We are excited to announce several major updates to Truckbase. These changes include some updates to dispatch pages, enhancements to existing functionality, and new features.
New Menu: Orders vs. Trips/Dispatch (3-minute demo)
We have transitioned from a single “load” view to a split view of “orders” & “trips”. This means:
From the side navigation menu, you will now see a new option called Orders. This section is more customer-facing, where your team can manage accepted orders and handle invoicing.
The Dispatch section now focuses on trip-related information. It includes everything operations-based and what your team and drivers are working on.
All actions on a given order/trip can still be managed by clicking on a trip vs. an order. However, the default views for “Orders” are better for billing, and the default views of “Trips” are better for dispatch.
Note: EDI and Customer Portal orders are accepted via the “Orders” page.
New Load + Order Entry Page (2-minute demo)
When you click the + New Load button, the new order form has been restructured to now have customer information at the top, in the Order Information section.
The route information section now allows you to rearrange stops by dragging and dropping.
After splitting a trip, a Merge All Trips button allows you to revert back to a single trip.
Other Enhancements
Uncovered Trips & Quick Dispatch (1-minute demo)
Each trip within a split load now has its own card in the Active Trips view and its own row in the All Trips table for better tracking.
The Uncovered tab is a new sub-tab under All Trips that lists all trips that have not yet been assigned a driver or carrier, helping dispatchers identify which trips need action.
From the Uncovered and All Trips tabs, you can now quickly assign or change a driver, carrier, truck, or trailer directly from the table with the quick dispatch pop-up, without needing to go into the edit order flow.
With these changes, we’ve made the “All Trips” table the default view for Dispatch. However, the card-based Active Trips view is still access.
Overlay page (3-minute demo)
The load overlay (half page summary view) now has separate tabs for order details and trip details.
You now can manage specific stop and trip-level status updates on the Trip tab, and the Order status gets updated automatically based on the trip.
You can quickly update an Order status to “Delivered” on the Order details tab by clicking Mark as delivered.
We increased the photo limit, you can now upload up to 10 photos instead of 5, providing more flexibility for drivers who need to upload multiple images.
Combining photos & attachments (3-minute demo)
Based on feedback from drivers, we’ve combined the “Photos” section on loads with the “Attachments” section. Previously, photos were used for submitting pictures along with document scans (e.g., for any damage on a shipment).
Now, the same option can be used for images or PDF scans.
Invoice improvements (3-minute demo)
In the Order details tab, you can now create invoices directly from the Generate Documents section without having to go to the three dots menu.
You can now revert a mistakenly marked paid invoice to unpaid from the invoices table.
Order status and Invoice status are now separated, allowing for more flexibility in managing orders and invoices independently. You can now filter for Order status and Invoice status independently on the Orders table.
Settlement improvements + Draft Settlements (2-minute demo)
You can now save a draft for a driver settlement. If you leave the settlement builder and revisit the settlements page, the draft is saved and not cleared out.
A settlement can now only be marked as paid after its status has been updated to "Draft", meaning it has been properly reviewed and saved.
New App Setting for Customer Visibility into Timestamps
Display actual in and out times for customers is a new app setting that lets you display actual in and out times to customers when they get notifications or when they access their customer portal.
Revamped Dashboard & Report pages (3-min demo)
Significant enhancements have been made to the dashboard and reports pages. Check them out for performance and profit and loss data at the company, division, driver, truck, trailer, and dispatcher levels.
Note: These reports will be released gradually over the next week.
Fuel, Maintenance, and Other Expenses
The Fuel, Maintenance, and Other Expenses pages are now enabled for all Truckbase users. While these pages are still in beta, they are now accessible to all users so our team can continue to collect feedback and improve these features.
New Features
Driver & Equipment Profiles Beta (2-minute demo)
Clicking on any row now the Drivers or Equipment tables opens a profile where you can edit driver/equipment information.
Docs & Expirations is a sub-tab within the driver profile that allows you to track expiration dates on a preset list of required documentation.
Note: This is an initial Beta version of this feature, with future updates planned to include uploading attachments, dispatch warnings, and adding customized documents.
Factoring integrations (2-minute demo)
We now support factoring integration with RTS and Apex Capital. Setup requires requesting your credentials from RTS/Apex, and sending an email to support@truckbase.com.
We are adding more factoring integrations in the coming months, so please reach out if you have other factoring companies you’d like to integrate with.
Knowledge Base and Support
The support widget now includes a knowledge base to help you find answers to frequently asked questions quickly. Use the Intercom widget at the bottom of the screen to search for answers.
Contact Support
For any questions or assistance, please reach out to us at support@truckbase.com.
Thank you for being a valued Truckbase customer. We hope these updates enhance your experience.