What this feature does
Exclusions let you block specific carriers or customers from parts of your workflow. You can add an exclusion by:
Carrier DOT number
Customer (by name or ID)
After selecting who to exclude, choose what to exclude them from.
Exclusion types
Exclude from shipments
Effect: When this option is checked, any new shipment for this carrier/customer is created and immediately marked as
canceled.
Exclude from tracking
Effect: Shipments for this carrier/customer will be created as usual. However, please note that the dispatcher-assigned email will not be sent for this shipment, and the app download flow for the driver will not be triggered.
Exclude from Autopilot (not in use currently)
Effect: No change today. Option is visible but inactive.
How to add an exclusion
Option A — By Carrier (DOT number)
Go to Settings → Exclusions.
Select Add Exclusion → Carrier (DOT).
Enter the DOT number. The system verifies and shows the matched carrier.
Choose an Exclusion type (Shipments, Tracking, or Autopilot [inactive]).
Save.
Option B — By Customer (Name or ID)
Go to Settings → Exclusions.
Select Add Exclusion → Customer.
Search and select by Customer name, or enter Customer ID.
Choose an Exclusion type.
Save.
What happens after you save
Exclusions apply to new actions from that point onward.
Exclude from shipments: new shipments are created and immediately canceled; no downstream flows run.
Exclude from tracking: shipments are created but tracking is skipped.
View, or remove exclusions anytime in Settings → Exclusions.