Customer's profile

A customer's profile can be accessed by clicking on its name or the eye icon in the Customers section. The system will redirect you to the customer’s profile overview, where you can see a more detailed view of the customer's information, including general details. Other sections that can be found in the customer's profile are Files, Loads, and Active Loads. See explanations for all of them below.

1. Overview

The overview section displays information about customers' contact details, billing information, status, detentions information, and more.



The billing info is mandatory to fill out in order to bill your loads properly. More information on the billing profile can be found here. The AP email indicates the email address to which the invoice will be sent; please do not set it as your company's email. Please note that the system validates the AP email address and checks if it is a valid one.

Make sure to pay attention to the Detentions information. To change the information you see, select preferable period or insert dates in search fields and press on the Search field.

The customers also get emails, which inform them about upcoming, ongoing and finished detentions. Below you can see an example of the email, informing about upcoming detention.

This customer's profile overview can also be edited. To do so, click on an Edit button at the top right corner of the page.

2. Files

The files section allows you to view and upload customers' files. To upload a new file, click on the Edit button at the top right. After that, click on this icon and upload your file:

3. Loads

The loads section provides you with an overview of all load-related information for a specific customer. 

NOTE: Canceled loads do not get included in this tab.

4. Active Loads

The active loads' section provides you with a map of the active loads and loads list, where you can see the load's number, status, and more.