How To's
A collection of helpful how-to articles that explain various features and tools on Evotrux
- Creating A Shipment TemplateShipment 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.
- Posting A Shipment With A TemplateShipment 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.
- Adding Additional Route PointsEvotrux 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.
- Choosing How Carriers Quote Your ShipmentEvotrux 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.
- Shipment Visibility (Public vs Private)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.
- Sharing ShipmentsEvotrux 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.
- Adding Files To A ShipmentEvotrux 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.
- Shipment Email Notification SettingsEvotrux 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.
- Filtering "My Shipments" ListEvotrux 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.
- Understanding Carrier Profile PagesCarrier 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.
- Canceling A ShipmentIf 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.
- Copying A ShipmentEvotrux 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.
- Exporting A PDFEvotrux 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.
- Adding Carrier Partners After A Shipment Is PostedOn 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.
- Editing A Custom Shipment ReferenceEvotrux 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.
- Seeing Which Carriers Were Notified About Your ShipmentWith 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.
- Shipment Questions & Answers (Q&A)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.
- Filtering And Sorting QuotesEvotrux 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.
- Private Shipment NotesEvotrux 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.
- Creating Carrier Network GroupsCarrier 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.
- Canceling A BookingIf 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.
- Viewing Quote HistoryEvotrux 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.
- Blocking A CarrierEvotrux 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.
- Removing a Carrier From Your NetworkYou 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.
- Inviting New Carriers to Your Network
- Editing ShipmentsOn 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.
- Provide Your Customers With Automated Shipment TrackingEvotrux now lets you select one or more customers when posting a shipment. Once selected, those customers automatically receive shipment tracking updates as the carrier moves your shipment.
- How to Share Live Shipment Tracking with Your CustomersGive customers and stakeholders a direct link to live shipment status, ETAs, and route details. No Evotrux account or login required.