MyTrucking

You can group clients together under one Company tag for quick and easy reporting

Company Tag's to group clients

How to handle jobs which don't go straight from A to B

Multi-Leg

Creating Recipient Created Tax Invoices or Buyer Created Tax Invoices in Xero

Creating RCTI's or BCTI's in Xero

How to Invoice a Job before it's completed

Invoice a Job before it's completed

Mark a Client as Non-Billable so that they will not be invoiced

Non-Billable Clients

Update Browser to latest version

Why am I being logged out of MyTrucking?

Info

Support

Nicole Yee

Using MyTrucking Day to Day

How do I see who has changed a job and the history of job changes?

How to View Job Change History

Contracts

Split Jobs

Import multiple jobs into MyTrucking, accept them one by one or in bulk

How to Bulk Job Import and Bulk Accept

Job Attachments

Jobs which have a intermediary leg, or a job across multiple days

Multi-Leg job - how to add legs

Change to how drivers and vehicles appear in the mobile app.

Driver Vehicle Behaviour for Multi-Leg Companies

Jobs

Allow drivers to repeat jobs including splitting jobs off existing contract

Mobile App - Upload and Repeat Job

How to Add & Edit a Job when logged into the Mobile App as a Dispatcher

Adding & Editing Jobs from the Mobile App - Dispatcher

How to use the Mobile Drivers App

Features you can turn on or off for the Mobile App

Mobile App Options

How to turn on Mobile App Notifications

Using the Mobile App to view the clients location

How to use Maps on the Mobile App

Attachments to the Mobile App

Quick Start Guide - Mobile App

Pre Start Checks

How to make your dockets look like scanned images

Mobile App Document Scanner

Drivers Mobile App

If you’ve recently moved to Xero, here’s how to connect MyTrucking and start posting invoices seamlessly.

Switching to Xero: How to Set Up Your Integration

I've made a mistake, how do I repost an invoice / how do I uninvoice

Reposting invoices / un-invoice

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

Fully Integrated with Xero

Attachments Through to Xero

Check out the features available to Xero Customers only

Xero Specific Features

Xero Customers Only. You can now see your Xero Invoice number on each job in MyTrucking

Xero Invoice Number in MyTrucking

How to set up XERO (GL) Codes in MyTrucking

How to Post Invoices to Xero

Xero

MYOB Business AccountRight Plus and Premier

Why can't attachments be sent from MyTrucking to MYOB

Attachments to MYOB

MYOB Account Right

MYOB Business Lite and Pro (previously MYOB Essentials)

MYOB Essentials

How to create a Fixed Price Job

Pricing and Rates

How to set the Drivers password for the Mobile App

Reset a Drivers Password

Users

Switching your Daysheet views to sort by other options

Sorting your Daysheet Screen

Click on a heading to collapse sections on the Daysheet

How to Collapse/Expand sections in the Daysheet

Day Sheet

Most of the Help Articles are restricted to MyTrucking users

Help Articles

Quick Tips:  Contactless with MyTrucking

What sort of phone do I need to use the MyTrucking mobile driver app and how much data will I use?

Which Mobile App do I Download?

FAQ's

www.mytrucking.com

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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