A Scenic Tour of TruckLogics: Continued
Welcome back to Part 2 of our Scenic Tour through TruckLogics!
Now onto Maintenance, a part of Truck Zone. It’s a feature within a feature! (feature-inception)
With all of your trucks & trailers in your account, Truck Zone allows you to schedule future maintenance tasks for each. By entering the odometer reading, setting the maintenance task (i.e. tire rotation, oil change, etc.), and how often the task should repeat, the Maintenance Tracker will automatically remind you of these tasks every time they’re needed.
Set it once, and you’re ready to run on auto-pilot. No more forgetting appointments or taking a gamble with your safety or compliance! These reminders can be edited in the Maintenance section, and always pop-up on your Dashboard, so you can’t miss ‘em!
Time to ride the Dispatch train. Creating orders, dispatching, and generating invoices is all one fast, fluid process in TruckLogics. And with all of your contacts and equipment locked and loaded, the process is smoother than fresh pavement.
Navigate all of your orders, dispatches, and invoices from the one screen, as seen above. It’s also easy to find what you’re looking for. Using our advanced search, sort your orders by date, customer, order #, delivery place, status, dispatch, etc.
When creating a new order, load the customer/carrier and shipper/consignee from your AddressBook, and set the date and time of pickup. You may also include any details about the freight, and then assign the order charges (which means invoicing is halfway done already!).
After creating the order, dispatch in 20 seconds flat by assigning your driver. And if you’ve paired drivers with vehicles in your settings, the truck & trailer will automatically be added to the dispatch for you. Finally, add a check call to get updates from the driver, and send a customized email to the customer, letting them know when the order is being picked up.
Finally, when generating the invoice, there’s not much to do! Customer info? Check. Linehaul charges? Double-check. Just add your Fuel Surcharge Fee (unless you already set that in your preferences, then check!). Add any comments for the customer, and hit generate.
As if that wasn’t fast enough for you, you can duplicate orders if they recur often. Just click the little icon on the right of your order screen, next to the trash can.
With all of your info pre-loaded and auto-filling, your business will be running like a well-oiled engine.
Time for the final lap: Accounts. Charting your income & expenses doesn’t require an accounting degree in TruckLogics. Track all of our income and out-go by viewing one screen.
Tracking your business financials is simple. All of your orders — and the invoices attached to those orders — integrate into your Chart of Accounts. Plus you can customize your expenses by adding expense categories unique to your business, sky’s the limit. You name it, you can track it.
As our tour comes to an end, remember: if you ever get lost on your journey, retrace your steps by viewing your most recent 30 days of activity. It’s always available by clicking the arrow on the right side of any screen you’re in. The Support Crew is also available from this menu.