ADMIN

The administration training is aimed specifically at company’s managers who have access to the management and configurations of the TowSoft platform as well as to all reports included in it. Attention, giving admin rights to a user will allow him/her to modify how the software functions and to know financial data on the activity of the company.

Workshop
Lessons
Completed

1- Company & Options

Setting Obligations & Warnings for Drivers

In this lesson, we show you how to set up obligations or warnings to help with the full documentation of calls.

Lesson 1

How 3DS Payment Works – Payment Link

How to configure payment links with the 3DS system.

Changing the ringtone for incoming calls on TS4 (company wide)

In this lesson, we show you how to change the notification sound/ringtone for incoming calls for all company users on TS4.

2- User Management

Switch Your Users to the TS4 Mobile App

In this lesson, we demonstrate which options need to be changed in the TowSoft system in order to switch specific users to TS4.

3- Client Management

Create or modify a client in TowSoft

In this lesson, we walk through the process of creating a new client in TowSoft (or modifying one).

Configure an Order Portal for Your Clients (Intranet)

Débutant

In this lesson, we show you how the client order portal, also known as the intranet, works.

4- Fleet Management

HOOK/UNHOOK Feature – Asset & Equipment Traceability

Understand the HOOK/UNHOOK feature to keep track of the position of your assets when they are sent to different places.

5- Searches & Reports

  • New

GPS Tracking Report

In this lesson, we explain how to consult and use the GPS tracking report.

6- Admin Tasks

Lesson 1
  • New

Custom Documents Module

Débutant

In this lesson, we show you how the customizable documents module works.

  • New

Planning/Scheduling price changes for your items (in bulk)

Débutant

In this lesson, we provide an overview of the Price change module.