Carrier Insurance

Before you can book a load in Techvia TMS you need three kinds of records: a customer to bill, facilities to pick up from and deliver to, and a carrier to haul it. Each is added from its own page under Operations, and each one uses the same layout: a form split into tabs, with a save button that stays put at the top and bottom of the page. This guide shows the fields you actually need and the ones that will stop you if you skip them. ...

Techvia TMS tracks carrier insurance from the expiry dates you enter on each carrier’s Insurance tab. The Compliance page lists everything that has expired or will expire in the next 30 days, with a countdown. And when you try to assign a carrier whose insurance has lapsed, Techvia refuses to save the load. Here’s how each part works, tested with a carrier whose liability cover had run out. Insurance is only one part of vetting. The broader process is in the freight broker carrier vetting process and the carrier onboarding checklist. ...