Trucking365 TMS Help Center

Setup

Setting Up a Company Profile
Setting Up Locale Settings
Setting Up Invoice Settings
Setting Up Settlement Settings
Adding Customers (brokers, shippers & consignees)
Adding Vehicles (trucks & trailers)
Adding Drivers

Dispatch

Load Life Cycle
Creating a Load
Creating a Trip
Send Trip Data to Email
Dispatch a Load
Adding Driver Deductions & Reimbursements

Accounting

Creating an Invoice
Adding an Invoice Additions & Deductions
Adding an Invoice Payment
Send an Invoice to Email
Creating a Driver Settlement
Adding a Driver Settlement Payment

Expenses

Adding Expenses
Adding Taxes
Adding Fuel
Adding Maintenance

Users & Roles

Adding a User
Adding a Dispatcher
Adding a User Role

Documents

Customer Documents & Carrier Packet
Vehicle Documents
Driver Documents
Load Documents

Reporting

Base Report
Incomes Report
Expenses Report
Trucks Workload Report
Drivers Workload Report
Dispatchers Workload Report
Expiry Report
Fuel Report
Maintenance Log

Integrations

Samsara ELD
Bestpass
PrePass
OpenAI

Support

Creating a Support Request