1. Expense types (Video)
Other expenses now have a grouping by expense type. And expense types can be customized and/or deactivated in Expenses > Expense types.
Additionally, this functionality now has the capabilities as follows:
Setting GL codes by expense type
Importing expenses by type and assigning those expenses to orders/trips
Expenses can be assigned directly to orders without setting it to a trip.
Additional fields were added to expenses to allow for vendor and/or state/province tracking.
💡Tip: If you have an expense tracking spreadsheet, try setting up your expense types to match your expenses, adding the Truckbase order/trip number to your spreadsheet, then importing the expenses to Truckbase. Now you'll have a rich view of order-level profitability (see below!).
2. Order and quote profitability (Video)
Order-level expenses and quote-level estimated expenses now allow you to track load-level profitability in new ways to quickly see planned vs. billed margins.
Expenses can now be added to an order while building or editing an order. Estimated expenses can be added to a quote while building/editing a quote.
Customizing the Orders or Quotes tables can quick show you:
Actual revenue
Actual costs
Actual margin
Quoted/planned revenue
Quoted/planned costs
Quoted/planned margins
You can also see margin estimates while building orders or quotes.
💡Tip: If you have historical expenses associated with loads in Truckbase or in a spreadsheet, try importing your history so you can quickly search for loads by commodity dimension or lane to compare load-level historical margins (e.g., what is the margin on all my loads over 14.5 ft tall).
We're actively adding additional features (including some data integrations) to support order and quote profitability tracking. Please reach out to support@truckbase.com if you would like to set up a dedicated training on these enhanced capabilities.
3. Equipment configurations (Video)
When removing oversize/overweight brake, you often need to manage multiple trailers in one configuration and/or the combined equipment configuration for the truck and the trailer.
Our new Equipment Configuration setting allows you to save preset combinations of trucks and multiple trailers (e.g., 9-axle combination with a steerable dolly). Each configuration allows you to store axle spacings, axle widths, and tire sizes to assist with planning and permit ordering.
To activate this feature, go to App settings > Organization > Equipment configurations. You will then have a new option on your equipment page for Equipment Configurations to set up these configurations.
💡Tip: Managing your trailer combination as separate pieces allows you to dispatch and plan equipment more reliably, as you can manage conflicts for each piece of equipment (e.g., a booster that's not in use vs. trailer + jeep that are in use).
4. Quick edit improvements (Video)
We've made multiple improvements to quickly editing fields on tables, calendar, or while creating/editing loads:
Trips tables - Pickup/Delivery location/dates/times, Tags, Trip Notes, Brokerage Status, Payable Amount
Tags - Adding tags while/before creating an order
Calendar - Quickly edit dates and times and assignments from the calendar, the trip pop-up
5. Monthly and one-day calendar views (Video)
The dispatch calendar now has options for one day and monthly calendar views. The total options are as follows:
One day
Two days
Week
Month
The new daily view is particularly helpful for high-frequency moves in the same-day/next-day planning. The monthly view is particularly helpful for planning out complex moves that require particular pieces of equipment to evaluate availability and location (e.g., trailers by month).
6. Brokerage rate confirmation improvements
We've made multiple improvements to Truckbase's brokerage capabilities, including:
Multi-item payable amounts on brokered trips - Payable amounts on Broker Loads now have multiple line items so you can itemize linehaul rates, fuel surcharges, etc. for visibility to third-party carriers.
Rate confirmation customization - you can now add/modify the visible fields on rate confirmations generated by Truckbase (e.g., for dispatcher, sales rep, trailer, etc.). These settings can be configured by going to App settings > Documents > Rate confirmation.
We have additional enhancements to our brokerage module coming out over the next few updates, including improvements to how you can send rate confirmations to carriers. If you have questions and/or requests about our brokerage module, please reach out to support@truckbase.com. We'd love to hear from you!
7. Driver input options (Video)
We've added two new options for drivers to set/input fields on the dispatch.
Input BOL / ticket numbers - Order reference numbers (e.g., BOL, ticket, scale nuber) can be edited by drivers based on an app setting. To enable this, please go to App Settings > Order Info > Field > Driver Editable.
Option for drivers to enter single-use trailer numbers - If you have this setting enabled to allow drivers to set equipment on trips, they will now be able to enter single-use trailers or your equipment.
💡Tip: If you haul bulk commodities, a brokerage, or EDI where trailer numbers are important for your customer, then check out these driver input options
8. Driver performance comments (Video)
Driver profiles now have a timestamped comment thread for tracking performance notes over time (e.g., when a driver goes above and beyond, when there's a corrective conversation, or other HR/performance issues that require time-stamped records). To access, go to the Driver Profile > Comments.
9. Customize invoice email template (Video)
Admins can now customize your invoice email template and remove the standard greeting or standard sign off. if you wish to add this customization, you may want to add a separate greeting or sign-off in the email body/template.
These settings are configured by Division, so if you wish to customize this, go to App settings > Invoicing and Accounting > Division > Invoice Email template.
10. Transaction fees on EFS cards
Transaction fees will now be pulled into Truckbase automatically from EFS fuel transactions.