Skip to content
English
  • There are no suggestions because the search field is empty.

Settings & Defaults

This article provides information on the settings and fields in the Setting & Defaults section of the Settings & Documents page.

Default "Mode" when Building Loads

Sets the default of the load mode type in the New Load Wizard

Dashboard - Optional Load Statuses

Provides the ability to incorporate additional statuses into your dashboard sales metrics. To see which statuses are currently displayed in your dashboard metrics, simply click the load status button located in the corner of your dashboard page.



Default Quote Disclaimer

Text entered into this field with automatically display in the quote disclaimer section of a quote.

Default System Wide Radius Search

This currently has no function. It will be applicable to future project releases.

Load Status Color Settings

Specifies whether users can customize status color coding individually or if it is standardized across the entire company.

If set to "User" level each user can set their preferred color coding in the profile page.

If set to the "Tenant" Level, Admin users will have a new card on the settings page which will allow them to set a color scheme for the entire company.

Hide Carrier Info from Customer Portal Users

Carrier Require Workers Comp

When activated, this feature introduces extra validation rules for carriers, ensuring that a carrier cannot be assigned to a load unless they have valid workers' compensation insurance on file or if a "hold harmless" agreement has been documented.

New Loads into Pending Status

When enabled, new loads will start in "pending" status versus the defaulted "available" status

Hide Invoice# On POD Request

When enabled, hides the invoice # field from the POD/Invoice request form preventing the carrier from inputting this information.