Now available for all Shipwell platform customers!
The new Shipwell mobile app provides a significantly improved load tracking experience for carriers and their customers, utilizing geofencing and workflow automation to provide your shippers better visibility to their shipments.
Shipments can be tracked with the mobile app by assigning a driver via their mobile phone number. To assign a driver to a shipment, navigate to the shipment on the web platform. On a shipment’s detail page, scroll down to the “Equipment” section, click the edit button, and enter in your driver’s cell phone number.
Once the driver installs the app on their phone, the app prompts them to enter their phone number.
They’ll receive a text with their pin code after they enter their number — which will either automatically log them in, or they can enter the pin into the next screen.
Once logged in, the driver will see a list of shipments assigned to them via their phone number. Future shipments will appear in the upcoming section, while shipments with a status of ‘Dispatched,’ ‘At Pickup,’ or ‘In Transit’ will appear in the current section.
The driver will receive a notification a two hours before the appointment to confirm that they are on their way. If they’re assigned to a shipment within the two-hour window, a notification appears immediately.
Selecting ‘Yes’ will move the shipment into Dispatched.
If they miss this notification, they can navigate to the shipment and select “I’m on the way.”
If a driver isn’t able to confirm that they are on the way, the shipment will still begin geofence tracking when the appointment window starts. Automated tracking automatically move the shipment into the “At Pickup” status once they arrive.
The app will automatically detect arrival and departure times for a stop based on a geofence radius. Once the driver leaves the stop, they’ll get a notification asking if they’ve completed the stop. They can also view and confirm the in and out times.
On the last stop, the driver is required to upload a Proof of Delivery to set the shipment to “Delivered” status. The driver can take a picture for their proof of delivery, or they can upload a file from their phone.
If you have any feedback or issues with the app, please call your Shipwell representative, or email us at firstname.lastname@example.org.
The dashboard has a new look with the ability to toggle and reorder your columns, set filters, and save your customized view to fit your workflow.
To customize your columns, click on the filter icon on the left side, which will open up the filter view.
Once the sidebar opens, click on the toggle selector.
This will open up the column customization view, which allows you to enable/disable the columns you want to see, and drag and drop them in your preferred order.
Reorder the columns in the order you want to see them by clicking and dragging the columns you have enabled.
Drag and drop columns in your preferred order.
Next, you can add filters to view only the shipments fitting a set of criteria. To do this, click the toggle icon next to the filters which will take you back into the filter view, and begin adding the filters you’d like – such as those scheduled to pick up today.
Once you’ve created a dashboard
You can save as many dashboards as you need.
We want to make Shipwell the most intuitive and powerful freight platform and we’d love to get your feedback. If you have any questions or comments – good or bad, please email us at email@example.com.
Granting access to the Shipwell platform to additional users on your team is essential to ensure everyone can leverage the tools and information they need.
When adding a new user, you can establish user permissions to limit access to certain abilities in the platform. Note that disabling certain permissions may result in partially functioning workflows for users.
These are simple on/off toggles for each permission. Here’s a rundown of what they control:
Allow users to view, create, and remove relationships with Carriers. Note that if a user has the Carrier Relationships permission disabled, they will not be able to assign a Carrier to a shipment.
Company permissions give the user the ability to change company settings (for your own organization) such as company name or addresses.
Customer relationship permissions give the user the ability to create, view, and delete relationships with customers, and book on behalf of customers.
Quote permissions give the user the ability to generate quote requests for freight shipments to send to carriers.
Shipment administrators can create, cancel, update, track, and manage shipments. They will be able to create customer communications and send emails with the associated shipment.
User permissions give the user the ability to add, edit, and delete internal users within the company to the Shipwell platform.
In the Shipwell platform, shipments go through a lifecycle of statuses during the shipment’s journey to its destination. Here’s a quick rundown of what the different shipment statuses mean.
A draft shipment is considered a draft until shipment details are sufficiently completed and the shipment is dispatched to the carrier, quoted out through instant LTL rates, or through the FTL carrier Marketplace.
If you save a shipment before you finish the details, the shipment will remain a draft. You can archive/unarchive a freight quote draft.
TIP: Archiving can also be done at any shipment status.
A draft shipment transitions to the quoting status automatically when minimal shipment information is entered by the user and it gets quoted by LTL instant rates or the FTL marketplace.
A quote transitions from the quoting status to quote accepted when the shipper has awarded a quote to the carrier. In order to dispatch the shipment, a quote must fully specify shipment details in order to dispatch the shipment to the carrier. This shipment is now awaiting carrier confirmation.
A tendered shipment is sent to a carrier and awaits acceptance by the carrier. If not done through API, this is a manual process by the carrier. Once a tender is accepted, the shipment will transition to the carrier-confirmed state.
The carrier has confirmed shipment details and committed to the terms of the shipment: pickup time, rate, service level, and various additional services.
The carrier is en route to the pickup location with an ETA.
Carrier has picked up freight from the first stop, but has not yet delivered all of the freight.
Carrier has freight in their possession, but requires an appointment before that freight can be delivered.
All freight was delivered.
Freight authority collected payment for the shipment.
When a shipment is on any of the above statuses, the shipper also has an option to indicate an open or delayed status in conjunction with the shipment status.
Open: This means the shipment has not been booked with a carrier. It is open for booking with a carrier.
Delayed: You can set a delayed status on any stage if there is a delay. (i.e., carrier will miss appointment time.)
Book your Less than Truckload freight:
Log in to the Shipwell platform (app.shipwell.com).
Select New from the left side bar, and select Quote.
On the New Quote page, select Less than Truckload from the Mode options. Dry Van will be selected automatically.
Select your Customer Account (if it’s not already filled in), and fill in your Pickup & Delivery information. Fill in your Shipping Items information as well, including Product Description Quantity, Packaging, Total Weight, Length, Width, Height, and Freight Class.
If you’ve shipped this item before and saved it, you can also select the product from Product > Load from Products.
Note: When adding accessorials or picking up/delivering to a residential area, you may see a price difference when receiving your instant rates.
Once your shipment information is filled out, select Get Quotes.
You’ll see instant LTL rates available to you.
You may also sort your options by Cheapest, Earliest Delivery, or Guaranteed. Review your options, and press Select on the rate you’d like to book.
Once you’ve selected your Rate, you’ll see a Confirm Details page, listing all of the shipment destination instructions, contact details, and shipment item details.
Start by entering a Shipment Name, Purchase Order, and Additional Notes for Carrier. Review the Financials and add a markup (if necessary).
Then, enter the contact details for both the origin and the destination of your shipment. You can also save the addresses and contact information for future use. Include any instructions for the carrier, such as going to a specific dock.
Please fill in any additional information as needed, such as accessorials.
Tip: If this is an item you ship frequently, you can also save the product.
Once you’re ready, press Schedule Pickup and Print BOL.
Once booked, you’ll get your BOL document.
If you selected to send the BOL to additional recipients, they’ll receive an email:
You’ll now see your shipment in the platform with your details, the carrier information, messaging, tracking, documents, and much more.