MyTrucking

Accounts - Subscription Queries

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Nicole Yee

Setting Up MyTrucking

Getting Started with MyTrucking setup

How secure is my data in MyTrucking?

Pricing

Using Xero for Payroll and Timesheets

Will I lose my data when converting from a MyTrucking trial account to a paid account?

Getting Started

Getting started through the Xero Wizard

For Non MYOB Business AccountRight (Plus or Premier) and MYOB Business Light or Pro

Alternative MYOB Setup - Exporting your clients out of MYOB

How to Export your Client List from Empower

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

How to export your client list from Xero

For MYOB Business AccountRight (Plus and Premier) and MYOB Business Lite and Pro Users only

Getting started with the MYOB Wizard

Using the Import and Review feature to create jobs

How to setup the M2X Integration

Xero Invoice Due Dates

Follow these steps to re-authorise your MYOB Connection

Re-authorise your MYOB AccountRight connection

Integrate your Accounting Program with MyTrucking

Accounting Program Setup

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

Setting the Language preference in Chrome

Cancel my Account

General Setup

Add Admin Users and Drivers in MyTrucking

How to Add Users

How to Archive a User or Driver

Forgot Your Password?

What steps should I follow if my MyTrucking account is locked due to failed login attempts?

Users

How to save attachments to your clients and locations and make them available in the Mobile App

Client and Location Attachments

Linking a New client to Xero

Clients

Customer Portal is an online booking system where your customers can submit a job reques

How to setup Customer Portal

Review and accept Job Requests and create Jobs on your Daysheet

Customer Portal Job Requests

Customer Portal quick start guide

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?

How to Add Recurring Jobs (Multi‑Date Select & Save and Repeat)

What is the difference between Multi-Leg and Split Job features?

Multi-Leg vs Split Job

Jobs

How to set up vehicles as Tracking Codes in Xero

Xero - Setting up Tracking Codes

Automatically add a Fuel Surcharge/ Fuel Levies (FAF) to your invoices

Manually adding a fuel levies (FAF) for Non Xero customers
Alternative to additional Levy Option

Manually adding Fuel Levy/ Fuel Adjustment Factor

Invoicing

The Daysheet Icons

How to setup and use the Multi Daysheet

How to view, print or email your daysheet

Daysheet with Customisation and Reports

You can view your jobs in a list view, or calendar view

Calendar View - Day Planner Beta

The Daysheet

What are reference fields and how do I use them

Reference Fields

How do I load an agent or buyer to a job?

Agent or Works Buyer

Setting the Language in Firefox

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

How to record and report on the cost of your jobs. Helpful for managing subcontractors.

Cost Rate

Cost by Vehicle Report

Share jobs directly with other MyTrucking companies

Introducing Job Sharing with Inter‑MyTrucking

Job Sharing with Inter‑MyTrucking for Job Owners

Job Sharing with Inter‑MyTrucking for Subcontractors

Subbies - Sub Contractors

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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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.