Creating a quote in the admin panel In this video we cover how sales teams use the admin panel to create a quote for a customer Creating a quote in the admin panel Required quote fields Auto calculations from account settings Edit stops Select a ...
Creating bookings that did not come from quotes In this video (4:42) we will cover the following topics- Creating a booking without a quote Choosing a contacts for the booking Trip references Saving the draft building the stops, destinations, yards, ...
Using Customer Groups Automated emails which is a core feature of customer groups is an add-on to your standard SalesDriver or OpsDriver account. This can be added to your account by your TBN representative. For additional information about monthly ...
Setting payment terms in Organizations and Contacts In this video (1:52) we will cover the following topics- Creating consistent billing and payment structure within an organization Invoicing and payment settings Adding a new contact with automatic ...
Payroll- Setting Up Drivers and Dispatches In this video we cover the following topics Assigning a Pay Rate Group to a dispatch Pay Rate Group Mapping for automated assignments Adding Driver Actuals Using Planned Hours as Driver Actuals Paying Hours ...