Customers

Customer records keep account, contact, billing, credit, tracking, and operational details in one place.

Customer record areas

• Company name and nickname
• Country and default currency when applicable
• Business hours
• Address and contact details
• Tracking email
• Notes
• Account managers and service representatives
• Insurance requirements
• Billing profile
• Payment terms and credit details

Customer setup flow

1. Add or import the customer profile.
2. Select the customer team visibility when team controls are shown.
3. Enter contact and address details.
4. Add tracking email if the customer receives tracking updates.
5. Assign internal owners.
6. Complete billing details.
7. Set payment terms and credit limit.
8. Save and verify the customer can be selected on a load.

Team visibility

When teams are enabled, customers can be visible to one or more teams. Use this when a customer is served by multiple branches, desks, or account groups.

If a customer is missing from search or a load form, switch Teams to All teams or ask an admin to confirm your team access and the customer's team visibility.

Customer imports

Imported customers should be reviewed before use on active loads. Confirm company names, team assignment, contacts, billing contacts, payment terms, credit status, currency, and duplicate matches before dispatch or invoicing.

Customer locations

Use customer records with accurate shipper, consignee, and facility locations so pickup and delivery details stay consistent across loads. Update location instructions when appointment rules or facility contacts change.

Keeping records clean

Use a consistent naming convention, keep contacts current, and avoid duplicate customer records. Separate branches or related customers may share billing or contact email domains, so use customer name, team visibility, ownership, and billing details to identify true duplicates. Update billing details before invoicing new loads.