Add your trucks and trailers
Unit number, VIN and plate once, then every load, receipt and reminder knows which truck it belongs to.
Step by step
- Open Company. The Setting up list at the top shows what is still missing, and each open step has a Do this button.
- Add your trucks and trailers: open Fleet, press + Add vehicle, type the Unit number, choose Truck or Trailer, then press Add vehicle.
- Add your people: open Team and use Invite a team member. Choose the role Driver for anyone who hauls loads. Skip this if you work alone.
- Say how drivers are paid: open Pay, choose a Method under Company default and press Save.
- Back on Company, fill in Load number prefix, Next number and Payment terms (days), then press Save company details.
- Book your first load: open Loads and press + New load.
An owner who also drives needs the role Admin + Driver to be given loads. Cannot see one of these menu items? Read the guide on why a menu item is missing.
Set up first
Unit numbers, and the VIN and plate if you have them to hand.
Worth knowing
- Use the unit number your drivers say out loud: receipts and fuel cards are matched by it.
- Fleet: press + Add vehicle.
- Type the unit number, year, make and model.
- Press Add vehicle. Its paperwork and service reminders start from here.