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Truckbase Driver Training

Everything drivers need to know about Truckbase

Updated over a year ago

Table of Contents

Driver Training Overview

  • Watch this five-minute tutorial for an overview about how Truckbase works

    • If you want more detailed information, continue reading the article and watching the videos below.

How to download and log in to the Truckbase app (on iOS or Android)

Create your Truckbase login

  • Your dispatcher will send you an email invite to Truckbase.

    • If you haven’t received the invite, first check your spam folder.

    • If you still don’t see it, ask your dispatcher to re-send the invite.

  • Open the email, click the sign-up link, and create your password.

  • Congrats! Now you can log in to the Truckbase app with your email and password.

Go to your device’s app Store

Find the app

  • Search for “Truckbase” in the app store.

Download the app

  • Click GET on iPhone or Install on Android to download the Truckbase app.

Open the app

  • Once the download has finished, click Open to launch the app.

Log in

  • Enter your email and password to sign in to your account.

How driver dispatch texts work (using Truckbase without the app)

  • As a driver you won’t need to dispatch loads, but here’s context about how a dispatcher sends you a load

  • After creating a load, the dispatcher is prompted to send a dispatch text to the driver assigned to the trip

    • After the dispatcher clicks Share, the driver will receive a dispatch text with load info.

  • Alternatively, dispatchers can click the three dots on a load ፧, click Send to driver, and then click Share to send the dispatch text.

  • The driver receives a text (or an email) with load information.

  • Drivers click the link to see the load info.

How to view all your loads at once in the driver app

  • Download the App

    • If you haven’t already, download the Truckbase app from your device's app store.

  • Ensure you're logged in

    • Make sure you are logged in to the Truckbase driver app. If you do not have login credentials, ask your dispatcher to provide you with a login.

  • Log In and View Loads

    • Once logged in, you will be able to view all your assigned loads.

Overview of a load dispatch in Truckbase

Key sections of a load dispatch

  • Trip overview

    • Get a summary of the entire trip, including the route and overall status.

  • Stops

    • View detailed information about each scheduled stop on the route.

  • Attachments

    • Access all relevant documents attached to the dispatch, such as BOLs, PODs, and other files.

  • Trip notes

    • Check notes with additional details about the load.

  • Equipment

    • See the truck and trailer assigned to the load.

  • Order Details

    • View specific billing related details about the order.

    • Order Status

      • This shows the progress of the load (e.g., In Transit or Delivered)

    • Customer Order Number and Order Number

      • The customer order number is typically the PO or PRO number

      • The order number is an internal Truckbase ID

    • Order Notes

      • Additional instructions for the order usually used for billing purposes

Understanding dispatch statuses

  • Dispatched

    • The load has been assigned to a driver and is ready for departure.

  • In Transit

    • The load is currently being transported.

  • Delivered

    • The load has been delivered to the final stop of the trip.

How to navigate to a stop

  • Open the Truckbase app and go to the trip page to view your route.

  • Click on the address listed for your stop to open directions in Google Maps.

    • You can follow the directions provided by Google Maps to reach your stop.

  • Once you're on the move, remember to update the status of the stop.

    • For instance, when you arrive at the pickup, you’ll click the Mark as arrived to stop 1 button

How to update the status of stops

Marking stops

  • Mark as En Route

    • Click Mark as en route to ‘Stop 1’ to indicate you are on your way to the stop.

  • Mark as Arrived

    • Once at the location, click Mark as arrived to ‘Stop 1’ to show you have arrived.

  • Mark as Completed

  • After completing the tasks at the stop, click Mark ‘Stop 1’ as completed to finish the stop.

  • Repeat these steps for subsequent stops.

    (Video: Signed in to Truckbase app)

(Video: Not signed in to Truckbase app)

How to upload documents (e.g., BOLs, PODs, and photos)

Open Truckbase

  • You can access Truckbase through the dispatch link or by logging in to the app.

Start uploading docs

  • Click Upload Docs or Photos.

Choose upload method

  • Select Open Document Scanner to scan a document.

  • Alternatively, choose Upload Photos to add photos directly from your device.

Upload files

  • Upload your scans or photos.

Save the documents

  • After uploading, click Save Document to store the files in Truckbase.

Categorize the document

  • Select the document type, such as Bill of Lading, Lumper, or Proof of Delivery, to categorize the file appropriately.

How to upload multiple photos at once

Open Truckbase

  • You can access Truckbase through the dispatch link or by logging in to the app.

  • (If using the app, first pick a load)

Upload files

  • Click on Upload Docs or Photos to start the upload process.

  • Click ‘Upload photos

  • Click Photo Library or Choose Files.

  • Select all the photos you’d like to upload.

  • Click add in your photo library, or Open in your files folder, to start uploading your photos or files to Truckbase.

How to upload multiple scans at once

Open Truckbase

  • You can access Truckbase through the dispatch link or by logging in to the app.

  • (If using the app, pick a load)

Upload files

  • Click on Upload Docs or Photos to start the upload process.

Use the Document Scanner

  • Click Open Document Scanner to begin scanning documents.

Start Multi-Page Upload

  • Select Multi Page to upload multiple photos or scanned pages at once.

Upload Your Files

  • Upload scans or photos of all the required pages.

Finish the Upload

Click Save to store the uploaded photos in Truckbase.

How to view documents and photos

  • Open Truckbase

    • You can access Truckbase through the dispatch link or by logging in to the app.

    • (If using the app, pick a load)

  • Access attachments

    • Click on Attachments to see all linked documents and photos.

  • View specific files

    • Click on the document or photo you want to view.

How to add notes for the dispatch team

  • Open Truckbase

    • You can access Truckbase through the dispatch link or by logging in to the app.

  • (If using the app, pick a load)

  • Click on the notes tab

  • Add a note

    • Leave a message for the dispatch team.

    • For instance, you might want to let the team know that you had two hours of detention time at stop, so the billing team can charge the customer later.

How to add stop signatures

If your business requires stop signatures separate from the BOLs or PODs that you upload, here’s how you add them.

  • Go the trip page

  • At each stop on the route, click Add Signature.

  • A window will pop up asking for the signature.

  • Ask the point of contact at the stop (e.g., a warehouse receiver or a site manager) to sign their name with their finger.

    • This signature verifies that the stop was completed per the BOL.

  • After getting the signature, click Submit to save it.

How to view signatures

  • To view a signature, click the signature icon next to a stop.

  • You’ll see the signature as well as the name of the person who signed with a timestamp.

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