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
Next 7 days
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
Next 7 days
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 | Assigned To | Vehicle / Route | Est. Ship Date | Source | Status | Est. Price | Notes | |
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| Order ID | Customer | Email / Phone | Vehicle / Route | Price | Deposit | Status | Follow-up | 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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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.
When someone signs in on a computer or phone not used in the last 60 days, Trux CRM emails them a 6-digit code first. Managed by Trux CRM.
Everyone signed in to your company right now. A login ends by itself after 24 hours.
See who is signed in to your company right now, on which device, and sign anyone out.
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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Connect your company’s own load board accounts, so loads post from an order under your company name. Click a board to connect or manage it.
Admins only. Agents post from orders once a board is connected.
Your company’s Central Dispatch account
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Your company’s Super Dispatch API keys
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Connect the company that processes your card payments, then choose how card charges work. Click a provider to connect or manage it.
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Card payments: your company’s own merchant account
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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.
Give a lead provider its own key and their leads land in Leads automatically — up to 500 a day per key. These arrive quietly: no alerts and no phone notifications, so a bulk drop never floods you.
Upload a CSV and the leads land in Leads. Duplicates are skipped, and any import can be undone.