Carriers Search
Carriers Search
The Carriers tab under CRM on the sidebar contains your Carriers list. Clicking on the Carriers link will take you to the search page where you can run a Simple search for a carrier based on name, MC#, DOT#, city, insurance policy #, etc. or run an Advanced search, filtering certain parameters.
The horizontal bar at the top is called the Simple Search bar and it contains it's own Search button to the right. You can search for any term related to the Carrier you're looking for, and examples are provided in the simple search bar for reference.
The Advanced Search section resides below the Simple Search bar. This section can be used to filter down your search to specific parameters.
Carrier profiles are labeled under 5 statuses:
Active - The Carrier profile is active.
Inactive - The Carrier profile is inactive and carrier cannot be assigned to a load. (Example: A carrier might be inactive due to expired insurance)
Do Not Use - The Carrier profile is inactive and carrier will no longer be used. (Example: A Carrier's safety record is unacceptable)
Onboarding Sent - The Carrier is in process of being set up and a Carrier Onboarding email has been sent, but not completed. A carrier cannot be assigned to a load in this status.
Onboarding Signed - The Carrier is in process of being set up and has signed their Carrier Agreement. The Carrier profile must now be toggled to Active. A carrier cannot be assigned to a load in this status.
FOR INFORMATION ABOUT CARRIER ONBOARDING, CLICK HERE
TO VIEW YOUR ACCOUNT'S ENTIRE CARRIER LIST, CLICK ON THE SIMPLE SEARCH BUTTON AT THE TOP RIGHT.
Search results can be sorted in ascending and descending order by clicking on the column headers Name, Status Primary Contact, Phone, etc.
IF YOU'RE NOT ABLE TO FIND THE CARRIER AFTER CLICKING THE SIMPLE SEARCH BUTTON AT THE TOP RIGHT, GO BACK TO THE CARRIER SEARCH SCREEN AND USE THE ADVANCED SEARCH SECTION, THEN CLICK THE BLUE "ADVANCED" SEARCH BUTTON AT THE BOTTOM OF THE ADVANCED SEARCH SECTION.
