Keep things organised, efficient, and easy to scale.
Does your shipper list look like this?
If you’re seeing the same business name repeated multiple times - each with a different contact person — you’re likely duplicating effort and making reporting harder than it needs to be.
Each person at the same company has been added as a separate shipper - this can quickly clutter your system.
Optimise Your Shipper Setup: One Business, Many Contacts
A more efficient way to manage customers is to:
1. Consolidate Into a Single Shipper Entry
Choose one standardised shipper name for each business or dealership - and hide any duplicates.
Keep just one entry per business to improve clarity and reporting.
2. Add Contacts to That Business When Booking
When creating a new booking, use the Contact field to add the specific person you’re working with. Their details will be saved under that business for future use.
No need to re-enter details every time - once saved, contacts are always available.
3. Pick from the Contact List Next Time
Next time you create a booking for that shipper, just select the appropriate contact from the list - it’s fast, clean, and keeps your records tidy.
Each contact keeps their own name, email, and phone, while being linked to one central shipper.
📦 Why This Works Better
-
✅ Keeps your system clean and easy to manage
-
📈 Simplifies reporting and booking history
-
📤 Supports unified billing per business
-
👥 Still shows exactly who you're working with on each job
💡 Quick Tip
“Think of the Shipper as the business or organisation, and the Contact as the person you’re dealing with today.”
This structure is easier to scale - and once you start using it, you won’t look back.