🏭Building a Customer

Step 1: Access the Customers Tab

1. Navigate to the "Customers" tab.

Step 2: Add a New Customer

1. Click the plus (+) button.

Step 3: Enter Customer Information

1. In the "Customer" section of the pop-up window, enter the necessary information. Although none of the fields are mandatory, providing more information will be beneficial for future reference.

"Nickname" Enter nickname field to assign a customer code or nickname. This will help you locate the customer more easily in the future.

Step 4: Assign Sales and Customer Service Representatives

1. Use the "Sales Rep" and "Customer Service Rep" fields to designate users who will be credited for all loads generated by this customer, based on their respective roles.

Step 5: Enter Insurance Information

1. Enter the dollar amounts for the customer's required insurance levels in the following fields:

• "Auto Liability"

• "General Liability"

• "Cargo"

Step 6: Enter Credit Information

1. Add the customer's credit information and press the "Credit Approved" button to indicate that the customer is eligible to do business with you.

• Federal ID: Enter the customer's Employer Identification Number (EIN).

• Billing Email: Provide the billing email, as most invoices will be sent to this address.

Step 7: Save the Customer

Press the "Add" button to save the customer.

Note: Mandatory Fields

None of the fields are mandatory, but entering more information will be helpful for you in the future