Secure your financial data with precision. We have separated the permissions for creating and editing companies into two distinct categories: Customers and Non-Customers.
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.
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.
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.
Driver List and Custom Reports.
Admin access required to create and configure custom references.
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.

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.

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