Overview

This module outlines the key steps for configuring your TBN OpsDriver account, including general settings, driver timing configurations, invoice defaults, and email templates. It’s designed to build on your existing SalesDriver setup and prepare your account for full operational use.

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1. General Account Setup

Steps:

1. Go to Company Setup

2. Select General Settings

3. Click on Account Settings

If you’ve already configured SalesDriver, this is a good time to review and confirm that the settings still reflect your current preferences.

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2. Driver Start and End Time Adjustments

These settings define the buffer time around a driver’s shift and influence both scheduling and payroll reporting:

• Driver Start Time Adjustment:

  Minutes before the yard departure when a driver is expected to begin pre-trip activities (e.g., 30 minutes typical).

• Driver End Time Adjustment:

  Minutes after returning to the yard when the driver completes post-trip tasks (e.g., 15 minutes typical).

These fields help ensure accurate labor time tracking and can highlight discrepancies in actual vs. expected performance.

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3. Time Rounding and Payment Defaults

These defaults impact how time and billing are processed:

• Time Rounding Options:

  Set to the nearest 5, 15, 30 minutes, or hour.

• Deposit Due After Booking:

  Used for retail customers; defines how many days after booking the deposit is required.

• Default Payment Terms:

  Choose from options like:

  • Prior to departure (most common)

  • Net 10

  • Upon receipt

• Invoice Delivery Defaults:

  Control how invoices are initially sent (email, print, etc.).

These settings apply broadly but can be customized per customer or contract.

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4. Portal and Visual Configurations

You can personalize:

• Customer and Driver Portals

• Scheduler color codes (can be adjusted for accessibility, e.g., colorblind settings)

These tweaks improve user experience and interface accessibility.

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5. Email Settings for OpsDriver

Navigate to:

• Company Setup > Email Setup

• Click Email Templates

You’ll find six key OpsDriver email templates:

1. Booking Detail

2. Booking Confirmation

3. Invoice

4. Affiliate Work Ticket

5. Payment Confirmation

6. Booking Cancellation

Each template:

• Can be customized with your preferred language, links, and content

• Is linked to specific actions/events in the system

Click Show Email to preview and Edit to modify content.

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6. Additional Operational Settings

Other operational configurations include:

• Disclaimers

• Terms and Conditions

  These are covered in the Sign and Accept training module.

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Best Practices

• Review general settings annually or when making major process changes

• Use consistent logic for time tracking and payment defaults

• Keep email templates updated with your most current brand and contact info

• Leverage the support team for help optimizing settings or importing templates