🧑💻 Transport Creation & Scheduler
Tips for transport creation:
Need to place multiple trucks at a Logistic Point? Use the bulk duplication
Do your drivers create their own missions from the mobile app? Share with them the training article/video
Conducting transports in Rotations? Make sure to configure your transports correctly from the start (see below), by checking "Rounds/Rotations" in the "Goods" tab.
Your destination sends you a general goods order to be managed over multiple transports? Use the tracking files to monitor the execution of an order.
📑 Control and billing: Invoice from day 1 and improve your cash flow
Pre-billing Check:
Control Badges in completed transports allow you to quickly check your information (weight to verify, reservations, prices, documents...)
Automatic Reading of Weight Tickets: if a weight ticket has been added to your transport, Dashdoc will compare the ticket with the weight added by the driver. This will help avoid entry errors and ensure billing at the correct rate. You can highlight transports with discrepancies using the "weight to verify" badge:
Use the control help dropdown menu: select the desired transports and easily get information on the total, average price, quantities, type of goods...
Use the custom views to assist in your billing control. This allows you to verify in real time what remains to be verified and billed
A "M-1 to verify" view with the completed orders from last month
A "M-1 to bill" view with the verified orders from last month
Billing:
Create destination notes and associate labels to quickly access your destination specifics (notes visible on price and draft invoices).
Ex: Destination A to be billed by loaded/unloaded weight
Ex: Due date at 45 days
Create invoice templates to meet your destination's specific requests (references, weight, dates, goods...)
Easily share invoice documents with your clients. Merge your documents into a single PDF (invoices, weight ticket, photos...) to meet your clients' needs:
Create customized invoice exports:
Ex: Export tonnage verification (Invoice number, quantity, unit price, total)
Track your billing month in real-time with customized reports
View your current month, draft invoices, invoiced, paid, and the segmentation of your activity (billing products)
Create views to focus on your different activities
💼 Company Management:
📈 Reports:
Revenue:
To track your company's revenue, we suggest you check your Billing report which presents the most up-to-date figures on actual invoiced amounts.
If you want to see the invoiced and upcoming CH, you can refer to the "General" Report where you can play with the filters to set what makes the most sense for your analysis.
Time on site:
Easily identify time on site by destination to enhance your commercial discussions.
From the "Transports" menu, select the filter on time on site and enter the value beyond which you consider the time on site with your destination.
Feel free to refine the filter further by entering the name of your destination, for instance, or the name of the site that is causing issues.
You will simply need to export the data if desired.
🖥️ Features or Integrations
🔗 Quickly Connect to TrackDéchets
A connection between Dashdoc and TrackDéchets is available. You can find all the information here. Feel free to contact us if needed.
📡 Connect your Telematics to your Dashdoc TMS to retrieve the actual kilometers traveled per transport.
This allows you to bill accurately if you use distance as a billing variable.
To connect your Telematics, the procedure is explained in this help center article: How to connect your Telematics to Dashdoc 📅