This article walks you through adding contacts to a carrier — dispatchers, billing contacts, claims contacts, or anyone else you may need to reach for that carrier. Each carrier can have multiple contacts of different types.
Contacts vs. Primary contact: The Contacts tab is the full list of every contact on the carrier record. The primary contact (set on the General tab) is one designated contact that's also displayed prominently.
1. Open the carrier record
Find and open the carrier you want to add a contact to.
2. Click the Contacts tab
In the tab bar at the top of the carrier record, click Contacts. The full list of existing contacts appears.
3. Add a new contact
Click New Contact in the top-right corner of the tab. The contact form opens.
4. Fill in the contact details
Enter:
Name — the contact's name
Type — what role this contact plays. Common types include:
Dispatcher contact — for dispatch and operational coordination
Billing contact — for invoicing and payment questions
Claims contact — for damage claims and disputes
Phone number
Email address
Address (optional)
Click Save when finished. The new contact appears in the Contacts list with your name as Created by and a timestamp.
5. Edit or remove a contact (optional)
To edit or remove an existing contact, click the "..." menu to the right of the contact row.
Tip — multiple contacts of the same type: A carrier can have several Dispatcher contacts (e.g., for different shifts or regions). Add as many as needed. Use the search and filter bar at the top of the Contacts tab to narrow by type when looking for a specific person.