Tips and tricks
Save the address as a contact, pick the driver first, print the Sunday sheet, and a dozen more.
None of these are needed. All of them save a few minutes a week, and a few minutes a week is most of what the app is for.
Getting paperwork in
- Save the paperwork address as a contact. Setup › Email in › Add to Contacts. After that it autocompletes from the first letter in Mail, and nobody ever types it. Give it to your drivers the same way.
- Set up the forwarding rule once and the carrier’s settlement sheets file themselves every Friday. The steps for Gmail, Outlook, iCloud and Yahoo.
- Ask the carrier to email settlements to the paperwork address directly. Then there is nothing to forward at all. Add their sending address under Other addresses that may send.
- Put the load number in the subject when the page doesn’t show it — load 48870 — and the page lands on that load.
- From a computer, drop the file straight onto the box. No clicking through folders.
- The carrier’s PDF reads better than any photo of the printout. Forward the email rather than photographing the page.
- Flat, all four corners, no shadow. The three things that make a photo read first time.
- Forward freely. A page sent twice is caught by its bytes and not filed again.
Loads
- Pick the driver in the filter first, then Add a load — it starts with that driver chosen.
- Let the load chain. When a new load starts where the last one delivered, take the offer — Start from Columbus, OH — where load #48870 ended — and the empty miles between them come out right, and the last load’s trip home is cleared.
- Type over the miles when the carrier’s figure differs. Yours always wins over the map’s.
- Cancel, don’t remove. A load that fell through stays on the list struck through, with your note. Remove is for mistakes.
- The final stop is the destination, not a stop-off, even when the carrier’s sheet types it SO. Only the stops in between pay. See Stop codes.
- Forward the rate con before you say yes. The load gets a grade and a list of what the terms leave out — a TONU, a reefer-fuel line, detention after two hours. That list is what to ask the broker for. See Rate con review.
- Make the weekly runs lanes. Setup › Lanes sets the miles once, so the same run never goes in at 253 one week and 255 the next.
- An empty move is a load with a name. A bobtail to the shop, a run the carrier never sees — name it, and it pays its miles without waiting on a settlement.
Settlements
- Type the net pay exactly as printed. It is what the sheet checks the loads against. Off by exactly one load’s total? That is the one you haven’t entered.
- The note on a mismatch is for what dispatch said on the phone. It shows on the list until the settlement is sorted, so the reason is there next week too.
- “Did that one come in yet?” — type the load number in the box on Settlements.
Pay
- Print the Payday report on Sunday. One sheet, every driver’s net. It is the paper you pay from at the bank.
- Send the statement to the driver’s phone from the Driver pay statement report. Then nobody has to ask.
- Say what an extra is for. “Long wait at the Nashville receiver” makes sense a year on; “bonus” doesn’t.
- Paid early by mistake? Unmark paid opens the statement back up.
- A raise is a new rate with a start date, never a change to the old one. Old loads keep their old pay.
Trucks and bills
- Never enter card fuel under Expenses. It is already off the settlement. Only fuel from your own pocket goes there.
- Type what the shop charged on the service and the bill lands in Expenses on its own. Never type a bill twice.
- “Use the usual” when logging a service fills in the next-due from what most shops say.
- Write down the odometer at every service. It is how the app knows the miles on the clock now.
Reports
- Send the accountant a link, not a login. Get a link on any report; it opens without a sign-in and holds that day’s figures. Stop it any time under Shared links.
- Switch a report to Year when the accountant wants the whole year on one sheet.
- In January, send the link to last year’s Year to date. That is the 1099 page.
The phone
- Add to Home Screen. An icon like any app, and on an iPhone the only way notifications get through.
- Add a passkey on each phone and computer and stop typing a password.
- Send a test under Notifications before you need one to arrive.
- See the app as the driver from their page when they call with a question. You see exactly what they see.
Everywhere
- Tap the ? first. Every screen explains itself, one part at a time.
- “Back to this week”, “Back to this month” — wherever the arrows took you, one tap home.
- Every count is a badge. The number beside Loads, Settlements and Driver pay in the menu is something to do, never a total: loads waiting on your review and emailed pages waiting on a tap, sheets that need a look, statements not yet paid. The Inbox is the record, so it has none.
- Every remove asks first, right where you tapped. Nothing vanishes on one tap.