Active leads
0
Booked broker fee
$0
Waiting for signed orders
Needs a carrier
0
Orders sitting in the dispatch queue
Active leads
0
Quotes
0
Signed orders
0
No orders yetPipeline health
Team performance
Route intelligence
Where deals come from
Work queue
Last 15 days
Booked broker fee
$0
Waiting for signed orders
Needs a carrier
0
Orders sitting in the dispatch queue
Active leads
0
Quotes
0
Signed orders
0
No orders yetPipeline health
Your queue
Route intelligence
Where your deals come from
Work queue
This device
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Security
Use a password you don’t use anywhere else.
| Order ID | Customer | Email / Phone | Vehicle / Route | Est. Ship Date | 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 |
|---|---|---|---|---|---|---|---|---|---|
| Loading... | |||||||||
| Order ID | Customer | Email / Phone | Vehicle / Route | Status | Source | Timeline | Agent | Price | Carrier | Notes |
|---|---|---|---|---|---|---|---|---|---|---|
| Loading... | ||||||||||
| Carrier | Contact | Carrier Pay | Route | Transport | Ship Date | Order ID | Status | Vehicles | Insurance Exp. |
|---|---|---|---|---|---|---|---|---|---|
| Loading… | |||||||||
| Customer Name | Phone | Company | Added | Actions | |
|---|---|---|---|---|---|
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These details appear across the CRM, customer pages, emails and PDFs.
A short code that starts every order and quote number (e.g. NV → NVxxxxx). Required before you can create quotes or orders.
Transport registration numbers shown on your branded documents.
Used on your branded customer documents and PDFs.
Shown on emails, PDFs and inside your workspace.
Three short steps so your quotes, order forms and invoices land in the inbox — not spam.
The 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 the limits blank to use the built-in defaults.
The email address you use to sign in.
To change your login email, contact Trux CRM.
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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Create a hosted “Get a Quote” form for your website. Every submission lands in Leads instantly, with an alert. Share the link, embed it, or connect your own form.