If you will not be utilizing or connecting to a QuickBooks Online account, by default, you will be using Truckbase services when entering rate information for an order and when sending out invoices. Here is how to manage your services.
Predefined Services
When building an Order, in the Rate Information section, you can select from predefined services set up as defaults for you. These include:
Line Haul Flat Rate
Fuel Surcharge
Detention
Lumper Fee
TONU Fee
Adding New Services
There are two ways to add new services in Truckbase:
1. From Order Creation
Create a New Service
In the Rate Information section of the order form, click on Show Advanced Rates
Click on the Service dropdown menu and select + New Service, this will open the New Service modal
Enter the name of the new service, the unit type, and the rate (optional)
Click Create to add the new service to your services table
2. From the Services Table
Navigate to Services
From the side navigation menu, click on Invoices and then select the Services tab
Create a New Service
Click the + New Service button at the header of the Services tab, this will open the New Service modal
Managing Services from Invoices Table
To manage your list of services, follow these steps:
Navigate to Services
From the side navigation menu, click on Invoices and then select the Services tab
You will see a table of all existing services
Disable or Edit a Service
To disable a service you no longer use, identify the service row in the table, click on the three dots menu, and select Disable
Disable or Edit a Service
To edit a service, click on the three dots menu and select Edit, this will open the Edit Service modal where you can adjust the service details
Any updates made will apply to new orders created using this service
