Adding A New Job

How to build a new job from start to finish

Step 1: Add Job
Go to the Jobs tab, click on the green "+ Add Job" at the top left to begin new job creation.
Thu, Apr 19, 2018 at 5:44 PM
Step 2: Job Settings
Enter in the basic information for your job into the necessary fields. Necessary Information: Job Name Job Type Start Date End Date Destination Ge...
Thu, Apr 19, 2018 at 5:47 PM
Step 3: Roles
1. If you are a Service Company, pick an Operator from the available list 2. If you are an Operator, pick a Service Company from the available list 3. Pic...
Thu, Apr 19, 2018 at 5:49 PM
Step 4: Products
Enter in the product information for each product on this job. Add additional products with the "+ Add Product" button Necessary Informati...
Thu, Apr 19, 2018 at 6:08 PM
Step 5: Carrier
Enter in Carrier information for this job. Use the "+ Add Carrier" button to add additional Carriers to the job if needed. 1. Pick a Carri...
Thu, Apr 19, 2018 at 5:55 PM
Step 6: Terminal
Enter in Terminal information for the job. Use the "+ Add Terminal" button to add more Terminals for this job if needed. 1. Select Termina...
Thu, Apr 19, 2018 at 6:00 PM
Step 7: Notes
Enter in Special Notes for your job here. These fields will auto-populate from your company's notes template, modify them here for job specific instruc...
Thu, Apr 19, 2018 at 6:13 PM