Setup Wizard for Carriers in Truckwin TMS

Are you a broker? Use this setup wizard here.

Once you have completed the below steps, you can start entering trips into the system. 🙌

1. Enter your company info

Here you will enter your basic company information: address, contact, federal ID, DOT, and MC numbers.

2. Setup trip numbering

Here you will specify if you want automatic trip numbering and what format.

3. Setup freight billing

Here you will setup your Freight Billing module with Payment address and invoice numbering.

4. Enter customers

Here you will enter the Customer List. This will consist of billing, origin, and destination customers.

5. Enter drivers (W-2)

Here is where you will enter your company drivers that will get a W-2.

6. Enter owner/operators (1099)

Here you will enter owner operators or anyone getting a 1099.

9. Enter company employees

Here you will enter employees who will be paid via Payroll with W-2’s.

10. Enter vendors

Here is where you will enter your vendors to pay general expenses.