Understanding the Fast Action Button (FAB)

The Fast Action Button (or FAB) within Turvo allows you to take action on shipments, orders, offers, etc. without having to leave the card view. Know that whenever you see the blue lightning bolt button, you can click it to take action!

Outlined below are the capabilities of the FAB and where you can find it throughout your Turvo tenant.

FAB options

Depending on where the FAB is located in the tenant, you’ll have the following options to choose from:

• Post update: Manually post a status update on a shipment, order or offer from the card.
  • Protip: For more information on manually posting shipment updates, check out our Manually post shipment updates article.
• Asset availability: Update any asset availability you’re aware of for the carrier (i.e. trucks, van, etc).
• Set appointment: Enter the details of the pickup/drop-off appointment for the carrier/driver. This information also informs the #approachinglate and #runninglate tags.
  • Note: This does not schedule an appointment with the actual facility. To determine how your delivery appointments are scheduled, reach out to the appropriate member of your team.
• Task: View or add/assign tasks for a particular shipment. Be aware these are available for others to see!
• Tag: Add/remove appropriate tags to an order, a shipment, or offer through stages of your organization’s workflow and as a shipment progresses through a route. Tags can also be added to customer or carrier accounts, items, contacts, and locations to provide additional information on the entity that is available at a glance, such as whether a carrier has Quickpay terms or a contact needs to be flagged as difficult to reach.
• Exception: View or add exceptions for the shipment.
• Contact: Depending on the status of the shipment, it displays the contact information for the shipper and carrier contacts, the route stops, and assigned groups.
• Add offer: You can add an offer to a carrier’s asset.
• Account status: Update the status of a customer, carrier or factor account to either Active or Inactive, as well as add any notes.
  • Note: Only those with Admin and Super admin access can change customer status. Those with any other type of access can still add notes.
• Add asset availability: Update any asset availability you’re aware of for the carrier. This option also allows for bulk imports of assets via CSV import.
• Contract status: Update the status of a contract to either Active or Inactive.

FAB options by section

When in card view, the FAB can be located by hovering over the card. Most FABs are located in the bottom right corner of the card.

Depending on the area of the tenant the FAB is selected, you’ll receive the following options:

Shipments

• Shipments
  • Post update
  • Asset availability: Asset availability is only available on shipments in the Quote, Tender, and Plan phase. Add offer is only available on shipments in a Tendered status and before.
  • Set appointment
  • Task
  • Tag
  • Exception
  • Contact
  • Posting
  • Add offer
• Orders
  • Post update
  • Tag
  • Task
• Offers
  • Tag
• Item master
  • Post update
  • Tag
• Contracts
  • Contract status
• Customers
  • Post update
  • Tag: Tags added to a customer account via the FAB can be made visible from within the Details tab of shipments for that customer.
    • Note: See our Show customer and carrier account tags within shipments article to learn more.
  • Task: Tasks added via the FAB can be managed from the customer account’s Tasks tab and from the Workbench.
    • Note: See our Create and manage account-related tasks article to learn more about adding tasks to accounts via the FAB.
  • Account status: Account status is only editable by Admin and Super admin users.
• Carriers
  • Post update
  • Tag: Tags added to a carrier account via the FAB can be made visible from within the Details tab of shipments handled by that carrier. 
  • Task
  • Add asset availability
• Account status: Account status is only editable by Admin and Super admin users
  • Network/Marketplace
    • Add asset availability
      • Note: The FAB is located in the bottom right corner of the page.

• Contacts
  • Tag
    • Note: Depending on how the contact is located, the FAB will be in two different places. If the contact is found through the left navigation bar > Contacts, the FAB is located within the Summary tab of the contact. Click on your desired contact from the Contacts page and the FAB is located in the bottom right corner of your screen.

• • • If you search for the contact in the search bar, the FAB will be available on the contact’s card.

• Locations
  • Task
  • Tag

Note: Some options may not be available in your Turvo tenant. If you have any questions or would like more information on a service you don’t currently have, please contact your Turvo representative.