Step 1: Configuring OpenRoad TMS Settings

When starting with OpenRoad TMS, review and configure system settings to match your company’s needs.

Accessing Settings

Click your username at the top right, select Settings from the drop-down.

1. Home

Available Trucks – No editing needed. The provided link shows your current available trucks when shared.

2. Account

• Main Info – Company details used in system emails and invoices. Upload your logo and set notification emails. For company name changes, contact support.
• Billing – Customize invoices. Details here https://help.openroadtms.com/a/solutions/articles/151000154419.
• Loads – Configure:
  • Time In/Out Mandatory – Requires time in/out for delivered loads.
  • Driver with Truck Mandatory – Drivers must have a truck assigned.
  • Driver App Time Mandatory – Requires driver app time for dispatch.
  • Don’t Allow Assign OOS Equipment – Blocks assigning out-of-service equipment.
• Trailer Equipment Types – Define trailer types (e.g., dry van, reefer).
• Line Item Types – Define items for maintenance invoicing (e.g., damage, repair).
• Compensations – Configure driver/employee compensation types.
• Payroll Schedules – Define payroll schedules for generating statements.
  
  

3. Integrations

Currently supported: Comdata, Samsara, FourKites, Prepass, EFS, QuickBooks (Desktop/Online), RTS, and Sonar.

4. Passwords

Set required passwords for sensitive actions (e.g., editing locked loads).

5. Preferences

Various feature settings, configurable as needed.

6. Access

Define user role permissions (e.g., whether admins can update driver profiles).