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Using MyTrucking - Day to Day
Using MyTrucking - Day to Day
41 articles in this collection
Written by
Support Team
Creating, Editing, and Finding Jobs
How to Add Jobs
This Article provides all the information you need to get started adding jobs in MyTrucking
Written by
Support Team
Updated over a week ago
Adding Repeat Jobs
How to add recurring jobs using Multi Date Select
Written by
Support Team
Updated over a week ago
How to Edit or Cancel a Job
All you need to know to Edit jobs in MyTrucking, including add, delete and cancel jobs
Written by
Support Team
Updated over a week ago
How to Find Jobs
Find out how to search and find jobs in MyTrucking
Written by
Support Team
Updated over a week ago
Finding the Job Number
How to see the Job Number (or Job ID)
Written by
Support Team
Updated over a week ago
Split Jobs and Contracts
What is the difference between a Split Job and a Contract
Written by
Support Team
Updated over a week ago
Contracts
How to use the Contract jobs feature
Written by
Support Team
Updated over a week ago
Split Jobs
How to use the Split Job feature
Written by
Support Team
Updated over a week ago
Bulk Job Import
Import multiple jobs into MyTrucking
Written by
Support Team
Updated over a week ago
How to add jobs after they have been completed
This Article provides all the information you need to add jobs that have already been completed in MyTrucking
Written by
Support Team
Updated over a week ago
Job Attachments
Attach files to your jobs
Written by
Support Team
Updated this week
Clients
Adding Clients
How to add clients or pickup/delivery destinations
Written by
Support Team
Updated over a week ago
Finding Clients
How to find your clients in MyTrucking
Written by
Support Team
Updated over a week ago
Editing your Clients
How to edit your clients and origins/destinations
Written by
Support Team
Updated over a week ago
Adding Origins and Destinations in MyTrucking
How to add locations (origins and destinations)
Written by
Support Team
Updated over a week ago
Charge Clients and Locations (Origin and Destinations)
What is the difference between Charge Clients and Locations?
Written by
Support Team
Updated over a week ago
Postal and Physical Address
The difference between the Postal and Physical Address
Written by
Support Team
Updated over a week ago
Merge Clients
How to combine clients using Merge
Written by
Support Team
Updated over a week ago
Export Client List
How to export client data from MyTrucking
Written by
Support Team
Updated over a week ago
Delivery Notification
Send your client an email when the job is delivered
Written by
Support Team
Updated this week
Email Job Details (Consignment Note)
Send an email detailing the job details with attachments
Written by
Support Team
Updated this week
The Daysheet Screen
Daysheet Screen
The basics of the Daysheet
Written by
Support Team
Updated over a week ago
The Daysheet Icons
What the icons on the Daysheet represent
Written by
Support Team
Updated over a week ago
Sorting your Daysheet Screen
Switching your Daysheet views to sort by other options
Written by
Support Team
Updated over a week ago
Print or Email your Daysheets?
Printing or emailing a run-sheet for your drivers
Written by
Support Team
Updated over a week ago
Multi Daysheet
How to set-up and use the Multi Daysheet feature
Written by
Support Team
Updated over a week ago
Invoicing
Invoice Descriptions
How to set your Invoice Descriptions
Written by
Support Team
Updated over a week ago
The Invoice by Date Page
Where to review and edit all jobs that have been marked as done, and mark them as ready to be invoiced.
Written by
Support Team
Updated over a week ago
The Invoice by Charge Client Page
Review and edit jobs, mark them ready to be invoiced, and post invoices to your accounting package.
Written by
Support Team
Updated over a week ago
Posting your Invoices
How to post invoices to your Accounting Package
Written by
Support Team
Updated over a week ago
Products
Products
How to Add and Edit Products
Written by
Support Team
Updated over a week ago
Users
How to Add Users
Add user accounts for those who can log into MyTrucking
Written by
Support Team
Updated over a week ago
How to Edit Users
Written by
Support Team
Updated over a week ago
Setting up a Driver
How to set up a Driver account to use the Mobile App
Written by
Support Team
Updated over a week ago
Vehicles
Setting up your vehicles
How to Add Vehicles
Written by
Support Team
Updated over a week ago
Remove Vehicles from MyTrucking
How to Archive Vehicles
Written by
Support Team
Updated over a week ago
Using Two Vehicles
How to use Pickup and Delivery Vehicles in MyTrucking
Written by
Support Team
Updated over a week ago
Setting Drivers as Vehicles
How to Assign Jobs to Drivers instead of Vehicles
Written by
Support Team
Updated over a week ago
Reporting
Custom Reports
How to get the most out of MyTrucking Reporting
Written by
Support Team
Updated over a week ago
Income by Vehicle Report
Analysing Vehicle Income
Written by
Support Team
Updated over a week ago
Video - Tips and Tricks
Tips and Tricks 1 - From Add Job to Invoicing
Written by
Support Team
Updated over a week ago