Help Center

Default Configurations

Macy Williams
Macy Williams
  • Updated

You can configure your default settings more easily now with the help of categorized sections. Here's a breakdown of what you can manage in each category:


General

  • Set the start of the week and define the number of working days.

  • Select your default MC number.

Mobile

  • Choose to show/hide truck and trailer documents.

  • Show/hide the rate confirmation from drivers by enabling the "Load Pay Driver Visibility" option.

  • Decide if drivers can chat with the company via the app.

Reports

  • Select your default report type.

Accounting

  • Set the default time reference to either Pick-up or Delivery.

  • Choose Salary Toll Date as either Exit Date or Post Date.

  • Enable/disable:

    • Cash Advance Automatic Calculation

    • Salary Adjustment Calculation 

Load Management

  • Control various defaults including:

    • Invoice Default Time

    • Equipment Type

    • LTL Workflow Visibility

Integrations

  • Choose whether to include Money Code Fee automatically in the Driver Balance.

  • Select Factoring Payment Type 

CRM

  • To avoid duplicate customers, you can enable "Customer ID is required" when creating a new customer.

Planning Calendar

  • Customize:

    • DEL Date Coloring

    • Driver Status Totals Type

    • Editable Driver Status in Calendar

Maps

  • Choose your preferred map service:
    Google Maps, TollGuru, or Trucking


We hope this article was helpful. However, if you have any further questions, please don't hesitate to reach out to our Live Support.

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