Adjusting Your Quotes and Job Orders
- Setting Up Billing and Payment Gateways
- Adding Staff Members, Staff Groups and Quote Campaigns
- Adding or Editing Email Templates, Drip Email Campaigns, and an Unsubscribe List
- Adding or Editing Quote and Job Order Statuses
- Uploading Your Site Pages/Content
- Adjusting Your Load Board Settings/Profile
- Additional Setup Steps
Step 5a → Customizing Your Quote Settings
Click on the Settings Tab > Quotes/Job Orders = Quote Settings Tab. Here, you can turn on or off specific features of the automatic quoting engine for local and long distance quotes, such as setting automated quoting emails, generating custom long distance or local quote numbers and prefixes, as well as initial values.
Step 5b → Customizing Your Job Order Settings
Click on the Settings Tab > Quotes/Job Orders = Job Order Settings Tab. Here, you can turn on or off specific features related to job orders, as well as adjust load board provider settings. Use this tab to generate custom job order numbers, turn on auto accepting of jobs on the load board, set required insurance minimums and grades, and select default provider payment type and ratings. Finally, if you need to process orders without a credit card, please note you can turn off that setting here.
Step 5c → Adding or Editing Job Order Document Types
Click on the Settings Tab > Quotes/Job Orders = Job Order Document Types. Here, you can update job order document types and their position in the system. To add a new job order document type, click the “Add” button. To edit a job order document type, click the pencil icon to the far right.