Brokers
Save a broker once and their fee and fuel surcharge fill in on every new job. You'll also see who owes you and who's late.
Add a broker
- Tap the Brokers tab.
- Tap + Add broker.
- Type the Broker or trucking company name. This is the only box you have to fill in.
- Add the Contact, Phone and Email if you want them handy.
- Type their Usual broker fee %, how many days they take to pay in Pays within (days), and their Usual fuel surcharge %. If you leave the days blank, 30 days is used.
- Tap Save broker.
Use a broker on a job
In the Add job form, pick the broker from Broker / company. Their Broker fee % and Fuel surcharge % fill in for you. You can still change them for that one job. Hauling direct? Pick No broker / direct.
See who owes you
The Brokers tab lists each broker with these columns:
| Column | What it means |
|---|---|
| Fee | Their usual broker fee. |
| Terms | How many days they take to pay. |
| All-time revenue | What all your jobs for them have paid, after fees. |
| Unpaid | Jobs you haven't marked paid yet. |
| Past due | Unpaid jobs older than their terms. |
A job is due its broker's number of days after the job date. When the check comes, tap Mark paid on the job in Jobs & loads. The Dashboard also has a By broker table for the month you're looking at.
Change or remove a broker
Tap Edit next to the broker, make your changes and tap Save broker. To remove one, tap Delete. Jobs you logged for them stay, and show as “No broker”.