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How to Add a Note to a Carrier

How to add internal notes to a carrier record — quick-add from the dashboard or from the Notes tab — and what kinds of notes are worth capturing.

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Written by Poltai

This article walks you through adding internal notes to a carrier record.

When to use carrier notes:

  • "Driver always calls 30 min ahead of pickup, expect this"

  • "Had a claim on shipment 119553 — resolved, but watch for repeat issues"

  • "Owner-operator, fleet of 2, prefers loads under 800 miles"

  • "Disputes detention every time — get appointment notes signed in advance"

You can add a note from two places, depending on how much detail you need.

Option A: Quick add from the Carriers dashboard

For a fast note without opening the full carrier record:

  1. From the Carriers dashboard, find the carrier.

  2. Click the + icon next to the carrier's ID.

  3. Type your note and save.

Option B: From the Notes tab on the carrier record

For more context or to review existing notes first:

  1. Open the carrier record.

  2. Click the Notes tab.

  3. Click into the Add new note... field at the top of the tab and type your note. Press Enter or click out of the field to save.

The note appears in the list with your name and a timestamp. All notes on the carrier are visible to anyone on your team who opens the record.

The Notes tab shows all notes on the carrier in chronological order, most recent first. This is the place to check before assigning a load to a carrier you haven't used in a while.

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