Set up your company, trucks, drivers and brokers

Company profile and defaultsOwner

1. Open Admin › Settings (owner only).
2. Fill in Company Name, MC Number, DOT Number, phone, email and address.
3. Under Defaults set Invoice Due Days (how long brokers have to pay you), the default Owner-Op Percent and Company Mileage Rate ($/mi) for driver pay, and your usual Default Fuel State and Default IFTA State.
4. Add an Invoice Footer (for example how to pay you) and a Settlement Footer. They print on your documents.
5. Tap Save Settings.

Add trucks

1. Open Fleet & Drivers › Trucks. The page is called Fleet.
2. Open Add a truck.
3. Enter a Truck Code (like T1), a Description (like 2020 Freightliner Cascadia) and, if you know it, the MPG (optional).
4. Tap Save Truck.

To change a truck later, tap Edit on its row. Utilization (top right) shows how busy each truck has been.

Add drivers and how they are paid

1. Open Fleet & Drivers › Drivers. The page is called Driver Roster.
2. Open Add a driver and type the driver's Name, Phone, Status (for example Available) and Home Base.
3. Under Pay Profile choose the Driver Type: Owner Operator, Company Driver or Both.
4. Enter the Owner-op Percent (the share of the load an owner-operator keeps, like 80) and/or the Company Mileage Rate ($/mi) (like 0.65 for a company driver).
5. Tap Save Driver.

The View button on a driver's row opens a phone-friendly list of that driver's loads. Fleet & Drivers › Driver Availability shows who is free and who is on a load.

Add shippers and brokers

1. Open Fleet & Drivers › Shippers / Brokers. The page is called Shipper CRM.
2. Open Add Shipper and enter the Name, contact name, phone and Email. The email is used to fill in the To box when you email an invoice.
3. Under Broker credit and payment, fill in the MC number, the Payment terms (days), a Credit status (Unchecked, Approved, Caution or Do not haul) and, if you like, Your rating (1-5).
4. Tap Save Shipper.

The list shows how fast each broker really pays (average days to pay), so you can see who is slow. Payment terms you enter here are used instead of your company default when an invoice is created for that broker's loads.

Import a list from a spreadsheet

Every list can be imported: trucks, drivers, shippers, loads, quotes, invoices, expenses, fuel, IFTA miles, documents, compliance, maintenance, safety incidents and more. They all work the same way. Look for the menu items that start with Import.

1. Open the Import page, for example Fleet & Drivers › Import Trucks. (All import pages are listed in Reports & Audit › Import Templates.)
2. Tap the Download ... Template button to get a sample spreadsheet with the right columns. Fill it in with Excel or Google Sheets and save it as CSV.
3. Open your CSV file in any text editor, copy everything, and paste it into the big box.
4. Tap Preview Import. The page shows what it understood and lists any lines it could not use, with the line number and the reason.
5. Fix the problems in your file, paste again and preview again. When it looks right, tap the create button (for example Create Trucks).