Resources / Documentation
Find the answer. Keep the work moving.
Practical guides for the people moving vehicles, managing customers and connecting the systems behind the operation.
A connected operating routine
Prepare. Move. Verify.
A complete record makes the next person’s job easier. Follow the movement from customer request to delivery evidence and payment review.
- 01Prepare the orderVehicle · Contacts · Dates · Terms
- 02Coordinate the handoffsCarrier · Pickup · Customer updates
- 03Close with evidenceDelivery documents · Billing · Payment
8 guides
Your first vehicle movement
Prepare the workspace, create a complete order and confirm the first handoff.
Run the dispatch desk
Carrier selection, order milestones and exception follow-up.
From order to payment
Billing readiness, receipts, carrier payables and reconciliation.
Carrier review & evidence
Identity, supporting records, condition evidence and PIN handoffs.
The customer’s shipment view
Customer access, movement requests, status and receiving checklists.
Plan an API integration
Record mapping, permissions, duplicate prevention and recovery.
Plan event-driven workflows
Events, downstream actions, duplicates and unresolved deliveries.
Scope a no-code workflow
Define the trigger, filters and action before selecting a connector.
Notes from the lane
Three practical reads on handoffs, margins and automation.
Read the operating notes →Access, data and control
Prepare your security review and know what to include when reporting a concern.
Review security guidance →Need an answer tied to your account?
Send the record reference, action, time and exact error. Leave out passwords, keys and unnecessary customer data.
Contact the team →