đ„ Video walkthrough: watch this step on YouTube. A short recorded demo of exactly these steps.
This article walks you through adding internal notes to a shipment. Notes are visible to anyone on your team who opens the shipment and are useful for capturing context that doesn't fit into a structured field.
Table of contents
Notes vs. check calls vs. alerts:
Notes â free-form internal commentary on the shipment
Check calls â structured records of conversations with the driver (outcome, time, location)
Alerts â flagged issues that need attention, with severity levels
Use notes for everything that doesn't fit into the other two.
1. Open the shipment
Open the shipment you want to add a note to.
2. Click the Notes tab
In the tab bar at the top of the shipment, click Notes.
3. Add your note
Click into the Add new note... field at the top of the Notes tab and type your note. Press Enter or click out of the field to save.
The note appears in the list below with your name and a timestamp. All notes are visible to other team members who open the shipment.