Start Using the Latest Features & Updates
Feature update

Granular Company Permissions

Kelly avatar
Shared by Kelly • April 10, 2026

January 30, 2026

Secure your financial data with precision. We have separated the permissions for creating and editing companies into two distinct categories: Customers and Non-Customers.

What’s new:

  • Segregated Access: Define exactly who can modify Billable Customer profiles. Prevent unauthorized changes to credit terms, billing addresses, and contacts.
  • Operational Flexibility: Give your operations team the freedom to create and edit Shipper/Receiver locations as needed, without exposing your customer database to risk.
  • Improved Compliance: Reduce risk and strengthen your security posture by aligning user permissions strictly with job functions.

Why it matters:

Data integrity is critical for scalability. By segregating these permissions, you protect your revenue cycle from accidental errors and unauthorized changes, ensuring that only accounting and sales leadership handle financial data.

Available now in: Settings > User Management > Permissions

Admin access is required to configure permissions.

Feature update

Custom References - Drivers

Kelly avatar
Shared by Kelly • April 10, 2026

January 30, 2026

Custom References now supports unique fields for Drivers, enabling your team to define, manage, and report on the exact operational and compliance data your business requires. Eliminate scattered notes and siloed spreadsheets by centralizing critical details such as driver certification status, equipment maintenance intervals, and HR or ownership codes in one system.

What’s new:

  • Track and report on the driver data that matters: Easily create up to 20 custom fields for to track the driver data that it important to your unique business.
  • Find driver-specific data fast: Search, filter, and sort by custom references directly on the Driver lists so your team can quickly access information. No more time wasted reconciling multiple data sources.

Use Case Example:

A fleet manager needs to ensure only drivers with up-to-date certifications are assigned to loads requiring specific endorsements. With Custom References, the manager can filter driver records by certification status, quickly verify compliance, and generate reports for audits. This eliminates manual checks and supports compliance readiness at scale.

Available now in:

Driver List and Custom Reports.

Admin access required to create and configure custom references.

Feature update

Assignment Preferences (Formerly Dispatch Preferences)

Kelly avatar
Shared by Kelly • April 10, 2026

Dec 9, 2025

We've renamed Dispatch Preferences to Assignment Preferences and added new capabilities, including time-based tracking and trailer type filtering, to help you plan loads faster and achieve better, accurate fleet management.

Notion Image

What's changed:

  • Know what assets are active and available: See which driver-truck combos are live and plan assignments into the future
  • Handle upcoming asset changes: Use start/end dates to preassign trucks and manage driver swaps early
  • Match loads to the right trailer type: Filter trucks by type to reduce mismatches and improve accuracy

Feature update
New feature

Custom Trip References

Kelly avatar
Shared by Kelly • April 10, 2026

Nov 26, 2025

Track the trip-level operational details that matter to your unique business. With Custom Trip References, your team can define, manage, and report on operational data exactly as you need it. No more disparate spreadsheets and notes kept outside of your TMS.

Notion Image

What’s new:

  • Track and report on the trip-level data you need: Define data fields your team actually needs with customizable trip references. Easily create up to 20 custom trip data references and configure them to appear where your workflows need them.
  • Find trip-level data fast: Quickly find trip-level data on Load Details, Trips Board, and Custom Reports.
  • Cleaner operations and reporting: Replace scattered tracking methods with structured, searchable data. Filter, sort, and report on trip-level details in real time. Improve accuracy with consistent, visible data. No more hunting through disparate notes or spreadsheets to find what you need.

Available now in:

Load Details, Trips Board, Custom Reports, Mobile App for Drivers, Dispatch Planner v2, and Documents (rate cons, BOLs, trip manifests.)

Admin access required to create and configure references. View the help article and set up your custom references

Feature update

Dispatch Planner Sidebars Update

Kelly avatar
Shared by Kelly • April 10, 2026

Nov 19, 2025

Make smarter assignment decisions with one click with the new Dispatch Planner sidebars

Managing dispatch just got simpler. With the new sidebar, you can now make faster, smarter assignment decisions without leaving the Dispatch Planner workflow.

What’s new:

  • One-click access: Click any trip or driver row to instantly open sidebars. No more hunting for buttons.
  • Activity first: Driver sidebars now default to activity view, so you see availability at a glance.
  • Smoother workflow: Find drivers from a trip or trips from a driver without leaving the Dispatch Planner Workflow

See how it works. Watch the demo video:

Feature update

Driver Events Types Expansion

Kelly avatar
Shared by Kelly • April 10, 2026

October 3, 2025

We've significantly enhanced the Driver Events functionality by introducing new, granular event types. This update gives dispatchers and driver managers a more precise and accurate way to plan around a driver's scheduled time off and commitments.

We've significantly enhanced the Driver Events functionality by introducing new, granular event types. This update gives dispatchers and driver managers a more precise and accurate way to plan around a driver's scheduled time off and commitments.

Why is it important?

Previously, our limited event types (Vacation, Restart, Other) forced users to rely on notes or generic categories, leading to incomplete data.

  • Improved Accuracy: Better planning around specific driver needs.
  • AI (Dispatch Assist) Readiness: Provides high-quality, structured data that the optimization model uses to avoid recommending assignments that violate a driver's time off the different event type. Each event will be classified as either a Hard Constraint (mandatory, cannot be violated) or a Soft Constraint (preference-based, can be overridden) to be fed into the Dispatch Assist Optimizer.

How to Use It

The updated event options are available in both Dispatch Planners and on the Driver Profile page. When creating a new event, you will now see the full list of options, allowing you to quickly and accurately block out a driver's calendar.

New Event Types & Optimization Constraints

Event Type

Definition and Use Case

Vacation

Scheduled Paid Time Off.

Sick or Emergency

Urgent, unplanned time off due to illness or medical appointment.

Restart

Mandatory 34-hour HOS reset period. Used to confirm compliance.

Hometime

Scheduled home visit or specific personal event (e.g., graduation).

Other

A catch-all for miscellaneous, non-prohibitive events.