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Best steps on getting started with Amous TMS.

Getting Started

Welcome to Amous TMS

Key concepts & glossary

Log in to Amous TMS

Navigate Amous TMS

Set up your workspace

Create a new user

Basic configurations overview

Integrations overview

Admin & Setup

Onboarding data-gathering sheet

Master-level setup overview

Org hierarchy: Master level / Branches

Customer parent-child / sub-customer structure

Users & User permissions overview

Configurations

UI Configurations

Ratings Configurations

Invoices Configurations

Carrier Configurations

Service Vendor Configurations

General Configurations

Order Configurations

Trip Configurations

Claims Configurations

Task Management

Fleet General Configurations

Fleet Driver Configurations

Fleet Truck Configurations

Fleet Trailer Configurations

Communication Configurations

Templates Configurations

Integration Configurations

Password Configurations

Styling Configurations

Mobile Application Configurations

Optional Configurations

Audit Configurations

Customers

Add a new customer

Customer profile fields explained

Set up Bill-To & Build-To locations

Set up customer contracts

Customer Portal Overview

Carriers

Add a carrier

Carrier profile fields explained

Carrier onboarding package & agreements

Map carrier status codes & services

Sync carrier compliance

Manage carrier bids & spot-bid requests

Carrier portal

Fleet

Add a truck

Add a trailer

Add a driver

Assign driver to a truck/trailer

Driver documents & license expirations

Add vendor

Archive / deactivate fleet

Imports

Import data (orders / customers / locations)

Import & update rates

Troubleshoot import errors

Contracts & Rating Engine

Set up a customer contract

Set up a carrier contract

Carrier to customer contract relationships

Configure contract overrides & shared accessorials

Accessorials & fuel surcharge

Configure the rating engine (Driver/Vendor)

Orders & Dispatch

Understand the Dispatch Board

Filter & search the Dispatch Board

Create order & location templates

Create a multi-leg / split load

Consolidate or split loads

Dispatch load (assign driver/carrier)

Update/track load statuses

Available Drivers Dashboard

Route Builder / Load Planner

Plan loads with the Load Planner

Route templates & recurring routes

Inspections / Maintenance

Set in-service / out-of-service status

Log a pre/post-trip inspection

Report & track an issue

Create a work order

Create a maintenance record

Manage parts & equipment components

Set odometer-based service intervals

Capture a maintenance / vendor invoice

Invoices

Create a customer invoice

Edit or adjust an invoice

Batch invoicing

Assemble & send customer billing package

Send customer invoice

Invoice statuses & approval rules

Flag duplicate invoices

Payroll & Settlements

Run driver payroll

Run payroll without trips (hourly / bonus)

Driver settlements explained

Deductions & reimbursements

Mass payroll status updates

Vendor / owner-operator settlements

Accounting / QuickBooks

Master invoices

Group master invoices

Connect QuickBooks

Map QuickBooks accounts

Sync invoices & payments to QuickBooks

Reconcile in QuickBooks

Reports

Reports overview

Filter & build a custom report

Fleet equipment service report

Trip report

Build a pivot table

Use data lists

Export data

Integrations

Connect Samsara

Connect SMC3 / RateWare

Connect a fuel card

Connect a load board

Connect factoring company

Connect tracking (container / trailer)

EDI overview

Set up a carrier API integration

Mobile Apps

Driver App

Driver App overview

Driver check-in / check-out

Complete pickups/drops & capture POD

Carrier App

Carrier App overview

Workflows & SOPs

Onboarding

Onboard a new carrier

Onboard a new customer

Onboard a new driver

Onboard a new user

Set up a new Division

Daily Operations

Create & dispatch a load end-to-end

Billing & Accounting

Bill a delivered load and get paid

Close the month

Fleet & Compliance

Handle a maintenance issue end-to-end

How can we help you?

Help Center

Release

amous

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Planned

In Progress

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Rejected

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Low Priority

Backlog

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