Setup Your worxTMS Account & Tracking System – Transport Management Software

Setting Up Your worxTMS Transport Management System

Follow these steps to create your worxTMS account, connect your tracking system, and start monitoring your vehicles.

💡 Very Important: Customers and Services are managed within your accounting system. worxTMS integrates with your system, so these records will sync automatically. We will Setup the worxTMS system first then get to the Accounting Integrations! Need help? Our help videos are here to guide you.

worxTMS Help Video

🖥️ Pro Tip: Open this guide on another screen or on your mobile device so you can tick the checkboxes as you complete each step. Every page also has a small video icon—click it to watch a help video for instructions or guidance if you get stuck. This ensures you follow every step correctly and don't miss anything.

Quick Overview

Here's what you'll do to get worxTMS up and running. Scroll down for detailed instructions on each step:

  1. Create Your worxTMS Account — Register and activate your account
  2. Activate & Log In to the Tracking System — Access your tracking dashboard
  3. Configure worxTMS Settings — Add company details, vehicles, and carriers
  4. Add Drivers and Office Staff — Set up team members and download the app
  5. Integrate Your Accounting System — Connect QuickBooks, Xero, or FrontAccounting
  6. Optional: Add Your Customers — Give customers access to track shipments

Step 1: Create Your worxTMS Account

  • Go to worxTMS.com and click Register.
  • Enter your Name, Username, a Strong Password, Confirm it and your Valid Email Address, then click "Register".
  • Check your email inbox for an activation message. If you don't see it, look in your Spam or Junk folder. Open the email and click the activation link to confirm your account.
  • Once confirmed, you can log in to your new worxTMS account.

Step 2: Activate & Log In to the Tracking System

  • From your worxTMS account, on the Top Menu, click "Tracking" to open the Tracking System.
  • Click the "Activate" button — your account will be automatically created and activated.
  • Then click the "Login" button to access your Tracking Dashboard.

Step 3: Configure worxTMS "Settings" Page!

  • In worxTMS, go to Settings on the Top Menu.
  • Complete your Company Settings Tab. 
  • Add your Vehicle Registrations.
  • Add your Carrier / Subby's Names.

Step 4: Add Drivers and Office Staff

Add your team members to worxTMS so they can access the system with their own credentials. The process is the same for both Drivers and Office Staff:

  • Go to the "Members" page in worxTMS.
  • Add the Username.
  • Add the Password.
  • Repeat the Password to confirm.
  • Set the Member Type to either "Driver" or "Office Staff" depending on their role.
  • Enter the Email Address — we will send the username and password to this email, so make sure it is a valid email address.
  • Team members can now download the appropriate worxTMS App and log in with these credentials.

Download the worxTMS App:

  • Android — Direct Download (Not yet published on Google Play)

    Highlight, Copy and Paste this Link in Drivers WhatsApp:

    https://worxtms.com/android.apk

    Share this link with drivers until the app is published on Google Play.

  • iPhone — Coming Soon
  • Android (Google Play) — Coming Soon

⚠️ Very Important: Do NOT add any Driver or User information inside the Tracking system. All Drivers and Office Staff must be created only via the "Members" page in worxTMS.

Once added, worxTMS automatically creates and manages these users in the tracking system for you. Adding or editing users directly in the tracking system will cause syncing issues and incorrect data.

Finally: Integrate Your Accounting System

To complete your worxTMS setup, connect your Accounting System so Customers & Services sync automatically. Choose your system below and follow the instructions:

Optional: Give your Customers Access

Your customers can access worxTMS to add their own shipments and live track them print consignment notes etc.... To do this, you'll need an accounting system integrated with worxTMS to link customers.

  • Go to the "Members" page in worxTMS.
  • Add the Customer Username.
  • Add the Customer Password.
  • Repeat the Customer Password to confirm.
  • Set the Member Type to "Customer".
  • Select the Customer Link — link to the customer record from your accounting system. This allows worxTMS to generate invoices and sync shipment data.
  • Enter the Customer Email Address — we will send the login credentials to this email, so make sure it is a valid email address.
  • Your customers can now log in to worxTMS to create shipments and track them in real-time.

💡 Pro Tip: Not planning to integrate with your existing accounting system? You can still give your customers access to track shipments! Simply integrate our Free FrontAccounting System as a lightweight solution. It takes just minutes to set up and provides a simple place to add and link your customers to worxTMS — allowing them to log in and track in real-time without needing your full accounting integration.