Administration
Company profile
Your company's names, dockets, address, bank details, logo, advance fee, commission rate, time zone, operating rules and carrier vetting requirements.
Company profile holds what prints on your paperwork and the numbers Harbor TMS uses for your company's own checks. Every value here lands somewhere: on invoices, rate confirmations, delivery orders, the portals, or the rules that run on every load. Each save is one audited change.
- Where
- Administration → Company profile (/company)
- Who can open it
- Company · view. By default: Owner and General Manager
- Who can change it
- Company · edit
- Saves to
- Your company record and the audit log
Names
The page starts with the one distinction it exists to hold:
| Card | Name used | Where |
|---|---|---|
| Invoices & rate cons | The registered name | Invoices, rate confirmations and delivery orders: the legally binding documents |
| Everywhere else | The trading name | Inside the product and on the portals |
Putting a trading name on a document someone may have to enforce is a mistake, so the two are kept separate.
The profile fields
Hover a field's label to see where its value is used.
Who you are
| Field | Rules | Used on |
|---|---|---|
| Registered name | Required, up to 160 characters | Invoices, rate confirmations, delivery orders |
| Trading name | Required, up to 120 characters | Everywhere inside the product, and the portals |
| MC docket | A valid MC number | Rate confirmations and carrier packets |
| USDOT | A valid DOT number | Rate confirmations and carrier packets |
How to reach you
| Field | Used on |
|---|---|
| Address (street, and city, state, ZIP) | Every generated document |
| Phone | Rate confirmations and the customer portal |
| The reply-to on everything sent out |
How you get paid
| Field | Rules | Used on |
|---|---|---|
| Bank | Optional | Customer invoices and the portal wire details |
| Account | Digits only. Only the last four are ever shown (••••1234). Leave blank when editing to keep the one on file | |
| Routing | Nine digits |
The full account number never reaches the browser.
Your own rates
| Field | Default | Rules | What it does |
|---|---|---|---|
| Advance fee | $75.00 | Up to $1,000 ("almost certainly a typo" above that) | Added to every new SSL or customs advance before it counts as paid in full. See Advance ledger |
| Commission rate | 35% | 0 to 100, decimals allowed (e.g. 32.5) | The default share of margin for agents. Overridable per agent on Commissions |
| Time zone | Set at sign-up | A real time zone, e.g. America/Chicago | The company's wall clock: "today" for invoice dates, and times shown in the audit log |
Edit the profile
Click Edit
In the page header (only with Company · edit). It opens "Edit company profile".Change the fields
The form checks each value as above.Save
The change is recorded ascompany.updatewith before and after values.
Your logo
A PNG, JPEG or WebP image up to 2 MB, shown as "Letterhead today". Without one, the registered name is printed in its place, and the section shows None uploaded. With one, it shows On file.
The file is judged by its actual contents, not its name: an SVG or web page renamed to .png is refused ("Use a PNG, JPEG or WebP image."). Uploading, replacing and removing write company.logo_upload, company.logo_replace and company.logo_remove.
Operating rules
Your own numbers for the checks the system runs on every load. Each one saves on its own, as company.rule.
| Rule | Default | Range | What it does |
|---|---|---|---|
| Check-call interval | 4 hours | 0–48 hours | A moving load with no call for this long is an exception. 0 switches it off. See Check calls |
| Target lane margin | 15% | 0–100% | A customer rate under this margin over the cheapest carrier rate is flagged on Lanes |
| Detention free time | 2 hours | 0–24 hours | How long a truck may wait at a dock before detention starts |
| Detention rate per hour | $75.00 | $0–$1,000 | Billed in 15-minute steps after the free time |
| Detention cap per stop | $0 (no cap) | $0–$10,000 | 0 means no cap |
| Demurrage per day | $150.00 | $0–$5,000 | Each day after the last free day until pickup |
| Per diem free days | 4 days | 0–60 days | Days the container or chassis may be out before per diem starts |
| Per diem per day | $75.00 | $0–$5,000 | Each day out past the free days |
Money values take two decimal places at most; hours and days are whole numbers. The detention, demurrage and per diem figures drive Detention & demurrage.
Carrier vetting
The checks a carrier must pass before it can be approved, on top of MC, DOT, insurance, W-9 and a reviewer's written comment (R1). Tick the ones your company requires and click save. The change is recorded as company.vetting_required.
| Check | How it is done | Required by default |
|---|---|---|
| Authority active at FMCSA | Read from the carrier's record | Yes |
| Safety rating acceptable | Read from the carrier's record | Yes |
| Liability certificate in date | Read from the carrier's record | Yes |
| Cargo certificate in date | Read from the carrier's record | Yes |
| W-9 on file | Read from the carrier's record | Yes |
| FMCSA email on file | Read from the carrier's record | Yes |
| Broker–carrier agreement signed | Ticked by a person, with a note | Yes |
| Identity confirmed on the FMCSA phone | Ticked by a person, with a note | Yes |
| References checked | Ticked by a person, with a note | No |
| Drug and alcohol clearinghouse checked | Ticked by a person, with a note | No |
If a required check is not done, approving the carrier is refused with "Cannot approve yet: …". See Carrier compliance.
Your data and account
Only the company owner sees this section. Open goes to Export & close the account.