Help center
How can we help you?
Step-by-step guides for everything you do in Transportial, from your first login to automating your whole operation.
Setup guideSet up your environment, screen by screenBranding, region, functions, planning, routing, AI and the customer portal, with a screenshot of every step.
Getting started
Sign in, find your way around and set up your personal preferences.
- What is Transportial?
- Create an account or accept an invitation
- Log in and keep your account secure
- Find your way around the interface
- Search across Transportial
- Use keyboard shortcuts
- Use the dashboard and its tabs
- Filter, sort and arrange lists
- Change your personal settings
- Follow the in-app tutorials
- Set up your platform with the setup wizard
- Get help and report a problem
Transport orders
Create, import and manage orders, shipments and goods.
- Create a transport order
- Create a transport order from a file or email
- Add shipments and goods
- Add loading, unloading and other actions
- Find and manage transport orders in the list
- Edit, duplicate, cancel or remove a transport order
- Put an order or shipment on hold
- Share a transport order and its tracking
- Accept, decline and plan a transport order
- Handle incidents: failed deliveries and what happens next
- Add documents to a transport order
- Prices, costs and invoices of a transport order
- Use order templates
- Create orders automatically with a recurring schedule
- Set order defaults per customer and location
- Assign orders and trips automatically
- Check orders with validation rules
- Download a transport order PDF
- Statuses explained: orders, shipments, trips and actions
Planning
Plan work on the plan board, planner, map and optimizer.
- Plan with the plan board
- Set up the plan board
- Plan trips on the planner timeline
- Time windows and plan status
- Plan stop durations and anchor arrival times
- Plan trips on the map
- Find nearby orders for a trip
- Use map layers and overlays
- Calculate a route with the route planner
- Create trips with the optimizer
- Split shipments into legs with the bulk trip planner
- Monitor shipments with Watchtower
- Handle planning exceptions
- Use planning recommendations
- Check carrier compliance and lane costs
- Set up schedule routes
- Offer a trip to nearby drivers
- Planning settings
Trips
Build trips, assign resources and follow execution live.
- Create a trip
- The trip detail panel
- Assign a vehicle, driver and equipment
- Work with stops and actions
- Read action results
- Trip statuses: confirm, start and finish
- Send a trip to the driver
- Follow a trip live
- Cancel, remove or split a trip
- Trip costs and revenue
- Forward a trip to a partner
- Trip documents, CMRs and PDFs
Fleet & equipment
Vehicles, trailers, sensors, board computers, fuel and pallets.
- Add and manage vehicles
- View a vehicle's trips, map and activity
- Manage trailers and other means of transport
- Group vehicles
- Set up fleets and fleet numbers
- View and compare sensor data
- Register board computers
- Set up terminals
- Keep track of tires
- Record damage to vehicles and equipment
- Review fuel and energy transactions
- Check pallet balances
- Monitor compliance
- Fuel and road tax reporting explained
- Set up fuel and road tax reporting
- File a quarterly fuel or road tax return
Drivers
Driver records, availability, activities and certificates.
Customers & locations
Businesses, contacts, addresses, contracts and the customer portal.
- Manage businesses
- Manage contact persons and contact details
- Manage locations
- Set up a geofence on a location
- Manage customer contracts
- Set up capacity contracts with carriers
- Set up the customer portal
- Use the customer portal
- Set up the carrier portal
- Use the carrier portal
- Work with carriers on the Transportial network
Finance
Pricing, quotes, invoices, transactions and administrations.
- Work in the Financial view
- Set up price configurations
- Price modules explained
- Use variable price indexes
- Pricing categories and cost elements
- Tax rates and VAT rules
- Generate tax rules from tax schemes
- Customer tax registrations and exemptions
- Create and send quotes
- Create, send and follow up invoices
- Incoming invoices and approvals
- View transactions
- Set up administrations
- Exchange rates and multiple currencies
- Bill-to parties and credit control
- Accounting mapping rules
- Have extra charges approved by the customer
Marketplace
Publish tenders, place bids and find return loads.
Communication
Chat, email, notifications, templates, automations and to-dos.
- Chat with colleagues and drivers
- Send a message to several chats at once
- Manage a chat
- Keep your chats at hand with the pinned chat
- Read and send emails in Transportial
- Connect and share email inboxes
- View and manage notifications
- Create message templates for chat
- Send messages automatically with message automations
- Write the message and add attachments to an automation
- Work with to-dos
- Organize to-dos on boards and lanes
- Handle alerts
- Set up alerts and alert rules
Documents
Files, CMRs and document templates.
Insights & dashboards
Reports, management dashboards and your own dashboards.
- Run a report on the Insights tab
- Build your own report with the query builder
- Ask the AI assistant about your data
- Use the operational management dashboard
- Use the financial management dashboard
- Monitor your fleet in the Fleet FMS view
- Compare sensor readings between vehicles
- Set up geofences
- Build your own dashboard
- Embed a widget on your website
Integrations & automation
Connect other systems, use the App Store and build workflows.
- Connect other systems with integrations
- Set up a preset integration
- Build a self-configurable integration
- Give a partner API access
- Read documents with a file template integration
- Monitor an integration
- Retry failed tasks
- Test an integration
- Install apps from the App Store
- Automate work with workflows
- Build a workflow in the designer
- Import data from a file
- Connect an AI assistant to Transportial
- Build on Transportial as a developer
Administration
Users, roles, teams, settings groups and platform settings.
- Manage users
- Set up roles and permissions
- Organize users in teams
- Give groups of users the same set-up with settings groups
- Manage your sessions, password and two-factor authentication
- Set up single sign-on with SAML
- Accept the terms and conditions for your company
- Configure your environment
- Configure planning and routing for the platform
- Configure the interface, labels and translations
- Configure finance, AI, portal and fleet settings
- Manage types, attributes and pricing categories
- Set region, units and time zones
- Manage billing and your subscription
- Set up action result questionnaires
OpenMove driver app
Everything a driver does in the OpenMove mobile app.
- Install OpenMove and log in
- View and start your trips
- Accept trip offers
- Execute a stop
- Answer action questionnaires
- Collect proof of delivery
- Add and open trip documents
- Report damage and problems
- Chat with planners and colleagues
- Record your activities
- Notifications in OpenMove
- Share your location
- Use OpenMove without a connection
- Execute a trip from a shared link
- Manage your account and settings
- Transport orders and quotes in OpenMove
Desktop app
Install and use the Transportial desktop client.
Still need help?
Our support team is happy to answer any question about Transportial.