Podcast
Questions and Answers
What is the primary responsibility of the Responsible person in a project?
What is the primary responsibility of the Responsible person in a project?
Which position is primarily responsible for creating records and managing them in the TMS?
Which position is primarily responsible for creating records and managing them in the TMS?
What role does the Assistant play in relation to the Responsible person?
What role does the Assistant play in relation to the Responsible person?
What function does the Controller perform in a project?
What function does the Controller perform in a project?
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Which of the following roles is associated with mentoring new employees?
Which of the following roles is associated with mentoring new employees?
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What does AMO CRM primarily help with?
What does AMO CRM primarily help with?
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Whose responsibility is it to handle claims and work with bad debts?
Whose responsibility is it to handle claims and work with bad debts?
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Which position is responsible for overall company performance and staffing decisions?
Which position is responsible for overall company performance and staffing decisions?
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What is necessary when adding a Certificate Holder to a Certificate of Insurance (COI)?
What is necessary when adding a Certificate Holder to a Certificate of Insurance (COI)?
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Which of the following is NOT one of the requirements to verify on a COI?
Which of the following is NOT one of the requirements to verify on a COI?
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What is the minimum coverage amount for Commercial General Liability on a COI?
What is the minimum coverage amount for Commercial General Liability on a COI?
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If a customer requires a deductible, what is the maximum amount that should not be exceeded on the COI?
If a customer requires a deductible, what is the maximum amount that should not be exceeded on the COI?
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What should you do if your COI is older than three months?
What should you do if your COI is older than three months?
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Which of the following actions is advisable when needing to request a trailer?
Which of the following actions is advisable when needing to request a trailer?
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What kind of coverage is specifically mentioned for trailers in the COI guidelines?
What kind of coverage is specifically mentioned for trailers in the COI guidelines?
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What should be included in the subject line when emailing the insurance company?
What should be included in the subject line when emailing the insurance company?
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What type of suspension is more modern for trailers?
What type of suspension is more modern for trailers?
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What is the conversion of 1 mile to kilometers?
What is the conversion of 1 mile to kilometers?
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Which of the following materials would require placarding under haz-mat regulations?
Which of the following materials would require placarding under haz-mat regulations?
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How many liters are in 1 US gallon?
How many liters are in 1 US gallon?
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What is the official speed limit for highways in the U.S. typically set between?
What is the official speed limit for highways in the U.S. typically set between?
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What is the equivalent of 100 degrees Celsius in Fahrenheit?
What is the equivalent of 100 degrees Celsius in Fahrenheit?
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How is the U.S. dollar formatted when dealing with cents?
How is the U.S. dollar formatted when dealing with cents?
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What does the king pin do in a trailer?
What does the king pin do in a trailer?
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What should you do if the carrier MC# is shorter than 6 digits?
What should you do if the carrier MC# is shorter than 6 digits?
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What should you enter if the contact person for a different dispatch is being used?
What should you enter if the contact person for a different dispatch is being used?
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Which detail is NOT required when autofilling contact information?
Which detail is NOT required when autofilling contact information?
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What is the purpose of adding a second phone number or extension for contact?
What is the purpose of adding a second phone number or extension for contact?
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Which of the following correctly represents how to format a phone number?
Which of the following correctly represents how to format a phone number?
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How should the Planned Pick Up date be recorded?
How should the Planned Pick Up date be recorded?
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What information should be copied from the local load board?
What information should be copied from the local load board?
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What is the consequence of incorrect email addresses for dispatch?
What is the consequence of incorrect email addresses for dispatch?
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What is the correct file naming format for a Certificate of Insurance for MC#546479?
What is the correct file naming format for a Certificate of Insurance for MC#546479?
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Which document has the file naming pattern 'Order# ␣ BOL'?
Which document has the file naming pattern 'Order# ␣ BOL'?
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For claims or damages, which of the following files must be saved or copied to the new folder?
For claims or damages, which of the following files must be saved or copied to the new folder?
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Which order number is associated with the Rate Confirmation file naming?
Which order number is associated with the Rate Confirmation file naming?
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What type of document is named using 'MC# ␣Trailer Interchange** (TCAM/RCM)'?
What type of document is named using 'MC# ␣Trailer Interchange** (TCAM/RCM)'?
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Where are the email templates for Outlook Express 2016 stored?
Where are the email templates for Outlook Express 2016 stored?
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Which document should be included in the folder for trailer registration/plates?
Which document should be included in the folder for trailer registration/plates?
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What should you do to create a new email using a template?
What should you do to create a new email using a template?
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Study Notes
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.
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Description
Test your knowledge on various aspects of truck and trailer operations, including types of trailers, hazardous materials regulations, and US measurement conversions. This quiz will help you understand important metrics and safety features crucial for transportation professionals.