Company Setup
One place for operating defaults, terminals, service types, color rules, integrations, billing export and after-hours automation.
Loading configuration
Company Information
Operational Identity
The company record is shared configuration. Terminal-specific routing, driver assignments and billing values remain in their own operational records.
Terminal Directory
Used by ZIP routing, Dispatch, Outlook intake and driver assignment.
Service Types
Original Air Dispatch service types are retained and can be renamed, disabled or expanded.
| Enabled | Service Type | Internal Value | Action |
|---|
Default Information
Shipment Behavior
Billing Defaults
Dispatch Time Alerts
Shipment State Colors
Application Theme
Design Standard
Dashboard is the application visual standard: Air Dispatch red, white/charcoal, compact operational tables, readable typography, persistent Light/Dark mode and the same sidebar/topbar navigation on every management page.
Carrier Directory
Names and colors feed shipment carrier selection and rapid visual grouping.
| Color | Carrier | Active |
|---|
Rating Defaults
The billing engine compares dimensional weight with actual weight. Detailed tariff rates remain protected in Billing and are not shown on the operational Dispatch tab.
Export Settings
Description Formats
Email Service
ConnectionChecking…Provider—Mailbox—
The status only shows Connected after a real OAuth connection exists. Mail can then feed shipment intake, rate/RFQ tasks and response tracking without storing an Outlook password in the browser.
Email Intake Rules
When terminal responsibility cannot be resolved from the ZIP table, the item becomes a Task instead of silently choosing ROC or BUF.
SMS & Operations Alerts
SMS is not assumed active until a provider/backend connection is verified.
After-Hours Contacts
Maintain primary and backup people, then schedule them by date.
Monthly Coverage Schedule
Set the primary and backup for each day so weekends/holidays do not depend on someone remembering to reconfigure the system.
Customer Master
0
Supplied source records
ZIP Records
0
Route/terminal source rows
Tariff Assignments
0
Customer rate-table links
Accessorials
0
Supplied accessorial rows
Operational Task Rules
Source Data & Migration
Crown source version—Recent shipment history—PolicyMaster data retained; only relevant recent shipments used
Source-backed ROC/BUF terminal information, routes, tariff assignment metadata and legacy driver IDs are visible in their management pages. Preview staging remains separate from production until you approve cutover.