Welcome to the EZ Loader TMS Training Academy
Welcome to the EZ Loader TMS Training Academy!
This is the place for all things training related, including tutorials regarding everything you need to know about mastering EZ Loader TMS.
Below you will find links directing you to Training Modules. These modules are organized in sequence. Investing the time to work through each in order will equip you to utilize everything EZ Loader TMS has to offer!
Each module will walk you through your training utilizing text and video based tutorials.
If you prefer to be guided step-by-step via video based tutorials, click the following link to continue and access the
EZ Loader Training Academy Video Hub
Module 1 - Setup - Getting Started
1.1 - Logging In & E-Signature Setup
1.2 - Uploading Company Documents
1.3 - Integrations - DAT / Truckstop
1.4 - Integrations - Saferwatch
Module 2 - Getting to Know EZ Loader TMS
2.1 - Main Menu & Action Buttons
2.2 - Status Driven TMS
2.3 - Load Search
2.4 - Task Queue
Module 3 - Creating a Customer
3.1 - Adding a Prospect
3.2 - Promote Prospect to Customer
3.3 - Customer Profile Requirements to be Active
3.4 - Customer Profile Overview
3.5 - Finding Your Customer Profiles
Module 4 - Creating a Carrier
4.1 - Adding a New Carrier
4.1.a Understanding the Carrier Onboarding Webform
4.2 - Carrier Profile Requirements to be Active
4.3 - Carrier Profile Overview
4.4 - Searching for a Carrier
Module 5 - Creating a Load
5.1 - Creating a New Load
5.2 - New Load Wizard - 3 Step Process
Module 6 - Digital Rate Confirmation
6.1 - Rate Confirmations - Digital vs. Manual
Module 7 - Load Page Details
7.1 - Load Page Overview
7.2 - Load Page - Detail Section
7.3 - Copying a Load
7.4 - Load Page - Customer & Carrier Profiles
7.5 - Load Page - Accounting Section
7.6 - Load Page - Check Calls
Module 8 - Posting to Your Load Boards
8.1 - Posting to Load Boards from EZ Loader TMS
Module 9 - Using the CRM for Prospecting
9.1 - Building a Prospect
9.2 - The Prospect Profile
9.3 - Prospect Statuses and Buckets
9.4 - Searching for a Prospect
9.5 - Promoting a Prospect to a Customer
Module 10 - Processing a Load
10.1 - REVIEW: Load Page & Status Changes
10.2 - After a TL Load is "Delivered" (Starter Subscription)
10.3 - After a TL is "Delivered" (Business & Business Pro Subscriptions)
Module 11 - Accounting Process
11.1 - Accounting Settings - Customer Profiles
11.2 - Uploading Load Documents for Invoicing
11.3 - Creating Customer Invoices (Starter Subscription)
11.4 - REVIEW: Load Page & Invoicing
11.5 - Adding Customer & Carrier Payments to a Load
11.6 - Approving a New Factoring Company Request from Carrier Onboarding
11.7 - Adding a Vendor to a Load Profile
If you have a question about this section, please submit a support ticket by clicking the menu at the top right (circle with your initials) Then click Support Ticket.
Module 12 - Quickbooks Sync
12.1 - Quickbooks Online Integration Setup
12.2 - Quickbooks Sync Overview
12.3 - Quickbooks Sync Schedule
Module 13 - Dashboard & Reporting
If you have a question about this section, please submit a support ticket by clicking the menu at the top right (circle with your initials) Then click Support Ticket.