Browse how-to guides for all 82 modules — the same docs your team uses inside the app. Each guide has its own page with step-by-step instructions and a screenshot. Covers operations, fleet & drivers, finance, the driver portal, the freight load board, and the public Motor Carrier List directory.
Your operational command center. It gives you a live snapshot of active loads, available drivers, vehicles on the road, and revenue collected — plus trend charts, a live driver-tracking panel, and a recent-loads feed.
Read guideThe Load board is where you create, assign, and track every shipment. It supports three views — table, Kanban board, and calendar — plus search and filters for status and date, and one-click load templates for recurring lanes.
Read guideA real-time map of every driver with a GPS position. Markers show each driver’s location and status, with status cards beside the map for a quick read on who is on duty, off duty, or available.
Read guideA side-by-side calendar view of upcoming load pickups/deliveries and vehicle maintenance, so you can plan capacity and avoid scheduling conflicts at a glance.
Read guideA central document library for billing, compliance, contracts, maintenance records, driver files, customer agreements, insurance, and permits — with visibility and tagging controls.
Read guideA unified freight marketplace that merges your internal TMSDASH load board with external provider search in one ranked list. Filter by US census region (Northeast, Midwest, South, West), equipment, state, and pickup date. Three tabs — Find Freight, My Postings, and Connections — cover searching and booking freight, managing your own postings and awarded bookings, and linking external load-board accounts. Available to both CarrierTMS and BrokerTMS editions, plus a load-board-only tier for members who just want the marketplace.
Read guideTrack every compliance obligation in one place — HOS, drug & alcohol, medical cards, DOT consortium, CDL renewals, DOT inspections, hazmat, and IFTA. Items can be scoped to a driver, vehicle, or the whole carrier, with due dates, reminder lead times, document uploads, automatic status and reminder digests, and a full audit log of every change. (CarrierTMS only.)
Read guideSchedule and track vehicle service work — oil changes, tires, brakes, engine, inspections, and repairs — with priority, status, vendor, cost, and odometer, a parts inventory tab, and mileage-based maintenance alerts that flag vehicles past their service interval.
Read guideLog fuel purchases and trip expenses, link them to loads and vehicles, and review spend summaries. Pulls in driver-submitted fuel entries alongside office-logged spend.
Read guideTrack quarterly IFTA miles and fuel by jurisdiction and vehicle, with tax-rate management and quarterly summary reports for filing. IFTA Tracking now lives as a tab inside Fuel & IFTA. (CarrierTMS only.)
Read guideA per-driver daily activity log — completed loads, idle hours, check-in counts, and first/last check-in timestamps — built from driver check-ins for the selected date. Now a tab inside Drivers. (CarrierTMS only.)
Read guideA hub for managing carrier relationships and distributing freight, available to both carrier and broker workspaces. Maintain your approved carrier vendors with pay terms and portal access, browse the full FMCSA Motor Carrier List to find new partners — with live FMCSA carrier, docket, and operating-authority data one toggle away — and tender loads out on a drag-and-drop Kanban board that routes through your existing load-tender actions.
Read guideTrack what you owe your carriers. Payables are generated automatically when a brokered load is delivered, with pay terms, status, and reconciliation. (BrokerTMS only.)
Read guideA shared office task board for the whole carrier workspace. Create tasks, assign them to teammates, set due dates and priorities, pin what matters most, and drag work across a Kanban board — with in-app notifications when a task is assigned to you and daily reminders as due dates approach.
Read guideA per-driver Drug & Alcohol compliance portal. Record test requirements and results, consortium and random-pool enrollment, and each driver's full compliance file — policy acknowledgements, consent forms, evaluations, return-to-duty agreements, and follow-up plans. Staff enter every record manually, so compliance states reflect exactly what you have on file, and a daily sweep alerts your team when a required test is due or overdue. Carriers can also enroll in the full Drug & Alcohol compliance program — $249.99/year covers consortium enrollment, an enrollment certificate for each driver, a sample drug & alcohol policy, and all required queries, with unlimited drivers; each test is then $89 when charged.
Read guideA centralized messaging hub for every conversation across your operation — load-scoped threads and direct messages to drivers, staff, customers, and carrier vendors — with live delivery and unread counts.
Read guideA shared, message-style notes thread on every load. Drivers, dispatchers, brokers, and shippers all post into the same conversation right from their own view — the driver sees it in the driver portal load detail, and dispatch/broker see it on the in-app Load Detail page. Each note is labeled with the author name and role (Driver, Dispatch, Broker, Shipper, Customer), with your own notes right-aligned like a chat thread.
Read guideThe driver-side messaging view. Drivers chat with dispatch and office staff inside load threads or direct messages, with unread badges in the bottom navigation.
Read guideFull-TMS members can message any carrier directly from the FMCSA Motor Carrier List directory or the in-app Carrier Directory. A compose modal opens with the carrier's details pre-filled; on send, the message is saved to the CRM timeline, the carrier is upserted as a CarrierVendor and Customer, and the message delivers via in-app, email, and SMS. Plan-gated to full-TMS editions.
Read guideOperational text messaging for your drivers, powered by Twilio. From any driver detail page, send load instructions, detention updates, or schedule changes straight to the driver's phone — every message is logged with live delivery status, and replies with STOP are honored automatically. Sender setup is validated against Twilio before saving.
Read guideManage every vehicle in your fleet — tractors, trailers, box trucks, vans, flatbeds, and reefers. Track unit numbers, capacity, mileage, fuel level, MPG, and maintenance schedules, with grid and maintenance-calendar views.
Read guideManage your driver roster — contact details, CDL license class and number, hire date, status, assigned vehicle, current load, and live GPS location.
Read guideCompares monthly vehicle maintenance expenses against revenue so you can see which units are costing more than they earn and plan replacements or service schedules. Now a tab inside Maintenance.
Read guidePer-load profitability analysis that weighs load revenue against fuel and logged expenses, so you can see which lanes and customers are actually making money.
Read guideCalculates payroll earnings per driver from completed loads. Each driver can carry a default pay method (percent, per-mile, hourly, or flat) and rate set on their record, and individual loads can override it. You can also set a global method and rate for the report, with date-range filtering and PDF export. Now a tab inside Drivers.
Read guideRanks drivers by revenue generated from delivered loads, with performance metrics to help you reward top performers and coach underperformers. Now a tab inside Drivers.
Read guideA fleet reporting dashboard that analyzes completed loads, estimated fuel usage, and logged per-load profitability, with summary metrics, charts, and detailed tables.
Read guideA five-tab billing workspace — List, Recurring, Statements, Credit Notes, and Insights. Create invoices tied to loads and customers with itemized line items, attach supporting documents, send and record payments, and run bulk actions. Manage the billing lifecycle from draft to paid, accept Stripe checkout payments, and push invoice data to Google Sheets.
Read guideAutomate repeat billing with recurring invoice profiles. Define a customer, line items, tax, and a weekly, monthly, or quarterly cadence, and TMSDASH generates and sends a fresh invoice on each scheduled date. Profiles can be paused, resumed, or ended, and a daily workflow advances each profile's next generation date automatically.
Read guideIssue credit notes and refunds against invoices. A credit reduces an outstanding balance; a refund returns money on a paid invoice. TMSDASH recomputes the invoice's paid amount, balance due, and status automatically, and every adjustment is recorded in a Credit Notes tab for audit.
Read guideReview accounts receivable aging and print customer statements. Outstanding balances are bucketed into aging buckets (Current, 1–30, 31–60, 61–90, 90+ days) with totals and a distribution chart, and a per-customer statement lists every outstanding invoice with overdue days and a print-ready layout for collections.
Read guideBilling analytics that turn your invoice history into collection performance. Filter by time range (7d, 30d, 90d, YTD) and visualize billing activity, payment velocity, overdue rate, outstanding balances by status, and the customers carrying the most receivables.
Read guideView and manage your TMSDASH subscription plan — Starter, Professional, Enterprise, Load Board, Owner-Operator, Shipper TMS, or Driver TMS — with monthly or annual billing and seat counts.
Read guideCompany overhead and reimbursable staff spend in one place. Log office expenses and driver/employee reimbursements, route them through approval, and link them to loads and vehicles.
Read guideSubmit invoices to a factoring provider and track the full lifecycle — submitted, approved, funded, or rejected. TMSDASH supports eCapital, LoadConnex, TBS, and Loves behind a unified provider layer, and reconciles advance amounts, factoring fees, and reserves against each invoice. (CarrierTMS and BrokerTMS.)
Read guideConnect TMSDASH to your own QuickBooks Online company. Push customer invoices and carrier payables to your books with one click, and a scheduled sync brings payment statuses recorded in QuickBooks back into TMSDASH — so your TMS and your accountant stay in agreement without double entry. CSV export remains available for offline bookkeeping.
Read guideYour CRM for shippers, brokers, and carriers. Track company contacts, credit limits, and account status, and keep notes on each customer relationship.
Read guideManage your internal team — dispatchers, managers, accountants, mechanics, and safety officers — with roles, departments, hire dates, salaries, and status.
Read guideManage your carrier workspace identity — company name, DOT/MC, contact, and a custom logo that replaces the default TMSDASH mark across the sidebar, header, and generated invoices. Personalize the dashboard look from the Preferences section, where you can preview and apply a dashboard template, density, and light or dark mode.
Read guideThe driver-facing home screen. Drivers sign in (company email/password or contractor PIN) and see their assigned loads, current status, and quick actions for documents, inspections, and fuel logging.
Read guideThe detail view for a single assigned load. Drivers update load status (dispatched → in transit → delivered), add driver notes, and upload BOL/POD documents.
Read guideDrivers upload BOL, POD, and manifest files against their loads, with camera/file upload, categorization, notes, and a lightbox preview.
Read guideDrivers complete pre-trip and post-trip DVIR inspections, record defects and odometer, sign with a signature pad, and flag vehicles for maintenance when a defect is found.
Read guideDrivers log fuel purchases and trip expenses (tolls, meals, maintenance, other), link them to loads, upload receipts, and see running spend totals.
Read guideDrivers view and edit their profile — contact details, license class and number, and status — and review their account information.
Read guideAn in-app AI assistant that answers operational questions and takes real actions across your TMSDASH data — loads, drivers, customers, invoices, maintenance, compliance, fuel, documents, and marketplace postings — right from a slide-out panel. It runs a bounded tool-calling loop: reading live data, then creating or updating records as you ask, with every write ownership-verified against your workspace and every tool result sanitized before it re-enters the model.
Read guideAn external portal where your brokered carriers view and claim loads. Carriers sign in with an account, a share link, or an MC+PIN — no TMSDASH seat required.
Read guideSend documents out for legally-binding e-signatures. Place signature, initial, and date fields on any PDF, route to recipients in order, and track status through viewed → signed.
Read guideTamper-evident record-keeping on the Base blockchain. Every new BOL, DVIR, invoice, signed document, and uploaded file gets a SHA-256 fingerprint anchored on-chain automatically, and a daily driver-GPS integrity commitment hashes each carrier's GPS activity once per morning. Only hashes go on-chain — document files, GPS coordinates, payments, and customer data always stay in TMSDASH private storage. The anchoring page tracks every anchor with verification, transaction tracking, and a testnet-to-mainnet network switch.
Read guideThird-party load tracking on brokered freight. When you connect your Macropoint account, a live tracking status feed from the broker marketplace is surfaced right on each load detail page alongside the in-app GPS map.
Read guideDocuSign as an optional legal e-signature provider. When the DocuSign connector is authorized for your workspace, the Send for Signature modal lets you choose between in-app signing (the default) and DocuSign for legal e-signatures — the existing in-app flow stays the default until you connect.
Read guideBring your own AI key and TMS.BOT runs inference and tool actions on it — cutting platform AI credit use without losing any capability. Choose OpenAI, Anthropic (Claude), Google Gemini, Hugging Face, or xAI, optionally pin a specific model, and a "via <provider>" badge in the TMS.BOT panel shows the active routing. Every provider supports the full tool-calling loop — TMS.BOT can list, create, and update your loads, drivers, fleet, invoices, compliance, and marketplace postings through your own key. Until you add one, TMS.BOT keeps running on the platform AI integration.
Read guideEarn recurring commission by referring carriers and brokers to TMSDASH. Apply to the program, receive a unique referral code, and track signups, accrued commissions, and Stripe Connect payouts from a dedicated partner dashboard.
Read guideA public, SEO-optimized directory of every FMCSA-registered trucking carrier, broker, and freight forwarder in the United States — built from the official FMCSA census (~2.1M records) and searchable by name, state, cargo, and operating status. Each carrier has a detail page with fleet size, contact info, cargo, authority status, ratings, and listing-claim tools. No login required.
Read guideConnect your Motive ELD/telematics account to auto-sync driver HOS duty status and GPS positions, plus vehicle odometer readings, into TMSDASH each day. Drivers and vehicles are matched by email/name and unit number, duty changes are logged to the driver duty log, and a sync-status badge inside the Motive integration card shows the last successful run and any errors — so you always know the sync is healthy. No-ops cleanly until you add your Motive API key and optional company ID in Settings → Integrations.
Read guideA unified developer portal for external integrators and internal members. Browse an interactive OpenAPI reference where every endpoint expands to show its field schema and runs a live read-only request against your carrier data, follow step-by-step partner guides for Motive, QuickBooks, EFS, Macropoint, Google Sheets, and Stripe, and manage your webhook endpoints from a gated member area — all alongside App MCP for ChatGPT, Claude, and Cursor. Carrier-scoped Row-Level Security is enforced on every request.
Read guideA cross-workspace marketplace where carriers and brokers discover open shipper RFQs and submit quotes. Each quote is tagged with the provider's TMSDASH workspace (Linked Carrier or Linked Broker) and enriched with their FMCSA safety grade and rating, so shippers can vet and award with confidence. Available as a dedicated page and as an "Open RFQs" tab inside the Load Board. (CarrierTMS and BrokerTMS only.)
Read guideAI scores every carrier 0–100 across safety, reliability, fraud, and theft dimensions, then rolls up to an overall risk level (low, moderate, high, critical). A daily sweep detects double-brokering signals and surfaces theft incidents, so the Motor Carrier List detail page and the broker Carrier Directory show a transparent risk breakdown before you tender. (Public on the directory; deeper breakdown for linked accounts.)
Read guideLet customers pay invoices by ACH bank transfer via Plaid. A secure Plaid Link flow verifies the customer's bank, then TMSDASH initiates a direct debit against the outstanding balance — a low-fee alternative to card payments for larger fleet invoices. (CarrierTMS and BrokerTMS.)
Read guideOne page to control every background workflow in your workspace. The Automation page lists every operational automation grouped by domain — Shipper Automation, Dispatch & Loads, Compliance, Finance, Fleet & Fuel, Notifications, and Platform — each with an on/off Switch. Turn a workflow off and its scheduled function skips your workspace; turn it back on and it resumes. Platform-infra workflows (FMCSA census, sitemap, directory enrichment, trial expiry) are system-managed and always run. Every edition gets the page in the sidebar System group.
Read guideA public equipment marketplace where carriers, dealers, and private sellers list tractors, trailers, box trucks, vans, flatbeds, and reefers for sale. Browse by type, make, year, condition, and location; each listing features category-matched photos and a lead-form inquiry that routes straight to the seller. Open to all — no login required to browse.
Read guideManage your equipment listings and inbound buyer inquiries. Create a listing with photos, specs, price, and condition, review inquiries from interested buyers, and update your listing status — all from one dashboard.
Read guideA standalone FMCSA BOC-3 filing service — no TMSDASH subscription needed. Pay the one-time $79.99 filing fee, enter your USDOT number, and the live FMCSA register prefills and verifies your company details before you confirm. Choose coverage across all 48 contiguous states or just the ones you operate in, then track your filing from submission to confirmation with status emails and a shareable filing-summary PDF.
Read guideAudit preparation without the panic. The Audit Kit walks you through building an FMCSA/DOT-ready compliance binder: upload and organize driver qualification files, maintenance records, and compliance documents into structured tabs, verify your BOC-3 status, and export the whole binder as a clean, numbered PDF for the auditor.
Read guideThe operational command center for shippers. It surfaces shipment performance, open RFQ counts, dock-appointment throughput, and inventory reorder alerts — so a shipper sees outbound health, pending carrier awards, and warehouse readiness in one glance. (ShipperTMS only.)
Read guideA focused outbound overview for shippers. Track ready-to-ship orders, pending pickups, and in-transit shipments, and spot bottlenecks before they delay a customer. (ShipperTMS only.)
Read guideA live view of warehouse health for shippers. Inventory levels, dock-appointment throughput, pick/pack backlogs, and reorder alerts roll up across every warehouse and zone so you can balance labor and capacity. (ShipperTMS only.)
Read guideCreate and track every outbound shipment — from tender through scheduled, in-transit, and delivered. Filter by status, link a provider, and watch awarded RFQ shipments bridge into a carrier's Load automatically with reverse status sync. (ShipperTMS only.)
Read guideGenerate a bill of lading from any shipment with AI-assisted field extraction. Pulls commodity, weight, pallet and piece counts, and parties into a clean, printable BOL PDF ready for the carrier. (ShipperTMS only.)
Read guidePost freight requests for quote and collect bids from TMSDASH carriers and brokers. Each quote shows the provider's safety grade, rating, and account type (Linked Carrier, Linked Broker, or External) so you can award with confidence. Awarding a quote auto-generates a dispatchable Load in the winning provider's workspace and links it back to your Shipment. (ShipperTMS only.)
Read guideGenerate and print pallet labels for outbound shipments. Encode GS1-128 / SSCC barcodes, track pieces per pallet, and print compliant labels ready for the dock. (ShipperTMS only.)
Read guideTrack electronic data interchange (EDI) messages for your freight. EDI 204 load tenders and EDI 214 status updates flow in and out, an automated ASN fires on shipment events, and every transaction is logged for audit. (ShipperTMS only.)
Read guideManage warehouse fulfillment tasks for outbound orders. Assign pickers, track pack progress, and link completed pick/pack tasks to the shipment and dock appointment so the dock knows what's ready to load. (ShipperTMS only.)
Read guideManage inventory items, stock bins, and zones across every warehouse. Track quantity on hand, reorder levels, and per-bin location so pickers and reorder alerts stay accurate. (ShipperTMS only.)
Read guideManage inbound receiving. Schedule dock appointments, receive against advance ship notices (ASNs), and put away stock into the right bins and zones. (ShipperTMS only.)
Read guideTrack trailers and yard spots. Assign trailers to yard spots, monitor door status, and coordinate dock moves for inbound and outbound freight so the yard never bottlenecks the dock. (ShipperTMS only.)
Read guideThe bridge that connects a shipper's RFQ to a carrier or broker's dispatch board. When a shipper awards a quote, a dispatchable Load is automatically created in the winning provider's TMSDASH workspace — assigned if the provider is a linked carrier, at "new" status for a broker, or tendered via the Carrier Portal for an external carrier. The Load is cross-linked to the shipper's Shipment so both sides track the same freight. (ShipperTMS + CarrierTMS/BrokerTMS.)
Read guideThe reverse side of the RFQ bridge. When a carrier Load that was created from an awarded RFQ changes status, the linked shipper Shipment mirrors the change automatically — tender → in_transit → delivered — with actual pickup and delivery timestamps set. An in-app notification and an email alert fire to the shipper (gated by their operational-email "loads" preference). An entity-trigger workflow runs the sync on every create/update of a bridged Load, and the function is idempotent so non-bridged Loads and no-change updates cost nothing. (ShipperTMS + CarrierTMS/BrokerTMS.)
Read guideCustomer orders flow into ShipperTMS from three ingress paths — EDI 204 tenders, email/PDF inbox scanning, and manual entry — and move across an Open → Released → In Progress → Delivered → Closed Kanban. Releasing an order creates a tender shipment instantly, and an Order Auto-Release workflow turns incoming EDI/email tenders into shipments with no manual step. (ShipperTMS only.)
Read guideAudit and pay carrier freight bills with a three-way match — rate con ↔ BOL ↔ POD. Each freight bill is reconciled against the contracted rate, shipment weight, and pickup/delivery dates; variances and discrepancies are flagged for review before approval. A Freight Bill Reconcile workflow runs the match automatically on new bills, and you can re-run reconciliation on any bill manually. (ShipperTMS only.)
Read guideContinuous visibility on every in-transit shipment. An hourly sync backfills missing milestone events (tendered, accepted, dispatched, picked up, in transit, delivered), records GPS pings from telematics, and flags shipments with a 4-hour+ tracking gap as a visibility-gap alert. Each shipment has a tracking timeline that stitches milestones, GPS events, and gap alerts into one chronological feed. (ShipperTMS only.)
Read guideCarrier performance scorecards that roll up shipment history into an A–F grade per carrier and lane. Track on-time pickup and delivery percentages, tender accept rate, claims count and ratio, accessorial frequency, average cost variance, and an FMCSA safety grade — so you can award freight to your best carriers and coach the rest. (ShipperTMS only.)
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