Once a carrier has been created, you can view and edit the carrier details by navigating to Accounts > Carrier in the left navigation bar. From here, you will be directed to a view containing all carrier accounts.
Card and List View
To view the carrier accounts in card view (this is the default view), select the card icon from the top right corner, as shown below.
To view the carrier accounts in list view, select the list icon as shown below.
To quickly view carrier details from list view, click on the carrier line to display the right pane. It’s important to note that clicking on the carrier name will bring you to the carrier profile. To display the right pane, click anywhere else on the line.
Within the right pane, you’ll find additional information about the carrier such as the number of historical shipments executed by the carrier's Name, Equipment used, Modes performed, and Historical lanes.
Carriers can also be marked as a favorite from the carrier list view, card view, or from within the carrier itself. Marking a carrier as a favorite allows you to quickly identify your most trusted carriers and gives the ability to filter your Carriers page to show only those favorites.
In the Carriers page list view and card view, hover over the carrier and an empty star will appear on the left side.
Clicking an empty star will mark the carrier as a favorite. Carriers that have been marked as favorites will be indicated by a yellow star. To remove a carrier from your favorites, click the yellow star.
When you click into a carrier profile, carriers marked as a favorite will have a yellow star above their profile image, next to their account status.
Sort and Filter
Clicking the Sort option (the two arrow icon at the top right) allows you to view the Carriers page by carrier's Name, MC number, DOT number, SCAC, or Updated date.
Clicking the filters icon allows you to quickly filter the page by any of the following fields:
|Carrier filter options|
|Carrier name||Address||MC number||DOT number|
|Account number||Created date range||Parent account (Is/Is not)||Services (Is/Is not)|
|Equipment (Is/Is not)||Origin/Destination||Favorites (All/My favorites)||Has Tax ID? (Yes/No)|
Additionally, you can access any filters you have previously saved by selecting from the My filters drop-down.
The carrier account profile’s Summary tab displays a quick view of information on the carrier's stats, documents, notes, shipments, and timeline updates. <
The Stats card provides a snapshot of your history with the carrier account using the fields described in the list below.
Important note: The data shown in the Stats card is typically updated once a day at 7:30 AM Coordinated Universal Time (UTC) / 2:00 AM U.S. Eastern Standard Time (EST). Depending on the time of day that you view the Summary tab, the displayed data may be up to 24 hours old.
- Parent account: The Parent account that is linked to the carrier account.
- For more information on Parent accounts, see our article, Create an account hierarchy.
- Shipments: The total number of shipments assigned to this carrier account in the last three years.
- This number excludes those shipments with Canceled, Quote active, Quote inactive, and Tendered statuses.
- Total payment: The total payment amount for all shipments assigned to this carrier account in the last three years.
- This amount excludes shipments with the Canceled, Quote active, Quote inactive, and Tendered statuses.
- Net revenue per shipment: The average revenue per shipment for shipments assigned to this carrier account in the last three years.
- Shipments with Canceled, Quote active, Quote inactive, and Tendered statuses are not included when calculating the average net revenue from the carrier’s shipments.
- Margin %: The average cost margin percentage on shipments assigned to this carrier account in the last three years.
- This percentage excludes revenue from shipments with Canceled, Quote active, Quote inactive, and Tendered statuses.
- A/P: The total amount of outstanding payment owed by you by the carrier, across all shipments in the last three years.
- Turvo excludes shipments with Completed and Canceled statuses when calculating this amount.
- Average days to pay: The average number of days taken to pay the carrier for shipments assigned to them in the last three years.
- Turvo excludes shipments with the Canceled status when calculating this number.
- Tenure: The total length of time since the first shipment was assigned to the carrier profile, excluding shipments with Canceled, Quote active, Quote inactive, and Tendered statuses.
Recent documents card
The Recent documents card displays the documents recently uploaded to the carrier profile. The card also provides options to add a document to the account and view all documents housed in the Documents tab.
Note: This card does not appear if no documents have been uploaded to the carrier profile’s Documents tab.
The Tasks card displays a preview of the most recent tasks associated with the carrier profile. Click a task to view that task’s details in the profile’s Tasks tab, or click View all tasks to go to the carrier profile’s Tasks tab to see all tasks.
The Notes card displays any notes logged in the Notes tab of the carrier profile. Like the Recent documents card, the Notes card also provides the ability to create a new note on the carrier profile.
Note: The card does not appear if there are no saved notes in the carrier profile’s Notes tab.
The Shipments card displays a preview of the most recent shipments assigned to the carrier. Click a shipment to open that shipment’s details, or click View all shipments to go to the carrier profile’s Shipments tab.
The Conversations card displays a summary of messages you have permissions to view with contacts associated with the carrier account. Conversations can also be viewed and started in the Messenger tab.
Note: The card does not appear if there are no messages between contacts associated with the carrier account or if you don’t have permissions to view certain messages.
Editing carrier information
To edit the details that are in the carrier's profile, navigate to the Details tab.
Note: Only users with admin permission and above can edit the carrier profile status, update any segments carrier's Payment section, edit Authority statuses, and add/remove account owners.
The General section allows you to edit the carrier's address, phone number, email address, add the company's website information, add special instructions, add billing, claims, exception, and offer contacts, and update the profile status.
Protip: Carriers are defaulted to the Created status when first created. Update them to Active under the Status segment in order to add them to shipments.
The Profile segment can be expanded to reveal basic profile data fields such as addresses, phone numbers, email addresses, and primary contact information. One of each can be marked as Primary for each category. Here you can also add the DOT, MC, ARB, Tax ID*, and SCAC for the carrier.
*Note: VAT IDs for European carriers are labeled Tax ID in Turvo.
Make sure to click SAVE to save any changes you've made!
The information available here is automatically pulled from the SaferSys database, based on information matching the carrier Name, MC #, or DOT # and updated and maintained via SaferWatch.
If no information is available in this section, SaferSys was unable to locate the carrier to provide any information.
Note: The information available in this section is not editable by any permission level.
Active authorities are pulled from the information gathered on the carrier via SaferSys, however you have the ability to edit the status to Active, Inactive, or None if needed.
These settings are used to configure which carrier contacts should receive automatic email requests for billing, claims, exceptions, and/or offer updates. Enter the contact name into the Contact field and select them from the drop-down to automatically populate the phone and email fields with the appropriate information or enter the information manually.
Special IDs to reference the carrier can be added under the IDs segment if needed. Options include adding a CRM ID, ERP ID, Project ID, Contract ID, or other ID that your organization uses to reference this carrier.
You can also click + Add ID to add multiple IDs.
Ratings and stats
The CSA 2010 segment was originally put in place to pull the carrier’s CSA score from the FMCSA’s website, but this information is no longer public. Because of this, you’ll see the section says “No scores” when expanded.
The Stats segment of the carrier’s details shows account statistics, including current payment totals and number of shipments assigned to the carrier.
View and add shipping modes and the service types the carrier performs. To manually add multiple modes and service types, click + Add mode and select the mode and service type you’d like to add. You can also designate the primary mode for the carrier by selecting the Primary option to the right of the segment.
Protip: Need to remove a mode from the carrier? Hover over the segment and click the blue x that appears in the top right corner. This is applicable to all segments across the carrier account.
Here you can view and add equipment types the carrier uses. Turvo will automatically update the carrier’s account to add equipment types from shipments that have reached a Completed status with the carrier still assigned.
To manually add equipment types, click + Add equipment and add your desired equipment. Primary equipment can also be designated for the carrier by selecting the Primary option on the right.
You can also add any services the carrier offers by selecting them from the drop-down of the Services field. Make sure to click SAVE to save your changes.
View and add lanes performed by the carrier. When the carrier is assigned to a shipment, Turvo will automatically update the carrier’s account with the lanes from shipments once they’ve reached a Completed status.
To manually add lanes, click + Add lane and enter the Origin city, Destination city, Cost type, Price and Priority (optional). Make sure to click SAVE to save your changes.
The carrier’s payment information is broken into three segments: Method, Terms, and Advances. Each of these settings are configured on a tenant-wide basis, but here you can assign the specific payment terms, methods and advances to the carrier.
For more details on payment and billing settings, watch the Video: Account-level settings for payments & billing.
Within the Method section, you can choose whether a carrier invoice is automatically generated for the carrier and which methods can be used to pay the carrier (e.g. ACH, COMCHECK, EFS, Paper check, and Wire, etc).
To automatically generate a carrier invoice whenever a shipment the carrier is assigned to reaches the Ready for billing status, select the Auto invoice checkbox.
To add payment methods, select + Add payment method and choose the appropriate payment method from the drop-down. Depending on the payment method selected, additional fields will appear if more information is needed. For example, if ACH is selected, you will be asked for who the payment should be made to, Bank name, Account type, Routing number, and Account number.
Terms show payment terms that have been established based on the Administrator/Finance preferences made in the Admin Console. There will be a default term as identified by the radio button, and each term can be toggled on and off, to tailor the carrier’s terms as a subset of the global terms that your Admin has set.
Protip: You also have the ability to manage the payment methods affiliated with a given payment term. For example, if you only want to quick pay a carrier through a wire, you would remove all methods other than Wire from the Quick Pay term, and then hit SAVE.
This section shows the payment advances associated with this carrier. You can choose which advances types you’d like to toggle on and select whether dispatchers or drivers can use them. If Allow advances is toggled off, they will not appear under Shipments when trying to pay an advance to a carrier.
Protip: If no defaults have been added for the carrier account, you’ll need to click Add defaults before seeing the toggles and other options.
Note: If the Pay to fields are not enabled for your tenant, reach out to your Turvo representative.
The Pay to fields of the Payments section note any factoring companies that should be paid. These fields are also utilized by Turvo’s Triumph Pay and Quickbooks Online* integrations, and by the Turvo Analytics reporting tool.
*Note: Syncing factoring company info with your Quickbooks online integration is not enabled by default and must be turned on by Turvo. Reach out to your Turvo representative for more information.
The Name and Address fields are auto populated with the factoring company’s information if:
- You have an integration with RMIS.
- You select the Pay factoring company checkbox when adding a new payment method to the Methods section.
Click the Factor flag checkbox to indicate whether the party receiving the payment is a factoring company.
Note: If there is no factoring company associated with the carrier profile, the carrier’s information will be automatically entered in this section.
This is where specific accounting information, including unique IDs and integrations with third-party accounting systems are configured.
If no fields are shown, or you need to add an additional accounting system, click +Add Accounting System to configure an accounting system integration for the carrier.
The Accounting system drop-down allows you to select from accounting systems that are available in your tenant.
The ID type drop-down allows you to select from available ID types, which will differ based on the accounting system selected. Possible ID types include GL Code, Cost center, Account, Xero ID, Netsuite ID, or Quickbooks Online ID.
Use the Value field to enter the ID for the carrier in the selected accounting system. Click SAVE once complete.
Note: Multiple ID types can be associated with the same accounting system, and multiple accounting systems can be associated with the same carrier.
Protip: Check out our article on Turvo's Financial Management System integrations to learn more about available accounting integrations.
Any insurance policies added for the carrier can be viewed, added, and managed here. To add insurance for a carrier, click + Add insurance and enter the required fields (Insurance type, Insurance amount, Provider, and Policy number).
While other fields are optional, we suggest completing all fields for the most complete picture of the carrier’s insurance.
The Account owner is the Turvo user within your organization who is responsible for the carrier account. If an account is created manually, the person who created the account will be the default Account owner, which can be updated later if needed. If an account is created via an API or from another source, the Account owner will be “Turvo System Bot”.
If the Is offer owner box is checked next to their name, the Account owner will also be the owner of any offers sent to the carrier. If left unchecked, the offer creator is the offer owner.
In order to allot a specific commission percentage of the net revenue to Turvo users, add their name here with the appropriate commission percent. Additional users can be added to receive commission by clicking + Add user.
The Settings section of the Details tab gives you the ability to configure settings for the carrier account and is split into three segments: Sharing, LTL, and Fuel surcharge.
The Sharing segment allows you to manually send exception links to the carrier, so they can provide updates on all open exceptions that have been shared with them. For more information on creating and managing exception links, see our How to send an Exception link to a carrier article.
The LTL segment allows for the carrier to be configured to appear in LTL results, in order to be used for LTL shipments. For more information on setting up carriers for LTL and additional information on LTL shipments, see our LTL Shipment Guide.
You can also use the FAK configuration fields to utilize Freight of Any Kind (FAK) freight classes when rating LTL shipments for the carrier. See our article, Creating and assigning Freight of Any Kind groups for LTL shipment rating , to learn more about configuring FAK freight classes.
The Fuel surcharge segment is used to configure fuel surcharge (FSC) plan preferences for the carrier’s shipments. With these fields, you can select one of the FSC plans created for your tenant and the shipment mode(s) that plan will apply to. Once applied, the fuel surcharges to be paid to the carrier are automatically calculated and applied using prices from the fuel index at the appropriate date and costs ranges created for the FSC plan.
See our article, Creating and assigning fuel surcharge plans, to learn more about creating and utilizing FSC plans.
The Driver App segment contains configurations that control this account’s behavior in the Turvo Driver App. The Allow driver to complete shipment milestones outside pickup and delivery geofences configuration allows drivers to manually mark deliveries complete while they are detected to be outside an established geofence. By default, this configuration is toggled off. See the geofencing section of the Managing advanced location details article for more information.
Tenants that use the Document templates feature in the Admin console can view any secondary document templates that are assigned to the carrier account for document creation using the Document templates segment. Clicking a template name in this section will open the template in the Admin console for Admin and Super Admin users.
See our article on Configuring Document templates in Admin console article to learn more about creating custom templates and assigning them to carrier accounts.