These are the immediate needs we will concentrate on at first:

1. Natalie - Work order, rates, set rates, contacts (pickup/payer Id, driver Id), inventory, making orders from inventory layout, work order collections, invoices. Also a tab that any scan can be stored on.

2. Adam - Inventory, Work order, work order list, maintenance list

3. Stacy - Checks received, trips, collections layout, claims, VIN Payments ListProcesses > Vouchers, Pay Records (Specifically “Trips Pay Record Assistance, Trips Pay Record Big D, Trips Pay Record Sub-Hauler)

4. Kim - Build loads,

Put vehicles on / off hold.
Change the name of some units (most Mavericks come in as Bronco Sports )
Look up things (mark them with the LK button if hot, put notes in the message box )
Make sure pick up / deliver times are in ( especially for all the subs)
Double check inventory daily.
Try to make sure all work orders have a load number and linked to their buddies.
Try to write in open Dispatch daily.

5. Jamey - Accounts Receivable, Files, Sending and Receiving, ASN