WELCOME ABOARD!
🖥️ Logging into Cartage
Go to os.cartage.ai/login
Enter your work email and check your inbox for a login link
Once logged in, you will land in the Wilson module, where you can start coordinating freight
🚛 Booking Shipments
📍Wilson Module, General Chat
In the General Chat, ask Wilson to create a shipment
For best results, include pickup & delivery cities, equipment type and special instructions
Wilson generates a new order in the system.
Once confirmed, Wilson retrieves TL or LTL carrier options from your rate sheets or emails carriers directly for quotes
Wilson confirms the rate with you and sends all new updates in the shipment chat
💡 To make changes to a shipment, just message Wilson in the shipment chat. Ex: Adding a PO number or changing a pickup or delivery date.
📍 Tracking & Notifications
Wilson sends automatic updates to all relevant parties.
Shippers & Consignees: Receive tracking links and status updates via email.
Internal Teams: Email notifications for pickup, delays, and delivery confirmation.
Shipment Chat: All updates are recorded in the shipment chat for reference.
📦 Managing Shipments
View all active, upcoming, and completed shipments in one place.
Shipment Dashboard: Lists all shipments with statuses and key details.
Shipment Chat: Ask Wilson for an update, view order history, or summarize shipment details.
Documents: Rate confirmations, PODs, and customs paperwork are automatically attached.
📇 Address Book
Wilson stores and manages shipping locations, contacts, and handling requirements.
Locations: Pickup and delivery points are stored for quick quoting and booking.
Accessorials: Can be applied at the location level, (e.g., liftgate, inside delivery) are auto-applied.
Key Contacts: Wilson notifies relevant contacts when a shipment is booked.
💡 Wilson applies handling requirements for locations when booking shipments.
👥 Partner Management
Wilson manages your preferred carriers and pricing details.
Carrier Records: Stores contracted and frequently used carriers.
Partner Notes: Saved rate sheets, accessorial breakdowns and special instructions.
Compliance Tracking: Keeps insurance, contracts, and authorization records updated.
💡 Wilson prioritizes your preferred carriers when quoting and booking shipments.
📊 Data Insights
Get real-time insights into your freight by asking Wilson.
General Questions: Ask Wilson anything about shipments in the General Chat.
Instant Rates: Get real-time rate estimates for upcoming shipments.
Historical Data: Retrieve shipment counts, cost trends, and performance insights.
We're here to help
Have a question? Don't hesitate to reach out to our team!
