Wednesday, 24 June 2015

Electronic Document Management

At TruckLogics, we know it’s difficult to manage a business. After all, that’s why we exist. Between keeping your trucks on the road, managing drivers, keeping track of invoices, and remembering maintenance schedules for your trucks, it can be a hassle to keep proper track of your documents. That’s why in addition to managing your business, we also keep an electronic record of all your relevant paperwork in the same place, your TruckLogics account.

How Can TruckLogics Keep Track of My Documents Electronically?


Well that’s a great question, and the answer is simple, by using the program. TruckLogics has lots of innovative features that allow you to automatically keep track of all your important documents electronically. In today’s green world, paperless is becoming more and more popular, and not just because it’s environmentally friendly, it’s easier, too. Take a look and see how TruckLogics can help you create and keep track of all of the important documents for your trucking business.

Invoice/Dispatch Summaries- Once you add the load into the system, you will be brought to the “Dispatch Summary” page. At the bottom of this page is the “Net Revenue” section which includes a visual summary of income versus expenses for the load, and it also shows your revenue per mile. This lets you know immediately how much you are going to make on a load before you even accept it or assign it to a driver. It also helps act as a negotiation tool with the broker so you can be sure to meet your bottom line and negotiate to raise the hauling rate if need be. You can also use the invoice draft to negotiate, which is also automatically created when you add a load into the system and can be sent with a template email that you create through TruckLogics. Once a deal is agreed upon, simply change the status of the draft to “final”.


TruckLogics also conveniently allows you to be able to access all of the invoices you have sent out. Simply click on your accounts tab, and under invoices, click on “Emailed Invoices”. There you can see a full list of all of the invoices you have created, plus the time and date when it was sent.

Settlements- After creating a dispatch, TruckLogics will automatically generate the settlement for your driver. This settlement can be emailed to them without leaving the TruckLogics program, and includes that rate, fuel surcharge, advances, accessorial fees, and any deductions. For reference, you can even create a driver report from the reports tab, which will generate a report showing all driver payments within the specified dates of your choice. 




Uploads- You can also upload any fuel or expense receipts to TruckLogics straight from your phone on the mobile app. Simply take a picture of the receipt, upload it to the system, and it will be saved automatically. You don’t even have to leave the program or open your camera, you can take and upload pictures straight from the app. You can also upload a copy of your Bill of Lading or any other trip related document to keep on file. Sure beats having to save a messy pile of receipts and papers, right?



Mileage- By using ProMiles, you can have your mileage uploaded automatically and saved into our system. That means no more having to write down and keep track of all of your mileage every time you cross a state line. Just drive, track your fuel purchases, and let ProMiles handle the rest.
Not only does ProMiles keep track of your mileage for you, it also can generate your IFTA quarterly tax return from within the TruckLogics program. All you’ll need to do is mail it in with your payment. The program also automatically saves each quarterly return in your account, so that just in case you ever have the misfortune of dealing with an audit, you’ll be able to pull up all of your prior returns in a matter of seconds.



So stop keeping messy file folders filled with old crumpled up receipts. Let TruckLogics help make your paperwork disappear, and start using the best business management software for truckers on the market. If you have any questions about any of our services or want to request a free demo to see how it works, give us a call at 704.234.6946 or email us at support@trucklogics.com.

1 comment:

  1. This is a great program, I use it everyday to manage my business. It is as simple as this blog says it is. I highly recommend it. (And it is very affordable as well!)

    ReplyDelete