UTX Freight Documentation¶
Welcome to the official documentation for UTX Freight, transport management software for freight companies. You use it to take orders, dispatch drivers, track containers, and invoice customers.
About UTX Freight¶
- Two shipment modes. Each UTX Freight account runs in either intermodal mode or ground mode. The mode is set for your account by UTX, not by users.
- Optional modules. Garage (a repair shop module for work orders, parts and garage invoices) is an optional module. It only appears in the side menu when it is enabled for your account.
- One app, several kinds of users. Office staff use the web app. Drivers, brokers and yard workers use the mobile screens. Customers and consignees can sign in to see their own orders.
Add-ons that may not be on for your account
Some features are add-ons that UTX turns on for your account. If one is not enabled, its menu items and buttons do not appear. Add-ons include:
Fuel Surcharge, Container Tracking, Multi-office, Garage and Auto Orders (orders created from an uploaded document).
Tagging (order tags) works the same way, but it is an account option rather than an add-on: it is on when UTX sets up a list of tag names for your account.
Pages about these features say if enabled for your account. See Add-ons & Account Options for the full list and what each one adds.
Open these docs from inside UTX Freight
The Online Documentation link in the top menu bar of the web app opens this site in a new tab.
New Account? Start Here¶
If you are an Admin or Manager, the side menu shows a setup checklist entry at the top:
- Getting started on a new account (hover over it to see how many steps are left before your first invoice)
- Setup check on an account that is already invoicing but still has items to set up (hover over it to see how many are left)
- Setup complete with a green check once everything on the checklist is done
Click it to see each remaining step and jump straight to the page where you complete it. See Setup Checklist and Getting Started.
Which Page Do I Need? (By Role)¶
Pick your role to find the pages you will use most. What each role can see and do is described in User Roles & Permissions.
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Admin
Setup Checklist · Application Settings · User Roles & Permissions · Users, Contacts & Invitations · Add-ons & Account Options · Multi-Office · Integrations
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Manager
Setup Checklist · Orders · Dispatch Board · Customers · Mobile Users · Equipment · Invoices · Reports
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Dispatch / Customer Service
Orders · Creating & Editing Orders · Order Status Workflow · Dispatch Board · Order Legs & Move Locations · Documents & POD · Container Tracking
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Accountant
Invoices · Creating & Editing Invoices · Sending Invoices & Recording Payments · Expenses & Checks · Customer Statements · Aged Receivables · Data Exports
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Customer / Consignee
Customer & Consignee Portal · Orders · Order Documents, POD & Signatures
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Driver / Broker / Yard Worker
Driver Mobile App · Driver Login Links · Yard Worker Mobile Screen
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Garage (if enabled for your account)
Garage Module Overview · Work Orders · Garage Invoices & Payments · Parts & Job Templates
Browse by Section¶
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Getting Started
Getting Started · Setup Checklist · Signing In, Navigation & Your Profile
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Orders & Dispatch
Orders · Creating & Editing Orders · Order Status Workflow · Rates, Charges & Expenses · Legs & Move Locations · Documents, POD & Signatures · Duplicating Orders · Order Tags · Auto Orders · Dispatch Board
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Drivers & Equipment
Driver Mobile App · Mobile Users · Driver Login Links · Yard Worker Mobile Screen · Equipment
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Customers & Master Data
Customers · Users, Contacts & Invitations · Shippers & Receivers · Customer & Consignee Portal · Zones, Cities & Zone Rates · Terminals · Container Statuses · Brokers, Steamship Lines & Container Sizes
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Billing
Invoices · Creating & Editing Invoices · Sending Invoices & Recording Payments · Charge Types, Expense Types & Taxes · Expenses & Checks · Fuel Surcharge · Customer Statements · Automatic Statements
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Reports
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Container Tracking (if enabled for your account)
Container Tracking · Container Alerts & Integration Health · Bulk Tracking Updates
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Garage (if enabled for your account)
Overview · Work Orders · Invoices & Payments · Customers & Equipment · Parts & Job Templates · Settings & Tax Rates · Reports & Statements
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Settings
Application Settings · User Roles & Permissions · Multi-Office · Website Content
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Integrations
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Reference
Glossary · Notifications & Emails · User Roles & Permissions · Add-ons & Account Options · Data Exports · Changelog
Not sure what a word or status means?
The Glossary lists the terms, screen labels, abbreviations and status names used in UTX Freight (for example LFD, App. Taken or POD), with a short definition and a link to the page that explains each one. It also groups the alternate names some features go by.
Container tracking is scheduled, not real-time
When Container Tracking is enabled, UTX Freight checks the tracking sources your account is connected to on a schedule and updates container information when it runs. Updates are not instant. See Container Tracking.
What's New¶
Release 3.12.19 Current version · released 2026-09-17
The version you are running is shown as Release at the bottom of the side menu. Highlights of the 3.12 release and its latest updates:
- Getting Started checklist (3.12.17): Admins and Managers get a step-by-step setup check that shows what is still missing before a correct first invoice, with one step marked Do this next. See Setup Checklist
- Terminal rates and city filter (3.12.17): edit a terminal's default rate in place on the Terminals list, and filter Cities to those you ship to. See Terminals
- Zone rates fixed (3.12.15): editing a zone rate and enabling or disabling a zone work again. See Zones & Cities
- Garage work orders editable until invoiced (3.12.2): edit work orders at any stage while their invoice is still a Draft. See Garage Work Orders
- Invoice filters and exports (3.12.0): invoice date range and AR aging filters that combine, a Balance column, aging badges, and exports that match your filters (QuickBooks columns or AR aging detail). See Invoices
- Consignee order visibility (3.12.1): a consignee linked to a customer account gets read-only visibility of orders delivered to them. See Customer Portal
Need Help?¶
Click Feedback (speech bubble icon) in the top menu bar of the web app to send a message to the UTX Freight development team. The We'd love your feedback window opens:
- Under What type of feedback?, choose General (the default), Bug Report or Suggestion.
- Under How important is this?, choose Low, Normal (the default) or Urgent.
- Write your message in Your Feedback (at least 10 characters, up to 2,000). Send Feedback stays greyed out until you reach 10 characters.
- Click Send Feedback, or Cancel to close the window without sending.
The page you were on is sent along with your message for context.
Where the Feedback button is
Feedback (and the Online Documentation link) is only in the top menu bar of the main web app. The Garage pages and the mobile screens do not have it. To send feedback from there, open a page in the main web app first.
See Signing In, Navigation & Your Profile for more about the top menu bar, the side menu and your profile.