How to Add Service Categories


To set-up or edit the carrier selection rules use the following steps:

  1. Navigate to the Company Details screen

  2. Click on the Connected Carriers tab

  3. Scroll all the way to the bottom of the screen to the Service Categories section (screenshot) below

  4. Click "+Add new" to add your required Service Categories

Change Service Categories from fastest to slowest

To set-up or edit the ranking of Service Categories from FASTEST to SLOWEST simply click and drag them into the required order (video below).


Map Carrier Services to Service Categories

There are two screens that give you the functionality to set-up or edit the mapping between carriers and service categories.

  1. From the Company Details screen

  2. From the Rate Management screen

1. From the Connected Carriers tab in the Company Details screen


To set-up or edit the mapping between carriers and service categories:

  1. First, you MUST have some carriers and services actually set-up in the system!

  2. If you cannot see any carriers in the Connected Carriers section of the Carrier Setup tab then skip to the next section.

  3. Search for the Service Name you wish to edit, find it a click the pencil icon to edit the mapping



2. From the Rate Management screen


To set-up or edit the mapping between carriers and service categories:


  1. First, you MUST have some carriers and services uploaded to the system. If you don't, be sure to follow the instructions on getting this done!

  2. Search for the carrier that you wish to change (screenshot below)


  1. Select the Services you wish to edit (screenshot below) by clicking the pencil next to the services name

  1. Choose the appropriate mapping from the Service Class dropdown

  1. Click the green Save button