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Video: How to create & execute a TL shipment

This video is an end-to-end demonstration of creating and executing a full-truckload (TL) shipment in Turvo. The workflow is based on several assumptions made to ensure clarity and simplicity. It is intended as a springboard for those new to Turvo to build a strong foundation before exploring more complex use cases. 


Below are notes, tips, and resources that provide more context and information about all of the steps taken while creating and executing a shipment in the video. They are organized by video chapter:

Notes, tips, & resources

Create a new shipment

Add shipment details

  • Learn how to manage all shipment details.
  • New shipments open to the shipment’s Details tab.
  • Customer costs note: You can associate costs with a specific stop on the shipment with the Location field, identify if the costs are billable to the customer by clicking the Payable checkbox, and add a Description.
  • Route notes tip: Add special instructions to a location’s profile and optionally choose to copy the instructions to every shipment the location is added to. Special instructions populate the route notes for the location, and are visible to the carrier and the driver in the Turvo Driver app. Learn more about managing advanced location details.
  • Route visibility note: Route information is included on the Carrier Rate Confirmation, depending on how your tenant’s document templates are set up. Learn how to configure Document templates in Admin console. Pickup # and Appointment # are also visible for the Driver in the Turvo Driver App for reference

Find a carrier and send an offer

  • Review how to send an offer to a carrier, and learn more about what happens if the carrier rejects or counters an offer in the how to send an offer article.
  • Tip: You can cover a load in 3 clicks! Click Needs cover on the Dashboard (on the Plan Summary card), then select See available carriers from the Carriers column of the shipment list, then send an offer, or assign a carrier, on the next click.
  • Tip: Set up notification rules to be notified when an offer is countered, or when the status of an offer changes. Instructions on how to set up notification rules can be found in How to manage and configure notification rules or in the Setting up notification rules video.
  • Tip: Create saved filters to quickly filter by Offer status, such as Open or Expired. Learn how to filter shipments.

Add a driver

  • Learn more about adding drivers to shipments in the assign a driver to a shipment article.
  • By one day prior to pickup, the driver information should be acquired from the carrier.
  • Tip: Need to find the shipments that need a driver? Filter the shipments list by pickup date “Tomorrow,” then reference the Driver column to identify shipments that still need a driver. Learn more about the shipments list and filters in How to filter shipments.

Shipment execution in the Turvo Driver app

  • Shipment status updates and exceptions are generated via the driver’s actions in the app without intervention from the broker. Learn more about how drivers execute shipments in our Shipment execution in the Driver app article and video.
  • Tip: The driver can be contacted via Messenger, and messages can be automatically translated for drivers in the app. Learn How to set up and use messenger translation in the Driver app.
  • If enabled in the Admin console, the shipment status automatically updates to Route complete after the driver completes the shipment. If this is not enabled, the shipment status will stay in the Delivered status. Learn more about these settings in the Admin console settings video.

 

Prepare for billing

  • This process can be expedited by the carrier having their own tenant and uploading the invoice, or with a TriumphPay Audit integration. Learn more about inviting your carriers to join Turvo in our Self-service networking article.

Invoice the customer

Pay the carrier

 

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