EZ Trans Way — Freight Portal

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Good morning 👋

🚢 Under Control —

Health	Shipment	Client	ETA / Rail ETA	Status	⚡ Next Action

✅ Tasks

Action items linked to your shipments

🚢 Shipments

	⚕️	Shipment ID	SSL	MBL #	Container	Client	Trucker	ETA	GOC	Customs	TR	Status	⚡ Next Action

📈 Profit Dashboard

Delivered shipments only — per job revenue, cost and margin

Period:

Sort:

Shipment	Client	ATA	Revenue (CAD)	Cost (CAD)	Gross Profit	Margin

👥 Contacts

Tag each contact as AR client, AP vendor, Agent, Trucker — or multiple roles

🏭 Warehouses

Delivery locations — selectable on D/O form

⚙️ Settings

🏢 Company Info

Company Name

GST / HST Number

Address

Phone

💱 Exchange Rate

1 USD = ___ CAD

📈 Profit Alert Thresholds (CAD)

🟢 Green — profit ≥

🟡 Yellow — profit ≥

Below Yellow threshold = 🔴 Red alert on dashboard

🖼️ Company Logo

Logo appears on sidebar and Delivery Orders when printed.

📁 Upload Logo (PNG / JPG)

💾 Backup & Restore

🕐

Auto-backup not configured

Pick a folder below — backups will save automatically every hour and every time you open the app.

Step 1 — Choose backup folder (only needed once)

Pick any folder on your Mac — iCloud Drive, Desktop, Documents. Backups will save there automatically as .json files.

Step 2 — How often

+ always on startup

Manual:

⬆️ Import / Restore Backup

Legacy Migration

NOT CHECKED

Owner-only transfer from the preserved legacy database into the Phase 5 workspace. The source record is never deleted.

Run Preflight to validate the source, backup, target records, and collisions.

AI Document Extraction

NOT TESTED

Reads PDF and image shipping documents through your Supabase Edge Function. Extracted values always remain a proposal until you review and confirm them.

Save your Supabase configuration first.

This session: 0 documents, 0 tokens

📂 Google Drive — Document Storage

NOT CONNECTED

Upload documents directly to your Google Drive, auto-organized by shipment folder. Images are compressed automatically before upload.

📋 One-Time Setup (~15 minutes)

Go to console.cloud.google.com → Create new project (any name)

Search "Google Drive API" → Enable it

Go to APIs & Services → OAuth consent screen → External → fill in App name → Save → add your Google account as a Test User

Go to Credentials → Create Credentials → OAuth 2.0 Client ID → type: Web application → add your site URL to "Authorized JavaScript origins" → Create → copy the Client ID

Paste Client ID below → click Connect → sign in with Google when popup appears

Google OAuth Client ID

Root Folder Name in Google Drive (auto-created)

💡 Compression: Images (JPG/PNG/WEBP) are resized to max 1920px and compressed ~70% — typical saving 60–80%. PDFs upload as-is. Tip: scan at 150dpi instead of 300dpi to keep PDF sizes small naturally.

🗑️ Deleted Shipments — Trash

Recovered within 30 days

Shipments you delete are kept here for 30 days before being permanently removed. Click Restore to bring one back.

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Import Shipping Document

Review proposed changes before anything is updated

Shipping Documents

Drop up to 5 attachments from Outlook, Mail, Finder, or your desktop here. Each document is extracted independently and remains a proposal until confirmed.

Choose Files

🗑️ Delete Shipment

This action is permanent and cannot be undone

You are about to permanently delete shipment and all its associated revenue and cost lines.

Type the Shipment ID to confirm

Must match exactly — copy and paste if easier

📦 SOC — Shipper Owned Container

💰 Total Revenue

$0.00 CAD

Estimate

💸 Total Cost (CAD)

$0.00 CAD

Estimate

📈 Gross Profit (CAD)

$0.00

0.0% margin

Drag & drop files here, or click to browse

BL, Customs, Invoice, Packing List, POD — images auto-compressed
Outlook Mac? Right-click attachment → Save to Downloads → drag from Downloads, or copy attachment (⌘C) then paste here (⌘V)

⚠️ Danger Zone

Deleting a shipment permanently removes it along with all its revenue and cost lines. This cannot be undone.

Delivery Address (auto-filled from client — edit if needed)

ISSUED BY —

Authorized Signature & Date

RECEIVED BY — Driver / Trucker

Driver Name, Signature & Date

Shipment ID (auto if blank)

SSL / Carrier

MBL #

HBL #

Container #

Vessel

Mode

SOC (Shipper Owned Container)

Client (AR)

Shipper

Consignee

Agent

Trucker

Origin

Destination

Status

ETD

ETA

💰 Add Revenue Line

Sell rate — appears in AR dashboard

Shipment ID

Invoice #

Client (AR)

Type

Description

Amount

Currency

📋 Duplicate Shipment

Creates a copy — update dates and container before saving

Duplicating — all fields copied except MBL, Container, ETD, ETA, ATA and Documents. A new File # is auto-assigned.

New File # (auto-generated)

Status

ETD

ETA

MBL #

Container #

✅ New Task

Action item linked to a shipment

Task Description

Shipment ID (optional)

Due Date

Priority

Assigned To

What needs to be done?

Shipment (optional)

Due Date

💸 Add Cost Line

Buy rate — appears in AP dashboard

Shipment ID

Bill #

Vendor (AP)

Type

Description

Amount

Currency

👥 New Contact

Tag with roles — a contact can have multiple

Company / Name *

City

Country

Contact Person

Phone

Customs Broker Email (if different)

Address

Payment Terms

Notes

Roles — select all that apply:

💰 AR Client 💸 AP Vendor ✈️ Agent 🚚 Trucker 🛃 Customs Broker

🏭 New Warehouse

Delivery / storage location — selectable on D/O

Warehouse Name *

City

Full Address

Contact Person

Phone

Operating Hours

Gate Code / Notes

💾 Unsaved changes