MyTrucking

Accounts - Subscription Queries

Jobs API

Info

Nicole Yee

Setting Up MyTrucking

Getting Started

Getting started in MyTrucking with the Xero Wizard

If you’ve let us know that you’re a Xero User you’re already good to go.

Getting started with Xero and MyTrucking

For MYOB AccountRight and MYOB Business Users only

Getting started with the MYOB Wizard

Using a MYOB Product other than MYOB AccountRight or MYOB Business

Exporting your Client List from Empower

Set the Browser Language to ensure exported dates are in NZ format

Setting the Language preference in Chrome

Setting the Language in Firefox

Check out the features available to Xero Customers only

Xero Specific Features

Add Admin Users and Drivers in MyTrucking

How to Add Users

How to Delete a User

How to find/reset your password

Users

How to save attachments to your clients which will appear in the driver app

Client and Location Attachments

Clients

How to use the Mobile Drivers App

Features you can turn on or off for the Mobile App

Mobile App Options

Mobile App Notifications

Using the Mobile App to view the clients location

Maps on the Mobile App

Attachments to the Mobile App

Mobile Drivers App

Customer Portal is here!

Review and accept Job Requests and create Jobs on your Daysheet

Customer Portal Job Requests

Customer Portal

Export a file that MyTrucking companies can use to create jobs

Create an Import file for Sub-Contractors

How do I add Rates in MyTrucking?

Intelligent Date Picker

Jobs

Where to review and edit all jobs that have been marked as done, and mark them as ready to be invoiced.

The Invoice by Date Page

Invoicing

The Daysheet Icons

How to set-up and use the Multi Daysheet feature

Multi Daysheet

The Daysheet

What are reference fields and how do I use them

Reference Fields

General Settings

How to get the most out of MyTrucking Reporting

Custom Reports

Reporting

Send your client an email when the job is delivered

Automatic Delivery Notification

Send an email detailing the job details with attachments

Email Job Details (Consignment Note)

Capture a signature for Proof of Delivery

Sign on Glass

POD's

www.mytrucking.com

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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