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eBooks

 

Dispatch             Tracking            BigRoad

 

Preliminary Setup

Preliminary Setup

With this interactive eBook, we will give you a crash course on how to set up your Work Items, Vehicles Types, Invoicing Components and other integral parts of the system that will define the operational aspects of your business.

Building Services

Building Services

Learn how to create Services that you offer to your clients in Fleet Complete application.

Pricing

Pricing

Define and create tax zones, apply taxes to the pricing structure, create fuel cost matrices, review the differences between Client and Driver rate charts and more.

Resources

Resources

Learn to create resource types, understand the use of equipment types and have the ability to create them, understand and set up resource certifications if required.

Clients

Clients

Learn to create client types and understand their purpose, learn to utilize the client management screen, learn to create client accounts and understand the function of the address book.

Orders

Orders

At the end of this module you will be able to access the order creation screen, create an order, managing pickup and delivery locations, manage service information & work items, review and/or override pricing for an order, adding legs to an order, search for orders & routes and more.

Route Management

Route Management

Understand the concept of routing, learn about route classifications, templates & instances, understand the workflow of route templates & the workflow participants and many more.

Dispatching

Dispatching

This lesson covers important terminology, prerequisites, & the concept of dispatching , scheduled reminders, auto dispatch rules, dispatch monitor board, distribution planner, package management and more.

Invoicing and Settlements

Invoicing and Settlements

In this module, you will learn how to generate invoices for clients, generate settlements for drivers and discuss the possible integration of FC with QuickBooks.

Client Web Portal

Client Web Portal

Learn to navigate the client web portal.

Dispatch Mobile Application

Dispatch Mobile Application

Learn how to navigate, accept/reject and complete new jobs dispatched direct to your Driver's mobile devices.

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