In your Cargoboard account, you can tailor the entire booking process to your individual needs. By using the built-in standard and automation features, you save time and simplify recurring tasks.
Set Default Transportoptions
You can define which product and transport options should be preselected by default.
Example: If most of your customers are private individuals, you can set this as the default and combine it directly with scheduling the delivery appointment.
Of course, you can adjust these defaults for each individual booking.
If you are confident in your transport options, you also have the possibility to skip this step entirely.
Save Shipment Contents Automatically
If you often ship the same type of goods, you can preset these in the system.
Example: If you regularly ship flooring materials, you can save this selection as your default.
This way, you no longer need to search for the goods description in the dropdown menu at the end of the booking process.
Skip Product Selection
If you usually book the same transport product, you can also set it as your default.
Example: If you primarily use our Standard or Premium product, simply select it once and, from then on, after entering pickup location, destination, and package details, you’ll go straight to the transport options.
Express Booking in Under 1 Minute
By combining default settings with your address book and product templates, you can complete a booking in less than a minute – with no extra steps in between.