Endpoint-Credentials.jpg)
Tab: Interchange Transport ![Interchange Transport tab](/shots/carrier/edi-dashboard__connections__id/tab-2-Interchange-Transport.jpg)
Tab: Health Testing ![Health Testing tab](/shots/carrier/edi-dashboard__connections__id/tab-3-Health-Testing.jpg)
Tab: Volume ![Volume tab](/shots/carrier/edi-dashboard__connections__id/tab-4-Volume.jpg)
Tab: Notes ![Notes tab](/shots/carrier/edi-dashboard__connections__id/tab-5-Notes.jpg)
## What you can do - **Disable connection** - **Edit Connection** - **More actions** ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/edi-dashboard__connections__id/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/edi-dashboard__connections__id/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/edi-dashboard__connections__id/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Edit connection" description: "EDI \u00b7 /carrier-portal/edi-dashboard/connections/:id/edit" --- **Module:** EDI · **For:** Carrier users · **Page address:** `/carrier-portal/edi-dashboard/connections/:id/edit` ## How to get there EDI Dashboard → Trading & Exchange → Connections → Demo AS2 Gateway (7e4fe1) → Edit Connection ## Who can use this page Needs: **Edit** permission on the **EDI** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on EDI | Must be granted on its own (not part of Manage) | | Save all changes | Edit on EDI | Manage also grants it | | Edit notes | Edit on EDI | Manage also grants it | ![Edit connection](/shots/carrier/edi-dashboard__connections__id__edit/page.jpg) ## What you see - Connection - Endpoint & credentials - Interchange & transport - Notes - Health - Audit - EDI connection card — Editing - Demo AS2 Gateway (7e4fe1) ## What you can do - **Cancel** - **Save all changes** - **Hide preview** - **Show password** - **Clear selection** - **Edit notes** - **Hide Notes** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Connection name | Yes | textbox | `Acme Foods AS2` | | Connection type | Yes | combobox | `AS2` | | Status | Yes | combobox | `Active (current)` | | Host | Yes | textbox | `edi.partner.example` | | Port | No | spinbutton | `443` | | Username | No | textbox | `edi_user` | | New password | No | textbox | `Unchanged` | | Sender qualifier (ISA05) | No | textbox | `ZZ` | | Sender ID (ISA06) | No | textbox | `GRENNEXBROKER` | | Receiver qualifier (ISA07) | No | textbox | `ZZ` | | Receiver ID (ISA08) | No | textbox | `PARTNERCODE` | | Application sender (GS02) | No | textbox | `GRENNEX` | | Application receiver (GS03) | No | textbox | `PARTNER` | | Acknowledgement mode | No | combobox | `Select ack mode` | | Environment | No | combobox | `Test` | | AS2-From | No | textbox | `GrennexAS2` | | AS2-To | No | textbox | `PartnerAS2` | | MDN mode | No | combobox | `Select MDN mode` | | 204 — Load Tender | No | checkbox | | | 210 — Freight Invoice | No | checkbox | | | 214 — Shipment Status | No | checkbox | | | 990 — Response to Load Tender | No | checkbox | | | 997 — Functional Acknowledgement | No | checkbox | | | 850 — Purchase Order | No | checkbox | | | 856 — Advance Ship Notice | No | checkbox | | | 810 — Invoice | No | checkbox | | | 820 — Payment / Remittance | No | checkbox | | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/edi-dashboard__connections__id__edit/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/edi-dashboard__connections__id__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/edi-dashboard__connections__id__edit/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/edi-dashboard__connections__id__edit/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "New connection" description: "EDI \u00b7 /carrier-portal/edi-dashboard/connections/new/edit" --- **Module:** EDI · **For:** Carrier users · **Page address:** `/carrier-portal/edi-dashboard/connections/new/edit` ## How to get there EDI Dashboard → Trading & Exchange → Connections → New connection ## Who can use this page Needs: **Create** permission on the **EDI** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on EDI | Must be granted on its own (not part of Manage) | | Create connection | Create on EDI | Manage also grants it | | Edit notes | Edit on EDI | Manage also grants it | ![New connection](/shots/carrier/edi-dashboard__connections__new__edit/page.jpg) ## What you see - Connection - Endpoint & credentials - Interchange & transport - Notes - EDI connection card — Draft - New connection ## What you can do - **Cancel** - **Create connection** - **Hide preview** - **Show password** - **Clear selection** - **Edit notes** - **Show Notes** - **Connection name** - **Host** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Connection name | Yes | textbox | `Acme Foods AS2` | | Connection type | Yes | combobox | `AS2` | | Status | Yes | combobox | `Inactive` | | Host | Yes | textbox | `edi.partner.example` | | Port | No | spinbutton | | | Username | No | textbox | `edi_user` | | Password | No | textbox | `Optional` | | Sender qualifier (ISA05) | No | textbox | `ZZ` | | Sender ID (ISA06) | No | textbox | `GRENNEXBROKER` | | Receiver qualifier (ISA07) | No | textbox | `ZZ` | | Receiver ID (ISA08) | No | textbox | `PARTNERCODE` | | Application sender (GS02) | No | textbox | `GRENNEX` | | Application receiver (GS03) | No | textbox | `PARTNER` | | Acknowledgement mode | No | combobox | `Select ack mode` | | Environment | No | combobox | `Test` | | AS2-From | No | textbox | `GrennexAS2` | | AS2-To | No | textbox | `PartnerAS2` | | MDN mode | No | combobox | `Select MDN mode` | | 204 — Load Tender | No | checkbox | | | 210 — Freight Invoice | No | checkbox | | | 214 — Shipment Status | No | checkbox | | | 990 — Response to Load Tender | No | checkbox | | | 997 — Functional Acknowledgement | No | checkbox | | | 850 — Purchase Order | No | checkbox | | | 856 — Advance Ship Notice | No | checkbox | | | 810 — Invoice | No | checkbox | | | 820 — Payment / Remittance | No | checkbox | | ## When there is nothing to show - "No notes yet" ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/edi-dashboard__connections__new__edit/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/edi-dashboard__connections__new__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/edi-dashboard__connections__new__edit/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/edi-dashboard__connections__new__edit/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "EDI \u2014 Table of Contents" description: "EDI \u00b7 /carrier-portal/edi-dashboard/documentation" --- **Module:** EDI · **For:** Carrier users · **Page address:** `/carrier-portal/edi-dashboard/documentation` ## How to get there EDI Dashboard → Documentation ## Who can use this page Needs: **View** permission on the **EDI** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ## What this page tells you > Every tile is a live route — no dead links. > Wording used in the guides, and the live screen it opens. ![EDI — Table of Contents](/shots/carrier/edi-dashboard__documentation/page.jpg) ## What you see - EDI areas in this portal - Guide route aliases ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/edi-dashboard__documentation/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/edi-dashboard__documentation/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/edi-dashboard__documentation/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "EDI Documents" description: "EDI \u00b7 /carrier-portal/edi-dashboard/documents" --- **Module:** EDI · **For:** Carrier users · **Page address:** `/carrier-portal/edi-dashboard/documents` ## How to get there EDI Dashboard → Trading & Exchange → Documents ## Who can use this page Needs: **View** permission on the **EDI** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | New | Create on EDI | Manage also grants it | | Export 84 rows to CSV | Export on EDI | Manage also grants it | ![EDI Documents](/shots/carrier/edi-dashboard__documents/page.jpg) ## What you see - EDI documents ## Table columns Document · Type · Direction · Partner · Status · Structure Mapping · Created
Tab: First page ![First page tab](/shots/carrier/edi-dashboard__documents/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/edi-dashboard__documents/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/edi-dashboard__documents/tab-2-Page-1.jpg)
Tab: Page 2 ![Page 2 tab](/shots/carrier/edi-dashboard__documents/tab-3-Page-2.jpg)
Tab: Page 3 ![Page 3 tab](/shots/carrier/edi-dashboard__documents/tab-4-Page-3.jpg)
Tab: Page 4 ![Page 4 tab](/shots/carrier/edi-dashboard__documents/tab-5-Page-4.jpg)
## What you can do - **New** - **Filter documents by total documents** - **Filter documents by error status** - **Filter documents by pending status** - **Filter documents by processed status** - **Filters** - **Export 84 rows to CSV** - **Refresh** - **Document** - **Type** - **Direction** - **Partner** - **Status** - **Structure mapping** - **Created** - **Demo Retail DC (7e4fe1)** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Status | No | combobox | `Any status` | | Document type | No | combobox | `Any document type` | ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/edi-dashboard__documents/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/edi-dashboard__documents/state-popover-guide.jpg)
Rowmenu state ![rowmenu state](/shots/carrier/edi-dashboard__documents/state-rowmenu.jpg)
Tooltip state ![tooltip state](/shots/carrier/edi-dashboard__documents/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Document details" description: "EDI \u00b7 /carrier-portal/edi-dashboard/documents/:id" --- **Module:** EDI · **For:** Carrier users · **Page address:** `/carrier-portal/edi-dashboard/documents/:id` ## How to get there EDI Dashboard → Trading & Exchange → Documents → (a record) ## Who can use this page Needs: **View** permission on the **EDI** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Edit Document | Edit on EDI | Manage also grants it | ![Document details](/shots/carrier/edi-dashboard__documents__id/page.jpg) ## What you see - Identity - Partner & Tenant ## Tabs - **Overview** - **Processing** - **Payload** - **Audit**
Tab: Overview ![Overview tab](/shots/carrier/edi-dashboard__documents__id/tab-0-Overview.jpg)
Tab: Processing ![Processing tab](/shots/carrier/edi-dashboard__documents__id/tab-1-Processing.jpg)
Tab: Payload ![Payload tab](/shots/carrier/edi-dashboard__documents__id/tab-2-Payload.jpg)
Tab: Audit ![Audit tab](/shots/carrier/edi-dashboard__documents__id/tab-3-Audit.jpg)
## What you can do - **Edit Document** - **More actions** ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/edi-dashboard__documents__id/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/edi-dashboard__documents__id/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/edi-dashboard__documents__id/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Edit document" description: "EDI \u00b7 /carrier-portal/edi-dashboard/documents/:id/edit" --- **Module:** EDI · **For:** Carrier users · **Page address:** `/carrier-portal/edi-dashboard/documents/:id/edit` ## How to get there EDI Dashboard → Trading & Exchange → Documents → (a record) → Edit Document ## Who can use this page Needs: **Edit** permission on the **EDI** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on EDI | Must be granted on its own (not part of Manage) | | Save all changes | Edit on EDI | Manage also grants it | ![Edit document](/shots/carrier/edi-dashboard__documents__id__edit/page.jpg) ## What you see - Document - Processing - Payload - Audit - EDI document card — Editing - DEMO-7e4fe1-211-0001 ## What you can do - **Cancel** - **Save all changes** - **Hide preview** - **Hide Payload** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Document number | Yes | textbox | `EDI-000123` | | Document type | Yes | combobox | `211 — Bill of Lading` | | Direction | Yes | combobox | `Outbound` | | Trading partner | Yes | combobox | `Demo Retail DC (7e4fe1)` | | Status | Yes | combobox | `Processed` | | Processed date | No | textbox | `2026-07-31` | | Processed time | No | textbox | `03:57` | | Error message | No | textbox | `Segment ST02 missing on the second trans` | | X12 interchange | No | textbox | `ISA*00* *00* *ZZ*SENDE` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/edi-dashboard__documents__id__edit/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/edi-dashboard__documents__id__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/edi-dashboard__documents__id__edit/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/edi-dashboard__documents__id__edit/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Failed EDI Transactions" description: "EDI \u00b7 /carrier-portal/edi-dashboard/failed" --- **Module:** EDI · **For:** Carrier users · **Page address:** `/carrier-portal/edi-dashboard/failed` ## How to get there EDI Dashboard → Monitoring → Failed Transactions ## Who can use this page Needs: **View** permission on the **EDI** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Export | Export on EDI | Manage also grants it | ![Failed EDI Transactions](/shots/carrier/edi-dashboard__failed/page.jpg) ## What you see - Failed EDI transactions ## Table columns Transaction · Type · Partner · Status · Error · Attempts · Created
Tab: First page ![First page tab](/shots/carrier/edi-dashboard__failed/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/edi-dashboard__failed/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/edi-dashboard__failed/tab-2-Page-1.jpg)
Tab: Page 2 ![Page 2 tab](/shots/carrier/edi-dashboard__failed/tab-3-Page-2.jpg)
Tab: Next page ![Next page tab](/shots/carrier/edi-dashboard__failed/tab-4-Next-page.jpg)
Tab: Last page 2 ![Last page 2 tab](/shots/carrier/edi-dashboard__failed/tab-5-Last-page-2-.jpg)
## What you can do - **Refresh** - **Show all failed transactions** - **Show errored transactions** - **Show transactions queued for retry** - **Filters** - **Export** - **Transaction** - **Type** - **Partner** - **Status** - **Error** - **Attempts** - **Created** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Status | No | combobox | `Any status` | ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/edi-dashboard__failed/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/edi-dashboard__failed/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/edi-dashboard__failed/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "EDI Matching Queue" description: "EDI \u00b7 /carrier-portal/edi-dashboard/matching" --- **Module:** EDI · **For:** Carrier users · **Page address:** `/carrier-portal/edi-dashboard/matching` ## How to get there EDI Dashboard → Setup & Automation → Document Matching ## Who can use this page Needs: **View** permission on the **EDI** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Export | Export on EDI | Manage also grants it | ## What this page tells you > Demo: synthetic 214 parse/ack error (theoriginator, non-authoritative). > Demo: synthetic 214 parse/ack error (theoriginator, non-authoritative). ![EDI Matching Queue](/shots/carrier/edi-dashboard__matching/page.jpg) ## What you see - Matching queue ## Table columns Document · Type · Partner · Direction · Status · Received
Tab: First page ![First page tab](/shots/carrier/edi-dashboard__matching/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/edi-dashboard__matching/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/edi-dashboard__matching/tab-2-Page-1.jpg)
Tab: Page 2 ![Page 2 tab](/shots/carrier/edi-dashboard__matching/tab-3-Page-2.jpg)
Tab: Page 3 ![Page 3 tab](/shots/carrier/edi-dashboard__matching/tab-4-Page-3.jpg)
Tab: Page 4 ![Page 4 tab](/shots/carrier/edi-dashboard__matching/tab-5-Page-4.jpg)
## What you can do - **Export** - **Refresh** - **Show every document in the matching queue** - **Show documents already matched to a record** - **Show documents that still need matching** - **Show documents flagged as a mismatch** - **Filters** - **Card view** - **Document** - **Type** - **Partner** - **Direction** - **Status** - **Received** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Status | No | combobox | `Any status` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/edi-dashboard__matching/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/edi-dashboard__matching/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/edi-dashboard__matching/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/edi-dashboard__matching/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Monitoring" description: "EDI \u00b7 /carrier-portal/edi-dashboard/monitoring" --- **Module:** EDI · **For:** Carrier users · **Page address:** `/carrier-portal/edi-dashboard/monitoring` ## Who can use this page Needs: **View** permission on the **EDI** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ![Monitoring](/shots/carrier/edi-dashboard__monitoring/page.jpg) ## Table columns Connection · Trading Partner · Type · Status · Last Test · Test Result · Docs Today
Tab: First page ![First page tab](/shots/carrier/edi-dashboard__monitoring/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/edi-dashboard__monitoring/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/edi-dashboard__monitoring/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/edi-dashboard__monitoring/tab-3-Next-page.jpg)
Tab: Last page 1 ![Last page 1 tab](/shots/carrier/edi-dashboard__monitoring/tab-4-Last-page-1-.jpg)
## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/edi-dashboard__monitoring/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/edi-dashboard__monitoring/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/edi-dashboard__monitoring/state-popover-guide.jpg)
Rowmenu state ![rowmenu state](/shots/carrier/edi-dashboard__monitoring/state-rowmenu.jpg)
Last updated 2026-10-27 --- --- title: "EDI Dashboard" description: "EDI \u00b7 /carrier-portal/edi-dashboard/overview" --- **Module:** EDI · **For:** Carrier users · **Page address:** `/carrier-portal/edi-dashboard/overview` ## How to get there EDI Dashboard → Overview ## Who can use this page Needs: **View** permission on the **EDI** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ## What this page tells you > EDI queues ranked by severity — failed transactions first, then pending documents and connections > Showing the first 5 of 6 attention rows. Scroll this list for the rest. > Documents by day, one line per type · all time ![EDI Dashboard](/shots/carrier/edi-dashboard__overview/page.jpg) ## What you see - Needs attention - Document volume ## Table columns Connection · Status · Test · Last Test · Document · Partner · Type · Direction · Status · Created · Partner · Status · Docs · Success · Event · Outcome
Tab: Needs attention7 ![Needs attention7 tab](/shots/carrier/edi-dashboard__overview/tab-0-Needs-attention7.jpg)
Tab: By volume7 ![By volume7 tab](/shots/carrier/edi-dashboard__overview/tab-1-By-volume7.jpg)
Tab: Next page ![Next page tab](/shots/carrier/edi-dashboard__overview/tab-10-Next-page.jpg)
Tab: Last page 9 ![Last page 9 tab](/shots/carrier/edi-dashboard__overview/tab-11-Last-page-9-.jpg)
Tab: First page ![First page tab](/shots/carrier/edi-dashboard__overview/tab-2-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/edi-dashboard__overview/tab-3-Previous-page.jpg)
## What you can do - **All time** - **Quick actions** - **More actions** - **Resolve failed transactions** ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/edi-dashboard__overview/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/edi-dashboard__overview/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/edi-dashboard__overview/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Partners" description: "EDI \u00b7 /carrier-portal/edi-dashboard/partners" --- **Module:** EDI · **For:** Carrier users · **Page address:** `/carrier-portal/edi-dashboard/partners` ## Who can use this page Needs: **View** permission on the **EDI** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ![Partners](/shots/carrier/edi-dashboard__partners/page.jpg) ## Table columns Partner · Status · Format · Connection · Contact · Documents · Last Activity
Tab: First page ![First page tab](/shots/carrier/edi-dashboard__partners/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/edi-dashboard__partners/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/edi-dashboard__partners/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/edi-dashboard__partners/tab-3-Next-page.jpg)
Tab: Last page 1 ![Last page 1 tab](/shots/carrier/edi-dashboard__partners/tab-4-Last-page-1-.jpg)
## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/edi-dashboard__partners/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/edi-dashboard__partners/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/edi-dashboard__partners/state-popover-guide.jpg)
Rowmenu state ![rowmenu state](/shots/carrier/edi-dashboard__partners/state-rowmenu.jpg)
Last updated 2026-10-27 --- --- title: "Partner details" description: "EDI \u00b7 /carrier-portal/edi-dashboard/partners/:id" --- **Module:** EDI · **For:** Carrier users · **Page address:** `/carrier-portal/edi-dashboard/partners/:id` ## How to get there EDI Dashboard → Trading & Exchange → Trading Partners → Demo 3PL Broker (7e4fe1) ## Who can use this page Needs: **View** permission on the **EDI** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Edit Partner | Edit on EDI | Manage also grants it | ## What this page tells you > Synthetic demo trading partner — theoriginator, non-authoritative. Sandbox only. ![Partner details](/shots/carrier/edi-dashboard__partners__id/page.jpg) ## What you see - Identity & Status - Connection - Contact - Notes ## Tabs - **Overview** - **Traffic & Health** - **Audit**
Tab: Overview ![Overview tab](/shots/carrier/edi-dashboard__partners__id/tab-0-Overview.jpg)
Tab: Traffic Health ![Traffic Health tab](/shots/carrier/edi-dashboard__partners__id/tab-1-Traffic-Health.jpg)
Tab: Audit ![Audit tab](/shots/carrier/edi-dashboard__partners__id/tab-2-Audit.jpg)
## What you can do - **Edit Partner** - **More actions** ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/edi-dashboard__partners__id/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/edi-dashboard__partners__id/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/edi-dashboard__partners__id/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Edit partner" description: "EDI \u00b7 /carrier-portal/edi-dashboard/partners/:id/edit" --- **Module:** EDI · **For:** Carrier users · **Page address:** `/carrier-portal/edi-dashboard/partners/:id/edit` ## How to get there EDI Dashboard → Trading & Exchange → Trading Partners → Demo 3PL Broker (7e4fe1) → Edit Trading Partner ## Who can use this page Needs: **Edit** permission on the **EDI** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on EDI | Must be granted on its own (not part of Manage) | | Save all changes | Edit on EDI | Manage also grants it | | Edit notes | Edit on EDI | Manage also grants it | ![Edit partner](/shots/carrier/edi-dashboard__partners__id__edit/page.jpg) ## What you see - Partner - Contact - Connection - 990 response policy - Notes - Partner card — Editing - Demo 3PL Broker (7e4fe1) ## What you can do - **Cancel** - **Save all changes** - **Hide preview** - **Clear selection** - **Edit notes** - **Hide Notes** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Partner name | Yes | textbox | `Blue Ridge Retail Group` | | Partner code | Yes | textbox | `BRRG4055` | | EDI format | Yes | combobox | `X12` | | Status | Yes | combobox | `Error` | | Contact name | No | textbox | `Who runs the mailbox` | | Contact email | No | textbox | `edi@partner.com` | | Contact phone | No | textbox | `(555) 0142` | | Transport | No | combobox | `Select…` | | EDI connection | No | combobox | `Demo SFTP Drop (7e4fe1)` | | Response window | Yes | spinbutton | `30` | | On window expiry | No | combobox | `Auto-accept on expiry` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/edi-dashboard__partners__id__edit/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/edi-dashboard__partners__id__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/edi-dashboard__partners__id__edit/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/edi-dashboard__partners__id__edit/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "EDI Reports" description: "EDI \u00b7 /carrier-portal/edi-dashboard/reports" --- **Module:** EDI · **For:** Carrier users · **Page address:** `/carrier-portal/edi-dashboard/reports` ## How to get there EDI Dashboard → Monitoring → Reports ## Who can use this page Needs: **View** permission on the **EDI** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Export JSON | Export on EDI | Manage also grants it | | Export 0 rows to CSV | Export on EDI | Manage also grants it | ## What this page tells you > Daily UTC buckets — inbound and outbound documents > Daily documents appear here as trading partners exchange documents. > No documents in all time to break down by set. ![EDI Reports](/shots/carrier/edi-dashboard__reports/page.jpg) ## What you see - Document volume by direction - Flow at a glance - X12 transaction-set mix - Recent EDI documents - Trading partner scorecard - Transactions by status - Failures by X12 set
Tab: First page ![First page tab](/shots/carrier/edi-dashboard__reports/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/edi-dashboard__reports/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/edi-dashboard__reports/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/edi-dashboard__reports/tab-3-Next-page.jpg)
Tab: Last page 1 ![Last page 1 tab](/shots/carrier/edi-dashboard__reports/tab-4-Last-page-1-.jpg)
Tab: First page ![First page tab](/shots/carrier/edi-dashboard__reports/tab-5-First-page.jpg)
## What you can do - **Refresh** - **Export JSON** - **Jump to volume and flow** - **Jump to the partner scorecard** - **Jump to reliability and failures** - **Filter the ledger to failing transactions** - **Document** - **Partner** - **Type** - **Status** - **Created** - **Filters** - **Export 0 rows to CSV** - **Trading partner** - **Documents** - **Transactions** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Trading partner scope | No | combobox | `All partners` | | Direction scope | No | combobox | `Both directions` | ## When there is nothing to show - "- row "No documents yet.":" - "- cell "No documents yet.":" - "No documents yet." Last updated 2026-10-27 --- --- title: "EDI setup" description: "EDI \u00b7 /carrier-portal/edi-dashboard/setup" --- **Module:** EDI · **For:** Carrier users · **Page address:** `/carrier-portal/edi-dashboard/setup` ## How to get there EDI Dashboard → Setup & Automation → Configuration ## Who can use this page Needs: **View** permission on the **EDI** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Add matching | Create on EDI | Manage also grants it | ## What this page tells you > A connection is the pipe your paperwork travels through — a file transfer, or a direct link to a partner's system. > The customers, carriers and brokers whose systems swap paperwork with yours. > X12 — the usual US format · Needs attention ![EDI setup](/shots/carrier/edi-dashboard__setup/page.jpg) ## What you see - Connections - Companies you exchange with - Field matching ## What you can do - **How this works** - **Add matching** ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/edi-dashboard__setup/state-loading.jpg)
Tooltip state ![tooltip state](/shots/carrier/edi-dashboard__setup/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Structure Matching" description: "EDI \u00b7 /carrier-portal/edi-dashboard/structure-matching" --- **Module:** EDI · **For:** Carrier users · **Page address:** `/carrier-portal/edi-dashboard/structure-matching` ## How to get there EDI Dashboard → Structure Matching ## Who can use this page Needs: **View** permission on the **EDI** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Export 20 rows to CSV | Export on EDI | Manage also grants it | ![Structure Matching](/shots/carrier/edi-dashboard__structure-matching/page.jpg) ## What you see - Structure mappings ## Table columns Mapping · Partner · Format · Source → Target · Segment · Element · Status · Updated
Tab: First page ![First page tab](/shots/carrier/edi-dashboard__structure-matching/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/edi-dashboard__structure-matching/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/edi-dashboard__structure-matching/tab-2-Page-1.jpg)
Tab: Page 2 ![Page 2 tab](/shots/carrier/edi-dashboard__structure-matching/tab-3-Page-2.jpg)
Tab: Next page ![Next page tab](/shots/carrier/edi-dashboard__structure-matching/tab-4-Next-page.jpg)
Tab: Last page 2 ![Last page 2 tab](/shots/carrier/edi-dashboard__structure-matching/tab-5-Last-page-2-.jpg)
## What you can do - **Show all structure mappings** - **Filter to active mappings** - **Filter to testing mappings** - **Filter to inactive mappings** - **Filters** - **Export 20 rows to CSV** - **Refresh** - **Mapping** - **Partner** - **Format** - **Segment · Element** - **Status** - **Updated** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Status | No | combobox | `Any status` | | EDI format | No | combobox | `Any edi format` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/edi-dashboard__structure-matching/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/edi-dashboard__structure-matching/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/edi-dashboard__structure-matching/state-popover-guide.jpg)
Rowmenu state ![rowmenu state](/shots/carrier/edi-dashboard__structure-matching/state-rowmenu.jpg)
Last updated 2026-10-27 --- --- title: "Structure matching details" description: "EDI \u00b7 /carrier-portal/edi-dashboard/structure-matching/:id" --- **Module:** EDI · **For:** Carrier users · **Page address:** `/carrier-portal/edi-dashboard/structure-matching/:id` ## How to get there EDI Dashboard → Structure Matching → (a record) ## Who can use this page Needs: **View** permission on the **EDI** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Edit Mapping | Edit on EDI | Manage also grants it | ![Structure matching details](/shots/carrier/edi-dashboard__structure-matching__id/page.jpg) ## What you see - Mapping Identity - Trading Partner ## Tabs - **Overview** - **Rules** - **Structures** - **Audit**
Tab: Overview ![Overview tab](/shots/carrier/edi-dashboard__structure-matching__id/tab-0-Overview.jpg)
Tab: Rules ![Rules tab](/shots/carrier/edi-dashboard__structure-matching__id/tab-1-Rules.jpg)
Tab: Structures ![Structures tab](/shots/carrier/edi-dashboard__structure-matching__id/tab-2-Structures.jpg)
Tab: Audit ![Audit tab](/shots/carrier/edi-dashboard__structure-matching__id/tab-3-Audit.jpg)
## What you can do - **Edit Mapping** - **More actions** ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/edi-dashboard__structure-matching__id/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/edi-dashboard__structure-matching__id/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/edi-dashboard__structure-matching__id/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Edit structure matching" description: "EDI \u00b7 /carrier-portal/edi-dashboard/structure-matching/:id/edit" --- **Module:** EDI · **For:** Carrier users · **Page address:** `/carrier-portal/edi-dashboard/structure-matching/:id/edit` ## How to get there EDI Dashboard → Structure Matching → (a record) → Edit Structure Matching ## Who can use this page Needs: **Edit** permission on the **EDI** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on EDI | Must be granted on its own (not part of Manage) | | Save all changes | Edit on EDI | Manage also grants it | ![Edit structure matching](/shots/carrier/edi-dashboard__structure-matching__id__edit/page.jpg) ## What you see - Mapping - Mapping rule - Transformation - Validation - Structures - Mapping card — Editing - Sandbox 211 BOL number ## What you can do - **Cancel** - **Save all changes** - **Hide preview** - **Clear selection** - **Show Transformation** - **Show Validation** - **Hide Structures** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Mapping name | Yes | textbox | `Acme Foods 204 inbound` | | Linked partner | No | combobox | `Demo Retail DC (7e4fe1)` | | Partner name | Yes | textbox | `Global template` | | EDI format | Yes | combobox | `211` | | Status | Yes | combobox | `Active` | | EDI segment | No | textbox | `B2` | | EDI element | No | textbox | `B202` | | Partner field | No | textbox | `shipmentId` | | Source structure | Yes | textbox | `{}` | | Target structure | Yes | textbox | `{}` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/edi-dashboard__structure-matching__id__edit/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/edi-dashboard__structure-matching__id__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/edi-dashboard__structure-matching__id__edit/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/edi-dashboard__structure-matching__id__edit/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Transactions" description: "EDI \u00b7 /carrier-portal/edi-dashboard/transactions" --- **Module:** EDI · **For:** Carrier users · **Page address:** `/carrier-portal/edi-dashboard/transactions` ## Who can use this page Needs: **View** permission on the **EDI** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ![Transactions](/shots/carrier/edi-dashboard__transactions/page.jpg) ## Table columns Transaction · Type · Source · Direction · Partner · Status · Created ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/edi-dashboard__transactions/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/edi-dashboard__transactions/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/edi-dashboard__transactions/state-popover-guide.jpg)
Rowmenu state ![rowmenu state](/shots/carrier/edi-dashboard__transactions/state-rowmenu.jpg)
Last updated 2026-10-27 --- --- title: "Transaction details" description: "EDI \u00b7 /carrier-portal/edi-dashboard/transactions/:id" --- **Module:** EDI · **For:** Carrier users · **Page address:** `/carrier-portal/edi-dashboard/transactions/:id` ## How to get there EDI Dashboard → Trading & Exchange → Transactions → (a record) ## Who can use this page Needs: **View** permission on the **EDI** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ## What this page tells you > Parsed from the transaction payload for display — not a ledger or settlement amount. ![Transaction details](/shots/carrier/edi-dashboard__transactions__id/page.jpg) ## What you see - Transaction lifecycle - Counterparties and transport - Identity - Commercial and record refs ## Tabs - **Overview** - **Status & Retry** - **Payloads** - **Related** - **Audit**
Tab: Overview ![Overview tab](/shots/carrier/edi-dashboard__transactions__id/tab-0-Overview.jpg)
Tab: Status Retry ![Status Retry tab](/shots/carrier/edi-dashboard__transactions__id/tab-1-Status-Retry.jpg)
Tab: Payloads ![Payloads tab](/shots/carrier/edi-dashboard__transactions__id/tab-2-Payloads.jpg)
Tab: Related ![Related tab](/shots/carrier/edi-dashboard__transactions__id/tab-3-Related.jpg)
Tab: Audit ![Audit tab](/shots/carrier/edi-dashboard__transactions__id/tab-4-Audit.jpg)
## What you can do - **Demo Retail DC (ae2abc) DEMO-ae2abc-RETAIL** - **Demo AS2 Gateway (ae2abc) AS2** - **DEMO-ae2abc-211-0001 211** - **Raw payload 119 B** - **Delivery attempts 1 / 3** - **Partner transactions Open** - **Provenance 3 months ago** ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/edi-dashboard__transactions__id/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/edi-dashboard__transactions__id/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/edi-dashboard__transactions__id/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "New transaction" description: "EDI \u00b7 /carrier-portal/edi-dashboard/transactions/new" --- **Module:** EDI · **For:** Carrier users · **Page address:** `/carrier-portal/edi-dashboard/transactions/new` ## How to get there EDI Dashboard → Trading & Exchange → Transactions → Submit test interchange ## Who can use this page Needs: **Create** permission on the **EDI** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on EDI | Must be granted on its own (not part of Manage) | | Submit test interchange | Create on EDI | Manage also grants it | ![New transaction](/shots/carrier/edi-dashboard__transactions__new/page.jpg) ## What you see - Interchange - Content - EDI transaction card — Draft - 204 — Load Tender ## What you can do - **Cancel** - **Submit test interchange** - **Hide preview** - **Test X12 interchange** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Transaction set | Yes | combobox | `204 — Motor Carrier Load Tender` | | Trading partner | No | combobox | `No partner link` | | Test X12 interchange | Yes | textbox | `ISA*00*...*T*:~GS*...~ST*204*0001~...` | ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/edi-dashboard__transactions__new/state-loading.jpg)
Last updated 2026-10-27 --- --- title: "Financials Dashboard" description: "Financials \u00b7 /carrier-portal/financials" --- **Module:** Financials · **For:** Carrier users · **Page address:** `/carrier-portal/financials` ## How to get there Finance → Overview ## Who can use this page Needs: **View** permission on the **Financials** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Export | Export on Financials | Manage also grants it | ## What this page tells you > Revenue, expenses and profit by month — posted journal entries, last 12 months > Nov 2025: revenue $0, expenses $0, profit $0; Dec 2025: revenue $0, expenses $0, profit $0; Jan 2026: revenue $0, expenses $0, profit $0; Feb 2026: revenue $0, expenses $0, profit $0; Mar 2026: revenue $0, expenses $0, profit $0; Apr 2026: revenue $0, expenses $0, profit $0; May 2026: revenue $0, expenses $0, profit $0; Jun 2026: revenue $0, expenses $4,650, profit -$4,650; Jul 2026: revenue $0, expenses $0, profit $0; Aug 2026: revenue $0, expenses $0, profit $0; Sep 2026: revenue $1, expenses $1, profit $0; Oct 2026: revenue $0, expenses $0, profit $0 > Completed payments applied per month — last 6 months ![Financials Dashboard](/shots/carrier/financials/page.jpg) ## What you see - Revenue & profit trend - Expense breakdown - Payments received - No payments received in the last 6 months - Settlement mix - Recent transactions ## What you can do - **Export** - **Open financial reporting for revenue detail** - **Open financial reporting for expense detail** - **Open financial reporting for profit detail** - **Open accounts receivable** ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/financials/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/financials/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/financials/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Accessorial charges" description: "Financials \u00b7 /carrier-portal/financials/accessorials" --- **Module:** Financials · **For:** Carrier users · **Page address:** `/carrier-portal/financials/accessorials` ## How to get there Finance → Sales & Payments → Accessorials ## Who can use this page Needs: **View** permission on the **Financials** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Request accessorial | Create on Financials | Manage also grants it | | Export 0 rows to CSV | Export on Financials | Manage also grants it | ## What this page tells you > Create one to start the review workflow. ![Accessorial charges](/shots/carrier/financials__accessorials/page.jpg) ## What you see - Charge requests ## Table columns Accessorial · Service Date · Amount · Payee · Payer · Location · Status
Tab: First page ![First page tab](/shots/carrier/financials__accessorials/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/financials__accessorials/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/financials__accessorials/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/financials__accessorials/tab-3-Next-page.jpg)
Tab: Last page 1 ![Last page 1 tab](/shots/carrier/financials__accessorials/tab-4-Last-page-1-.jpg)
## What you can do - **Request accessorial** - **Show open accessorial requests (requested or under review)** - **Show approved or settlement-recorded accessorial requests** - **Filters** - **Export 0 rows to CSV** - **Refresh** - **Accessorial** - **Service date** - **Amount** - **Payee** - **Payer** - **Location** - **Status** - **Rows per page — currently 20** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Status | No | combobox | `Any status` | ## When there is nothing to show - "- row "No accessorial charge requests yet Create one to start the review workflow.":" - "- cell "No accessorial charge requests yet Create one to start the review workflow.":" - "No accessorial charge requests yet" ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/financials__accessorials/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/financials__accessorials/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/financials__accessorials/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/financials__accessorials/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Accessorial details" description: "Financials \u00b7 /carrier-portal/financials/accessorials/:id" --- **Module:** Financials · **For:** Carrier users · **Page address:** `/carrier-portal/financials/accessorials/:id` ## How to get there Finance → Sales & Payments → Accessorials → Accessorial DET → Back ## Who can use this page Needs: **View** permission on the **Financials** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Mark under review | Edit on Financials | Manage also grants it | | Approve | Approve on Financials | Must be granted on its own (not part of Manage) | ![Accessorial details](/shots/carrier/financials__accessorials__id/page.jpg) ## What you see - Charge detail - Review decisions ## Tabs - **Overview** - **Review history**
Tab: Overview ![Overview tab](/shots/carrier/financials__accessorials__id/tab-0-Overview.jpg)
Tab: Review history ![Review history tab](/shots/carrier/financials__accessorials__id/tab-1-Review-history.jpg)
## What you can do - **Mark under review** - **Approve** - **Deny** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Review notes | No | textbox | `Optional review notes for settlement han` | ## When there is nothing to show - "Amount USD 75.00 Requested reimbursement — records only, moves no money Type Detention (DET) Stored code DET Service date Oct 26, 2026 KB-Dock 2610271751 Receipt — No receipt reference recorded" ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/financials__accessorials__id/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/financials__accessorials__id/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/financials__accessorials__id/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "New accessorial" description: "Financials \u00b7 /carrier-portal/financials/accessorials/new" --- **Module:** Financials · **For:** Carrier users · **Page address:** `/carrier-portal/financials/accessorials/new` ## How to get there Finance → Sales & Payments → Accessorials → Request accessorial charge ## Who can use this page Needs: **Create** permission on the **Financials** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on Financials | Must be granted on its own (not part of Manage) | | Submit request | Create on Financials | Manage also grants it | | Edit notes | Edit on Financials | Manage also grants it | ![New accessorial](/shots/carrier/financials__accessorials__new/page.jpg) ## What you see - Charge - Evidence - Notes - Accessorial charge card — Draft - New accessorial charge ## What you can do - **Cancel** - **Submit request** - **Hide preview** - **Edit notes** - **Show Notes** - **Payee** - **Payer** - **Service location** - **Receipt reference** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Accessorial type | No | combobox | `Lumper` | | Amount | Yes | textbox | `185.00` | | Service date | Yes | textbox | `2026-10-26` | | Payee | Yes | textbox | `Northline lumper desk` | | Payer | Yes | textbox | `Customer or carrier` | | Service location | Yes | textbox | `Facility · dock · city` | | Receipt reference | Yes | textbox | `LUMPER-88213-001` | | Trigger reason | No | combobox | `Select service` | ## When there is nothing to show - "No notes yet" ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/financials__accessorials__new/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/financials__accessorials__new/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/financials__accessorials__new/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/financials__accessorials__new/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Accounts Payable" description: "Financials \u00b7 /carrier-portal/financials/ap" --- **Module:** Financials · **For:** Carrier users · **Page address:** `/carrier-portal/financials/ap` ## How to get there Finance → Purchases → Accounts Payable ## Who can use this page Needs: **View** permission on the **Financials** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Export | Export on Financials | Manage also grants it | | New bill | Create on Financials | Manage also grants it | | Export 3 rows to CSV | Export on Financials | Manage also grants it | ## What this page tells you > Every figure here is a RECORD of what a vendor billed and what was marked paid. Nothing on this screen disburses money, and a bill marked paid is a record state — not proof that funds left the account. > Face value by state — pick a segment to filter the list below. > Unpaid balance per vendor, aggregated from the bills on this read. ![Accounts Payable](/shots/carrier/financials__ap/page.jpg) ## What you see - Bills by record state - Who you owe most - Bills ## Table columns Segment · Value · Share · Detail · Overdue · Paid · Bill · Vendor · Amount · Due · Status · Payment
Tab: First page ![First page tab](/shots/carrier/financials__ap/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/financials__ap/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/financials__ap/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/financials__ap/tab-3-Next-page.jpg)
Tab: Last page 1 ![Last page 1 tab](/shots/carrier/financials__ap/tab-4-Last-page-1-.jpg)
## What you can do - **Export** - **Refresh** - **New bill** - **Show bills that are billed and not yet settled** - **Show overdue bills** - **Show bills approved for payment** - **Show bills marked paid** - **Overdue 2 bill(s) 4,388.5 55%** - **Paid 1 bill(s) 3,616 45%** - **Filters** - **Export 3 rows to CSV** - **Bill** - **Vendor** - **Amount** - **Due** - **Status** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Status | No | combobox | `Any status` | ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/financials__ap/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/financials__ap/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/financials__ap/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Bill details" description: "Financials \u00b7 /carrier-portal/financials/ap/bills/:id" --- **Module:** Financials · **For:** Carrier users · **Page address:** `/carrier-portal/financials/ap/bills/:id` ## How to get there Finance → Purchases → Accounts Payable → (a record) ## Who can use this page Needs: **View** permission on the **Financials** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Edit Bill | Edit on Financials | Manage also grants it | ![Bill details](/shots/carrier/financials__ap__bills__id/page.jpg) ## What you see - Identity & status - Dates ## Tabs - **Overview** - **Amounts** - **Notes & attachments** - **Audit**
Tab: Overview ![Overview tab](/shots/carrier/financials__ap__bills__id/tab-0-Overview.jpg)
Tab: Amounts ![Amounts tab](/shots/carrier/financials__ap__bills__id/tab-1-Amounts.jpg)
Tab: Notes attachments ![Notes attachments tab](/shots/carrier/financials__ap__bills__id/tab-2-Notes-attachments.jpg)
Tab: Audit ![Audit tab](/shots/carrier/financials__ap__bills__id/tab-3-Audit.jpg)
## What you can do - **Edit Bill** - **More actions** ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/financials__ap__bills__id/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/financials__ap__bills__id/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/financials__ap__bills__id/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Edit bill" description: "Financials \u00b7 /carrier-portal/financials/ap/bills/:id/edit" --- **Module:** Financials · **For:** Carrier users · **Page address:** `/carrier-portal/financials/ap/bills/:id/edit` ## How to get there Finance → Purchases → Accounts Payable → (a record) → Edit Bill ## Who can use this page Needs: **Edit** permission on the **Financials** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on Financials | Must be granted on its own (not part of Manage) | | Save all changes | Edit on Financials | Manage also grants it | | New | Create on Financials | Manage also grants it | | Approve for payment | Approve on Financials | Must be granted on its own (not part of Manage) | | Edit notes | Edit on Financials | Manage also grants it | ![Edit bill](/shots/carrier/financials__ap__bills__id__edit/page.jpg) ## What you see - Identity & status - Vendor & load - Dates & terms - Currency, tax & payment - Notes & attachments - Bill card — Editing - BILL-A1-2026-001 ## What you can do - **Cancel** - **Save all changes** - **Hide preview** - **New** - **Approve for payment** - **Edit notes** - **Show Notes & attachments** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Bill number | Yes | textbox | `BILL-20260901-4K2P` | | Status | Yes | combobox | `Paid` | | Payment status | No | combobox | `Paid` | | Vendor | Yes | combobox | `Acme Fuel Co` | | Bill date | Yes | textbox | `2026-06-05` | | Due date | Yes | textbox | `2026-06-20` | | Paid date | No | textbox | `2026-06-18` | | Currency | No | combobox | `USD — US Dollar` | | Subtotal | Yes | spinbutton | `3200` | | Tax mode | No | combobox | `Flat amount` | | Tax | No | spinbutton | `416` | ## When there is nothing to show - "No notes yet" ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/financials__ap__bills__id__edit/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/financials__ap__bills__id__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/financials__ap__bills__id__edit/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/financials__ap__bills__id__edit/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Ar" description: "Financials \u00b7 /carrier-portal/financials/ar" --- **Module:** Financials · **For:** Carrier users · **Page address:** `/carrier-portal/financials/ar` ## Who can use this page Needs: **View** permission on the **Financials** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ![Ar](/shots/carrier/financials__ar/page.jpg)
Tab: Overview ![Overview tab](/shots/carrier/financials__ar/tab-0-Overview.jpg)
Tab: Ready to invoice ![Ready to invoice tab](/shots/carrier/financials__ar/tab-1-Ready-to-invoice.jpg)
Tab: Invoices ![Invoices tab](/shots/carrier/financials__ar/tab-2-Invoices.jpg)
Tab: Payments ![Payments tab](/shots/carrier/financials__ar/tab-3-Payments.jpg)
Tab: Customers ![Customers tab](/shots/carrier/financials__ar/tab-4-Customers.jpg)
Tab: Reports ![Reports tab](/shots/carrier/financials__ar/tab-5-Reports.jpg)
## Loading, empty and error states
Loading state ![loading state](/shots/carrier/financials__ar/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/financials__ar/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/financials__ar/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Invoice details" description: "Financials \u00b7 /carrier-portal/financials/ar/invoices/:id" --- **Module:** Financials · **For:** Carrier users · **Page address:** `/carrier-portal/financials/ar/invoices/:id` ## How to get there Finance → Sales & Payments → Accounts Receivable → Invoices → (a record) ## Who can use this page Needs: **View** permission on the **Financials** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Edit Invoice | Edit on Financials | Manage also grants it | ## What this page tells you > This invoice is linked by display name only (legacy record). Open Edit to link a real customer company. > Documented path: quote → load/shipment → this AR invoice → payment application record. Does not move money. > Carrier-pay settlement status for this load from the external payment provider. Advisory only — this never confirms that funds moved and never posts to the ledger. ![Invoice details](/shots/carrier/financials__ar__invoices__id/page.jpg) ## What you see - Identity & Status - Customer - Load link - Dates - Description & notes - Quote → cash record stitch - Payment / settlement status (advisory) - Line items & amounts - Attachments - Freight audit - Provenance & audit ## What you can do - **Preview invoice document** - **Edit Invoice** - **More actions** ## When there is nothing to show - "Invoice total $1,840.00 USD Status Pending Due date — No due date recorded Paid Not paid 0 line items" - "No payments recorded against this invoice. Only received payments in the invoice currency are deducted." ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/financials__ar__invoices__id/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/financials__ar__invoices__id/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/financials__ar__invoices__id/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Edit invoice" description: "Financials \u00b7 /carrier-portal/financials/ar/invoices/:id/edit" --- **Module:** Financials · **For:** Carrier users · **Page address:** `/carrier-portal/financials/ar/invoices/:id/edit` ## How to get there Finance → Sales & Payments → Accounts Receivable → (a record) → Edit Invoice ## Who can use this page Needs: **Edit** permission on the **Financials** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on Financials | Must be granted on its own (not part of Manage) | | Save all changes | Edit on Financials | Manage also grants it | | New | Create on Financials | Manage also grants it | | Add line | Create on Financials | Manage also grants it | | Edit notes | Edit on Financials | Manage also grants it | | Add files | Create on Financials | Manage also grants it | ## What this page tells you > Set when a recorded payment covers the invoice. ![Edit invoice](/shots/carrier/financials__ar__invoices__id__edit/page.jpg) ## What you see - Identity & status - Customer & load - Dates & terms - Currency & payment - Line items - Description & notes - Attachments - Invoice card — Editing - INV-20260916-EPWQ ## What you can do - **Cancel** - **Save all changes** - **Hide preview** - **New** - **Add line** - **Edit notes** - **Show Description & notes** - **Add files** - **Customer** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Invoice number | Yes | textbox | `INV-20260916-4471` | | Invoice type | No | combobox | `Select…` | | Status | Yes | combobox | `Pending` | | Payment status | No | combobox | `Unpaid` | | Customer | Yes | combobox | `Select customer` | | Customer display name | No | textbox | `Acme Foods Inc` | | Load reference | No | combobox | `Select load` | | Invoice date | No | textbox | `2026-09-16` | | Due date | No | textbox | | | Paid date | No | textbox | | | Currency | Yes | combobox | `USD — US Dollar` | | Invoice amount | No | spinbutton | `1840` | | Tax | No | spinbutton | | ## When there is nothing to show - "- row "No line items yet":" - "- cell "No line items yet":" - "No line items yet" - "No notes yet" ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/financials__ar__invoices__id__edit/state-loading.jpg)
Last updated 2026-10-27 --- --- title: "New invoice" description: "Financials \u00b7 /carrier-portal/financials/ar/invoices/new/edit" --- **Module:** Financials · **For:** Carrier users · **Page address:** `/carrier-portal/financials/ar/invoices/new/edit` ## How to get there Finance → Sales & Payments → Accounts Receivable → New invoice ## Who can use this page Needs: **Create** permission on the **Financials** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on Financials | Must be granted on its own (not part of Manage) | | Create invoice | Create on Financials | Manage also grants it | | New | Create on Financials | Manage also grants it | | Add line | Create on Financials | Manage also grants it | | Edit notes | Edit on Financials | Manage also grants it | ## What this page tells you > Set when a recorded payment covers the invoice. > Attachments are stored under the invoice's id in Storage — create the invoice first, then add documents from this page in edit mode. ![New invoice](/shots/carrier/financials__ar__invoices__new__edit/page.jpg) ## What you see - Identity & status - Customer & load - Dates & terms - Currency & payment - Line items - Description & notes - Attachments - Invoice card — Draft - INV-20261026-UDYL ## What you can do - **Cancel** - **Create invoice** - **Hide preview** - **Clear selection** - **New** - **Add line** - **Edit notes** - **Show Description & notes** - **Customer** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Invoice number | Yes | textbox | `INV-20260916-4471` | | Invoice type | No | combobox | `Standard` | | Status | Yes | combobox | `Draft` | | Payment status | No | combobox | `Unpaid` | | Customer | Yes | combobox | `Reading your customer roster…` | | Customer display name | No | textbox | `Acme Foods Inc` | | Load reference | No | textbox | `Reading invoiceable loads…` | | Invoice date | No | textbox | `2026-10-26` | | Due date | No | textbox | | | Paid date | No | textbox | | | Currency | Yes | combobox | `USD — US Dollar` | | Tax | No | spinbutton | | ## When there is nothing to show - "No notes yet" ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/financials__ar__invoices__new__edit/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/financials__ar__invoices__new__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/financials__ar__invoices__new__edit/state-popover-guide.jpg)
Rowmenu state ![rowmenu state](/shots/carrier/financials__ar__invoices__new__edit/state-rowmenu.jpg)
Last updated 2026-10-27 --- --- title: "Payment details" description: "Financials \u00b7 /carrier-portal/financials/ar/payments/:id" --- **Module:** Financials · **For:** Carrier users · **Page address:** `/carrier-portal/financials/ar/payments/:id` ## How to get there Finance → Sales & Payments → Accounts Receivable → (a record) ## Who can use this page Needs: **View** permission on the **Financials** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Edit Payment | Edit on Financials | Manage also grants it | ## What this page tells you > Figures are shown exactly as the ledger stored them, in the payment's own currency — nothing on this page converts or recalculates money. ![Payment details](/shots/carrier/financials__ar__payments__id/page.jpg) ## What you see - Identity - Invoice & customer - Amount & currency ## Tabs - **Overview** - **Notes** - **Audit**
Tab: Overview ![Overview tab](/shots/carrier/financials__ar__payments__id/tab-0-Overview.jpg)
Tab: Notes ![Notes tab](/shots/carrier/financials__ar__payments__id/tab-1-Notes.jpg)
Tab: Audit ![Audit tab](/shots/carrier/financials__ar__payments__id/tab-2-Audit.jpg)
## What you can do - **Edit Payment** - **More actions** - **Open invoice INV-20260916-EPWQ** - **Open invoice** ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/financials__ar__payments__id/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/financials__ar__payments__id/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/financials__ar__payments__id/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Edit payment" description: "Financials \u00b7 /carrier-portal/financials/ar/payments/:id/edit" --- **Module:** Financials · **For:** Carrier users · **Page address:** `/carrier-portal/financials/ar/payments/:id/edit` ## How to get there Finance → Sales & Payments → Accounts Receivable → (a record) → Edit Payment ## Who can use this page Needs: **Edit** permission on the **Financials** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on Financials | Must be granted on its own (not part of Manage) | | Save all changes | Edit on Financials | Manage also grants it | | Edit notes | Edit on Financials | Manage also grants it | ![Edit payment](/shots/carrier/financials__ar__payments__id__edit/page.jpg) ## What you see - Identity & status - Invoice & customer - Amount & date - Method & reference - Notes - Payment card — Editing - PMT-20260916-5PTR ## What you can do - **Cancel** - **Save all changes** - **Hide preview** - **Clear selection** - **Edit notes** - **Hide Notes** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Payment number | Yes | textbox | `PAY-20260904-7H4P` | | Status | No | combobox | `Pending` | | Linked invoice | No | combobox | `INV-20260916-EPWQ` | | Customer | No | combobox | `Select account` | | Amount | Yes | textbox | `1500.00` | | Currency | No | combobox | `USD — US Dollar` | | Payment date | Yes | textbox | `2026-09-15` | | Payment method | Yes | combobox | `ACH` | | Reference | No | textbox | `ACH batch 0904-2` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/financials__ar__payments__id__edit/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/financials__ar__payments__id__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/financials__ar__payments__id__edit/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/financials__ar__payments__id__edit/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "New payment" description: "Financials \u00b7 /carrier-portal/financials/ar/payments/new/edit" --- **Module:** Financials · **For:** Carrier users · **Page address:** `/carrier-portal/financials/ar/payments/new/edit` ## How to get there Finance → Sales & Payments → Accounts Receivable → Record payment ## Who can use this page Needs: **Create** permission on the **Financials** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on Financials | Must be granted on its own (not part of Manage) | | Record payment | Create on Financials | Manage also grants it | ![New payment](/shots/carrier/financials__ar__payments__new__edit/page.jpg) ## What you see - Invoice & amount - Method & reference - Payment card — Draft - New payment ## What you can do - **Cancel** - **Record payment** - **Hide preview** - **Linked invoice** - **Amount** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Linked invoice | Yes | combobox | `Select an invoice` | | Amount | Yes | textbox | | | Payment date | Yes | textbox | `2026-10-26` | | Payment method | Yes | combobox | `ACH` | | Reference | No | textbox | `ACH batch 0904-2` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/financials__ar__payments__new__edit/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/financials__ar__payments__new__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/financials__ar__payments__new__edit/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/financials__ar__payments__new__edit/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Cash" description: "Financials \u00b7 /carrier-portal/financials/cash" --- **Module:** Financials · **For:** Carrier users · **Page address:** `/carrier-portal/financials/cash` ## Who can use this page Needs: **View** permission on the **Financials** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ![Cash](/shots/carrier/financials__cash/page.jpg) ## Table columns Account · Bank · Last 4 · Type · Balance · Status ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/financials__cash/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/financials__cash/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/financials__cash/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/financials__cash/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Edit cash" description: "Financials \u00b7 /carrier-portal/financials/cash/:kind/:id/edit" --- **Module:** Financials · **For:** Carrier users · **Page address:** `/carrier-portal/financials/cash/:kind/:id/edit` ## How to get there Finance → Accounting → Cash Management → Edit Deposit ## Who can use this page Needs: **Edit** permission on the **Financials** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on Financials | Must be granted on its own (not part of Manage) | | Save all changes | Edit on Financials | Manage also grants it | ![Edit cash](/shots/carrier/financials__cash__kind__id__edit/page.jpg) ## What you see - Deposit - Cash record card — Editing - $125.00 ## What you can do - **Cancel** - **Save all changes** - **Hide preview** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Account | Yes | combobox | `KB-Operating 2610271246` | | Source | No | textbox | `Customer payments` | | Amount | Yes | textbox | `125.00` | | Deposit date | Yes | textbox | `2026-10-27` | | Status | No | combobox | `Pending` | ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/financials__cash__kind__id__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/financials__cash__kind__id__edit/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/financials__cash__kind__id__edit/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Edit account" description: "Financials \u00b7 /carrier-portal/financials/cash/accounts/:id/edit" --- **Module:** Financials · **For:** Carrier users · **Page address:** `/carrier-portal/financials/cash/accounts/:id/edit` ## How to get there Finance → Accounting → Cash Management → Edit Account ## Who can use this page Needs: **Edit** permission on the **Financials** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on Financials | Must be granted on its own (not part of Manage) | | Save all changes | Edit on Financials | Manage also grants it | | Edit account notes | Edit on Financials | Manage also grants it | ![Edit account](/shots/carrier/financials__cash__accounts__id__edit/page.jpg) ## Key figures Swift / Bic ## What you see - Account identity - Bank & routing - Purpose & status - Bank address - Notes - Bank account card — Editing - KB-Operating 2610271246 ## What you can do - **Cancel** - **Save all changes** - **Hide preview** - **Edit account notes** - **Show Notes** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Account name | Yes | textbox | `Operating account` | | Account holder | No | textbox | `Northline Logistics LLC` | | Account type | Yes | combobox | `Checking` | | Last 4 digits | No | textbox | `4471` | | Bank name | Yes | textbox | `Lone Star Regional Bank` | | Routing number | No | textbox | `111000025` | | SWIFT / BIC | No | textbox | `CHASUS33` | | Currency | No | combobox | `USD` | | Purpose | No | combobox | `Select a purpose` | | Status | No | combobox | `Active` | | Primary account | No | checkbox | | | Book balance | No | textbox | `0` | | Street address | No | textbox | `1200 Main Street` | | Country | No | combobox | `United States` | | City | No | textbox | `Fort Worth` | | State | No | combobox | `Select…` | | ZIP | No | textbox | `76102` | ## When there is nothing to show - "No notes yet" ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/financials__cash__accounts__id__edit/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/financials__cash__accounts__id__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/financials__cash__accounts__id__edit/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/financials__cash__accounts__id__edit/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Financing" description: "Financials \u00b7 /carrier-portal/financials/financing" --- **Module:** Financials · **For:** Carrier users · **Page address:** `/carrier-portal/financials/financing` ## How to get there Finance → Financing ## Who can use this page Needs: **View** permission on the **Financials** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Assign Invoices | Assign on Financials | Manage also grants it | | Export 1 rows to CSV | Export on Financials | Manage also grants it | ## What this page tells you > Payment routing for an acknowledged Notice of Assignment is decided server-side. The Phase-1 UCC assignment rule is provisional (compliance and finance review pending) and is not authoritative. ![Financing](/shots/carrier/financials__financing/page.jpg) ## What you see - Payment routing is decided server-side - Notices of Assignment ## Table columns Factor · Filing / Ref · Legal State · Effective · Revoked · Rule ## Tabs - **Notices of Assignment 1** - **Assign Invoices 1** - **Funded vs Unfunded** - **Advances & Reserves** - **Fees** - **Reconciliation**
Tab: Notices of Assignment1 ![Notices of Assignment1 tab](/shots/carrier/financials__financing/tab-0-Notices-of-Assignment1.jpg)
Tab: Assign Invoices1 ![Assign Invoices1 tab](/shots/carrier/financials__financing/tab-1-Assign-Invoices1.jpg)
Tab: Last page 1 ![Last page 1 tab](/shots/carrier/financials__financing/tab-10-Last-page-1-.jpg)
Tab: Funded vs Unfunded ![Funded vs Unfunded tab](/shots/carrier/financials__financing/tab-2-Funded-vs-Unfunded.jpg)
Tab: Advances Reserves ![Advances Reserves tab](/shots/carrier/financials__financing/tab-3-Advances-Reserves.jpg)
Tab: Fees ![Fees tab](/shots/carrier/financials__financing/tab-4-Fees.jpg)
## What you can do - **Refresh** - **Assign Invoices** - **Open the Funded tab** - **Open the Advances tab** - **Open the Fees (Month) tab** - **Open the Reconciliation tab** - **Filters** - **Export 1 rows to CSV** - **Factor** - **Filing / ref** - **Legal state** - **Effective** - **Revoked** - **Rule** - **Rows per page — currently 10** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Status | No | combobox | `Any status` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/financials__financing/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/financials__financing/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/financials__financing/state-popover-guide.jpg)
Rowmenu state ![rowmenu state](/shots/carrier/financials__financing/state-rowmenu.jpg)
Last updated 2026-10-27 --- --- title: "Financing details" description: "Financials \u00b7 /carrier-portal/financials/financing/:type/:id" --- **Module:** Financials · **For:** Carrier users · **Page address:** `/carrier-portal/financials/financing/:type/:id` ## How to get there Finance → Financing → Sandbox Capital Funding, LLC ## Who can use this page Needs: **View** permission on the **Financials** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ![Financing details](/shots/carrier/financials__financing__type__id/page.jpg) ## What you see - Factor & legal state ## Tabs - **Overview** - **Audit**
Tab: Overview ![Overview tab](/shots/carrier/financials__financing__type__id/tab-0-Overview.jpg)
Tab: Audit ![Audit tab](/shots/carrier/financials__financing__type__id/tab-1-Audit.jpg)
## Loading, empty and error states
Loading state ![loading state](/shots/carrier/financials__financing__type__id/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/financials__financing__type__id/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/financials__financing__type__id/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "General Ledger" description: "Financials \u00b7 /carrier-portal/financials/gl" --- **Module:** Financials · **For:** Carrier users · **Page address:** `/carrier-portal/financials/gl` ## How to get there Finance → Accounting → General Ledger ## Who can use this page Needs: **View** permission on the **Financials** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ## What this page tells you > Every figure here is a RECORD of what has been posted to the ledger. This screen is read-only: posting happens inside the invoice and bill RPCs, nothing here moves money, and a posted entry is a book record — not proof cash changed hands. > Revenue against expenses on the posted book. > Revenue and expenses come from the gl_financial_summary read model. When it returns no rows there is no posted ledger to summarize — that is an empty book, not a measured $0.00. ![General Ledger](/shots/carrier/financials__gl/page.jpg) ## What you see - Ledger position - Trial balance - Open receivables and payables - Ledger integrity - Journal entries by source - Accounting export status (advisory) ## Tabs - **Overview** - **Chart of Accounts** - **Registers** - **Journal Entries** - **Periods** - **AR / AP Activity**
Tab: Overview ![Overview tab](/shots/carrier/financials__gl/tab-0-Overview.jpg)
Tab: Chart of Accounts ![Chart of Accounts tab](/shots/carrier/financials__gl/tab-1-Chart-of-Accounts.jpg)
Tab: Registers ![Registers tab](/shots/carrier/financials__gl/tab-2-Registers.jpg)
Tab: Journal Entries ![Journal Entries tab](/shots/carrier/financials__gl/tab-3-Journal-Entries.jpg)
Tab: Periods ![Periods tab](/shots/carrier/financials__gl/tab-4-Periods.jpg)
Tab: AR AP Activity ![AR AP Activity tab](/shots/carrier/financials__gl/tab-5-AR-AP-Activity.jpg)
## What you can do - **Refresh** - **Show only accounts with posted activity** - **Show only journal entries flagged for review** - **Bill 3 entries 5,255.5 100%** - **Invoice 1 entry 1 0%** ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/financials__gl/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/financials__gl/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/financials__gl/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Finance Inbox" description: "Financials \u00b7 /carrier-portal/financials/inbox" --- **Module:** Financials · **For:** Carrier users · **Page address:** `/carrier-portal/financials/inbox` ## How to get there Finance → Purchases → Finance Inbox ## Who can use this page Needs: **View** permission on the **Financials** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Export | Export on Financials | Manage also grants it | | Export 8 rows to CSV | Export on Financials | Manage also grants it | ## What this page tells you > Every figure here is a RECORD of what has been invoiced or billed. Approving or rejecting an item changes that document’s status only. Recording a payment writes a real payment-ledger row through the atomic posting function — it records that money arrived, it does not move money. ![Finance Inbox](/shots/carrier/financials__inbox/page.jpg) ## What you see - Needs Approval ## Table columns Reference · Requested By · Amount · Date ## Tabs - **Needs Approval 8** - **Missing Documentation** - **Payment Issues** - **Overdue Accounts 8** - **Exceptions**
Tab: Needs Approval8 ![Needs Approval8 tab](/shots/carrier/financials__inbox/tab-0-Needs-Approval8.jpg)
Tab: Missing Documentation ![Missing Documentation tab](/shots/carrier/financials__inbox/tab-1-Missing-Documentation.jpg)
Tab: Payment Issues ![Payment Issues tab](/shots/carrier/financials__inbox/tab-2-Payment-Issues.jpg)
Tab: Overdue Accounts8 ![Overdue Accounts8 tab](/shots/carrier/financials__inbox/tab-3-Overdue-Accounts8.jpg)
Tab: Exceptions ![Exceptions tab](/shots/carrier/financials__inbox/tab-4-Exceptions.jpg)
Tab: First page ![First page tab](/shots/carrier/financials__inbox/tab-5-First-page.jpg)
## What you can do - **Export** - **Refresh** - **Needs Approval** - **Overdue** - **Overdue over 30 days** - **Overdue receivable** - **Filters** - **Export 8 rows to CSV** - **Reference** - **Requested by** - **Amount** - **Date** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Type | No | combobox | `Any type` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/financials__inbox/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/financials__inbox/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/financials__inbox/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/financials__inbox/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Payroll & HR" description: "Financials \u00b7 /carrier-portal/financials/payroll" --- **Module:** Financials · **For:** Carrier users · **Page address:** `/carrier-portal/financials/payroll` ## How to get there Finance → Payroll → Payroll ## Who can use this page Needs: **View** permission on the **Payroll** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ![Payroll & HR](/shots/carrier/financials__payroll/page.jpg) ## What you see - Payroll Summary - Status Breakdown - Recent payroll activity ## Tabs - **Overview** - **Payroll 4** - **Employees** - **Timesheets** - **Taxes** - **Reports**
Tab: Overview ![Overview tab](/shots/carrier/financials__payroll/tab-0-Overview.jpg)
Tab: Payroll4 ![Payroll4 tab](/shots/carrier/financials__payroll/tab-1-Payroll4.jpg)
Tab: Employees ![Employees tab](/shots/carrier/financials__payroll/tab-2-Employees.jpg)
Tab: Timesheets ![Timesheets tab](/shots/carrier/financials__payroll/tab-3-Timesheets.jpg)
Tab: Taxes ![Taxes tab](/shots/carrier/financials__payroll/tab-4-Taxes.jpg)
Tab: Reports ![Reports tab](/shots/carrier/financials__payroll/tab-5-Reports.jpg)
## What you can do - **Refresh** - **Process Payroll** ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/financials__payroll/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/financials__payroll/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/financials__payroll/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Entry details" description: "Financials \u00b7 /carrier-portal/financials/payroll/entries/:id" --- **Module:** Financials · **For:** Carrier users · **Page address:** `/carrier-portal/financials/payroll/entries/:id` ## How to get there Finance → Payroll → Payroll → (a record) → Back ## Who can use this page Needs: **View** permission on the **Payroll** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Edit Payroll Entry | Edit on Payroll | Manage also grants it | ## What this page tells you > Gross earnings, deductions, and take-home pay > Every earning recorded for this pay period, as the pay stub itemises it > No earnings lines are recorded for this pay period. The entry's recorded gross pay of $3,350.00 is shown in Pay breakdown above; it is not itemised. ![Entry details](/shots/carrier/financials__payroll__entries__id/page.jpg) ## What you see - Employee - Pay Period - Pay Breakdown - Payment - Earnings - Deductions - Taxes (W-2) - Year to date - Leave balances - Notes - Audit ## What you can do - **Preview pay stub document** - **Edit Payroll Entry** - **More actions** ## When there is nothing to show - "No earnings lines are recorded for this pay period. The entry's recorded gross pay of $3,350.00 is shown in Pay breakdown above; it is not itemised." - "No deduction lines are recorded for this pay period. The entry's recorded deductions total of $915.00 is shown in Pay breakdown above; it is not itemised." - "No tax withholding lines are recorded for this pay period. Withholding is a payroll determination and is never derived here, so no figure is shown in place of one." ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/financials__payroll__entries__id/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/financials__payroll__entries__id/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/financials__payroll__entries__id/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Edit entry" description: "Financials \u00b7 /carrier-portal/financials/payroll/entries/:id/edit" --- **Module:** Financials · **For:** Carrier users · **Page address:** `/carrier-portal/financials/payroll/entries/:id/edit` ## How to get there Finance → Payroll → Payroll → Payroll entry → Edit Entry ## Who can use this page Needs: **Edit** permission on the **Payroll** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on Payroll | Must be granted on its own (not part of Manage) | | Save all changes | Edit on Payroll | Manage also grants it | | Edit notes | Edit on Payroll | Manage also grants it | | Add earning | Create on Payroll | Manage also grants it | | Add deduction | Create on Payroll | Manage also grants it | | Add withholding | Create on Payroll | Manage also grants it | ## What this page tells you > Leave balances key to an employee record, and this entry names no employee. > Leave balances are recorded against an employee record. This entry names no employee, so they cannot be captured here. ![Edit entry](/shots/carrier/financials__payroll__entries__id__edit/page.jpg) ## What you see - Employee - Pay - Payment - Notes - Pay stub detail - Payroll entry card — Editing - New payroll entry ## What you can do - **Cancel** - **Save all changes** - **Hide preview** - **Edit notes** - **Hide Notes** - **Add earning** - **Add deduction** - **Add withholding** - **Employee** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Employee | Yes | combobox | `Select employee` | | Pay period start | Yes | textbox | `2026-06-16` | | Pay period end | Yes | textbox | `2026-06-30` | | Gross pay | Yes | textbox | `3350.00` | | Deductions | No | textbox | `915.00` | | Pay date | Yes | textbox | `2026-07-05` | | Status | No | combobox | `Pending` | | Check / reference | No | textbox | `DD batch 0904-1` | | Tax year | No | spinbutton | `2026` | | YTD gross earnings | No | textbox | | | YTD total deductions | No | textbox | | | YTD total taxes | No | textbox | | | YTD net pay | No | textbox | | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/financials__payroll__entries__id__edit/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/financials__payroll__entries__id__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/financials__payroll__entries__id__edit/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/financials__payroll__entries__id__edit/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Profitability & Margins" description: "Financials \u00b7 /carrier-portal/financials/profitability" --- **Module:** Financials · **For:** Carrier users · **Page address:** `/carrier-portal/financials/profitability` ## How to get there Finance → Accounting → Profitability ## Who can use this page Needs: **View** permission on the **Financials** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Export 2 rows to CSV | Export on Financials | Manage also grants it | ## What this page tells you > Every figure here is a READ of what has already been posted or invoiced. Nothing on this screen moves money, and a margin is only ever stated at a grain where both a revenue key and a cost key resolve to the same dimension. > Top 8 customers by invoiced AR, from the rows this page has read. > Revenue-side only — no cost is attributed at customer grain, so nothing here is a margin. Only customers with invoiced revenue above zero are charted — a zero or negative row has no share of a total and would draw an empty band. Every row, including those, is in the table below. ![Profitability & Margins](/shots/carrier/financials__profitability/page.jpg) ## What you see - Where your invoiced revenue comes from - Revenue by Customer ## Table columns Segment · Value · Share · Detail · Brazos Valley Foods Llc · Customer · Invoiced Revenue · Collected · Outstanding Ar · Invoices · Overdue ## Tabs - **By Product/Service** - **Revenue by Customer** - **Spend by Vendor** - **By Department** - **By load** - **Company Summary**
Tab: By Product Service ![By Product Service tab](/shots/carrier/financials__profitability/tab-0-By-Product-Service.jpg)
Tab: Revenue by Customer ![Revenue by Customer tab](/shots/carrier/financials__profitability/tab-1-Revenue-by-Customer.jpg)
Tab: Last page 1 ![Last page 1 tab](/shots/carrier/financials__profitability/tab-10-Last-page-1-.jpg)
Tab: Spend by Vendor ![Spend by Vendor tab](/shots/carrier/financials__profitability/tab-2-Spend-by-Vendor.jpg)
Tab: By Department ![By Department tab](/shots/carrier/financials__profitability/tab-3-By-Department.jpg)
Tab: By load ![By load tab](/shots/carrier/financials__profitability/tab-4-By-load.jpg)
## What you can do - **Refresh** - **Filters** - **Export 2 rows to CSV** - **Customer** - **Invoiced revenue** - **Collected** - **Outstanding AR** - **Invoices** - **Overdue** - **Rows per page — currently 10** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Receivables | No | combobox | `Any receivables` | ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/financials__profitability/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/financials__profitability/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/financials__profitability/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Financial Reports" description: "Financials \u00b7 /carrier-portal/financials/reports" --- **Module:** Financials · **For:** Carrier users · **Page address:** `/carrier-portal/financials/reports` ## How to get there Finance → Reports ## Who can use this page Needs: **View** permission on the **Financials** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Export CSV | Export on Financials | Manage also grants it | | Export 3 rows to CSV | Export on Financials | Manage also grants it | ## What this page tells you > Period-to-date, from POSTED journal entries only (`gl_financial_summary`). Draft entries are excluded, and this statement is a record of what has been posted — nothing here moves money. > Assets and liabilities are the RAW debit−credit contribution (contra-account correct). Equity is a DERIVED residual — assets − liabilities — so A = L + E holds by construction and this card can never surface a trial-balance imbalance. > Face value of your open invoices, bucketed by days past due. ![Financial Reports](/shots/carrier/financials__reports/page.jpg) ## What you see - Profit & loss - Balance sheet - Receivables by age - Payables by age - Ledger accounts ## Table columns Segment · Value · Share · Detail · Not Yet Due · 1–30 Days Past Due · 31–60 Days Past Due · 61–90 Days Past Due · Over 90 Days Past Due · Segment · Value · Share · Detail · Not Yet Due · 1–30 Days Past Due · 31–60 Days Past Due · 61–90 Days Past Due · Over 90 Days Past Due · Account · Section · Balance ## Tabs - **Statements** - **Trends** - **Report Library**
Tab: Statements ![Statements tab](/shots/carrier/financials__reports/tab-0-Statements.jpg)
Tab: Trends ![Trends tab](/shots/carrier/financials__reports/tab-1-Trends.jpg)
Tab: Report Library ![Report Library tab](/shots/carrier/financials__reports/tab-2-Report-Library.jpg)
Tab: First page ![First page tab](/shots/carrier/financials__reports/tab-3-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/financials__reports/tab-4-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/financials__reports/tab-5-Page-1.jpg)
## What you can do - **Refresh** - **Open accounts receivable** - **Export CSV** - **Filters** - **Export 3 rows to CSV** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Section | No | combobox | `Any section` | | Zero balances | No | combobox | `Any zero balances` | ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/financials__reports/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/financials__reports/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/financials__reports/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Settlements" description: "Financials \u00b7 /carrier-portal/financials/settlements" --- **Module:** Financials · **For:** Carrier users · **Page address:** `/carrier-portal/financials/settlements` ## How to get there Finance → Sales & Payments → Settlements ## Who can use this page Needs: **View** permission on the **Financials** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Export 13 rows to CSV | Export on Financials | Manage also grants it | ![Settlements](/shots/carrier/financials__settlements/page.jpg) ## What you see - Settlement statements ## Table columns Statement · Status · Gross · Deductions · Net · Statement · Paid By · Status · Gross · Deductions · Net
Tab: First page ![First page tab](/shots/carrier/financials__settlements/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/financials__settlements/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/financials__settlements/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/financials__settlements/tab-3-Next-page.jpg)
Tab: Last page 1 ![Last page 1 tab](/shots/carrier/financials__settlements/tab-4-Last-page-1-.jpg)
Tab: First page ![First page tab](/shots/carrier/financials__settlements/tab-5-First-page.jpg)
## What you can do - **How this works** - **Run settlement** - **Show only statements whose net is negative** - **Filters** - **Export 13 rows to CSV** - **Statement** - **Status** - **Gross** - **Deductions** - **Net** - **Copy** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Status | No | combobox | `Any status` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/financials__settlements/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/financials__settlements/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/financials__settlements/state-popover-guide.jpg)
Rowmenu state ![rowmenu state](/shots/carrier/financials__settlements/state-rowmenu.jpg)
Last updated 2026-10-27 --- --- title: "Tax & Compliance" description: "Financials \u00b7 /carrier-portal/financials/tax" --- **Module:** Financials · **For:** Carrier users · **Page address:** `/carrier-portal/financials/tax` ## How to get there Finance → Payroll → Tax & Compliance ## Who can use this page Needs: **View** permission on the **Payroll** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Add tax entry | Create on Payroll | Manage also grants it | ## What this page tells you > Overall tax obligations across all types > Each one opens as its own page, with a way back here. > Vendor 1099 classification and TIN (backup-withholding) posture from the tax-filing seam. Advisory only — no authoritative reportable total and no verified-TIN result is shown here. ![Tax & Compliance](/shots/carrier/financials__tax/page.jpg) ## What you see - Tax Summary - More tax pages - 1099 / TIN status (advisory) ## Tabs - **Overview** - **Sales Tax** - **Income Tax** - **Payroll Tax** - **Property Tax** - **Corporate Tax** - **Other** - **Tax Returns** - **Reports**
Tab: Overview ![Overview tab](/shots/carrier/financials__tax/tab-0-Overview.jpg)
Tab: Sales Tax ![Sales Tax tab](/shots/carrier/financials__tax/tab-1-Sales-Tax.jpg)
Tab: Income Tax ![Income Tax tab](/shots/carrier/financials__tax/tab-2-Income-Tax.jpg)
Tab: Payroll Tax ![Payroll Tax tab](/shots/carrier/financials__tax/tab-3-Payroll-Tax.jpg)
Tab: Property Tax ![Property Tax tab](/shots/carrier/financials__tax/tab-4-Property-Tax.jpg)
Tab: Corporate Tax ![Corporate Tax tab](/shots/carrier/financials__tax/tab-5-Corporate-Tax.jpg)
## What you can do - **IFTA Quarterly Return** - **UCR Registration Proof** - **Refresh** - **Add tax entry** ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/financials__tax/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/financials__tax/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/financials__tax/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "1099 workbench" description: "Financials \u00b7 /carrier-portal/financials/tax/1099-workbench" --- **Module:** Financials · **For:** Carrier users · **Page address:** `/carrier-portal/financials/tax/1099-workbench` ## How to get there Finance → Payroll → Tax & Compliance → (a record) ## Who can use this page Needs: **View** permission on the **Payroll** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ## What this page tells you > The 1099-NEC threshold for TY2026 is pending in the registry (not yet published there). Reportability is not determined — no figure is carried forward. > Your company’s default for payments to carriers. > IRS Instructions for Forms 1099-MISC and 1099-NEC (Rev. December 2026) list payments for freight and storage, and generally payments to corporations, as not reported on Form 1099-NEC. Confirm with your tax adviser. ![1099 workbench](/shots/carrier/financials__tax__1099-workbench/page.jpg) ## What you see - Tax year - Carrier freight payments - Payees ## Tabs - **Payees** - **Prepare a 1099-NEC**
Tab: Payees ![Payees tab](/shots/carrier/financials__tax__1099-workbench/tab-0-Payees.jpg)
Tab: Prepare a 1099 NEC ![Prepare a 1099 NEC tab](/shots/carrier/financials__tax__1099-workbench/tab-1-Prepare-a-1099-NEC.jpg)
Tab: First page ![First page tab](/shots/carrier/financials__tax__1099-workbench/tab-2-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/financials__tax__1099-workbench/tab-3-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/financials__tax__1099-workbench/tab-4-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/financials__tax__1099-workbench/tab-5-Next-page.jpg)
## What you can do - **How this works** - **Tax & compliance** - **Payee** - **W-9 status** - **How payments are treated** - **1099-NEC** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Tax year | No | combobox | `2026` | | Not reported — IRS lists freight as an exception (recommended) | No | radio | | | Report on Form 1099-NEC | No | radio | | ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/financials__tax__1099-workbench/state-loading.jpg)
Tooltip state ![tooltip state](/shots/carrier/financials__tax__1099-workbench/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Entry details" description: "Financials \u00b7 /carrier-portal/financials/tax/entries/:id" --- **Module:** Financials · **For:** Carrier users · **Page address:** `/carrier-portal/financials/tax/entries/:id` ## How to get there Finance → Payroll → Tax & Compliance → GST/HST Q2 remittance → Back ## Who can use this page Needs: **View** permission on the **Payroll** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Edit Tax Entry | Edit on Payroll | Manage also grants it | ## What this page tells you > One column carries both — a dedicated jurisdiction column is a logged schema gap ![Entry details](/shots/carrier/financials__tax__entries__id/page.jpg) ## What you see - Type & Name - Amount & Status - Period & Dates - Reference / Jurisdiction ## Tabs - **Overview** - **Notes** - **Audit**
Tab: Overview ![Overview tab](/shots/carrier/financials__tax__entries__id/tab-0-Overview.jpg)
Tab: Notes ![Notes tab](/shots/carrier/financials__tax__entries__id/tab-1-Notes.jpg)
Tab: Audit ![Audit tab](/shots/carrier/financials__tax__entries__id/tab-2-Audit.jpg)
## What you can do - **Preview tax statement document** - **Edit Tax Entry** - **More actions** ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/financials__tax__entries__id/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/financials__tax__entries__id/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/financials__tax__entries__id/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Edit entry" description: "Financials \u00b7 /carrier-portal/financials/tax/entries/:id/edit" --- **Module:** Financials · **For:** Carrier users · **Page address:** `/carrier-portal/financials/tax/entries/:id/edit` ## How to get there Finance → Payroll → Tax & Compliance → GST/HST Q2 remittance → Edit Entry ## Who can use this page Needs: **Edit** permission on the **Payroll** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on Payroll | Must be granted on its own (not part of Manage) | | Save all changes | Edit on Payroll | Manage also grants it | | Edit notes | Edit on Payroll | Manage also grants it | ![Edit entry](/shots/carrier/financials__tax__entries__id__edit/page.jpg) ## What you see - Tax - Period & dates - Amount & status - Notes - Tax entry card — Editing - GST/HST Q2 remittance ## What you can do - **Cancel** - **Save all changes** - **Hide preview** - **Edit notes** - **Hide Notes** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Tax type | Yes | combobox | `Sales Tax` | | Tax name | Yes | textbox | `Illinois ST-1 sales tax` | | Reference / Jurisdiction | No | textbox | `ST-1 confirmation 4471-8829` | | Tax period | Yes | textbox | `Q2 2026` | | Due date | Yes | textbox | `2026-07-31` | | Filing date | No | textbox | | | Paid date | No | textbox | | | Tax amount | Yes | textbox | `5310.5` | | Status | No | combobox | `Pending` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/financials__tax__entries__id__edit/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/financials__tax__entries__id__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/financials__tax__entries__id__edit/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/financials__tax__entries__id__edit/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "IFTA quarterly workbench" description: "Financials \u00b7 /carrier-portal/financials/tax/ifta" --- **Module:** Financials · **For:** Carrier users · **Page address:** `/carrier-portal/financials/tax/ifta` ## How to get there Finance → Payroll → Tax & Compliance → Ifta ## Who can use this page Needs: **View** permission on the **Payroll** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Add | Create on Payroll | Manage also grants it | ## What this page tells you > No fuel purchases with a state or province this quarter > Add a jurisdiction below to type the miles you drove there. > For states and provinces where you bought no fuel. ![IFTA quarterly workbench](/shots/carrier/financials__tax__ifta/page.jpg) ## What you see - Quarter - By jurisdiction - Add a jurisdiction you drove in ## Table columns Jurisdiction · Miles · Tax-Paid Gallons · Taxable Gallons · Net Taxable Gallons · Rate Per Gallon · Net Tax
Tab: First page ![First page tab](/shots/carrier/financials__tax__ifta/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/financials__tax__ifta/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/financials__tax__ifta/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/financials__tax__ifta/tab-3-Next-page.jpg)
Tab: Last page 1 ![Last page 1 tab](/shots/carrier/financials__tax__ifta/tab-4-Last-page-1-.jpg)
## What you can do - **How this works** - **Tax & compliance** - **More actions** - **Jurisdiction** - **Tax-paid gallons** - **Rows per page — currently 10** - **Add** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Year | No | combobox | `2026` | | Quarter | No | combobox | `Q4` | | Jurisdiction to add | No | combobox | `Choose a state or province` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/financials__tax__ifta/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/financials__tax__ifta/state-loading.jpg)
Tooltip state ![tooltip state](/shots/carrier/financials__tax__ifta/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Income withholding orders" description: "Financials \u00b7 /carrier-portal/financials/tax/withholding-orders" --- **Module:** Financials · **For:** Carrier users · **Page address:** `/carrier-portal/financials/tax/withholding-orders` ## How to get there Finance → Payroll → Tax & Compliance → Withholding Orders ## Who can use this page Needs: **View** permission on the **Payroll** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Record an order | Create on Payroll | Manage also grants it | ## What this page tells you > Federal child-support guidance says income withholding orders reach payments to nonemployees, such as contractor drivers and owner-operators. Limits and timing follow the order and the issuing state. Grennex does not send payments to the state. > Orders you record will list here, one row per order. ![Income withholding orders](/shots/carrier/financials__tax__withholding-orders/page.jpg) ## What you see - What an order reaches - Orders - How a draft deduction works ## Table columns Payee · Issuing State Or Tribe · Case Id · Amount Per Pay Period (As Stated) · Status
Tab: First page ![First page tab](/shots/carrier/financials__tax__withholding-orders/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/financials__tax__withholding-orders/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/financials__tax__withholding-orders/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/financials__tax__withholding-orders/tab-3-Next-page.jpg)
Tab: Last page 1 ![Last page 1 tab](/shots/carrier/financials__tax__withholding-orders/tab-4-Last-page-1-.jpg)
## What you can do - **How this works** - **Tax & compliance** - **Record an order** - **Rows per page — currently 10** ## When there is nothing to show - "- row "No orders recorded Orders you record will list here, one row per order.":" - "- cell "No orders recorded Orders you record will list here, one row per order.":" - "No orders recorded" ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/financials__tax__withholding-orders/state-loading.jpg)
Tooltip state ![tooltip state](/shots/carrier/financials__tax__withholding-orders/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Fleet tech details" description: "Fleet tech \u00b7 /carrier-portal/fleet-tech/:category" --- **Module:** Fleet tech · **For:** Carrier users · **Page address:** `/carrier-portal/fleet-tech/:category` ## How to get there Fleet → Equipment & Devices → Telematics ## Who can use this page Needs: **View** permission on the **Fleet** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Add equipment | Create on Fleet | Manage also grants it | | Export 12 rows to CSV | Export on Fleet | Manage also grants it | ![Fleet tech details](/shots/carrier/fleet-tech__category/page.jpg) ## What you see - Telematics & Devices ## Table columns Equipment · Qty · Condition · Status · Assigned To · Compliance
Tab: First page ![First page tab](/shots/carrier/fleet-tech__category/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/fleet-tech__category/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/fleet-tech__category/tab-2-Page-1.jpg)
Tab: Page 2 ![Page 2 tab](/shots/carrier/fleet-tech__category/tab-3-Page-2.jpg)
Tab: Next page ![Next page tab](/shots/carrier/fleet-tech__category/tab-4-Next-page.jpg)
Tab: Last page 2 ![Last page 2 tab](/shots/carrier/fleet-tech__category/tab-5-Last-page-2-.jpg)
## What you can do - **How this works** - **Add equipment** - **Filters** - **Export 12 rows to CSV** - **Equipment** - **Qty** - **Condition** - **Status** - **Assigned to** - **Compliance** - **Copy** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Status | No | combobox | `Any status` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/fleet-tech__category/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/fleet-tech__category/state-loading.jpg)
Rowmenu state ![rowmenu state](/shots/carrier/fleet-tech__category/state-rowmenu.jpg)
Tooltip state ![tooltip state](/shots/carrier/fleet-tech__category/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Fleet tech details" description: "Fleet tech \u00b7 /carrier-portal/fleet-tech/:category/:type" --- **Module:** Fleet tech · **For:** Carrier users · **Page address:** `/carrier-portal/fleet-tech/:category/:type` ## Who can use this page Needs: **View** permission on the **Fleet** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ![Fleet tech details](/shots/carrier/fleet-tech__category__type/page.jpg) ## Table columns Equipment · Qty · Condition · Status · Assigned To · Compliance
Tab: First page ![First page tab](/shots/carrier/fleet-tech__category__type/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/fleet-tech__category__type/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/fleet-tech__category__type/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/fleet-tech__category__type/tab-3-Next-page.jpg)
Tab: Last page 1 ![Last page 1 tab](/shots/carrier/fleet-tech__category__type/tab-4-Last-page-1-.jpg)
## Loading, empty and error states
Loading state ![loading state](/shots/carrier/fleet-tech__category__type/state-loading.jpg)
Tooltip state ![tooltip state](/shots/carrier/fleet-tech__category__type/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Item details" description: "Fleet tech \u00b7 /carrier-portal/fleet-tech/:category/items/:id" --- **Module:** Fleet tech · **For:** Carrier users · **Page address:** `/carrier-portal/fleet-tech/:category/items/:id` ## How to get there Fleet → Equipment & Devices → (a record) ## Who can use this page Needs: **View** permission on the **Fleet** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Edit equipment | Edit on Fleet | Manage also grants it | ![Item details](/shots/carrier/fleet-tech__category__items__id/page.jpg) ## What you see - Equipment & identity - Assignment & status ## Tabs - **Overview** - **Specifications** - **Audit**
Tab: Overview ![Overview tab](/shots/carrier/fleet-tech__category__items__id/tab-0-Overview.jpg)
Tab: Specifications ![Specifications tab](/shots/carrier/fleet-tech__category__items__id/tab-1-Specifications.jpg)
Tab: Audit ![Audit tab](/shots/carrier/fleet-tech__category__items__id/tab-2-Audit.jpg)
## What you can do - **Edit equipment** - **More actions** ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/fleet-tech__category__items__id/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/fleet-tech__category__items__id/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/fleet-tech__category__items__id/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Edit item" description: "Fleet tech \u00b7 /carrier-portal/fleet-tech/:category/items/:id/edit" --- **Module:** Fleet tech · **For:** Carrier users · **Page address:** `/carrier-portal/fleet-tech/:category/items/:id/edit` ## How to get there Fleet → Equipment & Devices → Electronic Logging Device (ELD) → Edit Telematic ## Who can use this page Needs: **Edit** permission on the **Fleet** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on Fleet | Must be granted on its own (not part of Manage) | | Save changes | Edit on Fleet | Manage also grants it | ![Edit item](/shots/carrier/fleet-tech__category__items__id__edit/page.jpg) ## What you see - Details - Assignment & Status - Specifications - Equipment — Editing - Cab ELD 202609162335 (sample) ## What you can do - **How this works** - **Cancel** - **Save changes** - **Hide preview** - **View & edit notes** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Equipment type | No | combobox | `Electronic Logging Device (ELD)` | | Provider | Yes | combobox | `Samsara` | | Quantity | Yes | spinbutton | `1` | | Label / asset tag | No | textbox | `Cab ELD 202609162335 (sample)` | | Serial number | No | textbox | | | Condition | No | combobox | `Good` | | Status | No | combobox | `Available` | | Assigned to | No | combobox | `Unassigned` | | Compliance / inspection expiry | No | textbox | `MM/DD/YYYY` | | Device model | No | textbox | `VG34` | | ELD registration ID | Yes | textbox | `ELD-REG-202609162335` | | Firmware version | No | textbox | `4.20.0` | | Malfunction status | No | combobox | `—` | | Notes | No | textbox | `Mounted behind the driver seat; harness ` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/fleet-tech__category__items__id__edit/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/fleet-tech__category__items__id__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/fleet-tech__category__items__id__edit/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/fleet-tech__category__items__id__edit/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "New item" description: "Fleet tech \u00b7 /carrier-portal/fleet-tech/:category/items/new" --- **Module:** Fleet tech · **For:** Carrier users · **Page address:** `/carrier-portal/fleet-tech/:category/items/new` ## How to get there Fleet → Equipment & Devices → Add equipment ## Who can use this page Needs: **Create** permission on the **Fleet** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on Fleet | Must be granted on its own (not part of Manage) | | Add equipment | Create on Fleet | Manage also grants it | ![New item](/shots/carrier/fleet-tech__category__items__new/page.jpg) ## What you see - Details - Assignment & Status - Specifications - Equipment — Draft - Electronic Logging Device (ELD) ## What you can do - **How this works** - **Cancel** - **Add equipment** - **Hide preview** - **View & edit notes** - **Provider** - **ELD registration ID** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Equipment type | No | combobox | `Electronic Logging Device (ELD)` | | Provider | Yes | combobox | `—` | | Quantity | Yes | spinbutton | `1` | | Label / asset tag | No | textbox | | | Serial number | No | textbox | | | Condition | No | combobox | `Good` | | Status | No | combobox | `Available` | | Assigned to | No | combobox | `Unassigned` | | Compliance / inspection expiry | No | textbox | `MM/DD/YYYY` | | Device model | No | textbox | | | ELD registration ID | Yes | textbox | | | Firmware version | No | textbox | | | Malfunction status | No | combobox | `—` | | Notes | No | textbox | | ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/fleet-tech__category__items__new/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/fleet-tech__category__items__new/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/fleet-tech__category__items__new/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Help & Support" description: "Help \u00b7 /carrier-portal/help/center" --- **Module:** Help · **For:** Carrier users · **Page address:** `/carrier-portal/help/center` ## How to get there Help → Help Center ## Who can use this page Needs: **View** permission on the **Help** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | New ticket | Create on Help | Manage also grants it | | Export 13 rows to CSV | Export on Help | Manage also grants it | ![Help & Support](/shots/carrier/help__center/page.jpg) ## What you see - Help library ## Table columns Title · Type · Category · Source · Views · Updated
Tab: First page ![First page tab](/shots/carrier/help__center/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/help__center/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/help__center/tab-2-Page-1.jpg)
Tab: Page 2 ![Page 2 tab](/shots/carrier/help__center/tab-3-Page-2.jpg)
Tab: Next page ![Next page tab](/shots/carrier/help__center/tab-4-Next-page.jpg)
Tab: Last page 2 ![Last page 2 tab](/shots/carrier/help__center/tab-5-Last-page-2-.jpg)
## What you can do - **How this works** - **New ticket** - **Articles 3 Knowledge base** - **FAQs 5 Quick answers** - **Filters** - **Export 13 rows to CSV** - **Title** - **Type** - **Category** - **Source** - **Views** - **Updated** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Type | No | combobox | `Any type` | | Category | No | combobox | `Any category` | ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/help__center/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/help__center/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/help__center/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Guides" description: "Help \u00b7 /carrier-portal/help/documentation" --- **Module:** Help · **For:** Carrier users · **Page address:** `/carrier-portal/help/documentation` ## How to get there Help → Guides ## Who can use this page Needs: **View** permission on the **Help** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Dispatch and Transit | Assign on Help | Manage also grants it | ## What this page tells you > If none of these answer it, open a ticket and a person will pick it up. ![Guides](/shots/carrier/help__documentation/page.jpg) ## What you see - Contents - Documents - Shipments - Technical - Still stuck? ## What you can do - **Get Started** - **Account and Team Setup** - **Quotes and Booking** - **Dispatch and Transit** - **Delivery and Proof of Delivery** - **Billing and Payments** - **Compliance and Tax** - **EDI and Integrations** - **Platform Administration** - **Pricing and Fuel Surcharges** - **Federal Records and Payment Setup** - **End-to-End Shipment Walkthrough** - **Published Articles** - **Documents** - **Shipments** - **Technical** ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/help__documentation/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/help__documentation/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/help__documentation/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Contact support" description: "Help \u00b7 /carrier-portal/help/phone" --- **Module:** Help · **For:** Carrier users · **Page address:** `/carrier-portal/help/phone` ## How to get there Help → Contact Support ## Who can use this page Needs: **View** permission on the **Help** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ## What this page tells you > The best option. Your ticket goes straight to the support desk, you can follow it here, and replies arrive in the app. > Write to us from here, with no mail app needed. It goes to noreply@grennex.io and we reply to the address you sign in with. > We do not have a support phone line or scheduled callbacks during private beta. A ticket or an email is the fastest way to reach us, and both are answered by the same team. ![Contact support](/shots/carrier/help__phone/page.jpg) ## What you see - Ways to reach us - Open a support ticket - Email us - Phone and callbacks - Not available yet - What we can help with - Something is broken - Billing and payments - Your account and users - How do I…? - When you will hear back - Getting a faster answer - Look it up yourself ## What you can do - **Open a ticket** - **Email support** - **Open the help center** - **View your tickets** ## Loading, empty and error states
Error state ![error state](/shots/carrier/help__phone/state-error.jpg)
Loading state ![loading state](/shots/carrier/help__phone/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/help__phone/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/help__phone/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Load board details" description: "Load Board \u00b7 /carrier-portal/load-board/:loadId" --- **Module:** Load Board · **For:** Carrier users · **Page address:** `/carrier-portal/load-board/:loadId` ## How to get there Load Board → Search Loads → (a record) ## Who can use this page Needs: **View** permission on the **Load Board** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ## What this page tells you > Crew and equipment are set after you book this load. ![Load board details](/shots/carrier/load-board__loadId/page.jpg) ## What you see - Load facts - Assigned crew & equipment - No driver assigned yet ## Tabs - **Overview** - **Trip** - **Stops** - **Schedule** - **Paperwork** - **Route**
Tab: Overview ![Overview tab](/shots/carrier/load-board__loadId/tab-0-Overview.jpg)
Tab: Trip ![Trip tab](/shots/carrier/load-board__loadId/tab-1-Trip.jpg)
Tab: Stops ![Stops tab](/shots/carrier/load-board__loadId/tab-2-Stops.jpg)
Tab: Schedule ![Schedule tab](/shots/carrier/load-board__loadId/tab-3-Schedule.jpg)
Tab: Paperwork ![Paperwork tab](/shots/carrier/load-board__loadId/tab-4-Paperwork.jpg)
Tab: Route ![Route tab](/shots/carrier/load-board__loadId/tab-5-Route.jpg)
## What you can do - **View your bid** ## When there is nothing to show - "- heading "No driver assigned yet" [level=3]" ## Loading, empty and error states
Error state ![error state](/shots/carrier/load-board__loadId/state-error.jpg)
Loading state ![loading state](/shots/carrier/load-board__loadId/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/load-board__loadId/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/load-board__loadId/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Book Load" description: "Load Board \u00b7 /carrier-portal/load-board/book" --- **Module:** Load Board · **For:** Carrier users · **Page address:** `/carrier-portal/load-board/book` ## How to get there Load Board → Book Load ## Who can use this page Needs: **View** permission on the **Load Board** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ![Book Load](/shots/carrier/load-board__book/page.jpg) ## What you see - Loads ready to book
Tab: First page ![First page tab](/shots/carrier/load-board__book/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/load-board__book/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/load-board__book/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/load-board__book/tab-3-Next-page.jpg)
Tab: Last page 1 ![Last page 1 tab](/shots/carrier/load-board__book/tab-4-Last-page-1-.jpg)
## What you can do - **Find loads to book** - **Show every load ready to book** - **Show loads awarded from an accepted bid** - **Show instant-book loads** - **Filters** - **Load** - **Lane** - **Schedule** - **Agreed rate** - **Cleared by** - **Rows per page — currently 10** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Source | No | combobox | `Any source` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/load-board__book/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/load-board__book/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/load-board__book/state-popover-guide.jpg)
Rowmenu state ![rowmenu state](/shots/carrier/load-board__book/state-rowmenu.jpg)
Last updated 2026-10-26 --- --- title: "My Bids" description: "Load Board \u00b7 /carrier-portal/load-board/my-bids" --- **Module:** Load Board · **For:** Carrier users · **Page address:** `/carrier-portal/load-board/my-bids` ## How to get there Load Board → My Bids ## Who can use this page Needs: **View** permission on the **Load Board** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Export 8 rows to CSV | Export on Load Board | Manage also grants it | ![My Bids](/shots/carrier/load-board__my-bids/page.jpg) ## What you see - Bids ## Table columns Load · Lane · Pickup · Your Bid · Posted Rate · Status
Tab: First page ![First page tab](/shots/carrier/load-board__my-bids/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/load-board__my-bids/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/load-board__my-bids/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/load-board__my-bids/tab-3-Next-page.jpg)
Tab: Last page 1 ![Last page 1 tab](/shots/carrier/load-board__my-bids/tab-4-Last-page-1-.jpg)
## What you can do - **Find loads to bid** - **Filter to pending bids** - **Filter to countered bids** - **Filter to accepted bids** - **Filter to pending bids (live value)** - **Filters** - **Export 8 rows to CSV** - **Load** - **Lane** - **Pickup** - **Your Bid** - **Posted Rate** - **Status** - **PST-000343** - **PST-000341** - **Fresno, CA → Newark, NJ** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Status | No | combobox | `Any status` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/load-board__my-bids/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/load-board__my-bids/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/load-board__my-bids/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/load-board__my-bids/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "My bid details" description: "Load Board \u00b7 /carrier-portal/load-board/my-bids/:bidId" --- **Module:** Load Board · **For:** Carrier users · **Page address:** `/carrier-portal/load-board/my-bids/:bidId` ## How to get there Load Board → My Bids → (a record) ## Who can use this page Needs: **View** permission on the **Load Board** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ## What this page tells you > (sample record) D0_FRESH:edit_event:01 ![My bid details](/shots/carrier/load-board__my-bids__bidId/page.jpg) ## What you see - Bid record - Load context ## Tabs - **Overview** - **Trip** - **Stops** - **Schedule** - **Paperwork** - **Messages**
Tab: Overview ![Overview tab](/shots/carrier/load-board__my-bids__bidId/tab-0-Overview.jpg)
Tab: Trip ![Trip tab](/shots/carrier/load-board__my-bids__bidId/tab-1-Trip.jpg)
Tab: Stops ![Stops tab](/shots/carrier/load-board__my-bids__bidId/tab-2-Stops.jpg)
Tab: Schedule ![Schedule tab](/shots/carrier/load-board__my-bids__bidId/tab-3-Schedule.jpg)
Tab: Paperwork ![Paperwork tab](/shots/carrier/load-board__my-bids__bidId/tab-4-Paperwork.jpg)
Tab: Messages ![Messages tab](/shots/carrier/load-board__my-bids__bidId/tab-5-Messages.jpg)
## What you can do - **View load on the board** - **More actions** ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/load-board__my-bids__bidId/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/load-board__my-bids__bidId/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/load-board__my-bids__bidId/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "My Bookings" description: "Load Board \u00b7 /carrier-portal/load-board/my-bookings" --- **Module:** Load Board · **For:** Carrier users · **Page address:** `/carrier-portal/load-board/my-bookings` ## How to get there Load Board → My Bookings ## Who can use this page Needs: **View** permission on the **Load Board** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Book a load | Create on Load Board | Manage also grants it | ![My Bookings](/shots/carrier/load-board__my-bookings/page.jpg) ## What you see - Bookings ## Table columns Booking · Lane · Pickup · Delivery · Agreed Rate · Status
Tab: First page ![First page tab](/shots/carrier/load-board__my-bookings/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/load-board__my-bookings/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/load-board__my-bookings/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/load-board__my-bookings/tab-3-Next-page.jpg)
Tab: Last page 1 ![Last page 1 tab](/shots/carrier/load-board__my-bookings/tab-4-Last-page-1-.jpg)
## What you can do - **Book a load** - **Show all bookings** - **Filter to confirmed bookings** - **Filter to in-progress bookings** - **Filter to completed bookings** - **Filters** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Status | No | combobox | `Any status` | ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/load-board__my-bookings/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/load-board__my-bookings/state-popover-guide.jpg)
Rowmenu state ![rowmenu state](/shots/carrier/load-board__my-bookings/state-rowmenu.jpg)
Tooltip state ![tooltip state](/shots/carrier/load-board__my-bookings/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "My booking details" description: "Load Board \u00b7 /carrier-portal/load-board/my-bookings/:bookingId" --- **Module:** Load Board · **For:** Carrier users · **Page address:** `/carrier-portal/load-board/my-bookings/:bookingId` ## How to get there Load Board → My Bookings → (a record) ## Who can use this page Needs: **View** permission on the **Load Board** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Edit this load | Edit on Load Board | Manage also grants it | | Assign and confirm this booking in Book Load | Assign on Load Board | Manage also grants it | ![My booking details](/shots/carrier/load-board__my-bookings__bookingId/page.jpg) ## What you see - Booking record ## Tabs - **Overview** - **Shipment**
Tab: Overview ![Overview tab](/shots/carrier/load-board__my-bookings__bookingId/tab-0-Overview.jpg)
Tab: Shipment ![Shipment tab](/shots/carrier/load-board__my-bookings__bookingId/tab-1-Shipment.jpg)
## What you can do - **Edit this load** - **Assign and confirm this booking in Book Load** - **Open shipment** - **More actions** - **Open shipment for booking LD-00003 from Seed Shipper Inc** ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/load-board__my-bookings__bookingId/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/load-board__my-bookings__bookingId/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/load-board__my-bookings__bookingId/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Edit my booking" description: "Load Board \u00b7 /carrier-portal/load-board/my-bookings/:bookingId/edit" --- **Module:** Load Board · **For:** Carrier users · **Page address:** `/carrier-portal/load-board/my-bookings/:bookingId/edit` ## How to get there Load Board → My Bookings → (a record) → Edit My Booking ## Who can use this page Needs: **Edit** permission on the **Load Board** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on Load Board | Must be granted on its own (not part of Manage) | | Save changes | Edit on Load Board | Manage also grants it | | Change requests | Edit on Load Board | Manage also grants it | ## What this page tells you > Every change becomes ONE pending request the shipper (or a Grennex administrator) approves — the load keeps its current values until then. The agreed rate is never editable here. Appointment times are negotiated per stop from the booking's appointment card, not on this page. ![Edit my booking](/shots/carrier/load-board__my-bookings__bookingId__edit/page.jpg)
Tab: Load details ![Load details tab](/shots/carrier/load-board__my-bookings__bookingId__edit/tab-0-Load-details.jpg)
Tab: Location change ![Location change tab](/shots/carrier/load-board__my-bookings__bookingId__edit/tab-1-Location-change.jpg)
Tab: Change requests ![Change requests tab](/shots/carrier/load-board__my-bookings__bookingId__edit/tab-2-Change-requests.jpg)
## What you can do - **Cancel** - **Save changes** - **Load details** - **Location change** - **Change requests** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Mode | No | textbox | `Road` | | Shipment Type | No | textbox | `TL` | | Service Level | No | textbox | `—` | | Pickup date | No | textbox | `2026-10-27` | | Delivery date | No | textbox | `2026-10-28` | | Commodity | No | textbox | `e.g. Packaged food products` | | Equipment | No | combobox | `Dry Van` | | Weight (lbs) | No | spinbutton | `18000` | ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/load-board__my-bookings__bookingId__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/load-board__my-bookings__bookingId__edit/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/load-board__my-bookings__bookingId__edit/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Load Board" description: "Load Board \u00b7 /carrier-portal/load-board/overview" --- **Module:** Load Board · **For:** Carrier users · **Page address:** `/carrier-portal/load-board/overview` ## How to get there Load Board → Overview ## Who can use this page Needs: **View** permission on the **Load Board** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ## What this page tells you > Loads you booked per month — last 12 months ![Load Board](/shots/carrier/load-board__overview/page.jpg) ## What you see - Booking Volume - Booking Status - Recent Activity - My bookings
Tab: First page ![First page tab](/shots/carrier/load-board__overview/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/load-board__overview/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/load-board__overview/tab-2-Page-1.jpg)
Tab: Page 2 ![Page 2 tab](/shots/carrier/load-board__overview/tab-3-Page-2.jpg)
Tab: Next page ![Next page tab](/shots/carrier/load-board__overview/tab-4-Next-page.jpg)
Tab: Last page 2 ![Last page 2 tab](/shots/carrier/load-board__overview/tab-5-Last-page-2-.jpg)
## What you can do - **Refresh** - **Search available loads, 10 available** - **View my bids, 5 open** - **View my bookings, 15 total** - **View All** - **Dallas, TX → Houston, TX Oct 24, 2026 · Confirmed $1,850** - **Dallas, TX → Houston, TX Oct 24, 2026 · Confirmed $1,875** - **Kansas City, MO → Denver, CO Sep 29, 2026 · Confirmed $2,000** - **Chicago, IL → Denver, CO Aug 20, 2026 · Confirmed $2,875** - **View all** - **Filters** - **Reference** - **Lane** - **Pickup** - **Delivery** - **Status** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Status | No | combobox | `Any status` | ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/load-board__overview/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/load-board__overview/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/load-board__overview/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Search Loads" description: "Load Board \u00b7 /carrier-portal/load-board/search" --- **Module:** Load Board · **For:** Carrier users · **Page address:** `/carrier-portal/load-board/search` ## How to get there Load Board → Search Loads ## Who can use this page Needs: **View** permission on the **Load Board** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ## What this page tells you > Showing the first matching load — open any row for its full detail page. > Could not geocode origin address: \"Dallas, TX\" Also, could not geocode destination address: \"Memphis, TN\ > Please verify the origin and destination addresses are correct and complete. ![Search Loads](/shots/carrier/load-board__search/page.jpg) ## What you see - Search loads - Lane preview - Dallas → Memphis - Route Map ## Table columns Reference · Lane · Shipper · Pickup · Delivery · Rate · Equipment · Actions
Tab: First page ![First page tab](/shots/carrier/load-board__search/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/load-board__search/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/load-board__search/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/load-board__search/tab-3-Next-page.jpg)
Tab: Last page 1 ![Last page 1 tab](/shots/carrier/load-board__search/tab-4-Last-page-1-.jpg)
## What you can do - **Filters** - **Rows per page — currently 20** - **View quote request form** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Equipment | No | combobox | `Any equipment` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/load-board__search/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/load-board__search/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/load-board__search/state-popover-guide.jpg)
Rowmenu state ![rowmenu state](/shots/carrier/load-board__search/state-rowmenu.jpg)
Last updated 2026-10-27 --- --- title: "Appointments" description: "Dispatch \u00b7 /carrier-portal/loads/appointments" --- **Module:** Dispatch · **For:** Carrier users · **Page address:** `/carrier-portal/loads/appointments` ## How to get there Dispatch → Appointments ## Who can use this page Needs: **View** permission on the **Dispatch** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Export 15 rows to CSV | Export on Dispatch | Manage also grants it | ## What this page tells you > Rows are your already-booked loads (the loads on My Bookings) with their pickup and delivery appointments — not offers and not new assignments. Confirm or reschedule below without leaving the page. ![Appointments](/shots/carrier/loads__appointments/page.jpg) ## What you see - Booked Load Appointments ## Table columns Load · Action · Pickup · Delivery · Shipper · Driver ## Tabs - **All appointments 15** - **Needs my action 7**
Tab: All appointments15 ![All appointments15 tab](/shots/carrier/loads__appointments/tab-0-All-appointments15.jpg)
Tab: Needs my action7 ![Needs my action7 tab](/shots/carrier/loads__appointments/tab-1-Needs-my-action7.jpg)
Tab: First page ![First page tab](/shots/carrier/loads__appointments/tab-2-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/loads__appointments/tab-3-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/loads__appointments/tab-4-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/loads__appointments/tab-5-Next-page.jpg)
## What you can do - **Refresh** - **Show every booked load** - **Filter to appointments awaiting your action** - **Filter to fully confirmed appointments** - **Filter to loads with an unscheduled stop** - **Filters** - **Export 15 rows to CSV** - **Load** - **Action** - **Pickup** - **Delivery** - **Shipper** - **Driver** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Appointment state | No | combobox | `Any appointment state` | ## When there is nothing to show - "Not scheduled 15 No window on a stop yet" ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/loads__appointments/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/loads__appointments/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/loads__appointments/state-popover-guide.jpg)
Rowmenu state ![rowmenu state](/shots/carrier/loads__appointments/state-rowmenu.jpg)
Last updated 2026-10-27 --- --- title: "Carrier Marketplace" description: "Marketplace \u00b7 /carrier-portal/marketplace/all" --- **Module:** Marketplace · **For:** Carrier users · **Page address:** `/carrier-portal/marketplace/all` ## How to get there Marketplace ## Who can use this page Needs: **View** permission on the **Marketplace** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ## What this page tells you > Smart ELD solution with fleet management features. FMCSA registered. > Fast invoice factoring with same-day funding > Nationwide fuel card network with discounts ![Carrier Marketplace](/shots/carrier/marketplace__all/page.jpg) ## What you see - KeepTruckin ELD - RTS Financial - Comdata Fuel Card - All integrations - KeepTruckin ELD - RTS Financial - Comdata Fuel Card - DAT Load Board - PC*Miler - Grennex EDI - QuickBooks Integration - Xero Accounting - Compliance Guard Pro - CarrierWatch
Tab: First page ![First page tab](/shots/carrier/marketplace__all/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/marketplace__all/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/marketplace__all/tab-2-Page-1.jpg)
Tab: Page 2 ![Page 2 tab](/shots/carrier/marketplace__all/tab-3-Page-2.jpg)
Tab: Page 3 ![Page 3 tab](/shots/carrier/marketplace__all/tab-4-Page-3.jpg)
Tab: Page 4 ![Page 4 tab](/shots/carrier/marketplace__all/tab-5-Page-4.jpg)
## What you can do - **Actions** - **Refresh** - **View details for Listed in view** - **View details for Connected** - **View details for Monthly cost** - **View details for Monthly usage** - **View details for KeepTruckin ELD** - **Settings** - **Details** - **View details for RTS Financial** - **View details for Comdata Fuel Card** - **Filters** - **Table view** - **View details for DAT Load Board** - **View details for PC*Miler** - **View details for Grennex EDI** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Status | No | combobox | `Any status` | | Category | No | combobox | `Any category` | | Sort marketplace integrations | No | combobox | `Recommended` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/marketplace__all/state-dropdown-status.jpg)
Empty state ![empty state](/shots/carrier/marketplace__all/state-empty.jpg)
Error state ![error state](/shots/carrier/marketplace__all/state-error.jpg)
Loading state ![loading state](/shots/carrier/marketplace__all/state-loading.jpg)
Last updated 2026-10-27 --- --- title: "All details" description: "Marketplace \u00b7 /carrier-portal/marketplace/all/:integrationId" --- **Module:** Marketplace · **For:** Carrier users · **Page address:** `/carrier-portal/marketplace/all/:integrationId` ## Who can use this page Needs: **View** permission on the **Marketplace** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ![All details](/shots/carrier/marketplace__all__integrationId/page.jpg) ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/marketplace__all__integrationId/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/marketplace__all__integrationId/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/marketplace__all__integrationId/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "New partner application" description: "Marketplace \u00b7 /carrier-portal/marketplace/all/partner-application/new/edit" --- **Module:** Marketplace · **For:** Carrier users · **Page address:** `/carrier-portal/marketplace/all/partner-application/new/edit` ## How to get there Marketplace → New partner application ## Who can use this page Needs: **Create** permission on the **Marketplace** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on Marketplace | Must be granted on its own (not part of Manage) | | Submit application | Create on Marketplace | Manage also grants it | ![New partner application](/shots/carrier/marketplace__all__partner-application__new__edit/page.jpg) ## What you see - Contact - Company - Business address - Integration - Required agreements - Partner application — Draft - New application ## What you can do - **Cancel** - **Submit application** - **Hide preview** - **Full name** - **Job title** - **Email** - **Phone** - **Company name** - **Website** - **+14 more — Company size, Years in business, Business type, Street address, City, State, Integration category, Integration name, Description, Pricing model, Support level, Partner terms, Security compliance, Data processing** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Full name | Yes | textbox | `John Smith` | | Job title | Yes | textbox | `VP of Partnerships` | | Email | Yes | textbox | `john@company.com` | | Phone | Yes | textbox | `+1 (555) 123-4567` | | Company name | Yes | textbox | `Acme Corp` | | Company size | Yes | combobox | `Select…` | | Years in business | Yes | combobox | `Select…` | | Business type | Yes | combobox | `Select…` | | Website | Yes | textbox | `https://www.acme.com` | | Street address | No | textbox | `123 Business St, Suite 100` | | Country | No | combobox | `United States` | | City | No | textbox | `Chicago` | | State | No | combobox | `Select…` | | ZIP | No | textbox | `60612` | | Integration category | Yes | combobox | `Select…` | | Integration name | Yes | textbox | `Acme Visibility` | | Description | Yes | textbox | `What the integration does, its key featu` | | Pricing model | Yes | combobox | `Select…` | | Support level | Yes | combobox | `Select…` | | API documentation | No | textbox | `https://docs.yourcompany.com/api` | | Partner terms | Yes | checkbox | | | Security compliance | Yes | checkbox | | | Data processing | Yes | checkbox | | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/marketplace__all__partner-application__new__edit/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/marketplace__all__partner-application__new__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/marketplace__all__partner-application__new__edit/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/marketplace__all__partner-application__new__edit/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "New request integration" description: "Marketplace \u00b7 /carrier-portal/marketplace/all/request-integration/new/edit" --- **Module:** Marketplace · **For:** Carrier users · **Page address:** `/carrier-portal/marketplace/all/request-integration/new/edit` ## How to get there Marketplace → Request an integration ## Who can use this page Needs: **Create** permission on the **Marketplace** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on Marketplace | Must be granted on its own (not part of Manage) | | Submit request | Create on Marketplace | Manage also grants it | ## What this page tells you > Filed as Pending — the team reviews it and emails you ![New request integration](/shots/carrier/marketplace__all__request-integration__new__edit/page.jpg) ## What you see - Integration - Priority - Context - Request card — Draft - New integration request ## What you can do - **Cancel** - **Submit request** - **Hide preview** - **Integration name** - **Category** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Integration name | Yes | textbox | `e.g. Zendesk, NetSuite` | | Vendor | No | textbox | `e.g. Zendesk Inc.` | | Category | Yes | combobox | `Select a category` | | Nice to have | No | radio | | | Would help a lot | No | radio | | | Critical need | No | radio | | | How you would use it | No | textbox | `Describe your use case and what features` | | Additional notes | No | textbox | `Any other information that would help us` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/marketplace__all__request-integration__new__edit/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/marketplace__all__request-integration__new__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/marketplace__all__request-integration__new__edit/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/marketplace__all__request-integration__new__edit/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Carrier Applications" description: "Network Directory \u00b7 /carrier-portal/networks/carrier-applications" --- **Module:** Network Directory · **For:** Carrier users · **Page address:** `/carrier-portal/networks/carrier-applications` > This address opens **/carrier-portal/networks/carriers?tab=applications** (the same page, a different view). ## Who can use this page Needs: **View** permission on the **Network Directory** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ![Carrier Applications](/shots/carrier/networks__carrier-applications/page.jpg) ## Table columns Carrier · Dot · Mc · Fleet Size · Total Loads · Verification · Load Offers · Connection
Tab: Roster ![Roster tab](/shots/carrier/networks__carrier-applications/tab-0-Roster.jpg)
Tab: Directory ![Directory tab](/shots/carrier/networks__carrier-applications/tab-1-Directory.jpg)
Tab: Requests ![Requests tab](/shots/carrier/networks__carrier-applications/tab-2-Requests.jpg)
Tab: First page ![First page tab](/shots/carrier/networks__carrier-applications/tab-3-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/networks__carrier-applications/tab-4-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/networks__carrier-applications/tab-5-Page-1.jpg)
## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/networks__carrier-applications/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/networks__carrier-applications/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/networks__carrier-applications/state-popover-guide.jpg)
Rowmenu state ![rowmenu state](/shots/carrier/networks__carrier-applications/state-rowmenu.jpg)
Last updated 2026-10-27 --- --- title: "New carrier application" description: "Network Directory \u00b7 /carrier-portal/networks/carrier-applications/new/edit" --- **Module:** Network Directory · **For:** Carrier users · **Page address:** `/carrier-portal/networks/carrier-applications/new/edit` ## Who can use this page Needs: **Create** permission on the **Network Directory** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ![New carrier application](/shots/carrier/networks__carrier-applications__new__edit/page.jpg) ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/networks__carrier-applications__new__edit/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/networks__carrier-applications__new__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/networks__carrier-applications__new__edit/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/networks__carrier-applications__new__edit/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Carriers" description: "Network Directory \u00b7 /carrier-portal/networks/carrier-requests" --- **Module:** Network Directory · **For:** Carrier users · **Page address:** `/carrier-portal/networks/carrier-requests` ## How to get there Network Directory → Carriers > This address opens **/carrier-portal/networks/carriers?tab=requests** (the same page, a different view). ## Who can use this page Needs: **View** permission on the **Network Directory** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Export 0 rows to CSV | Export on Network Directory | Manage also grants it | ## What this page tells you > When you accept a carrier’s connection request — or a carrier accepts yours — it appears here. ![Carriers](/shots/carrier/networks__carrier-requests/page.jpg) ## What you see - Accepted carrier requests ## Table columns Company Name · Portal Type · Direction · Request Date · Status · Date Actioned · Decline Reason · Actioned By ## Tabs - **Roster** - **Directory** - **Requests**
Tab: Roster ![Roster tab](/shots/carrier/networks__carrier-requests/tab-0-Roster.jpg)
Tab: Directory ![Directory tab](/shots/carrier/networks__carrier-requests/tab-1-Directory.jpg)
Tab: Requests ![Requests tab](/shots/carrier/networks__carrier-requests/tab-2-Requests.jpg)
Tab: First page ![First page tab](/shots/carrier/networks__carrier-requests/tab-3-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/networks__carrier-requests/tab-4-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/networks__carrier-requests/tab-5-Page-1.jpg)
## What you can do - **Accepted carriers, 0. Show every accepted carrier.** - **You accepted, 0. Filter to carriers whose request your organization accepted.** - **They accepted, 0. Filter to carriers that accepted your organization's request.** - **Accepted in the last 30 days, 0. Filter to carriers accepted in the last 30 days.** - **Filters** - **Export 0 rows to CSV** - **Refresh** - **Carrier** - **Direction** - **MC** - **DOT** - **Address** - **Contact** - **First requested** - **Accepted** - **Review requests** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Direction | No | combobox | `Any direction` | | Accepted date | No | combobox | `Any accepted date` | ## When there is nothing to show - "- row "No accepted carrier requests yet. When you accept a carrier’s connection request — or a carrier accepts yours — it appears here. Review requests":" - "- cell "No accepted carrier requests yet. When you accept a carrier’s connection request — or a carrier accepts yours — it appears here. Review requests":" - "No accepted carrier requests yet." ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/networks__carrier-requests/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/networks__carrier-requests/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/networks__carrier-requests/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/networks__carrier-requests/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Carriers" description: "Network Directory \u00b7 /carrier-portal/networks/carriers" --- **Module:** Network Directory · **For:** Carrier users · **Page address:** `/carrier-portal/networks/carriers` ## How to get there Network Directory → Carriers ## Who can use this page Needs: **View** permission on the **Network Directory** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Add to Roster | Create on Network Directory | Manage also grants it | ![Carriers](/shots/carrier/networks__carriers/page.jpg) ## What you see - Carrier roster ## Table columns Carrier · Dot · Mc · Fleet Size · Total Loads · Verification · Load Offers · Connection ## Tabs - **Roster** - **Directory** - **Requests**
Tab: Roster ![Roster tab](/shots/carrier/networks__carriers/tab-0-Roster.jpg)
Tab: Directory ![Directory tab](/shots/carrier/networks__carriers/tab-1-Directory.jpg)
Tab: Requests ![Requests tab](/shots/carrier/networks__carriers/tab-2-Requests.jpg)
Tab: First page ![First page tab](/shots/carrier/networks__carriers/tab-3-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/networks__carriers/tab-4-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/networks__carriers/tab-5-Page-1.jpg)
## What you can do - **Browse carrier directory** - **Add to Roster** - **Show every carrier on your roster** - **Filter to connected carriers** - **Clear all** - **Filters, 1 applied** - **Refresh** - **Carrier** - **DOT** - **MC** - **Fleet size** - **Total loads** - **Verification** - **Connection** - **Rows per page — currently 10** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Connection | No | combobox | `Pending` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/networks__carriers/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/networks__carriers/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/networks__carriers/state-popover-guide.jpg)
Rowmenu state ![rowmenu state](/shots/carrier/networks__carriers/state-rowmenu.jpg)
Last updated 2026-10-26 --- --- title: "Connect Carriers" description: "Network Directory \u00b7 /carrier-portal/networks/connect-carriers" --- **Module:** Network Directory · **For:** Carrier users · **Page address:** `/carrier-portal/networks/connect-carriers` ## How to get there Network Directory → Carriers → Connect Carriers ## Who can use this page Needs: **View** permission on the **Network Directory** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Add to Roster | Create on Network Directory | Manage also grants it | ![Connect Carriers](/shots/carrier/networks__connect-carriers/page.jpg) ## What you see - Carrier roster ## Table columns Carrier · Dot · Mc · Fleet Size · Total Loads · Verification · Load Offers · Connection
Tab: First page ![First page tab](/shots/carrier/networks__connect-carriers/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/networks__connect-carriers/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/networks__connect-carriers/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/networks__connect-carriers/tab-3-Next-page.jpg)
Tab: Last page 1 ![Last page 1 tab](/shots/carrier/networks__connect-carriers/tab-4-Last-page-1-.jpg)
## What you can do - **Browse carrier directory** - **Add to Roster** - **Show every carrier on your roster** - **Filter to connected carriers** - **Clear all** - **Filters, 1 applied** - **Refresh** - **Carrier** - **DOT** - **MC** - **Fleet size** - **Total loads** - **Verification** - **Connection** - **Rows per page — currently 10** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Connection | No | combobox | `Pending` | ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/networks__connect-carriers/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/networks__connect-carriers/state-popover-guide.jpg)
Rowmenu state ![rowmenu state](/shots/carrier/networks__connect-carriers/state-rowmenu.jpg)
Tooltip state ![tooltip state](/shots/carrier/networks__connect-carriers/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Connect carrier details" description: "Network Directory \u00b7 /carrier-portal/networks/connect-carriers/:id" --- **Module:** Network Directory · **For:** Carrier users · **Page address:** `/carrier-portal/networks/connect-carriers/:id` ## How to get there Network Directory → Carriers → Demo — synthetic · Ironhorse Carriers ## Who can use this page Needs: **View** permission on the **Network Directory** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Edit Carrier | Edit on Network Directory | Manage also grants it | ## What this page tells you > Total loads, rating, and last-load date accrue from real loads run with this carrier — they are never seeded. An unbacked value shows “—”, not 0. > Read-only previews of the standard broker–carrier subcontracting and vetting paperwork. ![Connect carrier details](/shots/carrier/networks__connect-carriers__id/page.jpg) ## What you see - Company - Location - Performance - Subcontracting & Vetting Documents ## Tabs - **Overview** - **Contact** - **Fleet & Service** - **Compliance** - **Audit**
Tab: Overview ![Overview tab](/shots/carrier/networks__connect-carriers__id/tab-0-Overview.jpg)
Tab: Contact ![Contact tab](/shots/carrier/networks__connect-carriers__id/tab-1-Contact.jpg)
Tab: Fleet Service ![Fleet Service tab](/shots/carrier/networks__connect-carriers__id/tab-2-Fleet-Service.jpg)
Tab: Compliance ![Compliance tab](/shots/carrier/networks__connect-carriers__id/tab-3-Compliance.jpg)
Tab: Audit ![Audit tab](/shots/carrier/networks__connect-carriers__id/tab-4-Audit.jpg)
## What you can do - **Edit Carrier** - **More actions** - **Broker–Carrier Agreement** - **Certificate of Insurance** - **Carrier Vetting Packet** - **MC/DOT Authority Verification** ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/networks__connect-carriers__id/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/networks__connect-carriers__id/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/networks__connect-carriers__id/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Edit connect carrier" description: "Network Directory \u00b7 /carrier-portal/networks/connect-carriers/:id/edit" --- **Module:** Network Directory · **For:** Carrier users · **Page address:** `/carrier-portal/networks/connect-carriers/:id/edit` ## How to get there Network Directory → Carriers → Demo — synthetic · Ironhorse Carriers → Edit Carrier ## Who can use this page Needs: **Edit** permission on the **Network Directory** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on Network Directory | Must be granted on its own (not part of Manage) | | Save all changes | Edit on Network Directory | Manage also grants it | | Remove Dry Van | Delete on Network Directory | Must be granted on its own (not part of Manage) | | Edit notes | Edit on Network Directory | Manage also grants it | ![Edit connect carrier](/shots/carrier/networks__connect-carriers__id__edit/page.jpg) ## What you see - Company - Location - Contact - Fleet & service - Insurance - Status & connection - Notes - Carrier card — Editing - Demo — synthetic · Ironhorse Carriers ## What you can do - **Cancel** - **Save all changes** - **Hide preview** - **Clear selection** - **Remove Dry Van** - **Edit notes** - **Hide Notes** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Company name | Yes | textbox | `Blue Ridge Transport` | | MC number | No | textbox | `MC-778412` | | DOT number | No | textbox | `2145887` | | Operating authority | No | combobox | `Interstate` | | Street address | No | textbox | `1120 Gate City Blvd` | | Country | No | combobox | `USA` | | City | No | textbox | `Greensboro` | | State | No | combobox | `Colorado` | | ZIP | No | textbox | `27403` | | Contact name | No | textbox | `Demo — synthetic · Bianca Ruiz` | | Contact phone | No | textbox | `+1 (555) 111-2222` | | Contact email | No | textbox | `contact@company.com` | | Fleet size | No | spinbutton | `120` | | Availability | No | combobox | `Available · Not available — FMCSA author` | | Equipment types | No | combobox | `Dry Van` | | Service areas | No | textbox | `Southeast, Mid-Atlantic` | | Preferred lanes | No | textbox | `Greensboro, NC → Atlanta, GA` | | Insurance provider | No | textbox | `Provider name` | | Policy number | No | textbox | `POL-123456` | | Insurance expiry date | No | textbox | `MM/DD/YYYY` | | Status | No | combobox | `Active` | | Connection | Yes | combobox | `Pending` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/networks__connect-carriers__id__edit/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/networks__connect-carriers__id__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/networks__connect-carriers__id__edit/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/networks__connect-carriers__id__edit/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Find Owner Operators" description: "Network Directory \u00b7 /carrier-portal/networks/connect-owner-operators" --- **Module:** Network Directory · **For:** Carrier users · **Page address:** `/carrier-portal/networks/connect-owner-operators` ## How to get there Network Directory → Find Owner Operators ## Who can use this page Needs: **View** permission on the **Network Directory** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Export 77 rows to CSV | Export on Network Directory | Manage also grants it | ![Find Owner Operators](/shots/carrier/networks__connect-owner-operators/page.jpg) ## What you see - Owner operators to connect ## Table columns Operator · Dot/Mc · Location · Rating · Status
Tab: First page ![First page tab](/shots/carrier/networks__connect-owner-operators/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/networks__connect-owner-operators/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/networks__connect-owner-operators/tab-2-Page-1.jpg)
Tab: Page 2 ![Page 2 tab](/shots/carrier/networks__connect-owner-operators/tab-3-Page-2.jpg)
Tab: Page 3 ![Page 3 tab](/shots/carrier/networks__connect-owner-operators/tab-4-Page-3.jpg)
Tab: Page 4 ![Page 4 tab](/shots/carrier/networks__connect-owner-operators/tab-5-Page-4.jpg)
## What you can do - **Filter to owner operators you are not connected to yet** - **Filter to pending connection requests** - **Filter to connected owner operators** - **Filter to declined connection requests** - **Filters** - **Export 77 rows to CSV** - **Refresh** - **Operator** - **DOT/MC** - **Location** - **Rating** - **Status** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Status | No | combobox | `Any status` | ## Loading, empty and error states
Empty state ![empty state](/shots/carrier/networks__connect-owner-operators/state-empty.jpg)
Error state ![error state](/shots/carrier/networks__connect-owner-operators/state-error.jpg)
Loading state ![loading state](/shots/carrier/networks__connect-owner-operators/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/networks__connect-owner-operators/state-popover-guide.jpg)
Last updated 2026-10-27 --- --- title: "Customers" description: "Network Directory \u00b7 /carrier-portal/networks/customers" --- **Module:** Network Directory · **For:** Carrier users · **Page address:** `/carrier-portal/networks/customers` ## How to get there Network Directory → Customers ## Who can use this page Needs: **View** permission on the **Network Directory** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Add Customer | Create on Network Directory | Manage also grants it | | Decline | Approve on Network Directory | Must be granted on its own (not part of Manage) | | Accept | Approve on Network Directory | Must be granted on its own (not part of Manage) | | Export 6 rows to CSV | Export on Network Directory | Manage also grants it | ## What this page tells you > Wants to add your organization as a partner. ![Customers](/shots/carrier/networks__customers/page.jpg) ## What you see - Partner requests - Customers ## Table columns Company · Contact · Location · Type · Connection Type · Status
Tab: First page ![First page tab](/shots/carrier/networks__customers/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/networks__customers/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/networks__customers/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/networks__customers/tab-3-Next-page.jpg)
Tab: Last page 1 ![Last page 1 tab](/shots/carrier/networks__customers/tab-4-Last-page-1-.jpg)
## What you can do - **Table view** - **Map view** - **Add Customer** - **Total Customers 6** - **Active 6** - **Pending 0** - **Inactive 0** - **Decline** - **Accept** - **Filters** - **Export 6 rows to CSV** - **Company** - **Contact** - **Location** - **Type** - **Connection type** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Status | No | combobox | `Any status` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/networks__customers/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/networks__customers/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/networks__customers/state-popover-guide.jpg)
Rowmenu state ![rowmenu state](/shots/carrier/networks__customers/state-rowmenu.jpg)
Last updated 2026-10-26 --- --- title: "Customer details" description: "Network Directory \u00b7 /carrier-portal/networks/customers/:id" --- **Module:** Network Directory · **For:** Carrier users · **Page address:** `/carrier-portal/networks/customers/:id` ## How to get there Network Directory → Customers → (a record) ## Who can use this page Needs: **View** permission on the **Network Directory** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Edit Customer | Edit on Network Directory | Enforced in the app: hidden or disabled without it | ## What this page tells you > (sample record) L6 Shell 202609140815 edited ![Customer details](/shots/carrier/networks__customers__id/page.jpg) ## What you see - Identity - Contact - Address - Registration ## Tabs - **Overview** - **AR Activity** - **Contacts** - **Credit** - **Terms** - **Documents** - **Audit**
Tab: Overview ![Overview tab](/shots/carrier/networks__customers__id/tab-0-Overview.jpg)
Tab: AR Activity ![AR Activity tab](/shots/carrier/networks__customers__id/tab-1-AR-Activity.jpg)
Tab: Contacts ![Contacts tab](/shots/carrier/networks__customers__id/tab-2-Contacts.jpg)
Tab: Credit ![Credit tab](/shots/carrier/networks__customers__id/tab-3-Credit.jpg)
Tab: Terms ![Terms tab](/shots/carrier/networks__customers__id/tab-4-Terms.jpg)
Tab: Documents ![Documents tab](/shots/carrier/networks__customers__id/tab-5-Documents.jpg)
## What you can do - **A complete address** - **Customer type** - **Payment terms** - **W-9** - **Business license** - **Edit Customer** - **More actions** ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/networks__customers__id/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/networks__customers__id/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/networks__customers__id/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Edit customer" description: "Network Directory \u00b7 /carrier-portal/networks/customers/:id/edit" --- **Module:** Network Directory · **For:** Carrier users · **Page address:** `/carrier-portal/networks/customers/:id/edit` ## How to get there Network Directory → Customers → (a record) → Edit Customer ## Who can use this page Needs: **Edit** permission on the **Network Directory** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on Network Directory | Enforced in the app: hidden or disabled without it | | Save all changes | Edit on Network Directory | Enforced in the app: hidden or disabled without it | | Edit notes | Edit on Network Directory | Enforced in the app: hidden or disabled without it | | Upload document | Upload on Network Directory | Manage also grants it | ## What this page tells you > PDF or image, up to 25 MB. Real files, real expiry tracking — never a placeholder. > Upload a W-9, credit application, or business license to get started. ![Edit customer](/shots/carrier/networks__customers__id__edit/page.jpg) ## What you see - Company - Contact & address - Billing & credit - Notes - Documents - Customer card — Editing ## What you can do - **Cancel** - **Save all changes** - **Hide preview** - **Edit notes** - **Show Notes** - **Upload document** - **Choose File** - **Customer type** - **Street address** - **City** - **State** - **Payment terms** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Company name | Yes | textbox | `Acme Foods Inc` | | Customer type | Yes | combobox | `Select…` | | Industry | No | combobox | `Select…` | | Status | No | combobox | `Active` | | Email | Yes | textbox | `ap@acme-foods.com` | | Phone | Yes | textbox | `(312) 555-0142` | | Street address | Yes | textbox | `100 Market Street` | | Country | No | combobox | `United States` | | City | Yes | textbox | `Fort Worth` | | State | Yes | combobox | `Select…` | | ZIP | No | textbox | `76106` | | Payment terms | Yes | combobox | `Select…` | | Credit limit | No | textbox | | | Tax ID | No | textbox | `Unchanged` | | Billing contact name | No | textbox | `Dana Ortiz` | | Billing contact phone | No | textbox | `(312) 555-0142` | | Billing contact email | No | textbox | `ap@company.com` | | Document type to upload | No | combobox | `W-9` | ## When there is nothing to show - "No notes yet" - "No documents yet" ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/networks__customers__id__edit/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/networks__customers__id__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/networks__customers__id__edit/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/networks__customers__id__edit/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Drivers & portal logins" description: "Network Directory \u00b7 /carrier-portal/networks/driver-applications" --- **Module:** Network Directory · **For:** Carrier users · **Page address:** `/carrier-portal/networks/driver-applications` ## How to get there Network Directory → Drivers > This address opens **/carrier-portal/networks/drivers?tab=applications** (the same page, a different view). ## Who can use this page Needs: **View** permission on the **Network Directory** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Log application | Create on Network Directory | Manage also grants it | | Export 0 rows to CSV | Export on Network Directory | Manage also grants it | ![Drivers & portal logins](/shots/carrier/networks__driver-applications/page.jpg) ## What you see - Driver applications ## Table columns Applicant · Email · License · Experience · Status · Submitted ## Tabs - **Roster** - **Applications**
Tab: Roster ![Roster tab](/shots/carrier/networks__driver-applications/tab-0-Roster.jpg)
Tab: Applications ![Applications tab](/shots/carrier/networks__driver-applications/tab-1-Applications.jpg)
Tab: First page ![First page tab](/shots/carrier/networks__driver-applications/tab-2-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/networks__driver-applications/tab-3-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/networks__driver-applications/tab-4-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/networks__driver-applications/tab-5-Next-page.jpg)
## What you can do - **Log application** - **Filter to submitted applications awaiting a decision** - **Filter to applications awaiting more information** - **Filter to approved applications** - **Filter to rejected applications** - **Filters** - **Export 0 rows to CSV** - **Applicant** - **Email** - **License** - **Experience** - **Status** - **Submitted** - **Rows per page — currently 10** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Status | No | combobox | `Any status` | ## When there is nothing to show - "- row "No driver applications yet.":" - "- cell "No driver applications yet.":" - "No driver applications yet." ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/networks__driver-applications/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/networks__driver-applications/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/networks__driver-applications/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/networks__driver-applications/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "New driver application" description: "Network Directory \u00b7 /carrier-portal/networks/driver-applications/new/edit" --- **Module:** Network Directory · **For:** Carrier users · **Page address:** `/carrier-portal/networks/driver-applications/new/edit` ## How to get there Network Directory → Overview → New Driver Application ## Who can use this page Needs: **Create** permission on the **Network Directory** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on Network Directory | Must be granted on its own (not part of Manage) | | Log application | Create on Network Directory | Manage also grants it | ## What this page tells you > Most manually-logged applications came in already decided-ready — leave this as "Submitted" unless you're still gathering details. ![New driver application](/shots/carrier/networks__driver-applications__new__edit/page.jpg) ## What you see - Details - Driver application — Draft - Application ## What you can do - **Cancel** - **Log application** - **Hide preview** - **Full name** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Full name | Yes | textbox | `e.g. Jordan Rivera` | | Contact email | No | textbox | `driver@example.com` | | Contact phone | No | textbox | `+1 (555) 123-4567` | | CDL / license number | No | textbox | `D1234567` | | License state | No | combobox | `Select state` | | License class | No | combobox | `Select class` | | Years of experience | No | spinbutton | | | Initial status | Yes | combobox | `Submitted — ready to review now` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/networks__driver-applications__new__edit/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/networks__driver-applications__new__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/networks__driver-applications__new__edit/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/networks__driver-applications__new__edit/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Drivers & portal logins" description: "Network Directory \u00b7 /carrier-portal/networks/drivers" --- **Module:** Network Directory · **For:** Carrier users · **Page address:** `/carrier-portal/networks/drivers` ## How to get there Network Directory → Drivers ## Who can use this page Needs: **View** permission on the **Network Directory** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Add Driver | Create on Network Directory | Manage also grants it | | Export | Export on Network Directory | Manage also grants it | ![Drivers & portal logins](/shots/carrier/networks__drivers/page.jpg) ## What you see - Drivers & portal logins ## Table columns Name · Roster Email · Portal Login · Status ## Tabs - **Roster** - **Applications**
Tab: Roster ![Roster tab](/shots/carrier/networks__drivers/tab-0-Roster.jpg)
Tab: Applications ![Applications tab](/shots/carrier/networks__drivers/tab-1-Applications.jpg)
Tab: First page ![First page tab](/shots/carrier/networks__drivers/tab-2-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/networks__drivers/tab-3-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/networks__drivers/tab-4-Page-1.jpg)
Tab: Page 2 ![Page 2 tab](/shots/carrier/networks__drivers/tab-5-Page-2.jpg)
## What you can do - **Add Driver** - **Show every driver on the roster** - **Filter to new and pending drivers** - **Filter to drivers with a linked portal login** - **Filter to drivers with no linked portal login** - **Filters** - **Export** - **Name** - **Roster email** - **Portal login** - **Status** - **Reveal email — access is logged** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Portal login | No | combobox | `Any portal login` | ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/networks__drivers/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/networks__drivers/state-popover-guide.jpg)
Rowmenu state ![rowmenu state](/shots/carrier/networks__drivers/state-rowmenu.jpg)
Tooltip state ![tooltip state](/shots/carrier/networks__drivers/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Driver details" description: "Network Directory \u00b7 /carrier-portal/networks/drivers/:id" --- **Module:** Network Directory · **For:** Carrier users · **Page address:** `/carrier-portal/networks/drivers/:id` ## How to get there Network Directory → Drivers → (a record) ## Who can use this page Needs: **View** permission on the **Network Directory** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Edit Driver | Edit on Network Directory | Enforced in the app: hidden or disabled without it | ## What this page tells you > W-9 / tax details captured on the Edit page. The taxpayer ID is shown MASKED — the full value is revealed only from the Edit page with an audited reason. > No tax profile on file yet. Add it from the Tax section of the Edit page. > View driver-file forms as read-only documents. These are previews for reference — not the system of record. ![Driver details](/shots/carrier/networks__drivers__id/page.jpg) ## What you see - Identity & contact - CDL / license - Address - Emergency contact - Employment - Pay & compensation - Tax (W-9) - Documents - Uploaded documents ## Tabs - **Overview** - **Assignment** - **Compliance** - **Portal Access** - **Status & Audit**
Tab: Overview ![Overview tab](/shots/carrier/networks__drivers__id/tab-0-Overview.jpg)
Tab: Assignment ![Assignment tab](/shots/carrier/networks__drivers__id/tab-1-Assignment.jpg)
Tab: Compliance ![Compliance tab](/shots/carrier/networks__drivers__id/tab-2-Compliance.jpg)
Tab: Portal Access ![Portal Access tab](/shots/carrier/networks__drivers__id/tab-3-Portal-Access.jpg)
Tab: Status Audit ![Status Audit tab](/shots/carrier/networks__drivers__id/tab-4-Status-Audit.jpg)
## What you can do - **Edit Driver** - **More actions** - **Driver Qualification File** - **Application for Employment** - **Medical Examiner's Certificate** - **Driver Vehicle Inspection Report (DVIR)** - **Annual MVR Review & Violation Certification** ## When there is nothing to show - "No tax profile on file yet. Add it from the Tax section of the Edit page." - "No documents uploaded yet. Upload them from the Documents section of the Edit page." ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/networks__drivers__id/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/networks__drivers__id/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/networks__drivers__id/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Edit driver" description: "Network Directory \u00b7 /carrier-portal/networks/drivers/:id/edit" --- **Module:** Network Directory · **For:** Carrier users · **Page address:** `/carrier-portal/networks/drivers/:id/edit` ## How to get there Network Directory → Drivers → (a record) → Edit Driver ## Who can use this page Needs: **Edit** permission on the **Network Directory** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on Network Directory | Must be granted on its own (not part of Manage) | | Save all changes | Edit on Network Directory | Enforced in the app: hidden or disabled without it | | Set TIN/SSN | Edit on Network Directory | Enforced in the app: hidden or disabled without it | | Save tax profile | Edit on Network Directory | Enforced in the app: hidden or disabled without it | | Save compliance | Edit on Network Directory | Enforced in the app: hidden or disabled without it | | File | Create on Network Directory | Manage also grants it | | Upload | Upload on Network Directory | Manage also grants it | ## What this page tells you > Why not dispatch ready: not verified or missing: CDL, medical card, Clearinghouse; license expiry not on file; no Clearinghouse query result on file. > W-9 classification, backup withholding, and 1099 reportability (advisory) > Apply 24% backup withholding (§3406) when required. ![Edit driver](/shots/carrier/networks__drivers__id__edit/page.jpg) ## What you see - Profile completeness - Identity & Contact - CDL / License - Home Address & Timezone - Employment - Emergency Contact - Tax profile - Compliance - Documents - Driver card — Editing ## What you can do - **Cancel** - **Save all changes** - **Hide preview** - **Reveal** - **Set TIN/SSN** - **Save tax profile** - **H** - **N** - **T** - **P** - **S** - **X** - **Save compliance** - **File** - **Upload** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Driver name | Yes | textbox | `Jane Driver` | | Status | Yes | combobox | `Active` | | Email | No | textbox | `jane@carrier.com` | | Phone | No | textbox | `+1 (555) 123-4567` | | CDL / License number | No | textbox | `D1234567` | | License state | No | combobox | `Select state` | | License expiry | No | textbox | `MM/DD/YYYY` | | Address line 1 | No | textbox | `123 Depot Rd` | | Address line 2 | No | textbox | `Apt / Unit (optional)` | | City | No | textbox | `Chicago` | | State / Province | No | combobox | `Select state` | | Postal code | No | textbox | | | Country | No | combobox | `Select country` | | Home timezone | No | combobox | `Select timezone` | | Employment type | No | combobox | `Select type` | | Pay basis | No | combobox | `Not set` | | Hire date | No | textbox | `MM/DD/YYYY` | | Termination date | No | textbox | `MM/DD/YYYY` | | Pay rate | No | spinbutton | | | Contact name | No | textbox | | | Contact phone | No | textbox | `+1 (555) 123-4567` | | Relationship | No | textbox | `Spouse, parent, …` | | Legal name | No | textbox | `Legal name as on the W-9` | | TIN type | No | combobox | `Select TIN type` | | W-9 tax classification | No | combobox | `Select classification` | | W-9 status | No | combobox | `Not requested` | | Backup withholding | No | switch | | | Street | No | textbox | | | State | No | combobox | `Select state / province` | | ZIP | No | textbox | | | CDL class | No | combobox | `Select CDL class` | | CDL restrictions (comma-separated) | No | textbox | `e.g. E, L, Z` | | Medical card expiry | No | textbox | | | Medical examiner | No | textbox | | | Hazmat endorsed | No | switch | | | Hazmat cert expiry | No | textbox | | | TWIC card | No | switch | | | TWIC expiry | No | textbox | | | D&A Clearinghouse consent on file | No | checkbox | | | Auto / BIPD limit | No | spinbutton | | | Notes | No | textbox | | | Document type | No | combobox | `Select document type` | | Issued date | No | textbox | | | Expiry date | No | textbox | | | Policy number (optional) | No | textbox | `For insurance / COI documents` | | Notes (optional) | No | textbox | `Insurer on the certificate, endorsements` | ## When there is nothing to show - "No documents uploaded yet." ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/networks__drivers__id__edit/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/networks__drivers__id__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/networks__drivers__id__edit/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/networks__drivers__id__edit/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Locations" description: "Network Directory \u00b7 /carrier-portal/networks/locations" --- **Module:** Network Directory · **For:** Carrier users · **Page address:** `/carrier-portal/networks/locations` ## How to get there Network Directory → Locations ## Who can use this page Needs: **View** permission on the **Network Directory** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | New Location | Create on Network Directory | Manage also grants it | | Export 1 rows to CSV | Export on Network Directory | Manage also grants it | ![Locations](/shots/carrier/networks__locations/page.jpg) ## What you see - Locations ## Table columns Location · Address · Type · Contact · Status · Access · Docks · Shipments
Tab: First page ![First page tab](/shots/carrier/networks__locations/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/networks__locations/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/networks__locations/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/networks__locations/tab-3-Next-page.jpg)
Tab: Last page 1 ![Last page 1 tab](/shots/carrier/networks__locations/tab-4-Last-page-1-.jpg)
## What you can do - **New Location** - **Show all locations** - **Show active locations** - **Show seasonal locations** - **Show inactive locations** - **Filters** - **Export 1 rows to CSV** - **Map view** - **Refresh** - **Location** - **Address** - **Type** - **Contact** - **Status** - **Access** - **Docks** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Status | No | combobox | `Any status` | ## When there is nothing to show - "Total Locations 1 No shipments recorded yet" ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/networks__locations/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/networks__locations/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/networks__locations/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/networks__locations/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Location details" description: "Network Directory \u00b7 /carrier-portal/networks/locations/:id" --- **Module:** Network Directory · **For:** Carrier users · **Page address:** `/carrier-portal/networks/locations/:id` ## How to get there Network Directory → Locations → (a record) ## Who can use this page Needs: **View** permission on the **Network Directory** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Edit Location | Edit on Network Directory | Manage also grants it | ## What this page tells you > (sample record) Los Angeles Distribution Center ![Location details](/shots/carrier/networks__locations__id/page.jpg) ## What you see - Location identity - Contact - Address & geo ## Tabs - **Overview** - **Facility** - **Activity** - **Notes**
Tab: Overview ![Overview tab](/shots/carrier/networks__locations__id/tab-0-Overview.jpg)
Tab: Facility ![Facility tab](/shots/carrier/networks__locations__id/tab-1-Facility.jpg)
Tab: Activity ![Activity tab](/shots/carrier/networks__locations__id/tab-2-Activity.jpg)
Tab: Notes ![Notes tab](/shots/carrier/networks__locations__id/tab-3-Notes.jpg)
## What you can do - **Get directions** - **Edit Location** - **More actions** ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/networks__locations__id/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/networks__locations__id/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/networks__locations__id/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Edit location" description: "Network Directory \u00b7 /carrier-portal/networks/locations/:id/edit" --- **Module:** Network Directory · **For:** Carrier users · **Page address:** `/carrier-portal/networks/locations/:id/edit` ## How to get there Network Directory → Locations → (a record) → Edit Location ## Who can use this page Needs: **Edit** permission on the **Network Directory** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on Network Directory | Must be granted on its own (not part of Manage) | | Save all changes | Edit on Network Directory | Manage also grants it | | Edit notes | Edit on Network Directory | Manage also grants it | ![Edit location](/shots/carrier/networks__locations__id__edit/page.jpg) ## What you see - Location identity - Address & geo - Contact - Facility & access - Notes - Location card — Editing ## What you can do - **Cancel** - **Save all changes** - **Hide preview** - **Find on map** - **Edit notes** - **Show Notes** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Location name | Yes | textbox | `Acme Foods DC` | | Location code | No | textbox | `FTW-DC-01` | | Location type | Yes | combobox | `Customer Site` | | Status | Yes | combobox | `Active` | | Street address | No | textbox | `4400 Meacham Blvd, Dock 4` | | Country | No | combobox | `United States` | | City | No | textbox | `Fort Worth` | | State | No | combobox | `California` | | ZIP | No | textbox | `76106` | | Latitude | No | textbox | `32.8` | | Longitude | No | textbox | `-97.3` | | Contact name | No | textbox | `Dana Ruiz` | | Phone | No | textbox | `(312) 555-0142` | | Email | No | textbox | `dock@acme-foods.com` | | Loading docks | No | spinbutton | `24` | | Parking spaces | No | spinbutton | `40` | | Access type | No | combobox | `Public` | | Appointment required | No | checkbox | | | Operating hours | No | textbox | `Mon-Fri 8AM-5PM` | | Equipment available | No | textbox | `Forklift, Pallet jack, Dock leveler` | | Access restrictions | No | textbox | `No overnight parking, Hard hat required` | ## When there is nothing to show - "No notes yet" ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/networks__locations__id__edit/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/networks__locations__id__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/networks__locations__id__edit/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/networks__locations__id__edit/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "New location" description: "Network Directory \u00b7 /carrier-portal/networks/locations/new" --- **Module:** Network Directory · **For:** Carrier users · **Page address:** `/carrier-portal/networks/locations/new` ## How to get there Network Directory → Locations → New location ## Who can use this page Needs: **Create** permission on the **Network Directory** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on Network Directory | Must be granted on its own (not part of Manage) | | Create location | Create on Network Directory | Manage also grants it | | Edit notes | Edit on Network Directory | Manage also grants it | ## What this page tells you > Add the time zone (CT for this address), e.g. Mon–Fri 8:00 AM–5:00 PM CT. ![New location](/shots/carrier/networks__locations__new/page.jpg) ## What you see - Location identity - Address & geo - Contact - Facility & access - Notes - Location card — Draft - New location ## What you can do - **Cancel** - **Create location** - **Hide preview** - **Find on map** - **Edit notes** - **Show Notes** - **Location name** - **City, state and country** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Location name | Yes | textbox | `Acme Foods DC` | | Location code | No | textbox | `FTW-DC-01` | | Location type | Yes | combobox | `Customer Site` | | Status | Yes | combobox | `Active` | | Street address | No | textbox | `4400 Meacham Blvd, Dock 4` | | Country | No | combobox | `United States` | | City | No | textbox | `Fort Worth` | | State | No | combobox | `Select…` | | ZIP | No | textbox | `76106` | | Latitude | No | textbox | `32.8` | | Longitude | No | textbox | `-97.3` | | Contact name | No | textbox | `Dana Ruiz` | | Phone | No | textbox | `(312) 555-0142` | | Email | No | textbox | `dock@acme-foods.com` | | Loading docks | No | spinbutton | `0` | | Parking spaces | No | spinbutton | `0` | | Access type | No | combobox | `Public` | | Appointment required | No | checkbox | | | Operating hours | No | textbox | `Mon-Fri 8AM-5PM` | | Equipment available | No | textbox | `Forklift, Pallet jack, Dock leveler` | | Access restrictions | No | textbox | `No overnight parking, Hard hat required` | ## When there is nothing to show - "No notes yet" ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/networks__locations__new/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/networks__locations__new/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/networks__locations__new/state-tooltip.jpg)
Last updated 2026-10-26 --- --- title: "Overview" description: "Network Directory \u00b7 /carrier-portal/networks/overview" --- **Module:** Network Directory · **For:** Carrier users · **Page address:** `/carrier-portal/networks/overview` ## How to get there Network Directory → Overview ## Who can use this page Needs: **View** permission on the **Network Directory** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ## What this page tells you > Share of master-data records by directory > Active vs. other statuses in each directory > Customer accounts, contacts and commercial terms. ![Overview](/shots/carrier/networks__overview/page.jpg) ## What you see - Directory mix - Directory health - Coverage by state - Facility capacity - Fleet distribution - Needs attention ## Table columns Category · Records · Share · Customers · Vendors · Terminals · Locations · Category · Records · Ca · Il · Tx · Item · Type · Why It Needs Attention · Since · Record · Directory · Status · Location · Contact · Added
Tab: First page ![First page tab](/shots/carrier/networks__overview/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/networks__overview/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/networks__overview/tab-2-Page-1.jpg)
Tab: Page 2 ![Page 2 tab](/shots/carrier/networks__overview/tab-3-Page-2.jpg)
Tab: Next page ![Next page tab](/shots/carrier/networks__overview/tab-4-Next-page.jpg)
Tab: Last page 2 ![Last page 2 tab](/shots/carrier/networks__overview/tab-5-Last-page-2-.jpg)
## What you can do - **Refresh** - **Open Customers** - **Open Vendors** - **Open Terminals** - **Open Locations** - **Open** - **Open Carriers** - **Open Drivers** - **Open Owner Operators** - **Open Carrier Connections** ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/networks__overview/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/networks__overview/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/networks__overview/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Owner Operator Dispatch" description: "Network Directory \u00b7 /carrier-portal/networks/owner-operator-dispatch" --- **Module:** Network Directory · **For:** Carrier users · **Page address:** `/carrier-portal/networks/owner-operator-dispatch` > This address opens **/carrier-portal/networks/owner-operators?tab=dispatch** (the same page, a different view). ## Who can use this page Needs: **View** permission on the **Network Directory** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ![Owner Operator Dispatch](/shots/carrier/networks__owner-operator-dispatch/page.jpg) ## Table columns Load · Route · Commodity · Equipment · Pickup · Delivery · Shipment Status · Eta · Offer Status
Tab: Directory ![Directory tab](/shots/carrier/networks__owner-operator-dispatch/tab-0-Directory.jpg)
Tab: Dispatch ![Dispatch tab](/shots/carrier/networks__owner-operator-dispatch/tab-1-Dispatch.jpg)
Tab: First page ![First page tab](/shots/carrier/networks__owner-operator-dispatch/tab-2-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/networks__owner-operator-dispatch/tab-3-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/networks__owner-operator-dispatch/tab-4-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/networks__owner-operator-dispatch/tab-5-Next-page.jpg)
## Loading, empty and error states
Loading state ![loading state](/shots/carrier/networks__owner-operator-dispatch/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/networks__owner-operator-dispatch/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/networks__owner-operator-dispatch/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "My Owner Operators" description: "Network Directory \u00b7 /carrier-portal/networks/owner-operators" --- **Module:** Network Directory · **For:** Carrier users · **Page address:** `/carrier-portal/networks/owner-operators` ## How to get there Network Directory → My Owner Operators ## Who can use this page Needs: **View** permission on the **Network Directory** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Import | Upload on Network Directory | Manage also grants it | | Export | Export on Network Directory | Manage also grants it | | Send Connection Request | Create on Network Directory | Manage also grants it | | Add Owner Operator | Create on Network Directory | Manage also grants it | ![My Owner Operators](/shots/carrier/networks__owner-operators/page.jpg) ## What you see - Owner operator roster ## Table columns Operator · Dot / Mc · Equipment · Location · Availability · Status · Connection Type · Portal Type · Connection Status · Invite Status · Connected · Rating ## Tabs - **Directory** - **Dispatch**
Tab: Directory ![Directory tab](/shots/carrier/networks__owner-operators/tab-0-Directory.jpg)
Tab: Dispatch ![Dispatch tab](/shots/carrier/networks__owner-operators/tab-1-Dispatch.jpg)
Tab: First page ![First page tab](/shots/carrier/networks__owner-operators/tab-2-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/networks__owner-operators/tab-3-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/networks__owner-operators/tab-4-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/networks__owner-operators/tab-5-Next-page.jpg)
## What you can do - **Import** - **Export** - **Send Connection Request** - **Add Owner Operator** - **Show every owner operator on the roster** - **Filter to new and pending connections** - **Filter to owner operators available now** - **Filter to owner operators currently on a load** - **Filters** - **Card view** - **Map view** - **Refresh** - **Operator** - **DOT / MC** - **Equipment** - **Location** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Status | No | combobox | `Any status` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/networks__owner-operators/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/networks__owner-operators/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/networks__owner-operators/state-popover-guide.jpg)
Rowmenu state ![rowmenu state](/shots/carrier/networks__owner-operators/state-rowmenu.jpg)
Last updated 2026-10-27 --- --- title: "Owner operator details" description: "Network Directory \u00b7 /carrier-portal/networks/owner-operators/:id" --- **Module:** Network Directory · **For:** Carrier users · **Page address:** `/carrier-portal/networks/owner-operators/:id` ## How to get there Network Directory → My Owner Operators → Seed Carrier Co ## Who can use this page Needs: **View** permission on the **Network Directory** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Edit Owner Operator | Edit on Network Directory | Manage also grants it | ## What this page tells you > Total loads, rating, and last-load date accrue from real loads run with this owner operator — they are never seeded. An unbacked value shows “—”, not 0. > Independent owner-operator running dry van freight out of Austin, TX across Texas and the South Central lanes. ![Owner operator details](/shots/carrier/networks__owner-operators__id/page.jpg) ## What you see - Identity & company - Location - Performance - Notes ## Tabs - **Overview** - **Contact** - **Equipment** - **Compliance** - **Dispatch** - **Audit**
Tab: Overview ![Overview tab](/shots/carrier/networks__owner-operators__id/tab-0-Overview.jpg)
Tab: Contact ![Contact tab](/shots/carrier/networks__owner-operators__id/tab-1-Contact.jpg)
Tab: Equipment ![Equipment tab](/shots/carrier/networks__owner-operators__id/tab-2-Equipment.jpg)
Tab: Compliance ![Compliance tab](/shots/carrier/networks__owner-operators__id/tab-3-Compliance.jpg)
Tab: Dispatch ![Dispatch tab](/shots/carrier/networks__owner-operators__id/tab-4-Dispatch.jpg)
Tab: Audit ![Audit tab](/shots/carrier/networks__owner-operators__id/tab-5-Audit.jpg)
## What you can do - **Edit Owner Operator** - **More actions** ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/networks__owner-operators__id/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/networks__owner-operators__id/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/networks__owner-operators__id/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Edit owner operator" description: "Network Directory \u00b7 /carrier-portal/networks/owner-operators/:id/edit" --- **Module:** Network Directory · **For:** Carrier users · **Page address:** `/carrier-portal/networks/owner-operators/:id/edit` ## How to get there Network Directory → My Owner Operators → Seed Carrier Co → Edit My Owner Operator ## Who can use this page Needs: **Edit** permission on the **Network Directory** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on Network Directory | Must be granted on its own (not part of Manage) | | Save all changes | Edit on Network Directory | Manage also grants it | | Edit notes | Edit on Network Directory | Manage also grants it | | File | Create on Network Directory | Manage also grants it | | Upload | Upload on Network Directory | Manage also grants it | | Set TIN/SSN | Edit on Network Directory | Manage also grants it | | Save tax profile | Edit on Network Directory | Manage also grants it | ## What this page tells you > Why not dispatch ready: not verified or missing: CDL, medical card, Clearinghouse; no Clearinghouse query result on file. > Uploaded CDL, medical, insurance and authority documents > W-9 classification, backup withholding, and 1099 reportability (advisory) ![Edit owner operator](/shots/carrier/networks__owner-operators__id__edit/page.jpg) ## What you see - Profile completeness - Operator & contact - CDL / licence - Engagement - Domicile - Equipment & availability - Insurance & coverage - Notes - Documents - Tax profile - Compliance ## What you can do - **Cancel** - **Save all changes** - **Hide preview** - **Edit notes** - **Hide Notes** - **File** - **Upload** - **Reveal** - **Set TIN/SSN** - **Save tax profile** - **H** - **N** - **T** - **P** - **S** - **X** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Operator name | Yes | textbox | `Marcus` | | Email | Yes | textbox | `marcus@ellery-hauling.com` | | Phone | Yes | textbox | `(312) 555-0142` | | Company name | No | textbox | `Ellery Hauling LLC` | | Contact name | No | textbox | `Seed Carrier Co` | | DOT number | No | textbox | `3184722` | | MC number | No | textbox | `MC-812446` | | CDL number | No | textbox | `Unchanged` | | Issuing state | No | combobox | `Select…` | | Expires | No | textbox | `MM/DD/YYYY` | | Engagement type | Yes | combobox | `Select…` | | Onboarded | No | textbox | | | Emergency contact | No | textbox | `Marisol Vega` | | Emergency phone | No | textbox | `(312) 555-0142` | | Relationship | No | textbox | `Spouse` | | Street address | No | textbox | `5219 Sycamore School Rd` | | Address line 2 | No | textbox | `Suite / Unit` | | City | Yes | textbox | `Fort Worth` | | State | Yes | combobox | `TX` | | ZIP code | No | textbox | `76140` | | Equipment type | No | combobox | `Other` | | Availability | No | combobox | `Available` | | Trailer type | No | textbox | `53 ft reefer` | | Truck year | No | textbox | `2021` | | Make | No | textbox | `Freightliner` | | Model | No | textbox | `Cascadia` | | Preferred lanes | No | textbox | `Fort Worth → Joliet, Fort Worth → Atlant` | | Insurance provider | No | textbox | `Great West Casualty` | | Policy number | No | textbox | `Unchanged` | | Insurance expiry | No | textbox | `2027-06-30` | | Auto / BIPD limit | No | spinbutton | | | Cargo limit | No | spinbutton | | | Hazmat limit | No | spinbutton | | | Document type | No | combobox | `Select document type` | | Issued date | No | textbox | | | Expiry date | No | textbox | | | Policy number (optional) | No | textbox | `For insurance / COI documents` | | Notes (optional) | No | textbox | `Insurer on the certificate, endorsements` | | Legal name | No | textbox | `Legal name as on the W-9` | | TIN type | No | combobox | `Select TIN type` | | W-9 tax classification | No | combobox | `Select classification` | | W-9 status | No | combobox | `Not requested` | | Backup withholding | No | switch | | | Street | No | textbox | | | ZIP | No | textbox | | | CDL class | No | combobox | `Select CDL class` | ## When there is nothing to show - "No documents uploaded yet." ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/networks__owner-operators__id__edit/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/networks__owner-operators__id__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/networks__owner-operators__id__edit/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/networks__owner-operators__id__edit/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "New owner operator" description: "Network Directory \u00b7 /carrier-portal/networks/owner-operators/new/edit" --- **Module:** Network Directory · **For:** Carrier users · **Page address:** `/carrier-portal/networks/owner-operators/new/edit` ## How to get there Network Directory → My Owner Operators → New Owner-Operator ## Who can use this page Needs: **Create** permission on the **Network Directory** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on Network Directory | Must be granted on its own (not part of Manage) | | Add owner-operator | Create on Network Directory | Manage also grants it | | Edit notes | Edit on Network Directory | Manage also grants it | ![New owner operator](/shots/carrier/networks__owner-operators__new__edit/page.jpg) ## What you see - Operator & contact - CDL / licence - Engagement - Domicile - Equipment & availability - Insurance & coverage - Notes - Documents - Tax profile - Compliance - Owner-operator card — Draft - New owner-operator ## What you can do - **Cancel** - **Add owner-operator** - **Hide preview** - **Edit notes** - **Show Notes** - **Operator name** - **Email or phone** - **Engagement type** - **City** - **State** - **Contact missing** - **+6 more — CDL number, Insurance provider, Policy number, Insurance expiry, Auto / BIPD limit, Cargo limit** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Operator name | Yes | textbox | `Marcus` | | Email | Yes | textbox | `marcus@ellery-hauling.com` | | Phone | Yes | textbox | `(312) 555-0142` | | Company name | No | textbox | `Ellery Hauling LLC` | | Contact name | No | textbox | | | DOT number | No | textbox | `3184722` | | MC number | No | textbox | `MC-812446` | | CDL number | No | textbox | `TX-CDL-4471902` | | Issuing state | No | combobox | `Select…` | | Expires | No | textbox | `MM/DD/YYYY` | | Engagement type | Yes | combobox | `Select…` | | Onboarded | No | textbox | `2026-10-26` | | Emergency contact | No | textbox | `Marisol Vega` | | Emergency phone | No | textbox | `(312) 555-0142` | | Relationship | No | textbox | `Spouse` | | Street address | No | textbox | `5219 Sycamore School Rd` | | Address line 2 | No | textbox | `Suite / Unit` | | City | Yes | textbox | `Fort Worth` | | State | Yes | combobox | `Select…` | | ZIP code | No | textbox | `76140` | | Equipment type | No | combobox | `Dry Van` | | Availability | No | combobox | `Available` | | Trailer type | No | textbox | `53 ft reefer` | | Truck year | No | textbox | `2021` | | Make | No | textbox | `Freightliner` | | Model | No | textbox | `Cascadia` | | Preferred lanes | No | textbox | `Fort Worth → Joliet, Fort Worth → Atlant` | | Insurance provider | Yes | textbox | `Great West Casualty` | | Policy number | Yes | textbox | `POL-4471902` | | Insurance expiry | Yes | textbox | | | Auto / BIPD limit | Yes | spinbutton | | | Cargo limit | Yes | spinbutton | | | Hazmat limit | No | spinbutton | | ## When there is nothing to show - "No notes yet" ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/networks__owner-operators__new__edit/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/networks__owner-operators__new__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/networks__owner-operators__new__edit/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/networks__owner-operators__new__edit/state-tooltip.jpg)
Last updated 2026-10-26 --- --- title: "Requests" description: "Network Directory \u00b7 /carrier-portal/networks/requests" --- **Module:** Network Directory · **For:** Carrier users · **Page address:** `/carrier-portal/networks/requests` ## How to get there Network Directory → Requests ## Who can use this page Needs: **View** permission on the **Network Directory** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Request date | Create on Network Directory | Manage also grants it | ![Requests](/shots/carrier/networks__requests/page.jpg) ## What you see - Connection requests ## Table columns Company Name · Portal Type · Direction · Request Date · Status · Date Actioned · Decline Reason · Actioned By
Tab: First page ![First page tab](/shots/carrier/networks__requests/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/networks__requests/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/networks__requests/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/networks__requests/tab-3-Next-page.jpg)
Tab: Last page 1 ![Last page 1 tab](/shots/carrier/networks__requests/tab-4-Last-page-1-.jpg)
## What you can do - **Filters** - **Company name** - **Portal type** - **Direction** - **Request date** - **Status** - **Date actioned** - **Copy** - **Rows per page — currently 10** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Direction | No | combobox | `Any direction` | | Status | No | combobox | `Any status` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/networks__requests/state-dropdown-status.jpg)
Empty state ![empty state](/shots/carrier/networks__requests/state-empty.jpg)
Loading state ![loading state](/shots/carrier/networks__requests/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/networks__requests/state-popover-guide.jpg)
Last updated 2026-10-27 --- --- title: "Terminals" description: "Network Directory \u00b7 /carrier-portal/networks/terminals" --- **Module:** Network Directory · **For:** Carrier users · **Page address:** `/carrier-portal/networks/terminals` ## How to get there Network Directory → Terminals ## Who can use this page Needs: **View** permission on the **Network Directory** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | New Terminal | Create on Network Directory | Manage also grants it | | Export 1 rows to CSV | Export on Network Directory | Manage also grants it | ![Terminals](/shots/carrier/networks__terminals/page.jpg) ## What you see - Terminals ## Table columns Terminal · Location · Type · Manager · Status · Capacity · Docks · Occupancy
Tab: First page ![First page tab](/shots/carrier/networks__terminals/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/networks__terminals/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/networks__terminals/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/networks__terminals/tab-3-Next-page.jpg)
Tab: Last page 1 ![Last page 1 tab](/shots/carrier/networks__terminals/tab-4-Last-page-1-.jpg)
## What you can do - **New Terminal** - **Show all terminals** - **Show active terminals** - **Show terminals under maintenance** - **Show inactive terminals** - **Filters** - **Export 1 rows to CSV** - **Refresh** - **Terminal** - **Location** - **Type** - **Manager** - **Status** - **Docks** - **Occupancy** - **Rows per page — currently 10** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Status | No | combobox | `Any status` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/networks__terminals/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/networks__terminals/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/networks__terminals/state-popover-guide.jpg)
Rowmenu state ![rowmenu state](/shots/carrier/networks__terminals/state-rowmenu.jpg)
Last updated 2026-10-26 --- --- title: "Terminal details" description: "Network Directory \u00b7 /carrier-portal/networks/terminals/:id" --- **Module:** Network Directory · **For:** Carrier users · **Page address:** `/carrier-portal/networks/terminals/:id` ## How to get there Network Directory → Terminals → (a record) ## Who can use this page Needs: **View** permission on the **Network Directory** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Edit Terminal | Edit on Network Directory | Manage also grants it | ## What this page tells you > (sample record) Joliet Cross-Dock ![Terminal details](/shots/carrier/networks__terminals__id/page.jpg) ## What you see - Terminal identity - Manager contact - Address & geo ## Tabs - **Overview** - **Facility** - **Compliance** - **Documents**
Tab: Overview ![Overview tab](/shots/carrier/networks__terminals__id/tab-0-Overview.jpg)
Tab: Facility ![Facility tab](/shots/carrier/networks__terminals__id/tab-1-Facility.jpg)
Tab: Compliance ![Compliance tab](/shots/carrier/networks__terminals__id/tab-2-Compliance.jpg)
Tab: Documents ![Documents tab](/shots/carrier/networks__terminals__id/tab-3-Documents.jpg)
## What you can do - **Certificate of Insurance** - **Safety inspection report** - **Edit Terminal** - **More actions** ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/networks__terminals__id/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/networks__terminals__id/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/networks__terminals__id/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Edit terminal" description: "Network Directory \u00b7 /carrier-portal/networks/terminals/:id/edit" --- **Module:** Network Directory · **For:** Carrier users · **Page address:** `/carrier-portal/networks/terminals/:id/edit` ## How to get there Network Directory → Terminals → (a record) → Edit Terminal ## Who can use this page Needs: **Edit** permission on the **Network Directory** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on Network Directory | Must be granted on its own (not part of Manage) | | Save all changes | Edit on Network Directory | Manage also grants it | | Edit notes | Edit on Network Directory | Manage also grants it | | Upload document | Upload on Network Directory | Manage also grants it | ## What this page tells you > PDF or image, up to 25 MB. Real files, real expiry tracking — never a placeholder. > Upload an insurance COI or safety inspection report to get started. ![Edit terminal](/shots/carrier/networks__terminals__id__edit/page.jpg) ## What you see - Terminal identity - Address & geo - Manager contact - Capacity & facility - Compliance & notes - Compliance documents - Terminal card — Editing ## What you can do - **Cancel** - **Save all changes** - **Hide preview** - **Edit notes** - **Show Compliance & notes** - **Upload document** - **Choose File** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Terminal name | Yes | textbox | `Laredo Crossdock` | | Terminal code | Yes | textbox | `LRD-01` | | Terminal type | Yes | combobox | `Cross-Dock` | | Status | Yes | combobox | `Active` | | Street address | No | textbox | `8100 Killam Industrial Blvd` | | Country | Yes | combobox | `United States` | | City | Yes | textbox | `Laredo` | | State | Yes | combobox | `Illinois` | | ZIP | Yes | textbox | `78045` | | Latitude | No | textbox | `27.5306` | | Longitude | No | textbox | `-99.4803` | | Manager name | Yes | textbox | `Marcus Ontiveros` | | Manager phone | Yes | textbox | `(312) 555-0142` | | Manager email | Yes | textbox | `dock@laredo-crossdock.com` | | Dock doors | No | spinbutton | `48` | | Capacity | No | textbox | `96,000 sq ft` | | Operating hours | Yes | textbox | `Mon–Sat 06:00–22:00` | | Services | No | textbox | `Cross-docking, Storage, Transloading` | | Equipment available | No | textbox | `Forklifts, Pallet jacks, Reach trucks` | | Document type to upload | No | combobox | `Certificate of Insurance` | ## When there is nothing to show - "No notes yet" - "No documents yet" ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/networks__terminals__id__edit/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/networks__terminals__id__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/networks__terminals__id__edit/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/networks__terminals__id__edit/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Vendors" description: "Network Directory \u00b7 /carrier-portal/networks/vendors" --- **Module:** Network Directory · **For:** Carrier users · **Page address:** `/carrier-portal/networks/vendors` ## How to get there Network Directory → Vendors ## Who can use this page Needs: **View** permission on the **Network Directory** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Add Vendor | Create on Network Directory | Manage also grants it | | Export 3 rows to CSV | Export on Network Directory | Manage also grants it | ![Vendors](/shots/carrier/networks__vendors/page.jpg) ## What you see - Vendors ## Table columns Company · Contact · Location · Type · Status · Rating · Total Spend
Tab: First page ![First page tab](/shots/carrier/networks__vendors/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/networks__vendors/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/networks__vendors/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/networks__vendors/tab-3-Next-page.jpg)
Tab: Last page 1 ![Last page 1 tab](/shots/carrier/networks__vendors/tab-4-Last-page-1-.jpg)
## What you can do - **Add Vendor** - **Total Vendors 3** - **Active 3** - **Pending 0** - **Filters** - **Export 3 rows to CSV** - **Map view** - **Company** - **Contact** - **Location** - **Type** - **Status** - **Rating** - **Total spend** - **Rows per page — currently 10** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Status | No | combobox | `Any status` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/networks__vendors/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/networks__vendors/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/networks__vendors/state-popover-guide.jpg)
Rowmenu state ![rowmenu state](/shots/carrier/networks__vendors/state-rowmenu.jpg)
Last updated 2026-10-26 --- --- title: "Vendor details" description: "Network Directory \u00b7 /carrier-portal/networks/vendors/:id" --- **Module:** Network Directory · **For:** Carrier users · **Page address:** `/carrier-portal/networks/vendors/:id` ## How to get there Network Directory → Vendors → Daniels Inc ## Who can use this page Needs: **View** permission on the **Network Directory** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Edit Vendor | Edit on Network Directory | Manage also grants it | ## What this page tells you > Counts shared by this connected carrier — read-only, no personal data > Fleet details become available once you have an accepted connection with this carrier on Grennex. ![Vendor details](/shots/carrier/networks__vendors__id/page.jpg) ## What you see - Company identity - Contact - Address - Commercial terms - Fleet ## Tabs - **Overview** - **Spend History** - **Documents** - **Notes**
Tab: Overview ![Overview tab](/shots/carrier/networks__vendors__id/tab-0-Overview.jpg)
Tab: Spend History ![Spend History tab](/shots/carrier/networks__vendors__id/tab-1-Spend-History.jpg)
Tab: Documents ![Documents tab](/shots/carrier/networks__vendors__id/tab-2-Documents.jpg)
Tab: Notes ![Notes tab](/shots/carrier/networks__vendors__id/tab-3-Notes.jpg)
## What you can do - **W-9** - **Certificate of Insurance** - **Edit Vendor** - **More actions** ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/networks__vendors__id/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/networks__vendors__id/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/networks__vendors__id/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Edit vendor" description: "Network Directory \u00b7 /carrier-portal/networks/vendors/:id/edit" --- **Module:** Network Directory · **For:** Carrier users · **Page address:** `/carrier-portal/networks/vendors/:id/edit` ## How to get there Network Directory → Vendors → Daniels Inc → Edit Vendor ## Who can use this page Needs: **Edit** permission on the **Network Directory** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on Network Directory | Must be granted on its own (not part of Manage) | | Save all changes | Edit on Network Directory | Manage also grants it | | Edit notes | Edit on Network Directory | Manage also grants it | | Upload document | Upload on Network Directory | Manage also grants it | ## What this page tells you > PDF or image, up to 25 MB. Real files, real expiry tracking — never a placeholder. Banking/ACH details are captured only as an uploaded form here, never typed as plain text. > Upload a W-9, COI, or business license to get started. ![Edit vendor](/shots/carrier/networks__vendors__id__edit/page.jpg) ## What you see - Vendor - Contact & address - Commercial terms - Notes - Documents - Vendor card — Editing - Daniels Inc ## What you can do - **Cancel** - **Save all changes** - **Hide preview** - **Clear selection** - **Edit notes** - **Hide Notes** - **Upload document** - **Choose File** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Company name | Yes | textbox | `Lone Star Fleet Services` | | Vendor type | Yes | combobox | `Carrier` | | Status | Yes | combobox | `Active` | | Tax ID | No | textbox | `Unchanged` | | Contact name | Yes | textbox | `Marta Nunez` | | Email | Yes | textbox | `service@lonestar-fleet.com` | | Phone | Yes | textbox | `(312) 555-0142` | | Street address | Yes | textbox | `2100 Irving Blvd` | | Country | No | combobox | `USA` | | City | Yes | textbox | `Dallas` | | State | Yes | combobox | `California` | | ZIP | No | textbox | `75207` | | Payment terms | No | combobox | `Net 30` | | Services provided | No | textbox | `Trailer PM, Reefer repair` | | Verified vendor | No | checkbox | | | Document type to upload | No | combobox | `W-9` | ## When there is nothing to show - "No documents yet" ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/networks__vendors__id__edit/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/networks__vendors__id__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/networks__vendors__id__edit/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/networks__vendors__id__edit/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Notifications" description: "Notifications \u00b7 /carrier-portal/notifications" --- **Module:** Notifications · **For:** Carrier users · **Page address:** `/carrier-portal/notifications` ## How to get there Dashboard → Notifications ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Export 16 rows to CSV | Any signed-in member | Manage also grants it | ![Notifications](/shots/carrier/notifications/page.jpg) ## What you see - Notifications ## Table columns Notification · Received · Status · Starred
Tab: First page ![First page tab](/shots/carrier/notifications/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/notifications/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/notifications/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/notifications/tab-3-Next-page.jpg)
Tab: Last page 1 ![Last page 1 tab](/shots/carrier/notifications/tab-4-Last-page-1-.jpg)
## What you can do - **Refresh** - **Show all notifications** - **Show unread notifications** - **Show read notifications** - **Show starred notifications** - **Filters** - **Export 16 rows to CSV** - **Notification** - **Received** - **Status** - **Starred** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Read state | No | combobox | `Any read state` | | Star | No | combobox | `Any star` | ## Loading, empty and error states
Error state ![error state](/shots/carrier/notifications/state-error.jpg)
Loading state ![loading state](/shots/carrier/notifications/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/notifications/state-popover-guide.jpg)
Rowmenu state ![rowmenu state](/shots/carrier/notifications/state-rowmenu.jpg)
Last updated 2026-10-27 --- --- title: "Quotes Management" description: "Quotes \u00b7 /carrier-portal/quotes" --- **Module:** Quotes · **For:** Carrier users · **Page address:** `/carrier-portal/quotes` ## How to get there Quotes → Overview ## Who can use this page Needs: **View** permission on the **Quotes** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | New | Create on Quotes | Manage also grants it | ## What this page tells you > Stored quote amounts only, bucketed. Quotes with no amount saved yet carry no honest reading and are excluded. ![Quotes Management](/shots/carrier/quotes/page.jpg) ## What you see - Quote value distribution - Quote funnel
Tab: First page ![First page tab](/shots/carrier/quotes/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/quotes/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/quotes/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/quotes/tab-3-Next-page.jpg)
Tab: Last page 1 ![Last page 1 tab](/shots/carrier/quotes/tab-4-Last-page-1-.jpg)
## What you can do - **Refresh** - **New** - **Filter to Quotes** - **Filter to Open quotes** - **Filter to Expiring soon** ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/quotes/state-loading.jpg)
Last updated 2026-10-27 --- --- title: "Quote details" description: "Quotes \u00b7 /carrier-portal/quotes/:id" --- **Module:** Quotes · **For:** Carrier users · **Page address:** `/carrier-portal/quotes/:id` ## How to get there Quotes → Overview → (a record) ## Who can use this page Needs: **View** permission on the **Quotes** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Edit Quote | Edit on Quotes | Manage also grants it | | Edit quote | Edit on Quotes | Manage also grants it | | Edit internal fields | Edit on Quotes | Manage also grants it | | Mark rejected | Edit on Quotes | Manage also grants it | | Cancel quote | Delete on Quotes | Must be granted on its own (not part of Manage) | ## What this page tells you > No itemized charge breakdown is available for this quote yet. ![Quote details](/shots/carrier/quotes__id/page.jpg) ## What you see - Essentials - Shipment details - Route & contacts - Timeline - Record - Financial - Actions ## What you can do - **Edit Quote** - **TL** - **Edit quote** - **Revise quote** - **Resend quote…** - **Duplicate quote** - **Edit internal fields** - **Mark rejected** - **Cancel quote** ## When there is nothing to show - "No facility name recorded" ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/quotes__id/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/quotes__id/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/quotes__id/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Quotations" description: "Quotes \u00b7 /carrier-portal/quotes/all" --- **Module:** Quotes · **For:** Carrier users · **Page address:** `/carrier-portal/quotes/all` ## How to get there Quotes → Quotations ## Who can use this page Needs: **View** permission on the **Quotes** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Create Quote | Create on Quotes | Manage also grants it | | Export 5 rows to CSV | Export on Quotes | Manage also grants it | ![Quotations](/shots/carrier/quotes__all/page.jpg) ## What you see - All quotes ## Table columns Quote # · Customer · Route · Mode · Amount · Status · Priority · Pickup Date
Tab: First page ![First page tab](/shots/carrier/quotes__all/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/quotes__all/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/quotes__all/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/quotes__all/tab-3-Next-page.jpg)
Tab: Last page 1 ![Last page 1 tab](/shots/carrier/quotes__all/tab-4-Last-page-1-.jpg)
## What you can do - **Refresh** - **Create Quote** - **Filter to Total Quotes** - **Filter to Sent** - **Filter to Accepted** - **Filters** - **Export 5 rows to CSV** - **Customer** - **Mode** - **Amount** - **Status** - **Priority** - **Pickup date** - **Rows per page — currently 20** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Status | No | combobox | `Any status` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/quotes__all/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/quotes__all/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/quotes__all/state-popover-guide.jpg)
Rowmenu state ![rowmenu state](/shots/carrier/quotes__all/state-rowmenu.jpg)
Last updated 2026-10-26 --- --- title: "Performance" description: "Quotes \u00b7 /carrier-portal/quotes/analytics" --- **Module:** Quotes · **For:** Carrier users · **Page address:** `/carrier-portal/quotes/analytics` ## How to get there Quotes → Performance ## Who can use this page Needs: **View** permission on the **Quotes** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Export | Export on Quotes | Manage also grants it | | Create Quote | Create on Quotes | Manage also grants it | ## What this page tells you > Quotes created per month — last 12 months ![Performance](/shots/carrier/quotes__analytics/page.jpg) ## What you see - Quote Volume Trend - Quote Status Breakdown - Key Metrics - Quotes by Mode - Won vs Quoted by Month - Quote Pipeline - Value Analysis ## What you can do - **Export** - **Refresh** - **Create Quote** - **Total quotes — open all quotes** - **Win rate — open accepted quotes** ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/quotes__analytics/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/quotes__analytics/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/quotes__analytics/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Quotations" description: "Quotes \u00b7 /carrier-portal/quotes/drafts" --- **Module:** Quotes · **For:** Carrier users · **Page address:** `/carrier-portal/quotes/drafts` ## How to get there Quotes → Quotations > This address opens **/carrier-portal/quotes/all?status=draft** (the same page, a different view). ## Who can use this page Needs: **View** permission on the **Quotes** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Create Quote | Create on Quotes | Manage also grants it | | Export 2 rows to CSV | Export on Quotes | Manage also grants it | ![Quotations](/shots/carrier/quotes__drafts/page.jpg) ## What you see - All quotes ## Table columns Quote # · Customer · Route · Mode · Amount · Status · Priority · Pickup Date
Tab: First page ![First page tab](/shots/carrier/quotes__drafts/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/quotes__drafts/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/quotes__drafts/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/quotes__drafts/tab-3-Next-page.jpg)
Tab: Last page 1 ![Last page 1 tab](/shots/carrier/quotes__drafts/tab-4-Last-page-1-.jpg)
## What you can do - **Refresh** - **Create Quote** - **Filter to Total Quotes** - **Filter to Sent** - **Filter to Accepted** - **Clear all** - **Filters, 1 applied** - **Export 2 rows to CSV** - **Customer** - **Mode** - **Amount** - **Status** - **Priority** - **Pickup date** - **Rows per page — currently 20** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Status | No | combobox | `Draft` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/quotes__drafts/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/quotes__drafts/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/quotes__drafts/state-popover-guide.jpg)
Rowmenu state ![rowmenu state](/shots/carrier/quotes__drafts/state-rowmenu.jpg)
Last updated 2026-10-27 --- --- title: "New quote" description: "Quotes \u00b7 /carrier-portal/quotes/new" --- **Module:** Quotes · **For:** Carrier users · **Page address:** `/carrier-portal/quotes/new` ## How to get there Quotes → Quotations → Create New Quote ## Who can use this page Needs: **Create** permission on the **Quotes** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on Quotes | Must be granted on its own (not part of Manage) | | Save draft | Edit on Quotes | Manage also grants it | | Send quote | Create on Quotes | Manage also grants it | | New | Create on Quotes | Manage also grants it | | Add stop | Create on Quotes | Manage also grants it | | Edit stop | Edit on Quotes | Manage also grants it | | Add item | Create on Quotes | Manage also grants it | | Edit services | Edit on Quotes | Manage also grants it | ## What this page tells you > Blank: valid from the day the quote is created > No routing provider is connected, so lane miles are entered by you and never auto-guessed — distance drives both the linehaul and the fuel surcharge. > Enter lane miles to extend a per-mile rate. ![New quote](/shots/carrier/quotes__new/page.jpg) ## What you see - Customer - Quote details - Load selection - Route / Stops - Cargo & Compliance - Operations - Accessorials & Driver Requirement - Quote validity - Additional services & references - Instructions & notes - Linehaul - Fuel surcharge - Accessorials - Discounts & adjustments ## What you can do - **Cancel** - **Save draft** - **Send quote** - **Hide preview** - **New** - **Add stop** - **Move up** - **Move down** - **Edit stop** - **Accessorials** - **Temperature requirements** - **Add item** - **Edit services** - **Show Additional services & references** - **View & Edit Notes** - **Show Instructions & notes** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Customer | Yes | combobox | `Search customers by name, city or ZIP...` | | Quote name | Yes | textbox | `e.g., Q1 2026 Acme lane` | | Reference number | Yes | textbox | `PO number, order ID, etc.` | | Priority | No | combobox | `Select…` | | Assigned to | No | combobox | `Unassigned` | | Mode | Yes | combobox | `Select…` | | Shipment Type | Yes | combobox | `Select…` | | Equipment | Yes | combobox | `Select…` | | Service Level | No | combobox | `Select…` | | Commodity | No | combobox | | | Declared value | No | textbox | | | Currency | No | combobox | `USD` | | Cargo insurance | No | checkbox | | | Insured amount | No | textbox | | | Pallet exchange | No | checkbox | | | Team | No | combobox | `Select…` | | Loading | No | combobox | `Select…` | | Driver requirement | No | combobox | `Select driver requirements` | | Shipment accessorials | No | combobox | `Choose a mode to see accessorials` | | Valid from | No | textbox | `MM/DD/YYYY` | | Valid until | Yes | textbox | `MM/DD/YYYY` | | Spot | No | radio | | | Contract | No | radio | | | Per Mile | No | radio | | | Flat | No | radio | | | CWT | No | radio | | | Rate ($ / mile) | No | spinbutton | | | Lane miles | No | spinbutton | | | Line amount | No | textbox | `—` | | Auto (DOE-pegged) | No | radio | | | Manual | No | radio | | | None | No | radio | | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/quotes__new/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/quotes__new/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/quotes__new/state-popover-guide.jpg)
Rowmenu state ![rowmenu state](/shots/carrier/quotes__new/state-rowmenu.jpg)
Last updated 2026-10-27 --- --- title: "Buy Rates" description: "Rates \u00b7 /carrier-portal/rates/buy" --- **Module:** Rates · **For:** Carrier users · **Page address:** `/carrier-portal/rates/buy` ## How to get there Rates → Buy Rates ## Who can use this page Needs: **View** permission on the **Rates** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Add Rate | Create on Rates | Manage also grants it | | Export 4 rows to CSV | Export on Rates | Manage also grants it | ![Buy Rates](/shots/carrier/rates__buy/page.jpg) ## What you see - Buy rate cards ## Table columns Rate Card · Payee · Equipment · Rate · Min Charge · Distance · Effective · Status
Tab: First page ![First page tab](/shots/carrier/rates__buy/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/rates__buy/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/rates__buy/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/rates__buy/tab-3-Next-page.jpg)
Tab: Last page 1 ![Last page 1 tab](/shots/carrier/rates__buy/tab-4-Last-page-1-.jpg)
## What you can do - **Refresh** - **Add Rate** - **Show all buy rate cards** - **Show active buy rate cards** - **Show buy rate cards expiring soon** - **Filters** - **Export 4 rows to CSV** - **Rate card** - **Payee** - **Equipment** - **Rate** - **Min charge** - **Distance** - **Effective** - **Status** - **Rows per page — currently 20** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Status | No | combobox | `Any status` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/rates__buy/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/rates__buy/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/rates__buy/state-popover-guide.jpg)
Rowmenu state ![rowmenu state](/shots/carrier/rates__buy/state-rowmenu.jpg)
Last updated 2026-10-27 --- --- title: "Buy details" description: "Rates \u00b7 /carrier-portal/rates/buy/:id" --- **Module:** Rates · **For:** Carrier users · **Page address:** `/carrier-portal/rates/buy/:id` ## How to get there Rates → Buy Rates → Carrier buy rate → Back ## Who can use this page Needs: **View** permission on the **Rates** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Edit rate | Edit on Rates | Manage also grants it | ## What this page tells you > Buy rates pay a role (employee driver, owner operator, or carrier). The specific counterparty is resolved on the settlement, not stored on the card. ![Buy details](/shots/carrier/rates__buy__id/page.jpg) ## What you see - Lane & Equipment - Counterparty ## Tabs - **Overview** - **Rate Definition** - **Validity** - **Notes**
Tab: Overview ![Overview tab](/shots/carrier/rates__buy__id/tab-0-Overview.jpg)
Tab: Rate Definition ![Rate Definition tab](/shots/carrier/rates__buy__id/tab-1-Rate-Definition.jpg)
Tab: Validity ![Validity tab](/shots/carrier/rates__buy__id/tab-2-Validity.jpg)
Tab: Notes ![Notes tab](/shots/carrier/rates__buy__id/tab-3-Notes.jpg)
## What you can do - **Edit rate** - **More actions** ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/rates__buy__id/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/rates__buy__id/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/rates__buy__id/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Edit buy" description: "Rates \u00b7 /carrier-portal/rates/buy/:id/edit" --- **Module:** Rates · **For:** Carrier users · **Page address:** `/carrier-portal/rates/buy/:id/edit` ## How to get there Rates → Buy Rates → Buy rate → Edit Buy Rate ## Who can use this page Needs: **Edit** permission on the **Rates** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on Rates | Must be granted on its own (not part of Manage) | | Save all changes | Edit on Rates | Manage also grants it | | Edit notes | Edit on Rates | Manage also grants it | ![Edit buy](/shots/carrier/rates__buy__id__edit/page.jpg) ## What you see - Lane & equipment - Payee - Rate definition - Validity - Notes - Rate card — Editing - New buy rate ## What you can do - **Cancel** - **Save all changes** - **Hide preview** - **Clear selection** - **Edit notes** - **Show Notes** - **Origin** - **Destination** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Origin | Yes | combobox | `Los Angeles, CA` | | Destination | Yes | combobox | `Dallas, TX` | | Mode | No | combobox | `Any mode` | | Shipment Type | No | combobox | `Any shipping type` | | Equipment | No | combobox | `Any equipment` | | Service Level | No | combobox | `Any service` | | Payee role | Yes | combobox | `Carrier` | | Category | Yes | combobox | `Fuel` | | Basis | Yes | combobox | `Weight/Volume` | | Rate value | Yes | textbox | `22.00` | | Unit | No | combobox | `$/gal` | | Minimum charge | No | textbox | `211.00` | | Currency | No | combobox | `USD — US Dollar` | | Rate type | Yes | combobox | `Contract` | | Fuel sub-type | No | combobox | `Accessories` | | Effective date | No | textbox | `2026-06-30` | | Expiry date | No | textbox | | | Active | No | checkbox | | ## When there is nothing to show - "No notes yet" ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/rates__buy__id__edit/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/rates__buy__id__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/rates__buy__id__edit/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/rates__buy__id__edit/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "New buy" description: "Rates \u00b7 /carrier-portal/rates/buy/new/edit" --- **Module:** Rates · **For:** Carrier users · **Page address:** `/carrier-portal/rates/buy/new/edit` ## How to get there Rates → Buy Rates → New Buy rate ## Who can use this page Needs: **Create** permission on the **Rates** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on Rates | Must be granted on its own (not part of Manage) | | Create buy rate | Create on Rates | Manage also grants it | | Edit notes | Edit on Rates | Manage also grants it | ![New buy](/shots/carrier/rates__buy__new__edit/page.jpg) ## What you see - Lane & equipment - Payee - Rate definition - Validity - Notes - Rate card — Draft - New buy rate ## What you can do - **Cancel** - **Create buy rate** - **Hide preview** - **Clear selection** - **Edit notes** - **Show Notes** - **Origin** - **Destination** - **Rate value** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Origin | Yes | combobox | `Los Angeles, CA` | | Destination | Yes | combobox | `Dallas, TX` | | Mode | No | combobox | `Any mode` | | Shipment Type | No | combobox | `Any shipping type` | | Equipment | No | combobox | `Any equipment` | | Service Level | No | combobox | `Any service` | | Payee role | Yes | combobox | `Employee (driver)` | | Category | Yes | combobox | `Freight` | | Basis | Yes | combobox | `Per Mile` | | Rate value | Yes | textbox | | | Unit | No | combobox | `$/mi` | | Minimum charge | No | textbox | | | Currency | No | combobox | `USD — US Dollar` | | Rate type | Yes | combobox | `Contract` | | Effective date | No | textbox | | | Expiry date | No | textbox | | | Active | No | checkbox | | ## When there is nothing to show - "No notes yet" ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/rates__buy__new__edit/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/rates__buy__new__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/rates__buy__new__edit/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/rates__buy__new__edit/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Rate Calculator" description: "Rates \u00b7 /carrier-portal/rates/calculator" --- **Module:** Rates · **For:** Carrier users · **Page address:** `/carrier-portal/rates/calculator` ## How to get there Quotes → Rate Calculator ## Who can use this page Needs: **View** permission on the **Quotes** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on Quotes | Must be granted on its own (not part of Manage) | | Request estimate | Create on Quotes | Manage also grants it | | Add item | Create on Quotes | Manage also grants it | ## What this page tells you > Enter a lane and request an estimate from the rating engine. > Recommended for pricing, not required: Weight, Pickup date ![Rate Calculator](/shots/carrier/rates__calculator/page.jpg) ## What you see - Rate source - Lane - Load selection - Items - Lane estimate - Estimate card — Market spot rate - New estimate ## What you can do - **Cancel** - **Request estimate** - **Hide preview** - **Find on map** - **Add item** - **Origin** - **Destination** - **Mode** - **Shipment Type** - **Equipment** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Market spot rate | No | radio | | | Tariff matrix | No | radio | | | Origin | Yes | textbox | `Fort Worth` | | Origin state | Yes | combobox | `Select…` | | Destination | Yes | textbox | `Joliet` | | Destination state | Yes | combobox | `Select…` | | Pickup date | No | textbox | | | Mode | Yes | combobox | `Select…` | | Shipment Type | Yes | combobox | `Select…` | | Equipment | Yes | combobox | `Select…` | | Service Level | No | combobox | `Select…` | ## When there is nothing to show - "- row "No items yet":" - "- cell "No items yet":" - "No items yet" ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/rates__calculator/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/rates__calculator/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/rates__calculator/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/rates__calculator/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Margin" description: "Rates \u00b7 /carrier-portal/rates/margin" --- **Module:** Rates · **For:** Carrier users · **Page address:** `/carrier-portal/rates/margin` ## How to get there Rates → Margin ## Who can use this page Needs: **View** permission on the **Rates** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Add margin rule | Create on Rates | Manage also grants it | | Export 0 rows to CSV | Export on Rates | Manage also grants it | ## What this page tells you > Margin scenarios are not saved to the server yet — they reset on reload > Margin rules live only in this browser session while server persistence is pending (M18.3, deferred out of GREN-122). Anything you add or edit here is lost when the page reloads. > Add one to model a target margin for a customer × payee role in this session. ![Margin](/shots/carrier/rates__margin/page.jpg) ## What you see - Margin rules ## Table columns Customer · Payee Role · Category · Basis · Type · Target Margin · Effective
Tab: First page ![First page tab](/shots/carrier/rates__margin/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/rates__margin/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/rates__margin/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/rates__margin/tab-3-Next-page.jpg)
Tab: Last page 1 ![Last page 1 tab](/shots/carrier/rates__margin/tab-4-Last-page-1-.jpg)
## What you can do - **Add margin rule** - **Show all margin rules** - **Show percent margin rules** - **Show fixed margin rules** - **Filters** - **Export 0 rows to CSV** - **Customer** - **Payee role** - **Category** - **Basis** - **Type** - **Target margin** - **Effective** - **Rows per page — currently 10** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Margin type | No | combobox | `Any margin type` | ## When there is nothing to show - "- row "No margin rules yet Add one to model a target margin for a customer × payee role in this session.":" - "- cell "No margin rules yet Add one to model a target margin for a customer × payee role in this session.":" - "No margin rules yet" ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/rates__margin/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/rates__margin/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/rates__margin/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/rates__margin/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Rating Matrices" description: "Rates \u00b7 /carrier-portal/rates/matrices" --- **Module:** Rates · **For:** Carrier users · **Page address:** `/carrier-portal/rates/matrices` ## How to get there Rates → Rating Matrices ## Who can use this page Needs: **View** permission on the **Rates** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | New | Create on Rates | Manage also grants it | | Export 9 rows to CSV | Export on Rates | Manage also grants it | ![Rating Matrices](/shots/carrier/rates__matrices/page.jpg) ## What you see - Rating matrices ## Table columns Name · Matrix # · Rate Method · Rate Type · Rates · Side · Provenance · Status
Tab: First page ![First page tab](/shots/carrier/rates__matrices/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/rates__matrices/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/rates__matrices/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/rates__matrices/tab-3-Next-page.jpg)
Tab: Last page 1 ![Last page 1 tab](/shots/carrier/rates__matrices/tab-4-Last-page-1-.jpg)
## What you can do - **Refresh** - **New** - **Filter to Matrices** - **Filter to Active** - **Filter to Advisory** - **Filter to Ratified** - **Filters** - **Export 9 rows to CSV** - **Name** - **Rate method** - **Rate type** - **Rates** - **Side** - **Provenance** - **Status** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Status | No | combobox | `Any status` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/rates__matrices/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/rates__matrices/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/rates__matrices/state-popover-guide.jpg)
Rowmenu state ![rowmenu state](/shots/carrier/rates__matrices/state-rowmenu.jpg)
Last updated 2026-10-27 --- --- title: "Edit matrix" description: "Rates \u00b7 /carrier-portal/rates/matrices/:id/edit" --- **Module:** Rates · **For:** Carrier users · **Page address:** `/carrier-portal/rates/matrices/:id/edit` ## How to get there Rates → Rating Matrices → Edit ## Who can use this page Needs: **Edit** permission on the **Rates** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on Rates | Must be granted on its own (not part of Manage) | | Save | Edit on Rates | Manage also grants it | | Add rate | Create on Rates | Manage also grants it | ![Edit matrix](/shots/carrier/rates__matrices__id__edit/page.jpg) ## What you see - Matrix - Rates - Rate matrix card — Editing - OO zone cwt 202 ## What you can do - **Cancel** - **Save** - **Hide preview** - **Add rate** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Matrix number | Yes | spinbutton | `760530` | | Matrix name | Yes | textbox | `Zone Cwt` | | Rate method | Yes | combobox | `Zone → Zone` | | Rate type | Yes | combobox | `Per hundredweight` | | Side | No | combobox | `Sell` | | Currency | Yes | combobox | `USD` | | Effective date | No | textbox | `2026-10-01` | | Expiry date | No | textbox | `2027-09-30` | | Active | No | checkbox | | ## When there is nothing to show - "No zones available yet — a zone → zone matrix prices from your Reference data zones catalog" - "- row "No rates yet":" - "- cell "No rates yet":" - "No rates yet" ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/rates__matrices__id__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/rates__matrices__id__edit/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/rates__matrices__id__edit/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "New matrix" description: "Rates \u00b7 /carrier-portal/rates/matrices/new/edit" --- **Module:** Rates · **For:** Carrier users · **Page address:** `/carrier-portal/rates/matrices/new/edit` ## How to get there Rates → Rating Matrices → New matrix ## Who can use this page Needs: **Create** permission on the **Rates** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on Rates | Must be granted on its own (not part of Manage) | | Create matrix | Create on Rates | Manage also grants it | | Add rate | Create on Rates | Manage also grants it | ![New matrix](/shots/carrier/rates__matrices__new__edit/page.jpg) ## What you see - Matrix - Rates - Rate matrix card — Draft - New rating matrix ## What you can do - **Cancel** - **Create matrix** - **Hide preview** - **Add rate** - **Matrix number** - **Matrix name** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Matrix number | Yes | spinbutton | | | Matrix name | Yes | textbox | `Zone Cwt` | | Rate method | Yes | combobox | `Zone → Zone` | | Rate type | Yes | combobox | `Per hundredweight` | | Side | No | combobox | `Sell` | | Currency | Yes | combobox | `USD` | | Effective date | No | textbox | | | Expiry date | No | textbox | | | Active | No | checkbox | | ## When there is nothing to show - "No zones available yet — a zone → zone matrix prices from your Reference data zones catalog" - "- row "No rates yet":" - "- cell "No rates yet":" - "No rates yet" ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/rates__matrices__new__edit/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/rates__matrices__new__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/rates__matrices__new__edit/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/rates__matrices__new__edit/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Rates" description: "Rates \u00b7 /carrier-portal/rates/overview" --- **Module:** Rates · **For:** Carrier users · **Page address:** `/carrier-portal/rates/overview` ## How to get there Rates → Overview ## Who can use this page Needs: **View** permission on the **Rates** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ## What this page tells you > Stored cards only: per-mile rates as saved; flat rates over their recorded lane distance. CWT and weight/volume cards have no per-mile reading and are excluded. > Sides and rate types are the stored facts on each card — no derivation. > Lifecycle is real expiry-date math over stored cards — the same 30-day window the lists use. ![Rates](/shots/carrier/rates__overview/page.jpg) ## What you see - Rate per mile - Rate book mix - Lifecycle & equipment - Needs attention ## What you can do - **Calculator** - **Refresh** - **Open sell rates** - **Open buy rates** - **Open rating matrices** ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/rates__overview/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/rates__overview/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/rates__overview/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "RFP Invitations" description: "Rates \u00b7 /carrier-portal/rates/rfp" --- **Module:** Rates · **For:** Carrier users · **Page address:** `/carrier-portal/rates/rfp` ## How to get there Rates → RFP Invitations ## Who can use this page Needs: **View** permission on the **Rates** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Export 0 rows to CSV | Export on Rates | Manage also grants it | ## What this page tells you > When a buyer invites your company to a contract bid, it appears here once the event opens. ![RFP Invitations](/shots/carrier/rates__rfp/page.jpg) ## What you see - RFP invitations ## Table columns Event · Buyer · Type · Lanes · Equipment · Regions · Bid Window · Your Invite · Your Progress · Your Awards
Tab: First page ![First page tab](/shots/carrier/rates__rfp/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/rates__rfp/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/rates__rfp/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/rates__rfp/tab-3-Next-page.jpg)
Tab: Last page 1 ![Last page 1 tab](/shots/carrier/rates__rfp/tab-4-Last-page-1-.jpg)
## What you can do - **Refresh** - **Filter to Invitations** - **Filter to Awaiting your response** - **Filter to Accepted** - **Filters** - **Export 0 rows to CSV** - **Event** - **Buyer** - **Type** - **Lanes** - **Equipment** - **Regions** - **Bid window** - **Your invite** - **Your progress** - **Your awards** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Your invite | No | combobox | `Any your invite` | ## When there is nothing to show - "- row "No RFP invitations yet When a buyer invites your company to a contract bid, it appears here once the event opens.":" - "- cell "No RFP invitations yet When a buyer invites your company to a contract bid, it appears here once the event opens.":" - "No RFP invitations yet" ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/rates__rfp/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/rates__rfp/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/rates__rfp/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Sell Rates" description: "Rates \u00b7 /carrier-portal/rates/sell" --- **Module:** Rates · **For:** Carrier users · **Page address:** `/carrier-portal/rates/sell` ## How to get there Rates → Sell Rates ## Who can use this page Needs: **View** permission on the **Rates** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Add Rate | Create on Rates | Manage also grants it | | Export 3 rows to CSV | Export on Rates | Manage also grants it | ![Sell Rates](/shots/carrier/rates__sell/page.jpg) ## What you see - Sell rate cards ## Table columns Rate Card · Customer · Equipment · Rate · Min Charge · Distance · Effective · Status
Tab: First page ![First page tab](/shots/carrier/rates__sell/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/rates__sell/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/rates__sell/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/rates__sell/tab-3-Next-page.jpg)
Tab: Last page 1 ![Last page 1 tab](/shots/carrier/rates__sell/tab-4-Last-page-1-.jpg)
## What you can do - **Refresh** - **Add Rate** - **Show all sell rate cards** - **Show active sell rate cards** - **Show sell rate cards expiring soon** - **Filters** - **Export 3 rows to CSV** - **Rate card** - **Customer** - **Equipment** - **Rate** - **Min charge** - **Distance** - **Effective** - **Status** - **Rows per page — currently 20** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Status | No | combobox | `Any status` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/rates__sell/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/rates__sell/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/rates__sell/state-popover-guide.jpg)
Rowmenu state ![rowmenu state](/shots/carrier/rates__sell/state-rowmenu.jpg)
Last updated 2026-10-27 --- --- title: "Sell details" description: "Rates \u00b7 /carrier-portal/rates/sell/:id" --- **Module:** Rates · **For:** Carrier users · **Page address:** `/carrier-portal/rates/sell/:id` ## How to get there Rates → Sell Rates → Sell rate → Back ## Who can use this page Needs: **View** permission on the **Rates** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Edit rate | Edit on Rates | Manage also grants it | ![Sell details](/shots/carrier/rates__sell__id/page.jpg) ## What you see - Lane & Equipment - Counterparty ## Tabs - **Overview** - **Rate Definition** - **Validity** - **Notes**
Tab: Overview ![Overview tab](/shots/carrier/rates__sell__id/tab-0-Overview.jpg)
Tab: Rate Definition ![Rate Definition tab](/shots/carrier/rates__sell__id/tab-1-Rate-Definition.jpg)
Tab: Validity ![Validity tab](/shots/carrier/rates__sell__id/tab-2-Validity.jpg)
Tab: Notes ![Notes tab](/shots/carrier/rates__sell__id/tab-3-Notes.jpg)
## What you can do - **Edit rate** - **More actions** ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/rates__sell__id/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/rates__sell__id/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/rates__sell__id/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Edit sell" description: "Rates \u00b7 /carrier-portal/rates/sell/:id/edit" --- **Module:** Rates · **For:** Carrier users · **Page address:** `/carrier-portal/rates/sell/:id/edit` ## How to get there Rates → Sell Rates → Sell rate → Edit Sell Rate ## Who can use this page Needs: **Edit** permission on the **Rates** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on Rates | Must be granted on its own (not part of Manage) | | Save all changes | Edit on Rates | Manage also grants it | | New | Create on Rates | Manage also grants it | | Edit notes | Edit on Rates | Manage also grants it | ![Edit sell](/shots/carrier/rates__sell__id__edit/page.jpg) ## What you see - Lane & equipment - Customer - Rate definition - Validity - Notes - Rate card — Editing - New sell rate ## What you can do - **Cancel** - **Save all changes** - **Hide preview** - **New** - **Clear selection** - **Edit notes** - **Show Notes** - **Origin** - **Destination** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Origin | Yes | combobox | `Los Angeles, CA` | | Destination | Yes | combobox | `Dallas, TX` | | Mode | No | combobox | `Any mode` | | Shipment Type | No | combobox | `Any shipping type` | | Equipment | No | combobox | `Any equipment` | | Service Level | No | combobox | `Any service` | | Customer | Yes | combobox | `a0000001-0001-4000-8000-000000000001` | | Category | Yes | combobox | `Fuel` | | Basis | Yes | combobox | `Weight/Volume` | | Rate value | Yes | textbox | `22.00` | | Unit | No | combobox | `$` | | Minimum charge | No | textbox | `221.00` | | Currency | No | combobox | `USD — US Dollar` | | Rate type | Yes | combobox | `Contract` | | Fuel sub-type | No | combobox | `PADD` | | Effective date | No | textbox | `2026-06-29` | | Expiry date | No | textbox | | | Active | No | checkbox | | ## When there is nothing to show - "No notes yet" ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/rates__sell__id__edit/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/rates__sell__id__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/rates__sell__id__edit/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/rates__sell__id__edit/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "New sell" description: "Rates \u00b7 /carrier-portal/rates/sell/new/edit" --- **Module:** Rates · **For:** Carrier users · **Page address:** `/carrier-portal/rates/sell/new/edit` ## How to get there Rates → Sell Rates → New Sell rate ## Who can use this page Needs: **Create** permission on the **Rates** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on Rates | Must be granted on its own (not part of Manage) | | Create sell rate | Create on Rates | Manage also grants it | | New | Create on Rates | Manage also grants it | | Edit notes | Edit on Rates | Manage also grants it | ![New sell](/shots/carrier/rates__sell__new__edit/page.jpg) ## What you see - Lane & equipment - Customer - Rate definition - Validity - Notes - Rate card — Draft - New sell rate ## What you can do - **Cancel** - **Create sell rate** - **Hide preview** - **New** - **Clear selection** - **Edit notes** - **Show Notes** - **Origin** - **Destination** - **Rate value** - **Customer** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Origin | Yes | combobox | `Los Angeles, CA` | | Destination | Yes | combobox | `Dallas, TX` | | Mode | No | combobox | `Any mode` | | Shipment Type | No | combobox | `Any shipping type` | | Equipment | No | combobox | `Any equipment` | | Service Level | No | combobox | `Any service` | | Customer | Yes | combobox | `Select customer` | | Category | Yes | combobox | `Freight` | | Basis | Yes | combobox | `Per Mile` | | Rate value | Yes | textbox | | | Unit | No | combobox | `$/mi` | | Minimum charge | No | textbox | | | Currency | No | combobox | `USD — US Dollar` | | Rate type | Yes | combobox | `Contract` | | Effective date | No | textbox | | | Expiry date | No | textbox | | | Active | No | checkbox | | ## When there is nothing to show - "No notes yet" ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/rates__sell__new__edit/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/rates__sell__new__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/rates__sell__new__edit/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/rates__sell__new__edit/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Report details" description: "Reports \u00b7 /carrier-portal/reports/:reportId" --- **Module:** Reports · **For:** Carrier users · **Page address:** `/carrier-portal/reports/:reportId` ## How to get there Reports → All Reports ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ![Report details](/shots/carrier/reports__reportId/page.jpg) ## What you see - Reports ## Table columns Report · Domain · Group · Category · Measures · Data · Favourite ## Tabs - **All reports 77** - **Generate Report**
Tab: All reports77 ![All reports77 tab](/shots/carrier/reports__reportId/tab-0-All-reports77.jpg)
Tab: Generate Report ![Generate Report tab](/shots/carrier/reports__reportId/tab-1-Generate-Report.jpg)
Tab: Next page ![Next page tab](/shots/carrier/reports__reportId/tab-10-Next-page.jpg)
Tab: Last page 8 ![Last page 8 tab](/shots/carrier/reports__reportId/tab-11-Last-page-8-.jpg)
Tab: First page ![First page tab](/shots/carrier/reports__reportId/tab-2-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/reports__reportId/tab-3-Previous-page.jpg)
## What you can do - **Refresh** - **How this works** - **Reports 77 Published to your role** - **Favorites 0 Starred in this browser** - **Recent 0 Opened, most recent first** - **No data source 9 Each one says what data it needs** - **Filters** - **Report** - **Domain** - **Group** - **Category** - **Data** - **Favourite** ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/reports__reportId/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/reports__reportId/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/reports__reportId/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/reports__reportId/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Report Catalog" description: "Reports \u00b7 /carrier-portal/reports/catalog" --- **Module:** Reports · **For:** Carrier users · **Page address:** `/carrier-portal/reports/catalog` ## How to get there Reports → All Reports ## Who can use this page Needs: **View** permission on the **Reports** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ![Report Catalog](/shots/carrier/reports__catalog/page.jpg) ## What you see - Reports ## Table columns Report · Domain · Group · Category · Measures · Data · Favourite ## Tabs - **All reports 77** - **Generate Report**
Tab: All reports77 ![All reports77 tab](/shots/carrier/reports__catalog/tab-0-All-reports77.jpg)
Tab: Generate Report ![Generate Report tab](/shots/carrier/reports__catalog/tab-1-Generate-Report.jpg)
Tab: Next page ![Next page tab](/shots/carrier/reports__catalog/tab-10-Next-page.jpg)
Tab: Last page 8 ![Last page 8 tab](/shots/carrier/reports__catalog/tab-11-Last-page-8-.jpg)
Tab: First page ![First page tab](/shots/carrier/reports__catalog/tab-2-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/reports__catalog/tab-3-Previous-page.jpg)
## What you can do - **Refresh** - **How this works** - **Reports 77 Published to your role** - **Favorites 0 Starred in this browser** - **Recent 0 Opened, most recent first** - **No data source 9 Each one says what data it needs** - **Filters** - **Report** - **Domain** - **Group** - **Category** - **Data** - **Favourite** ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/reports__catalog/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/reports__catalog/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/reports__catalog/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/reports__catalog/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Report Catalog" description: "Reports \u00b7 /carrier-portal/reports/generate" --- **Module:** Reports · **For:** Carrier users · **Page address:** `/carrier-portal/reports/generate` ## How to get there Reports → All Reports > This address opens **/carrier-portal/reports/catalog?section=generated** (the same page, a different view). ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ![Report Catalog](/shots/carrier/reports__generate/page.jpg) ## Tabs - **All reports 77** - **Generate Report**
Tab: All reports77 ![All reports77 tab](/shots/carrier/reports__generate/tab-0-All-reports77.jpg)
Tab: Generate Report ![Generate Report tab](/shots/carrier/reports__generate/tab-1-Generate-Report.jpg)
## What you can do - **Refresh** - **How this works** - **Reports 77 Published to your role** - **Favorites 0 Starred in this browser** - **Recent 0 Opened, most recent first** - **No data source 9 Each one says what data it needs** - **Generate report** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Category | No | combobox | `Any category` | | Report type | No | combobox | `Choose a report` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/reports__generate/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/reports__generate/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/reports__generate/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/reports__generate/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Driver Compliance" description: "Safety \u00b7 /carrier-portal/safety/driver-compliance" --- **Module:** Safety · **For:** Carrier users · **Page address:** `/carrier-portal/safety/driver-compliance` ## How to get there Safety & Claims → Driver Compliance ## Who can use this page Needs: **View** permission on the **Fleet** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ## What this page tells you > Off until your organization’s compliance sign-off is on file > This dashboard rolls up license and medical-card expiry status across every driver in your fleet — a wider data surface than any single driver’s own record, so it stays off until your organization’s compliance sign-off is on file. > Contact your Grennex account team to enable it for your organization. ![Driver Compliance](/shots/carrier/safety__driver-compliance/page.jpg) ## What you see - Fleet driver compliance is locked ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/safety__driver-compliance/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/safety__driver-compliance/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/safety__driver-compliance/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Log Auditing" description: "Safety \u00b7 /carrier-portal/safety/log-auditing" --- **Module:** Safety · **For:** Carrier users · **Page address:** `/carrier-portal/safety/log-auditing` ## How to get there Dashboard → Log Auditing ## Who can use this page Needs: **View** permission on the **Fleet** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Export 0 rows to CSV | Export on Fleet | Manage also grants it | ## What this page tells you > No ELD duty-status events recorded yet for this fleet > This log populates automatically once ELD ingestion starts. ![Log Auditing](/shots/carrier/safety__log-auditing/page.jpg) ## What you see - Duty-status events ## Table columns Started · Driver · Status · Ended · Duration · Device Health · Provider
Tab: First page ![First page tab](/shots/carrier/safety__log-auditing/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/safety__log-auditing/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/safety__log-auditing/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/safety__log-auditing/tab-3-Next-page.jpg)
Tab: Last page 1 ![Last page 1 tab](/shots/carrier/safety__log-auditing/tab-4-Last-page-1-.jpg)
## What you can do - **Show malfunction-flagged segments** - **Show driving segments** - **Filters** - **Export 0 rows to CSV** - **Refresh** - **Started** - **Driver** - **Status** - **Ended** - **Device health** - **Provider** - **Rows per page — currently 10** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Duty status | No | combobox | `Any duty status` | | Driver | No | combobox | `Any driver` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/safety__log-auditing/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/safety__log-auditing/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/safety__log-auditing/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/safety__log-auditing/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Log Violations" description: "Safety \u00b7 /carrier-portal/safety/log-violations" --- **Module:** Safety · **For:** Carrier users · **Page address:** `/carrier-portal/safety/log-violations` ## Who can use this page Needs: **View** permission on the **Fleet** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ![Log Violations](/shots/carrier/safety__log-violations/page.jpg) ## Table columns Evaluated · Driver · Load · Outcome · Reason
Tab: First page ![First page tab](/shots/carrier/safety__log-violations/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/safety__log-violations/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/safety__log-violations/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/safety__log-violations/tab-3-Next-page.jpg)
Tab: Last page 1 ![Last page 1 tab](/shots/carrier/safety__log-violations/tab-4-Last-page-1-.jpg)
## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/safety__log-violations/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/safety__log-violations/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/safety__log-violations/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/safety__log-violations/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Internal Safety Trend" description: "Safety \u00b7 /carrier-portal/safety/reporting" --- **Module:** Safety · **For:** Carrier users · **Page address:** `/carrier-portal/safety/reporting` ## How to get there Safety & Claims → Internal Safety Trend ## Who can use this page Needs: **View** permission on the **Fleet** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Export 4 rows to CSV | Export on Fleet | Manage also grants it | ## What this page tells you > Cumulative windows — "Last 90 days" is included within "Last 365 days" and "All-time", not an additional/separate count. > Independent flags — a single incident can carry more than one, so these do not sum to the incident total. > Reports that are no longer open and carry no safety answers from the driver and no classification by your company. Classify them from Driver Alerts. ![Internal Safety Trend](/shots/carrier/safety__reporting/page.jpg) ## What you see - About this report - Incident rollup - HOS gate decision rollup - Breakdown detail ## Table columns Category · Incidents · Share · Critical · High · Medium · Low · Category · Incidents · Tire Blowout · Weather Emergency · Group · Category · Count · Share Of Group
Tab: First page ![First page tab](/shots/carrier/safety__reporting/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/safety__reporting/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/safety__reporting/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/safety__reporting/tab-3-Next-page.jpg)
Tab: Last page 1 ![Last page 1 tab](/shots/carrier/safety__reporting/tab-4-Last-page-1-.jpg)
## What you can do - **Filters** - **Export 4 rows to CSV** - **Refresh** - **Group** - **Category** - **Count** - **Share of group** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Group | No | combobox | `Any group` | ## When there is nothing to show - "No HOS gate blocks recorded yet." ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/safety__reporting/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/safety__reporting/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/safety__reporting/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/safety__reporting/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Your carrier account" description: "Settings \u00b7 /carrier-portal/settings/account" --- **Module:** Settings · **For:** Carrier users · **Page address:** `/carrier-portal/settings/account` ## How to get there Settings → Account ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Any signed-in member | Must be granted on its own (not part of Manage) | | Save changes | Any signed-in member | Manage also grants it | | Change photo | Any signed-in member | Manage also grants it | | Change password | Any signed-in member | Manage also grants it | | Export 1 rows to CSV | Any signed-in member | Manage also grants it | ## What this page tells you > In-app notifications are on by default. Email, SMS and push are off until you opt in — turn on only the channels you want. When you opt in to email or SMS, the destination we'll use is shown beneath the toggle so you can confirm it; add a verified address if none is on file. ![Your carrier account](/shots/carrier/settings__account/page.jpg) ## What you see - Your details - Profile photo - Language & display - Signing in - Where you are signed in - Notification preferences
Tab: First page ![First page tab](/shots/carrier/settings__account/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/settings__account/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/settings__account/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/settings__account/tab-3-Next-page.jpg)
Tab: Last page 1 ![Last page 1 tab](/shots/carrier/settings__account/tab-4-Last-page-1-.jpg)
Tab: First page ![First page tab](/shots/carrier/settings__account/tab-5-First-page.jpg)
## What you can do - **Cancel** - **Discard changes** - **Save changes** - **Hide preview** - **Change photo** - **Change password** - **Show current password** - **Show new password** - **Show password confirmation** - **Revoke others** - **Hide Where you are signed in** - **Filters** - **Export 1 rows to CSV** - **Session** - **Signed in** - **Expires** ## Fields | Field | Required | Type | Example | |---|---|---|---| | First name | No | textbox | `Carrier` | | Last name | No | textbox | `Admin` | | Email | Yes | textbox | `carrier@grennex.io` | | Phone | No | textbox | `(555) 0119` | | Username | Yes | textbox | | | Job title | No | textbox | | | Department | No | textbox | | | Display language | No | combobox | `English` | | Comfortable | No | radio | | | Compact | No | radio | | | Current password | No | textbox | | | New password | No | textbox | | | Confirm new password | No | textbox | | | Auto sign-out | No | checkbox | | | Idle sign-out (min) | No | spinbutton | | | Two-factor | No | checkbox | | | Login alerts | No | checkbox | | | Remember this device | No | checkbox | | | Session | No | combobox | `Any session` | | Dispatch & assignment — In-app notifications | No | switch | | | Dispatch & assignment — Email notifications | No | switch | | | Dispatch & assignment — SMS notifications | No | switch | | | Dispatch & assignment — Push notifications | No | switch | | | Dispatch & assignment — delivery frequency | No | combobox | `Immediate` | | Load tenders & quotes — In-app notifications | No | switch | | | Load tenders & quotes — Email notifications | No | switch | | | Load tenders & quotes — SMS notifications | No | switch | | | Load tenders & quotes — Push notifications | No | switch | | | Load tenders & quotes — delivery frequency | No | combobox | `Immediate` | | Payments & settlements — In-app notifications | No | switch | | | Payments & settlements — Email notifications | No | switch | | | Payments & settlements — SMS notifications | No | switch | | | Payments & settlements — Push notifications | No | switch | | | Payments & settlements — delivery frequency | No | combobox | `Immediate` | | Compliance & credentials — In-app notifications | No | switch | | | Compliance & credentials — Email notifications | No | switch | | | Compliance & credentials — SMS notifications | No | switch | | | Compliance & credentials — Push notifications | No | switch | | | Compliance & credentials — delivery frequency | No | combobox | `Immediate` | | Fleet maintenance — In-app notifications | No | switch | | | Fleet maintenance — Email notifications | No | switch | | | Fleet maintenance — SMS notifications | No | switch | | | Fleet maintenance — Push notifications | No | switch | | | Fleet maintenance — delivery frequency | No | combobox | `Immediate` | | Inspections & audits — In-app notifications | No | switch | | | Inspections & audits — Email notifications | No | switch | | | Inspections & audits — SMS notifications | No | switch | | ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/settings__account/state-loading.jpg)
Last updated 2026-10-27 --- --- title: "AI Agents" description: "Settings \u00b7 /carrier-portal/settings/ai-agents" --- **Module:** Settings · **For:** Carrier users · **Page address:** `/carrier-portal/settings/ai-agents` ## How to get there Settings → AI Agents ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Import | Any signed-in member | Manage also grants it | | Export | Any signed-in member | Manage also grants it | | New | Any signed-in member | Manage also grants it | ## What this page tells you > Summary of your AI agents, templates, and key metrics. Use the tabs above or the quick links below to dive deeper. ![AI Agents](/shots/carrier/settings__ai-agents/page.jpg) ## What you see - AI Agents Overview ## Tabs - **Overview** - **All Agents** - **Templates** - **Monitoring** - **Analytics** - **Logs**
Tab: Overview ![Overview tab](/shots/carrier/settings__ai-agents/tab-0-Overview.jpg)
Tab: All Agents ![All Agents tab](/shots/carrier/settings__ai-agents/tab-1-All-Agents.jpg)
Tab: Templates ![Templates tab](/shots/carrier/settings__ai-agents/tab-2-Templates.jpg)
Tab: Monitoring ![Monitoring tab](/shots/carrier/settings__ai-agents/tab-3-Monitoring.jpg)
Tab: Analytics ![Analytics tab](/shots/carrier/settings__ai-agents/tab-4-Analytics.jpg)
Tab: Logs ![Logs tab](/shots/carrier/settings__ai-agents/tab-5-Logs.jpg)
## What you can do - **Import** - **Export** - **New** - **KPIs** - **Total Agents 0** - **All Agents 0 agents · 0 active** - **Templates 7 templates** - **Monitoring Health & activity** - **Analytics Performance & trends** ## Loading, empty and error states
Error state ![error state](/shots/carrier/settings__ai-agents/state-error.jpg)
Loading state ![loading state](/shots/carrier/settings__ai-agents/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/settings__ai-agents/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/settings__ai-agents/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "API access" description: "Settings \u00b7 /carrier-portal/settings/api-access" --- **Module:** Settings · **For:** Carrier users · **Page address:** `/carrier-portal/settings/api-access` ## How to get there Settings → API Access ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | No | | User | No | ## What this page tells you > Create and rotate your keys on the API site with the admin account you use here. > Keys are created and rotated on the API site, not here. This page only controls whether your company is allowed to have them. ![API access](/shots/carrier/settings__api-access/page.jpg) ## What you see - API access - Where your keys live ## What you can do - **How this works** ## Loading, empty and error states
Error state ![error state](/shots/carrier/settings__api-access/state-error.jpg)
Loading state ![loading state](/shots/carrier/settings__api-access/state-loading.jpg)
Tooltip state ![tooltip state](/shots/carrier/settings__api-access/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Billing & payments" description: "Settings \u00b7 /carrier-portal/settings/billing" --- **Module:** Settings · **For:** Carrier users · **Page address:** `/carrier-portal/settings/billing` ## How to get there Settings → Billing & Payments ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | No | | User | No | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Export | Any signed-in member | Manage also grants it | | Save | Any signed-in member | Manage also grants it | ## What this page tells you > Every account gets the free tier automatically. Refresh in a moment, or open My Subscription — nothing on the portal is blocked in the meantime. ![Billing & payments](/shots/carrier/settings__billing/page.jpg) ## What you see - Your plan - We are still setting up your plan. - Where to go next ## Tabs - **Subscription** - **Payments** - **Billing contact**
Tab: Subscription ![Subscription tab](/shots/carrier/settings__billing/tab-0-Subscription.jpg)
Tab: Payments ![Payments tab](/shots/carrier/settings__billing/tab-1-Payments.jpg)
Tab: Billing contact ![Billing contact tab](/shots/carrier/settings__billing/tab-2-Billing-contact.jpg)
## What you can do - **Refresh** - **Export** - **Save** ## Loading, empty and error states
Error state ![error state](/shots/carrier/settings__billing/state-error.jpg)
Loading state ![loading state](/shots/carrier/settings__billing/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/settings__billing/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/settings__billing/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Company Profile" description: "Settings \u00b7 /carrier-portal/settings/company" --- **Module:** Settings · **For:** Carrier users · **Page address:** `/carrier-portal/settings/company` ## How to get there Settings → Company Profile ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Export | Any signed-in member | Manage also grants it | | Save Settings | Any signed-in member | Manage also grants it | | Edit company story | Any signed-in member | Manage also grants it | ## What this page tells you > Dates and times across your workspace show in this time zone. Pickup, delivery and appointment times keep the time zone of their location. > Your company’s currency. Amounts are not converted, and existing records keep their own currency. ![Company Profile](/shots/carrier/settings__company/page.jpg) ## What you see - Identity - Registration - Headquarters - Commercial defaults - Company story - Company card — Editing - Seed Carrier Co - Localization ## Tabs - **Profile** - **Brand** - **Contacts** - **Billing** - **Compliance** - **Operations** - **People**
Tab: Profile ![Profile tab](/shots/carrier/settings__company/tab-0-Profile.jpg)
Tab: Brand ![Brand tab](/shots/carrier/settings__company/tab-1-Brand.jpg)
Tab: Contacts ![Contacts tab](/shots/carrier/settings__company/tab-2-Contacts.jpg)
Tab: Billing ![Billing tab](/shots/carrier/settings__company/tab-3-Billing.jpg)
Tab: Compliance ![Compliance tab](/shots/carrier/settings__company/tab-4-Compliance.jpg)
Tab: Operations ![Operations tab](/shots/carrier/settings__company/tab-5-Operations.jpg)
## What you can do - **Reset** - **Export** - **Open Profile** - **Open Profile — founded year** - **Open Profile — size** - **Open Compliance** - **Save Settings** - **Hide preview** - **Clear selection** - **Edit company story** - **Hide Company story** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Company name | Yes | textbox | `Rio Grande Logistics Group` | | Legal name | No | textbox | `Rio Grande Logistics Group, LLC` | | Business type | No | combobox | `LLC` | | Industry | No | combobox | `Truck Transportation` | | Company size | No | combobox | `1–10 employees` | | Founded | No | spinbutton | `2019` | | Website | No | textbox | `https://rio-grande-logistics.com` | | Tax ID | No | textbox | `00-9990417` | | MC number | Yes | textbox | `MC-874219` | | USDOT number | Yes | textbox | `3412887` | | Street address | Yes | textbox | `3050 Alta Mere Drive` | | Country | No | combobox | `USA` | | City | Yes | textbox | `Fort Worth` | | State | Yes | combobox | `Illinois` | | ZIP | No | textbox | `76116` | | Time zone | No | combobox | `Central Time — Chicago (default)` | | Currency | Yes | combobox | `USD — US Dollar` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/settings__company/state-dropdown-status.jpg)
Empty state ![empty state](/shots/carrier/settings__company/state-empty.jpg)
Error state ![error state](/shots/carrier/settings__company/state-error.jpg)
Loading state ![loading state](/shots/carrier/settings__company/state-loading.jpg)
Last updated 2026-10-27 --- --- title: "Documents" description: "Settings \u00b7 /carrier-portal/settings/documents" --- **Module:** Settings · **For:** Carrier users · **Page address:** `/carrier-portal/settings/documents` ## How to get there Settings → Documents ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | No | | User | No | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Export | Any signed-in member | Manage also grants it | | Save changes | Any signed-in member | Manage also grants it | ## What this page tells you > Defaults for new folders and how lists appear. > Suggested minimum for tax and carrier records — confirm with counsel. > Saved as your preference; applied in the document center as it adopts the default. ![Documents](/shots/carrier/settings__documents/page.jpg) ## What you see - Shortcuts - Retention & view - Security & sharing - Library categories ## What you can do - **Refresh** - **Export** - **Save changes** - **Open center** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Default retention (years) | No | spinbutton | `7` | | Default document list view | No | combobox | `List (dense)` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/settings__documents/state-dropdown-status.jpg)
Error state ![error state](/shots/carrier/settings__documents/state-error.jpg)
Loading state ![loading state](/shots/carrier/settings__documents/state-loading.jpg)
Tooltip state ![tooltip state](/shots/carrier/settings__documents/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Driver management" description: "Settings \u00b7 /carrier-portal/settings/drivers" --- **Module:** Settings · **For:** Carrier users · **Page address:** `/carrier-portal/settings/drivers` ## How to get there Settings → Driver Management ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | No | | User | No | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Export | Any signed-in member | Manage also grants it | | Save changes | Any signed-in member | Manage also grants it | | Add driver | Any signed-in member | Manage also grants it | ## What this page tells you > From your company profile (used across compliance and documents). ![Driver management](/shots/carrier/settings__drivers/page.jpg) ## What you see - Carrier identifiers - Driver roster ## Table columns Name · Email · Phone · Status · Portal
Tab: First page ![First page tab](/shots/carrier/settings__drivers/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/settings__drivers/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/settings__drivers/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/settings__drivers/tab-3-Next-page.jpg)
Tab: Last page 1 ![Last page 1 tab](/shots/carrier/settings__drivers/tab-4-Last-page-1-.jpg)
## What you can do - **Refresh** - **Export** - **Save changes** - **Link portal logins** - **Add driver** - **Filters** - **Refresh roster** - **Name** - **Phone** - **Status** - **Portal** - **Reveal email — access is logged** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Status | No | combobox | `Any status` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/settings__drivers/state-dropdown-status.jpg)
Empty state ![empty state](/shots/carrier/settings__drivers/state-empty.jpg)
Error state ![error state](/shots/carrier/settings__drivers/state-error.jpg)
Loading state ![loading state](/shots/carrier/settings__drivers/state-loading.jpg)
Last updated 2026-10-27 --- --- title: "Fleet settings" description: "Settings \u00b7 /carrier-portal/settings/fleet" --- **Module:** Settings · **For:** Carrier users · **Page address:** `/carrier-portal/settings/fleet` ## How to get there Settings → Fleet Settings ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | No | | User | No | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Export | Any signed-in member | Manage also grants it | | Save changes | Any signed-in member | Manage also grants it | ## What this page tells you > How distances and fuel show across dispatch and fleet screens. > Used for reminders in compliance views — not a replacement for your safety program. > In-app cues for compliance and maintenance (email delivery can be added later). ![Fleet settings](/shots/carrier/settings__fleet/page.jpg) ## What you see - Fleet workspace - Units & display - Alerts ## What you can do - **Refresh** - **Export** - **Save changes** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Distance | No | combobox | `Miles (mi)` | | Fuel | No | combobox | `Gallons (gal)` | | Inspection reminder (days before due) | No | spinbutton | `14` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/settings__fleet/state-dropdown-status.jpg)
Error state ![error state](/shots/carrier/settings__fleet/state-error.jpg)
Loading state ![loading state](/shots/carrier/settings__fleet/state-loading.jpg)
Tooltip state ![tooltip state](/shots/carrier/settings__fleet/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Help & support" description: "Settings \u00b7 /carrier-portal/settings/help" --- **Module:** Settings · **For:** Carrier users · **Page address:** `/carrier-portal/settings/help` ## How to get there Settings → Help ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Export | Any signed-in member | Manage also grants it | | Save | Any signed-in member | Manage also grants it | ## What this page tells you > Email is the fastest way in. Tell us your company name, and your DOT number if you have one. > We answer most requests within one business day. If something is down, we start on it as soon as we see it. Hours are Monday to Friday, 8am–8pm ET; holidays may vary. > How you would like us to get back to you, and who we should call when something cannot wait. ![Help & support](/shots/carrier/settings__help/page.jpg) ## What you see - How to reach us - Support preferences - Write to us - Search help articles - Common questions - How do I invite teammates to the portal? - Where do I configure EDI with my trading partners? - How are invoices and settlements tracked? - Who do I contact for billing or plan changes? - Is my data backed up? - Where to go next ## What you can do - **Refresh** - **Export** - **Save** - **How do I invite teammates to the portal?** - **Where do I configure EDI with my trading partners?** - **How are invoices and settlements tracked?** - **Who do I contact for billing or plan changes?** - **Is my data backed up?** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Preferred channel | No | combobox | `No preference` | | Who we call when it is urgent | No | textbox | `e.g. Sam Okafor` | | Their email | No | textbox | `escalations@yourcompany.com` | | Subject | No | textbox | `e.g. EDI 997 not acknowledging` | | What is going on? | No | textbox | `What were you doing, what did you expect` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/settings__help/state-dropdown-status.jpg)
Error state ![error state](/shots/carrier/settings__help/state-error.jpg)
Loading state ![loading state](/shots/carrier/settings__help/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/settings__help/state-popover-guide.jpg)
Last updated 2026-10-27 --- --- title: "Integrations" description: "Settings \u00b7 /carrier-portal/settings/integrations" --- **Module:** Settings · **For:** Carrier users · **Page address:** `/carrier-portal/settings/integrations` ## How to get there Settings → Integrations ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | No | | User | No | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Set up | Any signed-in member | Manage also grants it | ## What this page tells you > Database and auth via Supabase MCP. Connect your Supabase project for real-time data and auth. > OpenAI GPT models for chat, completions, and embeddings. Power AI agents and assistants. > Google Antigravity APIs for advanced AI and gravity-aware workflows. ![Integrations](/shots/carrier/settings__integrations/page.jpg) ## What you see - MCP Supabase - Open AI LLM API - Google Antigravity - Twilio (Phone) - SMTP - SendGrid (Email) - Slack (Chat) - Zapier (Automation) - n8n (Automation) - Set up somewhere else ## What you can do - **Check again** - **How this works** - **Show every integration** - **Show only the integrations that are set up** - **Show only the integrations that are not set up** - **Cards** - **Table** - **Advanced filter** - **Set up** ## Loading, empty and error states
Error state ![error state](/shots/carrier/settings__integrations/state-error.jpg)
Loading state ![loading state](/shots/carrier/settings__integrations/state-loading.jpg)
Tooltip state ![tooltip state](/shots/carrier/settings__integrations/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "SMTP (outbound email)" description: "Settings \u00b7 /carrier-portal/settings/integrations/smtp" --- **Module:** Settings · **For:** Carrier users · **Page address:** `/carrier-portal/settings/integrations/smtp` ## How to get there Settings → Integrations → Smtp ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | No | | User | No | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Any signed-in member | Must be granted on its own (not part of Manage) | | Save SMTP settings | Any signed-in member | Manage also grants it | | Verify Test delivery | Any signed-in member | Must be granted on its own (not part of Manage) | ## What this page tells you > When off, platform default email provider is used for supported flows. ![SMTP (outbound email)](/shots/carrier/settings__integrations__smtp/page.jpg) ## What you see - Connection
Tab: Connection ![Connection tab](/shots/carrier/settings__integrations__smtp/tab-0-Connection.jpg)
Tab: Sender ![Sender tab](/shots/carrier/settings__integrations__smtp/tab-1-Sender.jpg)
Tab: Verify ![Verify tab](/shots/carrier/settings__integrations__smtp/tab-2-Verify.jpg)
## What you can do - **How this works** - **Cancel** - **Save SMTP settings** - **Connection Host, port, TLS** - **Sender From identity** - **Verify Test delivery** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Enable custom SMTP | No | switch | | | SMTP host | No | textbox | `smtp.example.com` | | Port | No | textbox | `587` | | Username | No | textbox | | | Use TLS (STARTTLS) | No | switch | | ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/settings__integrations__smtp/state-loading.jpg)
Tooltip state ![tooltip state](/shots/carrier/settings__integrations__smtp/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Menu & Modules" description: "Settings \u00b7 /carrier-portal/settings/modules" --- **Module:** Settings · **For:** Carrier users · **Page address:** `/carrier-portal/settings/modules` ## How to get there Settings → Menu & Modules ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | No | | User | No | ## What this page tells you > Nothing on this screen is sold as an add-on today — every menu item ships with the product. What your workspace is offered is granted by the platform; anything withdrawn appears here as a locked row rather than disappearing. ![Menu & Modules](/shots/carrier/settings__modules/page.jpg) ## What you see - Top level - Relationships - Quotes - Shipments - Dispatch - Load Board - Fleet - Network Directory - Safety & Claims - Team - Documents - Rates - Finance - API Management ## What you can do - **How this works** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Find a menu item | No | textbox | | | Relationships — show this whole group in the menu | No | switch | | | Quotes — show this whole group in the menu | No | switch | | | Shipments — show this whole group in the menu | No | switch | | | Dispatch — show this whole group in the menu | No | switch | | | Load Board — show this whole group in the menu | No | switch | | | Fleet — show this whole group in the menu | No | switch | | | Network Directory — show this whole group in the menu | No | switch | | | Safety & Claims — show this whole group in the menu | No | switch | | | Team — show this whole group in the menu | No | switch | | | Documents — show this whole group in the menu | No | switch | | | Rates — show this whole group in the menu | No | switch | | | Finance — show this whole group in the menu | No | switch | | | API Management — show this whole group in the menu | No | switch | | | EDI Dashboard — show this whole group in the menu | No | switch | | | Analytics — show this whole group in the menu | No | switch | | | Reports — show this whole group in the menu | No | switch | | | Help — show this whole group in the menu | No | switch | | ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/settings__modules/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/settings__modules/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/settings__modules/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Notifications" description: "Settings \u00b7 /carrier-portal/settings/notifications" --- **Module:** Settings · **For:** Carrier users · **Page address:** `/carrier-portal/settings/notifications` ## How to get there Settings → Notifications ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | No | | User | No | ## What this page tells you > In-app notifications are on by default. Email, SMS and push are off until you opt in — turn on only the channels you want. When you opt in to email or SMS, the destination we'll use is shown beneath the toggle so you can confirm it; add a verified address if none is on file. ![Notifications](/shots/carrier/settings__notifications/page.jpg) ## What you see - Notification preferences ## Fields | Field | Required | Type | Example | |---|---|---|---| | Dispatch & assignment — In-app notifications | No | switch | | | Dispatch & assignment — Email notifications | No | switch | | | Dispatch & assignment — SMS notifications | No | switch | | | Dispatch & assignment — Push notifications | No | switch | | | Dispatch & assignment — delivery frequency | No | combobox | `Immediate` | | Load tenders & quotes — In-app notifications | No | switch | | | Load tenders & quotes — Email notifications | No | switch | | | Load tenders & quotes — SMS notifications | No | switch | | | Load tenders & quotes — Push notifications | No | switch | | | Load tenders & quotes — delivery frequency | No | combobox | `Immediate` | | Payments & settlements — In-app notifications | No | switch | | | Payments & settlements — Email notifications | No | switch | | | Payments & settlements — SMS notifications | No | switch | | | Payments & settlements — Push notifications | No | switch | | | Payments & settlements — delivery frequency | No | combobox | `Immediate` | | Compliance & credentials — In-app notifications | No | switch | | | Compliance & credentials — Email notifications | No | switch | | | Compliance & credentials — SMS notifications | No | switch | | | Compliance & credentials — Push notifications | No | switch | | | Compliance & credentials — delivery frequency | No | combobox | `Immediate` | | Fleet maintenance — In-app notifications | No | switch | | | Fleet maintenance — Email notifications | No | switch | | | Fleet maintenance — SMS notifications | No | switch | | | Fleet maintenance — Push notifications | No | switch | | | Fleet maintenance — delivery frequency | No | combobox | `Immediate` | | Inspections & audits — In-app notifications | No | switch | | | Inspections & audits — Email notifications | No | switch | | | Inspections & audits — SMS notifications | No | switch | | | Inspections & audits — Push notifications | No | switch | | | Inspections & audits — delivery frequency | No | combobox | `Immediate` | | Cargo claims — In-app notifications | No | switch | | | Cargo claims — Email notifications | No | switch | | | Cargo claims — SMS notifications | No | switch | | | Cargo claims — Push notifications | No | switch | | | Cargo claims — delivery frequency | No | combobox | `Immediate` | ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/settings__notifications/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/settings__notifications/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/settings__notifications/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Numbering" description: "Settings \u00b7 /carrier-portal/settings/numbering" --- **Module:** Settings · **For:** Carrier users · **Page address:** `/carrier-portal/settings/numbering` ## How to get there Settings → Numbering ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | No | | User | No | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Save the Opportunity series | Any signed-in member | Manage also grants it | | Save the Quote series | Any signed-in member | Manage also grants it | | Save the Trip series | Any signed-in member | Manage also grants it | | Export 10 rows to CSV | Any signed-in member | Manage also grants it | ## What this page tells you > Each record type has a fixed prefix. Choose the number its series starts from — up to five digits, for example 00001 or 10001. The platform issues the numbers in order and never reuses one. A series is saved once and then locked. > Given to each sales opportunity you create. > Set automatically from your existing records, continuing at OPP-00011. Confirm or change once. ![Numbering](/shots/carrier/settings__numbering/page.jpg) ## What you see - Record numbers - Opportunity numbers - Quote numbers - Trip numbers - Number log ## Table columns Number · Status · Record · Taken By · Taken On · Closed On
Tab: First page ![First page tab](/shots/carrier/settings__numbering/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/settings__numbering/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/settings__numbering/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/settings__numbering/tab-3-Next-page.jpg)
Tab: Last page 1 ![Last page 1 tab](/shots/carrier/settings__numbering/tab-4-Last-page-1-.jpg)
## What you can do - **How this works** - **Save the Opportunity series** - **Save the Quote series** - **Save the Trip series** - **Filters** - **Export 10 rows to CSV** - **Number** - **Status** - **Taken by** - **Taken on** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Starting number | Yes | textbox | `00011` | | Opportunities | No | radio | | | Quotes | No | radio | | | Trips | No | radio | | | Status | No | combobox | `Any status` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/settings__numbering/state-dropdown-status.jpg)
Error state ![error state](/shots/carrier/settings__numbering/state-error.jpg)
Loading state ![loading state](/shots/carrier/settings__numbering/state-loading.jpg)
Tooltip state ![tooltip state](/shots/carrier/settings__numbering/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Team" description: "Settings \u00b7 /carrier-portal/settings/team" --- **Module:** Settings · **For:** Carrier users · **Page address:** `/carrier-portal/settings/team` ## Who can use this page Needs: **View** permission on the **Workers** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | No | ![Team](/shots/carrier/settings__team/page.jpg) ## Table columns Name · Email · Role · Status · Department
Tab: People1 ![People1 tab](/shots/carrier/settings__team/tab-0-People1.jpg)
Tab: Deactivated0 ![Deactivated0 tab](/shots/carrier/settings__team/tab-1-Deactivated0.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/settings__team/tab-10-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/settings__team/tab-11-Next-page.jpg)
Tab: Last page 1 ![Last page 1 tab](/shots/carrier/settings__team/tab-12-Last-page-1-.jpg)
Tab: Roles permissions ![Roles permissions tab](/shots/carrier/settings__team/tab-2-Roles-permissions.jpg)
## Loading, empty and error states
Error state ![error state](/shots/carrier/settings__team/state-error.jpg)
Loading state ![loading state](/shots/carrier/settings__team/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/settings__team/state-popover-guide.jpg)
Rowmenu state ![rowmenu state](/shots/carrier/settings__team/state-rowmenu.jpg)
Last updated 2026-10-27 --- --- title: "Zones" description: "Settings \u00b7 /carrier-portal/settings/zones" --- **Module:** Settings · **For:** Carrier users · **Page address:** `/carrier-portal/settings/zones` ## How to get there Settings → Zones ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | No | | User | No | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | New Zone | Any signed-in member | Manage also grants it | | Export 0 rows to CSV | Any signed-in member | Manage also grants it | ![Zones](/shots/carrier/settings__zones/page.jpg) ## What you see - Zones ## Table columns Zone · States Covered · Sort · Status
Tab: First page ![First page tab](/shots/carrier/settings__zones/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/settings__zones/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/settings__zones/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/settings__zones/tab-3-Next-page.jpg)
Tab: Last page 1 ![Last page 1 tab](/shots/carrier/settings__zones/tab-4-Last-page-1-.jpg)
## What you can do - **New Zone** - **Filter to Zones** - **Filter to Active** - **Filter to Inactive** - **Filters** - **Export 0 rows to CSV** - **Refresh zones** - **Zone** - **Sort** - **Status** - **Rows per page — currently 20** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Status | No | combobox | `Any status` | ## When there is nothing to show - "- row "No zones yet — add the first row.":" - "- cell "No zones yet — add the first row.":" - "No zones yet — add the first row." ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/settings__zones/state-dropdown-status.jpg)
Empty state ![empty state](/shots/carrier/settings__zones/state-empty.jpg)
Error state ![error state](/shots/carrier/settings__zones/state-error.jpg)
Loading state ![loading state](/shots/carrier/settings__zones/state-loading.jpg)
Last updated 2026-10-27 --- --- title: "Edit zone" description: "Settings \u00b7 /carrier-portal/settings/zones/:id/edit" --- **Module:** Settings · **For:** Carrier users · **Page address:** `/carrier-portal/settings/zones/:id/edit` ## How to get there Settings → Zones → Edit Zone ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | No | | User | No | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Any signed-in member | Must be granted on its own (not part of Manage) | | Save zone | Any signed-in member | Manage also grants it | ![Edit zone](/shots/carrier/settings__zones__id__edit/page.jpg) ## What you see - Zone - Coverage - Zone card — Editing - KB-Zone 2610271910 ## What you can do - **Cancel** - **Save zone** - **Hide preview** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Zone name | Yes | textbox | `Gulf Coast Corridor` | | Code | Yes | textbox | `GULF_COAST` | | Sort order | No | spinbutton | `0` | | Active | No | checkbox | | | Description | No | textbox | `What this region is, in the words your t` | | States covered | No | combobox | `Search states` | | ZIP codes covered | No | combobox | `Search ZIP codes` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/settings__zones__id__edit/state-dropdown-status.jpg)
Error state ![error state](/shots/carrier/settings__zones__id__edit/state-error.jpg)
Loading state ![loading state](/shots/carrier/settings__zones__id__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/settings__zones__id__edit/state-popover-guide.jpg)
Last updated 2026-10-27 --- --- title: "New zone" description: "Settings \u00b7 /carrier-portal/settings/zones/new/edit" --- **Module:** Settings · **For:** Carrier users · **Page address:** `/carrier-portal/settings/zones/new/edit` ## How to get there Settings → Zones → New zone ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | No | | User | No | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Any signed-in member | Must be granted on its own (not part of Manage) | | Create zone | Any signed-in member | Manage also grants it | ![New zone](/shots/carrier/settings__zones__new__edit/page.jpg) ## What you see - Zone - Coverage - Zone card — Draft - New zone ## What you can do - **Cancel** - **Create zone** - **Hide preview** - **Zone name** - **Code** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Zone name | Yes | textbox | `Gulf Coast Corridor` | | Code | Yes | textbox | `GULF_COAST` | | Sort order | No | spinbutton | `0` | | Active | No | checkbox | | | Description | No | textbox | `What this region is, in the words your t` | | States covered | No | combobox | `Search states` | | ZIP codes covered | No | combobox | `Search ZIP codes` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/settings__zones__new__edit/state-dropdown-status.jpg)
Error state ![error state](/shots/carrier/settings__zones__new__edit/state-error.jpg)
Loading state ![loading state](/shots/carrier/settings__zones__new__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/settings__zones__new__edit/state-popover-guide.jpg)
Last updated 2026-10-27 --- --- title: "All Shipments" description: "Shipments \u00b7 /carrier-portal/shipments" --- **Module:** Shipments · **For:** Carrier users · **Page address:** `/carrier-portal/shipments` ## How to get there Shipments → All Shipments > This address opens **/carrier-portal/shipments/all** (the same page, a different view). ## Who can use this page Needs: **View** permission on the **Shipments** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Export | Export on Shipments | Manage also grants it | ![All Shipments](/shots/carrier/shipments/page.jpg) ## What you see - All Shipments ## Table columns Reference · Route · Driver · Pickup / Delivery · Equipment · Rate · Status ## Tabs - **All 11** - **Assigned 8** - **In Transit 1** - **Delivered 2**
Tab: All11 ![All11 tab](/shots/carrier/shipments/tab-0-All11.jpg)
Tab: Assigned8 ![Assigned8 tab](/shots/carrier/shipments/tab-1-Assigned8.jpg)
Tab: In Transit1 ![In Transit1 tab](/shots/carrier/shipments/tab-2-In-Transit1.jpg)
Tab: Delivered2 ![Delivered2 tab](/shots/carrier/shipments/tab-3-Delivered2.jpg)
Tab: First page ![First page tab](/shots/carrier/shipments/tab-4-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/shipments/tab-5-Previous-page.jpg)
## What you can do - **Refresh** - **Show all shipments** - **Show in-transit shipments** - **Show delivered shipments** - **Filters** - **Export** - **Pickup / Delivery** - **Status** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Sort by | No | combobox | `Sort by: Newest first` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/shipments/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/shipments/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/shipments/state-popover-guide.jpg)
Rowmenu state ![rowmenu state](/shots/carrier/shipments/state-rowmenu.jpg)
Last updated 2026-10-27 --- --- title: "All Shipments" description: "Shipments \u00b7 /carrier-portal/shipments/all" --- **Module:** Shipments · **For:** Carrier users · **Page address:** `/carrier-portal/shipments/all` ## How to get there Shipments → All Shipments ## Who can use this page Needs: **View** permission on the **Shipments** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Export | Export on Shipments | Manage also grants it | ![All Shipments](/shots/carrier/shipments__all/page.jpg) ## What you see - All Shipments ## Table columns Reference · Route · Driver · Pickup / Delivery · Equipment · Rate · Status ## Tabs - **All 11** - **Assigned 8** - **In Transit 1** - **Delivered 2**
Tab: All11 ![All11 tab](/shots/carrier/shipments__all/tab-0-All11.jpg)
Tab: Assigned8 ![Assigned8 tab](/shots/carrier/shipments__all/tab-1-Assigned8.jpg)
Tab: In Transit1 ![In Transit1 tab](/shots/carrier/shipments__all/tab-2-In-Transit1.jpg)
Tab: Delivered2 ![Delivered2 tab](/shots/carrier/shipments__all/tab-3-Delivered2.jpg)
Tab: First page ![First page tab](/shots/carrier/shipments__all/tab-4-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/shipments__all/tab-5-Previous-page.jpg)
## What you can do - **Refresh** - **Show all shipments** - **Show in-transit shipments** - **Show delivered shipments** - **Filters** - **Export** - **Pickup / Delivery** - **Status** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Sort by | No | combobox | `Sort by: Newest first` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/shipments__all/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/shipments__all/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/shipments__all/state-popover-guide.jpg)
Rowmenu state ![rowmenu state](/shots/carrier/shipments__all/state-rowmenu.jpg)
Last updated 2026-10-27 --- --- title: "Assigned Shipments" description: "Shipments \u00b7 /carrier-portal/shipments/assigned" --- **Module:** Shipments · **For:** Carrier users · **Page address:** `/carrier-portal/shipments/assigned` ## How to get there Shipments → All Shipments > This address opens **/carrier-portal/shipments/all?tab=assigned** (the same page, a different view). ## Who can use this page Needs: **View** permission on the **Shipments** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Export | Export on Shipments | Manage also grants it | ![Assigned Shipments](/shots/carrier/shipments__assigned/page.jpg) ## What you see - Assigned Shipments ## Table columns Reference · Route · Driver · Pickup / Delivery · Equipment · Rate · Status ## Tabs - **All 11** - **Assigned 8** - **In Transit 1** - **Delivered 2**
Tab: All11 ![All11 tab](/shots/carrier/shipments__assigned/tab-0-All11.jpg)
Tab: Assigned8 ![Assigned8 tab](/shots/carrier/shipments__assigned/tab-1-Assigned8.jpg)
Tab: In Transit1 ![In Transit1 tab](/shots/carrier/shipments__assigned/tab-2-In-Transit1.jpg)
Tab: Delivered2 ![Delivered2 tab](/shots/carrier/shipments__assigned/tab-3-Delivered2.jpg)
Tab: First page ![First page tab](/shots/carrier/shipments__assigned/tab-4-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/shipments__assigned/tab-5-Previous-page.jpg)
## What you can do - **Refresh** - **Show all shipments** - **Show in-transit shipments** - **Show delivered shipments** - **Filters** - **Export** - **Pickup / Delivery** - **Status** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Sort by | No | combobox | `Sort by: Newest first` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/shipments__assigned/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/shipments__assigned/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/shipments__assigned/state-popover-guide.jpg)
Rowmenu state ![rowmenu state](/shots/carrier/shipments__assigned/state-rowmenu.jpg)
Last updated 2026-10-27 --- --- title: "Assigned Loads" description: "Shipments \u00b7 /carrier-portal/shipments/assigned-loads" --- **Module:** Shipments · **For:** Carrier users · **Page address:** `/carrier-portal/shipments/assigned-loads` ## How to get there Dispatch → Assigned Loads ## Who can use this page Needs: **View** permission on the **Dispatch** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Export 10 rows to CSV | Export on Dispatch | Manage also grants it | ## What this page tells you > Rows are loads already bound to your carrier, however they were won — tender accept, direct broker assignment, bid award or self-book. Dispatch a driver or owner-operator from a row. > Only loads awaiting a driver, with a driver assigned or in transit are listed. Loads at pickup, at delivery, delivered, completed or cancelled are not shown here. ![Assigned Loads](/shots/carrier/shipments__assigned-loads/page.jpg) ## What you see - Loads to Dispatch ## Table columns Reference · Route · Commodity · Equipment · Status · Rate
Tab: First page ![First page tab](/shots/carrier/shipments__assigned-loads/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/shipments__assigned-loads/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/shipments__assigned-loads/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/shipments__assigned-loads/tab-3-Next-page.jpg)
Tab: Last page 1 ![Last page 1 tab](/shots/carrier/shipments__assigned-loads/tab-4-Last-page-1-.jpg)
## What you can do - **Refresh** - **Documents** - **Filter to loads awaiting dispatch** - **Filter to loads with a driver assigned** - **Filter to in-transit loads** - **Filters** - **Export 10 rows to CSV** - **Reference** - **Route** - **Commodity** - **Equipment** - **Status** - **Rate** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Status | No | combobox | `Any status` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/shipments__assigned-loads/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/shipments__assigned-loads/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/shipments__assigned-loads/state-popover-guide.jpg)
Rowmenu state ![rowmenu state](/shots/carrier/shipments__assigned-loads/state-rowmenu.jpg)
Last updated 2026-10-27 --- --- title: "Delivered" description: "Shipments \u00b7 /carrier-portal/shipments/delivered" --- **Module:** Shipments · **For:** Carrier users · **Page address:** `/carrier-portal/shipments/delivered` ## How to get there Shipments → All Shipments > This address opens **/carrier-portal/shipments/all?tab=delivered** (the same page, a different view). ## Who can use this page Needs: **View** permission on the **Shipments** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Export | Export on Shipments | Manage also grants it | ![Delivered](/shots/carrier/shipments__delivered/page.jpg) ## What you see - Delivered ## Table columns Reference · Route · Driver · Pickup / Delivery · Equipment · Rate · Status ## Tabs - **All 11** - **Assigned 8** - **In Transit 1** - **Delivered 2**
Tab: All11 ![All11 tab](/shots/carrier/shipments__delivered/tab-0-All11.jpg)
Tab: Assigned8 ![Assigned8 tab](/shots/carrier/shipments__delivered/tab-1-Assigned8.jpg)
Tab: In Transit1 ![In Transit1 tab](/shots/carrier/shipments__delivered/tab-2-In-Transit1.jpg)
Tab: Delivered2 ![Delivered2 tab](/shots/carrier/shipments__delivered/tab-3-Delivered2.jpg)
Tab: First page ![First page tab](/shots/carrier/shipments__delivered/tab-4-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/shipments__delivered/tab-5-Previous-page.jpg)
## What you can do - **Refresh** - **Show all shipments** - **Show in-transit shipments** - **Show delivered shipments** - **Filters** - **Export** - **Pickup / Delivery** - **Status** - **Rows per page — currently 20** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Sort by | No | combobox | `Sort by: Newest first` | ## When there is nothing to show - "- cell "Delivered · needs check No pickup recorded · No proof of delivery on file" ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/shipments__delivered/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/shipments__delivered/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/shipments__delivered/state-popover-guide.jpg)
Rowmenu state ![rowmenu state](/shots/carrier/shipments__delivered/state-rowmenu.jpg)
Last updated 2026-10-27 --- --- title: "Detail details" description: "Shipments \u00b7 /carrier-portal/shipments/details/:id" --- **Module:** Shipments · **For:** Carrier users · **Page address:** `/carrier-portal/shipments/details/:id` ## How to get there Shipments → All Shipments → (a record) ## Who can use this page Needs: **View** permission on the **Shipments** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Add leg | Create on Shipments | Manage also grants it | | Assign driver | Assign on Shipments | Manage also grants it | ## What this page tells you > Split this shipment into relay / hook-and-drop legs. > No eligible confirmer on the other side yet — an appointment must be confirmed by the shipper or broker, and none is available to confirm one you propose. It stays pending until a scheduling contact is added on their side. > Assign a driver before scheduling this stop's appointment. ![Detail details](/shots/carrier/shipments__details__id/page.jpg) ## What you see - Route - Legs - Stops & tracking - Appointment scheduling - Stop details - Stop details - Next action - Driver - Shipper / Broker - Connected records - Financials - Driver trip notes - Sent instructions ## Tabs - **Lane** - **Live map** - **Route** - **Cargo & Compliance** - **Operational** - **Accessorials** - **Instructions** - **Additional Services** - **Documents**
Tab: Lane ![Lane tab](/shots/carrier/shipments__details__id/tab-0-Lane.jpg)
Tab: Live map ![Live map tab](/shots/carrier/shipments__details__id/tab-1-Live-map.jpg)
Tab: Route ![Route tab](/shots/carrier/shipments__details__id/tab-2-Route.jpg)
Tab: Cargo Compliance ![Cargo Compliance tab](/shots/carrier/shipments__details__id/tab-3-Cargo-Compliance.jpg)
Tab: Operational ![Operational tab](/shots/carrier/shipments__details__id/tab-4-Operational.jpg)
Tab: Accessorials ![Accessorials tab](/shots/carrier/shipments__details__id/tab-5-Accessorials.jpg)
## What you can do - **Add leg** - **1 2500 Irving Blvd pickup Pending 2500 Irving Blvd Dallas, TX 75207 2500 Irving Blvd** - **2 1500 Hardy St delivery Pending 1500 Hardy St Houston, TX 77020 1500 Hardy St** - **Propose appointment** - **Appointment history** - **Assign driver** - **None yet** ## When there is nothing to show - "No eligible confirmer on the other side yet — an appointment must be confirmed by the shipper or broker, and none is available to confirm one you propose. It stays pending until a scheduling contact is added on their side." - "No driver is on this shipment yet. This opens Driver loads, where you pick the driver." - "No driver assigned yet — the driver appears here once this shipment is dispatched." - "No trip notes from the driver yet — notes the driver saves on this load appear here." ## Loading, empty and error states
Error state ![error state](/shots/carrier/shipments__details__id/state-error.jpg)
Loading state ![loading state](/shots/carrier/shipments__details__id/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/shipments__details__id/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/shipments__details__id/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "New leg" description: "Shipments \u00b7 /carrier-portal/shipments/details/:id/legs/new" --- **Module:** Shipments · **For:** Carrier users · **Page address:** `/carrier-portal/shipments/details/:id/legs/new` ## How to get there Shipments → All Shipments → Details → New Leg ## Who can use this page Needs: **Create** permission on the **Shipments** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on Shipments | Must be granted on its own (not part of Manage) | | Create leg | Create on Shipments | Manage also grants it | ![New leg](/shots/carrier/shipments__details__id__legs__new/page.jpg) ## What you see - Handoff - Crew & equipment - New leg — Draft ## What you can do - **Cancel** - **Create leg** - **Hide preview** - **Clear selection** - **Handoff type** - **Hand off at stop** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Handoff type | Yes | combobox | `Select handoff…` | | Hand off at stop | Yes | combobox | `Select the handoff stop…` | | Covering carrier | No | combobox | `Your company (own fleet)` | | Driver | No | combobox | `Select a driver…` | | Truck | No | combobox | `Select a truck…` | | Trailer | No | combobox | `Select a trailer…` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/shipments__details__id__legs__new/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/shipments__details__id__legs__new/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/shipments__details__id__legs__new/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/shipments__details__id__legs__new/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Driver Activity" description: "Shipments \u00b7 /carrier-portal/shipments/driver-activity" --- **Module:** Shipments · **For:** Carrier users · **Page address:** `/carrier-portal/shipments/driver-activity` ## How to get there Shipments → Driver Activity ## Who can use this page Needs: **View** permission on the **Shipments** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Export | Export on Shipments | Manage also grants it | ## What this page tells you > These are your own drivers, each with their live position, vehicle readings and newest open trip report. ![Driver Activity](/shots/carrier/shipments__driver-activity/page.jpg) ## What you see - Live Driver Map - Driver Activity ## Table columns Driver · Duty · Current Load · Last Position · Vehicle · Trailer · Exception ## Tabs - **Live Map** - **Fleet status 11** - **Alerts 9**
Tab: Live Map ![Live Map tab](/shots/carrier/shipments__driver-activity/tab-0-Live-Map.jpg)
Tab: Fleet status11 ![Fleet status11 tab](/shots/carrier/shipments__driver-activity/tab-1-Fleet-status11.jpg)
Tab: Alerts9 ![Alerts9 tab](/shots/carrier/shipments__driver-activity/tab-2-Alerts9.jpg)
Tab: First page ![First page tab](/shots/carrier/shipments__driver-activity/tab-3-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/shipments__driver-activity/tab-4-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/shipments__driver-activity/tab-5-Page-1.jpg)
## What you can do - **Refresh** - **Filter to drivers reporting live GPS** - **Show the full live driver list** - **Open the fleet status view** - **Open the driver alerts feed** - **Keyboard shortcuts** - **Map camera controls** - **Drag Pegman onto the map to open Street View** - **OK** - **Filters** - **Export** - **Driver** - **Duty** - **Current load** - **Last position** - **Vehicle** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Duty state | No | combobox | `Any duty state` | ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/shipments__driver-activity/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/shipments__driver-activity/state-popover-guide.jpg)
Rowmenu state ![rowmenu state](/shots/carrier/shipments__driver-activity/state-rowmenu.jpg)
Tooltip state ![tooltip state](/shots/carrier/shipments__driver-activity/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Driver load details" description: "Shipments \u00b7 /carrier-portal/shipments/driver-loads/:segment" --- **Module:** Shipments · **For:** Carrier users · **Page address:** `/carrier-portal/shipments/driver-loads/:segment` ## How to get there Dispatch → Driver Loads ## Who can use this page Needs: **View** permission on the **Dispatch** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Export 11 rows to CSV | Export on Dispatch | Manage also grants it | ## What this page tells you > Rows are your own shipments in the Overview slice — assign a driver inline; the server re-evaluates HOS and is authoritative. > This load has already been delivered — its driver can't be re-assigned. If the wrong driver is on record, contact support. ![Driver load details](/shots/carrier/shipments__driver-loads__segment/page.jpg) ## What you see - Overview ## Table columns Reference · Route · Status · Run Order · Assigned Driver ## Tabs - **Overview 11** - **Assigned 8** - **Active 1** - **Completed 2** - **Live status 11**
Tab: Overview11 ![Overview11 tab](/shots/carrier/shipments__driver-loads__segment/tab-0-Overview11.jpg)
Tab: Assigned8 ![Assigned8 tab](/shots/carrier/shipments__driver-loads__segment/tab-1-Assigned8.jpg)
Tab: Active1 ![Active1 tab](/shots/carrier/shipments__driver-loads__segment/tab-2-Active1.jpg)
Tab: Completed2 ![Completed2 tab](/shots/carrier/shipments__driver-loads__segment/tab-3-Completed2.jpg)
Tab: Live status11 ![Live status11 tab](/shots/carrier/shipments__driver-loads__segment/tab-4-Live-status11.jpg)
Tab: First page ![First page tab](/shots/carrier/shipments__driver-loads__segment/tab-5-First-page.jpg)
## What you can do - **Refresh** - **Open driver My Loads** - **Show every load in this view** - **Filter to loads awaiting a driver** - **Filter to loads with a driver assigned** - **Filter to loads currently moving** - **Filters** - **Export 11 rows to CSV** - **Reference** - **Route** - **Status** - **Run order** - **Assigned driver** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Equipment | No | combobox | `Any equipment` | ## When there is nothing to show - "Awaiting driver 7 No driver bound yet" ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/shipments__driver-loads__segment/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/shipments__driver-loads__segment/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/shipments__driver-loads__segment/state-popover-guide.jpg)
Rowmenu state ![rowmenu state](/shots/carrier/shipments__driver-loads__segment/state-rowmenu.jpg)
Last updated 2026-10-27 --- --- title: "In Transit" description: "Shipments \u00b7 /carrier-portal/shipments/in-transit" --- **Module:** Shipments · **For:** Carrier users · **Page address:** `/carrier-portal/shipments/in-transit` ## How to get there Shipments → All Shipments > This address opens **/carrier-portal/shipments/all?tab=in-transit** (the same page, a different view). ## Who can use this page Needs: **View** permission on the **Shipments** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Export | Export on Shipments | Manage also grants it | ![In Transit](/shots/carrier/shipments__in-transit/page.jpg) ## What you see - In Transit ## Tabs - **All 11** - **Assigned 8** - **In Transit 1** - **Delivered 2**
Tab: All11 ![All11 tab](/shots/carrier/shipments__in-transit/tab-0-All11.jpg)
Tab: Assigned8 ![Assigned8 tab](/shots/carrier/shipments__in-transit/tab-1-Assigned8.jpg)
Tab: In Transit1 ![In Transit1 tab](/shots/carrier/shipments__in-transit/tab-2-In-Transit1.jpg)
Tab: Delivered2 ![Delivered2 tab](/shots/carrier/shipments__in-transit/tab-3-Delivered2.jpg)
Tab: First page ![First page tab](/shots/carrier/shipments__in-transit/tab-4-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/shipments__in-transit/tab-5-Previous-page.jpg)
## What you can do - **Refresh** - **Show all shipments** - **Show in-transit shipments** - **Show delivered shipments** - **Filters** - **Export** - **Pickup / Delivery** - **Status** - **Rows per page — currently 20** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Sort by | No | combobox | `Sort by: Newest first` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/shipments__in-transit/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/shipments__in-transit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/shipments__in-transit/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/shipments__in-transit/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "New shipment" description: "Shipments \u00b7 /carrier-portal/shipments/new" --- **Module:** Shipments · **For:** Carrier users · **Page address:** `/carrier-portal/shipments/new` ## How to get there Shipments → All Shipments → New Shipment ## Who can use this page Needs: **Create** permission on the **Shipments** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ## What this page tells you > There is no carrier “create shipment” path — by design. > Shippers and brokers originate loads; carriers accept the resulting tenders. To find and book freight, use Available Loads. To manage freight already assigned to you, use Assigned Loads. Nothing here can be saved, so nothing pretends to be. ![New shipment](/shots/carrier/shipments__new/page.jpg) ## What you can do - **Available Loads** - **Assigned Loads** ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/shipments__new/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/shipments__new/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/shipments__new/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Shipments Overview" description: "Shipments \u00b7 /carrier-portal/shipments/overview" --- **Module:** Shipments · **For:** Carrier users · **Page address:** `/carrier-portal/shipments/overview` ## How to get there Shipments → Overview ## Who can use this page Needs: **View** permission on the **Shipments** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ## What this page tells you > Counted over every shipment assigned to your carrier, not just the window the charts use. Cancelled shipments are shown here and are deliberately excluded from the Total Shipments figure above. > Completion, pending status and cancelled count every shipment assigned to your carrier. “No driver assigned” counts the open shipments (needs a driver) in 11 shipments — the same figure as Driver coverage below. ![Shipments Overview](/shots/carrier/shipments__overview/page.jpg) ## What you see - Shipment volume trend - Status mix - Quick stats - Booked rate by month ## What you can do - **All shipments** - **Refresh** - **How this works** - **Total Shipments 11 Pending, assigned, in transit and delivered** - **Delivered 2 18% completed · 2 marked delivered need a check** - **Pending Loads 0 Shipments in Pending status** - **Shipments** - **Rate** - **3M** - **6M** - **12M** ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/shipments__overview/state-loading.jpg)
Tooltip state ![tooltip state](/shots/carrier/shipments__overview/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Pending Shipments" description: "Shipments \u00b7 /carrier-portal/shipments/pending" --- **Module:** Shipments · **For:** Carrier users · **Page address:** `/carrier-portal/shipments/pending` ## How to get there Shipments → All Shipments > This address opens **/carrier-portal/shipments/all?tab=pending** (the same page, a different view). ## Who can use this page Needs: **View** permission on the **Shipments** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Export | Export on Shipments | Manage also grants it | ![Pending Shipments](/shots/carrier/shipments__pending/page.jpg) ## What you see - Pending Shipments ## Table columns Reference · Route · Driver · Pickup / Delivery · Equipment · Rate · Status ## Tabs - **All 11** - **Assigned 8** - **In Transit 1** - **Delivered 2**
Tab: All11 ![All11 tab](/shots/carrier/shipments__pending/tab-0-All11.jpg)
Tab: Assigned8 ![Assigned8 tab](/shots/carrier/shipments__pending/tab-1-Assigned8.jpg)
Tab: In Transit1 ![In Transit1 tab](/shots/carrier/shipments__pending/tab-2-In-Transit1.jpg)
Tab: Delivered2 ![Delivered2 tab](/shots/carrier/shipments__pending/tab-3-Delivered2.jpg)
Tab: First page ![First page tab](/shots/carrier/shipments__pending/tab-4-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/shipments__pending/tab-5-Previous-page.jpg)
## What you can do - **Refresh** - **Show all shipments** - **Show in-transit shipments** - **Show delivered shipments** - **Filters** - **Export** - **Pickup / Delivery** - **Status** - **Rows per page — currently 20** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Sort by | No | combobox | `Sort by: Newest first` | ## When there is nothing to show - "- row "No shipments found":" - "- cell "No shipments found":" - "No shipments found" ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/shipments__pending/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/shipments__pending/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/shipments__pending/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/shipments__pending/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Tender Inbox" description: "Tenders \u00b7 /carrier-portal/tenders" --- **Module:** Tenders · **For:** Carrier users · **Page address:** `/carrier-portal/tenders` ## How to get there Dispatch → Tender Inbox ## Who can use this page Needs: **View** permission on the **Dispatch** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Export 11 rows to CSV | Export on Dispatch | Manage also grants it | ## What this page tells you > Rows are OFFERS addressed to your company, from shippers and brokers — they are not yours until you accept. Direct broker assignments that skipped the offer step live in Broker Loads. ![Tender Inbox](/shots/carrier/tenders/page.jpg) ## What you see - Inbound Tenders ## Table columns Tender · Lane · Status · Equipment · Distance · Rate · Expires · Received
Tab: First page ![First page tab](/shots/carrier/tenders/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/tenders/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/tenders/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/tenders/tab-3-Next-page.jpg)
Tab: Last page 1 ![Last page 1 tab](/shots/carrier/tenders/tab-4-Last-page-1-.jpg)
## What you can do - **Refresh** - **Filter to tenders awaiting your answer** - **Filter to tenders awaiting your answer (expiring soon)** - **Filter to accepted tenders** - **Filter to rejected tenders** - **Filters** - **Export 11 rows to CSV** - **Tender** - **Lane** - **Status** - **Equipment** - **Distance** - **Rate** - **Expires** - **Received** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Status | No | combobox | `Any status` | ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/tenders/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/tenders/state-popover-guide.jpg)
Rowmenu state ![rowmenu state](/shots/carrier/tenders/state-rowmenu.jpg)
Tooltip state ![tooltip state](/shots/carrier/tenders/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Tender details" description: "Tenders \u00b7 /carrier-portal/tenders/:tenderId" --- **Module:** Tenders · **For:** Carrier users · **Page address:** `/carrier-portal/tenders/:tenderId` ## How to get there Dispatch → Tender Inbox → (a record) ## Who can use this page Needs: **View** permission on the **Dispatch** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | Yes | | User | Yes | ## What this page tells you > A tender carries the load’s work scope — the rate is settled on the load, not shown here. > First come, first served — no appointment window > First come, first served — no appointment window ![Tender details](/shots/carrier/tenders__tenderId/page.jpg) ## What you see - Tender lifecycle - Tender terms - Trip - Route map - Your load - Shipper - Stops - Schedule - Dispatch - Legs - Driver check calls - Paperwork - Documents for this load - Documents of record ## What you can do - **Show map** - **Sent** - **Accepted** - **Covered** - **LD-00003 from Seed Shipper Inc** - **Seed Shipper Inc** - **Seed Carrier Co** - **Van** - **Keyboard shortcuts** - **Zoom in** - **Zoom out** - **OK** - **Navigate** - **204 Load Tender** - **990 Tender Response** - **Rate Confirmation** ## When there is nothing to show - "No check calls logged for this load yet." - "No BOL on file No POD on file yet" - "No documents attached to this load yet — rate confirmations, BOLs and PODs linked to this load show up here." ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/tenders__tenderId/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/tenders__tenderId/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/tenders__tenderId/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Agents" description: "Workers \u00b7 /carrier-portal/workers/agents" --- **Module:** Workers · **For:** Carrier users · **Page address:** `/carrier-portal/workers/agents` ## How to get there Team → Agents ## Who can use this page Needs: **View** permission on the **Workers** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | No | | User | No | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | New Agent | Create on Workers | Manage also grants it | | Export 3 rows to CSV | Export on Workers | Manage also grants it | ![Agents](/shots/carrier/workers__agents/page.jpg) ## What you see - Agents ## Table columns Agent · Type · Territory · Contact · Status · Rating · Performance
Tab: First page ![First page tab](/shots/carrier/workers__agents/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/workers__agents/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/workers__agents/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/workers__agents/tab-3-Next-page.jpg)
Tab: Last page 1 ![Last page 1 tab](/shots/carrier/workers__agents/tab-4-Last-page-1-.jpg)
## What you can do - **New Agent** - **Show all agents** - **Show active agents** - **Filters** - **Export 3 rows to CSV** - **Refresh agents** - **Agent** - **Type** - **Territory** - **Contact** - **Status** - **Rating** - **Performance** - **Rows per page — currently 10** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Status | No | combobox | `Any status` | | Agent type | No | combobox | `Any agent type` | ## When there is nothing to show - "Avg Performance — No performance figures recorded yet Total Revenue — No agent sales recorded yet" ## Loading, empty and error states
Empty state ![empty state](/shots/carrier/workers__agents/state-empty.jpg)
Error state ![error state](/shots/carrier/workers__agents/state-error.jpg)
Loading state ![loading state](/shots/carrier/workers__agents/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/workers__agents/state-popover-guide.jpg)
Last updated 2026-10-27 --- --- title: "Agent details" description: "Workers \u00b7 /carrier-portal/workers/agents/:id" --- **Module:** Workers · **For:** Carrier users · **Page address:** `/carrier-portal/workers/agents/:id` ## How to get there Team → Agents → Demo — synthetic · Diego Alvarez ## Who can use this page Needs: **View** permission on the **Workers** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | No | | User | No | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Edit Agent | Edit on Workers | Manage also grants it | ![Agent details](/shots/carrier/workers__agents__id/page.jpg) ## What you see - Identity & contact - Agent profile ## Tabs - **Overview** - **Performance** - **Notes** - **Documents**
Tab: Overview ![Overview tab](/shots/carrier/workers__agents__id/tab-0-Overview.jpg)
Tab: Performance ![Performance tab](/shots/carrier/workers__agents__id/tab-1-Performance.jpg)
Tab: Notes ![Notes tab](/shots/carrier/workers__agents__id/tab-2-Notes.jpg)
Tab: Documents ![Documents tab](/shots/carrier/workers__agents__id/tab-3-Documents.jpg)
## What you can do - **License number & state** - **State license document** - **E&O insurance** - **W-9** - **Edit Agent** - **More actions** ## When there is nothing to show - "Total Sales — No booked agent sales recorded yet. Total Deals — No closed deals recorded yet. Active Accounts — No accounts assigned to this agent yet. Rating Not rated yet" ## Loading, empty and error states
Error state ![error state](/shots/carrier/workers__agents__id/state-error.jpg)
Loading state ![loading state](/shots/carrier/workers__agents__id/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/workers__agents__id/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/workers__agents__id/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Edit agent" description: "Workers \u00b7 /carrier-portal/workers/agents/:id/edit" --- **Module:** Workers · **For:** Carrier users · **Page address:** `/carrier-portal/workers/agents/:id/edit` ## How to get there Team → Agents → Demo — synthetic · Nathan Foster → Edit Agent ## Who can use this page Needs: **Edit** permission on the **Workers** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | No | | User | No | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on Workers | Must be granted on its own (not part of Manage) | | Save all changes | Edit on Workers | Manage also grants it | | Upload document | Upload on Workers | Manage also grants it | | Edit notes | Edit on Workers | Manage also grants it | ## What this page tells you > PDF or image, up to 25 MB. Real files, real expiry tracking — never a placeholder. > Upload a state license, E&O insurance, or W-9 to get started. ![Edit agent](/shots/carrier/workers__agents__id__edit/page.jpg) ## What you see - Identity & contact - Agent profile - Skills - Compliance documents - Notes - Agent card — Editing - Demo — synthetic · Nathan Foster ## What you can do - **Cancel** - **Save all changes** - **Hide preview** - **Upload document** - **Choose File** - **Edit notes** - **Hide Notes** - **License number** - **License state** ## Fields | Field | Required | Type | Example | |---|---|---|---| | First name | Yes | textbox | `Marla` | | Last name | Yes | textbox | `Rivas` | | Email | Yes | textbox | `marla.rivas@grennex.example` | | Phone | Yes | textbox | `(555) 0142` | | Location | No | textbox | `Fort Worth, TX` | | Status | Yes | combobox | `Active` | | Agent code | Yes | textbox | `AG-00142` | | Agent type | Yes | combobox | `Sales` | | Territory | Yes | textbox | `Southwest` | | Join date | No | textbox | `2026-03-04` | | Commission | No | spinbutton | `3` | | License number | Yes | textbox | `TX-BR-118420` | | License state | Yes | combobox | `Select…` | | Languages | No | textbox | `English, Spanish` | | Specialties | No | textbox | `Refrigerated, LTL` | | Certifications | No | textbox | `Certified Transportation Broker` | | Document type to upload | No | combobox | `State License` | ## When there is nothing to show - "No documents yet" ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/workers__agents__id__edit/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/workers__agents__id__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/workers__agents__id__edit/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/workers__agents__id__edit/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Employees" description: "Workers \u00b7 /carrier-portal/workers/employee" --- **Module:** Workers · **For:** Carrier users · **Page address:** `/carrier-portal/workers/employee` ## How to get there Team → Employees ## Who can use this page Needs: **View** permission on the **Workers** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | No | | User | No | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | New Employee | Create on Workers | Manage also grants it | | Export 10 rows to CSV | Export on Workers | Manage also grants it | ![Employees](/shots/carrier/workers__employee/page.jpg) ## What you see - Employees ## Table columns Employee · Position · Department · Contact · Status
Tab: First page ![First page tab](/shots/carrier/workers__employee/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/workers__employee/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/workers__employee/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/workers__employee/tab-3-Next-page.jpg)
Tab: Last page 1 ![Last page 1 tab](/shots/carrier/workers__employee/tab-4-Last-page-1-.jpg)
## What you can do - **New Employee** - **Show all employees** - **Show active employees** - **Show employees on leave** - **Filters** - **Export 10 rows to CSV** - **Refresh employees** - **Employee** - **Position** - **Department** - **Contact** - **Status** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Status | No | combobox | `Any status` | | Department | No | combobox | `Any department` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/workers__employee/state-dropdown-status.jpg)
Empty state ![empty state](/shots/carrier/workers__employee/state-empty.jpg)
Error state ![error state](/shots/carrier/workers__employee/state-error.jpg)
Loading state ![loading state](/shots/carrier/workers__employee/state-loading.jpg)
Last updated 2026-10-27 --- --- title: "Employee details" description: "Workers \u00b7 /carrier-portal/workers/employee/:id" --- **Module:** Workers · **For:** Carrier users · **Page address:** `/carrier-portal/workers/employee/:id` ## How to get there Team → Employees → Demo — synthetic · Marcus Reyes ## Who can use this page Needs: **View** permission on the **Workers** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | No | | User | No | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Edit Employee | Edit on Workers | Manage also grants it | ![Employee details](/shots/carrier/workers__employee__id/page.jpg) ## What you see - Identity & contact - Role & org ## Tabs - **Overview** - **Employment** - **Performance** - **Portal Access** - **Roles & permissions** - **Notes** - **Documents**
Tab: Overview ![Overview tab](/shots/carrier/workers__employee__id/tab-0-Overview.jpg)
Tab: Employment ![Employment tab](/shots/carrier/workers__employee__id/tab-1-Employment.jpg)
Tab: Performance ![Performance tab](/shots/carrier/workers__employee__id/tab-2-Performance.jpg)
Tab: Portal Access ![Portal Access tab](/shots/carrier/workers__employee__id/tab-3-Portal-Access.jpg)
Tab: Roles permissions ![Roles permissions tab](/shots/carrier/workers__employee__id/tab-4-Roles-permissions.jpg)
Tab: Notes ![Notes tab](/shots/carrier/workers__employee__id/tab-5-Notes.jpg)
## What you can do - **Emergency contact** - **Form I-9 on file** - **Form W-4 on file** - **Direct deposit form on file** - **Edit Employee** - **More actions** ## When there is nothing to show - "Performance — Not measured — no producer records this figure yet. Attendance — Not measured — no producer records this figure yet. Direct Reports — Not measured — no producer records this figure yet. Salary — No salary recorded on this record." ## Loading, empty and error states
Loading state ![loading state](/shots/carrier/workers__employee__id/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/workers__employee__id/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/workers__employee__id/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Edit employee" description: "Workers \u00b7 /carrier-portal/workers/employee/:id/edit" --- **Module:** Workers · **For:** Carrier users · **Page address:** `/carrier-portal/workers/employee/:id/edit` ## How to get there Team → Employees → Demo — synthetic · Marcus Reyes → Edit Employee ## Who can use this page Needs: **Edit** permission on the **Workers** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | No | | User | No | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on Workers | Must be granted on its own (not part of Manage) | | Save all changes | Edit on Workers | Manage also grants it | | Edit notes | Edit on Workers | Manage also grants it | | Upload document | Upload on Workers | Manage also grants it | ## What this page tells you > PDF or image, up to 25 MB. Only admins/managers can view or manage these files — I-9, W-4, and background-check paperwork are legally sensitive. > Upload an I-9, W-4, or direct deposit form to get started. ![Edit employee](/shots/carrier/workers__employee__id__edit/page.jpg) ## What you see - Identity & contact - Role & organisation - Employment - Skills & certifications - Emergency contact - Notes & access - Compliance documents - Employee card — Editing - Demo — synthetic · Marcus Reyes ## What you can do - **Cancel** - **Save all changes** - **Emergency contact** - **Form I-9 on file** - **Form W-4 on file** - **Direct deposit form on file** - **Hide preview** - **Edit notes** - **Hide Notes & access** - **Upload document** - **Choose File** ## Fields | Field | Required | Type | Example | |---|---|---|---| | First name | Yes | textbox | `Dana` | | Last name | Yes | textbox | `Whitcomb` | | Employee ID | Yes | textbox | `EMP-1042` | | Phone | Yes | textbox | `(555) 0147` | | Email | Yes | textbox | `dana.whitcomb@grennex.com` | | Position | Yes | textbox | `Senior dispatcher` | | Department | Yes | combobox | `Dispatch` | | Manager | No | combobox | `No one` | | Reports to | No | combobox | `No one` | | Executive team member | No | checkbox | | | Portal role | No | combobox | `Choose Manager or User` | | Employment type | No | combobox | `Full-time` | | Status | Yes | combobox | `Active` | | Shift | No | combobox | `Day` | | Hire date | No | textbox | `2025-11-04` | | Location | No | combobox | `Dallas, TX` | | Salary | No | textbox | | | Skills | No | textbox | `Load planning, TMS` | | Certifications | No | textbox | `CTB (TIA)` | | Contact name | No | textbox | `Marisol Vega` | | Relationship | No | textbox | `Spouse` | | Linked portal user | No | textbox | `Not linked — established at invite/claim` | | Document type to upload | No | combobox | `Form I-9` | ## When there is nothing to show - "No documents yet" ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/workers__employee__id__edit/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/workers__employee__id__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/workers__employee__id__edit/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/workers__employee__id__edit/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Executives" description: "Workers \u00b7 /carrier-portal/workers/executive" --- **Module:** Workers · **For:** Carrier users · **Page address:** `/carrier-portal/workers/executive` ## How to get there Team → Executives ## Who can use this page Needs: **View** permission on the **Workers** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | No | | User | No | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | New Executive | Create on Workers | Manage also grants it | | Export 2 rows to CSV | Export on Workers | Manage also grants it | ![Executives](/shots/carrier/workers__executive/page.jpg) ## What you see - Executives ## Table columns Executive · Position · Department · Contact · Status
Tab: First page ![First page tab](/shots/carrier/workers__executive/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/carrier/workers__executive/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/carrier/workers__executive/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/carrier/workers__executive/tab-3-Next-page.jpg)
Tab: Last page 1 ![Last page 1 tab](/shots/carrier/workers__executive/tab-4-Last-page-1-.jpg)
## What you can do - **New Executive** - **Show all executives** - **Show active executives** - **Show executives on leave** - **Show inactive executives** - **Filters** - **Export 2 rows to CSV** - **Executive** - **Position** - **Department** - **Contact** - **Status** - **Rows per page — currently 10** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Status | No | combobox | `Any status` | | Department | No | combobox | `Any department` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/workers__executive/state-dropdown-status.jpg)
Empty state ![empty state](/shots/carrier/workers__executive/state-empty.jpg)
Error state ![error state](/shots/carrier/workers__executive/state-error.jpg)
Loading state ![loading state](/shots/carrier/workers__executive/state-loading.jpg)
Last updated 2026-10-27 --- --- title: "Executive details" description: "Workers \u00b7 /carrier-portal/workers/executive/:id" --- **Module:** Workers · **For:** Carrier users · **Page address:** `/carrier-portal/workers/executive/:id` ## How to get there Team → Executives → Demo — synthetic · Rachel Coleman ## Who can use this page Needs: **View** permission on the **Workers** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | No | | User | No | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Edit Employee | Edit on Workers | Manage also grants it | ![Executive details](/shots/carrier/workers__executive__id/page.jpg) ## What you see - Identity & contact - Role & org ## Tabs - **Overview** - **Employment** - **Performance** - **Portal Access** - **Roles & permissions** - **Notes** - **Documents**
Tab: Overview ![Overview tab](/shots/carrier/workers__executive__id/tab-0-Overview.jpg)
Tab: Employment ![Employment tab](/shots/carrier/workers__executive__id/tab-1-Employment.jpg)
Tab: Performance ![Performance tab](/shots/carrier/workers__executive__id/tab-2-Performance.jpg)
Tab: Portal Access ![Portal Access tab](/shots/carrier/workers__executive__id/tab-3-Portal-Access.jpg)
Tab: Roles permissions ![Roles permissions tab](/shots/carrier/workers__executive__id/tab-4-Roles-permissions.jpg)
Tab: Notes ![Notes tab](/shots/carrier/workers__executive__id/tab-5-Notes.jpg)
## What you can do - **Emergency contact** - **Form I-9 on file** - **Form W-4 on file** - **Direct deposit form on file** - **Edit Employee** - **More actions** ## When there is nothing to show - "Performance — Not measured — no producer records this figure yet. Attendance — Not measured — no producer records this figure yet. Direct Reports — Not measured — no producer records this figure yet. Salary — No salary recorded on this record." ## Loading, empty and error states
Error state ![error state](/shots/carrier/workers__executive__id/state-error.jpg)
Loading state ![loading state](/shots/carrier/workers__executive__id/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/workers__executive__id/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/workers__executive__id/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Edit executive" description: "Workers \u00b7 /carrier-portal/workers/executive/:id/edit" --- **Module:** Workers · **For:** Carrier users · **Page address:** `/carrier-portal/workers/executive/:id/edit` ## How to get there Team → Executives → Demo — synthetic · Rachel Coleman → Edit Executive ## Who can use this page Needs: **Edit** permission on the **Workers** module. | Seat | Can open it | |---|---| | Owner / Admin | Yes | | Manager | No | | User | No | ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on Workers | Must be granted on its own (not part of Manage) | | Save all changes | Edit on Workers | Manage also grants it | | Edit notes | Edit on Workers | Manage also grants it | | Upload document | Upload on Workers | Manage also grants it | ## What this page tells you > PDF or image, up to 25 MB. Only admins/managers can view or manage these files — I-9, W-4, and background-check paperwork are legally sensitive. > Upload an I-9, W-4, or direct deposit form to get started. ![Edit executive](/shots/carrier/workers__executive__id__edit/page.jpg) ## What you see - Identity & contact - Role & organisation - Employment - Skills & certifications - Emergency contact - Notes & access - Compliance documents - Executive card — Editing - Demo — synthetic · Rachel Coleman ## What you can do - **Cancel** - **Save all changes** - **Emergency contact** - **Form I-9 on file** - **Form W-4 on file** - **Direct deposit form on file** - **Hide preview** - **Edit notes** - **Hide Notes & access** - **Upload document** - **Choose File** ## Fields | Field | Required | Type | Example | |---|---|---|---| | First name | Yes | textbox | `Dana` | | Last name | Yes | textbox | `Whitcomb` | | Employee ID | Yes | textbox | `EMP-1042` | | Phone | Yes | textbox | `(555) 0147` | | Email | Yes | textbox | `dana.whitcomb@grennex.com` | | Position | Yes | textbox | `Senior dispatcher` | | Department | Yes | combobox | `Operations` | | Manager | No | combobox | `No one` | | Reports to | No | combobox | `No one` | | Executive team member | No | checkbox | | | Portal role | No | combobox | `Choose Manager or User` | | Employment type | No | combobox | `Full-time` | | Status | Yes | combobox | `Active` | | Shift | No | combobox | `Day` | | Hire date | No | textbox | `2025-12-04` | | Location | No | combobox | `Los Angeles, CA` | | Salary | No | textbox | | | Skills | No | textbox | `Load planning, TMS` | | Certifications | No | textbox | `CTB (TIA)` | | Contact name | No | textbox | `Marisol Vega` | | Relationship | No | textbox | `Spouse` | | Linked portal user | No | textbox | `Not linked — established at invite/claim` | | Document type to upload | No | combobox | `Form I-9` | ## When there is nothing to show - "No documents yet" ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/carrier/workers__executive__id__edit/state-dropdown-status.jpg)
Loading state ![loading state](/shots/carrier/workers__executive__id__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/carrier/workers__executive__id__edit/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/carrier/workers__executive__id__edit/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Activity history" description: "Performance \u00b7 /driver/activity" --- **Module:** Performance · **For:** Drivers · **Page address:** `/driver/activity` ## How to get there Scorecard & Activity → Activity History ## Who can use this page Needs: **View** permission on the **Reports** module. Drivers use their own personal account; the company seat rules do not apply here. ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Dispatch & offers · 2 | Assign on Reports | Manage also grants it | | Export 19 rows to CSV | Export on Reports | Manage also grants it | ## What this page tells you > Newest first · click any event to see what happened. ![Activity history](/shots/driver/activity/page.jpg) ## What you see - Activity history ## Tabs - **Scorecard** - **Activity History**
Tab: Scorecard ![Scorecard tab](/shots/driver/activity/tab-0-Scorecard.jpg)
Tab: Activity History ![Activity History tab](/shots/driver/activity/tab-1-Activity-History.jpg)
Tab: First page ![First page tab](/shots/driver/activity/tab-2-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/driver/activity/tab-3-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/driver/activity/tab-4-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/driver/activity/tab-5-Next-page.jpg)
## What you can do - **How this works** - **Refresh** - **All categories · 19** - **Trip & stops · 2** - **Check calls · 0** - **Documents · 9** - **Dispatch & offers · 2** - **Issues reported · 6** - **Pay · 0** - **Account & other · 0** - **Clear all** - **Filters, 1 applied** - **Export 19 rows to CSV** - **Card view** - **When** - **Event** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Date range | No | combobox | `Last 90 days` | | Outcome | No | combobox | `Any outcome` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/driver/activity/state-dropdown-status.jpg)
Empty state ![empty state](/shots/driver/activity/state-empty.jpg)
Error state ![error state](/shots/driver/activity/state-error.jpg)
Loading state ![loading state](/shots/driver/activity/state-loading.jpg)
Last updated 2026-10-27 --- --- title: "Claims" description: "Claims \u00b7 /driver/claims" --- **Module:** Claims · **For:** Drivers · **Page address:** `/driver/claims` ## Who can use this page Needs: **View** permission on the **Claims** module. Drivers use their own personal account; the company seat rules do not apply here. ![Claims](/shots/driver/claims/page.jpg) ## Table columns Claim # · Type · Status · Load / Bol · Amount (Est.) · Filed · Aging / Sla
Tab: Overview ![Overview tab](/shots/driver/claims/tab-0-Overview.jpg)
Tab: My Claims ![My Claims tab](/shots/driver/claims/tab-1-My-Claims.jpg)
Tab: History ![History tab](/shots/driver/claims/tab-2-History.jpg)
Tab: First page ![First page tab](/shots/driver/claims/tab-3-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/driver/claims/tab-4-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/driver/claims/tab-5-Page-1.jpg)
## Loading, empty and error states
Empty state ![empty state](/shots/driver/claims/state-empty.jpg)
Error state ![error state](/shots/driver/claims/state-error.jpg)
Loading state ![loading state](/shots/driver/claims/state-loading.jpg)
Rowmenu state ![rowmenu state](/shots/driver/claims/state-rowmenu.jpg)
Last updated 2026-10-27 --- --- title: "Claim details" description: "Claims \u00b7 /driver/claims/:id" --- **Module:** Claims · **For:** Drivers · **Page address:** `/driver/claims/:id` ## How to get there Claims → My Claims → (a record) ## Who can use this page Needs: **View** permission on the **Claims** module. Drivers use their own personal account; the company seat rules do not apply here. ## What this page tells you > At least 9 months after delivery [49 U.S.C. §14706(e)(1)] > No delivered date on the load, so the window end is not on record. > Within 30 days of receiving the claim, unless it pays or declines it first [49 CFR §370.5(a)] ![Claim details](/shots/driver/claims__id/page.jpg) ## What you see - Claim - Claim timeline - Filing review - Amounts - Parties - What happened - Evidence & documents - Conversation - Activity timeline ## What you can do - **How this works** - **Submitted** - **Acknowledged** - **Investigating** - **Approved** - **Settled** - **Submission** - **Eligibility review** - **Acceptance** - **Message dispatch** ## Loading, empty and error states
Error state ![error state](/shots/driver/claims__id/state-error.jpg)
Loading state ![loading state](/shots/driver/claims__id/state-loading.jpg)
Last updated 2026-10-27 --- --- title: "Filing details" description: "Claims \u00b7 /driver/claims/:id/filing" --- **Module:** Claims · **For:** Drivers · **Page address:** `/driver/claims/:id/filing` ## How to get there Claims → My Claims → (a record) → Filing details ## Who can use this page Needs: **View** permission on the **Claims** module. Drivers use their own personal account; the company seat rules do not apply here. ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on Claims | Must be granted on its own (not part of Manage) | | Save filing details | Edit on Claims | Manage also grants it | ## What this page tells you > The three things 49 CFR 370.3(b) asks for, checked against this claim. > Two of the three are on the record. The third is something you state in your claim, and Grennex does not hold it, so Grennex cannot confirm the set for you. > No delivery date is on this claim, so no file-by date can be counted yet. ![Filing details](/shots/driver/claims__id__filing/page.jpg) ## What you see - What a claim has to contain - Filing capacity - Representative - Authorization evidence - Filing record — Draft - DEMO-OTR-001 ## What you can do - **How this works** - **Cancel** - **Save filing details** - **Hide preview** - **Take a photo with your device camera** - **Take photo** - **Choose file** - **URL** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Submitted as | No | combobox | `Driver report` | | Represented party | No | textbox | `e.g. Acme Foods` | | Party role | No | combobox | `Select a role…` | | Relationship to the claim | No | textbox | `How you are connected to this claim` | | Name | No | textbox | | | Organization | No | textbox | | | Email | No | textbox | `name@company.com` | | Phone | No | textbox | | | Address | No | textbox | | | Evidence type | No | combobox | `Select a type…` | | Label | No | textbox | `e.g. Letter from the shipper` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/driver/claims__id__filing/state-dropdown-status.jpg)
Error state ![error state](/shots/driver/claims__id__filing/state-error.jpg)
Loading state ![loading state](/shots/driver/claims__id__filing/state-loading.jpg)
Tooltip state ![tooltip state](/shots/driver/claims__id__filing/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Claim history" description: "Claims \u00b7 /driver/claims/history" --- **Module:** Claims · **For:** Drivers · **Page address:** `/driver/claims/history` ## How to get there Claims → History ## Who can use this page Needs: **View** permission on the **Claims** module. Drivers use their own personal account; the company seat rules do not apply here. ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | New Claim | Create on Claims | Manage also grants it | | Export 0 rows to CSV | Export on Claims | Manage also grants it | ## What this page tells you > No closed claims yet. Resolved and denied claims land here for your records. ![Claim history](/shots/driver/claims__history/page.jpg) ## What you see - Claims ## Table columns Claim # · Type · Outcome · Load / Bol · Amount (Est.) · Filed · Aging / Sla ## Tabs - **Overview** - **My Claims** - **History**
Tab: Overview ![Overview tab](/shots/driver/claims__history/tab-0-Overview.jpg)
Tab: My Claims ![My Claims tab](/shots/driver/claims__history/tab-1-My-Claims.jpg)
Tab: History ![History tab](/shots/driver/claims__history/tab-2-History.jpg)
Tab: First page ![First page tab](/shots/driver/claims__history/tab-3-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/driver/claims__history/tab-4-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/driver/claims__history/tab-5-Page-1.jpg)
## What you can do - **How this works** - **Refresh** - **New Claim** - **Filters** - **Export 0 rows to CSV** - **Type** - **Outcome** - **Load / BOL** - **Amount (est.)** - **Filed** - **Aging / SLA** - **Rows per page — currently 10** ## When there is nothing to show - "- row "No claims No closed claims yet. Resolved and denied claims land here for your records.":" - "- cell "No claims No closed claims yet. Resolved and denied claims land here for your records.":" - "No closed claims yet. Resolved and denied claims land here for your records." ## Loading, empty and error states
Empty state ![empty state](/shots/driver/claims__history/state-empty.jpg)
Error state ![error state](/shots/driver/claims__history/state-error.jpg)
Loading state ![loading state](/shots/driver/claims__history/state-loading.jpg)
Tooltip state ![tooltip state](/shots/driver/claims__history/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "My Claims" description: "Claims \u00b7 /driver/claims/list" --- **Module:** Claims · **For:** Drivers · **Page address:** `/driver/claims/list` ## How to get there Claims → My Claims ## Who can use this page Needs: **View** permission on the **Claims** module. Drivers use their own personal account; the company seat rules do not apply here. ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | New Claim | Create on Claims | Manage also grants it | | Export 9 rows to CSV | Export on Claims | Manage also grants it | ## What this page tells you > These reports are saved, but the carrier-intake sync has not completed, so they are not listed below yet. Retry is safe — it never files a duplicate. ![My Claims](/shots/driver/claims__list/page.jpg) ## What you see - Claims ## Tabs - **Overview** - **My Claims** - **History**
Tab: Overview ![Overview tab](/shots/driver/claims__list/tab-0-Overview.jpg)
Tab: My Claims ![My Claims tab](/shots/driver/claims__list/tab-1-My-Claims.jpg)
Tab: History ![History tab](/shots/driver/claims__list/tab-2-History.jpg)
Tab: First page ![First page tab](/shots/driver/claims__list/tab-3-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/driver/claims__list/tab-4-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/driver/claims__list/tab-5-Page-1.jpg)
## What you can do - **How this works** - **Refresh** - **New Claim** - **Retry carrier sync for this claim** - **Filters** - **Export 9 rows to CSV** - **Card view** - **Type** - **Status** - **Load / BOL** - **Amount (est.)** - **Filed** - **Aging / SLA** ## Loading, empty and error states
Empty state ![empty state](/shots/driver/claims__list/state-empty.jpg)
Error state ![error state](/shots/driver/claims__list/state-error.jpg)
Loading state ![loading state](/shots/driver/claims__list/state-loading.jpg)
Tooltip state ![tooltip state](/shots/driver/claims__list/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "New claim" description: "Claims \u00b7 /driver/claims/new" --- **Module:** Claims · **For:** Drivers · **Page address:** `/driver/claims/new` ## How to get there Claims → New Claim ## Who can use this page Needs: **Create** permission on the **Claims** module. Drivers use their own personal account; the company seat rules do not apply here. ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on Claims | Must be granted on its own (not part of Manage) | | Submit claim | Create on Claims | Manage also grants it | ## What this page tells you > On your phone, this opens the camera. Add scene or damage pictures before you leave the area. ![New claim](/shots/driver/claims__new/page.jpg) ## What you see - Claim details - Incident - What happened - Photos - Claim card — Draft - New claim ## Table columns Title · Type · Category · Source · Views · Updated ## What you can do - **How this works** - **Cancel** - **Submit claim** - **Hide preview** - **View load** - **View & edit** - **Take a photo with your device camera** - **Take photo** - **Choose file** - **URL** - **Type** - **Title** - **What happened?** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Which load? | No | combobox | `Select one of your loads…` | | Type | Yes | combobox | `Select` | | Priority | No | combobox | `Medium` | | Title | Yes | textbox | `Short summary of the issue` | | Incident / damage date | No | textbox | | | Location | No | textbox | `City, state` | | Units / pieces affected | No | textbox | `e.g. 3 pallets / 40 cartons` | | Weight affected | No | textbox | `e.g. 1,200 lb` | | Estimated value (advisory) | No | textbox | `e.g. 2500.00` | | What happened? | Yes | textbox | `Describe what happened and when.` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/driver/claims__new/state-dropdown-status.jpg)
Error state ![error state](/shots/driver/claims__new/state-error.jpg)
Loading state ![loading state](/shots/driver/claims__new/state-loading.jpg)
Tooltip state ![tooltip state](/shots/driver/claims__new/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Driver Home" description: "Home \u00b7 /driver/dashboard" --- **Module:** Home · **For:** Drivers · **Page address:** `/driver/dashboard` ## Who can use this page Needs: **View** permission on the **Dashboard** module. Drivers use their own personal account; the company seat rules do not apply here. ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Export | Export on Dashboard | Manage also grants it | | Log check-call | Create on Dashboard | Manage also grants it | ## What this page tells you > DEMO-OTR-001 · Indianapolis, IN → Columbus, OH > Offers, out-of-service inspections, expiring credentials, detention, unread dispatch, issues and claims — critical first. > Trip exceptions and issues you reported that are not resolved, by the severity recorded on them. ![Driver Home](/shots/driver/dashboard/page.jpg) ## What you see - Live trip - Needs you now - Open exceptions - Load pipeline ## What you can do - **Export** - **Refresh** - **How this works** - **Assigned** - **Pickup** - **Linehaul** - **Delivery** - **Log check-call** ## Loading, empty and error states
Empty state ![empty state](/shots/driver/dashboard/state-empty.jpg)
Error state ![error state](/shots/driver/dashboard/state-error.jpg)
Loading state ![loading state](/shots/driver/dashboard/state-loading.jpg)
Tooltip state ![tooltip state](/shots/driver/dashboard/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Load Offers" description: "My loads \u00b7 /driver/dispatch" --- **Module:** My loads · **For:** Drivers · **Page address:** `/driver/dispatch` ## How to get there Dispatch → Load Offers ## Who can use this page Needs: **View** permission on the **Dispatch** module. Drivers use their own personal account; the company seat rules do not apply here. ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Export 1 rows to CSV | Export on Dispatch | Manage also grants it | | Accept | Approve on Dispatch | Must be granted on its own (not part of Manage) | | Decline | Approve on Dispatch | Must be granted on its own (not part of Manage) | ![Load Offers](/shots/driver/dispatch/page.jpg) ## What you see - Load offers - Recent across dispatch ## Table columns Item · Load Ref · From · Lane · Pickup / Delivery · Hos Advisory · Decision ## Tabs - **Load Offers** - **Instructions** - **Rate Confirmations**
Tab: Load Offers ![Load Offers tab](/shots/driver/dispatch/tab-0-Load-Offers.jpg)
Tab: Instructions ![Instructions tab](/shots/driver/dispatch/tab-1-Instructions.jpg)
Tab: Rate Confirmations ![Rate Confirmations tab](/shots/driver/dispatch/tab-2-Rate-Confirmations.jpg)
Tab: First page ![First page tab](/shots/driver/dispatch/tab-3-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/driver/dispatch/tab-4-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/driver/dispatch/tab-5-Page-1.jpg)
## What you can do - **Instructions** - **Rate Confirmations** - **Refresh** - **How this works** - **Filters** - **Export 1 rows to CSV** - **Item** - **Load ref** - **From** - **Lane** - **Accept** - **Decline** - **Rows per page — currently 10** - **I-70 construction — reroute via US-40 at Richmond Instructions Aug 16, 2026 · 7:27 PM CDT** - **Demo · Receiver moved the dock window Updates Jul 22, 2026 · 1:37 AM CDT** - **Demo · Rate confirmation GRN-RC-77310 Rate Confirmations Jul 22, 2026 · 1:07 AM CDT** ## Loading, empty and error states
Error state ![error state](/shots/driver/dispatch/state-error.jpg)
Loading state ![loading state](/shots/driver/dispatch/state-loading.jpg)
Tooltip state ![tooltip state](/shots/driver/dispatch/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Dispatch details" description: "My loads \u00b7 /driver/dispatch/:section" --- **Module:** My loads · **For:** Drivers · **Page address:** `/driver/dispatch/:section` ## How to get there Dispatch → Instructions ## Who can use this page Needs: **View** permission on the **Dispatch** module. Drivers use their own personal account; the company seat rules do not apply here. ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Export 3 rows to CSV | Export on Dispatch | Manage also grants it | ![Dispatch details](/shots/driver/dispatch__section/page.jpg) ## What you see - Dispatch items ## Table columns Item · Load Ref · From · Status · Posted · Review ## Tabs - **Load Offers** - **Instructions** - **Rate Confirmations**
Tab: Load Offers ![Load Offers tab](/shots/driver/dispatch__section/tab-0-Load-Offers.jpg)
Tab: Instructions ![Instructions tab](/shots/driver/dispatch__section/tab-1-Instructions.jpg)
Tab: Rate Confirmations ![Rate Confirmations tab](/shots/driver/dispatch__section/tab-2-Rate-Confirmations.jpg)
Tab: First page ![First page tab](/shots/driver/dispatch__section/tab-3-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/driver/dispatch__section/tab-4-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/driver/dispatch__section/tab-5-Page-1.jpg)
## What you can do - **Load Offers** - **Rate Confirmations** - **Refresh** - **How this works** - **Filters** - **Export 3 rows to CSV** - **Item** - **Load ref** - **From** - **Status** - **Posted** - **Acknowledge** - **Rows per page — currently 10** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Acknowledgement | No | combobox | `Any acknowledgement` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/driver/dispatch__section/state-dropdown-status.jpg)
Empty state ![empty state](/shots/driver/dispatch__section/state-empty.jpg)
Error state ![error state](/shots/driver/dispatch__section/state-error.jpg)
Loading state ![loading state](/shots/driver/dispatch__section/state-loading.jpg)
Last updated 2026-10-27 --- --- title: "Overview" description: "Documents \u00b7 /driver/documents" --- **Module:** Documents · **For:** Drivers · **Page address:** `/driver/documents` ## How to get there Documents → Overview ## Who can use this page Needs: **View** permission on the **Documents** module. Drivers use their own personal account; the company seat rules do not apply here. ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | New | Create on Documents | Manage also grants it | | Upload renewal | Upload on Documents | Manage also grants it | | Upload document | Upload on Documents | Manage also grants it | | Export 23 rows to CSV | Export on Documents | Manage also grants it | ## What this page tells you > Nothing expiring soon — your tracked credentials are current. > The compliance, trip and road forms that are yours as a driver. > Your carrier hasn’t recorded how you’re paid, so only the forms every driver holds are in scope. ![Overview](/shots/driver/documents/page.jpg) ## What you see - Compliance status - Expiring soon - Nothing expiring soon - Recent activity - By category - Forms - Your forms ## Table columns Form · Category · Your Role ## Tabs - **Overview** - **Library** - **Bills of Lading** - **Expiring**
Tab: Overview ![Overview tab](/shots/driver/documents/tab-0-Overview.jpg)
Tab: Library ![Library tab](/shots/driver/documents/tab-1-Library.jpg)
Tab: Last page 3 ![Last page 3 tab](/shots/driver/documents/tab-10-Last-page-3-.jpg)
Tab: Bills of Lading ![Bills of Lading tab](/shots/driver/documents/tab-2-Bills-of-Lading.jpg)
Tab: Expiring ![Expiring tab](/shots/driver/documents/tab-3-Expiring.jpg)
Tab: First page ![First page tab](/shots/driver/documents/tab-4-First-page.jpg)
## What you can do - **How this works** - **New** - **Upload renewal** - **Camera scan** - **Upload document** - **Filters** - **Export 23 rows to CSV** - **Card view** - **Form** - **Category** - **Your role** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Category | No | combobox | `Any category` | ## When there is nothing to show - "No dated credentials on file yet" ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/driver/documents/state-dropdown-status.jpg)
Empty state ![empty state](/shots/driver/documents/state-empty.jpg)
Error state ![error state](/shots/driver/documents/state-error.jpg)
Loading state ![loading state](/shots/driver/documents/state-loading.jpg)
Last updated 2026-10-27 --- --- title: "Document details" description: "Documents \u00b7 /driver/documents/:docId" --- **Module:** Documents · **For:** Drivers · **Page address:** `/driver/documents/:docId` ## How to get there Documents → Expiring ## Who can use this page Needs: **View** permission on the **Documents** module. Drivers use their own personal account; the company seat rules do not apply here. ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Upload renewal | Upload on Documents | Manage also grants it | | Export 0 rows to CSV | Export on Documents | Manage also grants it | ## What this page tells you > Upload your CDL, medical card, and equipment paperwork to track their expiry here. ![Document details](/shots/driver/documents__docId/page.jpg) ## What you see - Expiring & renewals ## Table columns Your Documents · Group · Status · Key Date · Relative ## Tabs - **Overview** - **Library** - **Bills of Lading** - **Expiring**
Tab: Overview ![Overview tab](/shots/driver/documents__docId/tab-0-Overview.jpg)
Tab: Library ![Library tab](/shots/driver/documents__docId/tab-1-Library.jpg)
Tab: Bills of Lading ![Bills of Lading tab](/shots/driver/documents__docId/tab-2-Bills-of-Lading.jpg)
Tab: Expiring ![Expiring tab](/shots/driver/documents__docId/tab-3-Expiring.jpg)
Tab: First page ![First page tab](/shots/driver/documents__docId/tab-4-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/driver/documents__docId/tab-5-Previous-page.jpg)
## What you can do - **How this works** - **Back to library** - **Refresh** - **Upload renewal** - **Filters** - **Export 0 rows to CSV** - **Your documents** - **Group** - **Status** - **Key date** - **Relative** - **Rows per page — currently 10** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Status | No | combobox | `Any status` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/driver/documents__docId/state-dropdown-status.jpg)
Error state ![error state](/shots/driver/documents__docId/state-error.jpg)
Loading state ![loading state](/shots/driver/documents__docId/state-loading.jpg)
Tooltip state ![tooltip state](/shots/driver/documents__docId/state-tooltip.jpg)
Last updated 2026-10-26 --- --- title: "Bills of Lading" description: "Documents \u00b7 /driver/documents/bol" --- **Module:** Documents · **For:** Drivers · **Page address:** `/driver/documents/bol` ## How to get there Documents → Bills of Lading ## Who can use this page Needs: **View** permission on the **Documents** module. Drivers use their own personal account; the company seat rules do not apply here. ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Add document | Create on Documents | Manage also grants it | ![Bills of Lading](/shots/driver/documents__bol/page.jpg) ## What you see - Signed bills of lading ## Table columns Bill Of Lading · Load · Signed · Status ## Tabs - **Overview** - **Library** - **Bills of Lading** - **Expiring**
Tab: Overview ![Overview tab](/shots/driver/documents__bol/tab-0-Overview.jpg)
Tab: Library ![Library tab](/shots/driver/documents__bol/tab-1-Library.jpg)
Tab: Bills of Lading ![Bills of Lading tab](/shots/driver/documents__bol/tab-2-Bills-of-Lading.jpg)
Tab: Expiring ![Expiring tab](/shots/driver/documents__bol/tab-3-Expiring.jpg)
Tab: First page ![First page tab](/shots/driver/documents__bol/tab-4-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/driver/documents__bol/tab-5-Previous-page.jpg)
## What you can do - **Add document** - **Show every signed bill of lading** - **Show bills of lading signed in the last 7 days** - **Show bills of lading linked to a load** - **Show bills of lading without a load reference** - **Bill of lading** - **Load** - **Signed** - **Status** - **Rows per page — currently 10** ## Loading, empty and error states
Empty state ![empty state](/shots/driver/documents__bol/state-empty.jpg)
Error state ![error state](/shots/driver/documents__bol/state-error.jpg)
Loading state ![loading state](/shots/driver/documents__bol/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/driver/documents__bol/state-popover-guide.jpg)
Last updated 2026-10-26 --- --- title: "Bol details" description: "Documents \u00b7 /driver/documents/bol/:id" --- **Module:** Documents · **For:** Drivers · **Page address:** `/driver/documents/bol/:id` ## How to get there Documents → Bills of Lading → Screenshot (5).png → Back ## Who can use this page Needs: **View** permission on the **Documents** module. Drivers use their own personal account; the company seat rules do not apply here. ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Download | Download on Documents | Manage also grants it | ## What this page tells you > Signed at pickup and kept as evidence of record — read-only and cannot be edited or removed. ![Bol details](/shots/driver/documents__bol__id/page.jpg) ## What you can do - **Download** ## Loading, empty and error states
Error state ![error state](/shots/driver/documents__bol__id/state-error.jpg)
Loading state ![loading state](/shots/driver/documents__bol__id/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/driver/documents__bol__id/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/driver/documents__bol__id/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Expiring & renewals" description: "Documents \u00b7 /driver/documents/expiring" --- **Module:** Documents · **For:** Drivers · **Page address:** `/driver/documents/expiring` ## How to get there Documents → Expiring ## Who can use this page Needs: **View** permission on the **Documents** module. Drivers use their own personal account; the company seat rules do not apply here. ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Upload renewal | Upload on Documents | Manage also grants it | | Export 0 rows to CSV | Export on Documents | Manage also grants it | ## What this page tells you > Upload your CDL, medical card, and equipment paperwork to track their expiry here. ![Expiring & renewals](/shots/driver/documents__expiring/page.jpg) ## What you see - Expiring & renewals ## Table columns Your Documents · Group · Status · Key Date · Relative ## Tabs - **Overview** - **Library** - **Bills of Lading** - **Expiring**
Tab: Overview ![Overview tab](/shots/driver/documents__expiring/tab-0-Overview.jpg)
Tab: Library ![Library tab](/shots/driver/documents__expiring/tab-1-Library.jpg)
Tab: Bills of Lading ![Bills of Lading tab](/shots/driver/documents__expiring/tab-2-Bills-of-Lading.jpg)
Tab: Expiring ![Expiring tab](/shots/driver/documents__expiring/tab-3-Expiring.jpg)
Tab: First page ![First page tab](/shots/driver/documents__expiring/tab-4-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/driver/documents__expiring/tab-5-Previous-page.jpg)
## What you can do - **How this works** - **Back to library** - **Refresh** - **Upload renewal** - **Filters** - **Export 0 rows to CSV** - **Your documents** - **Group** - **Status** - **Key date** - **Relative** - **Rows per page — currently 10** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Status | No | combobox | `Any status` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/driver/documents__expiring/state-dropdown-status.jpg)
Error state ![error state](/shots/driver/documents__expiring/state-error.jpg)
Loading state ![loading state](/shots/driver/documents__expiring/state-loading.jpg)
Tooltip state ![tooltip state](/shots/driver/documents__expiring/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Document library" description: "Documents \u00b7 /driver/documents/library" --- **Module:** Documents · **For:** Drivers · **Page address:** `/driver/documents/library` ## How to get there Documents → Library ## Who can use this page Needs: **View** permission on the **Documents** module. Drivers use their own personal account; the company seat rules do not apply here. ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Add document | Create on Documents | Manage also grants it | | Export 11 rows to CSV | Export on Documents | Manage also grants it | ![Document library](/shots/driver/documents__library/page.jpg) ## What you see - Document library ## Table columns Bill Of Lading · Signed · Status · Document · Uploaded · Key Date · Status ## Tabs - **Overview** - **Library** - **Bills of Lading** - **Expiring**
Tab: Overview ![Overview tab](/shots/driver/documents__library/tab-0-Overview.jpg)
Tab: Library ![Library tab](/shots/driver/documents__library/tab-1-Library.jpg)
Tab: First page ![First page tab](/shots/driver/documents__library/tab-10-First-page.jpg)
Tab: Bills of Lading ![Bills of Lading tab](/shots/driver/documents__library/tab-2-Bills-of-Lading.jpg)
Tab: Expiring ![Expiring tab](/shots/driver/documents__library/tab-3-Expiring.jpg)
Tab: First page ![First page tab](/shots/driver/documents__library/tab-4-First-page.jpg)
## What you can do - **How this works** - **Refresh** - **Add document** - **Filters** - **Export 11 rows to CSV** - **Card view** - **Your documents** - **Group** - **Linked load** - **Key date** - **Verified** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Group | No | combobox | `Any group` | | Status | No | combobox | `Any status` | ## Loading, empty and error states
Empty state ![empty state](/shots/driver/documents__library/state-empty.jpg)
Error state ![error state](/shots/driver/documents__library/state-error.jpg)
Loading state ![loading state](/shots/driver/documents__library/state-loading.jpg)
Last updated 2026-10-27 --- --- title: "Camera scan" description: "Documents \u00b7 /driver/documents/scan" --- **Module:** Documents · **For:** Drivers · **Page address:** `/driver/documents/scan` ## How to get there Documents → Camera Scan ## Who can use this page Needs: **View** permission on the **Documents** module. Drivers use their own personal account; the company seat rules do not apply here. ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Upload document | Upload on Documents | Manage also grants it | ## What this page tells you > Capture BOL, POD, or ID. Files upload to your document library. > Your carrier's compliance system is the system of record — this view advises, it is not the official record. Renew or replace credentials before their recorded dates. ![Camera scan](/shots/driver/documents__scan/page.jpg) ## What you see - Ready to capture - Classify & attach - For a clean scan ## What you can do - **Upload document** - **Start camera** - **Device camera / file** - **Choose a document photo or file from your device** - **Use this scan** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Document type | No | combobox | `Other` | | Attach to load (optional) | No | combobox | `Not linked to a load` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/driver/documents__scan/state-dropdown-status.jpg)
Error state ![error state](/shots/driver/documents__scan/state-error.jpg)
Loading state ![loading state](/shots/driver/documents__scan/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/driver/documents__scan/state-popover-guide.jpg)
Last updated 2026-10-27 --- --- title: "Upload Document" description: "Documents \u00b7 /driver/documents/upload" --- **Module:** Documents · **For:** Drivers · **Page address:** `/driver/documents/upload` ## How to get there Documents → Upload ## Who can use this page Needs: **Upload or Create** permission on the **Documents** module. Drivers use their own personal account; the company seat rules do not apply here. ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on Documents | Must be granted on its own (not part of Manage) | | Save to library | Edit on Documents | Manage also grants it | | File | Create on Documents | Manage also grants it | ## What this page tells you > Take a photo or choose at least one file before saving. ![Upload Document](/shots/driver/documents__upload/page.jpg) ## What you see - Files - Details - Attach to load - Description - Document card — Draft - New upload ## What you can do - **Cancel** - **Save to library** - **Hide preview** - **Take a photo with your device camera** - **Take photo** - **Choose file** - **URL** - **View load** - **File** - **Document type** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Document type | Yes | combobox | `Search document types…` | | Attach to load (optional) | No | combobox | `Not linked to a load` | | Description (optional) | No | textbox | `Brief note for this batch…` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/driver/documents__upload/state-dropdown-status.jpg)
Loading state ![loading state](/shots/driver/documents__upload/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/driver/documents__upload/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/driver/documents__upload/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Vehicle Compliance" description: "Truck & equipment \u00b7 /driver/equipment/compliance" --- **Module:** Truck & equipment · **For:** Drivers · **Page address:** `/driver/equipment/compliance` ## How to get there Equipment → Compliance ## Who can use this page Needs: **View** permission on the **Fleet** module. Drivers use their own personal account; the company seat rules do not apply here. ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Export 4 rows to CSV | Export on Fleet | Manage also grants it | | Export 3 rows to CSV | Export on Fleet | Manage also grants it | ## What this page tells you > A photo of the copy in your cab. Your carrier keeps the official record. > Set the date first, then choose the file. ![Vehicle Compliance](/shots/driver/equipment__compliance/page.jpg) ## What you see - Vehicle compliance - Upload unit document - Unit documents ## Table columns Unit · Unit Type · Compliance Type · Status · Due Date · Days Left
Tab: First page ![First page tab](/shots/driver/equipment__compliance/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/driver/equipment__compliance/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/driver/equipment__compliance/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/driver/equipment__compliance/tab-3-Next-page.jpg)
Tab: Previous page ![Previous page tab](/shots/driver/equipment__compliance/tab-6-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/driver/equipment__compliance/tab-7-Page-1.jpg)
## What you can do - **How this works** - **Refresh** - **Filters** - **Export 4 rows to CSV** - **Unit** - **Unit type** - **Compliance Type** - **Status** - **Due Date** - **Days Left** - **Rows per page — currently 10** - **Choose File** - **Choose file** - **Export 3 rows to CSV** - **Card view** - **Document** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Status | No | combobox | `Any status` | | Document type | No | combobox | `Vehicle registration` | | Period ends on (optional) | No | textbox | | | Filed against | No | combobox | `Any filed against` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/driver/equipment__compliance/state-dropdown-status.jpg)
Empty state ![empty state](/shots/driver/equipment__compliance/state-empty.jpg)
Error state ![error state](/shots/driver/equipment__compliance/state-error.jpg)
Loading state ![loading state](/shots/driver/equipment__compliance/state-loading.jpg)
Last updated 2026-10-27 --- --- title: "My Expenses" description: "Truck & equipment \u00b7 /driver/equipment/expenses" --- **Module:** Truck & equipment · **For:** Drivers · **Page address:** `/driver/equipment/expenses` ## How to get there Equipment → Expenses ## Who can use this page Needs: **View** permission on the **Fleet** module. Drivers use their own personal account; the company seat rules do not apply here. ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Add Expense | Create on Fleet | Manage also grants it | | Export 0 rows to CSV | Export on Fleet | Manage also grants it | ![My Expenses](/shots/driver/equipment__expenses/page.jpg) ## What you see - Expense records - Expense breakdown - Payment methods ## Table columns Expense · Category · Payment · Date · Amount · Reimbursement · Flags · Segment · Value · Share · Detail · Maintenance · Lodging · Fuel · Tolls · Food · Insurance · Permits · Other · Segment · Value · Share · Detail · Credit Card · Debit Card · Cash · Check · Ach
Tab: First page ![First page tab](/shots/driver/equipment__expenses/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/driver/equipment__expenses/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/driver/equipment__expenses/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/driver/equipment__expenses/tab-3-Next-page.jpg)
## What you can do - **How expenses are recorded** - **Unit documents** - **Add Expense** - **Filters** - **Export 0 rows to CSV** - **Expense** - **Category** - **Payment** - **Date** - **Amount** - **Reimbursement** - **Rows per page — currently 10** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Category | No | combobox | `Any category` | | Period | No | combobox | `Any period` | ## Loading, empty and error states
Empty state ![empty state](/shots/driver/equipment__expenses/state-empty.jpg)
Error state ![error state](/shots/driver/equipment__expenses/state-error.jpg)
Loading state ![loading state](/shots/driver/equipment__expenses/state-loading.jpg)
Tooltip state ![tooltip state](/shots/driver/equipment__expenses/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Expense details" description: "Truck & equipment \u00b7 /driver/equipment/expenses/:id" --- **Module:** Truck & equipment · **For:** Drivers · **Page address:** `/driver/equipment/expenses/:id` ## How to get there Equipment → Expenses → Demo · Motel — 34-hr reset ## Who can use this page Needs: **View** permission on the **Fleet** module. Drivers use their own personal account; the company seat rules do not apply here. ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Edit expense | Edit on Fleet | Manage also grants it | ## What this page tells you > The operator's own classification — not a determination. > Demo · theoriginator, synthetic, non-authoritative — sandbox reimbursable expense record (moves no money). ![Expense details](/shots/driver/equipment__expenses__id/page.jpg) ## What you see - Expense - Notes ## What you can do - **Edit expense** ## Loading, empty and error states
Error state ![error state](/shots/driver/equipment__expenses__id/state-error.jpg)
Loading state ![loading state](/shots/driver/equipment__expenses__id/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/driver/equipment__expenses__id/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/driver/equipment__expenses__id/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Edit expense" description: "Truck & equipment \u00b7 /driver/equipment/expenses/:id/edit" --- **Module:** Truck & equipment · **For:** Drivers · **Page address:** `/driver/equipment/expenses/:id/edit` ## How to get there Equipment → Expenses → Edit ## Who can use this page Needs: **Edit** permission on the **Fleet** module. Drivers use their own personal account; the company seat rules do not apply here. ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on Fleet | Must be granted on its own (not part of Manage) | | Save changes | Edit on Fleet | Manage also grants it | | Submit for reimbursement | Create on Fleet | Manage also grants it | ## What this page tells you > An expense is a record — recording one moves no money. ![Edit expense](/shots/driver/equipment__expenses__id__edit/page.jpg) ## What you see - Details - Amount & Category - Receipt - Notes - Reimbursement - Expense card — Editing - Demo · Motel — 34-hr reset ## What you can do - **How this works** - **Cancel** - **Save changes** - **Hide preview** - **View receipt** - **Take a photo with your device camera** - **Take photo** - **Choose file** - **View & edit** - **Submit for reimbursement** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Description | Yes | textbox | `Oil change and filter replacement` | | Vendor | No | textbox | `Quick Lube Express` | | Location | No | textbox | `Phoenix, AZ` | | Date | No | textbox | `MM/DD/YYYY` | | Category | Yes | combobox | `Lodging` | | Amount (USD) | Yes | textbox | `125.00` | | Payment method | No | combobox | `Credit Card` | | Tag as deductible | No | checkbox | | | Notes | No | textbox | `Any notes about this expense…` | ## When there is nothing to show - "No receipt attached yet" ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/driver/equipment__expenses__id__edit/state-dropdown-status.jpg)
Error state ![error state](/shots/driver/equipment__expenses__id__edit/state-error.jpg)
Loading state ![loading state](/shots/driver/equipment__expenses__id__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/driver/equipment__expenses__id__edit/state-popover-guide.jpg)
Last updated 2026-10-27 --- --- title: "My Fuel Log" description: "Truck & equipment \u00b7 /driver/equipment/fuel-log" --- **Module:** Truck & equipment · **For:** Drivers · **Page address:** `/driver/equipment/fuel-log` ## How to get there Equipment → Fuel Log ## Who can use this page Needs: **View** permission on the **Fleet** module. Drivers use their own personal account; the company seat rules do not apply here. ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Add Transaction | Create on Fleet | Manage also grants it | | Export 14 rows to CSV | Export on Fleet | Manage also grants it | ![My Fuel Log](/shots/driver/equipment__fuel-log/page.jpg) ## What you see - My fuel log ## Table columns Unit · Date · Location · Gallons · Price/Gallon · Total Cost · Review
Tab: First page ![First page tab](/shots/driver/equipment__fuel-log/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/driver/equipment__fuel-log/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/driver/equipment__fuel-log/tab-2-Page-1.jpg)
Tab: Page 2 ![Page 2 tab](/shots/driver/equipment__fuel-log/tab-3-Page-2.jpg)
Tab: Next page ![Next page tab](/shots/driver/equipment__fuel-log/tab-4-Next-page.jpg)
Tab: Last page 2 ![Last page 2 tab](/shots/driver/equipment__fuel-log/tab-5-Last-page-2-.jpg)
## What you can do - **How this works** - **Unit documents** - **Add Transaction** - **Filters** - **Export 14 rows to CSV** - **Unit** - **Date** - **Location** - **Gallons** - **Price/Gallon** - **Total Cost** - **Review** ## Loading, empty and error states
Empty state ![empty state](/shots/driver/equipment__fuel-log/state-empty.jpg)
Error state ![error state](/shots/driver/equipment__fuel-log/state-error.jpg)
Loading state ![loading state](/shots/driver/equipment__fuel-log/state-loading.jpg)
Rowmenu state ![rowmenu state](/shots/driver/equipment__fuel-log/state-rowmenu.jpg)
Last updated 2026-10-27 --- --- title: "Fuel log details" description: "Truck & equipment \u00b7 /driver/equipment/fuel-log/:id" --- **Module:** Truck & equipment · **For:** Drivers · **Page address:** `/driver/equipment/fuel-log/:id` ## How to get there Equipment → Fuel Log → (a record) ## Who can use this page Needs: **View** permission on the **Fleet** module. Drivers use their own personal account; the company seat rules do not apply here. ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Edit fuel transaction | Edit on Fleet | Manage also grants it | ![Fuel log details](/shots/driver/equipment__fuel-log__id/page.jpg) ## What you see - Unit - Purchase - Odometer & Location ## Tabs - **Overview** - **Receipt** - **Audit**
Tab: Overview ![Overview tab](/shots/driver/equipment__fuel-log__id/tab-0-Overview.jpg)
Tab: Receipt ![Receipt tab](/shots/driver/equipment__fuel-log__id/tab-1-Receipt.jpg)
Tab: Audit ![Audit tab](/shots/driver/equipment__fuel-log__id/tab-2-Audit.jpg)
## What you can do - **Edit fuel transaction** ## Loading, empty and error states
Error state ![error state](/shots/driver/equipment__fuel-log__id/state-error.jpg)
Loading state ![loading state](/shots/driver/equipment__fuel-log__id/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/driver/equipment__fuel-log__id/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/driver/equipment__fuel-log__id/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Edit fuel log" description: "Truck & equipment \u00b7 /driver/equipment/fuel-log/:id/edit" --- **Module:** Truck & equipment · **For:** Drivers · **Page address:** `/driver/equipment/fuel-log/:id/edit` ## How to get there Equipment → Fuel Log → (a record) → Edit ## Who can use this page Needs: **Edit** permission on the **Fleet** module. Drivers use their own personal account; the company seat rules do not apply here. ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on Fleet | Must be granted on its own (not part of Manage) | | Save all changes | Edit on Fleet | Manage also grants it | ![Edit fuel log](/shots/driver/equipment__fuel-log__id__edit/page.jpg) ## What you see - Unit - Purchase - Odometer & Location - Receipt - Fuel transaction — Editing - TRK-001 ## Table columns Title · Type · Category · Source · Views · Updated ## What you can do - **How this works** - **Cancel** - **Save all changes** - **Hide preview** - **Take a photo with your device camera** - **Take photo** - **Choose file** - **URL** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Truck | Yes | combobox | `TRK-001` | | Transaction date | Yes | textbox | `MM/DD/YYYY` | | Gallons | Yes | textbox | `121.7` | | Cost per gallon | Yes | textbox | `3.849` | | Odometer (miles) | No | spinbutton | `238140` | | Location | No | textbox | `e.g. Pilot – Phoenix, AZ` | | Receipt number | No | textbox | `e.g. R-1001` | ## Loading, empty and error states
Error state ![error state](/shots/driver/equipment__fuel-log__id__edit/state-error.jpg)
Loading state ![loading state](/shots/driver/equipment__fuel-log__id__edit/state-loading.jpg)
Tooltip state ![tooltip state](/shots/driver/equipment__fuel-log__id__edit/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "New fuel log" description: "Truck & equipment \u00b7 /driver/equipment/fuel-log/new/edit" --- **Module:** Truck & equipment · **For:** Drivers · **Page address:** `/driver/equipment/fuel-log/new/edit` ## How to get there Equipment → Fuel Log → New Fuel Transaction ## Who can use this page Needs: **Create** permission on the **Fleet** module. Drivers use their own personal account; the company seat rules do not apply here. ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on Fleet | Must be granted on its own (not part of Manage) | | Add transaction | Create on Fleet | Manage also grants it | ![New fuel log](/shots/driver/equipment__fuel-log__new__edit/page.jpg) ## What you see - Unit - Purchase - Odometer & Location - Receipt - Fuel transaction — Draft - Fuel purchase ## Table columns Title · Type · Category · Source · Views · Updated ## What you can do - **How this works** - **Cancel** - **Add transaction** - **Hide preview** - **Take a photo with your device camera** - **Take photo** - **Choose file** - **URL** - **Truck** - **Gallons** - **Cost per gallon** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Truck | Yes | combobox | `Select a truck` | | Transaction date | Yes | textbox | `MM/DD/YYYY` | | Gallons | Yes | textbox | | | Cost per gallon | Yes | textbox | | | Odometer (miles) | No | spinbutton | | | Location | No | textbox | `e.g. Pilot – Phoenix, AZ` | | Receipt number | No | textbox | `e.g. R-1001` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/driver/equipment__fuel-log__new__edit/state-dropdown-status.jpg)
Error state ![error state](/shots/driver/equipment__fuel-log__new__edit/state-error.jpg)
Loading state ![loading state](/shots/driver/equipment__fuel-log__new__edit/state-loading.jpg)
Tooltip state ![tooltip state](/shots/driver/equipment__fuel-log__new__edit/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "DVIR" description: "Truck & equipment \u00b7 /driver/equipment/inspections" --- **Module:** Truck & equipment · **For:** Drivers · **Page address:** `/driver/equipment/inspections` ## How to get there Equipment → DVIR ## Who can use this page Needs: **View** permission on the **Fleet** module. Drivers use their own personal account; the company seat rules do not apply here. ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | New DVIR | Create on Fleet | Manage also grants it | | Export 14 rows to CSV | Export on Fleet | Manage also grants it | ## What this page tells you > Your reports for unit 802, 301 recorded a defect and no repair certification has been recorded against it (49 CFR 396.13). A carrier safety reviewer certifies the repair before the unit returns to service. ![DVIR](/shots/driver/equipment__inspections/page.jpg) ## What you see - DVIR history ## Table columns Date · Unit · Type · Defects · Result · Repair Sign-Off
Tab: First page ![First page tab](/shots/driver/equipment__inspections/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/driver/equipment__inspections/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/driver/equipment__inspections/tab-2-Page-1.jpg)
Tab: Page 2 ![Page 2 tab](/shots/driver/equipment__inspections/tab-3-Page-2.jpg)
Tab: Next page ![Next page tab](/shots/driver/equipment__inspections/tab-4-Next-page.jpg)
Tab: Last page 2 ![Last page 2 tab](/shots/driver/equipment__inspections/tab-5-Last-page-2-.jpg)
## What you can do - **How this works** - **Unit documents** - **New DVIR** - **Filters** - **Export 14 rows to CSV** - **Date** - **Unit** - **Type** - **Defects** - **Result** - **Repair sign-off** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Result | No | combobox | `Any result` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/driver/equipment__inspections/state-dropdown-status.jpg)
Empty state ![empty state](/shots/driver/equipment__inspections/state-empty.jpg)
Error state ![error state](/shots/driver/equipment__inspections/state-error.jpg)
Loading state ![loading state](/shots/driver/equipment__inspections/state-loading.jpg)
Last updated 2026-10-27 --- --- title: "Inspection details" description: "Truck & equipment \u00b7 /driver/equipment/inspections/:id" --- **Module:** Truck & equipment · **For:** Drivers · **Page address:** `/driver/equipment/inspections/:id` ## How to get there Equipment → DVIR → (a record) → Back ## Who can use this page Needs: **View** permission on the **Fleet** module. Drivers use their own personal account; the company seat rules do not apply here. ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | File a correcting report | Create on Fleet | Manage also grants it | ## What this page tells you > You filed this report but have not signed it. 49 CFR 396.11(a) requires the driver to prepare and sign the report. ![Inspection details](/shots/driver/equipment__inspections__id/page.jpg) ## What you see - Inspection result - Unit & certification ## Tabs - **Overview** - **Checklist** - **Corrective** - **Photos**
Tab: Overview ![Overview tab](/shots/driver/equipment__inspections__id/tab-0-Overview.jpg)
Tab: Checklist ![Checklist tab](/shots/driver/equipment__inspections__id/tab-1-Checklist.jpg)
Tab: Corrective ![Corrective tab](/shots/driver/equipment__inspections__id/tab-2-Corrective.jpg)
Tab: Photos ![Photos tab](/shots/driver/equipment__inspections__id/tab-3-Photos.jpg)
## What you can do - **Preview document** - **File a correcting report** - **Certify this report** ## Loading, empty and error states
Error state ![error state](/shots/driver/equipment__inspections__id/state-error.jpg)
Loading state ![loading state](/shots/driver/equipment__inspections__id/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/driver/equipment__inspections__id/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/driver/equipment__inspections__id/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "New inspection" description: "Truck & equipment \u00b7 /driver/equipment/inspections/new" --- **Module:** Truck & equipment · **For:** Drivers · **Page address:** `/driver/equipment/inspections/new` ## Who can use this page Needs: **Create** permission on the **Fleet** module. Drivers use their own personal account; the company seat rules do not apply here. ![New inspection](/shots/driver/equipment__inspections__new/page.jpg) ## Table columns Title · Type · Category · Source · Views · Updated ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/driver/equipment__inspections__new/state-dropdown-status.jpg)
Empty state ![empty state](/shots/driver/equipment__inspections__new/state-empty.jpg)
Error state ![error state](/shots/driver/equipment__inspections__new/state-error.jpg)
Loading state ![loading state](/shots/driver/equipment__inspections__new/state-loading.jpg)
Last updated 2026-10-27 --- --- title: "Maintenance" description: "Truck & equipment \u00b7 /driver/equipment/maintenance" --- **Module:** Truck & equipment · **For:** Drivers · **Page address:** `/driver/equipment/maintenance` ## How to get there Equipment → Maintenance Requests ## Who can use this page Needs: **View** permission on the **Fleet** module. Drivers use their own personal account; the company seat rules do not apply here. ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | New request | Create on Fleet | Manage also grants it | | Export 13 rows to CSV | Export on Fleet | Manage also grants it | | Request | Create on Fleet | Manage also grants it | ![Maintenance](/shots/driver/equipment__maintenance/page.jpg) ## What you see - Maintenance requests ## Table columns Submitted · Request · Priority · Unit · Category · Age · Status
Tab: First page ![First page tab](/shots/driver/equipment__maintenance/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/driver/equipment__maintenance/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/driver/equipment__maintenance/tab-2-Page-1.jpg)
Tab: Page 2 ![Page 2 tab](/shots/driver/equipment__maintenance/tab-3-Page-2.jpg)
Tab: Next page ![Next page tab](/shots/driver/equipment__maintenance/tab-4-Next-page.jpg)
Tab: Last page 2 ![Last page 2 tab](/shots/driver/equipment__maintenance/tab-5-Last-page-2-.jpg)
## What you can do - **How this works** - **Unit documents** - **New request** - **Filter maintenance requests to open work orders** - **Filter maintenance requests to submitted** - **Filter maintenance requests to scheduled** - **Filter maintenance requests to completed** - **Filters** - **Export 13 rows to CSV** - **Submitted** - **Request** - **Priority** - **Unit** - **Category** - **Age** - **Status** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Status | No | combobox | `Any status` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/driver/equipment__maintenance/state-dropdown-status.jpg)
Error state ![error state](/shots/driver/equipment__maintenance/state-error.jpg)
Loading state ![loading state](/shots/driver/equipment__maintenance/state-loading.jpg)
Rowmenu state ![rowmenu state](/shots/driver/equipment__maintenance/state-rowmenu.jpg)
Last updated 2026-10-27 --- --- title: "Maintenance details" description: "Truck & equipment \u00b7 /driver/equipment/maintenance/:id" --- **Module:** Truck & equipment · **For:** Drivers · **Page address:** `/driver/equipment/maintenance/:id` ## How to get there Equipment → Maintenance Requests → (a record) ## Who can use this page Needs: **View** permission on the **Fleet** module. Drivers use their own personal account; the company seat rules do not apply here. ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Edit request | Edit on Fleet | Manage also grants it | ![Maintenance details](/shots/driver/equipment__maintenance__id/page.jpg) ## What you see - Request ## Tabs - **Overview** - **Details** - **Record**
Tab: Overview ![Overview tab](/shots/driver/equipment__maintenance__id/tab-0-Overview.jpg)
Tab: Details ![Details tab](/shots/driver/equipment__maintenance__id/tab-1-Details.jpg)
Tab: Record ![Record tab](/shots/driver/equipment__maintenance__id/tab-2-Record.jpg)
## What you can do - **Edit request** ## Loading, empty and error states
Error state ![error state](/shots/driver/equipment__maintenance__id/state-error.jpg)
Loading state ![loading state](/shots/driver/equipment__maintenance__id/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/driver/equipment__maintenance__id/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/driver/equipment__maintenance__id/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Edit maintenance" description: "Truck & equipment \u00b7 /driver/equipment/maintenance/:id/edit" --- **Module:** Truck & equipment · **For:** Drivers · **Page address:** `/driver/equipment/maintenance/:id/edit` ## How to get there Equipment → Maintenance Requests → (a record) → Edit ## Who can use this page Needs: **Edit** permission on the **Fleet** module. Drivers use their own personal account; the company seat rules do not apply here. ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on Fleet | Must be granted on its own (not part of Manage) | | Save changes | Edit on Fleet | Manage also grants it | ![Edit maintenance](/shots/driver/equipment__maintenance__id__edit/page.jpg) ## What you see - Request - Equipment context - Details - Issue photos (optional) - Maintenance request — Editing - Steer-axle tire wear — TRK-001 202609162331 (sample) ## What you can do - **How this works** - **Cancel** - **Save changes** - **Hide preview** - **Clear selection** - **View & edit** - **Take a photo with your device camera** - **Take photo** - **Choose file** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Title | Yes | textbox | `e.g. Tire inspection — steer axle` | | Priority | No | combobox | `High` | | Category | No | combobox | `Tires` | | Unit / equipment | No | textbox | `e.g. TRK-102` | | Odometer (mi) | No | spinbutton | `238140` | | Out of service — unsafe to operate | No | checkbox | | | Details | Yes | textbox | `Describe the issue so the shop can plan.` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/driver/equipment__maintenance__id__edit/state-dropdown-status.jpg)
Loading state ![loading state](/shots/driver/equipment__maintenance__id__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/driver/equipment__maintenance__id__edit/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/driver/equipment__maintenance__id__edit/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "New maintenance" description: "Truck & equipment \u00b7 /driver/equipment/maintenance/new/edit" --- **Module:** Truck & equipment · **For:** Drivers · **Page address:** `/driver/equipment/maintenance/new/edit` ## Who can use this page Needs: **Create** permission on the **Fleet** module. Drivers use their own personal account; the company seat rules do not apply here. ![New maintenance](/shots/driver/equipment__maintenance__new__edit/page.jpg) ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/driver/equipment__maintenance__new__edit/state-dropdown-status.jpg)
Loading state ![loading state](/shots/driver/equipment__maintenance__new__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/driver/equipment__maintenance__new__edit/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/driver/equipment__maintenance__new__edit/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Equipment" description: "Truck & equipment \u00b7 /driver/equipment/overview" --- **Module:** Truck & equipment · **For:** Drivers · **Page address:** `/driver/equipment/overview` ## How to get there Equipment → Overview ## Who can use this page Needs: **View** permission on the **Fleet** module. Drivers use their own personal account; the company seat rules do not apply here. ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | New | Create on Fleet | Manage also grants it | ## What this page tells you > A compliance record is expired — resolve it before operating. > Truck · dry_van_53ft · 2022 · Freightliner · Cascadia > En route: Lincoln, NE → Omaha, NE · 59 mph · 10/27/26, 3:49 AM ![Equipment](/shots/driver/equipment__overview/page.jpg) ## What you see - Rig readiness - Assigned units - DEMO-101 - TRC-101 - TRC-102 - TRK-001 - TRK-002 - TRK-003 - TRL-201 - TRK-0239 - DEMO-TR-201 ## Table columns Unit · Filed · Defect · Request · Opened · Status · Item · Unit · Key Date · Status · Document · Document Type · Filed Against · Key Date
Tab: First page ![First page tab](/shots/driver/equipment__overview/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/driver/equipment__overview/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/driver/equipment__overview/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/driver/equipment__overview/tab-3-Next-page.jpg)
Tab: Previous page ![Previous page tab](/shots/driver/equipment__overview/tab-6-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/driver/equipment__overview/tab-7-Page-1.jpg)
## What you can do - **How this works** - **New** - **View 2 open DVIR defects** - **View 13 open maintenance requests** - **View 2 expiring compliance items** - **View 0 DVIRs in the last 30 days** - **Start pre-trip DVIR** - **Filters** - **Table view** - **Open truck detail for DEMO-101** - **Open truck detail for TRC-101** - **Open truck detail for TRC-102** - **Open truck detail for TRK-001** - **Open truck detail for TRK-002** - **Open truck detail for TRK-003** - **Open truck detail for TRL-201** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Unit | No | combobox | `Any unit` | | Status | No | combobox | `Any status` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/driver/equipment__overview/state-dropdown-status.jpg)
Empty state ![empty state](/shots/driver/equipment__overview/state-empty.jpg)
Error state ![error state](/shots/driver/equipment__overview/state-error.jpg)
Loading state ![loading state](/shots/driver/equipment__overview/state-loading.jpg)
Last updated 2026-10-27 --- --- title: "Find work" description: "My loads \u00b7 /driver/find-work" --- **Module:** My loads · **For:** Drivers · **Page address:** `/driver/find-work` ## How to get there Find Work ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. Drivers use their own personal account; the company seat rules do not apply here. ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Send a link request | Any signed-in member | Manage also grants it | ## What this page tells you > Your requests to drive for a company — counted from what the companies returned. > Type at least 2 characters. We show up to 20 active companies, closest name match first. > Look them up by name, MC number or USDOT number, then send a link request. ![Find work](/shots/driver/find-work/page.jpg) ## What you see - Where you stand - Find a company - Search for a company to drive for - How to find work - What a company sees - Companies you drive for - No company yet - My requests - You have not asked to link with a company yet ## What you can do - **Search** - **Search a company** - **Send a link request** - **Get approved and start driving** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Company name, MC or USDOT number | No | searchbox | | ## When there is nothing to show - "- heading "No company yet" [level=3]" ## Loading, empty and error states
Empty state ![empty state](/shots/driver/find-work/state-empty.jpg)
Error state ![error state](/shots/driver/find-work/state-error.jpg)
Loading state ![loading state](/shots/driver/find-work/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/driver/find-work/state-popover-guide.jpg)
Last updated 2026-10-27 --- --- title: "Fleet tech details" description: "Truck & equipment \u00b7 /driver/fleet-tech/:category/:type" --- **Module:** Truck & equipment · **For:** Drivers · **Page address:** `/driver/fleet-tech/:category/:type` ## How to get there Fleet & Route Technology → Electronic Logging Device (ELD) ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. Drivers use their own personal account; the company seat rules do not apply here. ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Add equipment | Any signed-in member | Manage also grants it | | Export 0 rows to CSV | Any signed-in member | Manage also grants it | ## What this page tells you > No Electronic Logging Device (ELD) tracked yet. ![Fleet tech details](/shots/driver/fleet-tech__category__type/page.jpg) ## What you see - Electronic Logging Device (ELD) ## Table columns Equipment · Qty · Condition · Status · Assigned To · Compliance
Tab: First page ![First page tab](/shots/driver/fleet-tech__category__type/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/driver/fleet-tech__category__type/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/driver/fleet-tech__category__type/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/driver/fleet-tech__category__type/tab-3-Next-page.jpg)
## What you can do - **How this works** - **Add equipment** - **Filters** - **Export 0 rows to CSV** - **Equipment** - **Qty** - **Condition** - **Status** - **Assigned to** - **Compliance** - **Rows per page — currently 10** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Status | No | combobox | `Any status` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/driver/fleet-tech__category__type/state-dropdown-status.jpg)
Error state ![error state](/shots/driver/fleet-tech__category__type/state-error.jpg)
Loading state ![loading state](/shots/driver/fleet-tech__category__type/state-loading.jpg)
Tooltip state ![tooltip state](/shots/driver/fleet-tech__category__type/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Item details" description: "Truck & equipment \u00b7 /driver/fleet-tech/:category/items/:id" --- **Module:** Truck & equipment · **For:** Drivers · **Page address:** `/driver/fleet-tech/:category/items/:id` ## How to get there Fleet & Route Technology → (a record) ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. Drivers use their own personal account; the company seat rules do not apply here. ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Edit equipment | Any signed-in member | Manage also grants it | ![Item details](/shots/driver/fleet-tech__category__items__id/page.jpg) ## What you see - Equipment & identity - Assignment & status ## Tabs - **Overview** - **Specifications** - **Audit**
Tab: Overview ![Overview tab](/shots/driver/fleet-tech__category__items__id/tab-0-Overview.jpg)
Tab: Specifications ![Specifications tab](/shots/driver/fleet-tech__category__items__id/tab-1-Specifications.jpg)
Tab: Audit ![Audit tab](/shots/driver/fleet-tech__category__items__id/tab-2-Audit.jpg)
## What you can do - **Edit equipment** - **More actions** ## Loading, empty and error states
Error state ![error state](/shots/driver/fleet-tech__category__items__id/state-error.jpg)
Loading state ![loading state](/shots/driver/fleet-tech__category__items__id/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/driver/fleet-tech__category__items__id/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/driver/fleet-tech__category__items__id/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Edit item" description: "Truck & equipment \u00b7 /driver/fleet-tech/:category/items/:id/edit" --- **Module:** Truck & equipment · **For:** Drivers · **Page address:** `/driver/fleet-tech/:category/items/:id/edit` ## How to get there Fleet & Route Technology → Electronic Logging Device (ELD) → Edit ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. Drivers use their own personal account; the company seat rules do not apply here. ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Any signed-in member | Must be granted on its own (not part of Manage) | | Save changes | Any signed-in member | Manage also grants it | ![Edit item](/shots/driver/fleet-tech__category__items__id__edit/page.jpg) ## What you see - Details - Assignment & Status - Specifications - Equipment — Editing - Cab ELD 202609162335 (sample) ## Table columns Title · Type · Category · Source · Views · Updated ## What you can do - **How this works** - **Cancel** - **Save changes** - **Hide preview** - **View & edit notes** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Equipment type | No | combobox | `Electronic Logging Device (ELD)` | | Provider | Yes | combobox | `Samsara` | | Quantity | Yes | spinbutton | `1` | | Label / asset tag | No | textbox | `Cab ELD 202609162335 (sample)` | | Serial number | No | textbox | | | Condition | No | combobox | `Good` | | Status | No | combobox | `Available` | | Assigned to | No | combobox | `Unassigned` | | Compliance / inspection expiry | No | textbox | `MM/DD/YYYY` | | Device model | No | textbox | `VG34` | | ELD registration ID | Yes | textbox | `ELD-REG-202609162335` | | Firmware version | No | textbox | `4.20.0` | | Malfunction status | No | combobox | `—` | | Notes | No | textbox | `Mounted behind the driver seat; harness ` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/driver/fleet-tech__category__items__id__edit/state-dropdown-status.jpg)
Error state ![error state](/shots/driver/fleet-tech__category__items__id__edit/state-error.jpg)
Loading state ![loading state](/shots/driver/fleet-tech__category__items__id__edit/state-loading.jpg)
Tooltip state ![tooltip state](/shots/driver/fleet-tech__category__items__id__edit/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "New item" description: "Truck & equipment \u00b7 /driver/fleet-tech/:category/items/new" --- **Module:** Truck & equipment · **For:** Drivers · **Page address:** `/driver/fleet-tech/:category/items/new` ## How to get there Fleet & Route Technology → Add equipment ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. Drivers use their own personal account; the company seat rules do not apply here. ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Any signed-in member | Must be granted on its own (not part of Manage) | | Add equipment | Any signed-in member | Manage also grants it | ![New item](/shots/driver/fleet-tech__category__items__new/page.jpg) ## What you see - Details - Assignment & Status - Specifications - Equipment — Draft - Electronic Logging Device (ELD) ## Table columns Title · Type · Category · Source · Views · Updated ## What you can do - **How this works** - **Cancel** - **Add equipment** - **Hide preview** - **View & edit notes** - **Provider** - **ELD registration ID** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Equipment type | No | combobox | `Electronic Logging Device (ELD)` | | Provider | Yes | combobox | `—` | | Quantity | Yes | spinbutton | `1` | | Label / asset tag | No | textbox | | | Serial number | No | textbox | | | Condition | No | combobox | `Good` | | Status | No | combobox | `Available` | | Assigned to | No | combobox | `Unassigned` | | Compliance / inspection expiry | No | textbox | `MM/DD/YYYY` | | Device model | No | textbox | | | ELD registration ID | Yes | textbox | | | Firmware version | No | textbox | | | Malfunction status | No | combobox | `—` | | Notes | No | textbox | | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/driver/fleet-tech__category__items__new/state-dropdown-status.jpg)
Error state ![error state](/shots/driver/fleet-tech__category__items__new/state-error.jpg)
Loading state ![loading state](/shots/driver/fleet-tech__category__items__new/state-loading.jpg)
Tooltip state ![tooltip state](/shots/driver/fleet-tech__category__items__new/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Guides" description: "Settings & help \u00b7 /driver/help/documentation" --- **Module:** Settings & help · **For:** Drivers · **Page address:** `/driver/help/documentation` ## How to get there Help → Guides ## Who can use this page Needs: **View** permission on the **Help** module. Drivers use their own personal account; the company seat rules do not apply here. ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Dispatch and Transit | Assign on Help | Manage also grants it | ## What this page tells you > If none of these answer it, open a ticket and a person will pick it up. ![Guides](/shots/driver/help__documentation/page.jpg) ## What you see - Contents - Documents - Shipments - Technical - Still stuck? ## Tabs - **Help Center** - **Guides**
Tab: Help Center ![Help Center tab](/shots/driver/help__documentation/tab-0-Help-Center.jpg)
Tab: Guides ![Guides tab](/shots/driver/help__documentation/tab-1-Guides.jpg)
## What you can do - **Get Started** - **Account and Team Setup** - **Quotes and Booking** - **Dispatch and Transit** - **Delivery and Proof of Delivery** - **Billing and Payments** - **Compliance and Tax** - **EDI and Integrations** - **Platform Administration** - **Pricing and Fuel Surcharges** - **Federal Records and Payment Setup** - **End-to-End Shipment Walkthrough** - **Published Articles** - **Documents** - **Shipments** - **Technical** ## Loading, empty and error states
Loading state ![loading state](/shots/driver/help__documentation/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/driver/help__documentation/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/driver/help__documentation/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Map & navigation" description: "On the road \u00b7 /driver/legacy-map" --- **Module:** On the road · **For:** Drivers · **Page address:** `/driver/legacy-map` ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. Drivers use their own personal account; the company seat rules do not apply here. ## What this page tells you > No telematics provider is connected, so live vehicle metrics are not available here. Once an ELD / GPS provider is wired, speed, fuel level, and engine status appear in this card. ![Map & navigation](/shots/driver/legacy-map/page.jpg) ## What you see - Leg summary - Route preview - Vehicle snapshot ## What you can do - **Refresh** - **Open in maps** - **How this works** - **Current position** - **Active route** - **Keyboard shortcuts** - **Zoom in** - **Zoom out** - **OK** - **Try again** - **Reset to assigned leg** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Origin | No | textbox | `Indianapolis, IN` | | Destination | No | textbox | `Columbus, OH` | | Equipment | No | combobox | `Tractor + trailer` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/driver/legacy-map/state-dropdown-status.jpg)
Empty state ![empty state](/shots/driver/legacy-map/state-empty.jpg)
Error state ![error state](/shots/driver/legacy-map/state-error.jpg)
Loading state ![loading state](/shots/driver/legacy-map/state-loading.jpg)
Last updated 2026-10-27 --- --- title: "Inbox" description: "Messages \u00b7 /driver/messaging" --- **Module:** Messages · **For:** Drivers · **Page address:** `/driver/messaging` ## How to get there Messaging → Inbox ## Who can use this page Needs: **View** permission on the **Messaging** module. Drivers use their own personal account; the company seat rules do not apply here. ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Mark message as read | Edit on Messaging | Manage also grants it | | Add attachment | Create on Messaging | Manage also grants it | | Send reply | Create on Messaging | Manage also grants it | ## What this page tells you > Please confirm your ETA to the delivery facility on your next check call. Thanks. > Demo · Safety: winter weather advisory > Snow and reduced visibility reported on the I-40 corridor overnight. Reduce speed; chain up where posted. ![Inbox](/shots/driver/messaging/page.jpg) ## What you see - Carrier / dispatch ## Tabs - **Inbox** - **Help Assistant**
Tab: Inbox ![Inbox tab](/shots/driver/messaging/tab-0-Inbox.jpg)
Tab: Help Assistant ![Help Assistant tab](/shots/driver/messaging/tab-1-Help-Assistant.jpg)
## What you can do - **How this works** - **Refresh** - **Mark message as read** - **On my way** - **Running ~30 late** - **At the dock** - **Loaded & sealed** - **Delivered — POD uploaded** - **Add attachment** - **Send reply** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Load | No | combobox | `DEMO-OTR-001Indianapolis, IN → Columbus,` | | Type a reply… | No | textbox | | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/driver/messaging/state-dropdown-status.jpg)
Empty state ![empty state](/shots/driver/messaging/state-empty.jpg)
Error state ![error state](/shots/driver/messaging/state-error.jpg)
Loading state ![loading state](/shots/driver/messaging/state-loading.jpg)
Last updated 2026-10-27 --- --- title: "Help Assistant" description: "Messages \u00b7 /driver/messaging/ai" --- **Module:** Messages · **For:** Drivers · **Page address:** `/driver/messaging/ai` ## How to get there Messaging → Help Assistant ## Who can use this page Needs: **View** permission on the **Messaging** module. Drivers use their own personal account; the company seat rules do not apply here. ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Accept a load | Approve on Messaging | Must be granted on its own (not part of Manage) | | Upload a POD | Upload on Messaging | Manage also grants it | | Send | Create on Messaging | Manage also grants it | ## What this page tells you > Check My Loads for the status of every assigned load and Dispatch for new offers and instructions. Always verify seal and BOL numbers against the load before you depart — if anything does not match, wait for dispatch to confirm. > Hi — I’m your driver assistant. Ask about trip steps, loads, pay, and the road. ![Help Assistant](/shots/driver/messaging__ai/page.jpg) ## What you see - Browse help - Loads & dispatch - Common questions - How do I accept a load offer? - Where do I see my next stop? - Ask a question - Still need help? ## Tabs - **Inbox** - **Help Assistant**
Tab: Inbox ![Inbox tab](/shots/driver/messaging__ai/tab-0-Inbox.jpg)
Tab: Help Assistant ![Help Assistant tab](/shots/driver/messaging__ai/tab-1-Help-Assistant.jpg)
## What you can do - **How this works** - **Topics** - **Loads & dispatch Status, offers, pickup and delivery instructions.** - **Pay & settlements Settlements, pay stubs, deductions and tax forms.** - **Documents BOLs, PODs, licenses and expiring paperwork.** - **On the road & safety Delays, check calls, weather and incidents.** - **Account & profile Profile, notifications and security settings.** - **How do I accept a load offer?** - **Where do I see my next stop?** - **Accept a load** - **Upload a POD** - **Find my settlement** - **Report a delay** - **Expiring documents** - **Send** - **Call dispatch** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Ask the scripted guide about loads, hours, pay, the road or an emergency. It replies with fixed guidance that points you to the right screen, and it does not read your data. | No | textbox | `Ask about loads, hours, pay, the road or` | ## Loading, empty and error states
Error state ![error state](/shots/driver/messaging__ai/state-error.jpg)
Loading state ![loading state](/shots/driver/messaging__ai/state-loading.jpg)
Tooltip state ![tooltip state](/shots/driver/messaging__ai/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "My loads classic details" description: "My loads \u00b7 /driver/my-loads-classic/:segment" --- **Module:** My loads · **For:** Drivers · **Page address:** `/driver/my-loads-classic/:segment` ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. Drivers use their own personal account; the company seat rules do not apply here. ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Export | Any signed-in member | Manage also grants it | | Mark delivered | Any signed-in member | Manage also grants it | ## What this page tells you > Assigned work · Open a row for trip detail. Edit / road / POD stay on dedicated pages. > Queued #1 — finish your active load first. ![My loads classic details](/shots/driver/my-loads-classic__segment/page.jpg) ## What you see - Filters & Search - Your loads ## What you can do - **Refresh** - **Export** - **Open dispatch** - **DEMO-OTR-001** - **Advanced filter** - **Mark delivered** - **Open menu** - **DEMO-DRV-002** - **DEMO-XPORTAL-001** - **Active leg Trip in progress DEMO-OTR-001 in transit Indianapolis, IN → Columbus, OH View details** - **Latest delivered Recent completion DEMO-XPORTAL-001 delivered Detroit, MI → Burlington, VT View details** - **Trip notes & dispatch Log updates for dispatch or your own run sheet. Notes save on this device and sync when messaging is connected.** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Overview | No | combobox | | | Filter by status | No | combobox | `All statuses` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/driver/my-loads-classic__segment/state-dropdown-status.jpg)
Empty state ![empty state](/shots/driver/my-loads-classic__segment/state-empty.jpg)
Error state ![error state](/shots/driver/my-loads-classic__segment/state-error.jpg)
Loading state ![loading state](/shots/driver/my-loads-classic__segment/state-loading.jpg)
Last updated 2026-10-27 --- --- title: "My load details" description: "My loads \u00b7 /driver/my-loads/:segment" --- **Module:** My loads · **For:** Drivers · **Page address:** `/driver/my-loads/:segment` ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. Drivers use their own personal account; the company seat rules do not apply here. ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Export | Any signed-in member | Manage also grants it | | Export 3 rows to CSV | Any signed-in member | Manage also grants it | ## What this page tells you > Offers waiting for your answer, unread messages from dispatch and your open issues. > DEMO-OTR-001 · Indianapolis, IN → Columbus, OH > Queued #1 — finish your active load first. ![My load details](/shots/driver/my-loads__segment/page.jpg) ## What you see - Needs you now - Current focus - Loads
Tab: First page ![First page tab](/shots/driver/my-loads__segment/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/driver/my-loads__segment/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/driver/my-loads__segment/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/driver/my-loads__segment/tab-3-Next-page.jpg)
## What you can do - **Refresh** - **Export** - **How this works** - **Open dispatch** - **Keyboard shortcuts** - **Zoom in** - **Zoom out** - **OK** - **Open trip DEMO-OTR-001** - **Filters** - **Export 3 rows to CSV** - **Card view** - **Reference** - **From** - **Freight** - **Status** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Section | No | combobox | `Any section` | | Status | No | combobox | `Any status` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/driver/my-loads__segment/state-dropdown-status.jpg)
Loading state ![loading state](/shots/driver/my-loads__segment/state-loading.jpg)
Tooltip state ![tooltip state](/shots/driver/my-loads__segment/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Notifications" description: "Settings & help \u00b7 /driver/notifications" --- **Module:** Settings & help · **For:** Drivers · **Page address:** `/driver/notifications` ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. Drivers use their own personal account; the company seat rules do not apply here. ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Export 0 rows to CSV | Any signed-in member | Manage also grants it | ![Notifications](/shots/driver/notifications/page.jpg) ## What you see - Notifications ## Table columns Notification · Received · Status · Starred
Tab: First page ![First page tab](/shots/driver/notifications/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/driver/notifications/tab-1-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/driver/notifications/tab-2-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/driver/notifications/tab-3-Next-page.jpg)
## What you can do - **Refresh** - **Show all notifications** - **Show unread notifications** - **Show read notifications** - **Show starred notifications** - **Filters** - **Export 0 rows to CSV** - **Notification** - **Received** - **Status** - **Starred** - **Rows per page — currently 20** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Read state | No | combobox | `Any read state` | | Star | No | combobox | `Any star` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/driver/notifications/state-dropdown-status.jpg)
Error state ![error state](/shots/driver/notifications/state-error.jpg)
Loading state ![loading state](/shots/driver/notifications/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/driver/notifications/state-popover-guide.jpg)
Last updated 2026-10-27 --- --- title: "Trip" description: "On the road \u00b7 /driver/on-the-road" --- **Module:** On the road · **For:** Drivers · **Page address:** `/driver/on-the-road` ## How to get there On the Road → Trip Overview ## Who can use this page Needs: **View** permission on the **Road tools** module. Drivers use their own personal account; the company seat rules do not apply here. ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Export | Export on Road tools | Manage also grants it | ## What this page tells you > You have no load in progress right now. When dispatch assigns one — or you book and start a load — your live trip, stops, and check-call actions appear here. > When a load is live, the reference, corridor, status, and posted ETA appear here. > When dispatch publishes stop rows — or a live load supplies pickup and delivery — progress appears here. ![Trip](/shots/driver/on-the-road/page.jpg) ## What you see - Active trip - Stop progress - No stops on this trip yet - Recent road events - Recent road events - Stop list - Turn-by-turn - Jump to ## Table columns When · Type · Summary · Status ## Tabs - **Manifest 0** - **Map**
Tab: Manifest0 ![Manifest0 tab](/shots/driver/on-the-road/tab-0-Manifest0.jpg)
Tab: Map ![Map tab](/shots/driver/on-the-road/tab-1-Map.jpg)
Tab: First page ![First page tab](/shots/driver/on-the-road/tab-2-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/driver/on-the-road/tab-3-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/driver/on-the-road/tab-4-Page-1.jpg)
Tab: Last page 1 ![Last page 1 tab](/shots/driver/on-the-road/tab-6-Last-page-1-.jpg)
## What you can do - **Refresh preview** - **Export** - **How this works** - **Active load details** - **Open stops and ETAs** - **Filters** - **When** - **Type** - **Summary** - **Status** - **Rows per page — currently 10** ## When there is nothing to show - "- heading "No stops on this trip yet" [level=3]" - "- row "No road events yet No check calls or trip reports yet for this cab.":" - "- cell "No road events yet No check calls or trip reports yet for this cab.":" - "No road events yet" ## Loading, empty and error states
Empty state ![empty state](/shots/driver/on-the-road/state-empty.jpg)
Loading state ![loading state](/shots/driver/on-the-road/state-loading.jpg)
Tooltip state ![tooltip state](/shots/driver/on-the-road/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Equipment availability" description: "On the road \u00b7 /driver/on-the-road/equipment-availability" --- **Module:** On the road · **For:** Drivers · **Page address:** `/driver/on-the-road/equipment-availability` ## How to get there On the Road → Trip Overview → Equipment Availability ## Who can use this page Needs: **View** permission on the **Road tools** module. Drivers use their own personal account; the company seat rules do not apply here. ## What this page tells you > Freshness window 15 min — an older fix is shown as “unknown (stale)” with its position withheld. Live tracking from Samsara or LinkSlate is not switched on yet; until it is, no row here is a real truck position. ![Equipment availability](/shots/driver/on-the-road__equipment-availability/page.jpg) ## What you can do - **How this works** ## Loading, empty and error states
Error state ![error state](/shots/driver/on-the-road__equipment-availability/state-error.jpg)
Loading state ![loading state](/shots/driver/on-the-road__equipment-availability/state-loading.jpg)
Tooltip state ![tooltip state](/shots/driver/on-the-road__equipment-availability/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Issue details" description: "On the road \u00b7 /driver/on-the-road/issues/:id" --- **Module:** On the road · **For:** Drivers · **Page address:** `/driver/on-the-road/issues/:id` ## How to get there On the Road → Report Delay or Issue → (a record) ## Who can use this page Needs: **View** permission on the **Road tools** module. Drivers use their own personal account; the company seat rules do not apply here. ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Delete | Delete on Road tools | Must be granted on its own (not part of Manage) | ## What this page tells you > Denton dock delay 202609162335 — resolved > No extra detail was added to this report. > Filed to your carrier, broker and shipper when it was submitted. Their reply, if any, appears as a status change on this report. ![Issue details](/shots/driver/on-the-road__issues__id/page.jpg) ## What you can do - **How this works** - **View load** - **Delete** ## Loading, empty and error states
Error state ![error state](/shots/driver/on-the-road__issues__id/state-error.jpg)
Loading state ![loading state](/shots/driver/on-the-road__issues__id/state-loading.jpg)
Tooltip state ![tooltip state](/shots/driver/on-the-road__issues__id/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Edit issue" description: "On the road \u00b7 /driver/on-the-road/issues/:id/edit" --- **Module:** On the road · **For:** Drivers · **Page address:** `/driver/on-the-road/issues/:id/edit` ## How to get there On the Road → Report Delay or Issue → (a record) → Edit ## Who can use this page Needs: **Edit** permission on the **Road tools** module. Drivers use their own personal account; the company seat rules do not apply here. ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Delete on Road tools | Must be granted on its own (not part of Manage) | | Save changes | Edit on Road tools | Manage also grants it | ![Edit issue](/shots/driver/on-the-road__issues__id__edit/page.jpg) ## What you see - Report - On record - What happened - Trip report — Editing - Denton dock delay 202609162335 — resolved ## What you can do - **Cancel** - **Save changes** - **Hide preview** - **View & edit** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Title | Yes | textbox | `Denton dock delay 202609162335 — resolve` | | Severity | Yes | combobox | `High` | | Status | No | combobox | `Open` | | What’s going on? | No | textbox | | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/driver/on-the-road__issues__id__edit/state-dropdown-status.jpg)
Error state ![error state](/shots/driver/on-the-road__issues__id__edit/state-error.jpg)
Loading state ![loading state](/shots/driver/on-the-road__issues__id__edit/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/driver/on-the-road__issues__id__edit/state-popover-guide.jpg)
Last updated 2026-10-27 --- --- title: "Settlements" description: "Pay \u00b7 /driver/pay" --- **Module:** Pay · **For:** Drivers · **Page address:** `/driver/pay` ## How to get there Pay & Earnings → Pay ## Who can use this page Needs: **View** permission on the **Financials** module. Drivers use their own personal account; the company seat rules do not apply here. ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Export 0 rows to CSV | Export on Financials | Manage also grants it | ## What this page tells you > Your weekly settlements will appear here once your carrier records them for completed loads. ![Settlements](/shots/driver/pay/page.jpg) ## What you see - Settlements ## Table columns Settlement # · Settlement Week · Issued · Gross · Net Pay · Payment ## Tabs - **Pay Overview** - **Pay** - **Rates & Bonuses** - **Settlement** - **Pay stub** - **Deductions** - **Tax forms**
Tab: Pay Overview ![Pay Overview tab](/shots/driver/pay/tab-0-Pay-Overview.jpg)
Tab: Pay ![Pay tab](/shots/driver/pay/tab-1-Pay.jpg)
Tab: Next page ![Next page tab](/shots/driver/pay/tab-10-Next-page.jpg)
Tab: Rates Bonuses ![Rates Bonuses tab](/shots/driver/pay/tab-2-Rates-Bonuses.jpg)
Tab: Settlement ![Settlement tab](/shots/driver/pay/tab-3-Settlement.jpg)
Tab: Pay stub ![Pay stub tab](/shots/driver/pay/tab-4-Pay-stub.jpg)
## What you can do - **Show amounts** - **How this works** - **Filters** - **Export 0 rows to CSV** - **Settlement week** - **Issued** - **Gross** - **Net pay** - **Payment** - **Rows per page — currently 10** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Payment | No | combobox | `Any payment` | ## When there is nothing to show - "- row "No settlements yet Your weekly settlements will appear here once your carrier records them for completed loads.":" - "- cell "No settlements yet Your weekly settlements will appear here once your carrier records them for completed loads.":" - "No settlements yet" ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/driver/pay/state-dropdown-status.jpg)
Empty state ![empty state](/shots/driver/pay/state-empty.jpg)
Error state ![error state](/shots/driver/pay/state-error.jpg)
Loading state ![loading state](/shots/driver/pay/state-loading.jpg)
Last updated 2026-10-27 --- --- title: "Pay Overview" description: "Pay \u00b7 /driver/pay/overview" --- **Module:** Pay · **For:** Drivers · **Page address:** `/driver/pay/overview` ## How to get there Pay & Earnings → Pay Overview ## Who can use this page Needs: **View** permission on the **Financials** module. Drivers use their own personal account; the company seat rules do not apply here. ## What this page tells you > Your weekly settlements appear here once your carrier records them for completed loads. > Your weekly settlements appear here once your carrier records them for completed loads. > Period statements appear here when your carrier publishes a stub for a settlement. ![Pay Overview](/shots/driver/pay__overview/page.jpg) ## What you see - No settlements yet - Recent settlements - No settlements yet - Pay stubs - No pay stubs yet - Deductions - No deduction lines on this check - Tax forms ## Tabs - **Pay Overview** - **Pay** - **Rates & Bonuses**
Tab: Pay Overview ![Pay Overview tab](/shots/driver/pay__overview/tab-0-Pay-Overview.jpg)
Tab: Pay ![Pay tab](/shots/driver/pay__overview/tab-1-Pay.jpg)
Tab: Rates Bonuses ![Rates Bonuses tab](/shots/driver/pay__overview/tab-2-Rates-Bonuses.jpg)
## What you can do - **Show amounts** - **How this works** ## When there is nothing to show - "- heading "No settlements yet" [level=3]" - "- heading "No pay stubs yet" [level=3]" ## Loading, empty and error states
Empty state ![empty state](/shots/driver/pay__overview/state-empty.jpg)
Loading state ![loading state](/shots/driver/pay__overview/state-loading.jpg)
Tooltip state ![tooltip state](/shots/driver/pay__overview/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "W9" description: "Pay \u00b7 /driver/pay/tax/w9" --- **Module:** Pay · **For:** Drivers · **Page address:** `/driver/pay/tax/w9` ## Who can use this page Needs: **View** permission on the **Financials** module. Drivers use their own personal account; the company seat rules do not apply here. ![W9](/shots/driver/pay__tax__w9/page.jpg) ## Loading, empty and error states
Loading state ![loading state](/shots/driver/pay__tax__w9/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/driver/pay__tax__w9/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/driver/pay__tax__w9/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Scorecard" description: "Performance \u00b7 /driver/performance" --- **Module:** Performance · **For:** Drivers · **Page address:** `/driver/performance` ## How to get there Scorecard & Activity → Scorecard ## Who can use this page Needs: **View** permission on the **Reports** module. Drivers use their own personal account; the company seat rules do not apply here. ## What this page tells you > Compared with the previous 90 days (Apr 30 – Jul 29) · Updated Oct 27, 1:35 AM > Needs 5 scored items before a score shows > Needs 5 scored pickups — 0 so far · target ≥95% ![Scorecard](/shots/driver/performance/page.jpg) ## What you see - Loads delivered - Miles driven - On-time delivery trend - Delivery outcomes - Reliability vs target - Check calls and status updates by milestone - Document turnaround - Loads by status - Issues you reported - Safety and hours of service ## Tabs - **Scorecard** - **Activity History**
Tab: Scorecard ![Scorecard tab](/shots/driver/performance/tab-0-Scorecard.jpg)
Tab: Activity History ![Activity History tab](/shots/driver/performance/tab-1-Activity-History.jpg)
Tab: First page ![First page tab](/shots/driver/performance/tab-2-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/driver/performance/tab-3-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/driver/performance/tab-4-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/driver/performance/tab-5-Next-page.jpg)
## What you can do - **How scores are calculated** - **Refresh** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Scorecard period | No | combobox | `Last 90 days` | ## When there is nothing to show - "no scored pickups in this period. Show the loads behind it."': On-time pickup — No scored pickups yet" - "no scored deliveries in this period. Show the loads behind it."': On-time delivery — No scored deliveries yet" - "no scored updates in this period. Show the loads behind it."': Update compliance — No scored updates yet" - "no scored PODs in this period. Show the loads behind it."': Document turnaround — No scored PODs yet" ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/driver/performance/state-dropdown-status.jpg)
Empty state ![empty state](/shots/driver/performance/state-empty.jpg)
Error state ![error state](/shots/driver/performance/state-error.jpg)
Loading state ![loading state](/shots/driver/performance/state-loading.jpg)
Last updated 2026-10-27 --- --- title: "Rates & bonuses" description: "Pay \u00b7 /driver/rates" --- **Module:** Pay · **For:** Drivers · **Page address:** `/driver/rates` ## How to get there Pay & Earnings → Rates & Bonuses ## Who can use this page Needs: **View** permission on the **Financials** module. Drivers use their own personal account; the company seat rules do not apply here. ## What this page tells you > Your mileage rate, accessorial schedule, and fuel surcharge appear here once your carrier publishes a real employee rate card. Placeholder or invented figures are never shown. Until then, use Pay to confirm you were paid correctly for your time. > Your carrier’s payroll team is the source of truth for your rate, accessorials, bonuses and corrections. ![Rates & bonuses](/shots/driver/rates/page.jpg) ## What you see - Employee rate card not published - Rate card not published yet - Questions about pay? ## Tabs - **Pay Overview** - **Pay** - **Rates & Bonuses**
Tab: Pay Overview ![Pay Overview tab](/shots/driver/rates/tab-0-Pay-Overview.jpg)
Tab: Pay ![Pay tab](/shots/driver/rates/tab-1-Pay.jpg)
Tab: Rates Bonuses ![Rates Bonuses tab](/shots/driver/rates/tab-2-Rates-Bonuses.jpg)
## What you can do - **Refresh** ## Loading, empty and error states
Error state ![error state](/shots/driver/rates/state-error.jpg)
Loading state ![loading state](/shots/driver/rates/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/driver/rates/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/driver/rates/state-tooltip.jpg)
Last updated 2026-10-26 --- --- title: "Report details" description: "Performance \u00b7 /driver/reports/:reportId" --- **Module:** Performance · **For:** Drivers · **Page address:** `/driver/reports/:reportId` ## How to get there Reports → All Reports ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. Drivers use their own personal account; the company seat rules do not apply here. ![Report details](/shots/driver/reports__reportId/page.jpg) ## What you see - Reports ## Table columns Report · Domain · Group · Category · Measures · Data · Favourite ## Tabs - **All reports 21** - **Generate Report**
Tab: All reports21 ![All reports21 tab](/shots/driver/reports__reportId/tab-0-All-reports21.jpg)
Tab: Generate Report ![Generate Report tab](/shots/driver/reports__reportId/tab-1-Generate-Report.jpg)
Tab: First page ![First page tab](/shots/driver/reports__reportId/tab-2-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/driver/reports__reportId/tab-3-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/driver/reports__reportId/tab-4-Page-1.jpg)
Tab: Page 2 ![Page 2 tab](/shots/driver/reports__reportId/tab-5-Page-2.jpg)
## What you can do - **Refresh** - **How this works** - **Reports 21 Published to your role** - **Favorites 0 Starred in this browser** - **Recent 0 Opened, most recent first** - **No data source 2 Each one says what data it needs** - **Filters** - **Report** - **Domain** - **Group** - **Category** - **Data** - **Favourite** ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/driver/reports__reportId/state-dropdown-status.jpg)
Empty state ![empty state](/shots/driver/reports__reportId/state-empty.jpg)
Error state ![error state](/shots/driver/reports__reportId/state-error.jpg)
Loading state ![loading state](/shots/driver/reports__reportId/state-loading.jpg)
Last updated 2026-10-26 --- --- title: "Report Catalog" description: "Performance \u00b7 /driver/reports/catalog" --- **Module:** Performance · **For:** Drivers · **Page address:** `/driver/reports/catalog` ## How to get there Reports → All Reports ## Who can use this page Needs: **View** permission on the **Reports** module. Drivers use their own personal account; the company seat rules do not apply here. ![Report Catalog](/shots/driver/reports__catalog/page.jpg) ## What you see - Reports ## Table columns Report · Domain · Group · Category · Measures · Data · Favourite ## Tabs - **All reports 21** - **Generate Report**
Tab: All reports21 ![All reports21 tab](/shots/driver/reports__catalog/tab-0-All-reports21.jpg)
Tab: Generate Report ![Generate Report tab](/shots/driver/reports__catalog/tab-1-Generate-Report.jpg)
Tab: First page ![First page tab](/shots/driver/reports__catalog/tab-2-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/driver/reports__catalog/tab-3-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/driver/reports__catalog/tab-4-Page-1.jpg)
Tab: Page 2 ![Page 2 tab](/shots/driver/reports__catalog/tab-5-Page-2.jpg)
## What you can do - **Refresh** - **How this works** - **Reports 21 Published to your role** - **Favorites 0 Starred in this browser** - **Recent 0 Opened, most recent first** - **No data source 2 Each one says what data it needs** - **Filters** - **Report** - **Domain** - **Group** - **Category** - **Data** - **Favourite** ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/driver/reports__catalog/state-dropdown-status.jpg)
Empty state ![empty state](/shots/driver/reports__catalog/state-empty.jpg)
Error state ![error state](/shots/driver/reports__catalog/state-error.jpg)
Loading state ![loading state](/shots/driver/reports__catalog/state-loading.jpg)
Last updated 2026-10-27 --- --- title: "Account" description: "Settings & help \u00b7 /driver/settings/account" --- **Module:** Settings & help · **For:** Drivers · **Page address:** `/driver/settings/account` ## How to get there Settings → Profile ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. Drivers use their own personal account; the company seat rules do not apply here. ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Any signed-in member | Must be granted on its own (not part of Manage) | | Save changes | Any signed-in member | Manage also grants it | | Change photo | Any signed-in member | Manage also grants it | | Export 0 rows to CSV | Any signed-in member | Manage also grants it | | File | Any signed-in member | Manage also grants it | | Request Owner-operator access | Any signed-in member | Manage also grants it | | Change password | Any signed-in member | Manage also grants it | ## What this page tells you > Your carrier has not uploaded any license or credential documents for you yet. > You haven't asked for another capability. Requests you send appear here with the admin's answer. > An admin reviews this. Tell them why in a line or two — optional, but it gets answered faster. ![Account](/shots/driver/settings__account/page.jpg) ## What you see - Your details - Sign-in identity - Profile photo - Language & display - Roster & license - License & carrier documents - Portals & capabilities - Portals you can open today - Your capability requests - Signing in - Privacy - Session - Active sessions ## Table columns Document · File · Status · Session · Signed In · Expires · Event · Detail · When
Tab: First page ![First page tab](/shots/driver/settings__account/tab-0-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/driver/settings__account/tab-1-Previous-page.jpg)
Tab: Previous page ![Previous page tab](/shots/driver/settings__account/tab-11-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/driver/settings__account/tab-12-Page-1.jpg)
Tab: Page 2 ![Page 2 tab](/shots/driver/settings__account/tab-13-Page-2.jpg)
Tab: Next page ![Next page tab](/shots/driver/settings__account/tab-14-Next-page.jpg)
## What you can do - **How this works** - **Cancel** - **Save changes** - **Hide preview** - **Change photo** - **Device preferences** - **Notifications** - **Filters** - **Export 0 rows to CSV** - **Document** - **File** - **Status** - **Rows per page — currently 20** - **Request Owner-operator access** - **Change password** - **Show current password** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Last name | No | textbox | `Driver` | | Job title | No | textbox | `Line-haul driver 202609162333` | | Department | No | textbox | `TRUCK` | | Display language | No | combobox | `English` | | Display density | No | combobox | `Comfortable` | | Status | No | combobox | `Any status` | | Ask for Owner-operator access | No | textbox | `e.g. I run my own truck and also drive i` | | Authenticator (TOTP) | No | checkbox | | | Current password | No | textbox | | | New password | No | textbox | | | Confirm new password | No | textbox | | | Profile visibility | No | combobox | `Company Only` | | Show online status | No | checkbox | | | Allow direct messages | No | checkbox | | | Auto logout on inactivity | No | checkbox | | | Login alerts | No | checkbox | | | Remember this device | No | checkbox | | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/driver/settings__account/state-dropdown-status.jpg)
Empty state ![empty state](/shots/driver/settings__account/state-empty.jpg)
Error state ![error state](/shots/driver/settings__account/state-error.jpg)
Loading state ![loading state](/shots/driver/settings__account/state-loading.jpg)
Last updated 2026-10-27 --- --- title: "Company" description: "Settings & help \u00b7 /driver/settings/company" --- **Module:** Settings & help · **For:** Drivers · **Page address:** `/driver/settings/company` ## How to get there Settings → Company ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. Drivers use their own personal account; the company seat rules do not apply here. ## What this page tells you > Read-only here — your company admin edits these details. > Dates and times across your workspace show in this time zone. Pickup, delivery and appointment times keep the time zone of their location. > Your company’s currency. Amounts are not converted, and existing records keep their own currency. ![Company](/shots/driver/settings__company/page.jpg) ## What you see - Identity - Grennex Demo Carrier - Localization - Admin-only settings ## Tabs - **Profile** - **Authority** - **Location** - **Membership** - **Link requests**
Tab: Profile ![Profile tab](/shots/driver/settings__company/tab-0-Profile.jpg)
Tab: Authority ![Authority tab](/shots/driver/settings__company/tab-1-Authority.jpg)
Tab: Location ![Location tab](/shots/driver/settings__company/tab-2-Location.jpg)
Tab: Membership ![Membership tab](/shots/driver/settings__company/tab-3-Membership.jpg)
Tab: Link requests ![Link requests tab](/shots/driver/settings__company/tab-4-Link-requests.jpg)
## What you can do - **How this works** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Time zone | No | combobox | `Central Time — Chicago (default)` | | Currency | Yes | combobox | `USD — US Dollar` | ## Loading, empty and error states
Error state ![error state](/shots/driver/settings__company/state-error.jpg)
Loading state ![loading state](/shots/driver/settings__company/state-loading.jpg)
Tooltip state ![tooltip state](/shots/driver/settings__company/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Help" description: "Settings & help \u00b7 /driver/settings/help" --- **Module:** Settings & help · **For:** Drivers · **Page address:** `/driver/settings/help` ## How to get there Help → Help Center ## Who can use this page Needs: **View** permission on the **Help** module. Drivers use their own personal account; the company seat rules do not apply here. ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | New ticket | Create on Help | Manage also grants it | | Export 12 rows to CSV | Export on Help | Manage also grants it | ![Help](/shots/driver/settings__help/page.jpg) ## What you see - Help library ## Table columns Title · Type · Category · Source · Views · Updated ## Tabs - **Help Center** - **Guides**
Tab: Help Center ![Help Center tab](/shots/driver/settings__help/tab-0-Help-Center.jpg)
Tab: Guides ![Guides tab](/shots/driver/settings__help/tab-1-Guides.jpg)
Tab: First page ![First page tab](/shots/driver/settings__help/tab-2-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/driver/settings__help/tab-3-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/driver/settings__help/tab-4-Page-1.jpg)
Tab: Page 2 ![Page 2 tab](/shots/driver/settings__help/tab-5-Page-2.jpg)
## What you can do - **How this works** - **New ticket** - **Articles 3 Knowledge base** - **Guide topics 4 Your portal guide** - **Filters** - **Export 12 rows to CSV** - **Title** - **Type** - **Category** - **Source** - **Views** - **Updated** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Type | No | combobox | `Any type` | | Category | No | combobox | `Any category` | ## Loading, empty and error states
Loading state ![loading state](/shots/driver/settings__help/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/driver/settings__help/state-popover-guide.jpg)
Rowmenu state ![rowmenu state](/shots/driver/settings__help/state-rowmenu.jpg)
Tooltip state ![tooltip state](/shots/driver/settings__help/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Menu & Modules" description: "Settings & help \u00b7 /driver/settings/modules" --- **Module:** Settings & help · **For:** Drivers · **Page address:** `/driver/settings/modules` ## How to get there Settings → Menu & Modules ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. Drivers use their own personal account; the company seat rules do not apply here. ## What this page tells you > Nothing on this screen is sold as an add-on today — every menu item ships with the product. What your workspace is offered is granted by the platform; anything withdrawn appears here as a locked row rather than disappearing. ![Menu & Modules](/shots/driver/settings__modules/page.jpg) ## What you see - Top level - On the Road - Dispatch - Messaging - Road Services - Hours & Compliance - Pay & Earnings - Documents - Equipment - Scorecard & Activity - Reports - Claims - Help - Settings & account ## What you can do - **How this works** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Find a menu item | No | textbox | | | On the Road — show this whole group in the menu | No | switch | | | Dispatch — show this whole group in the menu | No | switch | | | Messaging — show this whole group in the menu | No | switch | | | Road Services — show this whole group in the menu | No | switch | | | Hours & Compliance — show this whole group in the menu | No | switch | | | Pay & Earnings — show this whole group in the menu | No | switch | | | Documents — show this whole group in the menu | No | switch | | | Equipment — show this whole group in the menu | No | switch | | | Scorecard & Activity — show this whole group in the menu | No | switch | | | Reports — show this whole group in the menu | No | switch | | | Claims — show this whole group in the menu | No | switch | | | Help — show this whole group in the menu | No | switch | | ## Loading, empty and error states
Loading state ![loading state](/shots/driver/settings__modules/state-loading.jpg)
Tooltip state ![tooltip state](/shots/driver/settings__modules/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Notifications" description: "Settings & help \u00b7 /driver/settings/notifications" --- **Module:** Settings & help · **For:** Drivers · **Page address:** `/driver/settings/notifications` ## How to get there Settings → Notifications ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. Drivers use their own personal account; the company seat rules do not apply here. ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Cancel | Any signed-in member | Must be granted on its own (not part of Manage) | | Save changes | Any signed-in member | Manage also grants it | ## What this page tells you > In-app notifications are on by default. Email, SMS and push are off until you opt in — turn on only the channels you want. Email goes to d•••••@grennex.io; SMS goes to no number on file — add a verified number. ![Notifications](/shots/driver/settings__notifications/page.jpg) ## What you see - Channels by event - Notifications card — Saved - How you are reached ## What you can do - **How this works** - **Cancel** - **Discard changes** - **Save changes** - **Hide preview** - **Enable all** - **Disable all** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Dispatch & assignment — In-app notifications | No | checkbox | | | Dispatch & assignment — Email notifications | No | checkbox | | | Dispatch & assignment — SMS notifications | No | checkbox | | | Dispatch & assignment — Push notifications | No | checkbox | | | Dispatch & assignment — delivery | No | combobox | `Daily digest` | | Payments & settlements — In-app notifications | No | checkbox | | | Payments & settlements — Email notifications | No | checkbox | | | Payments & settlements — SMS notifications | No | checkbox | | | Payments & settlements — Push notifications | No | checkbox | | | Payments & settlements — delivery | No | combobox | `Immediate` | | ETA delays & location — In-app notifications | No | checkbox | | | ETA delays & location — Email notifications | No | checkbox | | | ETA delays & location — SMS notifications | No | checkbox | | | ETA delays & location — Push notifications | No | checkbox | | | ETA delays & location — delivery | No | combobox | `Immediate` | | Compliance & credentials — In-app notifications | No | checkbox | | | Compliance & credentials — Email notifications | No | checkbox | | | Compliance & credentials — SMS notifications | No | checkbox | | | Compliance & credentials — Push notifications | No | checkbox | | | Compliance & credentials — delivery | No | combobox | `Immediate` | ## Loading, empty and error states
Empty state ![empty state](/shots/driver/settings__notifications/state-empty.jpg)
Error state ![error state](/shots/driver/settings__notifications/state-error.jpg)
Loading state ![loading state](/shots/driver/settings__notifications/state-loading.jpg)
Tooltip state ![tooltip state](/shots/driver/settings__notifications/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Preferences" description: "Settings & help \u00b7 /driver/settings/preferences" --- **Module:** Settings & help · **For:** Drivers · **Page address:** `/driver/settings/preferences` ## How to get there Settings → Preferences ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. Drivers use their own personal account; the company seat rules do not apply here. ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Save preferences | Any signed-in member | Manage also grants it | ![Preferences](/shots/driver/settings__preferences/page.jpg) ## What you see - Display & actions ## What you can do - **How this works** - **Reset to default** - **Save preferences** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Confirm actions with haptics (mobile) | No | switch | | | Compact tables | No | switch | | ## Loading, empty and error states
Loading state ![loading state](/shots/driver/settings__preferences/state-loading.jpg)
Tooltip state ![tooltip state](/shots/driver/settings__preferences/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Profile overview" description: "Settings & help \u00b7 /driver/settings/profile" --- **Module:** Settings & help · **For:** Drivers · **Page address:** `/driver/settings/profile` ## How to get there Settings → Profile ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. Drivers use their own personal account; the company seat rules do not apply here. ### Actions on this page and the permission each needs | Action | Permission | Notes | |---|---|---| | Edit | Any signed-in member | Manage also grants it | ## What this page tells you > Your carrier has not recorded your CDL, medical card or endorsements yet. Ask your carrier admin to add them. ![Profile overview](/shots/driver/settings__profile/page.jpg) ## What you see - Identity - Contact & license - Address & employment (carrier record) - Compliance (carrier record) - No compliance record on file - Assigned vehicle ## What you can do - **How this works** - **Edit** ## Loading, empty and error states
Empty state ![empty state](/shots/driver/settings__profile/state-empty.jpg)
Error state ![error state](/shots/driver/settings__profile/state-error.jpg)
Loading state ![loading state](/shots/driver/settings__profile/state-loading.jpg)
Tooltip state ![tooltip state](/shots/driver/settings__profile/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Users" description: "Settings & help \u00b7 /driver/settings/team" --- **Module:** Settings & help · **For:** Drivers · **Page address:** `/driver/settings/team` ## How to get there Settings → Users ## Who can use this page Needs: No module permission: every signed-in member of the company can open it. Drivers use their own personal account; the company seat rules do not apply here. ## What this page tells you > A User-role teammate cannot invite; Admin and above can send setup links. ![Users](/shots/driver/settings__team/page.jpg) ## What you see - Members - Roles on this portal ## Table columns Member · Email · Department · Role · Status ## Tabs - **Members** - **Invitations**
Tab: Members ![Members tab](/shots/driver/settings__team/tab-0-Members.jpg)
Tab: Invitations ![Invitations tab](/shots/driver/settings__team/tab-1-Invitations.jpg)
Tab: First page ![First page tab](/shots/driver/settings__team/tab-2-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/driver/settings__team/tab-3-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/driver/settings__team/tab-4-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/driver/settings__team/tab-5-Next-page.jpg)
## What you can do - **How this works** - **Refresh** - **Filters** - **Member** - **Email** - **Department** - **Role** - **Status** - **Rows per page — currently 10** ## Loading, empty and error states
Error state ![error state](/shots/driver/settings__team/state-error.jpg)
Loading state ![loading state](/shots/driver/settings__team/state-loading.jpg)
Rowmenu state ![rowmenu state](/shots/driver/settings__team/state-rowmenu.jpg)
Tooltip state ![tooltip state](/shots/driver/settings__team/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "HOS Coercion (\u00a7390.6)" description: "Road tools \u00b7 /driver/tools/coercion-report" --- **Module:** Road tools · **For:** Drivers · **Page address:** `/driver/tools/coercion-report` ## How to get there Road Services → Coercion Report ## Who can use this page Needs: **View** permission on the **Road tools** module. Drivers use their own personal account; the company seat rules do not apply here. ## What this page tells you > The FMCSA §390.6 anti-coercion control is quarantined behind a subject-matter-expert sign-off and is hidden in this environment. It is enabled for SME / internal review only. > Coercing a driver to operate in violation of the hours-of-service rules is prohibited by federal law — 49 CFR §390.6. The procedure for reporting coercion is defined at §386.12(c). > If you have been pressured to drive against your HOS limits, contact your safety or compliance team directly until this reporting surface is enabled. ![HOS Coercion (§390.6)](/shots/driver/tools__coercion-report/page.jpg) ## What you see - Coercion reporting is not available here ## Loading, empty and error states
Error state ![error state](/shots/driver/tools__coercion-report/state-error.jpg)
Loading state ![loading state](/shots/driver/tools__coercion-report/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/driver/tools__coercion-report/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/driver/tools__coercion-report/state-tooltip.jpg)
Last updated 2026-10-26 --- --- title: "Find Places" description: "Road tools \u00b7 /driver/tools/find" --- **Module:** Road tools · **For:** Drivers · **Page address:** `/driver/tools/find` ## How to get there Road Services → Find Places ## Who can use this page Needs: **View** permission on the **Road tools** module. Drivers use their own personal account; the company seat rules do not apply here. ## What this page tells you > No places found in this area. Try the quick links below or refresh. > Always confirm hours, truck access, height and weight limits and availability on site before you rely on a stop. ![Find Places](/shots/driver/tools__find/page.jpg) ## What you see - Quick find - Roadside places - No saved locations - Near you - Nothing found nearby - Open in Maps ## What you can do - **Roadside places** - **Near you** - **Open in Maps** - **How this works** - **More actions** - **All** - **Fuel** - **Parking** - **Weigh Stations** - **Repair** - **Food** - **Hotels** - **Clinics** - **Rest Areas** - **Refresh map** - **Filters** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Manual search places | No | textbox | `Filter list by name or address…` | ## When there is nothing to show - "No place directory is connected yet." - "No places found in this area. Try the quick links below or refresh." ## Loading, empty and error states
Empty state ![empty state](/shots/driver/tools__find/state-empty.jpg)
Error state ![error state](/shots/driver/tools__find/state-error.jpg)
Loading state ![loading state](/shots/driver/tools__find/state-loading.jpg)
Tooltip state ![tooltip state](/shots/driver/tools__find/state-tooltip.jpg)
Last updated 2026-10-26 --- --- title: "Rest & hours" description: "Road tools \u00b7 /driver/tools/rest-breaks" --- **Module:** Road tools · **For:** Drivers · **Page address:** `/driver/tools/rest-breaks` ## How to get there Road Services → Rest Breaks ## Who can use this page Needs: **View** permission on the **Road tools** module. Drivers use their own personal account; the company seat rules do not apply here. ## What this page tells you > The break timer and hours-of-service quick reference are not available in this build. Use your ELD as the legal record of duty status and follow your carrier and FMCSA rules. > Every hours figure below is blank on purpose — Grennex has no source for it. > What you would sign or file about your duty time, and where each one stands. ![Rest & hours](/shots/driver/tools__rest-breaks/page.jpg) ## What you see - Hours-of-service tools are not available - What Grennex does not show - The hours forms - Where to go ## Loading, empty and error states
Empty state ![empty state](/shots/driver/tools__rest-breaks/state-empty.jpg)
Loading state ![loading state](/shots/driver/tools__rest-breaks/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/driver/tools__rest-breaks/state-popover-guide.jpg)
Tooltip state ![tooltip state](/shots/driver/tools__rest-breaks/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "Weather" description: "Road tools \u00b7 /driver/tools/weather" --- **Module:** Road tools · **For:** Drivers · **Page address:** `/driver/tools/weather` ## How to get there Road Services → Weather ## Who can use this page Needs: **View** permission on the **Road tools** module. Drivers use their own personal account; the company seat rules do not apply here. ## What this page tells you > Feels like 68°F · Wind 5 mph, gusts 7 mph > Live Open-Meteo. Field-welfare weather for the cab — not HOS, ELD, fatigue, or a safety score. Confirm conditions on the road. ![Weather](/shots/driver/tools__weather/page.jpg) ## What you see - Next 24 hours - 7-day outlook - Weather along your route - Corridor perspectives ## What you can do - **Month view** - **How this works** - **Refresh** - **Fahrenheit** - **Celsius** ## Loading, empty and error states
Error state ![error state](/shots/driver/tools__weather/state-error.jpg)
Loading state ![loading state](/shots/driver/tools__weather/state-loading.jpg)
Tooltip state ![tooltip state](/shots/driver/tools__weather/state-tooltip.jpg)
Last updated 2026-10-26 --- --- title: "Calendar" description: "Road tools \u00b7 /driver/tools/weather/calendar" --- **Module:** Road tools · **For:** Drivers · **Page address:** `/driver/tools/weather/calendar` ## Who can use this page Needs: **View** permission on the **Road tools** module. Drivers use their own personal account; the company seat rules do not apply here. ![Calendar](/shots/driver/tools__weather__calendar/page.jpg) ## Loading, empty and error states
Error state ![error state](/shots/driver/tools__weather__calendar/state-error.jpg)
Loading state ![loading state](/shots/driver/tools__weather__calendar/state-loading.jpg)
Tooltip state ![tooltip state](/shots/driver/tools__weather__calendar/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "DEMO-TR-201" description: "Truck & equipment \u00b7 /driver/trailer" --- **Module:** Truck & equipment · **For:** Drivers · **Page address:** `/driver/trailer` ## How to get there Equipment → Trailer ## Who can use this page Needs: **View** permission on the **Fleet** module. Drivers use their own personal account; the company seat rules do not apply here. ![DEMO-TR-201](/shots/driver/trailer/page.jpg) ## What you see - Trailer attributes ## Tabs - **Overview** - **Documents**
Tab: Overview ![Overview tab](/shots/driver/trailer/tab-0-Overview.jpg)
Tab: Documents ![Documents tab](/shots/driver/trailer/tab-1-Documents.jpg)
Tab: First page ![First page tab](/shots/driver/trailer/tab-2-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/driver/trailer/tab-3-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/driver/trailer/tab-4-Page-1.jpg)
Tab: Next page ![Next page tab](/shots/driver/trailer/tab-5-Next-page.jpg)
## What you can do - **How this works** - **Refresh** - **Open truck** - **Filters** - **Table view** - **Rows per page — currently 25** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Section | No | combobox | `Any section` | | Value | No | combobox | `Any value` | ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/driver/trailer/state-dropdown-status.jpg)
Error state ![error state](/shots/driver/trailer/state-error.jpg)
Loading state ![loading state](/shots/driver/trailer/state-loading.jpg)
Tooltip state ![tooltip state](/shots/driver/trailer/state-tooltip.jpg)
Last updated 2026-10-27 --- --- title: "TRK-001" description: "Truck & equipment \u00b7 /driver/truck" --- **Module:** Truck & equipment · **For:** Drivers · **Page address:** `/driver/truck` ## How to get there Equipment → Truck ## Who can use this page Needs: **View** permission on the **Fleet** module. Drivers use their own personal account; the company seat rules do not apply here. ![TRK-001](/shots/driver/truck/page.jpg) ## What you see - Truck attributes ## Table columns Section · Field · Value ## Tabs - **Overview** - **Documents** - **Maintenance**
Tab: Overview ![Overview tab](/shots/driver/truck/tab-0-Overview.jpg)
Tab: Documents ![Documents tab](/shots/driver/truck/tab-1-Documents.jpg)
Tab: Maintenance ![Maintenance tab](/shots/driver/truck/tab-2-Maintenance.jpg)
Tab: First page ![First page tab](/shots/driver/truck/tab-3-First-page.jpg)
Tab: Previous page ![Previous page tab](/shots/driver/truck/tab-4-Previous-page.jpg)
Tab: Page 1 ![Page 1 tab](/shots/driver/truck/tab-5-Page-1.jpg)
## What you can do - **Filters** - **Table view** - **Refresh** - **Rows per page — currently 25** ## Fields | Field | Required | Type | Example | |---|---|---|---| | Section | No | combobox | `Any section` | | Value | No | combobox | `Any value` | ## When there is nothing to show - "Odometer — No reading recorded Fuel efficiency 6.5 MPG Last inspection — No annual inspection recorded in GRENNEX" ## Loading, empty and error states
Dropdown-Status state ![dropdown-status state](/shots/driver/truck/state-dropdown-status.jpg)
Error state ![error state](/shots/driver/truck/state-error.jpg)
Loading state ![loading state](/shots/driver/truck/state-loading.jpg)
Popover-Guide state ![popover-guide state](/shots/driver/truck/state-popover-guide.jpg)
Last updated 2026-10-27