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Dispatcher Board

8

Create Sick Leave Status on Dispatcher Board
Create “Idle no cargo” Status in Dispatcher Board
Create “Idle no Driver” status on Dispatcher Board
Accessing Driver Profile in Dispatcher Board
Accessing Vehicle Profile in Dispatcher Board
How to Create Load and Trip from Dispatcher Board
Copy Driver name/Truck number/Trailer number/Phone number from Dispatcher board
Search for Driver/Truck on Dispatcher Board.

Accounting

18

Change Truck Ownership into Owner Operator and create contract for Truck.
Add Scheduled Deductions
Where to find Scheduled Deductions?
Where to find Trucks and their Contracts (Addendums)?
Where to find Driver’s contract and it’s Addendum
Add Loan (Truck payment as example)
Add Trip Expense
Add Trip Credit
Create batch Preliminary Expenses
Create Driver Deduction
Create Driver Credit
Create Contractor Credit
Create Contractor Deduction
Create Settlement for Driver
Create Contractor/Vehicle Settlement
Check Settlement Print Form
Send Settlements
How to Create Load and Trip from Dispatcher Board

Payables

18

Change Truck Ownership into Owner Operator and create contract for Truck.
Add Scheduled Deductions
Where to find Scheduled Deductions?
Where to find Trucks and their Contracts (Addendums)?
Where to find Driver’s contract and it’s Addendum
Add Loan (Truck payment as example)
Add Trip Expense
Add Trip Credit
Create batch Preliminary Expenses
Create Driver Deduction
Create Driver Credit
Create Contractor Credit
Create Contractor Deduction
Create Settlement for Driver
Create Contractor/Vehicle Settlement
Check Settlement Print Form
Send Settlements
How to Create Load and Trip from Dispatcher Board

Receivables

6

Create Invoice from load
Send Invoice to Broker
Complete Invoice Payment
Adjusting Freight Rate for Loads
Send Invoices to Factoring company
How to Create Load and Trip from Dispatcher Board

Dispatch

14

Marking Load as TONU.
Drop Trailer on delivery location after delivery
Create LTL Load
Create new Partner(Consignee/Shipper)
Create Location
Trailers assignation
Trip Delivery
Create “Empty Trailer move” trip
Create new Broker
Add LTL load into Trip
One Load with two Trips (Split)
Create Trip from Load
Create FTL Load
How to Create Load and Trip from Dispatcher Board

Fleet

13

Create Transponder and assign to Truck and Driver.
Create Fuel Card and assign to Truck and Driver
Create New Truck
Add Truck Documents
Add Samsara ID to the Truck
Create Maintenance Plan
Create Service Log from Maintenance Plan
Add Documents Expiration dates on Trucks
Create new Trailer
Truck working status
Create Fleet Equipment.
Create Inspection
How to Create Load and Trip from Dispatcher Board

General information

1

How to Create Load and Trip from Dispatcher Board

HR

6

Create Driver’s Contract (Gross Percentage)
Create Driver’s Contract (Per Mile wage)
Create new Driver
Assign driver to the truck/trailer/dispatcher
Employee hierarchy
How to Create Load and Trip from Dispatcher Board

1

How to Create Load and Trip from Dispatcher Board

Recruitment

2

Create new Job Position
Create new Job Application

Safety

5

Add Drivers Documents expiration dates
Receive Document Expiry Warnings
Add Drivers Documents
Driver Warnings
Truck Warnings

VS Lease

1

How to Create Load and Trip from Dispatcher Board

Roadside Assistance

2

Add Case to Request
Create a Roadside Request

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How to Create Load and Trip from Dispatcher Board

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