TruckIT Web Portal

Users & Team Management

• Add a Team Member in the TruckIT Portal (Video)

Projects & Sites

• Create a Project in the TruckIT Portal (Video)
• Create a Project and Assign a Project Owner in the TruckIT Portal (walkthrough)
• Add a Foreman or Point of Contact to a Project in the TruckIT Portal
• Understand Site Types in the TruckIT Portal
• Download Projects from the TruckIT Portal
• Create and Set Up Sites in the TruckIT Portal

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Projects and Payloads

• Add a Payload to a Project in the TruckIT Portal (Video)
• Add a Custom Field to a Payload in the TruckIT Portal
• Create a Custom Payload in the TruckIT Portal
• Set Driver Rates and Customer Rates on a Payload in the TruckIT Portal
• Add an Existing Custom Field to a Payload in the TruckIT Portal
• Create Equipment and Add It to a Payload in the TruckIT Portal

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Fleet Management

• Add a Truck to Your Fleet in the TruckIT Portal (Video)
• Link or Unlink a Driver from a Truck in the TruckIT Portal
• Use the Fleet Calendar in the TruckIT Portal
• How to Grant TruckIT Access to a Customer or Contractor. (video)
• Create a Custom Truck Type in the TruckIT Portal (Video)

Dispatching

• Dispatch a Job in the TruckIT Portal (Video)
• Dispatch a Split-Load Job in the TruckIT Portal
• Assign a Driver and Truck When Dispatching a Job in the TruckIT Portal
• Add or Remove Trucks from an Active Job in the TruckIT Portal (video)
• Copy a Job or Create a Job Template in the TruckIT Portal (Video)
• Enable or Disable Auto Close When Dispatching a Job in the TruckIT Portal
• Dispatch a Job with a Specific Truck Type in the TruckIT Portal
• Use Grid View While Dispatching in the TruckIT Portal
• Dispatch a Payload with Custom Fields in the TruckIT Portal

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Haulers & Partners

• Add and Manage Third-Party Haulers in the TruckIT Portal (Video)
• Add and Set Up an Offline Hauler in the TruckIT Portal (walkthrough)
• Add and Manage Third-Party Haulers in the TruckIT Portal
• Add Offline Hauler Trucks to a Job in the TruckIT Portal

Tickets & Job Management

• Add a Ticket to a Job in the TruckIT Portal

Notifications & Alerts

• Set Up Anomaly Alerts in the TruckIT Portal (video)

Tickets & Reporting

• Reject a TicPic and Request a New Ticket Photo in the TruckIT Portal
• Edit a Ticket in the TruckIT Portal
• Find, Filter, and Export Tickets in the TruckIT Portal (video)

Reporting & Analytics

• Analyze Truck Activity and Load Cycles in the TruckIT Portal (video)

Dashboard & Daily Operations

• Use the Dashboard in the TruckIT Portal (video)

Company Settings

• Create and Manage Custom Fields in the TruckIT Portal
• Create and Assign Regions in the TruckIT Portal (video)
• Manage the Photo Required Setting in the TruckIT Portal
• Create and Use Multiple Regions in the TruckIT Portal

Jobs & Daily Operations

• Monitor a Job in the TruckIT Portal (video)

Communication & Notifications

• Message Drivers from the TruckIT Portal (video)
• Send Messages to Team Members and Drivers in the TruckIT Portal

Customers and Access

• Create and Assign a Restricted Customer in the TruckIT Portal
• Understand Customer Access, Restricted Customers, and Granted Access in TruckIT

Troubleshooting & Support

• Troubleshoot Common TruckIT Portal Issues