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Shipments is the working table of every lead and order. If Inbox is where you talk, Shipments is where you see the whole book at once.
The Shipments table with status tabs, filters and the leads table

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The status tabs

The tabs across the top are the pipeline, each with a live count: All Items · New · Order · Posted · Canceled · Dispatched · Picked Up · Delivered · Completed · Archived
The Order tab is a grouping, not a status. It folds Order, Signed and Paid together so the tab bar stays short. The individual statuses are still on each shipment — use the sub-filters below the tabs to split them apart.
See How a lead becomes a load for what each status means.

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Sub-filters

Three tabs show a second row of buttons that split the tab into buckets. The buckets partition the tab — their counts add up to the tab total. None of these are set by hand. They are worked out from things that already exist — the quote message that went out, the contract, the payment, the carrier offers — so they cannot go stale.

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Finding what needs doing

The sub-filters are the fastest way to answer “what is waiting on me”:
The tab bar is sticky — it stays put while the list scrolls, so you can switch status or search a hundred rows down without scrolling back to the top.

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The toolbar

Select rows puts a checkbox on every row. A bar appears at the bottom with the count selected, a Select status box with Apply to change the status of every selected shipment, and Reassign to move them to another owner.

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The table

In the default compact view the columns are Lead #, Status (with milestone chips), Secondary ID, Name, Phone, Origin, Destination, Vehicle, Created At, Pickup Date and Total Price. With compact view off, the table folds those into wider cells — Origin & Destination, Contact, Vehicle & Shipping Type, Created & Pickup Date, Pricing. Open takes you to the conversation; the eye icon (Quick view) gives a preview without leaving the table. The milestone chips — ✓ Quoted, ✓ Signed, ✓ Paid — accumulate and never go backwards, so a Dispatched shipment still shows all three.
You can add columns for Booking #, Shipping Type, Trailer Type, Broker Fee, Carrier Fee, Lead Source, Tags, Email, Additional Phone, First Name / Last Name, Comment, Drop-off Date, Open Trailer Price / Enclosed Trailer Price, Distance, Driver Location, User Agreement, Not interested / opted out, Customer ID # / Customer ID Type, Vehicle Year, Vehicle VIN, Vehicle Runs?, Internal ID and Chat ID. Set the table up once for how your desk actually works.

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Adding a shipment by hand

+ Add Shipment opens the form: customer, origin and destination, vehicles, dates, trailer type and price.
  • Phone is required unless your organization allows phone-less leads (email is always required, and a phone is always required when you create an order rather than a lead).
  • A half-filled form is saved as a draft on your machine so a reload does not lose it — you see a Draft restored note when it comes back — and it is cleared when you sign out, since brokerages share workstations.

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Exporting

Open the gear on the Shipments toolbar and choose Export… to export the current list with its filters. Shipments can also be exported from Settings → Reports, where you can filter first and save the export configuration for next time. See Reports.

Inbox

Open any shipment’s conversation.

Dispatch

The live map of what is already on the road.

Pricing

Where the quoted price comes from.

Carriers and Loadboards

How posting and unposting behaves.