Tailwind TMS FAQs

• Remote Support
• On-Demand Training
• Using the Carrier Portal
• Setting Up your Carrier Portal
• Using the Customer Portal
• Setting Up your Customer Portal
• Using the Load Boards
• Quickbooks Desktop Sync
• Syncing to Quickbooks Online
• SMS Messaging
• Scheduling a Bill
• Samsara
• SaferWatch
• RMIS
• POD Complete – Registering Drivers
• MacroPoint Integration & Tracking
• Integrating with Trucker Tools’ Smart Capacity
• Importing POD’s
• Importing Fuel Files
• EZ Check-In
• EDI
• Creating an Integration Token
• ACE/ACI Integration with Border Connect
• Working with Revenue & Expense Items
• System Configuration Basics
• Setting Up Automatic Payables
• Revenue and Cost Allocation
• Managing User Accounts & Product Subscription
• Fuel Surcharges and FSC Schedules
• Customizing your Documents
• Configuring Email Templates
• Using the Incoming Bill Wizard
• Setting Up and Using Batch Invoice Codes
• Sending an Order to Invoicing
• Processing Incoming Payments
• Posting and Transmitting Invoices
• Paying Your Bills – Vendor Pay
• Paying Personnel, Drivers & Owner Operators
• Payables & Receivables Lists
• Factoring your Invoices
• Creating and Posting a Bill
• Cheque Clearing & the Deposits List
• Adjusting a Posted Bill
• Working with Dispatches
• Using the Electronic Load & Rate Confirmation System
• Tasks
• Scheduling Orders
• Modifying an Existing Quote
• Modifying an Existing Order
• Equipment Status
• Dispatching an Order
• Creating an Order
• Creating a Quote
• Converting a Quote to an Order
• Advanced Orders & Dispatching
• Uploading your Company Logo
• Importing your Data
• Exporting your Data
• Using the Advanced Search
• Creating and Editing Personnel
• Creating and Editing Locations
• Creating and Editing Equipment
• Creating an Owner/Operator
• Creating a Vendor
• Creating a Customer
• Searching the List Views
• Operations Overview
• Navigating the Tailwind Application
• Changing your Password
• Administration Overview
• Getting Started