Getting started
Company setup
Branding, notification rules, and company information that flow into every document and email.
Company information
Company name, address, phone, email, and website appear on system-generated documents and emails. Upload a logo (shown in the sidebar and on outgoing emails) and a favicon for the browser tab.
Notification configuration
Control exactly which load status changes trigger emails, and what those emails contain.
- Notify on statuses — toggle which status changes send email (defaults: booked, assigned, delivered, POD received, problem, cancelled).
- Notify admins — send every notification to all admin addresses.
- Extra emails — addresses that always receive notifications (e.g., billing).
- Content toggles — show/hide RPM, miles, commodity, scheduled times, and document links per email.
- Broker updates — optionally email the broker automatically on selected statuses, with a pre-signed POD link on delivery. Can be overridden per load.
Each carrier can also have CC addresses on their profile — they receive notifications for all of that carrier's loads.