Getting started
Finding your way around the panel
The sidebar and its five sections, the command palette, keyboard shortcuts, notifications and how screens behave.
The layout
The panel has three parts:
| Part | What it does |
|---|---|
| Sidebar (left) | Every screen you are allowed to open, in five sections. Collapses to icons on a narrow screen and to a menu on a phone. |
| Header (top) | The page title, search (⌘K), notifications, help and the menu under your name. |
| Page | The screen itself. |
The five sections
The sidebar only shows what you can open. If your roles give you nothing in a section, the whole section disappears. Hiding a link is a convenience, not the security: every page and every action is checked again on the server.
| Section | Screens |
|---|---|
| Workspace | Dashboard · Load board · New load · Rate board · Lanes · Rate requests · Pipeline · Container 360 · Assistant |
| Operations | Shipments board · Tasks & exceptions · Tracking · Arrival notices · Document center · Delivery orders · Appointments · Auto pilot |
| Records | Customers · Carriers |
| Finance | Receivables · Payables · Invoices · Advance ledger · Debit & credit notes · Commissions · Operating expenses · Company P&L · Reports · Sales performance |
| Administration | Approvals · Credit limits · Audit log · Security · Users · Roles & permissions · Billing · Transfer accounts · Company profile · Integrations · Portal control · Backup & restore |
Some sidebar items carry a count badge: open loads, open exceptions, pending approvals, new arrival notices and invoices to raise. The badge is the number of things waiting for a person.
The command palette
Press ⌘K on a Mac or Ctrl K on Windows from anywhere in the panel. Type the name of a screen, or the word you would use for the job: "demurrage", "per diem", "w9", "aging", "factoring", "tariff". Each screen is findable by the words dispatchers and accountants actually use, not only by its name. Press ↵ to go there.
Keyboard shortcuts
Press ? anywhere to see this list in the panel.
| Where | Keys | Does |
|---|---|---|
| Anywhere | ⌘ K | Search and jump to a page |
| Anywhere | ? | Show the shortcuts |
| Anywhere | Esc | Close whatever is open |
| Sidebar | Tab | Move between section headers |
| Sidebar | ↵ | Open or close a section |
| A table | ↑ ↓ | Move between rows |
| A table | ↵ | Open the selected record |
| A table | Home End | First and last row |
How every screen behaves
- Saving. Every save shows a short confirmation in the corner, or a plain message saying why it was refused (for example "This carrier has not cleared compliance"). A refusal never loses what you typed.
- Loading, empty and error states. Each screen shows a placeholder while it loads, a short explanation when there is nothing to show yet, and an error panel with a retry button if something fails.
- Long lists page on the server. Lists that can grow past 200 rows (the load board, tracking, the audit log) load one page at a time, so they stay fast with years of data.
- Status is a colour and a word. A status is never shown by colour alone, so it is readable in print and by people who do not see colour well.
- Money and numbers are right-aligned in tables, in US dollars, to the cent.
- Container numbers are never cut short, even on a phone.
- Phones. Every screen works at 360 pixels wide.
Notifications
The bell in the header lists things that need you. A notice goes to one person (for example the agent who owns the load) or to everyone holding a role (for example everyone in compliance). Each notice links to the record.
| Notice | Who gets it |
|---|---|
| New carrier to review · Still pending after 15 minutes | Compliance (R11) |
| Credit request for a customer | Credit approvers (R2) |
| A load delivered, or its status changed | The load's agent (R6) |
| A load paid | The load's agent |
| An exception assigned to you | The assignee |
| A short advance needing the owner's override | The owner (admin) (R4) |
| An advance cleared, short paid or released | The load's agent |
| A container's last free day is two days away or less | The load's agent and operations |
| An invoice 30, 60 or more days past due | Finance |
| A lane rate under the target margin, or a rate about to expire | Managers |
| A customer wrote about a shipment · A carrier answered a rate request | The load's agent |
| The free trial ends soon, or has ended | The company's admin |
Background jobs never send the same notice twice for the same thing.
Help
The ? menu in the header opens the keyboard shortcuts and these docs, and shows the version number (support will ask for it).