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.