User Guide
One page for each job you do in Happy Tactic. Every page has numbered steps, a picture of the screen with a red box around what to click, what you should see next, and what to do if something goes wrong. The same guides play inside the app: press Show me how in the Help menu.
The pictures use made-up names, numbers and addresses, so what you see on your own screen will have your own data.
Checking carriers and drivers
- Verify a carrierCheck that a carrier is who they say they are before you book them, and get one clear answer: OK to book, Needs your review or Do not book.8 steps · with pictures
- Read a verification resultFind out whether you can book a carrier, why we say so, and what to do next.8 steps · with pictures
- Check a driverSend a driver a link on their phone so they can prove who they are before they pick up your freight.5 steps · with pictures
Moving a load
- Create a load and book a carrierEnter a load for your customer, then book a verified carrier on it.10 steps · with pictures
- Send the rate con and dispatchSend the carrier their rate confirmation, add the driver and truck, and send the dispatch sheet.8 steps · with pictures
- Track the loadGet the driver’s location on the road, see where the load is, and log check calls.7 steps · with pictures
Getting paid and paying carriers
Setting up your company
- Invite your teamAdd a teammate to your company and choose what they can see and do.4 steps · with pictures
- Set up automatic stepsChoose which jobs Happy Tactic does for you, like making invoice drafts and sending reminders.5 steps · with pictures
- Bring in your old dataLoad your customers, carriers, drivers, loads and more from a spreadsheet exported from your old system.8 steps · with pictures
More about the app
Looking for how the menu is organized, what the dashboards show, or what each settings page does? See how the app is organized.