Happy TacticDocs

← All step-by-step guides

Set up automatic steps

Choose which jobs Happy Tactic does for you, like making invoice drafts and sending reminders.

For company admins with the TMS. The choices only apply to new work, never to old loads or to anything you imported.

Steps

Each picture has a red box around what to click. Words in bold are the names you will see on the screen.

  1. Step 1: Open Settings and Workflow

    Click Settings in the left menu, then the Workflow tab.

    The Settings page with the Workflow tab circled in red. The page below is titled Workflow.

    You should see: The page says what Happy Tactic does on its own. Every move is written on the load’s history.

  2. Step 2: Start from a preset

    Click Recommended to turn on the usual helpers, or Manual to do everything yourself. You can change single switches afterward.

    The Start from a preset box with the Recommended and Manual buttons, circled in red.

    You should see: The line above the buttons shows which preset you are on.

  3. Step 3: Choose about invoice drafts

    Under Invoice defaults, tick Create the invoice draft when the paperwork is uploaded if you want a draft made when the POD arrives. Nothing is sent without you unless you switch that on separately.

    The Invoice defaults box with the tick box Create the invoice draft when the paperwork is uploaded circled in red.

  4. Step 4: Choose about dispatch and reminders

    In Load status, each row is one helper with an on/off box. The one beside the rate con line lets you choose On, Ask me or Off for moving a load to Dispatched. Scroll down for the reminders.

    The Load status list with the On, Ask me or Off choice for dispatching circled in red.

    You should see: Ask me shows a button on the load instead of moving it for you.

  5. Step 5: Save

    When you change something, Save changes turns solid yellow and an Undo button appears. Click Save changes.

    The bottom of the Workflow page with the Undo and Save changes buttons, the Save changes button circled in red.
    We did not save here so our sample company kept its settings.

    You should see: Your choices apply to new work only.

If something goes wrong

Save changes is faded.
You have not changed anything yet.
It did not touch my old loads.
That is on purpose. Automatic steps skip every imported load and anything that happened before you first turned them on.
One customer needs different rules.
Open that customer and use their own invoice rules. The Workflow page lists the customers that already have their own.
The rows are labelled A1, A2 …
They are just numbers for the helpers. The words next to each number say what it does.

Still stuck? Open Help & Support in the left menu of the app and send us a message.

What next

These guides usually come next:

← Invite your teamBring in your old data →