Classic Training Videos

Click one of the below categories:
Dispatch, Accounting, Administrative



Dispatch Training
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Basic Dispatch Training - 16 minutes

Enter a new shipment through delivery
Flash Video, WMV File, ARF File

PC*Miler - 3 minutes

Set PC Miler Default for your Company as well as PC Miler for Individual Customers
Flash Video, WMV File, ARF File

New Smart Search Features - 5 minutes

Burst Info, Loads, and Requests to Carriers - 3 minutes

Adding a New Customer to the Customer File

Memo/Letter to Customers - 3 minutes

Carrier File Overview - 11 minutes

Auto Accessorials - 2 minutes

Quotes - 5 minutes

Document Imaging - 2 minutes

Hot Keys Volume 1 - 6 minutes

Hot Key Menu, Forms, History
Flash Video, WMV File, ARF File

Hot Keys Volume 2 - 3 minutes

Filtering Load & Reminders
Flash Video, WMV File, ARF File

Hot Keys Volume 3 - 6 minutes

Quick Tag entry, looking for your previous loads, Issuing Advances, Adding Available Trucks, and Maps/Weather
Flash Video, WMV File, ARF File

OS&D - 4 minutes

Trusted Carriers - 4 minutes

How do I make someone a Trusted Carrier? What Privleges do they have?
Flash Video, WMV File, ARF File

Great Sales & Customer Service Telemarketing/CRM Feature - 2 minutes

Set your next call back date and last time you called your customer along with sales notes
Flash Video, WMV File, ARF File

2 Hot Tips! - 1 minute

Check your last export to the Load Boards or you Fax History for specific shipments
Flash Video, WMV File, ARF File

Dispatch Reports - 4 minutes

Active shipments, delivery reports, etc. Also how to pull an Activity report sorted by filters and viewing a sample report.
Flash Video, WMV File, ARF File

Adding or Searching for a Zip Code - 1 minute

Turn a Quote into a Tag - 1 minute

This will auto fill in all information entered from the quote and reference your quote number
Flash Video, WMV File, ARF File

Bursting to Carriers for Insurance Information - 2 minutes

Accounting Training
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Beginner Invoice Training - 11 minutes

Setting up Tariffs - 6 minutes

This is how you can set up Autorates for Customers
Flash Video, WMV File, ARF File

PC*Miler - 3 minutes

Set PC Miler Default for your Company as well as PC Miler for Individual Customers
Flash Video, WMV File, ARF File

Resend an Invoice to a Customer - 1 minute

Setting up Factoring Companies - 5 minutes

Setting up a Customer for E-Billing - 1 minute

Reviewing Hooks, Notes on Checks, and Billing Discrepancies/Short Pays - 9 minutes

Document Imaging - 2 minutes

Setting up a New Accessorial Charge - 1 minute

Carrier Advances Administration - 5 minutes

Select to pay & process payment or transfer
Flash Video, WMV File, ARF File

Sales & Activity Report - 3 minutes

The Big Export Report - 2 minutes

Processing a Credit or Debit for a Posted Invoice - 5 minutes

Helpful Forms and Functions in the Customer File from Accounting - 3 minutes

A Detailed Overview of the Invoice File and Transportation Summary - 2 minutes

Collections - 6 minutes

Where do I find Customer payments, email balance due statements, look up history, collection notes, and more!
Flash Video, WMV File, ARF File

Setup a Sales Rep/Agent and their Default Commission Structure - 3 minutes

How to Setup Special Commissions - 3 minutes

How to setup an existing sales rep for special customer & specific Pro# commissions
Flash Video, WMV File, ARF File

How to Process a Carrier's Pay - 4 minutes

Selecting a Purchase Journal entry to pay a carrier for a load
Flash Video, WMV File, ARF File

How to Receive Payments from your Customers - 2 minutes

Setting up Deductions for Carrier Pay - 2 minutes

How to add an Invoice with Carrier Charges - 3 minutes

Using this procedure allows you to create an invoice from Accounting without going through the dispatch procedure.
Flash Video, WMV File, ARF File

Sending a Balance Due Statement to your Customer - 2 minutes

Administrative
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Add a User - 3 minutes

New Web Version of the Employee/Users File - 1 minute

Document Imaging - 2 minutes

Employee Profile Overview - 8 minutes

Adding/Editing Equipment Types for Shipments - 2 minutes

Adding a New Carrier - 1 minute

Memo/Letter to Customers - 3 minutes

Accessorials - 1 minute

Auto Accessorials - 2 minutes

Special Sales Rep Commissions - 3 minutes

Equipment Types - 2 minutes

FSC Setup - 6 minutes

Text on Forms - 1 minute

Carrier File Overview - 11 minutes

Carrier Burst for Insurance - 1 minute

Sales & Activity Report - 3 minutes

The Big Export Report - 2 minutes

Data Logging - 1 minute

Printing 1099s & Creating 1099 Pro Files