Here you will find related documentation to the different modules we have within Brokerware V2.
- Carriers
- Customers
- Adding Accounting Contacts
- Adding Contacts to a Customer Profile
- Customer Credit
- Customer Log In Access Levels
- Customer Relationship Management (CRM)
- Hours of Operations
- How to add a third-party payer
- Indicate Primary Sales Rep
- Sending a Customer Statement and Open Invoices
- Sending and Scheduling Customer Statements
- Master and Sub-Accounts
- Create a Customer Profile
- Changing a Customer on a load.
- Staff
- Accounting
- Tariff
- Documents
- Tools
- Admin Tools
- Integrations
- Carrier Integrations
- Partner Integrations
- QuickBooks
- EDI