Let’s be real, when setting up any type of program to manage your business, there’s a decent amount of information you need to enter before you create the first dispatch. The entire setup journey is simplified to streamlined perfection with our new Setup Wizard feature that quickly guides you through the initial data entry process. Let’s take a closer look…
Step 1 - Enter Business DetailsThe first step is easy. Since you entered most of your business details when creating the account, just add your address and contact information.
Step 2 - Add-OnsThis step is the beginning to customizing your account. There are also help videos available for your viewing pleasure to see how each add-on works in TruckLogics. The next step goes more in-depth with the customizable options that are available, including: ProMiles, IFTA filing, and Less Than Truckload (LTL).
Step 3 - PreferencesThis step is where you can set everything to your particular preference, including: timezone, order/dispatch/invoice number entry, accrual or cash basis for reports, and odometer tracking.
Step 4 - RemindersThe last step is to set your reminders. With a simple email alert you will be informed of upcoming invoice deadlines, dispatch pick up, scheduled maintenance, upcoming expiration dates, and IRS tax deadlines. You can even choose how many days before you would like the reminders sent and which ones you want.
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