EZBook Onboarding & Booking Creation

In this guide you will learn how to register in EZBook, How to Create a Booking, and How to Manage / Edit your bookings.

Nicholas Mastoris
51 steps
4 minutes

Tracintermodal

Registering a New EZBook User

Navigate to [EZBook](https://ezbook.tracintermodal.com/trac/ui/ezb/#)

Click "Register as a New User"

Click "User ID: \*" and enter your desired User ID. You will use this User ID to access EZBook.

Click "Password: \*" and enter your desired password. **Note:** Passwords must have at least 8 characters, one upper case, one lower case, and one digit.

Click "Confirm Password: \*" and re-enter the same password to confirm your password.

Click "First Name: \*" and enter your First Name. **Note:** Your first name will be used when bookings are created.

Click "Last Name: \*" and enter your Last Name. **Note:** Your last name will be used when bookings are created.

Click "Email: \*" and entered the Email Address you would like associated with your account. **Note:** This email address will receive booking confirmation, update, and cancellation notifications.

Click "Phone #: \*" and enter the Phone # you would like associated to your account. **Note:** Your Phone # must be entered in the following format: ###-###-####

Click "SCAC: \*" and enter the SCAC your account will be associated with. **Note:** This SCAC will be used when bookings are created.

Click "I'm not a robot" and wait for a green check mark to appear.

Now that you have filled out all of the necessary fields, click "Submit" on the bottom right-hand of the screen to submit a user access request to the TRAC Customer Service team.

When your user access request is processed successfully, you will receive a pop-up confirmation. Click "OK" to close the window. Your request has been successfully submitted to the Customer Service team for review.

Your EZBook User Access Request is now in review by our Customer Service team. You will receive a notification from Customer Service via Email once your account has been approved and activated. Once approved and activated, you can begin using EZBook for your daily bookings.

If you experience any issues or errors during the EZBook Request User Access process, please contact Customer Service: 1-877-2226 (option 2)

Navigate to [EZBook](https://ezbook.tracintermodal.com/trac/ui/ezb/#)

**Note:** You MUST have an approved and activated User ID before you are able to login to EZBook and create a booking.\ \ If you do not have a User ID in EZBook, please refer to the [Registering a New EZBook User](https://scribehow.com/viewer/How_to_Manage_and_Update_Chassis_Pool_Bookings__xD30d5jzT9uvU6WuTRyLAg?scrollToActionId=d639d218) section of this guide.

Then click on "Password" and enter the Password associated with your User ID.

Once you have entered your User ID and Password, click "Sign In" to access the EZBook application.

After signing in successfully, you will be brought to the EZBook Dashboard. This dashboard will show you all of the bookings made against your account. **Note:** If this is your first time signing in and you have not yet created any bookings, no information will appear on the dashboard.

**Optional:** If you are searching for an existing booking, you can use the Dashboard Search Filters on the left-hand side of the page to search for your booking based on Dates, Order Status, Order Number, Booking Status, and Booking Number.

If you experience any issues or errors during the EZBook Sign In process. Please contact Customer Service: 1-877-2226 (option 2)

Creating an EZBook Booking

To begin creating an EZBook Booking first click on the "Bookings" dropdown in the Navigation.

Click "Pool Booking" to begin creating your booking.

By default the Booking screen will populate your company details on the left-hand side.

Proceed by filling out the other mandatory fields to begin searching for available units. First select the Market you would like to create this booking in. This will trigger a dropdown with a list of Markets to select from.

Choose your Market from the dropdown.

**Optional:** EZBook allows you to create bookings at locations with zero availability. To view these locations, click the "Show Zero Inventory Locations" checkbox. **Note:** Bookings made at zero-inventory locations will be placed in a Pending status. You will receive a secondary email with a booking confirmation once inventory becomes available with the booking details.

Click "Equipment Size" to show a list of available equipment sizes.

Choose the Equipment Size you are booking for.

Now that you have filled out the mandatory search fields. Proceed to view available inventory by clicking on the "Search" button in the top right-hand corner of the Booking search area.

After clicking "Search" you will see a list of available locations in the selected Market with their Available Inventory Listed.

To request units at a location, first click on the "Selected Quantity" dropdown arrow to trigger a dropdown.

Select the number of units you are requesting in the dropdown.

**Note:** You can request units from multiple locations. If you'd like to request units across multiple locations. Follow steps [31](https://scribehow.com/viewer/How_to_Manage_and_Update_Chassis_Pool_Bookings__xD30d5jzT9uvU6WuTRyLAg?scrollToActionId=a44e4180) and [32](https://scribehow.com/viewer/How_to_Manage_and_Update_Chassis_Pool_Bookings__xD30d5jzT9uvU6WuTRyLAg?scrollToActionId=c0541c98) to create additional bookings.

**Optional:** Once you select your inventory counts at each location. Click on the "Contact and Comments" tab at the top of the screen.

**Optional:** By default this section will be loaded with your Contact Name and Email Address. **Note:** You can add additional email addresses in the "Email Address" field by separating each email with a semi-colon. Any additional Email Addresses added will receive notification emails for this Order and Booking(s).

**Optional:** If there are any comments you would like TRAC Intermodal to be aware of, click on the "Comments" field and enter them. These will be added to your Order for the TRAC Team to review.

Now that you have selected units at your locations, click "Next" in the bottom right-hand corner proceed to the Review step in the booking process.

You can now review your booking details before confirming your booking.

**Optional:** If you notice any details you would like to change about your Order / Booking(s), click the "Previous" button in the bottom right-hand corner of the page to return to the creation step and make any necessary edits.

After your review your Order and Booking(s) details and confirm that everything is correct. Click on the "Submit" button in the bottom right-hand corner to create your booking.

After clicking "Submit" a confirmation pop-up will appear asking you to confirm your order. Click the "OK" button to create your order or "Cancel" to return to the booking creation process.

Once created, you will be brought to the "Booking Confirmation" step where you can view all of your Order / Booking(s) details.

You can then view your booking on the EZBook Dashboard by clicking on the "View Dashboard" button. **Note:** If you would like to edit your booking, click on the "Manage Booking" button. If you would like to create a new booking, click on the "Add New Booking" button.

Once you are back on the EZBook Dashboard, your newly created booking will appear. **Note:** By default you will only see the Order details on each card. If you would like to see your Booking(s) details, click on the "down arrow" to view your Booking(s) details.

After clicking on the down arrow, you will be able to view all bookings associated to your order.

Congratulations! You have created your first booking in EZBook!

If you experience any issues or errors during the EZBook Booking Creation process, please contact Customer Service: 1-877-2226 (option 2)

Editing and Cancelling an EZBook Booking

If you'd like to edit your EZBook Booking, search for the order on your dashboard and click on the "pencil" icon to begin editing your Order and Bookings.

You are now on the EZBook Order Editor screen and have several options: - You can cancel the entire Order by clicking on the "Cancel Order" button.

- You can lower the quantity of units requested by clicking on the "Selected Quantity" arrow and selecting a new quantity. **Note:** You cannot increase the quantity of your bookings. In order to request more units a separate booking must be created.

- You can cancel individual bookings by clicking on the "trash can" icon. **Note:** You need to complete the full booking creation process to confirm the cancellation of your booking. Please follow steps 37 - 41 to complete the cancellation of a booking.

If your Order or Booking was cancelled it will update your Order or Booking status on the confirmation screen.

If you experience any issues or errors during the EZBook Booking Edit or Cancellation process, please contact Customer Service: 1-877-2226 (option 2)

EZBook Onboarding & Booking Creation

In this guide you will learn how to register in EZBook, How to Create a Booking, and How to Manage / Edit your bookings.

Nicholas Mastoris
51 steps
4 minutes