Training
How to use WALS TMS
A practical walkthrough for dispatch, loads, accounting, fleet, maintenance, safety, and daily command-center review. Built for onboarding new users without exposing any customer tenant data.
Daily Workflow
Start from the dashboard, then work the load lifecycle
The training flow teaches users to review operational health first, then move through dispatch, load records, documents, accounting, and fleet follow-up.
Review the dashboard
Check dispatch readiness, active loads, revenue, net profit, accounting exposure, and recent operational activity.
Manage dispatch activity
Assign drivers, monitor load status, coordinate pickup and delivery movement, and identify exceptions early.
Update load records
Search, filter, edit, and verify broker, driver, truck, trailer, dates, references, rates, driver pay, profit, and mileage.
Close the back office loop
Prepare settlements, invoices, fuel imports, advances, maintenance items, safety reminders, and documents.
Command Center
Dashboard training view
Use the command dashboard to teach managers where to look first each morning and how to spot items that need attention.
Load Management
Search, filter, and update load records
The load workspace training focuses on record accuracy, status updates, broker details, driver assignment, pickup and delivery dates, rates, driver pay, and profit visibility.
Training Video
Watch the WALS TMS training walkthrough
Use this video to onboard dispatch, accounting, fleet, maintenance, safety, and operations users with a consistent daily workflow.
WALS TMS training walkthrough hosted on Vimeo.
Storyboard
Training video outline
1. Orientation
Introduce WALS TMS, the sidebar modules, tenant workspace, and the role of the dashboard.
2. Dispatch
Show active loads, assignments, status movement, route details, and exception handling.
3. Loads
Walk through searching, filtering, opening, editing, and verifying load records.
4. Accounting
Explain settlements, driver pay, fuel, advances, deductions, invoices, and accounting exposure.
5. Fleet & Safety
Review drivers, equipment, maintenance, compliance reminders, and safety follow-up.
6. Wrap-Up
Close with a repeatable daily checklist and an invitation to book a guided training session.