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Labels

Organize Your Data at a Glance • Labels let you tag your drivers, equipment, customers, and vendors with custom color-coded categories — so you can stay organized and find what you need fast.

Written by Richard Leung

Where to Find It

Go to Settings > Labels in the left sidebar.

Who Can Manage Labels

These roles may manage labels: Company Admin, Dispatcher, Biller.

How to Use It

Creating a Label

  1. Go to Settings > Labels

  2. Click Create Label

  3. Enter a name (e.g., "Priority", "Night Shift", "Owned")

  4. Pick a color from the 12 available options

  5. See a live preview of your label, then click Create

Editing a Label

Click the pencil icon next to any label to change its name or color. Updates apply everywhere that label is used.

Deleting a Label

Click the three-dot menu next to a label and select Delete. You'll be asked to confirm. Deleting a label removes it from all drivers, equipment, and accounts it was applied to.

Adding Labels to Drivers, Equipment, and Accounts

You can add labels when creating or editing any of the following:

  • Drivers — in the driver form

  • Equipment (trucks, trailers, etc.) — in the equipment form

  • Customers — in the customer account form

  • Vendors — in the vendor account form

To add a label: open the item's form, find the Labels field, and start typing to search. Select up to 5 labels per item.

Filter by Labels

You can filter by labels Settings: Drivers, Customers, Vendors, Equipment.

Where You'll See Labels

Labels show up as colored chips across the platform:

Location

What You'll See

Settings > Labels

Full list of all your labels

Settings > User Management

Labels column on each driver row

Settings > Equipment

Labels column on each equipment row

Settings > Accounts

Labels column on each customer/vendor row

Dispatch Board

Labels on driver and vendor cards

If more than 3 labels are assigned, you'll see a "+X more" indicator — hover over it to see the rest.

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