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Trucks

Outline of information for the Trucks tab and it's functions.

Truck Bulk Edit

Detailed information regarding the Truck Bulk Edit tab of the Trucks module

Here you are able to make bulk edits to the License Expiration, Insurance Expiration, Status, and any UDFs you have set up for trucks.

Truck Bulk Edit Screen

The Bulk Edit screen defaults the presented trucks to those that have an Active status, and defaults to showing All haulers. You may change these to view trucks you have set to Inactive, or you can narrow down the results by selecting a specific Hauler's trucks to be returned in the table.

As an example I have set the Hauler to our Quarry's Loading Hauler, as the two trucks under that hauler have hit their expirations.

Bulk Edit Example

We will be updating the License and Insurance Expirations, as well as changing the UDF "Test" value. Utilizing the calendar dropdown you are able to set the new dates, and if you are using any UDFs you may enter an appropriate value for your company's needs.

Once you have updated the relevant information simply click the "Save" button.

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WARNING - Any edit made in the Bulk Edit screen must apply to ALL selected trucks. If the trucks will have different expiration dates you must update these individually.

Bulk Edit Update Successful

Assignment

Detailed information on the Assignment tab within the Trucks module

Here you are able to assign trucks to particular Orders and Order Products, and this makes it easier to ticket on this truck as the scale operators will only need to enter the Truck ID when ticketing on the assigned truck.

Assignment table

When you click on the Assignment tab you will see a table with all of your assignments listed, and you are able to Search or use the Filter Funnels to narrow your search to a specific assignment. You are able to clear an assignment by clicking the "X Clear" button in the assignment table.

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Adding a New Assignment

To add a new assignment click the "+ New Assignment" button on the top right of the assignment table:

Once the new assignment window has popped up you may fill out the information for the truck assignment:

  • Region - The region the order and customer for the relevant product to be selected

  • Order - The order for the relevant customer and product to be selected

  • Product - The desired product you would like the truck to be assigned to

Once you have filled out the above fields you just need to check one or more trucks to be assigned to the order product, and once you click "Save" the truck(s) will now be assigned to a specific order product!

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Assignment on Ticketing App

Here will just be a quick example of how the truck assignment translates to the Ticketing App, and how it will look to the scale operator ticketing the trucks.

Above is how the ticketing app appears before ticketing. The truck assignment cuts down on the time it takes to set up a ticket for a specific truck. Using the example in the previous image of the assignment table:

When ticketing on a specific truck that has been assigned to a product, the ticketing app will automatically fill out the Customer, Order, and Product fields so that the operator should only need to enter the weight of the truck.

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The truck will remain assigned to the particular product until the assignment has been Cleared from the assignments page

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Clearing an Assignment

To clear an assignment simply click the "X Clear" button in the assignment table on the assignment you wish to clear.

Click "Ok" on the pop-up and the assignment will be cleared, and once the Ticketing App has been synced the truck will no longer populate the Order, Customer, and Product automatically.

New Assignment pop-up window
Fast Weigh ticketing app
Truck assignment example
Clear assignment pop-up

Trucks

Detailed information on the Trucks tab in the Fast Weigh Web Portal

Here is where you are able to add trucks to the Haulers you have set up in your instance of Fast Weigh.

Trucks page and table

Above is an example of the Trucks page from one of our internal tenants. You are able to filter by Hauler and Status on this page, as well as use the Search or the Filter Funnels. These filtering options will be helpful for when you are trying to narrow down a specific truck.

You are able to Create, Edit, and Delete Trucks from this page, as well as upload and view any relevant documents for the trucks.

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Adding a New Truck

Click "+ New Truck" to open the New Truck window:

The only required fields are Hauler, Truck ID, and Active, but you are able to fill out the rest to fit your companies needs. Below is an explanation for each field:

  • Hauler - Select the Hauler that the truck is going to belong to

  • Truck ID - The identifier for the Truck

  • RFID/BLE ID - If you are using a RFID/BLE scanner you can set the ID in this field

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If you are interested in adding the Dispatching or Load-Out module please contact us at 865-219-2980 or .

Once you have filled out the relevant information for the truck you are adding you can hit "Update" and the truck will populate in the table. Once the truck populates you can click the "View" button in the Documents column of the table to add relevant documents for the truck.

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Adding Documents

When you click the "View" button in the Documents column a Documents window will pop up for you to add the relevant documents:

This window will show any documents you have added to the truck, and you can view or delete any existing document. Click "+ New Document" to add a document for a truck.

You just need to give a Title, Description, and add a File for the document to appear in the truck profile.

Lastly, you may also export the Trucks table to Excel for your company's needs.


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How To Guides

Drivers


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Page Overview

The Drivers page allows you to setup a Driver, which can then be assigned to a Hauler, and then added onto a Truck or multiple Trucks via the [ Trucks > Trucks ] page.

Drivers Table

Using the table above you can find and filter Drivers, Export table to .xls file, Delete drivers, and most importantly, Add and Edit drivers


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Adding a Driver

To add a driver, please follow the walkthrough provided below [ Creating a New Driver ].

For a detailed description of all the fields on a Driver, please see the Table below.

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Driver Fields

Field
Description

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How To Guides


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References

Driver - (Requires Dispatch Module) You can associate the truck with a driver you have set up if you have the Dispatch Module

  • Driver Email - (Requires Dispatch Module) You may add the driver's email here

  • Text on Ticket - Select if you would like to send a text to the driver when they are ticketed on

  • Mobile Number - (Requires Dispatch Module) You may add the driver's mobile number here, and if you would like to Text on Ticket you must enter the number

  • Active - Check to ensure this truck can be ticketed on

  • Test - This field is a UDF, see our UDFs article to learn more about setting these up

  • License - The truck's license plate number

  • License/Insurance Expiration - Fields to store the truck's License and Insurance expiration dates

  • Truck Type - Select the Truck Type, if you are using it - This must be set up prior to creating the truck in the Truck Types page in the Resources module

  • Max Weight - Pound/Tonnage capacity for the truck that can be set to prevent overloading

  • Target Weight - An ideal capacity for the truck that can be set

  • Volume - Volumetric capacity for the truck that can be set to prevent overloading

  • Tare - The weight of the truck while it is empty, you can set this up when first adding the truck and edit it at any time

  • Load-out Drops - (Requires Load-Out Module) Set the number of drops the truck is going to take and the percentage of the total amount of product per drop

  • [email protected]envelope
    Creating a New Truckchevron-right
    Creating a New Haulerchevron-right
    New Truck pop-up window
    Document pop-up window
    New Document pop-up window

    City

    City of the Driver

    Country

    Country of the Driver, limited to US, Canada, and Mexico

    State

    State of the Driver

    Zip

    Zip / Postal Code of the Driver

    Emergency Contact

    An Emergency Contact for the driver. This can be any form of contact, phone, email, etc.

    Phone

    The Phone Number of the Driver

    DL #

    The Drivers License ID Number of the Driver

    Active

    Marks whether or not the Driver is active and selectable.

    All Hauler

    Marks whether or not the Driver can have any Hauler, or is bound to a select few

    All Region

    Marks whether or not the Driver is bound to one Region or can be assigned to any

    Regions

    *Only Appears if "All Region" is not on. This allows the Driver to be assignable to multiple different regions.

    Driver Email

    The Email of the Driver

    Driver ID

    The ID of the Driver

    Driver PIN

    The PIN of the Driver

    Mobile Number

    The Mobile Number of the Driver

    Text on Dispatch

    Marks whether or not the Driver will receive and SMS Text alert upon being dispatched.

    Default Hauler

    This is the Hauler the Driver will be assigned by default when selected

    Name

    Name of the Driver

    Address 1

    Address of the Driver

    Address 2

    Creating a New Driverchevron-right
    Creating a New Driverchevron-right
    Creating a New Truckchevron-right
    Creating a New Haulerchevron-right
    Truckschevron-right
    Haulerschevron-right

    Optional 2nd Address or APT Number of the Driver

    Haulers

    Detailed information on the Haulers tab within the Trucks module.

    Typically a Hauler is going to be a carrier, trucking company, or customer that owns that trucks in which you will be ticketing. You can also think of Haulers as a folder that one or multiple trucks belong to.

    Here you are able to create haulers, as well as edit, delete, and assign existing haulers.

    Haulers screen

    You can create a new hauler by clicking the + New Hauler button in the top right of the hauler table. The following window will pop up:

    New Hauler window
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    Enable Dispatching requires the Dispatching module add-on to be used. If you are interested in adding the Dispatching module please contact us at 865-219-2980 or [email protected].

    The only required fields are the Hauler ID and Name. Below are brief descriptions of each of the fields:

    • Hauler ID - A shorthand ID for the Hauler

    • Name - Full name of the Hauler

    • Address - Fields for the Hauling Company's address.

    Once you have filled out the relevant fields you can click Update to add the Hauler.


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    Assigning Haulers to Customers

    Haulers can be assigned to specific customers by clicking on the [✔️Assign] button under the Customer column of the Haulers menu. In the new pop-up window, you can use the filters to search for customers, then click the checkbox on the left to assign them. This will prevent the Hauler from being able to have tickets created on orders for customers that are not selected from this menu.

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    You do not have to assign a Hauler to a Customer to create tickets. If the Hauler does not have any Customers marked on the assignment list, they are available to be selected for ALL customers. Adding an assignment for a specific customer will restrict their availability to that specific customers orders only.

    Contact Information - Fields for the Hauling company's main contact

  • Vendor AP Num - Field to store Hauler's Vender AP number if one is to be used

  • Hauler Type - Field to differentiate Haulers as External, Internal, or Other

    • External - Outside company is hauling material

    • Internal - Your company is hauling the material

    • Other -

  • Insurance # - Field for Hauler's insurance policy number

  • (Insurance) Expiration - Set date for Hauler's insurance expiration

    • This applies to any truck within the Hauler

  • Workers Comp # -

  • (Workers Comp) Expiration - Set date for Workers Comp expiration

  • Certification # -

  • (Certification) Expiration - Set date for Certification expiration

  • Enable Dispatching - Allow trucks within the Hauler to be used for the Dispatching feature

  • All Regions - If checked, Hauler can be ticketed on in any region. If unchecked you are able to pick specific regions you would like the Hauler to be able to be ticketed on.

  • Active - If checked, Hauler is available to be ticketed on. If unchecked, Hauler will be unavailable and not populate in ticketing app.

  • Allow Overloaded Trucks - Future use in newest ticketing app

  • Use Tare on Inbound - Future use in newest ticketing app

  • Days Tare Valid - Future use in newest ticketing app