Teach the spreadsheet shorthands (drop-off → real location/customer) so old loads land in the system correctly. Temporary — it shrinks as you clear it.
Document intake
drag & drop PDFs here, or click — rate con, delivery order, work order, arrival notice
or paste an order email
Master plan
Workflow: enter & schedule loads on the Board, assign drivers here on Plan, then send the moves out from Offers.
The “perfect scenario” — every open move assigned by urgency, driver history, and hours.
Estimated drive times & an 11-hour day; refine per driver below. Exact hours arrive with Samsara.
Load offers
Pending driver responses. Record accept / decline as drivers reply.
Duplicate loads
Loads sharing a container number — likely double-entries flagged first. Open each to merge or cancel.
Paperwork & billing readiness
Delivered loads and the paperwork each still needs to be billable — chase drivers for PODs, upload the rest.
Street turns
Empties at customers you could reuse for an export of the same line — instead of returning them. Restarts the new customer's free days. Open UIIA street turns
Drop a Samsara CSV export here, or click to browse — Duty Status Summary (driver hours) or Time on Site (stop arrivals). In Samsara: open the report, then … › Download CSV.
Driver onboarding
Track each new driver through the hiring pipeline. (Tenstreet sync can plug in here later.)
Chassis
Locations
Saved terminals, depots, and customer addresses. Using exact addresses here makes the driver route maps pinpoint-accurate and lets dispatch pick them by name when entering loads.
Customers
Your customer list for quick order entry. Customers you type on a load are added here automatically; rename to fix typos, or deactivate any you no longer use to keep the dropdown tidy.
Vendors
1099 vendors you pay directly — a transload warehouse, a lumper, etc. — outside of TLS billing. Add a vendor here, then add their cost to a load on the load's Pay tab (“+ Add vendor pay”). It counts against the load's margin and shows up as a payable you can mark paid once you settle their invoice.
EDI
customer electronic document exchange — tenders in, status & invoices out
Each partner is one trading relationship (a broker / IMC), configured from their companion guide. A 204 tender lands in Intake for review; accepting it sends a 990, load status changes send 214s, and issued invoices send 210s — every document acknowledged with a 997. Nothing is sent until a partner is enabled.
Trading partners
Recent documents
Money at risk
Live demurrage & per-diem exposure — 6/1/26 forward. Click a row to open the load.
Tasks
One ranked queue of everything that needs a person — derived live from the operating record. System tasks clear themselves when the underlying issue is fixed.
Settlements
Reconcile the carrier's weekly documents against what Entermodal has entered — statement, per-load billing, owner-op driver settlement, and escrow.
Drop the week's carrier files here, or click to browse — statement, billing list, driver settlement, escrow, pool-chassis invoice. Entermodal detects each and files it to the right week.
Invoices
Customer invoices generated from each load's billing worksheet — create on the load's Billing tab, send, and record payments here. Overdue = sent, past its due date, not fully paid.
Emails
Every email the app has sent — drivers, customers, and approvals.
Each employee has a profile with account & login, contact & address, employment & pay, permissions, and documents. Admins hold every permission; each permission can be turned on or off per person.
