Settings

 
 

 

General Settings

Clicking on the General Tab will allow you to add company Name, Time Zone, Default Notes, and multiple E-mail Templates.it will also allow you to enable shifts on your tenant. If the user enables the “user-defined field1”, then they will see an additional text box on the order page, the value entered on the text box will be shown while creating the new order.

Using this tab, users can edit the project, quote, and order templates that will be used at the time of emailing the quotes and orders to the users. 

On initial setup, you will want to edit the "Project Default Note" to have the default legalese you want to have on your quotes.

The following views will be impacted by the enabling of shifts.

  • Ticket View 
  • Send Orders to Drivers 
  • Revenue Breakdown Report 
  • Daily Summary Order Report 
  • Order and Load Summary Report 
  • Other Order Reports 
  • Driver Load Info Dialog 
  • Driver Destination Info Dialog 
  • Transfer Order Dialog 
  • Copy Order Dialog 
  • Driver assignment page 
  • Revenue breakdown by truck report/ revenue break down the menu

After enabling the shifts, the above-mentioned pages or modals/Dialog will show “shifts” control on the pages, as column values in some of the reports (e.g.: revenue breakdown) or as read-only fields with auto-populated “shift” value(e.g.: driver load info dialog).

If the user enables “allow associating tickets with order items”, then they will be able to enter the tickets for the order lines on the schedule page (manually using the tickets menu or through dispatches) and from within the orders. If it is not enabled, then the user will be able to enter the actual amounts only on the order lines by using the receipts.

To print the driver names on order reports, the checkbox “show driver names on printed order” should be checked. If the checkbox “show initial supplier and load at” is checked, it will enable 2 additional fields “Initial supplier” and “load at” on the order details form.

Settings Tab

Appearance Tab

Clicking on the “appearance” tab allows the user to upload your logo and custom CSS files. Most will not typically use CSS, so if you don't know what this is, you can ignore it.

You can also upload the logo which will be printed on quotes and reports.

Appearance Tab

User Management Tab

Clicking on the “User Management Tab” allows the user to select Form-Based Registration features.

By using the settings on this page, you can allow users to register on the system and we can change other settings like “newly registered users will be active by default” or we can enable/disable the captcha at the time of registration.

User Management Tab

Security Tab

The “Security Tab” allows the user to add additional security features. They can set the complexity of passwords and user lock-out settings.

Security Tab

Dispatching and Messaging

Clicking on the “Dispatching & messaging” tab allows you to set the dispatch-related settings. You can choose to dispatch via either “Simplified SMS” or via the “Driver application”. If "None" is selected, dispatching will be disabled.

Dispatch and Messaging

Below are some menu options that are displayed on the "Schedule" page when certain settings are checked:

  • Tickets – When “Allow associating tickets with order items” is enabled on the “general” tab. (note: if not enabled, you will not be able to add  tickets)
  • Dispatch to the driver – When “Dispatch via simplified SMS” or “Dispatch via driver application” is enabled. It is only available for current and future dates/shifts with trucks assigned. If there are no trucks assigned, this menu option should not be available since there will be no trucks to dispatch to.
  • View Load History– When “Dispatch via simplified SMS” or “Dispatch via driver application” is enabled. This menu allows the user to view all the dispatches of the order line. The dispatches will be filtered showing only the results related to the order line.
  • Message drivers - When the “Allow SMS messages” setting is enabled and there are trucks scheduled

When "Dispatch via" is set to "None" then

  • The ”Send orders to drivers” menu will not be shown under the “Orders” menu on the left side of the screen.
  • The "Loads" and the “Truck dispatch” list” menu items will not be shown under the “Orders” menu on the left side of the screen.

If you don't want to send orders through dispatching, you can disable the dispatching and enable only the “allow SMS messages “. This will allow you to send the orders using the “Send orders to drivers” functionality under the "Orders Menu" but without any acknowledgment links.

This setting (allow SMS messages) will also allow you to configure the specific number (Twilio number) that will enable the users to send the SMS through the number configured for their company. This must be number entered by Twilio.
Do not enter your own cell number in the "Number to Send From".

If “Allow SMS messages” is checked and there are trucks (dump trucks & tractors) scheduled on order lines on the "Schedule" page, you will see a “Message drivers” menu on the "Schedule" page on both context-sensitive menu and ellipsis(…) button menu. If no phone number is configured on this page, then the default number configured on the host site will be used for sending the SMS.

You can send a test message to verify that the phone number and the message are configured properly using the "Send Test Message" button.

The “Driver start time” template is used for notifying the drivers about the start times. This template is used when the “Notify drivers” button on the “Driver assignments” page is used.

“Driver dispatch SMS” template is used while sending dispatches through the "Schedule" page using the “Dispatch to driver” menu or through the “Send orders to drivers” menu.

The items surrounded by braces { } are called tokens. These tokens are used in the messages to represent the data that will be replaced in the template. For example, when a template using the customer token {Customer} is sent, it replaces the token with the actual customer.

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