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🛠️ Administrator Setup Guide Your browser does not support the video tag. Welcome to DynaTrail Dispatch Before your team begins using DynaTrail Dispatch, the system administrator must complete several initial configuration steps. This guide walks y...

🛠️ Administrator Setup Guide Your browser does not support the video tag. Before using DynaTrail Dispatch for daily operations, administrators must complete their company profile information. The Company Information tab contains the core details us...

🛠️ Administrator Setup Guide Your browser does not support the video tag. Carrier confirmations are automatically generated by DynaTrail Dispatch when a load is dispatched to a carrier. The Carrier Confirmation Defaults tab allows administrators to...

🛠️ Administrator Setup Guide Your browser does not support the video tag. The Billing Defaults tab allows administrators to configure how invoices and billing communications are handled within DynaTrail Dispatch. These settings control the default ...

🛠️ Administrator Setup Guide Your browser does not support the video tag. The Driver Settlement Defaults tab allows carrier companies to configure how driver settlements and payroll calculations are handled within DynaTrail Dispatch. These settings...

🛠️ Administrator Setup Guide DynaTrail Dispatch allows companies to integrate their system with QuickBooks Online to simplify accounting and reduce manual data entry. Once connected, invoices and financial transactions generated in DynaTrail can automatica...

🛠️ Administrator Setup Guide Once your company is ready to activate billing, you can select the subscription plan that matches your company's size. DynaTrail Dispatch offers flexible plans based on the number of trucks or licenses required for your operati...

🛠️ Administrator Setup Guide After completing your company setup and activating your subscription, the next step is to add the members of your team to the system. Each person who will be working inside DynaTrail Dispatch should have their own user account....

🛠️ Administrator Setup Guide Each user in DynaTrail Dispatch has their own User Profile where they can configure personal settings and preferences. These settings allow users to customize how emails are sent and how information is displayed within the syst...

🛠️ Administrator Setup Guide The Subscription Information tab allows administrators to view the active DynaTrail Dispatch subscription assigned to their company. This page provides a quick overview of your current plan, billing period, and the number of tr...

🛠️ Administrator Setup Guide Understanding Subscription Plans The Subscription Plans section displays the available subscription tiers for DynaTrail Dispatch and allows administrators to change the company's subscription plan when needed. Subscription plan...

🛠️ Administrator Setup Guide Administrators can change the company subscription plan at any time from the Subscription Information tab. This is most commonly done when a company needs to upgrade to a larger plan to support more trucks, or downgrade to a sm...

🛠️ Administrator Setup Guide Administrators can change the company broker seat subscription at any time from the Subscription Information tab. This is typically done when a company needs to add additional broker seats for new staff members, or reduce seats...

🛠️ Administrator Setup Guide DynaTrail Dispatch uses Stripe for secure subscription billing. If you need to change the credit card used for your subscription, you can update the payment method directly from the Subscription Information page. Once updated, ...

🛠️ Administrator Setup Guide The Subscription History window lets administrators view past subscription charges and download a PDF copy of each invoice for your records. Open Subscription History Go to Settings → Company Profile → Subscription Informati...