In the magical realm of fantasy, wizards offer guidance and wisdom to get you through Middle Earth or protection as King Arthur’s main dude for defending against a Saxon invasion. Why not have wizards exist in real-life, but with technically-advanced flare instead of a magical staff? The TruckLogics Crew (Meet the Crew) have turned fantasy into reality with the latest TruckLogics feature – the Setup Wizard.
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 Details
The 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-Ons
This step is the beginning of 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 – Preferences
This 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 – Reminders
The 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.
The Setup Wizard will get you started quick, fast, and in a hurry. When you complete the steps, you are free to indulge in all the benefits of your TruckLogics account. For any questions you may have, the TruckLogics Crew is standing by in Rock Hill, SC to assist you via phone: 704.234.6946 or email: [email protected].
Learn more about TruckLogics by attending our Live Training Sessions.
Join the crew and learn how to get started with TruckLogics and get up-to-speed on all our latest updates. Every live training session is followed by a Q&A to answer any questions you have. Sign up today!
4:00 P.M. – 5:00 P.M. EST
We’ll be going over how to set up your TruckLogics account and do a complete walk-through of how TruckLogics can improve your trucking business.
Check out our latest updates, including: accounts, invoicing, IFTA, our mobile app, driver management, and so much more!