FleetDesk Pro user guide

1 Getting started Sign up, log in, find your way around, and finish the setup checklist. 2 Set up your company, trucks, drivers and brokers Add the basics once. Import lists from a spreadsheet if you have them. 3 Team Access and roles Give dispatchers, accountants and drivers their own logins. Each person sees only what they need. 4 Loads, quotes and the pipeline Add a load, fill in the broker details and dates, assign a driver, and follow it to the finish. 5 AI Tools: scans, Copilot and Dispatcher Take a photo of a rate con or receipt and let AI read it. Ask Copilot about your numbers. 6 Invoices, reminders and factoring Bill the broker, email a PDF, chase late payments, and track factoring. 7 Expenses, fuel receipts, bills and driver pay Record what you spend, see your profit, and pay your drivers. 8 IFTA worksheet Get your quarterly fuel tax numbers ready from your loads and fuel receipts. 9 Compliance, documents and files Keep paperwork, permits and inspections in one place, with reminders before they expire. 10 ELD, HOS board and load boards Connect your ELD to see drivers' hours. Connect a load board for rate checks. 11 Reports and your daily, weekly and month-end routine A simple routine that keeps the books and the paperwork clean. 12 Driver guide: your loads on your phone See your loads, start a trip, mark it delivered and upload your POD. 13 Voice assistant (use only while parked) Ask about your next stop or hours, or say "start trip" or "mark delivered". Parked only. 14 Office assistant: inbox, alerts and drafts A helper that watches for late invoices, missing PODs and expiring paperwork. It never sends anything by itself unless you turn that on. 15 Your account and password Change your password, log out, delete your account, and what to do if you're locked out. 16 Billing and your plan How the free trial works, how to subscribe, and how to cancel. 17 The iPhone and Android app What the app adds, which permissions to allow, and what works without signal. 18 Troubleshooting and FAQ Quick fixes for the things people run into most. 19 Support and contact How to reach us and what to include so we can help fast. 20 Words you'll see Trucking and FleetDesk words in plain English.