<h2 id="qs2p3m3bsl2" data-toc-id="qs2p3m3bsl2">Step 1: Open Your Templates</h2><p>Navigate to <strong>My Templates</strong> from the shipment creation screen.<br>This list contains all shipment templates you’ve previously created.</p><img data-width="100%" data-align="left" alt="" data-featurebase-content-key="69457fc82856aebcdc086c1e/article/6946cc55752adb526eb7d104/019b3c8f-22b8-7c34-9fe1-aaecf0c0dfa8/b64u-c2hvdyBteSB0ZW1wbGF0ZXMucG5n.png" data-featurebase-content-filename="show my templates.png" src="https://69457fc82856aebcdc086c1e.featurebase-attachments.com/c/article/6946cc55752adb526eb7d104/019b3c8f-22b8-7c34-9fe1-aaecf0c0dfa8/b64u-c2hvdyBteSB0ZW1wbGF0ZXMucG5n.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260328T140000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260328%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=5c609dc3aa3941964a1167db796c93bf66affaeb8256156e92de746b3bc75b24"><h2 id="p2owkxb5aa7" data-toc-id="p2owkxb5aa7">Step 2: Select A Template</h2><p>Choose the template you want to use.<br>When selected, the shipment form will automatically populate with the saved details from that template.</p><img data-width="100%" data-align="left" alt="" data-featurebase-content-key="69457fc82856aebcdc086c1e/article/6946cc55752adb526eb7d104/019b3c8f-6ccc-7e14-b593-a4e2f621c1aa/b64u-dGVtcGxhdGUgNC5wbmc.png" data-featurebase-content-filename="template 4.png" src="https://69457fc82856aebcdc086c1e.featurebase-attachments.com/c/article/6946cc55752adb526eb7d104/019b3c8f-6ccc-7e14-b593-a4e2f621c1aa/b64u-dGVtcGxhdGUgNC5wbmc.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260328T140000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260328%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=f49960f83c0c9c1cbc2d8b6821f265190d7117eb19a8c524d23985a8db439f6d"><h2 id="x3bssd2rrdq" data-toc-id="x3bssd2rrdq">Step 3: Update Shipment Details</h2><p>Your shipment details will be automatically populated.  Make any required edits before posting your load.</p><img data-width="100%" data-align="left" alt="" data-featurebase-content-key="69457fc82856aebcdc086c1e/article/6946cc55752adb526eb7d104/019b3c90-b50c-7beb-b5bb-ab50ff62dee5/b64u-dGVtcGxhdGUgMS5wbmc.png" data-featurebase-content-filename="template 1.png" src="https://69457fc82856aebcdc086c1e.featurebase-attachments.com/c/article/6946cc55752adb526eb7d104/019b3c90-b50c-7beb-b5bb-ab50ff62dee5/b64u-dGVtcGxhdGUgMS5wbmc.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260328T140000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260328%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=ea4848bb85a390b2d912d288a77fc675943dbd9db3d03fd09a38143b55b2e8bb"><h2 id="7zdpq0704qs" data-toc-id="7zdpq0704qs">Step 4: Post Your Shipment</h2><p>Click REVIEW SHIPMENT. If all looks good, click POST SHIPMENT.</p><img data-width="100%" data-align="left" alt="" data-featurebase-content-key="69457fc82856aebcdc086c1e/article/6946cc55752adb526eb7d104/019b3c94-c1c7-7dff-8857-72f569336bfa/b64u-cG9zdCBzaGlwLnBuZw.png" data-featurebase-content-filename="post ship.png" src="https://69457fc82856aebcdc086c1e.featurebase-attachments.com/c/article/6946cc55752adb526eb7d104/019b3c94-c1c7-7dff-8857-72f569336bfa/b64u-cG9zdCBzaGlwLnBuZw.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260328T140000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260328%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=f84282e952498e66c9617492f5aba2e221f932dec0bfcfdfafa1206c2faf5c4d"><img data-width="100%" data-align="left" alt="" data-featurebase-content-key="69457fc82856aebcdc086c1e/article/6946cc55752adb526eb7d104/019b3c94-e78a-72da-a198-9492a988cbb7/b64u-cG9zdCBzaGlwIDIucG5n.png" data-featurebase-content-filename="post ship 2.png" src="https://69457fc82856aebcdc086c1e.featurebase-attachments.com/c/article/6946cc55752adb526eb7d104/019b3c94-e78a-72da-a198-9492a988cbb7/b64u-cG9zdCBzaGlwIDIucG5n.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260328T140000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260328%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=0dd06b10179396604ada24122883188f0dc2751fe392934bbf00f5974ca5d2ee"><p></p>

Shipment templates allow you to post shipments faster by pre-filling common shipment details. Once a template is created, you can use it to quickly generate new shipments with minimal edits.

Follow the steps below to post a shipment using a template.

Posting A Shipment With A Template

Daniel Santos

Ross Prentice

Carriers

A step-by-step guide for new carrier to get started with Evotrux

Getting Started

Creating Your User Account On Evotrux


Join Or Create A Company Account

Your Carrier Dashboard is the central hub for finding loads, managing quotes, and navigating Evotrux. This article walks through each major section of the dashboard so you know exactly where to look and how to use it efficiently.

Understanding Your Carrier Dashboard

Filtering helps you quickly narrow down available shipments so you can focus on the loads that match your equipment, routes, and services.

This article explains how shipment filters work and where to find them on your Carrier Dashboard.

Filtering the Shipment List

Lanes are one of the most powerful tools available to carriers on Evotrux.

Instead of constantly checking load boards, making calls, or sending emails, lanes allow you to tell Evotrux what freight you want, and we notify you automatically when matching loads are posted.

Creating and Understanding Lanes

Submitting a quote on Evotrux is how carriers communicate availability, pricing, and service details to shippers. This article explains how to submit a quote, what information is required, and what happens after you submit.

Submitting a Quote

Your company profile is one of the most important tools you have on Evotrux.

Shippers regularly review carrier profiles when evaluating quotes, and industry research consistently shows that trust and reliability matter more than price for most shippers. A complete, up-to-date profile helps shippers understand who you are, what you operate, and whether you’re the right fit for their freight.

Updating Your Company Profile

Shipment Q&A allows carriers to ask and review clarifying questions about a shipment before submitting a quote. It helps ensure everyone is working from the same information and reduces avoidable back-and-forth prior to booking.

Shipment Q&A

Once a shipment is booked, you (the carrier) play a critical role in ensuring the load is delivered successfully and that the shipper remains informed throughout the process.

This article outlines what carriers are responsible for after booking and how Evotrux helps keep everything documented, transparent, and easy to reference later.

Your Responsibilities After Booking a Shipment

Accepting and invite to join Evotrux from your customer

Accepting an invite to join Evotrux from a customer

A collection of helpful how-to articles that explain various features and tools on Evotrux

How To's

The My Quotes panel lets you quickly find and manage quotes you’ve submitted. Filtering tools help narrow the list so you can focus on specific shipments or quote statuses.

Filter Your Quote List

After a shipment is booked, carriers can share that booking with teammates so multiple users from the same company can manage it together.

This makes it easy to involve dispatchers, operations staff, or other team members once a load is confirmed.

Share Bookings with Your Teammates

Evotrux helps prevent duplicate quoting by clearly showing when someone from your company has already submitted a quote on a shipment.

Know If Someone From Your Team Has Already Quoted a Shipment

Carriers can send files directly to shippers through Live Chat on booked shipments.

This is commonly used for documents like rate confirmations, PODs, invoices, or other shipment-related files.

Send Files to the Shipper

Some shippers attach files when posting a shipment to provide additional details or documentation.

These files are available directly on the shipment page.

Review Shipment Files

Carrier admin users can invite teammates to join their company account on Evotrux.

This allows multiple users from the same company to quote, manage bookings, and collaborate.

Add Team Members to Your Account

All carriers on Evotrux must maintain, at a minimum, valid and current cargo insurance.

Add/Update Your Insurance

How to request a review from a shipper even if they aren't on Evotrux 

Request Reviews from Your Shippers

Buying a subscription to upgrade your Evotrux experience.

How to Upgrade Your Account and Get More Out of Evotrux

Quoting multi-shipment projects

Frequently asked questions and additional helpful resources

FAQ's & More

Frequently Asked Questions

A tracking link is a URL you provide that allows the shipper to see real-time or near real-time progress of a shipment.

Tracking links are typically generated by your ELD, GPS system, or third-party tracking provider.

What Is a Tracking Link?

How non-partner multi-shipment project bookings are billed for carriers

Helpful hints to get best results on Evotrux

Tips & Tricks

Helpful tips for comments to include to get better engagement with your quotes.

Including comments with your quote offers

Working with counteroffers on Evotrux as a carrier

Understanding & Using Counteroffers on Evotrux

Working the numbers game, setting realistic expectations.

Make More Quotes. Win More Shipments.

Each quote you make is a touch point with a shipper, use those opportunities to your full advantage.

Using Quoting Opportunities to Request Access to Shipper Networks

Leverage your existing relationships to build your reputation on Evotrux

Ask Your Shippers for Reviews (Even if They’re Not on Evotrux!)

Shippers

A step-by-step guide for new shippers to get started with Evotrux

Posting A Shipment On Evotrux

Reviewing Quotes & Booking A Truck

Communicating With Booked Carriers

Tracking Updates

Reviewing Carriers

Working With Your Existing Carriers On Evotrux

Adding Your Teammates

Shipment templates allow you to quickly recreate common shipments without re-entering the same details each time. Templates are ideal for recurring lanes, customers, or freight types.

Follow the steps below to create a shipment template.

Creating A Shipment Template

Evotrux allows you to add multiple pickup or drop-off locations to a shipment. This is useful for multi-stop routes, cross-docks, or partial deliveries.

Follow the steps below to add additional route points to your shipment.

Adding Additional Route Points

Evotrux allows you to choose how carriers submit pricing for your shipment. By selecting a quote format, you can receive rates as an all-in price, per ton, or per hour, depending on how your freight is typically priced.

Follow the steps below to select how carriers quote your shipment.

Choosing How Carriers Quote Your Shipment

Evotrux allows you to control who can see and quote on your shipment. By setting a shipment as Public or Private, you decide which relevant carriers can access your posting.

Follow the steps below to choose the right visibility setting for your shipment.

Shipment Visibility (Public vs Private)

Evotrux allows you to share shipments with teammates so they can help manage, monitor, and communicate on a load. Sharing is useful when multiple people on your team need visibility or responsibility for a shipment.

Follow the steps below to share a shipment with teammates.

Sharing Shipments

Evotrux allows you to attach files to a shipment so carriers can easily access important documents such as load details, site instructions, or reference images.

Follow the steps below to add files to a shipment.

Adding Files To A Shipment

Evotrux allows you to control whether you receive email notifications for activity on a shipment. You can choose to receive emails for events such as new carrier quotes or questions, or rely on in-app notifications only.

Notification preferences can be set when posting a shipment or updated at any time from the shipment page.

Shipment Email Notification Settings

Evotrux provides filtering tools to help you quickly find and manage shipments in your My Shipments list. Filters are available from both the dashboard and the shipment view sidebar, allowing you to quickly narrow results by status, reference, and more.

Filtering "My Shipments" List

Carrier profile pages give you a complete view of a carrier’s business, performance, and reputation on Evotrux. Reviewing a carrier’s profile helps you make informed booking decisions before accepting a quote.

Follow the sections below to understand what information is available on a carrier profile page.

Understanding Carrier Profile Pages

If a shipment no longer needs to move, Evotrux allows you to cancel it directly from the shipment page. When a shipment is canceled, carriers who quoted the load will be notified of the cancellation reason.

Canceling A Shipment

Evotrux allows you to copy an existing shipment to quickly create a new one with the same details. This is useful for repeat shipments, similar loads, or when you want to reuse most of the information without starting from scratch.

Follow the steps below to copy a shipment.

Copying A Shipment

Evotrux allows you to export a shipment as a PDF for sharing, record-keeping, or offline reference. You can choose whether to include pricing details and carrier information in the export.

Follow the steps below to export a shipment PDF.

Exporting A PDF

On private shipments, Evotrux allows you to notify additional carrier partners after the shipment has already been posted. This is useful if you want to expand visibility to more trusted carriers without reposting the load.

Follow the steps below to add carrier partners to an existing shipment.

Adding Carrier Partners After A Shipment Is Posted

Evotrux allows you to assign and update a custom shipment reference to help identify shipments using your own internal naming or reference system. This reference is visible to your company and to the carrier who wins the shipment.

You can update the custom reference at any time from the shipment page.

Editing A Custom Shipment Reference

With industry leading transparency, Evotrux shows you which carriers were notified about your shipment, as well as whether they have viewed or quoted on it. 

Follow the steps below to view notified carriers.

Seeing Which Carriers Were Notified About Your Shipment

Evotrux enables carriers to ask you questions about your shipment. You can respond, and the answer is visible to all carriers viewing the shipment. This helps reduce answering repetitive questions and keeps communication clear and consistent.

Shipment Questions & Answers (Q&A)

Evotrux provides filtering and sorting options to help you quickly review and compare quotes on a shipment. By default, only active quotes are shown, but you can adjust filters to view all quotes, including canceled or countered ones.

Filtering And Sorting Quotes

Evotrux allows shippers to add private notes to a shipment for internal communication and record-keeping. These notes are visible only to your team and are never shared with carriers.

Private notes are located at the bottom of the shipment page.

Private Shipment Notes

Carrier network groups allow you to organize your partners into logical groups (for example, by region, equipment type, or preference). These groups can then be selected when posting private shipments, making it faster and easier to notify the right carriers.

Creating Carrier Network Groups

If a shipment has already been booked with a carrier and the load can no longer move, Evotrux allows you to cancel the booking directly from the shipment page. Canceling a booking updates the shipment status and notifies the carrier.

Canceling A Booking

Evotrux keeps a complete history of each quote so you can see how pricing and negotiations evolved over time. Quote history includes original submissions, counteroffers, and the final accepted price.

Viewing Quote History

Evotrux allows shippers to block carriers they don't want to work with. Blocking a carrier prevents them from accessing and quoting on your future shipments.

Blocking A Carrier

You can remove a carrier from your network at any time. Removing a carrier means they will no longer be part of your partner network and will not be notified about future private shipments unless re-added.

Removing a Carrier From Your Network

Inviting New Carriers to Your Network

On Evotrux, shipments can’t be edited after they’ve been posted.

If something changes (pickup details, commodity, weight, route, etc.), the fastest way to update the shipment is to cancel it, then copy and repost it with the correct information.

Editing Shipments

Evotrux now lets you select one or more customers when posting a shipment. Once selected, those customers automatically receive shipment tracking updates as the carrier provides them.

Provide Your Customers With Automated Shipment Tracking

Carriers on Evotrux can service a wide range of freight needs. Below are some of the most common equipment types they offer/you can choose from when posting loads.

What type of equipment do I need for my freight?

Evotrux offers three shipment types so shippers can choose the workflow that best fits their needs.

Different Shipment Types

Evotrux connects shippers and carriers to move freight efficiently. There are two primary customer types on the platform, each with distinct roles and responsibilities.

Customer Types on Evotrux

Inviting a carrier to your Evotrux network is quick and simple. Once you send the invite, the rest is automatic, and you can track everything right from your Network page.