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.](/en-us/help/environment-setup)

## Getting started

Sign in, find your way around and set up your personal preferences.

* [What is Transportial?](/en-us/help/what-is-transportial)
* [Create an account or accept an invitation](/en-us/help/create-an-account)
* [Log in and keep your account secure](/en-us/help/log-in-and-security)
* [Find your way around the interface](/en-us/help/navigating-the-interface)
* [Search across Transportial](/en-us/help/global-search)
* [Use keyboard shortcuts](/en-us/help/keyboard-shortcuts)
* [Use the dashboard and its tabs](/en-us/help/dashboard-views)
* [Filter, sort and arrange lists](/en-us/help/filters-and-tables)
* [Change your personal settings](/en-us/help/personal-settings)
* [Follow the in-app tutorials](/en-us/help/in-app-tutorials)
* [Set up your platform with the setup wizard](/en-us/help/platform-setup-wizard)
* [Get help and report a problem](/en-us/help/get-help-and-support)

## Transport orders

Create, import and manage orders, shipments and goods.

* [Create a transport order](/en-us/help/create-transport-order)
* [Create a transport order from a file or email](/en-us/help/import-transport-order-from-file)
* [Add shipments and goods](/en-us/help/consignments-and-goods)
* [Add loading, unloading and other actions](/en-us/help/transport-order-actions)
* [Find and manage transport orders in the list](/en-us/help/transport-order-list)
* [Edit, duplicate, cancel or remove a transport order](/en-us/help/edit-duplicate-cancel-transport-order)
* [Share a transport order and its tracking](/en-us/help/share-transport-order-tracking)
* [Accept, decline and plan a transport order](/en-us/help/process-transport-order)
* [Add documents to a transport order](/en-us/help/transport-order-attachments)
* [Prices, costs and invoices of a transport order](/en-us/help/transport-order-financials)
* [Use order templates](/en-us/help/transport-order-templates)
* [Download a transport order PDF](/en-us/help/transport-order-pdf)

## Planning

Plan work on the plan board, planner, map and optimizer.

* [Plan with the plan board](/en-us/help/plan-board)
* [Set up the plan board](/en-us/help/plan-board-settings)
* [Plan trips on the planner timeline](/en-us/help/planner-timeline)
* [Plan trips on the map](/en-us/help/map-planning)
* [Use map layers and overlays](/en-us/help/map-layers)
* [Calculate a route with the route planner](/en-us/help/route-planner)
* [Create trips with the optimizer](/en-us/help/optimizer)
* [Split shipments into legs with the bulk trip planner](/en-us/help/bulk-trip-planner)
* [Monitor shipments with Watchtower](/en-us/help/watchtower)
* [Handle planning exceptions](/en-us/help/exceptions-view)
* [Use planning recommendations](/en-us/help/recommendations)
* [Set up schedule routes](/en-us/help/schedule-routes)
* [Offer a trip to nearby drivers](/en-us/help/first-to-accept-dispatch)
* [Planning settings](/en-us/help/planning-settings)

## Trips

Build trips, assign resources and follow execution live.

* [Create a trip](/en-us/help/create-a-trip)
* [The trip detail panel](/en-us/help/trip-detail)
* [Assign a vehicle, driver and equipment](/en-us/help/assign-vehicle-and-driver)
* [Work with stops and actions](/en-us/help/trip-actions-and-stops)
* [Trip statuses: confirm, start and finish](/en-us/help/trip-status-lifecycle)
* [Send a trip to the driver](/en-us/help/send-trip-to-board-computer)
* [Follow a trip live](/en-us/help/track-trip-live)
* [Cancel, remove or split a trip](/en-us/help/cancel-or-split-trip)
* [Trip costs and revenue](/en-us/help/trip-costs-and-revenue)
* [Forward a trip to a partner](/en-us/help/forward-trip-to-partner)
* [Trip documents, CMRs and PDFs](/en-us/help/trip-documents-and-cmr)

## Fleet & equipment

Vehicles, trailers, sensors, board computers, fuel and pallets.

* [Add and manage vehicles](/en-us/help/vehicles)
* [View a vehicle's trips, map and activity](/en-us/help/vehicle-detail)
* [Manage trailers and other means of transport](/en-us/help/transport-equipment)
* [Group vehicles](/en-us/help/vehicle-groups)
* [Set up fleets and fleet numbers](/en-us/help/fleets)
* [View and compare sensor data](/en-us/help/sensors)
* [Register board computers](/en-us/help/board-computers)
* [Set up terminals](/en-us/help/terminals)
* [Keep track of tires](/en-us/help/tires)
* [Record damage to vehicles and equipment](/en-us/help/vehicle-damages)
* [Review fuel and energy transactions](/en-us/help/fuel-transactions)
* [Check pallet balances](/en-us/help/pallet-balances)
* [Monitor compliance](/en-us/help/compliance)

## Drivers

Driver records, availability, activities and certificates.

* [Add and manage drivers](/en-us/help/chauffeurs)
* [Invite a driver to OpenMove](/en-us/help/invite-driver-to-openmove)
* [Plan driver availability](/en-us/help/driver-activities)
* [Use the drivers planner](/en-us/help/chauffeur-planner)
* [Record driver licenses and certificates](/en-us/help/driver-certificates)
* [Review drivers](/en-us/help/driver-reviews)
* [Check driving times and driving style](/en-us/help/driving-times-and-driving-style)
* [Log complaints](/en-us/help/complaints)
* [Record bans and service cards](/en-us/help/driver-bans-and-service-cards)

## Customers & locations

Businesses, contacts, addresses, contracts and the customer portal.

* [Manage businesses](/en-us/help/businesses)
* [Manage contact persons and contact details](/en-us/help/contacts)
* [Manage locations](/en-us/help/locations)
* [Set up a geofence on a location](/en-us/help/location-geofences)
* [Manage customer contracts](/en-us/help/contracts)
* [Set up capacity contracts with carriers](/en-us/help/capacity-contracts)
* [Set up the customer portal](/en-us/help/customer-portal)
* [Use the customer portal](/en-us/help/use-the-customer-portal)

## Finance

Pricing, quotes, invoices, transactions and administrations.

* [Work in the Financial view](/en-us/help/financial-view)
* [Set up price configurations](/en-us/help/pricing)
* [Price modules explained](/en-us/help/price-modules)
* [Use variable price indexes](/en-us/help/variable-price-indexes)
* [Pricing categories and cost elements](/en-us/help/pricing-categories)
* [Tax rates and VAT rules](/en-us/help/tax-rates)
* [Create and send quotes](/en-us/help/quotes)
* [Create, send and follow up invoices](/en-us/help/invoices)
* [Incoming invoices and approvals](/en-us/help/incoming-invoices-and-approvals)
* [View transactions](/en-us/help/transactions)
* [Set up administrations](/en-us/help/administrations)

## Marketplace

Publish tenders, place bids and find return loads.

* [The marketplace](/en-us/help/marketplace-overview)
* [Publish a tender](/en-us/help/publish-a-tender)
* [Review and accept bids](/en-us/help/review-and-accept-bids)
* [Bid on a tender](/en-us/help/bid-on-a-tender)
* [Search the freight exchanges](/en-us/help/search-freight-exchanges)
* [Return loads](/en-us/help/return-loads)

## Communication

Chat, email, notifications, templates, automations and to-dos.

* [Chat with colleagues and drivers](/en-us/help/messages-and-chat)
* [Send a message to several chats at once](/en-us/help/send-message-to-multiple-chats)
* [Manage a chat](/en-us/help/manage-a-chat)
* [Keep your chats at hand with the pinned chat](/en-us/help/pinned-chat)
* [Read and send emails in Transportial](/en-us/help/emails)
* [Connect and share email inboxes](/en-us/help/email-inboxes)
* [View and manage notifications](/en-us/help/notifications)
* [Create message templates for chat](/en-us/help/message-templates)
* [Send messages automatically with message automations](/en-us/help/message-automations)
* [Write the message and add attachments to an automation](/en-us/help/message-automation-content)
* [Work with to-dos](/en-us/help/todos)
* [Organize to-dos on boards and lanes](/en-us/help/todo-boards)
* [Handle alerts](/en-us/help/alerts)
* [Set up alerts and alert rules](/en-us/help/alert-rules)

## Documents

Files, CMRs and document templates.

* [Find and manage documents](/en-us/help/documents)
* [Create and manage document templates](/en-us/help/document-templates)
* [Design a document template](/en-us/help/document-designer)
* [Download a document from a template](/en-us/help/download-document-from-template)
* [Print CMR documents](/en-us/help/cmr-documents)

## Insights & dashboards

Reports, management dashboards and your own dashboards.

* [Run a report on the Insights tab](/en-us/help/insights)
* [Build your own report with the query builder](/en-us/help/reporting-query-builder)
* [Ask the AI assistant about your data](/en-us/help/insights-ai-assistant)
* [Use the operational management dashboard](/en-us/help/management-dashboards)
* [Use the financial management dashboard](/en-us/help/financial-management-dashboard)
* [Monitor your fleet in the Fleet FMS view](/en-us/help/fleet-fms-view)
* [Compare sensor readings between vehicles](/en-us/help/fleet-fms-compare-vehicles)
* [Set up geofences](/en-us/help/fleet-fms-geofences)
* [Build your own dashboard](/en-us/help/custom-dashboards)
* [Embed a widget on your website](/en-us/help/widgets)

## Integrations & automation

Connect other systems, use the App Store and build workflows.

* [Connect other systems with integrations](/en-us/help/integrations)
* [Set up a preset integration](/en-us/help/set-up-preset-integration)
* [Build a self-configurable integration](/en-us/help/self-configurable-integration)
* [Give a partner API access](/en-us/help/api-access-integration)
* [Read documents with a file template integration](/en-us/help/file-template-integration)
* [Monitor an integration](/en-us/help/integration-logs)
* [Test an integration](/en-us/help/integration-tests)
* [Install apps from the App Store](/en-us/help/app-store)
* [Automate work with workflows](/en-us/help/workflows)
* [Build a workflow in the designer](/en-us/help/workflow-designer)
* [Import data from a file](/en-us/help/data-importer)
* [Connect an AI assistant to Transportial](/en-us/help/connected-apps)
* [Build on Transportial as a developer](/en-us/help/developer-portal)

## Administration

Users, roles, teams, settings groups and platform settings.

* [Manage users](/en-us/help/users)
* [Set up roles and permissions](/en-us/help/roles-and-permissions)
* [Organize users in teams](/en-us/help/teams)
* [Give groups of users the same set-up with settings groups](/en-us/help/settings-groups)
* [Manage your sessions, password and two-factor authentication](/en-us/help/security-settings)
* [Set up single sign-on with SAML](/en-us/help/saml-single-sign-on)
* [Accept the terms and conditions for your company](/en-us/help/terms-and-conditions)
* [Configure your environment](/en-us/help/platform-settings)
* [Configure planning and routing for the platform](/en-us/help/platform-planning-and-routing-settings)
* [Configure the interface, labels and translations](/en-us/help/platform-interface-and-label-settings)
* [Configure finance, AI, portal and fleet settings](/en-us/help/platform-finance-ai-and-fleet-settings)
* [Manage types, attributes and pricing categories](/en-us/help/types-and-attributes)
* [Set region, units and time zones](/en-us/help/region-settings)
* [Manage billing and your subscription](/en-us/help/billing-and-subscription)

## OpenMove driver app

Everything a driver does in the OpenMove mobile app.

* [Install OpenMove and log in](/en-us/help/openmove-install-and-log-in)
* [View and start your trips](/en-us/help/openmove-trips)
* [Accept trip offers](/en-us/help/openmove-trip-offers)
* [Execute a stop](/en-us/help/openmove-execute-a-stop)
* [Answer action questionnaires](/en-us/help/openmove-questionnaires)
* [Collect proof of delivery](/en-us/help/openmove-proof-of-delivery)
* [Add and open trip documents](/en-us/help/openmove-trip-documents)
* [Report damage and problems](/en-us/help/openmove-damage-and-issues)
* [Chat with planners and colleagues](/en-us/help/openmove-chat)
* [Record your activities](/en-us/help/openmove-activities)
* [Notifications in OpenMove](/en-us/help/openmove-notifications)
* [Share your location](/en-us/help/openmove-location-sharing)
* [Use OpenMove without a connection](/en-us/help/openmove-offline-use)
* [Execute a trip from a shared link](/en-us/help/openmove-shared-trip-link)
* [Manage your account and settings](/en-us/help/openmove-settings)
* [Transport orders and quotes in OpenMove](/en-us/help/openmove-transport-orders-and-quotes)

## Desktop app

Install and use the Transportial desktop client.

* [Install Transportial Desktop](/en-us/help/desktop-install)
* [Work with windows and pop-outs](/en-us/help/desktop-windows-and-popouts)
* [Desktop notifications and updates](/en-us/help/desktop-notifications-and-updates)
* [Desktop settings and environments](/en-us/help/desktop-settings-and-environments)
* [Troubleshoot Transportial Desktop](/en-us/help/desktop-troubleshooting)

## Still need help?

Our support team is happy to answer any question about Transportial.

[Contact support](/en-us/contact)[Report an issue](/en-us/report-issue)

---
Canonical page: https://transportial.com/en-us/help