Integrations - Trucker Tools
Integration - Trucker Tools
EZ Loader TMS has partnered with Trucker Tools to provide our mutual customers a seamless integration within EZ Loader TMS and Trucker Tools Tracking and Capacity features.
Trucker Tools - Setup
Step 1 - Email integrations@truckertools.com, tell them you are trying to integrate with your EZ Loader TMS account and ask for your:
- User Name - (This should be the email/username that is associated with your Trucker Tools account)
- API Key
- Customer Account ID
- Account ID
- API Secret
Step 2 - Go to the Integrations page located in your Settings (click your initials in the top right and choose SETTINGS)
Step 3 - Click the + sign under "API Portal Integrations" and select "Trucker Tools" from the drop down.
Step 4 - Enter the appropriate information into the respective fields below and click Save (copy and paste those that are universal)
- User Name - (This should be the email/username that is associated with your Trucker Tools account)
- API Key
- Customer Account ID
- Integration ID: ed6550283c05d6e5f517e7654f7f4e0b <---------- Copy This and Paste
- Partner ID: 198 <---------- Copy This and Paste
- Account ID
- API Secret
Trucker Tools - Functionality (In Network Vs Out of Network Carriers)
When a Trucker Tools integration is live within your EZ Loader account, your Carrier profiles will be sent over to Trucker Tools.
Carriers who are in "Active" status and meet all additional requirements to be put on a load within EZ Loader (Click Here for Carrier Requirements) will be considered "In-Network" Carriers on the Trucker Tools side. "In-Network" Carriers will be able to accept load tenders without having to complete any additional carrier onboarding steps as well as have the ability to select the "Book It Now" feature on load postings within their Trucker Tools account (See more info on "Book It Now" below).
Carriers who have not been fully onboarded within EZ Loader will still have the ability to accept a load tender but they will first be sent a Digital Carrier Onboarding e-mail. The broker will be notified that a Carrier has accepted a load tender and is currently in the onboarding process. Once the Carrier has completed their Digital Onboarding, the broker will receive an additional notification email letting them know the Carrier has completed the form and the broker needs to review the Carrier profile and finalize the onboarding process.
Click Here for Full Tutorial Video on Carrier Onboarding
Click Here for Carrier Requirements
Trucker Tools - Functionality (Posting to TT)
There are two methods for posting your load details out to Trucker Tools.
Option 1: Through the New Load Wizard
When building a new load through the New Load Wizard, you'll reach Page 3 where you have the option of assigning a Carrier. You will see a check box next to "Trucker Tools". Selecting this checkbox and selecting "Create" will generate the load profile and post the details to Trucker Tools.
***PLEASE NOTE: If a carrier rate is entered when posting to Trucker Tools, your "In-Network" Carries will have the ability to "Book It Now" (See section below)***
Note: You can set the checkbox to post to TT selected by default when new loads are built.
Option 2: Within a Load Profile
Within a load profile, when a Carrier is not assigned, you can select the "View Capacity" option under the Carrier section. This will return both Capacity (see section below for additional information) and Post the load to Trucker Tools.
***PLEASE NOTE: If a Carrier rate is entered when posting to Trucker Tools, your "In-Network" Carriers will have the ability to "Book It Now" (See section below)***
Trucker Tools - Functionality (Book It Now)
When a Load is posted to Trucker Tools through EZ Loader AND a Carrier rate is entered into the load, your "In-Network" Carriers will have the ability to "Book it Now". When an "In-Network" Carrier selects "Book it Now" on the Trucker Tools loadboard, the Carrier will automatically be sent a Carrier Rate Confirmation. Additionally, the EZ Loader User who posted the load to TT will receive a notification email letting them know a Carrier has been assigned to a load. The "Book it Now" feature functions on a first come, first serve basis.
Trucker Tools - Functionality (Tracking)
This integration with Trucker Tools allows a user of EZ Loader TMS to send a tracking request to a driver. The driver will receive a notification via SMS notifying them that they have been assigned to a load. That tracking request SMS message will contain a link to open the Trucker Tools application. Once the driver accepts the tracking request, an EZ Loader User will be able to see tracking details within the "Shipment Tracking" section of the load page.
How to Send a Tracking Request
Step 1 – Go to Load Page and Click “Shipment Tracking” at the bottom of the page
Step 2 – Click “Start New Trucker Tools Tracking”
Step 3 – Enter the applicable phone number and click save to send the tracking request.
Step 4 - Once a driver accepts the tracking request and initiates the tracking, within the load profile will be a list of ping details. There is a blue button that will direct you to the trucker tools website portal with additional tracking and map information.
Trucker Tools - Functionality (Automatic Load Status Change Automation)
When a Trucker Tools Tracking is active within a Load, the Load status can automatically update when certain tracking events are received from Trucker Tools.
NOTE: You have the ability to control within Trucker Tools whether any, some, or all tracking events automatically change the Load status within EZ Loader.
See list of tracking events and status changes below:
Arrived at Origin (TT) > changes status to > Onsite Pickup (EZL)
Departed Origin (TT) > changes status to > Enroute (EZL)
Arrived at Destination (TT) > changes status to > Onsite Delivery (EZL)
Departed Destination (TT) > changes status to > Delivered (EZL)
NOTE: Once a load is marked as delivered, EZ Loader will automatically send a POD/Invoice request e-mail to the dispatcher contact on a load profile, if entered.
You can disable the POD/Invoice request e-mailautomation within the Accounting Details section of each Carrier profile.
NOTE: Tracking Integration Load Status automation can be globally enabled or disabled by an Admin User on the Settings & Documents page. See screenshot below:
Trucker Tools - Functionality (Automatic Check Call Automation)
When a Trucker Tools Tracking is active within a Load, Check Calls can automatically update when certain tracking events are received from Trucker Tools.
NOTE: You have the ability to control within Trucker Tools whether any, some, or all tracking events automatically change the Load status within EZ Loader.
See list of tracking events and check call updates below:
Arrived at Origin (TT) > selects check call > Arrived (EZL)
Departed Origin (TT) > selects check call > Loaded (EZL)
Arrive at Stop (TT)> selects check call > Arrived (EZL)
Departed Stop (TT)> selects check call > Departed (EZL)
Arrived at Destination (TT) > selects check call > Onsite Delivery (EZL)
Departed Destination (TT) > selects check call > Delivered (EZL)
NOTE: Tracking Check Call automation can be globally enabled or disabled by an Admin User on the Settings & Documents page.
Trucker Tools - Functionality (Automatic Document Retrieval)
This functionality with Trucker Tools allows a Trucker Tools document to automatically upload into the Document Management page when a document is uploaded into Trucker Tools by a Carrier (User utilizing the Trucker Tools app).
NOTE: You have the ability to control within Trucker Tools whether you prefer these documents to automatic upload into EZ Loader or to prevent them.
The following document types can be automatically uploaded from Trucker Tools into the EZ Loader Document Management page:
- Carrier POD (Proof of Delivery)
- BOL (Bill of Lading)
- Carrier Invoice
Trucker Tools - Functionality (Capacity)
This integration with Trucker Tools allows a user of EZ Loader TMS to request and view a list of suggested Carriers for a particular load all within the EZ Loader TMS load profile.
Step 1 - Access the load profile of which you wish to view Trucker Tools Capacity (Please note: the load must not currently have a Carrier assigned)
Step 2 - Under the "Carrier Section" select "Smart Capacity"
Step 3 - Selecting "Smart Capacity" will open a new "Rating & Capacity" tab containing the capacity results from Trucker Tools. This will also post the load to the Trucker Tools loadboard.
Step 4 - Select the checkbox next to any Carrier you would like to send a load tender to and select "Send Load Tender."
Step 4.1 - This will send an email to the selected Carriers containing the Load details. The Carrier will have to option to "Book the Load". If an "In-Network" Carrier selects to book the load it will assign that Carrier to the load profile within EZ Loader and send them a Rate Confirmation. If an "Out of Network" Carrier tries to book the load, they will first be directed to EZ Loader's Carrier Onboarding. (Please note: This works on a "first come first serve" basis. If you send 4 load tenders, the first Carrier to accept the load will be assigned and any other Carriers will receive a message that the load has already been covered.)