Axis TMS Your Trucking Command Center

Transcription

1 Axis TMS Your Trucking Command Center Features Guide

2 2

3 Table of Contents Page 6 Page 7 Page 8 Page 9 Page 10 Page 11 Page 12 Page 13 Page 14 Page 15 Page 16 Page 17 Page 18 Page 19 Page 20 Settings Accounting, General, Insurance and User Settings Document Resource Center Your virtual filing cabinet for documents Driver, Truck, Trailer Profile & Compliance Setup your drivers, trucks, trailers, agreements, compensation, safety record history and more. Automated Previous Employer Verification Send previous employer verification by a click of a button. Automated Background Checks Build-in background checks. Employee Profile / Compensation Setup employee users and compensation for personnel. Auto Task Alerts System will automatically alert you to stay in compliance. Driver App Update Orders, Hook & Unhook Trailers, Requests, Tracking, Document Scanning & much more! Order Create Create orders in minutes! Confirmations auto faxed Auto fax your signed documents to customers. Assign or Offer Orders / Auto assign later Driver will receive a text message and push notification on orders. Shipment Monitor Active running orders with live updates. Copy Orders / Import Orders Make up to hundreds of order copies with one click of a button. Shipment Notes Send directly to your customer or company department. Auto text messages to drivers Text stop data, receive texts on dispatch, Receive order offer texts, Text map quotes. 3

4 Page 21 Page 22 Page 23 Page 24 Page 25 Page 26 Page 27 Page 28 Page 29 Page 30 Page 31 Page 32 Page 33 Page 34 Page 35 Page 36 Page 37 Completed Orders Pro Review completed orders before sending them out for billing. Document Inbox / Document Inbox settings Accept or Decline high quality documents from the driver app. Dispatch / Map Routing & Text Quotes View important dispatch data and live trucks on map. Truck Monitor Pro (Location Tracking, ETA & Planning) Location Tracking, ETA & Planning. Truck Monitor Live One page. Super Powerful! Trailer Monitor View trailer locations, notes and their statuses. Hours of Service Dashboard A complete hours of service solution integrated with Axis TMS. Track and Trace for your customers Web portal & Mobile app. Communicator Communicate with co-workers and drivers from web to mobile app (Vise Versa) Shipment Bid Network Bid on shipments posted by brokers and see opportunities near your trucks. Shipment Load Network Thousands of posted orders daily! Trucking Optimized Miles Rest assured all your mileage is calculated per trucking optimized mileage. IFTA Mileage Reports Run IFTA Reports on fleet or individual truck. Billing Batch multiple invoices or send single invoices. Payroll Generate payroll settlements for your drivers. Reports Check reports to see how you re doing. Driver GPS Tracking Various duration type tracking interval automatically pulled from driver app. 4

5 Page 38 Page 39 Page 40 Page 41 Page 42 Page 43 Page 44 Shipment Settings Customize and organize your shipments. Fuel Surcharge See live weekly fuel updates by EPA.gov Partner Connect Connect with other carriers and brokers. Fuel / Cash Advance Records Keep track of Fuel and Cash Advance Data. ELD Compliance and Hardware A complete Hours of Service solution for the ELD Mandate Tablet Hardware In-Cab Dedicated Tablet. Tablet Mounts In-Cab Dedicated Mount 5

6 Settings Setup your company settings General Settings Set basic company details, address, telephone number, logo, data and emergency contact information Insurance Settings Update your insurance certificates & expiry dates. Accounting / Payroll Settings Update your billing , payroll pay period, invoice sequence and more User Settings Edit your login details, phone number and employee profile data Shipment settings Edit your shipment Settings Mobile App Settings Modify driver app settings Tracking Settings Select how often you want to track your drivers Document Inbox Settings Add additional s to receive notifications when new documents come in 6

7 Document Resource Center Centralized place to store your company documents Upload your company documents for all employees to download Centralized place to keep up-to-date packets Upload your driver qualification documents Upload your policies and agreements Upload your state and federal paperwork Upload your insurance paperwork 7

8 Driver, Truck, Trailer Profiles & Compliance Create Trucks, Trailers, Drivers, Owner Operators & Employees If Driver, Truck or Trailer is not in compliance the system will place it Out of Service Manage Driver Safety Records with history of violations with affirmative action taken Manage Truck or Trailer Maintenance Records, History and Schedule Maintenance Task Alerts will keep you on top of your game and In-Service Create Employee Profiles to operate with specific department restrictions Auto Fax Previous Employer Verifications FMCSA Qualification Driver File Upload all documents to profile like your virtual filing cabinet 8

9 Automated Previous Employer Verification Send previous employer verification by a click of a button Upon hiring a new driver enter the Previous Employment data Upload Request Form signed by driver Enter Fax Number of previous employer and click send fax Fax will be sent to previous employer by the system automatically Go to the next employer and repeat 9

10 Automated Background Checks Built-in background checks Run MVR / Background Check while going through the driver qualification stage Get results in minutes on your Personnel / Fleet dashboard Tasks Background Check Fee $20.00 plus state fees MVR Check Fee $5.00 plus state fees. 10

11 Employee Profiles / Compensation Setup employee users and compensation for personnel Create Employee Accounts Select Employee Departments Select pay rate commission i. Each department has specific rules and different menus i. Per each load gross revenue percentage ii. Per each load flat rate View all orders employees have created and dispatched Employee commission rates will automatically appear on driver payroll as deductions 11

12 Auto Task Alerts System will automatically alert you to stay in compliance Automated Alerts on tasks that must be completed to avoid not complying Tasks will auto trigger on items expiring in 30 days Tasks will remind you of any expiry items you have not cleared Tasks will alert you about scheduled maintenance Tasks will alert you on breakdowns or driver requests Each department / employee has a task item If task is not completed it will be visible to all employees until it is cleared 12

13 Driver App Update Orders, Hook & Unhook Trailers, Requests, Tracking, Document Scanning, Signatures, Bar Code Scanner and much more! Check in/out of stops All updates are sent to carrier dashboard and customer . (Arrivals, Departures, etc.) BOL, Pieces & Weight Input Location updates are automatically sent to dashboard Set Off Duty / On Duty Accept or Decline Order Offers offered by Carrier Company Text & Push Notifications on order offer or assign Order Trip Summary of completed orders (Total pay, mileage etc.) Truck Breakdown Assistance Automatic Text Alerts to Driver on Order Assign Make Requests Cash advance, Fuel advance, Maintenance, Pick up Number & more Scan High Quality Documents Directly to Order ID Search for loads Have customers sign on deliveries Scan Bar Codes Take photos of cargo 13

14 Create Orders Enter customer charges and stop details Select Charges Select Customer Add Pick up, Delivery stops (you may add as multiple stops) Add Date/Time Add Pieces, Weight, Commodity type Add DIMS Pick up or Delivery number Truck / Trailer Type Add Notes for the driver to view on Mobile App Add Multiple Stops Upload Confirmation or Sync with Broker API (if applicable) Confirmations will automatically be faxed or ed upon order creation Add additional custom reference slots Assign shipment groups to filter shipment workflow 14

15 Confirmations Auto Fax or Auto fax your signed documents to customers After uploading signed confirmations, it will be attached to order and auto faxed Fax or your signed confirmations after creating loads with one click 15

16 Assign Order, Auto Assign Later or Offer Orders Driver will receive a text message and push notification on orders Order will be sent to driver and await driver to use mobile app Driver will receive a push notification with sound upon order assign / offer Driver will receive a text message letting the driver know to check app for details Once driver interacts with the app, the status of order will be automatically updated Driver offers will show price offered in text message and on phone app View planned routes drivers are currently assigned to Assign trailers when assigning orders Select how you want empty miles to be calculated Current GPS Position or Planned / Previous order Add driver bonuses for each load upon assigning orders Auto Assign Later i. Chose what date and time you want the load to be automatically assigned View Estimated Cost / Rate after selecting driver i. Estimated cost rate varies depending on drive pay settings ii. Modify Flat Rate 16

17 Shipment Monitor Active running orders with live updates Manage your active loads and view truck status Dispatch your driver fuel advances Dispatch your driver cash advances your customers with one click Add shipment notes / updates Activate Track & Trace for your customers View ETA (Miles & Time) Status bar under each load displays status of order and percentage of load completion See planned orders per truck View order updates made by drivers Split orders / Split and complete orders (Assign a new driver to continue where your last driver left off) (Manage pay for both drivers when splitting) 17

18 Copy Orders & Import Orders Make up to hundreds of order copies with one click of a button Quickly create many order copies using an order Choose which order you want to copy and how many copies you would like Import mass orders into the system (Download Sample Order List and Manual Included) (Limit 100 orders per import) 18

19 Shipment Notes Send directly to your customer or company department Leave notes that will be ed directly to your customers CC your selected office departments so the proper department receives your When sending notes customers receive the relevant load information 19

20 Auto Text Messaging Text stop data, receive texts on dispatch, receive order offer texts Driver receives text message for order assigns Driver receives text messages for order offers Driver receives text for pickup and drop off information 20

21 Completed Orders Review completed orders before sending them out for billing Review accessorial charges Review expenses associated with the order Review stop details Review customer charges to ensure you have not missed anything View last month total gross revenue View current month total gross revenue View brokered-out completed orders View split completed orders Export completed orders 21

22 Document Inbox Accept or Decline high quality documents from the driver app Accept or Decline driver documents Accepted documents will be attached to the correct Order ID for billing The driver receives a text message alert when a document is declined Download documents that drivers send Drivers can include notes / references when sending documents CC multiple s to receive notifications when new documents come in 22

23 Dispatch / Map Routing & Text Quotes View important dispatch data and live trucks on map View your fleet on the map View your trucks View your trailers Search trucks by city, state and radius Review your completed orders View your dispatch tasks View your messages regarding dispatch Select a truck from the map and add to the route Add multiple stops to route Cost summary display driver, fuel, extra costs and converts cost per mile Profit summary displays estimated net profit and converts profit per mile ETA Summary shows ETA Data from stop 1 to final stop 23

24 Truck Monitor Location Tracking, ETA & Planning View driver status available, covered, double covered, not available View truck current locations with live GPS updates from the driver app View truck ETA or next availability See planned routes Hook trailer Schedule maintenance View truck activity Search by location / radius View engine stats (requires ELD add-on to be enabled) View truck speed (requires ELD add-on to be enabled) View ownership View truck monitor live 24

25 Truck Monitor Live One Page, Super Powerful Instant Messaging with Drivers View Current Location (Street, City, State, Zip) Text & Map View ETA Data to Order Assigned View Stop Data for Order on Map along with Truck Location live (Second by second) View all orders / routes drivers should take View Truck / Trailer assigned. View Hours of Service (requires ELD add-on enabled) Push to Talk Communications *Coming Soon In-Cab Navigation with Live Turn by Turn Modifications to Driver Navigation Tablet *Coming Soon 25

26 Trailer Monitor View trailer locations notes and status View trailer current location Assign your trailers to selected trucks View trailer logs Update current trailer status Search by city state / radius Next available location / date time Dashboard displays make / model / ownership 26

27 Hours of Service Dashboard A complete Hours of Service solution integrated with Axis TMS Integrate multiple providers One dashboard no need to login to multiple dashboards ELD integrated within Axis Pro driver app View hours of service while tracking your driver with truck monitor live View cycle hours remaining when assigning orders View status of drivers (off-duty / sleeper / driving / on-duty) 27

28 Track & Trace for Customers Web Portal & Mobile App Allow your customers to track the shipments you are handling for them Online portal also allows your customers to enter orders and they will automatically await your driver assignment Allow your customers to download invoices that you generate from the web portal Allow your customers to download the track and trace mobile app for all updates Customers can enter orders form portal into your pending order queue (awaiting your assignment) 28

29 Communicator Communicate with co-workers and drivers from web to mobile app (Vise Versa) Chat from web dashboard with other co-workers Chat from web dashboard with drivers using the smartphone app Instant one-on-one chatting Multi-personnel chatting from Truck Monitor Live page to Mobile App Chat history log for 7 days. 29

30 Shipment Bid Network Bid on posted shipments and find opportunities near your trucks View and bid on current shipments posted by brokers View shipments awarded to you View shipment details before placing bids Decline shipments if truck is covered before the award or if you are not interested 30

31 Shipment Load Network Over 100,000 orders posted daily! View posted orders based upon city, state, origin, date and radius Clear posted orders Driver Mobile App Load Search & Find Loads Nearby capability o o o Rates (Allow or Disable) Broker / Shipper Tel (Allow or Disable) Allow Drivers to Search for Orders Nearby from current location 31

32 Trucking Optimized Miles All your mileage is calculated per trucking use Our miles are PC Miler Practical Miles PC Miler license is automatically included with Axis TMS License per Truck Rest assured all miles are calculated correctly for empty and loaded 32

33 IFTA Mileage Reports Run IFTA reports on fleet or individual trucks Manage your IFTA reports Manage your IFTA reports on individual selected trucks Get a state by state data report on mileage traveled through each state per quarter Reports display total gallons pumped in each state Reports display total diesel purchased in each state 33

34 Billing Batch multiple invoices or send single invoices Compile and merge your documents / attach multiple documents Create batches for invoicing Invoice customers directly (fax or ) Invoice your factoring company directly (fax or ) Chose how you want to be paid, ACH, WIRE, or CHECK Select pay terms See your billing progress bar Each invoice or batch made will feature your logo View invoices that have not been paid over 70 days Mark invoices as paid (paid in full or short paid) Pages are separated by status (In Progress Loads / Missing Documents / Ready to Invoice / Sent Invoices / Paid Invoices) 34

35 Payroll Generate payroll settlements for your drivers Run driver payroll weekly, bi-weekly, monthly or by custom pay periods Add auto-recurring deductions, additions, escrow and much more Revert payroll if you have made a mistake. Send drivers payroll sheets directly to the drivers via or mail Process manual payroll with custom pay period dates Year to date gross Year to date mileage Year to date fuel consumption Save as PDF option Fix Rates or Input Flat Amounts if necessary on settlement before processing 35

36 Reports Check your reports to see how you re doing! Gross Income by Truck or Company Gross Income by Driver Gross Sales by Customer Fuel Consumption Deductions report by driver Repair cost reports for truck & trailer Cash Advance 1099 Reports by driver Billing Batches Payroll Settlements 36

37 Driver GPS Tracking Driver location updated second by second automatically Driver tracking automatically updates your shipment monitor dashboard and customer No expensive equipment required, just a smartphone or a tablet with Axis TMS Mobile App Tracking does not stop until the device dies, or the driver goes off duty You have the following tracking intervals you can set in tracking settings: i. 3 to 5 seconds ii. 15 minutes iii. 30 minutes iv. 1 hour v. 2 hours vi. Disabled 37

38 Shipment Settings Customize and organize your shipments Create shipment groups i. Assign employees to specific shipment groups Add additional references to your orders i. When adding additional references, you will be able to display the selected reference on the invoice Rename pieces to unit number on the mobile app Disable driver rate on the mobile app CC all dispatch employee s to receive notification stop update s CC all management employee s to receive notification stop update s 38

39 Fuel Costs See live weekly fuel updates View current prices of diesel per gallon View current diesel price per mile Review prices from previous weeks System fuel surcharge is updated weekly directly from EPA.gov 39

40 Partner Connect Connect with other carriers and brokers View and find other carriers and brokers Connect with other carriers and brokers for them to see your truck availability Manage brokers and carriers you have connected with 40

41 Fuel and Cash Advances Auto Synced / Manual - Fuel and Cash Advance Data Input Fuel or Cash Advances manually from Shipment Monitor for individual orders Input Fuel or Cash Advances manually via Driver Log Automatic Integration with Fuel Card Providers allows automatic sync daily Fuel / Cash Advance transactions will bill Driver if enabled into Payroll Deductions Input Fuel or Cash Advance via Mobile App along with scanned receipts Data Types: o o o o o o o o Gallons Order ID Fuel Stop Transaction ID Location Amount Fees Truck / Driver IDs 41

42 ELD Compliance Powered by Axis TMS Partners A complete Hours of Service solution for the ELD mandate Certified compliant for FMCSA Hours of Service regulations Driver App brings ELD capabilities within the Axis TMS Pro Mobile App. (ios & Android) Hours of Service and DVIR dashboard integrated to Axis TMS Pro (varies by ELD partner) Driver app on tablet / smartphone includes HOS plus vehicle inspection reports Plug & play installation takes less than 10 minutes (Plugs into the ECM) Real-time visibility into drivers nearing or in violation mitigates compliance risk Automatic updates when driving starts or stops 42

43 Tablet Hardware Driver In-Cab Solution Network is Powered 4G LTE App is locked to the device Includes locking tablet drill base mount with security hardware 6-foot fixed-install USB vehicle powered adapter 3-foot USB-to-Micro USB cable Mount base can be screwed or drilled into any flat surface 2-year limited warranty on mount 1-year limited warranty on tablet To lease a tablet, you must have an active Axis TMS Pro subscription.. 43

44 Tablet Mounts In-Cab Dedicated Mount Durable, ruggedized polymer Designed for Samsung Tab E or Apple Mini 4 (Must purchase specifically for the model) Hand Strap Sealed control buttons Secure 4-point cradle hooks Quick-Release Easy Installation Two-year warranty. 44