Techvia Tms

Before you can book a load in Techvia TMS you need three kinds of records: a customer to bill, facilities to pick up from and deliver to, and a carrier to haul it. Each is added from its own page under Operations, and each one uses the same layout: a form split into tabs, with a save button that stays put at the top and bottom of the page. This guide shows the fields you actually need and the ones that will stop you if you skip them. ...

To create a load in Techvia TMS you choose the customer, dispatcher and carrier on the Details tab, enter your rate and what you’re paying the carrier, add a pickup and a delivery on the Stops tab, and click Save load. The load gets its own number automatically, and your margin is calculated as you type. The whole thing takes a couple of minutes once the setup from the earlier guides is in place. ...

In Techvia TMS you invite teammates from the Members page, pick a role for each, and they set their own password from an emailed link. If you’ll be creating loads, there’s one extra step that catches almost everyone: every load needs a dispatcher, and a dispatcher record has to be linked to a user who has the Dispatcher role. So the practical order is invite first, create the dispatcher second, build loads third. ...

In Techvia TMS, invoicing a load starts with one action: set the load’s status to Completed. The moment you save it, Techvia creates a draft invoice from the load’s rate and stops. From there you check the details, mark it Sent, download the PDF for your customer and, when the money arrives, click Record payment. This last guide in the series follows one load from Completed to Paid. If you’re arriving here first, the load in this example was built in how to create and assign your first load. ...

In Techvia TMS a quote takes a customer, a lane and your rate. The app suggests a sell rate from your own history on that lane, you move the quote from Draft to Sent to Won, and one click on Convert to load creates the load with the customer, lane, equipment and rate already filled in. This guide walks through each step with screenshots from a real quote. If you haven’t set up customers and facilities yet, start with adding customers, facilities and carriers. ...

If you haul the same lane every week, you shouldn’t be typing the same customer, stops, commodity and rate every week. In Techvia TMS you turn any load into a template with one click, then create the next load from it by choosing a pickup date. Every stop is rescheduled relative to that date. This guide shows both steps, tested on a real Chicago-to-Indianapolis lane. It builds on creating your first load. ...

A driver settlement in Techvia TMS pulls a driver’s completed loads for a pay period, applies the driver’s pay structure, and shows exactly how each line was calculated. The flow is: set the driver’s pay structure once, then Generate settlement for a period, review it, Approve it and Pay. This guide walks through it with a real example: a company driver paid 28% of linehaul on a $2,450 load. If the formulas themselves are new to you, read driver settlement calculation explained and owner-operator pay: percentage vs per mile first. ...

Setting up a Techvia TMS account takes a few minutes and no credit card: you enter your name, company and work email, click the confirmation link that arrives in your inbox, choose a password, and sign in to your own empty workspace. This guide walks through each screen with screenshots so you know exactly what to expect, and what to do first once you’re inside. This is the first post in a short series that takes you from a blank account to a paid invoice. If you’re still comparing systems, the trucking dispatch software free trial guide lists what to test before you commit. ...

Techvia TMS can track a load from the driver’s phone with no ELD and no app install. You open the load’s Live tracking tab, click Email to driver, and the driver opens the link and taps Start sharing. Their position flows back to your Live Tracking page, and the same phone page lets them update the load status and upload a POD photo. A separate customer link gives your shipper a status page without GPS or pricing. This guide shows each step from a real test. ...

Techvia TMS tracks carrier insurance from the expiry dates you enter on each carrier’s Insurance tab. The Compliance page lists everything that has expired or will expire in the next 30 days, with a countdown. And when you try to assign a carrier whose insurance has lapsed, Techvia refuses to save the load. Here’s how each part works, tested with a carrier whose liability cover had run out. Insurance is only one part of vetting. The broader process is in the freight broker carrier vetting process and the carrier onboarding checklist. ...