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Administration / Create a role

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Step 1.

Click on Administration then click on Roles.

Step 2.

On Roles page click on Add button.

Step 3.

On Add/Edit Role page enter Name, then click on Add on Functionality section.

Step 4.

Select options from the Functionality list that you want to add to the new role. Click Save. Repeat this process as many times as you need.

Administration / Create New User

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Step 1.

Click on Administration on the left side menu, then click on Users.

Step 2.

Click on Add in the lower left corner.

Step 3.

Enter Name, Email, Password, confirm password and then select the role of this user. Enter a phone number in the contact section.

Step 4.

Click Select Image to add a user’s photo. Click Choose File and select a photo from your computer. Click Save and click on the X in the top right corner to close the window.

Administration / How to use Support Tables

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With Support Tables, you can customize dropdown lists for over 20 inserted fields in many of the pages and forms on Smart Board.

Step 1.

Click on Support Table under Administration on the Left Side Menu.

Step 2.

Then open the drop-down menu in the Table field.

Step 3.

Click on an item on the list to add or update, then click on Add or Update.

Step 4.

Enter the name (add External ID if needed) and connect a GL account.
Once you’ve done that, click on “Save” to add or update the information.

With this option, you can add as many items on drop-down lists as needed. For example, by selecting “Deduction Type” in the Table list and clicking on “Add” you can add as many deductions as you need for your drop-down menu. Once you’ve added a deduction type, it will appear on the drop-down menu when you’re creating a deduction.

Administration / Update Company Information

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Step 1.

Select Company Info from Administration on the left side menu.

Step 2.

Scroll down to the bottom of the page and Click Update.

Step 3.

Enter the information about your Company, like Company Name, Contact, Address and upload Company Logo. You can also upload Company Files such as W-9, Insurance Certificates etc.

There are also additional fields to add information about such as DUNS, SCAC Code, CVOR and KY#. You can also add the locations of your employees (such as the office location) by clicking on “SHOW” and “Add Location”

Step 4.

If you are using a different factoring company than Compass Funding Solutions, enter information for Factoring Company Settings, Address and Factoring Charges.

Step 5.

Enter the Factoring stamp. The text you enter here will appear on your invoice when you will create it.

Step 6.

Click Save.

Administration / SubTenant

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This feature gives you the option to include additional company to your main SmartBoard account.

First, the additional company information needs to be entered.

1. Administration -> Company Info
2. Company Info -> Select your SubTenant and verify all of the information

After verifying the information for your additional company, you can now add your drivers or change the Company (“Tenant”) they are driving for. Based on the Tenant you assign here to the driver, when you create a settlement for the driver, the settlement template will have that company information.

1. Safety -> Drivers -> Tenant (dropdown menu)

Creating a load with SubTenant option

When creating a Load, everything stays the same except for the additional step where you need to select the Tenant this load will be assigned to.

1. Choose the Tenant from the dropdown menu

*You can edit the selected Tenant on the Dispatch Trip form, if needed.

*On Completed and Active Trips, you can use the filter to search for loads assigned to each Sub Tenant.

Billing & AR with SubTenant

The process of creating invoices stays the same except for the part where you need to select for which Tenant you are creating the invoices.
You can also see for which Tenant that Load was created.

Settlements with SubTenant

The process of creating settlements stays the same except at the beginning of the process, where you have additional filter Tenant, which you can use to select the Tenant you wish to process the settlements for. Drivers assigned to the selected Tenant will show for processing.

Administration / ELD Integration

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SmartBoard TMS uses modern technology that integrates with numerous partners to bring the best and most efficient trucking software solutions to your company. Some of the features you will get with the integration is the ability to automatically share vehicle GPS and driver hours of service (HOS) from your ELD provider with SmartBoard TMS. Also, you can plan trips more accurately and ensure driver hours are taken into consideration when dispatching.
SmartBoard is integrated with KeepTruckin, Samsara, M2M and GPS Tab. To find out more about the integration, please contact our Support team. To set the ELD Integration to your account, please follow up these steps.

Step 1.

Insert Driver ELD IDs from your ELD Provider on the Driver form in the ELD ID field.

Step 2.

Fill out the ELD IDs on your drivers’ trucks, on the Truck Form.

Driver HOS

When you are creating a load, you will be able to see your Drivers HOS after assigning the load to the driver.

Administration / Load Tracker

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After assigning the load you can track Driver HOS and Location by going to:
Dashboard -> Load Tracker

Here you can see information about assigned loads along with remaining distance and time to pick up or delivery locations based on the Driver’s current location. You can only see current status of the Driver and remaining hours for driving the Driver has.

Lastly, if you want to see your drivers remaining HOS you need to go to:
Safety -> Drivers -> ELD

Administration / Manage Task

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Step 1.

Select Tasks under “Management”

Step 2.

To create a new task, click on “Add New Task”

Step 3.

Create the task by adding information about it.

Task name – Name of the task
Due date – When the task should be finished (Can add a reminder beforehand)
Priority – Importance of the task (Low – Middle – High)
Description – Describing what the task is about
Checklist – Can add an item for the task (Can be completed by clicking on the checkbox)
Start Date – When the task was started
Completed Date – When the task was completed
Add Comment – Add a comment for the task
Users- Can choose which users are assigned to this task (can be one or more)
Upload Documents – Can upload a document related to the task

Step 4.

Once the task has been completed, you can finish it by adding the Completed Date and clicking on “Complete Task”

You can see all of your created tasks under “Table of Tasks” and can use the filters on the right side to search for specific tasks.

Administration / Employee directory

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Step 1.

Select “Employee Directory” under “Management”

Step 2.

To add an employee, click on “Add” and fill out the information. Once you’ve done that, click on “Add Employee” and the employee will be registered.

Step 2.1

To be able to select a location for your employees (such as an office) go to Administration > Company info and under “Location” add the location of the employees.

Step 3

Once you’ve added your employees, if there is a need to change information then you can click on “Update” and once you’re done with the changes, click on “Update Employee” to confirm the change. If the employee needs to be deleted, click on “Delete” and it will erase the employee from the list.

Administration / Scheduler

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Step 1.

Select “Scheduler” under Management

Step 2.

To add and view the schedule for all of your employees, select the working days of your employees (Week Start-End) and click on icon so you can choose which days your employees will be working.

Once you’ve clicked on a day in the calendar, a new window will open where you can choose which employee will be on-duty that day. Once the employee has been selected, click on “Save” and the employee’s name will now appear on that day.

Step 3.

To view the schedule of your employees, select a date in the calendar and it will show you the schedule of the employees for the week you’ve chosen.