Set-Up Task Overview

Set-Up Task Overview

Setup Tasks

Before your first kick-off meeting, you'll need to complete the setup tasks listed below.

These tasks cover the foundational set-up of your Transvirtual account — from entering your business details and uploading your logo, through to setting up customers and vehicles. Each task includes a brief overview and an estimated time to complete, so you can plan ahead and ensure the right people are involved.
Guided video resources are available for each task to help you work through them at your own pace. If you have any questions along the way, reach out to your onboarding consultant.

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Task

High Level Overview

Est. Time

1

General Setup

Configure your core account settings including company name, ABN, and basic system preferences

15 mins

2

Contact Details

Enter your business contact information including address, phone, and email details

10 mins

3

Logos

Upload your company logo for use on labels, invoices, and customer communications

5 mins

4

Consignment Numbers

Define your consignment number format and starting sequence

10 mins

5

Headports/Locations

Set up your depot and branch locations that consignments will move between

20 mins

6

Service Levels

Configure your delivery service types (e.g. Express, Standard) with transit time rules

20 mins

7

Security Settings

Set password policies and access control rules for your account

10 mins

8

User Logins

Create user accounts and assign roles and permissions for your team members

15 mins

9

Customer Setup

Add your customers and configure their specific settings, rates, and preferences

30 mins

10

Agent/Carrier Setup

Add any third-party carriers or agents you use to move freight

20 mins

11

Vehicles

Enter your fleet details including vehicle types and capacities

15 mins

12

Consignment Prefix

Set a prefix identifier to distinguish your consignments (e.g. by branch or service type)

5 mins

13

Creating Consignments

Learn how to manually create and manage consignments in the system

20 mins

14

Allocate Pickups

Assign pickup jobs to drivers or runs for collection

15 mins

15

Complete Pickups with Driver App

Understand how drivers use the app to complete pickup tasks and capture signatures/photos

15 mins

16

Depot/Hub Processes

Configure inbound scanning, manifesting, and freight movement processes at your depot

25 mins

17

Allocate/Load Deliveries

Assign delivery consignments to driver runs or vehicles for dispatch

15 mins

18

Track and Trace for Customer Service

Learn how to use the tracking tools to answer customer queries and monitor freight status

15 mins

19

Tracking Notifications

Set up automated email/SMS notifications to keep customers informed of their freight status

15 mins

Total estimated time: approximately 5–6 hours. Note that times will vary depending on the size of your business and how much data needs to be entered (e.g. number of customers, vehicles, users).

 

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