Training Videos

☛ Managing Your Screen

☛ Setting up company profile

☛ Adding a Load

☛ Loads - Basic Info

☛ Loads - Adding Charges

☛ Loads - Copying Loads

☛ Loads - Dispatching Loads

☛ Loads - Brokering a load (Carriers)

☛ Billing

☛ Split Billing

☛ Adding Customers - Detailed

☛ Brokering a load (Freight brokers)

☛ Pre-Settlement

☛ Settlement - Basics

☛ Settlement - in Detail

☛ Chassis auditing

☛ Customer portal

☛ Receive payments

☛ Driver Mobile App - English

☛ Driver Mobile App - Spanish

 

How do I?


How do I scroll horizontally on the dashboard?
Press and hold SHIFT key and   scroll using your mouse wheel. This will scroll the screen horizontally


☛ Search in the system?

☛ Find a Load in the system?

☛ Run TMSEZ on mobile phones

☛ Get trip miles and tolls

☛ How to create load templates?

☛ Use "My list" feature

☛ Set Flash note to locations

☛ Keep track of customer empty call-in dates

☛ Close-out a non-billable load with a trip in it


How do I scroll horizontally using the trackpad on the laptop?
You can scroll horizontally by dragging two fingers across any part the laptop's touchpad


☛ Add location specific notes for drivers

☛ List multiple loads at once?

☛ See revenue vs pay per container

☛ Record driver time offs

☛ Audit Chassis Invoices

☛ Add a yard stop to the load

☛ Export a list of containers for a customer

☛ Cancel and uncancel loads or make a load non-billable

☛ Handle Pre-pay customer loads

☛ Change company information such as name and/or address

☛ List customers with Quick note added

☛ How do I bill customers under different companies

☛ Mark an incomplete load as billed?

☛ Manually change invoice number?


How do I select multiple rows at once?

To select a range of rows, select the first row, press and hold the SHIFT key and select the last row. To select random rows, press the CONTROL key each time you click on a row


☛ Add a location to Quick-lookup?

☛ Move a Dry-Run load to New status?

☛ Import loads from Excel?

☛ See empties at customer ready to be picked-up?

☛ Add dry run leg?

☛ Add footer (standard & factored) to invoices?

☛ See all billed loads?

☛ Change the document type after uploading?

☛ Create a load template with pre-selected stop like yard pull?

☛ See documents attached to a load?

☛ Add my other companies to the system?

☛ Assign drivers without sending to their phones (capacity planning)?

☛ Add SSL and free days?

☛ Customize master report?

☛ Invoice for additional charge after the invoice has already been sent?

☛ Use full-screen mode to get more space for loads?

☛ Use Shift and Control keys to select multiple rows/cells for copy & paste


How do I refresh the screen?

To refresh the screen, click on the tab you are on

Additional Products

☛ Yard Space Rental Management (Secure Parking)

☛ Yard Inventory Management

 

☛ Mice with horizontal scroll wheel