⚠ Stop notes:
First Pickup
· WILMINGTON, NC
— * Provide shipper with carrier name, MC# and ask to check side of truck prior to loading. Also ask if shipper provides seal once driver is loaded if not driver needs to stop for seal en route to shipper.
+1 more
Unlocked
Lock this load before contacting carriers (15-minute hold).
1
Lock load
2
Call & log
3
Get rate approved
4
Book load
5
Capture capacity
Step 5Capture this truck's next-load preference before it ships out empty.
↻ Reload candidates (1)
Open loads picking up from KY on/after
06/03.
Pitch as a 2-load combo to the booked carrier.
First Pickup · WILMINGTON, NC
— * Provide shipper with carrier name, MC# and ask to check side of truck prior to loading. Also ask if shipper provides seal once driver is loaded if not driver needs to stop for seal en route to shipper.
Last Drop · FLORENCE, KY
— appt confirmed for 06/03 at 0900-JP
Load is unlocked. You can log this call as intel without claiming the load.
Submit a rate for approval
🚛 Where does this truck want to go next?
Booked: —
· capture their next-load preference now so reloads find them.
Activity
When
Action
By
Detail
06/0214:08
Status updated (TAI)
—
status=Dispatched
06/0212:15
Lock acquired
sam.rep@htlfreight.com
by=sam.rep@htlfreight.com
06/0211:30
Status updated (TAI)
—
status=Ready
06/0211:30
Status updated (TAI)
—
status=Ready
06/0207:01
Status updated (TAI)
—
status=Ready
06/0116:06
Status updated (TAI)
—
status=Ready
06/0107:57
Status updated (TAI)
—
status=Ready
05/2916:03
Status updated (TAI)
—
status=Ready
They passed — let's get more info
Capture this carrier's open trucks and preferred lanes while you're on the call.
👋 Welcome — quick tour for testers
You're testing CarrierCRM in dev mode. Two tools are available to help
you give feedback and review the app from any role.
1. Feedback widget
Find a bug, have an idea, or notice a confusing label? Use the
feedback button to file it. Your submission is attributed to you,
even if you're acting as a different role in the role switcher below.
Screenshot pending — drop feedback-widget.png into static/v6/onboarding/ to populate this slot.
2. Test as Role (the bottom bar)
The dark bar at the bottom of every page lets you take on a teammate's
identity to see what their role would see. Pick a rep, manager, or admin
from the dropdown — the page reloads as that person. Feedback you file
while impersonating still records you as the submitter,
with a note about the role you were testing.
Screenshot pending — drop test-as-role.png into static/v6/onboarding/ to populate this slot.
🧪 Test as:
Signed in as Dev UseradminDEV_MODE only · feedback is attributed to the signed-in user
Send feedback
Dev-only widget · captured to carrier_crm_v6_feedback