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Knowledge base
Dr Dispatch - General
Getting Started
14
How to Install Dr Dispatch
How To Upgrade Dr Dispatch
License Activation
Quick Help with Dr. Dispatch - What Is the Blue '?' Found On the Program Screens?
Networking DrDispatch (multiple users)
View all 14
FAQ
4
Should I save Installation and Upgrade files?
Hardware Requirements
What is a station license ( user ) and does every computer need it's own?
How can I speed up my Dr. Dispatch Program?
Re-installing Dr Dispatch Or Adding Dr Dispatch To A New Computer
3
If you DO HAVE a current support plan and want to add or replace a PC
If you DO NOT HAVE installation/upgrade files for your version (latest requires active support)
Adding a DRD8 Workstation
Settings Menu
28
BROKERAGE Company Information
Brokerage Factoring
Brokerage Invoice Setup
Brokerage Preferences
Carrier Rate Confirmation
View all 28
Emailing from DRD
6
Email Setup
Using Gmail with DrDispatch
Using Yahoo with DrDispatch
Using Yahoo Small Business Email with DRD
How To Text Drivers Using The Email Feature
View all 6
Adding Loads, Customers, Equipment, and other records
5
Adding a Customer in Trucking Dispatch
Trucking Load Entry
Adding a Customer in Brokerage Dispatch
Adding a Carrier in Brokerage Dispatch
Brokerage Load Entry
Exporting Data to a Spreadsheet
2
Exporting Grid Data (i.e. Excel Spreadsheet)
How to change your file export path
Changing Pro Number Sequence
1
Changing Pro Number Sequence
Custom Forms
2
Custom Rate Confirmations (Brokerage)
Custom Invoices
Canadian Version Info
1
Using Canadian Currency
Running The Dr. Dispatch Update Manager
1
Update Manager
Shared Folder Permissions
1
Configuring Shared Folder Permissions
Firewall and Antivirus Software
2
Which Firewall & Antivirus Software Should I Use?
Windows Firewall Configuration
Dr Dispatch - Cloud
Setup and Use
7
DRD Cloud - Logging Into the Remote Desktop (webclient)
DRD Cloud - Logging Into the Remote Desktop (RDP)
DRD Cloud Setup - RDP for Windows (Terminal Services)
DRD Cloud Setup - RDP for Mac PCs
DRD Cloud Setup - RDP for iOS
View all 7
Troubleshooting
3
2 monitor vs 1 monitor - RDP Settings for DRD Cloud users ( Windows only )
DRD Cloud - Web Access - Bottom of the screen is missing
WebRD - I can't enter times or dates into DRD when I connect using the DRD Cloud website
How To Videos
Videos
14
Dr Dispatch Overview
Quickstart-Setup
Installing on A Network
Fuel Import Module - Video
General Data Entry
View all 14
Brokerage
Brokerage Load Entry
5
Brokerage Load Entry
Brokerage Customer Rate screen
CSA / FAST / CTPAT Support
Paying a CARRIER the same on every load
How do I split a load for Cross Docking or running 2 or more carriers in Brokerage?
Brokerage Invoicing, Accounts Receivable, Accounts Payable
6
Brokerage Invoicing
Brokerage Invoicing - Accounts Receivable (A/R)
Brokerage Invoicing - Accounts Payable (A/P)
Brokerage Invoicing - Reports
Brokerage Invoicing - Utilities
View all 6
Posting Loads On Internet Load Boards
2
How To Setup Web Load Posting
How to Post and Manage Loads on Web Based Load Boards
Trucking
Trucking Load Entry
3
Trucking Load Entry
Text Drivers with Twilio SMS Integration
Adding/Editing Drivers
Truck Invoicing and Accounts Receivable
2
Trucking Invoicing
Trucking Accounts Receivable (A/R)
Dispatch Screen->List/Description of ALL BUTTONS and MENUS
20
New Load Button
find Load button
'Find Trk' Button
Print Button (drv sheets, loadsheets, customer confirmation, BOL) button
Tracking (CheckCalls) button
View all 20
Dispatch -> All TABS and SCREENS
10
DISPATCH (load Entry) Tab
Load Planning-LTL(tab)
LOADBOARD (tab)
Templates/Lanes
Drivers (tab)
View all 10
Driver Payroll
6
Setting up Driver Pay for use
Getting 1099 amounts for end of year
Reversing Driver Payroll
Adding Expenses To Driver Payroll
Adding Advances To Driver Payroll
View all 6
Splitting a load
1
Splitting a Load with Two or More Trucks
Troubleshooting
Common Problems
13
Grid Columns Order No Longer Saves
Missing Columns in Trucking Dispatch
Missing Columns in Brokerage Dispatch
Dr Dispatch is running slow
Exporting to a PDF Gives Garbage Text or No Text At All
View all 13
I cannot connect to my server/data?
10
Dr Dispatch Is Displaying the Wrong Database
I cannot connect to my server/data?
"Open DrDispatch Database" screen does not show any Dr Dispatch Servers!
Dr. Dispatch Losing Connection To Server Intermittently
Finding and Disabling Extra/False Nexus Servers
View all 10
Email
2
Email Troubleshooting (Video)
Gmail Error during Email Setup: "Please log in via your web browser and then try again."
Partner Integrations
Saferwatch
1
Introduction to Saferwatch Video
ProMiles
2
Setting Up ProMiles with Dr Dispatch
Using ProMiles Integration
PC Miler
1
PC Miler Connect
MacroPoint
2
MacroPoint Real Time Check Call & Truck Tracking Module
How to Track Loads via MacroPoint
Peoplenet
1
Initial Setup
DocuSign
1
DocuSign Integration
Quickbooks Integration
Important! Please Read.
1
*** Important! Please Read Before Exporting Invoices To QuickBooks. ***
QuickBooks - Integration Setup
5
Setting Up QuickBooks Integration (Trucking)
Setting Up QuickBooks Integration (Brokerage)
QuickBooks - Setting Up 1099 Driver Pay
QuickBooks - Setting Up an Advance Taken Account
QuickBooks - Factoring Setup
QuickBooks - 'HowTo' Videos
6
Invoicing With QuickBooks (Video)
Introduction To QuickBooks Integration
Setting Up Quickbooks Networking - Required For Multiple Users (Video)
Setting Up QuickBooks Integration - Trucking (Video)
Setting Up and Using Factoring (Video)
View all 6
QuickBooks Online
3
QBO - QuickBooks Online Integration Setup
QBO - Factoring Use and Setup
QBO - 1099 Driver Pay
Quickbooks - General
9
How To Change Line Items & Accounts In Dr. Dispatch
Factoring Setup
1099 Driver Pay
Setting Up Classes In QuickBooks and Dr. Dispatch
Exporting Invoices To QuickBooks
View all 9
QuickBooks - Troubleshooting / Errors
14
Quickbooks - "String Too Long" error when exporting a batch
QuickBooks: The name "...." of the list element is already in use
Error: Could Not Start QuickBooks
"There is an invalid reference to QuickBooks Item "xxxxx" in the invoice line"
Integration no longer works when upgrading Quickbooks 2014 to R6 on Windows XP
View all 14
Add-On Modules
Multi-User Security
3
Multi-user Security
Setting Up Individual Users: Quick Reference
Multi-User Security - Offices
Scanning and Attaching Documents
2
Setting Up The Document Scanning Feature
Scanning & Attaching Tips
DRD Cloud Backup
0
Customer Tracking Portal
1
Setting up the Customer Tracking Portal
FuelTax
2
FuelTax module
FuelTax - Importing Fuel Data
Data Management (For IT Use)
Advanced Users
6
Shared Folder Permissions
How to Use Dr Dispatch's Built-In Backup (DRD7 Only)
Creating Separate Shortcuts For Multiple Databases
Upgrading Archived & Secondary Databases After Upgrading Your Server
Manual Database Backup (DRD7 Only)
View all 6