Truck and Trailer Knowledge Quiz

Trailer Types

• Air ride/Spring ride: Air suspension is more modern than spring suspension
• Trailer Interchange Coverage: This coverage is specifically for non-owned trailers.

Intermodal

• Refers to a single trailer or container that uses multiple transportation methods, like truck/ship/rail.

Hazardous Materials (Haz-Mat)

• Includes explosive, flammable, poisonous, or dangerous cargo.
• Large amounts or especially hazardous cargo require placards under haz-mat regulations.

King Pin

• A large pin located under the front of a trailer.
• It connects with the fifth wheel of a truck.

US Metrics

• Length
  • 1 foot (12 inches) = 30 centimeters
  • 3 feet = 1 meter
  • 1 mile = 1.6 kilometers
• Mass (weight)
  • 1 pound = 0.45 kilograms
• Liquid Volume
  • 1 US gallon = 3.78 liters
  • 1 US quart = 0.94 liters

Speed

• Official highway speed limit: 65-75 mph
• State speed limits may vary.

Dates

• American date format: Day/Month/Year (DD/MM/YYYY)
• Example: 15/06/2021 (15th June 2021)

Money

• US currency uses a decimal point (.) to separate dollars and cents: $25.88
• Comma (,) is used to separate thousands: $1,500
• Dollar ($) sign is placed before the digits.

Temperature

• To convert Celsius (°C) to Fahrenheit (°F): (°C x 1.8) + 32 = °F
• 0°C = 32°F (Freezing point)
• 100°C = 212°F (Boiling point)
• 24°C = 75°F

Task Responsibility

• Responsible: Takes full responsibility for project/task/process completion.
• Assistant: Helps the Responsible person.
• Controller: Monitors the project/task/process and may initiate actions from the Responsible person.
• Managing: Responsible for the overall project.

Specific Roles and Responsibilities

• Operations: Communicates with customers and the corporate office.
• Agents: Communicate with carriers.
• Team Lead: Mentors new employees and supports the team in difficult situations.
• Help Desk: Creates records and manages them in the TMS system.
• Claim MNG: Manages claims and works with bad debts related to carriers.
• Fin Admin: Calculates salaries, settles accounts with the company, and customers.
• Manager/CEO: Handles company performance, hiring/firing, and staff tech support.

AMO CRM

• AMO CRM: A system designed for managing deals efficiently.
• Offers multiple communication options (email, phone, chat)
• Provides a centralized communication history for easy access.

AMO CRM Basic Functions

• Contacts & Leads:
  • Agent: Select the responsible agent from the dropdown.
  • Sale: Includes margin, customer rate, carrier rate, origin city/state, destination city/state, etc.
  • Operations: Select the operations manager.
  • Customer: Select the customer or use "NEW" for unknown customers.
  • PU plan: Planned pickup date.
  • Picked: Actual pickup date.
  • ETA plan: Scheduled delivery date.
  • Dropped: Delivery date.
  • Order#: Order number from TMS/Cargo.
  • Unit#: Trailer unit number or "NN" if unknown.
  • VIN#: VIN number for the trailer or "NN" if unknown.
  • Commodity: Copy commodity information from the local load board.
  • Eqt: Select the equipment type.
• Important: Always add the carrier MC# as a phone number within the contact. Include 0x in front if the MC# is less than 6 digits.

Emails

• Use the correct email address for the intended recipient.
• Proofread for errors before sending.

Certificate of Insurance (COI)

• Certificate Holder (customer company name, address): Can be easily added to the COI by contacting the insurance company directly.
• Additional Insured and/or Loss Payee: Must be requested by the carrier from the insurance company.
• Commercial General Liability: Ensure the COI includes a checked "Commercial General Liability" box with a minimum amount of $750,000.
• Deductible: Make sure the deductible amount is not higher than $1,500.

COI Checkpoints

• Issue Date: Must be less than 3 months old.
• Carrier company name: Match the name to the MC#.
• Auto Liability coverage: Must expire no less than two weeks after the scheduled delivery date.
• Trailer coverage: May be described as "Bailee for non-owned trailer".
• Certificate holder: Must include the customer company name and address.

Obtaining COI

• Check for saved COIs in the carrier folder.
• If a valid COI exists, use it.
• Use email templates for requesting a COI:
  • "Trailer Info" template for carrier requirements.
  • "Insurance Request" template for insurance company requests.
• Check for available COIs in Safer Watch.
• Save received COIs in the carrier folder.
• Attach the COI to the trailer request.

File Naming Conventions

• Type of Document:
  • Certificate of insurance (COI): MC# ␣ COI ␣ Customer Name (e.g., 546479 COI Fleet Eqt) or MC# ␣ COI (if no certificate holder)
  • Carrier packet: MC# ␣ packet (e.g., 546479 packet)
  • Interchange agreement: MC# ␣ Trailer Interchange** (TCAM/RCM) (e.g., 546479 Trailer Interchange TCAM)
  • Rate confirmation: Order# ␣ RC (e.g., 3867159 RC)
  • Customer rate: Order# ␣ customer (e.g., 3867159 customer)
  • Bill of lading (BOL): Order# ␣ BOL (e.g., 3867159 BOL)
  • Signed rate confirmation: Order# ␣ sign (e.g., 3867159 sign)
  • Proof of delivery (POD): Order# ␣ POD (e.g., 3867159 POD)
  • Trailer registration/plates: Order# ␣ reg/plates (e.g., 3867159 reg, 3867159 plates)
  • Trailer repair: Order# ␣ repair (e.g., 3867159 repair)

Saving Files for Claims/Damages

• Open the carrier folder and create a new folder named "Order# (1234567) Damage."
• Move all related files including:
  • Certificate of insurance
  • Signed rate confirmation
  • Claim or estimate
  • Pictures of damages
  • POD (if applicable)

Email Communication

• Read the manual carefully.
• Utilize email templates for common scenarios.
• Double-click the template file to create a new email.
• Fill in the missing information and send the email.