EZ Loader Quick Start Guide

Quick Start Guide

This article is intended to be a reference for those familiar with and have prior experience with a TMS software.

This article covers the bare essentials to get operating within EZ Loader

1. Setting your digital Signature + Uploading Company Documents
2. Navigating the User Interface
3. Carrier Profile Requirements
4. Customer Requirements
5. Building a Load

Please Note: Additional detailed information can be found within our Knowledge Base and Video Hub 

Click Here for Knowledge Base

Click Here for Video Hub

Setting your Digital Signature + Uploading Company Documents

To send rate confirmations, carrier onboarding, or anything else in EZ Loader TMS you must first set up your Digital Signature. This can be found in your profile under the settings section

Click your initials in the top right corner > Settings > Profile

Click the Edit Button on the "User Signature Section"

The "Company Documents" section allows you to view and change the documents that are utilized throughout EZ Loader TMS:

Click your initials at the top right > Settings > Settings and Documents

1. Simply pick which document you would like to update, and click the "browse" button.

2. To view the currently uploaded document, click the link below the upload box.

Click Here for Full Article on Company Documents

Navigating the User Interface

Command Center - The main  Input Area of EZ Loader TMS. This is how you add anything into the system

• New Load - Opens New Load Wizard so you can build a load.
• New Prospect - Opens the form to build a new prospect.
• New Customer  - Opens the form to build new Customer.
• New Carrier - Opens the form to build new Carrier.
• New Task - allows you to add a task and attach it to a reference.
• New Note - Allows you to add any type of note and attach it to a profile or load.
• New Phone Note - Log a call and attach it to a prospect, customer or carrier.
• New Quote - Opens the form to build a new quote.

Carrier Profile Requirements

In Summary, when Insurance information is entered, a Carrier Agreement document type has been uploaded (Carriers complete this during digital Carrier Onboarding, or it can be manually added to the documents section of the carrier profile), and the Carrier profile is in Active status, the Carrier can be added to a Load.

Step 1: Enter Insurance Information

Go to the Carrier Profile > Details > Insurance & Certifications > Click Edit

Step 2: Confirm a "Carrier Agreement" document type has been uploaded into the documents section of the carrier profile.

Step 3: Change the status of the Carrier profile to " Active". 

Go to Details > Carrier Info > Status > choose Active

Click Here for Full Article on Carrier Requirements

Customer Requirements

There are only 2 requirements to build a load for a customer:

1.Customer Profile must have status of "Customer"

Customer Profile > Details > Settings > Edit > Status "Customer"

2. Customer must have a Credit Limit set

Customer Profile > Accounting > Credit and Terms

We suggest a few more items to set up when adding a new Customer and making them active (See full Article Link Below):

1. Set up Assigned & Default Sales Reps
2. Set up billing information and requirements

Click Here for Full Article on Customer Requirements

Building A Load

Step 1: Click Command Center > New Load

Step 2: Select Customer, Enter Load Details and Customer Rate

Step 3: Enter Origin, Destination, and Item Details

Step 4: Assign Carrier, Enter Carrier Rate, Send Carrier Rate Confirmation

Please note: When Assigning a carrier in the new load wizard the carrier name will show in a number of different color options:

• Red = Unacceptable Risk Rating or No Insurance / Expired Insurance
• Yellow = Moderate Risk Assessment, Carrier Flagged, or Missing Requirements in Carrier Profile (Click Here for Requirements to Assign Carrier to Load)
• Green = Available and Good to Go

Click Here for Full Article on Building a Load

Removing Loads / Customers / Carriers

In EZ Loader TMS, there is no method to fully "Delete" or Remove records from the system. 

To effectively "Delete" or "Remove" a Customer / Carrier / Load, you must move the applicable record into a certain Status that essentially Voids the record from any further functionality and excludes from displaying within Reports. 

After the Customer / Carrier / Load has been moved to the applicable Status, you will need to filter your search criteria to exclude the particular Status so that any search results will not display the "Voided / Inactive" Customer / Carrier / Load.

"Voided / Deleted" Statuses:

• Customer = Inactive
• Carrier = Inactive
• Load = Voided

Excluding a Status from Search Results:

In any of the Advanced Search menus (i.e. Customer, Carrier, Load Search), select the drop down box in the "Status" field and uncheck the box next to the statuses mentioned as seen above.