Welcome to worxTMS
This guide will help you get worxTMS up and running so you can start testing the system. You only need to complete a few basic steps to get started.
Getting Started
1
Settings
• Add your Company Info
• Add your Vehicles
• Add External Carriers if you have or use any
2
Members
• Add your First Driver
Adding the Driver will create their login details so they can access the App.
Activate Driver Tracking
On the Driver's phone, or your phone if you are testing the system, log in to the App using the Driver credentials.
Allow all requested permissions when prompted.
Then switch the tracking toggle from red to green to activate tracking.
Back on your PC
Go to Shipments. The Driver should appear on the map.
If the Driver does not appear immediately, click Shipments again to refresh the page. Continue clicking Shipments until the Driver appears on the map.
✓ You're ready to go
Once you have completed these steps, you are ready to start testing worxTMS.
What Next?
Once you have tested the basic system, you can start deciding which additional features will work best for your business. You don't need to set everything up at once.
Accounting
You will need to decide whether you want to connect your existing QuickBooks Online (QBO) or Xero accounting system, or use the free worxTMS Accounting System.
You can make this decision after you have tested the basic system and decided how you want to manage your accounting.
Address Book
Start adding your regular addresses to the Address Book.
Saving addresses you use regularly makes creating shipments faster and reduces the need to enter the same location details again and again.
Fuel & Rates
You can set up Fuel and Rates once you have completed the basic setup and tested the system.
These features can be configured when you are ready to use them.
worxLINK
Once you are comfortable with worxTMS, you can decide whether you want to use worxLINK to connect with your business partners.
If you regularly work with other transport companies, subcontractors or trusted business partners, getting them onto worxTMS allows you to connect your businesses and work together through the worxTMS network.
Instead of managing everything separately, worxLINK can make it easier to work with the people and companies you already do business with.
You can explore worxLINK when you are ready to take the next step.
Start simple. Test worxTMS first, then configure the additional features you need when you're ready.