2.1 - Main Menu & Action Buttons

Navigating the User Interface

Main Menu - The main menu on the left of your screen is your main hub for navigation within EZ Loader TMS. This will take you between different loads, profiles, and features of the TMS system.

Quick Load Search - This quick access icon at the top of your screen will let you input a load number and jump directly into that load profile from any screen.

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 - Jump starts the carrier onboarding process.
New Task - allows you to add a task and attach it to anything.
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.

Doc Management Icon - This icon indicates you have documents that need to be processed in Doc Management. The number next to the icon shows you how many are waiting.

Invoice Audit Icon- This icon indicates there are audits that need to be made in the Invoice Audit Page. The number next to the icon shows you how many are waiting.

Tasks Overdue Icon - Shows you how many tasks you have that are overdue. Clicking this will take you to the task page.

Settings Menu - This gives you access to all of the settings options.