Tms Setup

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. ...

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. ...

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. ...