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HaulerBoss Documentation

Settings

The Settings page is where new transporters configure the core information that powers quotes, documents, pricing, and payments. This guide explains each section so you can complete setup quickly.

1. Hauler Details

This section defines the business information your customers will see on quotes and invoices. Business Name The name of your transport business. Email Address Where HaulerBoss will send notifications and customer inquiries. Contact First/Last Name The primary person customers interact with. Contact Phone Displayed on quotes and client communications. USDOT Number (optional) If entered, HaulerBoss will link to the official FMCSA lookup page for verification. Quote Price Per Hour Labor-based pricing if you charge for handling, wait time, or hourly haul rates. Quote Price Per Mile Your mileage rate. This automatically calculates haul estimates. Default Quote Expiry (Days) The number of days a quote remains valid before expiring. Remember: Click Update when finished making changes to save your settings.

2. Default Documents

Define the document types you require from customers.

Examples:

• Vet Certificate
• Coggins
• Bill of Sale
• Photos
• Brand Inspection

You may add or delete document types anytime. These items appear in every new quote request so customers know what to provide.

3. Terms and Conditions

Enable this section if you want your clients to receive your hauling terms with every quote.

1. Check “I want to enter Terms and Conditions for my clients to view.”
2. Enter your text in the field provided (policies, fees, risks, cancellation terms, etc.).
3. Click Update.

These terms display automatically on quotes and invoices.

4. Payment Processing (Square Integration)

HaulerBoss uses Square to accept deposits and payments from your clients.

To connect Square:

1. Click Connect Square.
2. Log into your Square account.
3. Approve the secure authorization request.

Once connected, your status will show Connected, and customers can pay online through your quotes.

5. Downloading the HaulerBoss Badge

Your settings page includes a badge you can add to your website, social media, or email signature. Click the badge image to download it.

Hauls

The Hauls page displays all active, scheduled, completed, and archived jobs. It is the core workspace for managing your transport workflow. This guide explains each section and the basic actions available.

1. Haul List Overview

The Hauls page shows a table of all hauls with key information, including:

• Client Name
• Pickup Location
• Dropoff Location
• Animal(s)
• Quoted Price
• Status (New, Accepted, Scheduled, In Progress, Completed, Cancelled)
• Dates
• Actions

You can search or filter to quickly locate specific hauls.

2. Haul Status Stages

HaulerBoss uses a streamlined workflow that follows how real transport jobs progress. Each haul will move through these stages: New The customer has submitted a request but it has not been quoted yet. Quoted You have sent a quote to the customer. They may accept or decline. Paid Part The customer has paid a partial deposit. Paid Full The full balance is paid. The haul is typically completed at this point. Declined by Customer The customer rejected the quote. Cancelled by Hauler You cancelled the haul for any reason. These statuses allow you to track hauls clearly from initial request to final payment.

3. Haul Details

Clicking any haul opens the details, which typically include:

• Client contact information
• Pickup and delivery addresses
• Animal details
• Required documents (Coggins, certificates, etc.)
• Notes
• Quote data and pricing
• Payment history
• Timeline of updates

Itinerary

The Itinerary provides a structured outline of each haul so customers know the plan and transporters can stay organized. It displays pickup times, delivery times, stops, notes, and any special instructions. This guide explains the core functions.

1. Purpose of the Itinerary

The itinerary is designed to:

• Organize travel timing and route details
• Log pickup, transit, and delivery information
• Provide a clear summary of how the haul is scheduled

2. Viewing and Editing the Itinerary

Each haul includes its own itinerary page. You can:

• Add or edit pickup and delivery times
• Add stops such as fuel or rest points
• Adjust route details as needed

All fields can be updated before or during the haul.

3. Typical Itinerary Structure

A standard itinerary may include: Pickup Location + Scheduled Time Where and when to collect the animals Dropoff Location + Estimated Time Final destination and expected arrival Optional Stops Fuel stations, rest breaks, or other planned stops General Haul Notes Special instructions or important information Tip: The layout is simple for quick reference during transport, ensuring you have all necessary information at your fingertips. ↑