Annie highlights how easy it is to create and apply credit memos within the system. This feature simplifies the process of managing credits by allowing users to quickly generate, approve, and apply them to invoices—all in just a few steps. Businesses can ensure accuracy and efficiency in their accounts receivable workflow. By leveraging this functionality, users can maintain better financial organization and provide a smoother experience for their customers.

Victor displays how to set up automated email notifications by using our System Generated Emails feature. This feature allows you to customize your emails with dynamic fields like container numbers and load details and automate notifications for things like weight updates, POD attachments, and load status changes. By organizing email notifications for customers this feature will save time and cut down on email clutter.

Harrison shares how to use the new Dual Transactions feature. This feature allows you to quickly pair loads. Like returning an empty container and picking up a loaded one in one move. Demonstrating how to dispatch drivers in seconds and keep plans organized with the Driver Planner. Want to boost your team’s efficiency? Start using this feature today!

Ingrid explains how to create a quote in PortPro by using Port Pro's quoting tool, a feature designed to save you time and hassle. Showing how simple it is to navigate the Quotes section, set up a new quote, and let the Calculate Rate feature automatically pull in matching tariff rates. You can add charges manually, make edits, download, or email your quote right from the same screen. Keeping your quotes accurate and up-to-date has never been easier.

Kira takes you through using PortPro's Customer Portal, a game-changing tool that gives our trucking or brokerage customers the ability to give THEIR customer a free portal for better visibility. With this portal, customers can get a real-time view of their loads, track their containers, view documentation and more. It makes communication between carrier and customer easier and more centralized than ever before!

Terrell explains how to create and customize Dispatch Views to make the load board work more efficiently for your team. Demonstrating how to set it up so dispatch teams can quickly access the most important information. Setting up these custom views can optimize operations and boost productivity, so your team can stay focused and get more done with less effort.

Annie shows you how to set up scheduled reports in PortPro with the Cron Reports feature, so your reports can automatically be sent to customers. This feature makes it super easy to automate report distribution, saving you time and effort by streamlining the whole process. It’s a simple way to keep everything running smoothly without the extra work!

Victor walks you through how to easily manage street turns in the system. Highlighting how using street turns can save you the time of manually adding drivers for tracking, making the whole process much smoother. This will allow the system to keep track of everything from pickup to delivery, so you’re always in the loop without the extra effort!

Kira shows you how to simplify your workflow with the new Embedded Email Inbox feature. Illustrating how this powerful tool automates email processing, tags, and organizes your messages, so you can easily manage loads and client communications all in one place—no more switching back and forth between your inbox and TMS. It’s a game-changer for staying on top of everything!

Terrell shares some great tips on optimizing group settings to make your operations run smoother. Walking you through how to create custom groups for terminals, cities, and postal codes, so you can easily manage customers with similar locations or rate needs. It’s a simple way to streamline processes and keep everything organized, making life a lot easier for your team.