Product help
Work with what is available today.
Task-based guidance for company setup, customers, shipments, dispatch, drivers, readiness, paperwork, billing, integrations, and workspace access.
Customers
Keep the customer context with the work
A customer record represents the company or organization you move freight for. Shipments can reference that customer so dispatchers do not have to re-enter the same contacts, locations, billing details, and operating notes for every load.
Create a customer
- Open Settings, choose Customers, and select Add customer.
- Enter the customer name and any useful website, phone, billing email, payment terms, or notes.
- Add the primary contact and address when that information is available.
- Review any possible duplicate warning before saving.
- Choose Save and continue setup to add contacts, locations, facilities, and documents.
Import customers from CSV
Use Import customers when you already have a spreadsheet. The import workflow lets you map columns, review valid and invalid rows, compare possible duplicates, and download row-level errors before confirmation.
Imports do not make an external accounting connection. They create and update records inside your TMS Software workspace.
Locations and facilities
Link reusable addresses and shared facilities to a customer so future shipments can reuse accurate location details and driver instructions. A shipment keeps its own stop snapshot, so later facility edits do not silently rewrite old load records.
