Using templates can help you quickly and consistently share trip information with drivers. Follow the steps below to set up and send trip details using a template.

Choosing a Template

1. Go to Settings > Templates > Share Trip

2. Double-click on each template type to view its contents.

3. Choose the suitable template and edit the message as needed.

4. Set it as default by selecting your preferred version from the dropdown menu labeled Default type.

Once selected, the template will automatically pull trip information from the Rate Confirmation whenever you use it.
 

Sharing the Trip Details with Drivers

1. Open the load from Load Management.

2. Navigate to the Trips section within the load.

3. Click on the Share button.
   
   
    

4. You’ll now see the message populated with the details from your default template.

You can choose to:

• Send it directly to the driver from within the system, or

• Copy the message and paste it into any other communication channel you use.
   

You can always return to the Templates > Share Trip section to edit or switch your default message type at any time.

We hope this article was helpful. However, if you have any further questions, please don't hesitate to reach out to our Live Support.