This the money tab:) you must have customers to send INVOICIES to for the FREIGHT that you HAUL! 


Enter them here. not doing field by field walk through.

  • **put CURSOR in SEARCH field and simply TYPE FIRST FEW LETTERS of any customer to INSTANTLY locate then in your customer list!!
  • can be used for a CALL LIST to get more freight. they can be sorted many different ways to assist in calling.
  • you can maintain basic RATE QUOTES here as well (tab)
  • Scanned documents (tab)
  • manage basic credit limits (financial tab)
  • make a customer INACTIVE if they have BAD credit/paymt issues.
  • we provide TWO address's for customers, a physical address so you may enter ALL offices they have. Acme Widgets could have 5 offices around country that you call daily for freight, but ALL BILLS got to ONE office to get you paid. we provide the "copy physical address->Bill To address" button so you can copy teh address to billing IF ITS NOT DIFFERENT,
  • NOTE: you cannot print an invoice without a BILLING ADDRESS!
  • You can COPY any customer to either shippers or receivers with a button press!
if a customer is not paying bills to suit you, do NOT delete him! someone will only add them back at some point!
make them INACTIVE and put in COMMENTS as to why. This way the customer will never show in drop down list to be put on a load, yet they stay in your contact list so all can see they are NOT active and WHY.
you can HIDE the INACTIVE customers as well.



BILLING ADDRESS tab

TERMS: only available with Quickbooks on. you must select a term from the drop down list. if you type one in and its not in QB, invoice will fail to EXPORT

info is copied here using provided btn on 'Physical Location' tab (see above)



RATE QUOTES (tab)


you can create, print and manage all rate quotes for any customer here. highlight the customer you wish to make a QUOTE for. go to the 'Rate Quote' TAB.

click the 'Add/edit Rates' button.



you press the ADD btn to add a NEW rate quote. TYPE field has drop down, can be either:

  • MANUAL-. this is where you are quoting from point A to point B. one rate on one lane. you specify origin & destination
  • STATE -> this is where you quote from single ORIGIN to any or all 48 states and Canada. 
tab through each field, filling in what you need,. press END button to skip all 48 states in entering a MANUAL rate. exiting the LAST field will trigger it asking you if you want another, Yes/No.
DRD will display any rates you have quoted HERE at The bottom of the customer rate/GROSS PAY screen when building  LOAD. For this to work, you have to enter the origin & dest in proper format. that mean CITY, ST (space BETWEEN comma AND STATE). if you enter quotes with SPACE after comma, DRD will display the rate quote at bottom of rate screen. destination does not have to match, drops cause rates to change,. the rate we display is a GUIDE line, not the GUARANTIED rate for the load.


proper city, st format shown below.

this is also what a MANUAL A->B quote looks like.



if you QUOTE using STATE, then you must put a rate in any state you wish to haul, put NA (not available) an any state you wish to avoid!



below is printout of BOTH types of rate quotes