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Adjusting Your Load Board Settings

 

Step 13a → Entering Your General Load Board Settings

Click the My Resources Tab > Settings = General Tab. Here, you can edit your account's general settings on the Load Board. Enter in your user name for the load board, company name and other information. When you are done, click “Save.” 


Step 13b → Entering Your Company Information for the Load Board

Click the My Resources Tab > Settings = Company Tab. Here, you can enter in your company's trucking, warehousing, insurance and other information for use on the Load Board. After you have completed these fields, click the “Save” button.


Step 13c → Adding Your Load Board Contacts

Click the My Resources Tab > Settings = Contacts Tab. Add your contacts for the Load Board to this tab by clicking the “Add” button. Make sure the “Active” status box is checked to set the contact to active on the Load Board. To edit a contact's information, click the pencil icon.


Step 13d → Adjusting Your Load Board Billing and Deposit Settings

Click the My Resources Tab > Settings = Billing/Deposit Tab. Add your account's billing information for use on the Load Board. When you are done entering in this information, click the “Save” button.


Step 13e → Adding Your Warehouse Information to the Load Board

Click the My Resources Tab > Settings = Warehouse Tab. Add your company's warehousing information for use on the Load Board. When you are done entering this information, click the “Save” button.


Step 13f → Adding Employees, Equipment, Containers and GPS Trackers to the Load Board

Click the My Resources Tab > Settings = Equipment/Employee Tab. Here, you can add equipment, employees, containers, and GPS trackers by clicking the “Add” buttons on their respective tables. These employees/equipment will be used for booking jobs on the Load Board.


Step 13g → Adding Your Load Board Documents

Click the My Resources Tab > Settings = Documents Tab. Here, you can upload documents for use on the Load Board, such as your liability insurance policy. Click the “Add” button to upload a new document, or the pencil icon to edit a currently uploaded document.


Step 13h → Adjusting Your Hourly Rates for the Load Board

Click the My Resources Tab > Settings = Hourly Rates Tab. Here, you can edit your hourly rates for movers and trucks posted to the Load Board. To edit your rates, click the pencil icon in the appropriate row. If you make any changes to your rates, click the “Save” button.


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