Templates to leave on the Onboarding guide notes.
This is a guide to place the best notes on the onboarding guide. Remember these notes will help us, our support team and of course the customer, who will have handy the recording of the sessions they had previously.
Training session 1.1
Facilitator name - Month Day, 2023 -
Topics of the session: Dashboards, Ship. Search, Create a load, Smart quotes LTL, Load features.
- Link to the Gong Recording -
Training session 1.2
Facilitator name - Month Day, 2023 -
Topics of the session: TL Dashboards, Company loadboard, Automated truck and trace, Request driver location, Truckload Quoting. Customers tab and Customer portal.
- Link to the Gong Recording -
Training session 2
Facilitator name - Month Day, 2023 -
Topics of the session: LSP tab, Reports tab (Custom reports), Rates tab (Tariff wizard, accessorial org link)
- Link to the Gong Recording -
Training session 3
Facilitator name - Month Day, 2023 -
Topics of the session: Accounting tab, AR, AP, Commissions. Shipment Accounting Options (committed vs. delivered) and Customer Accounting Edit Options.
- Link to the Gong Recording -
Training session Quickbooks Online
Facilitator name - Month Day, 2023 -
Topics of the session: Connect QuickBooks online to the Tai TMS. How to sync invoices, invoice payments, bills, and bill payments. Accounting history from the Activity Log and Accounting Sync History.
- Link to the Gong Recording -
Training session Manual Tariffs
Facilitator name - Month Day, 2023 -
Topics of the session: How to create a Manual Tariff
- Link to the Gong Recording -