Load No. and A/R Notes
I love Trucking Office. There are just three things, at least for me, that I think would make it perfect. First, brokers and direct clients assign their own unique Load numbers. In TO, the Load number is automatically populated. I think that field should be relabeled as Trip # and then provide a new field to enter the client's load number. At the moment, I have to create an invoice, PDF it, clear out the populated load number and enter the client's load number.
2) Notes field for paid invoices. I love the feature of marking an invoice paid, but having a notes field would also be super beneficial for a/r purposes. It would allow me to enter the payment type, any applicable notes and a check number.
3) Dispatching via TO. This is truly a nice to have feature, but I realize can be costly. It would be great if the dispatch details could be sent to the driver via SMS or email.
Thank you for your time.
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Is there anyway to edit the dispatch number to start at 00001 so the dispatch and the invoice number match?
In the unit drop down box can 001 be removed for the trailer? The truck is 001 and the trailer is 1001.
We are in the process of purchasing a trailer, is there somewhere I can put the invoice in so we can keep up with the payments? We are making 5 monthly installments. Thanks for your time. Enjoying the program so far.
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