Company Information Setup
Company Information Setup
Before using DynaTrail Dispatch for daily operations, administrators must complete their company profile information.
The Company Information tab contains the core details used throughout the system for invoices, confirmations, and other communications.
Opening Company Profile Settings
To access the Company Profile section:
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Click Settings from the main navigation menu
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Select Company Profile
This will open the Company Profile settings page where several configuration tabs are available.
Company Information Setup
Before using DynaTrail Dispatch for daily operations, administrators must complete their company profile information.
The Company Information tab contains the core details used throughout the system for invoices, confirmations, and other communications.
Opening Company Profile Settings
To access the Company Profile section:
-
Click Settings from the main navigation menu
-
Select Company Profile
This will open the Company Profile settings page where several configuration tabs are available.
Company Information Tab
The Company Information tab allows administrators to enter the basic details of their organization.
This information will appear throughout the system and on documents generated by DynaTrail Dispatch.
Administrators should complete the following fields.
Business Contact Email
This email address represents the primary contact for the company.
It may be used when sending system notifications, invoices, and other communications.
Tip
Example email: dispatch@yourcompany.com
Company Website
Enter the website address for your company.
This may appear on invoices and customer communications generated by the system.
Tip
Example website: www.yourcompany.com
Business Number
Enter your registered business number or tax identification number.
This information may appear on invoices and other official documents.
Tip
Examples may include:
Canadian Business Number (BN)
U.S. EIN
Uploading Your Company Logo
Your company logo can be uploaded within the Company Information section.
Once uploaded, the logo will automatically appear on:
• Carrier confirmations
• Customer invoices
• Other system-generated documents
To upload your logo:
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Click Upload Logo
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Select your company logo file
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Click Save Changes
Tip
A high-resolution PNG logo with a transparent background produces the best results on invoices and confirmations.
Saving Your Company Information
After entering your company details:
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Review the information for accuracy
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Click Update
Your company information will now be used throughout the DynaTrail Dispatch system.
Next Step
Continue to the next guide to configure your carrier confirmation email defaults.
Carrier Confirmation Defaults