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      How to use Labels

      Labels will help you keep track of loads, drivers, trucks, and trailers so you can find what you need faster. This guide will show you how to set up labels and use reports to stay organized.

      What You Will Find in This Guide:

      1. Understanding Labels
      2. Creating and Managing Labels
      3. Assigning Labels to Loads, Drivers, Trucks, and Trailers
      4. Filtering Loads and Assets by Labels
      5. Customer Performance Data Tracking
      6. Best Practices for Using Labels and Performance Metrics
      7. Troubleshooting and Support

      What Are Labels?

      Labels are customizable identifiers that can be assigned to loads, drivers, trucks, and trailers. They replace the older tags system and provide more flexibility for categorization and filtering.

      Why Use Labels?

      Labels make it easier to organize, track, and manage different parts of your operation by allowing quick identification and filtering of relevant data.

      Examples of Label Types:

      • Branch: Categorizes by location (e.g., Westwood, Test1).
      • Commodity: Categorizes by type of freight (e.g., Construction, Agriculture).
      • Custom Labels: Additional label types can be added based on specific operational needs.

       Creating and Managing Labels

      Accessing the Labels Section

      To create and manage labels, follow these steps:

      1. Navigate to the Account Settings Menu:

        • Click on your profile icon in the bottom-left corner of the Truckpedia TMS dashboard.
        • Select Labels 

      3. Assigning Labels to Loads, Drivers, Trucks, and Trailers

      Assigning Labels to Loads

      1. Navigate to the Dispatch tab in Truckpedia TMS.
      2. Select the load you want to assign a label to.
      3. Click Edit Load.
      4. Find the Labels field and select the appropriate label(s) from the dropdown.
      5. Click Save to apply the changes.

      Assigning Labels to Drivers

      1. Navigate to the Drivers section in Truckpedia TMS.
      2. Click on the driver’s profile you want to update.
      3. Find the Labels field and select the relevant labels.
      4. Click Save to confirm the changes.

      Assigning Labels to Trucks and Trailers

      1. Go to the Assets tab in Truckpedia TMS.
      2. Select either a Truck or Trailer.
      3. Click Edit Asset and locate the Labels field.
      4. Assign the appropriate labels and click Save.

      4. Filtering Loads and Assets by Labels

      Filtering Loads by Labels

      1. Navigate to the Dispatch tab.
      2. Look for the Filters option.
      3. Select Labels and choose the desired label(s) to filter the load list.
      4. Only loads matching the selected labels will appear in the results.

      Filtering Labels in the Assets Tab (Coming Soon)

      A new feature will allow users to filter assets by labels directly in the Assets tab, improving fleet visibility and management.

      5. Best Practices for Using Labels & Performance Metrics

      • Use consistent label naming to keep categorization clear.
      • Regularly review and clean up outdated labels.
      • Use reports to see which labels are used the most and make adjustments as needed. Check monthly data to ensure labels help organize loads, drivers, and assets efficiently.

      7. Troubleshooting and Support

      If you encounter issues with labels or performance tracking:

      • Ensure labels are correctly assigned and saved.
      • Refresh the system if labels are not appearing in filters.
      • For further assistance, contact support at help@truckpedia.io