How can we help you?
Step-by-step guides for everything you do in Transportial, from your first login to automating your whole operation.
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, consignments and goods.
- Create a transport order
- Create a transport order from a file or email
- Add consignments and goods
- Add loading, unloading and other actions
- Find and manage transport orders in the list
- Edit, duplicate, cancel or remove a transport order
- Share a transport order and its tracking
- Accept, decline and plan a transport order
- Add documents to a transport order
- Prices, costs and invoices of a transport order
- Use order templates
- Download a transport order PDF
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
- Plan trips on the map
- Use map layers and overlays
- Calculate a route with the route planner
- Create trips with the optimizer
- Split consignments into legs with the bulk trip planner
- Monitor consignments with Watchtower
- Handle planning exceptions
- Use planning recommendations
- Set up schedule routes
- Offer a trip to nearby drivers
- Planning settings
Trips
Build trips, assign resources and follow execution live.
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
Drivers
Driver records, availability, activities and certificates.
Customers & locations
Businesses, contacts, addresses, contracts and the customer portal.
Finance
Pricing, quotes, invoices, transactions and administrations.
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
- Organise 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
- 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
- Organise 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
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.