Setting Up Your Network

Before You Start

To get the most out of FreightPath, you'll also need to have set up your account and legal settings in the settings tab. If you don't know how to do this, check out our help center article on setting up your account.

Introduction To The Network Tab

Navigating to the Network Tab

When you first login to your new account on FreightPath, you'll be greeted by the Dashboard Tab. We want to navigate to the Network Tab, so use the Left Navigation Menu and press the globe icon to get to your network.

Introducing The Network Tab

Welcome to your network! Let's first go over the basic navigation elements for this part of FreightPath.

First thing to note are the Navigation Tabs for customers, drivers, and carriers. Use these tabs to toggle your view between the three categories.

Next is the Search Bar, which you can press to start a search for a specific customer, driver, or carrier. You can search by ID, Customer, Contact Name, Email, or Phone - the search adapts with you.

The Action Button is used to create a new customer, driver, or carrier. You'll be using this one a lot.

You'll find all your network information laid out in clickable rows called Data Rows. By clicking on these, you can view in depth information and edit customer, driver, and carrier information based on the type.

Finally, you'll notice our real-time customer support chat in the lower right hand corner of every screen. If you ever have questions or need help with a feature in FreightPath, we're online and ready to help you as soon as possible.

Creating And Editing Customers

Let's start by working with customer information. Remember that you cannot create shipments until you've created at least one customer. Let's start by pressing the New Customer Action Button in the upper right hand corner of the application.

Creating a New Customer

The first thing to do here is to fill out the overview for the customer. The Name field will be used in documents, so make sure that it's accurate to the customers' legal entity name. The notes to carriers field will appear in the rate confirmation and other carrier-viewable information. You can use this notes field to provide specific pickup information, for example. The payment information field determines what will show in the load tender/rate confirmation and bill of lading for payment details.

Adjusting Billing Address and Primary Contact

The next two sections are important for administrative purposes. The Address Section is for the primary billing address of the customer, and will be used in documents such as the bill of lading. Creating a location here will not add it as an available shipping location.

The Primary Contact Section provides information for documents including the Bill of Lading. If a shipment is set to bill to the customer, this information will be used as the primary billing contact.

Adjusting shipping locations and shipping preferences

The most important section to adjust for each customer are the Shipping Locations. This is where your customers' address book lives, although you can create these on-the-fly while creating shipments. If you want to add them ahead of time here, simply press the Add location text in the right corner of the section to bring up the Shipping Location Modal.

The Shipping Location Modal

The shipping location modal is connected to the Google Maps API, so you can get intelligent search results. Simply enter any location information into the field called Street Address 1 (this can be a street address, location name e.g. Mcdonald's, or a cross street). The Google Maps Location Validation Integration will then give you smart suggestions and help you fill out the rest of the form.

You must give a name to the location to save it. Make sure it's unique and memorable. You can also add a primary contact for each shipping location, which will show in the automatically generated documents.

Once you're done, you must press Done or your progress will not be saved. If you already of carriers and drivers setup, you can set permissions to make sure your dispatchers use the right carriers and drivers for each customer. This is not necessary and all carriers/drivers will be enabled by default.

Inviting and Managing Drivers

Let's move on to managing your internal drivers. These are individuals who are either your employees or individual drivers who don't have their own carrier documentation (e.g. SCAC, USDOT, or MC). Once you've navigated to the Driver Page with the Navigation Tabs, you'll see the following:

The Drivers Page

You'll notice this page is very similar to the customers page, with one key exception. Instead of adding drivers directly, you can Invite Drivers by pressing the Invite Driver button.

Inviting a New Driver

Once you've pressed the button, you'll be presented with a simple dialogue to enter the email address for your driver. This is the method for which they will receive dispatch alerts and log into the FreightPath Driver App. To send an email invite, press the Send Invite button and we'll handle the rest. Once your driver has accepted the invitation, you'll be able to dispatch to them.

Click here to learn about dispatching to external carriers.

If you leave this page without sending your driver invite, you will lose any unsaved changes.

Adding And Managing Carriers

Finally, you can manage your external carrier network with the Carrier tab in the Navigation Tabs. Once you navigate to it, you'll be presented with the following view:

The Carriers Page

Just like the customers and drivers pages, let's create a new carrier by pressing the New Carrier button. You'll then be redirected to the following view where you can edit details and even add carrier insurance docs:

The Create Carrier Page

The Create Carrier page is split into three sections: The overview and primary contact, much like those for customers, is used to populate documents. However, email and Four-digit SCAC are mandatory. This is due to regulation (if your carrier doesn't have a SCAC because of region simply enter "0000" and the system will ignore it. The email is required so we can send the booking request automatically and dispatch to external carriers.

The Compliance Section is unique and provides the ability to keep track of and manage your carriers' insurance documentation for the freight they're carrying. This is a crucial feature if you're a broker moving high-value freight. FreightPath will also alert you automatically when Carrier Insurance is out of date, prompting you to update the insurance document based on the Insurance Expired Date.

After pressing Create Carrier, you'll be able to dispatch to and book shipment to that carrier. Click here to learn about dispatching to external carriers.

If you leave this page without saving the carrier, you will lose any unsaved changes.

We hope that you enjoy managing your network in FreightPath, and find tremendous value in it for both you and your customers. If you have any feedback or questions you can always contact us or talk to us via the real-time chat on our website and web app.

Happy trucking!

Terrence Wang

Terrence Wang

Head of Marketing

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