đ„ Video walkthrough: watch this step on YouTube. A short recorded demo of exactly these steps.
This article walks you through logging, scheduling, and automating check calls on a shipment.
Table of contents
Check calls are structured records of conversations with the driver: Each one captures the call outcome, timestamp, location, and notes so you can track the latest status of a load at a glance.
Check calls vs. notes vs. alerts:
1. Open the shipment
Open the shipment you want to log a check call for.
2. Click the Check calls tab
In the tab bar at the top of the shipment, click Check calls. The tab has three sub-views:
Logged â past check calls already recorded
Scheduled â upcoming check calls you've scheduled
Calls automation â automated check call rules for this shipment
3. Log a new check call
Click New check call in the top-right corner of the tab. The Add check call dialog opens.
4. Fill in the check call details
Check call type â select the type that matches the call
Check call date and time â when the call took place
Check call city, state, and country â the driver's location at the time of the call
Notes â any additional context for your team
Click Add when finished. The check call appears in the Logged sub-view.
5. Review past check calls
In the Logged sub-view, you can see a chronological history of every check call made for this shipment. Click the dropdown arrow next to a check call to expand it and read its notes.
Where check calls appear:
On the Shipments dashboard, a check call icon shows next to any shipment with logged check calls
Use dashboard filters to find shipments with recent or missing check calls