How to set up a Customer portal for your Shippers and Brokers

1 year ago
35

Hello friends, in this video, you will learn how to set up a Customer portal for your shippers and brokers. If you have any questions, please post them in the comments, and we will answer them as soon as possible.

00:00 Introduction
00:29 Choose what your customers can do
01:00 Choose your Load Statuses
01:49 Add maps for GPS data
02:50 Activate a login to your customer(the shipper)
04:09 Additional options
04:54 Invite your customer to view their portal

This feature is included for all our TMS subscribers.

TMS SOFTWARE FOR FREIGHT BROKERS, CARRIERS, DRIVERS, SHIPPERS, FREIGHT AGENTS & DISPATCH SERVICES COMPANIES.
Load Manager has created an end-to-end solution for the logistics industry. Including Load management, Bill of Lading (BOL), Load Tender, Carrier Rate Confirmation, Sales Rep Commissions, Freight Broker Office Management, and Fleet Maintenance. Live GPS Load Location Tracking, Accounting Software, Carrier Due Diligence with Liability and Insurance info, Carrier Onboarding, Customer Portal, Public Corporate Load Board, White Label Branding, Profitability Reports, Customized API Integrations, Electronic Data Interchange - EDI 204, EDI 212, EDI 210, EDI 214 forms, Load Import/Export, Quick Books Integration, Microsoft Dynamic Integration, Customized Accounting Integration, DAT Load Board Posting, TruckStop Load Board Posting, SaferWatch Integration, MyCarrier Packets Integration, MacroPoint Integration, PC Miler Integration, Pro Miles Integration.
We also partner with Freight Broker Training organizations. Some of them specialize in Dispatch Services training and support.

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