Account, settings & reports
Widget Templates in Freightools
Widget Templates are used to manage and organize the different preview layouts created in grids and reports
Where to find your user and company settings
Open your personal profile or your company configuration from the user menu, find your way around the Settings navigation, and know which button saves your changes.
How to manage your user profile
Update your name and photo, set the user capabilities that decide which parts of Freightools you work in, and use the security actions for a password reset or a mailbox connection.
How to set your company logo, brand colour and legal details
Upload the logo and brand colour that Freightools puts on what your customers see, and use Request an Edit to change the protected legal fields that only Freightools administrators can touch.
How to set company defaults and sales-proposal follow-ups
Set the currency, country, unit of measure and proposal validity that Freightools falls back on everywhere, then switch on the two reminders and the expiry warning for sales proposals you have sent.
How to set your company contact details, address and services
Keep the phone, website and WhatsApp number your customers see up to date, record your main address and mark it as headquarters, and list the freight services and networks your company works in.
How to add and manage company offices
See the offices your company has, add a new one with its code, address, opening hours and contact details, and mark which departments and warehouse functions each office covers.
How to configure advanced company settings
Set the idle-session timeout, partner VAT validation, the default exchange-rate margin, the traffic follow-up escalation threshold and the default track-and-trace behaviour, all from one dialog.
Still stuck?
Send us the screen you are on and what you expected to happen, and a person will pick it up.
Contact support