GRIDABYTE

Staff console

For the Gridabyte team only. Accounts are added by an owner.

GRIDABYTE

Not on the staff list

This login works, but it hasn't been added to the staff list. Ask an owner to add you.

Add paid customer

Add a vendor

Tax paperwork

Keep the W-9 itself with your CPA or in your files. Never type a Social Security number, tax ID or bank account number into this console.

How we pay them

Example: Google Ads is "Google or another search," a mailing house is "Mail." Bills from this vendor count toward that source on the Sales tab.

Sells for us

to

Record a payment

A payment that has cleared. If someone brought this customer, their share is added to Outflow, due by the 15th of next month.

Add a payment

Something we owe or already paid: a vendor bill, a contractor's invoice, or spending to win a customer.

Automatic email isn't on yet, so this one goes from your own email app. The words are the same ones the automatic emails use.

1. Open it in your email app, or copy it. 2. Send it. 3. Click Mark sent, so nobody sends it twice.

Open in my email app

Add a lead

Lead finder

Carriers from FMCSA's free company census, sorted into the groups most likely to buy. Nothing is uploaded: the file is read here in your browser, and only the carriers you add go into Leads.

  1. Download the census file from FMCSA (a large CSV file; it can take a while): download link ↗. Don't open and re-save it in Excel; Excel cuts it short.
  2. Choose the file, type the states you want, and press Find.
  3. Pick a group, check the carriers, and add them to Leads.

Left out on purpose: fewer than 5 trucks (too small for a monthly system), 100 or more (they nearly all run a TMS already), inactive, not for-hire, and records not updated in 2 years. FMCSA's numbers are what each carrier reported, so check before calling: each lead has buttons for their website and live SAFER record.

Log a call or email

A follow-up date puts it on the To-do list for that day.

Add a campaign

Add a teammate

Add a to-do

What they entered

1. FMCSA SAFER

Open SAFER for this USDOT ↗

2. Google search (the copycat test)

3. Phone call, if anything doesn't match