Tailwind Transportation Software Training
On-Demand General Training
Get trained on YOUR schedule. Have questions? Email askjon@tailwindtms.com
Session 1: Getting Started With Tailwind Transportation Software (57 mins)
In this session you will learn how to:
- Navigate the main page and menu items
- Access learning and support pages
- Enter in your Company Information and edit your Branch Details
- Configuration - Basic Settings
- Create these Master Files:
- Personnel
- Locations
- Customer
- Vendors
- Equipment
Session 2: Streamlining Operations with Tailwind Transportation Software (55 mins)
In this session you will learn how to:
- Enter and calculate Revenue and Expense items
- Set up your Automatic Payables
- Send out customer Quotes
- Create Orders for both simple and multiple shipments
- Dispatch a Load
Session 3: Administration & Optimizing Cashflow with Tailwind Transportation Software (41 mins)
In this session you will learn how to:
- Invoice customers
- Post Bills
- Manage your Receivables
- Manage Payables
- Make Vendor Payments
- Set up and use your Personnel Pay Wizard
- Set up and use your Owner Operator Pay Wizard
- Access and use your Admin Tools
- Invoice customers
On-Demand Role Based Training
Tailwind TMS for Sales and Account Managers
Managing customers has never been easier! Learn all that Tailwind can do for your customer account management.
Tailwind TMS for Order Entry and Dispatchers
Learn about the Tailwind TMS order entry and dispatch abilities as an operations person.
Tailwind TMS for Office Administration
Learn all about the admin side of the application, including how to manage your accounts receivables and payables.