Begin Course

Hello! Welcome to CRO University.

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Today, we're going to go over your Trucks!

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Please click, "Begin Course" to get started.

Click here to go to your Trucks.

First things first, to work on our Trucks, let's head to the Trucks page. Imagine that!

Let’s add a new Truck with the plus sign.

Right off the bat, we get a list of all your current Trucks. If you're starting fresh, this list will be empty. Either way, let's start right off with building a new truck! Please click the plus sign.

Please click here to add a name for our new Truck.

First off, I'd like to point out these required fields. We'll start with the first one: The name of your truck. Indeed, this is what your Dispatchers and Drivers will see when referring to this truck. Let's name this one after CRO University!

Now, let’s add a Region.

Perfect! The next field is the Region description. This is where you can specify which regions of your service area this truck specializes in. If they go everywhere, you can put something like "General" in here. Let's do just that...

Next, we can set a Truck Type for this new Truck.

Next is Truck Type. Now, this isn't meant for the make or model of the truck, instead it's a way to describe the types of jobs this truck does.

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We could use "Roll Off" or "Front Load" as an option, or maybe even just "Service" or "Delivery" to specify what this truck is expected to do.

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Elsewhere in CRO, we have places where you can limit the types of trucks you see, based on this option. Let's fill it in.

Click here to save this Truck.

The last option, here, is for the Vehicle Curb Weight. It's not required, but if you do fill this in then it will deduct from your future scale tickets as a "Light Weight."

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Finally, if you're one of our providers that use our Third Party Hauling system, then you can specify which company this truck is associated with.

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We'll save those details for a future course, though. For now, let's add this truck.

Now that we’ve added the new Truck to your system, let’s open it back up to set more options.

Done! This truck is now active. That said, let's jump right back into the truck and look over some more options.

Let’s assign a Driver to this new Truck.

There we go. Starting from the top, the first thing we can do is assign a Driver to this Truck. Let's start with that.

First, we need to set some Valid Drivers before we can assign one.

Oh. There are no Drivers available for this truck, even though we have Drivers in the system right now. Let's close this dropdown and we can go over how to rectify that.

Click here to add a new Valid Driver.

Sure enough... our list of Valid Drivers for this Truck is blank! Let's fix that. Click, "Add Driver."

Now, let’s select an individual Valid Driver.

See that option, there? "All Drivers" means that, with one click, you can add every Driver in your system as Valid for this truck.

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Now, that may seem like the easy option (and it is) but the main purpose of setting Valid Drivers is to make sure that a Driver isn't assigned to a Truck they can't drive. That might be due to requiring a CDL or maybe even just a Truck they aren't trained to drive.

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Let's click the dropdown to select a particular Driver.

And, now, let's make it so that Mr. CRO can be assigned to this Truck.

Let’s make Mr. CRO valid for this truck!

Click here to validate Mr. CRO.

One final click to save our settings.

Let’s move onto Valid Asset Types.

And would you look at that! There's Mr. CRO! As soon as we save this Truck, we can assign him to it. Let's go just above that spot, though, for Valid Assets.

Let’s add some Valid Asset Types, by clicking here.

That's right! We need to also tell CRO what kinds of assets this truck can carry. This might be due to some of your bins being too large for your smaller trucks, or it may just be that you want to make sure only one type of asset is used for it.

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Either way, it's another safe guard to keep your Dispatchers from accidentally assigning a job to a Driver that they cannot do.

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Go ahead and click this dropdown to select the Asset Types this truck can work with.

Let’s add ALL of the Asset Types.

Yup! We have an "All Assets" option here, too! Let's go ahead and use that.

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Just for simplicity's sake, this time around.

Remove this Valid Asset Type by clicking this trash can.

BOOM! All Asset Types are now available to this truck! Easy peasy.

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If you need to remove a certain asset type, you can use this trash can, here.

We can close this section (and clean up this page) by clicking on this (-) sign.

And it's gone! Let's close up this section, now, to clean things up a bit so we can move on.

Let’s close this one, too.

Eh, might as well close the Valid Driver's drop down, too, since we're finished with it.

Moving onto Valid Trailers.

Let's move onto Valid Trailers.

We can close this section, now.

Now, Trailers aren't quite as impactful or important as Valid Driver or Valid Asset Types, but it can certainly come in very handy. In this case, when we refer to Trailers, we're talking about one that would be attached to a truck to facilitate doing jobs.

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For example, a trailer to help carry multiple portable toilets at once! If you add a Trailer to the CRO system, then here is where you can tell CRO which trailers this truck is allowed to attach. It's as simple as that!

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Let's close the Valid Trailers selector, for now.

Let’s activate this setting by clicking on this check box.

This next option, "Out of Service" is more-or-less a light deactivation. Remember what I said in the beginning?

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Every CRO provider has an "active truck limit," which means if you want to add a new Truck to your system you'll either need to take one out of service or add to your Truck limit. In this case, a simple click of this check box makes this Truck unavailable to your dispatchers, as well as freeing up one of your Trucks in your limit! Makes it really easy to swap out trucks at a moment's notice.

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Let's click on this next option to see what it does.

All that said, let’s turn this feature back off.

Just like it says, this feature will require the Driver to enter their odometer value every time they start and end their shift. This makes it easier to log the actual distance travelled in a day!

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Now, a word of advice: if your Drivers have never started a shift in this truck before, we recommend leaving this unchecked until they start their first shift. For now, let's turn the feature off.

Click here to set a current odometer reading.

Speaking of odometers... over here, you have the option to update the last odometer reading that the Driver entered.

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Hey, we all suffer from fat-finger syndrome sometimes! Let's enter a number, just to get things started.

We can set this Truck’s default location, here.

Movin' right along, we get our Truck name, region, type and curb weight. That's all old hat, though. Over here on the right, we get the ability to override your default start and end destinations.

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These are set from the Admin page. In this case, if your Driver starts and ends their day from a Truck depot or their house, then you can enter that information, here.

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Otherwise, it will default to your Admin location. Let's enter a new location, now.

Click here to set the Capacity of this new Truck.

There we go. Any address will do! You don't have to supply the Latitude and Longitude, CRO will handle that part. Let's move onto Capacity.

Now, let’s set the Unit Of Measurement.

I've entered a number here, which will make a lot more sense in a minute.

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Now, this feature isn't one for every industry, but this is where you can enter how much a truck can hold before needing to be emptied.

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If you have a holding tank on the back of this truck, for example, you can enter a number here that corresponds to the truck's capacity. What's this UOM, though?

Only one thing left to do: Save.

Ahh, this is where you can specify whether these units are in Gallons, Liters, etc. Pretty neat!

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If you're just holding a roll off bin on the back of a truck, however, you don't have to clarify that, here. These last few options are, well, optional! You can enter the Annual Maintenance, Annual Insurance and Hourly Rate if you wish, but it's not required.

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Finally, once again, if you use our Third Party Hauler feature you can change which company this truck is associated with.

Down here at the bottom, we get two options: Save and Deactivate. Now, the Deactivate button works similarly to the "Out of Service" checkbox we saw earlier, only in this case it completely takes this truck out of circulation. The idea being that you don't expect to use that truck again (probably because it was sold or beyond repair).

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Whew! After that mouthful, let's save this truck.

And that's it! We now have added this Truck and even specified the valid Drivers, Valid Assets and everything else. The only thing left to do is... assign the Driver and get them to work!

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This concludes the course on adding new Trucks to your system and customizing them.

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Please click the “X" button at the top right.