https://techvia.software/blog/categories/tms-how-to-guides/ Recent content in TMS How-to Guides on Techvia Blog https://techvia.software/assets/brand/og-image.png https://techvia.software/assets/brand/og-image.png Hugo en Wed, 30 Sep 2026 14:45:23 -0400 https://techvia.software/blog/posts/2026-09-26-add-customers-facilities-carriers-techvia-tms/ Fri, 25 Sep 2026 00:00:00 +0000 https://techvia.software/blog/posts/2026-09-26-add-customers-facilities-carriers-techvia-tms/ Set up customers, pickup and delivery facilities and carriers in Techvia TMS: required fields, addresses and insurance before your first load. https://techvia.software/blog/posts/2026-09-26-create-first-load-techvia-tms/ Fri, 25 Sep 2026 00:00:00 +0000 https://techvia.software/blog/posts/2026-09-26-create-first-load-techvia-tms/ Create a load in Techvia TMS: set customer, dispatcher and carrier, add pickup and delivery stops, see margin live and move it through statuses. https://techvia.software/blog/posts/2026-09-26-invite-team-and-add-dispatcher-techvia-tms/ Fri, 25 Sep 2026 00:00:00 +0000 https://techvia.software/blog/posts/2026-09-26-invite-team-and-add-dispatcher-techvia-tms/ How to invite teammates, pick the right role and create a dispatcher record in Techvia TMS. You need one before you can save your first load. https://techvia.software/blog/posts/2026-09-26-invoice-a-load-and-record-payment-techvia-tms/ Fri, 25 Sep 2026 00:00:00 +0000 https://techvia.software/blog/posts/2026-09-26-invoice-a-load-and-record-payment-techvia-tms/ Mark a load Completed and Techvia TMS drafts the invoice for you. Here's how to check it, send it, record the payment and watch revenue update. https://techvia.software/blog/posts/2026-09-26-freight-quote-to-load-techvia-tms/ Fri, 25 Sep 2026 00:00:00 +0000 https://techvia.software/blog/posts/2026-09-26-freight-quote-to-load-techvia-tms/ Build a spot quote in Techvia TMS, see a suggested rate from your own lane history, track it from Sent to Won, and convert it to a load in one click. https://techvia.software/blog/posts/2026-09-26-load-templates-repeat-lanes-techvia-tms/ Fri, 25 Sep 2026 00:00:00 +0000 https://techvia.software/blog/posts/2026-09-26-load-templates-repeat-lanes-techvia-tms/ Save a load as a template in Techvia TMS, then create the next one by picking a pickup date. Every stop is rescheduled for you. https://techvia.software/blog/posts/2026-09-26-run-driver-settlement-techvia-tms/ Fri, 25 Sep 2026 00:00:00 +0000 https://techvia.software/blog/posts/2026-09-26-run-driver-settlement-techvia-tms/ Set a driver's pay structure, generate a settlement for a pay period, check the math line by line, approve and record payment in Techvia TMS. https://techvia.software/blog/posts/2026-09-26-how-to-set-up-techvia-tms-account/ Fri, 25 Sep 2026 00:00:00 +0000 https://techvia.software/blog/posts/2026-09-26-how-to-set-up-techvia-tms-account/ Step-by-step: create a Techvia TMS workspace, confirm your email, set a password and find your way around the dashboard. Screenshots included. https://techvia.software/blog/posts/2026-09-26-driver-tracking-link-techvia-tms/ Fri, 25 Sep 2026 00:00:00 +0000 https://techvia.software/blog/posts/2026-09-26-driver-tracking-link-techvia-tms/ Email a driver a tracking link, have them tap Start sharing on their phone, and give your customer a status page. Step-by-step in Techvia TMS. https://techvia.software/blog/posts/2026-09-26-track-carrier-insurance-expiry-techvia-tms/ Fri, 25 Sep 2026 00:00:00 +0000 https://techvia.software/blog/posts/2026-09-26-track-carrier-insurance-expiry-techvia-tms/ Record carrier liability, auto and cargo insurance in Techvia TMS, see what's expired or expiring on the Compliance page, and stop bad bookings.