What is a Contact?

In our Truck Management Software, Contacts play an instrumental role in facilitating seamless communication and operation. Contacts are individuals associated with a customer, and they act as the primary point of liaison between your services and the customer's needs.

How to Create a Contact

Follow the steps below to create a new contact:

1. Navigate to the 'Settings' menu in the top navigation. Select 'Contacts' and click 'Add Contact'.
2. Enter the contact Name and Email. This is mandatory.
3. Add a Phone number to ensure easy communication.
4. Include any relevant Notes about the contact, such as specific requirements or preferences.
5. Specify the Customer that the contact is associated with.
6. Click the 'Create' button to save and register the new contact in the system.

What is a Driver?

In our Truck Management Software, a Driver is an essential entity responsible for the transportation and successful delivery of shipments. Each driver has an individual profile that allows them to interact with the system, stay updated with their responsibilities, and manage documentation related to their shipments.

TMS Software Mobile App for Drivers

Understanding the on-the-go nature of a driver's work, we have introduced the TMS Software Mobile App. This dedicated application empowers drivers with functionalities to make their journey smoother and more informed.

Key Features of the Mobile App:

• Account Access: Drivers can securely log into their personal accounts to view and manage their profiles.
• Shipment Assignments: The app allows drivers to view shipments that have been designated to them, ensuring they always have a clear roadmap of their responsibilities.
• Detailed Information: Drivers have access to crucial shipment details, such as pick-up and drop-off locations, ensuring clarity and reducing potential miscommunication.
• Document Upload: The mobile app has a feature that allows drivers to quickly upload relevant documents. Be it shipment pictures, receipts, or other necessary paperwork, everything can be stored and accessed from the app.

Ensuring Seamless Shipments:

The introduction of the mobile app within our TMS ecosystem signifies our commitment to providing drivers with the tools they need for success. By ensuring they have real-time access to information, the potential for errors diminishes, and the overall efficiency of the delivery process is enhanced.

For optimal performance, drivers are encouraged to regularly update the app and maintain clear communication with their associated contacts through the system.

What is a Shipment?

In our TMS Software platform, a Shipment represents an actual logistics operation, be it a delivery, pickup, or any other type of goods transportation. The details of these operations are entered through a customizable form which can be tailored to capture a wide array of data pertinent to the shipment. This flexibility ensures that the system can accommodate diverse logistics needs. Once the details are entered and the shipment is created, it becomes a live entity in the system. Users then have the capability to monitor the shipment, view its event logs, assign drivers, communicate with them, visualize their location on a map, and much more.

Creating a Shipment Form

Our TMS Software platform provides a dynamic shipment form customizer that allows users to tailor the form to their specific needs. The intuitive interface lets users add, edit, and organize data input fields with ease.

1. From the main navigation, click on 'Settings'.
2. Select the 'Shipment Form' from the tab menu.
3. Below, you'll find options to input custom fields, where you can specify the 'label', 'description', and 'placeholder' for each.

Customizing Data Input Fields

The right pane provides tools for creating and editing various form fields. Here's a step-by-step guide:

1. In the 'Field Type' drop-down menu, choose the type of input you want, such as 'Text', 'Select', etc.
2. Click on the 'Add New Form Field' button to insert a new data input field to the form.
3. For dropdown selections (like 'Select' fields), you can specify the 'Label' and enter multiple 'Options' separated by commas. This creates a dropdown list for users to choose from when filling the shipment form.
4. Provide a brief 'Description' to guide users on the information needed for that specific field.
5. For already existing fields, click on them to open the 'Edit Select' pane on the right. Here, you can modify the 'Label', 'Options', and 'Description' as required.
6. Once done editing, click 'Update' to save changes or 'Cancel' to revert to the previous settings.

Shipment Details

1. Select Customer: Use the drop-down menu to choose the desired customer for the shipment. The list is populated based on the existing customer database.
2. Select Contact: Once the customer is selected, pick the specific contact associated with this shipment. The contact details, including their name and email, will be displayed for clarity.
3. Input Fields: Customize the shipment details by filling out the required fields such as 'select label', 'description', and 'textarea label'. These fields can be set using the shipment form customizer.

Mapping & Route Details

The right pane showcases an integrated map where you can visualize the shipment route and destination.

1. Map Overview: The map displays the route your shipment will take. Important landmarks and locations are marked for easier navigation.
2. Add Destination: Click the 'Add Destination' button to input a new destination on the map. This is particularly useful if the shipment has multiple stops.
3. Route Details: Below the map, you'll find detailed statistics about the journey, including the total distance in meters and the estimated time in seconds.