Use the “Team Management” option to add or remove users and assign roles (like Account Manager) to control access levels.

Yes—reports include filtering options (by date range, status, etc.) to tailor the insights to your needs.

Financial Reports provide summaries of revenue, expenses, and tax details to help you understand your financial health.

You can upload various business documents, including contracts, insurance certificates, and compliance files.

Documents are stored in an organized repository with folders and a search function for quick retrieval.

Payouts track your lead payouts and any credits, keeping you informed of your earnings.

The Transactions tab provides a detailed log of all payments made and received.

Positive reviews enhance your credibility, while flagged reviews may highlight areas for improvement; regular monitoring is key to maintaining service quality.

Disputed reviews are flagged under the “Disputed Reviews” tab, where you can view their status and provide additional documentation if needed.

The logs include information such as contact name, call time, duration, and any notes added during or after the call.

Use the “Schedule Calls” option to book future calls or follow-up appointments that integrate with your calendar.

Active contracts can be viewed in detail, with options for updating information, disputing issues, or initiating communication directly from the contract’s overview.

The Templates section offers reusable contract templates that can be quickly customized and deployed.

The “Lead Analytics” section provides performance charts showing acceptance rates, payout trends, and other metrics.

he “My Leads” tab lets you filter and manage leads you’ve accepted or rejected, tracking their status and performance.

The platform adjusts to smaller screens by hiding the sidebar and providing a mobile-friendly menu for seamless navigation.

The Quick Stats Sidebar Footer displays your Total Credit, number of Active Contracts, and any Pending Disputes.

Access the Help Center in the Support section for FAQs, guides, and tutorials.

In Settings under “Company Profile,” edit your business details such as name, logo, and contact information.

The Reports section offers Performance Reports such as lead conversion rates and ROI analysis.

Use the “Upload Documents” option to add contracts, insurance, compliance files, and more.

In the Financials section, the Invoices tab allows you to view, filter, and pay invoices.

The Reviews section displays customer ratings, snippets, and dates in a card-based list for easy browsing.

The Calls section includes a “Call History” tab that logs past calls with drivers or clients

Active Contracts are live agreements you’re currently engaged in, while Draft Contracts are in-progress, unfinalized agreements.

In the Leads section under “Buy Leads,” browse and purchase leads (such as Auto Transport or Freight leads) directly from the platform.

Quick Stats display your Total Credit, number of Active Contracts, and any Pending Disputes, offering an at-a-glance overview of your account.

Use the left sidebar with intuitive icons and collapsible submenus to access sections like Leads, Contracts, Calls, Reviews, Financials, Documents, Reports, Settings, and Support.

The dashboard shows Today’s Earnings, Week/Month-to-Date figures, Pending Disputes, and provides quick access to recent leads, contracts, and reviews.