Tour the sidebar: New, Active and Kit

The Drumkit sidebar has two views. New is for freight that isn't booked yet: quoting and building loads. Active is for loads that already exist. Kit sits at the top of both and tells you what it found in the email you have open.

The top bar

Switch views with New and Active at the top. Drumkit opens the view that fits your team's setup, and you can switch any time.

• In the Active view, Search by ID... finds a load by its ID. Use Advanced Search to look one up by customer, pickup city and dropoff city instead.
• The profile menu has Dark Mode (or Light Mode), Drumkit Portal, Help Center and Log Out.

Kit

Kit is the Drumkit assistant. When you open an email, Kit tells you what it found, for example Hey! I found 2 lanes to quote, and lists each one as a suggestion. Click a suggestion and Kit fills in the form below. Fields it filled in are marked AI-filled.

• To remove a suggestion you don't need, click the ⋮ menu next to it and choose Dismiss.
• + N existing loads mentioned means the email names loads you already have. Hover it to see their IDs, and switch to Active to work on them.
• View handled quotes (N) shows lanes on this thread you've already quoted or replied to. See See what's been handled.
• No suggestions found. means Kit didn't find a request in this email. You can still fill in the form yourself.

The New view

Use it for quote requests and tenders. Depending on your team's setup, you'll see some of these tabs:

Tab	What it's for
Quick Quote	Price a lane against your rate sources and send the quote. See Quote a single lane.
Carrier Quote	Email carriers for rates and compare their replies. Your team may have renamed this tab. See Request quotes from carriers.
Load Building	Turn a tender into a load in your TMS. See How Builder works.
Truck List	Turn a carrier's list of available trucks into entries you can submit. See Use truck lists and carrier verification.

When Kit finds something, the sidebar jumps to the right tab. If you pick a tab yourself, it stays where you put it.

The Active view

Use it for loads already in your TMS. Loads mentioned in the email you have open appear here as tabs on their own. You can also open a load from the search bar, or (with the Chrome extension) from your TMS's load page. Depending on your setup:

Tab	What it's for
Load Info	See the load's status, stops and details, and update them in your TMS. See How the Active view works.
Appointments	Book pickup and delivery appointments. See Book dock appointments.
Track & Trace	Log check calls and exceptions, and schedule check-in emails to the carrier. See Log check calls and exceptions.
Outbox	See, edit or cancel the carrier emails you've scheduled. See Manage scheduled carrier emails in the Outbox.

Kit also works here. If an email has a carrier update, appointment or check call for a load, Kit offers to fill it in. See Apply Kit's suggested updates to a load.

FAQs

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Related

• How Drumkit reads your email

• Quote a single lane

• Glossary