Selected revenue
$0
No orders in this period
Your brokerage at a glance
Waiting for signed orders
Broker fee is counted only after a payment is recorded in the order’s Payment History.
No orders in this period
Follow-up pool
Pricing work queue
None scheduled this week
No orders booked today
Weekly momentum
Monthly booked value
N/A leading this view
| Rank | Agent | Revenue | Deals |
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Your personal performance — leads, quotes and orders you created or were assigned.
| Order ID | Customer | Route | Quote Status | Progress | Assigned |
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Manage your profile photo and password. Other account details are handled by your admin.
To change your email address, contact your admin.
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Get a locked-screen alert on this device when an order you’re assigned is signed. Turn it on for each phone/computer you use.
| Order ID | Customer | Email / Phone | Vehicle / Route | Source | Status | Follow-Up | Est. Price | Notes |
|---|---|---|---|---|---|---|---|---|
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| Order ID | Customer | Email / Phone | Vehicle / Route | Price | Deposit | Status | Valid Until | Assigned To | Notes |
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| Order ID | Customer | Email / Phone | Vehicle / Route | Status | Source | Timeline | Agent | Price | Carrier | Notes |
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| Carrier | Contact | Carrier Pay | Route | Transport | Ship Date | Order ID | Status | Vehicles | Insurance Exp. |
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| Customer Name | Phone | Company | Added | Actions | |
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These details appear across the CRM, customer pages, emails, and PDFs.
Store transport registration details and the color used in branded customer documents.
Upload compressed images used by the workspace and customer-facing documents.
This image is only shown inside your admin workspace and activity areas.
Upload a transparent PNG for emails, PDFs, and branded customer pages.
Three short steps so your quotes, order forms, and invoices send reliably — and land in the inbox, not spam.
The email account the CRM sends from.
The name and address customers see in their inbox.
Verify your domain so emails don’t land in spam. One-time setup.
Not technical? Click Copy message for your host and send it to your email/hosting provider’s support — they’ll set it up for you. We find your DKIM selector automatically, so you don’t need to know it.
These values appear in every signed order PDF. Leave fields blank to use the built-in defaults.
The email address you use to sign in.
To change your email address, contact Truxcrm.
Pick a new sign-in password. You'll stay logged in on this device.
Get a desktop or locked-screen alert on this device when an order is signed. Set per device — turn it on for each phone or computer you want alerts on.
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