Saving locations in your Address Book
Save the locations you ship to or from, so your team only enters the details once. Faster bookings, fewer mistakes, and the ability to mark branches when you need to manage multiple sites.
Prefer to watch? A quick walkthrough of saving and reusing locations.
Each saved location can include:
- Business name and address.
- Dock hours.
- Pickup or delivery notes.
- One or more contacts with phone numbers.
- Special services this location needs (lift gate, inside pickup, appointment required, and others).
- A branch tag, if your business operates from multiple sites on the same FreightSimple account.
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Open the Address Book
From your dashboard, click the Manage Company tab, then select Address Book. You'll see all your saved locations listed here.
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Add a new location
On the Address Book page, click Add New Location.
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Set the location type and special services
Enter the postal code, choose the location type, and flag any special services this location needs, like a delivery appointment, lift gate, or inside pickup. These pre-populate every time you ship to or from here.
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Add the business name, address, and contacts
Enter the business name and full address, then add a contact name and phone number. You can add multiple contacts if you work with several people at the same shipper or receiver.
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Add dock hours and notes
Set the default dock hours, add any pickup or delivery notes for the driver, and confirm whether the location has a loading dock.
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Save
Click Done. The location is added to your Address Book and ready for any future booking.
From your Address Book, you can:
- Favourite locations you ship to or from often, so they appear at the top of the list.
- Set defaults for pickup or delivery, so they're selected automatically when you build a new quote.
- Mark a location as a branch if your business has multiple sites on the same account. Branches make it easier to manage larger organizations and assign users to each site.
- Edit or remove any saved location at any time.
When you build a new quote, your Address Book is right there in the pickup and delivery address forms.
- Select a saved location. Pick one from the dropdown and all the details (address, dock hours, contacts, and any special services) fill in automatically.
- Use your defaults. If you set a default location for pickup or delivery, it's selected automatically when you start a new quote. You can always switch to a different saved location.
- Save a new location on the fly. If you didn't add the address ahead of time, toggle the save option in the address form to add it to your Address Book in one click. No need to break the booking flow.
- Saving a commodity. Same idea as the Address Book, but for the items you ship most often.
- Inviting a colleague. Add teammates who can ship to and from your saved locations.