Macy Williams
Articles
Recent activity by Macy Williams
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How To Create Fleet Tags
Fleet tags let you label and organize your trucks for easier tracking and filtering. Here's how to create and assign one.StepsGo to Fleet Management and click Edit Truck on the truck you want to ta...
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How To Create a Work Order
Datatruck makes it easy to manage and document your maintenance expenses through the Work Order section. Whether you are uploading invoices or manually entering details, this guide will walk you th...
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How to Change the Driver on a Load
If the wrong driver was assigned to a load, you can update the assignment at any point up to and including Invoiced status. If the load has been added to an Invoice Batch or Salary Batch, you must ...
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How to Create Maintenance Tasks (Truck & Trailer)
Creating maintenance tasks in Datatruck helps you stay on top of your fleet’s upkeep, whether it’s for trucks or trailers. You can easily schedule inspections, repairs, renewals, or any other servi...
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Customer — Billing Information Setup
The billing setup on a customer profile controls how invoices are sent and how payment is collected for that customer. Getting this right ensures invoices are routed correctly, whether directly to...
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How To Make Driver Inactive
When a driver leaves the company or their contract is terminated, their profile should be set to Terminated. This removes them from active lists while preserving their historical data.There are two...
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Searching Loads Using Filters
You can search for loads in Load Management using various parameters such as Load ID, Shipment ID, Customer, Dispatcher, Driver Name, and more.Steps to Search Loads:Go to the Load Management sectio...
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Safety Task Types in Datatruck
When creating a new Safety Task in Datatruck, selecting the correct task type is important for accurate tracking, compliance, and record keeping. The “Type” dropdown helps you categorize the task b...
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How to Generate an IFTA Report
IFTA report helps fleet operators track fuel purchases and miles driven across different states or provinces for tax reporting purposes. In DataTruck, generating and managing IFTA reports is simple...
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Driver Balances — How They Work and How to Manage Them
What Are Driver Balances?Driver balances are running financial accounts that track money owed between the driver and the company. Datatruck supports up to 10 balance types per driver, each tracking...
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