People

People lists drivers, dispatchers, and saved customer contacts used in carrier, load, dispatch, tracking, and spot quote workflows.

Driver records

Driver records may include name, phone, email, carrier, equipment assignment, and active status. A driver phone number is optional, but any number you enter must be valid. If Dispatch warns that a saved number is invalid, correct it in People.

Dispatcher records

Dispatcher records identify carrier dispatch contacts and improve communication during active shipments. Link dispatchers to the correct carrier and keep direct phone and email details current.

Customer contacts

Customer Contacts requires View Customers permission and shows saved contacts for customers in your selected teams. Check the team selector if a contact is missing.

Driver and dispatcher workflow

1. Open People.
2. Choose Drivers or Dispatchers.
3. Add a person, or select their name to open the profile and choose Edit.
4. Link the person to the correct carrier when applicable.
5. Confirm contact details and active status.
6. Save and confirm the person appears in search.

With View Loads permission, use Recent loads on the profile to open the latest assigned loads you can access.

Imports

If your team imports people records, review imported drivers and dispatchers before assigning them to active loads. Confirm carrier links and contact details first.

Carrier readiness

Drivers and dispatchers should be reviewed with the carrier record during onboarding and compliance checks. Missing or stale contacts can delay dispatch, tracking, and document follow-up.

Best practices

• Avoid duplicate people records.
• Keep phone numbers current.
• Remove or update contacts who no longer work with the carrier.
• Confirm driver assignment before starting tracking or e-sign workflows.