Customer profiles

Modified on Thu, 25 Sep at 8:09 AM

You can access a customer’s profile by clicking on the customer name in the Customers module at https://app.openroadtms.com/customers/. The profile includes an Overview, Files, Loads, and Active Loads.

1. Overview

Displays customer contact details, billing info, status, and detention history.
Billing info is mandatory to properly bill loads.
- AP Email – where invoices are sent (must be valid and should not be your company email).
Detentions – view detention history by selecting a date range and searching.
Customers receive automatic detention emails (upcoming, ongoing, finished).
Use the Edit button (top right) to update profile information.

2. Files

Central place for customer-related documents.
To add files: click Edit, then the upload icon, and select your file.

3. Loads

Overview of all loads for the customer.
Note: Canceled loads are not shown here.

4. Active Loads

Displays a map view and list view of active loads, including load number, status, and details.