Below you'll find a comprehensive list of the features released in the 2022-R1 release with guidance and links to new and updated Help Center materials. Use the content guide below to jump directly to the feature area you want to see.
For an overview of R1 key features and benefits, see our 2022-R1 Product Release Webinar article to watch the webinar.
Table of contents:
Shipment notes sharing between tenants: Like the feature already available for orders, notes added to the Notes tab of a shipment can now be shared to other tenants if sharing is enabled on the note itself. To enable sharing for a note, hover over the note and click the lock icon. Then, select the appropriate accounts from the drop-down menu and click APPLY to save your changes.
Resolving secondary exceptions created when resolving Needs Location Update: If a location update that is provided to resolve a Needs Location Update exception causes a violation of the Running late exception rule, providing a reason for the Needs Location Update exception will create the secondary exception and resolve both exceptions at once.
Use Autopilot to create payable discrepancy rules: Autopilot now provides the ability to create payable discrepancy rules, which are used to flag shipment costs that exceed specified amounts and add the #PayableDiscrepancy tag to the shipment if the cost is accepted.
Check out our article, Autopilot: Payable discrepancy rules, to learn more about creating and utilizing payable discrepancy rules. Reach out to your Turvo representative to have payable discrepancy rules enabled as an option in Autopilot on your tenant.
Cross-tenant messaging enhancement: We’ve updated Turvo’s messaging capabilities! When documents are sent as attachments in messages between users on different tenants, users can now view and download the file directly from the message.
Note: Attachment viewing and downloading from Messenger will be rolled out to the Turvo Mobile app at a later date.
Driver location verification when completing shipments: Turvo now offers the option for brokers to prevent drivers from marking shipments complete if the driver’s location is outside of the established geofence. Reach out to your Turvo representative to enable this feature.
For more information about geofences, see the Managing advanced location details article in the Help Center.
Carrier account Pay to name display update: Currently, the carrier and factor names are included in the carrier Pay to name. If the carrier is factored, the Pay to name displays “Factor name, c/o Carrier name”.
In response to customer feedback, the Pay to name will now display “Carrier name, c/o Factor name”
New DOT number error message: Attempting to share a shipment with a driver whose carrier account does not have a DOT number will now trigger an error message. You will need to either add a valid DOT number to the carrier account, or share the shipment with a different carrier.
Order date field improvements: In order to provide better clarity when creating and viewing orders, we have modified the order dates fields to be more specific.
We’ve renamed the following order fields:
- Pickup date is now Requested pickup
- Delivery date is now Requested delivery
We’ve added the following fields to the orders list view (and filters), overview card, and orders within the Inventory list view (and filters):
- Planned Pickup
- Planned Delivery
- Pickup Appointment
- Delivery Appointment
Decimal points now allowed on order and shipment line items: Turvo now allows the use of decimals for order and shipment line items. This update is intended to help improve accuracy and efficiency in maximizing transportation space.
For example, if an order requires 1.5 pallets to ship, you previously needed to enter 2 pallets. Now, you can enter the shipment exactly as 1.5 pallets, which gives you a more accurate understanding of how much room is taken up by the order.
Motor Carrier (MC) Numbers update: Turvo has started to receive valid MC numbers that contain letter characters. We’ve updated the field to be able to accept letters. When entering MC numbers, note the following changes:
- User interface: You may now use letters in addition to numbers.
- TDI: You may now use letters in addition to numbers.
- API: You may now use letters in addition to numbers, but the number must be entered as a String. Previously, this number was entered as an Integer.
- Note: To allow time for this change, Turvo will accept both Strings and Integers during the R2 release cycle, and then sunset the ability to add the MC number as an integer.
Improved recurring appointment functionality: When setting up an appointment, selecting the Recurring appointment check box now copies over more of the fields filled in for the initial appointment.
Note: The Order field and its child fields are not copied over.
More options for appointment scheduling customer help: You can now direct your customers to a support ticket management system instead of an email address when they click Contact us in appointment scheduling. For more information, see the Managing appointment schedule details article in the Help Center.
Phase filter added to Orders list view: With the new Phase filter option, users can now filter their Orders list view by phase without having to filter by order status. Previously, to filter by order phase, users would have to filter the view by all statuses that contained that phase.
Improved Customer and Carrier removal: Previously, when slot reservations have been uploaded, the customers and carriers that have their names on the slots are treated as "Named" customers/carriers, and therefore aren’t allowed to use Other slots. Users have reported needing to set up support tickets to remove customers and carriers from this “Named” list.
The slot reservation system has now been updated to remove these customers and carriers from the “Named” list when the user deletes the uploaded reservations.
Adding/editing payment terms in imported carrier accounts: Turvo now allows the addition and modification of payment terms within the user interface for carriers imported into your tenant via the Turvo Data Importer (TDI), Bulk Data Ingestion (BDI), or other integrations. Previously, payment terms for carriers added to the tenant via these methods could not be modified within Turvo.
Disconnecting integrations via Integration Hub - Additional integrations added: We’ve extended the ability to disconnect connections via Integration Hub to FourKites, MacroPoint, Xero, QBO, HubTran, EZClaim and RMIS. For more information on Integration hub and disconnecting integrations, see our Integration Hub article in the Help Center.
New Business Rules available in the Admin console: We’ve expanded the rule configurations available in the Admin console to include the following new rules:
- Customer rules: Check for customer credit limit and Customer status check
- Carrier rules: Multiple carrier check - LTL shipment, Paid carrier check, Refer flag check, New carrier insurance check, Carrier insurance check during shipment updates, and Carrier check on Ship phase shipments
- Payment rules: Fuel advance limit check and Payment not allowed in Quote phase
- User rules: Prevent cancellation of paid shipments, Prevent Completed shipment updates, and Check for driver/dispatcher contact info
To learn more and to start configuring your tenant-level rules, see the following articles available in our Help Center:
- Configuring business rules for customer accounts
- Configuring business rules for carrier accounts
- Configuring business rules for payments
- Configuring business rules for users
Don’t see rule configurations for the entities you’re looking for? Stay tuned--More rules are on the way!
Change to DAT integration login: Turvo is switching DAT integration from SOAP API to REST API. While the change won’t cause many noticeable differences, the login process to connect DAT accounts with Turvo has changed.
Previously, all users were required to log in with a username and password within the Details > Settings section of their User profile.
Logging in with a password is now only required for the DAT service account at the tenant level. Once that service account is connected, new users only need to log in with a username; no password is required. Existing users will automatically carry over and do not need to log in again. For more information, see the How to enable DAT postings article in the Help Center.
New FleetOps integration: Users can now integrate their Turvo tenant with FleetOps. FleetOps is an aggregation and digital freight matching platform built specifically for freight brokerages. With this integration, you can post shipments from your Turvo tenant directly to the FleetOps platform. If you would like to enable FleetOps for your tenant, reach out to your Turvo representative. To learn more about the FleetOps integration, see the Turvo’s FleetOps integration article in the Help Center.
Note: Some tenants have been using an existing integration provided by FleetOps. This integration will continue to work, but will not contain all of the features provided in this update. If you would like to switch from the existing FleetOps integration to this new one, contact your FleetOps rep for an API key and follow the instructions in the Turvo’s FleetOps integration article in the Help Center.
New Reported by filter added to Shipments and Marketplace: In the Carriers tab of a shipment and in the Marketplace page, you can now use the Reported by option to filter assets by the user(s) that created them.
Offer management now available for drayage shipments: Previously, offer management was only available for truckload (TL) shipments. Turvo now supports offer management for drayage shipments.
See the How to send an offer to a carrier article and the How to send and manage offers to Carriers in Turvo video in the Help Center for more information.
Improved Offer entity screen and email guest experience: We’ve added more information to the offer entity screen as well as the offer page that carriers receive.
The Offer entity screen now also includes Overview, Route, and Items cards.
The carrier offer page now includes Equipment required, Items, and Pickup / Delivery Route instructions information.
Greenscreens.ai integration: If you’re a broker with a Greenscreens account, Turvo can now directly import pricing targets from Greenscreens into your shipment plans. Greenscreens utilizes machine learning built from your own historical data, anonymized aggregate customer data, and external sources to create pricing targets.
Check out our article, Turvo’s Greenscreens.ai integration, in the Help Center to learn more about setting up and using the integration.
Routing Guide feature now available through TDI: Now, you can upload Routing Guides through TDI by using the routing_guide.csv and routing_sequence.csv files. These files are available by downloading the Routing Guide template through TDI via the Admin console.
For more information about using TDI, see the Introduction to TDI article in the Help Center.
For more information about mapping the fields in the Routing Guide csv files, see the TDI field mapping tables - Routing Guide article in the Help Center.
Export List view results to .XLS spreadsheet: We’ve added a Download button that is available in the List view anywhere in Turvo when a filter is applied. This button will create an .XLS spreadsheet containing the results currently shown in the list view. See our article, How to navigate in Turvo, to learn more.
Update status modal appears when changing mode in shipments: When updating the mode of a Route segment in the shipment’s Overview section, the Update status modal will prompt you to change the shipment’s Status and other information, depending on the current status of the shipment and the new mode.
LTL shipment creation and management updates: We’ve added the following features in support of improved LTL shipment creation and management:
Addition of an alternate LTL shipment creation workflow: You can now use an alternate LTL shipment creation workflow that makes the Create shipment modal more targeted at the needs of LTL shipping, removes the requirement for item details at the time of shipment creation, and updates the layout of item details for LTL shipments to be more LTL-friendly. See our article, How to create an LTL shipment, to learn more about the new process.
- Note: Reach out to your Turvo representative to enable the alternate LTL shipment creation workflow for your tenant. By default, the original LTL shipment creation process will be enabled on your tenant.
Addition of LTL Freight Class & NMFC# to shipment Overview card: For any shipment with an LTL route segment, the shipment summary’s Overview card now displays the freight classes and the National Motor Freight Classification (NMFC) numbers for items in the shipment.
Drayage milestones added to OpenTrack integration: The OpenTrack integration beta for container tracking now provides milestones for Drayage shipments. Reach out to your Turvo representative to participate in the beta. See our article, Using OpenTrack for container tracking [Limited Release], to learn more.
Updates to Order to Shipment planning: Turvo now supports creating TL, LTL, and Drayage shipments when adding a shipment directly to an order or using the Manual Plan function to create a shipment for multiple orders. Additionally, the quantity and/or handling quantity of items within your orders is displayed alongside the total weight and volume when selecting multiple orders for planning. See our Order to shipment planning article to learn more.
Note: Automatic order to shipment planning only supports TL shipment creation.
Timestamp in Shipment list view’s Location column: The Location column available in the Shipment list view now features a timestamp for the last location update, if available. The timestamp will be in the user’s timezone, not the location’s. Due to this addition, the Updated date column has been removed.
Updates to additional attributes for shipment/order sharing: When sharing a shipment or order between two tenants that use the same additional attributes, Turvo now allows users on the receiving tenant to filter by the additional attributes, even if the original tenant does not have that attribute configured for filtering.
Filter shipments by radius from destination location: You can now add a radius to the Destination field in the Shipments filter to find all shipments within a specified radius of the indicated destination location.
Automate shipment status changes with new shipment status transition rules: Turvo users now have the ability to create automatic shipment status transition rules within the Rules section of the Admin console. These rules allow shipments with a specific status to automatically change to another status once a set amount of time has elapsed. This feature has been enabled by default for all tenants. See our article, How to create automatic shipment status transition rules, to learn more.
RMIS integration enhancements: Turvo’s RMIS integration now ingests “pay to” information (regardless of the Carrier being factored or not), default payment methods and terms, Tax IDs, phone Country information, and RMIS IDs from RMIS. Additionally, the RMIS integration now maps the Trailer Interchange insurance type into Turvo. See our Help Center article about Turvo’s RMIS integration for more information around mapping and how to enable RMIS for your tenant.
Year to date summary report in Analytics: To give users the ability to compare between year-to-date metrics for previous years, we’ve created the Year to date metrics summary report in Turvo Analytics. With the Year to date metrics summary report, you can easily drill into specifics of your year-to-date performance to determine trends within your organization. See our Turvo Analytics at a glance article for more information.
Inventory 360 now available in Turvo Analytics: The Inventory 360 view has been added to Turvo Analytics, allowing you to view reports on inventory across your warehouse locations! To learn more about Inventory 360, check out our article, Turvo Analytics at a glance. If you’re interested in Turvo Analytics for your tenant, reach out to your Turvo representative.
Invoice customer report filter options: To reduce confusion, we’ve removed the Invoice date range and Due date range filter from the filter options available for the Invoice customer report.
Carrier Shipments report updates for multiple carriers: Rather than displaying one carrier per shipment, the Carrier Shipments report has been updated to give each carrier assigned to a shipment their own line in the report. This means shipments with multiple carriers assigned will have more than one line in the report, as shown in the screenshot example below.
Invoice number added to Analytics reports: To enhance the historical invoice data sent to your customers, we’ve added a field to note the Invoice number along with the other invoice data presented in the Shipment 360, Shipment exception 360, and Shipment cost 360 data sources.
Turvo connection data added to Analytics reports: To enhance the creation of reports for tracking the adoption of your Turvo network by your business partners, we’ve added the following new fields to the Shipment 360, Shipment Exception 360, Shipment Cost 360, and Offer 360 data sources in Turvo Analytics:
- Self-service invite sent flag
- Date first invitation sent
- Date most recent invitation sent
- Number of invitations sent
- Date of first login
- Date of most recent login
- Name of user that sent the most recent invitation
- Username that sent the most recent invitation
- Name of user that sent the first invitation
- Username that sent the first invitation