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OnTime Introductory Course and Setup Checklist

OnTime’s software and services are always evolving based on the needs of our users. We have released new tools for OnTime users to help speed introduction and setup processes. OnTime Introductory Courses and an OnTime Setup Checklist are now available to help you quickly work through your setup process.

Dispatching software setup checklist

OnTime Introductory Courses are available to new OnTime subscribers. These courses have been tailored to introduce your subscription plan’s applications, features, and functionality. Each plan has a different Introductory Course Video available, based on what is important and available to users of that subscription level. You will find your OnTime Introductory Course link with your account information in the Welcome email sent to you after signup. 

Courier dispatch software setup checklist

The OnTime Setup Checklist has been created to help new users work through the account setup chapter of the OnTime User Guide. The list has been designed to help you to determine which steps you need to complete to make your account work for you, and will help you to ensure that each of those steps is completed. References to page numbers have been included to help you locate each step quickly and easily. The OnTime Setup Checklist is available to view and download from the User Guide page on our website.

To get started with your own OnTime account, sign up for a trial or subscribed account today. If you have any further questions regarding setup, let us know.

6 Tips for Faster and More Accurate Order Entry

The speed of your order entry impacts your delivery business’ overall efficiency. If an order is entered quickly, but incorrectly, the time that it takes to make those changes will likely negate the speed of order entry. To optimize your company's efficiency, you must have a fast and accurate order entry process.

Below are six tips to help improve the speed and accuracy of your order entry process.

Dispatch software order entry

1. Know Your Order Entry Interface

Your ability to enter orders accurately and efficiently will depend on how well you know how to use the order entry interface. The more familiar that you become with the interface, the more intuitive that order entry will become.

Practice using your interface to be sure that you fully understand how it works. With many interfaces, you will be able to use keyboard shortcuts and other features to minimize your keystrokes when entering orders. Thoroughly test and explore your interface to discover how you can maximize your speed.

2. Think Ahead

Will the order that you are entering need to be tracked? How will the customer be billed for the order? What kind of reports will need to be generated? Everything that can happen to the order in the future can be prepared for during order entry.

The information that you input will likely be useful to your customers and other parts of your company. Be sure to keep track of all order information and communicate with other levels of your company to ensure that orders are entered, tracked, delivered, and billed properly.

Courier software, such as OnTime, can help you to ensure that information is generated and available as your company and customers require. Invoicing, tracking, and other features can be accessed through multiple programs. With OnTime, most of your preparations can be made ahead of time.

3. Be Flexible

Orders may have special circumstances, or may require unexpected changes. For example, you may need to setup orders ahead of time, on offset schedules, or with unique information fields. If an order that you are entering has complex circumstances, you must be equipped to place the order and move forward, without lapses in accuracy or speed.

Be sure that you know exactly how to handle any special order circumstances that your company may encounter. Know your company’s policy, understand your customer’s desires, and follow the other tips posted here to prepare for any possible scenario.

If the system that you are currently using to enter orders is impeding your ability to be flexible, consider using OnTime or another courier software. Save orders for the future, generate price quotations, and adjust for virtually every special circumstance by utilizing the features available.

4. Ensure Accurate Pricing

If you prepare an order with inaccurate pricing, corrections will need to be made and issues may arise. Because those corrections will take up time and company resources, inaccurate pricing will often have a negative impact on your company’s efficiency. Pricing accuracy will also allow you to offer customers the correct prices for quotations and totals.

During order entry, always consider the accuracy of an order’s price before you submit that order. Be sure to check that you are using the right pricing scenario and calculations for each order.

With software such as OnTime, prepare accurate pricing by setting up your pricing scenarios and calculations ahead of time. These scenarios and calculations should be associated with the appropriate customers to guarantee accuracy during order entry.

5. Check for Accurate Information

As with pricing, if the wrong order information is entered, corrections will need to be made. The time that it will take to make these corrections will adversely affect your company’s overall efficiency. Along with accurate pricing scenarios for that order, you will need to guarantee the correct customer, delivery location, pickup location, and more.

Be sure to check all customer, location, and other order information before you submit the order. If you are using previously setup records in courier software, the information will likely be accurate. If new information must be input into your system during order entry, check that everything is entered correctly.

6. Account for Driver Location

Know where your drivers are and where they will be, so that you can give them order assignments that make sense geographically. Keep in contact with your drivers so that you can check with them about their location and other factors, as needed.

Dispatcher and driver communication can benefit from the possibilities afforded by mobile devices and applications. OnTime Mobile works with OnTime Dispatch to relay driver information to dispatchers and to keep your drivers and dispatchers communicating.

8 New OnTime Tutorial Videos

We have added eight new video tutorials to our Support section. These videos make up four new sections of the tutorial video area: Installation, Reporting, API, and General.

OnTime delivery software video tutorials

Installation

Installing OnTime Applications for the First Time

Watch this video to learn how to download and install each OnTime application on the appropriate device.

Installing Updates

OnTime applications are always kept up-to-date with the latest technologies and user needs. This video will walk you through the process of updating your applications when new updates are available.

Reporting

How to Modify Reports

This video will help you to better understand your reports in OnTime, and to learn how to customize those reports.

Generating a Report Database

This video shows how to generate report databases, which is necessary to create custom reports.

API

OnTime API Integration in Just 5 minutes

This video will introduce you to the OnTime API, and show you how to make use of it, in 5 minutes. If you wish to connect your OnTime account with third party software, this guide should be among your first resources.

Working with the OnTime API using Visual Studio

This video will help you to plan and execute your desired actions when using Microsoft’s Visual Studio with the OnTime API.

General

Importing Data

The Import Data feature allows you to input large amounts of information into your OnTime account, automatically. Many users find this feature quite helpful and make frequent use of it. This video will help you understand how to import your data quickly.

Changing your OnTime Subscription Plan

If you ever wish to upgrade or downgrade your subscription plan, you can follow the simple steps in this video to do so.

We’d like to hear from you

Are there other OnTime tutorials that you would like to see? Leave your thoughts in the comments section below, or contact our team.

Improve Driver and Dispatcher Collaboration with OnTime

Your dispatchers and drivers can communicate better with one another and achieve better organization by using the OnTime Dispatch and OnTime Mobile applications. These applications work together to enable drivers and dispatchers to assign and deliver orders more efficiently. Tools such as user tracking, the unassigned queue, and messaging can help to facilitate better organization and communication in your company.

From within the OnTime Dispatch program, a range of driver information is available to help make quick and appropriate driver assignments. Your drivers’ last location can be viewed on a map, which is updated every 60 to 90 seconds. If your drivers do not have GPS-enabled mobile devices, their last location is also available from the Driver List.

Courier dispatch software driver list

Your drivers’ online or offline status will also be shown. A manager can setup occupied zones from OnTime Management Suite, which will allow dispatchers to reference drivers’ expected locations for the best assignments, any time.

Once an order assignment has been made by your dispatcher, the assigned driver can accept the order and view its' details from OnTime Mobile. Information about unassigned orders, current orders, order assignments, and more is available to your drivers from the mobile app, helping them to prepare for, collect, and make deliveries quickly.

If the appropriate notifications have been setup in OnTime Management Suite, your driver may receive an alert when they are assigned a new order. Dispatchers can also send one-time messages to drivers, informing them of order submission, updates with orders, or any other necessary information. These messages can be sent by SMS or email by right-clicking on the driver who should be messaged in the Driver List.

You can test OnTime Dispatch and OnTime Mobile with our 14 day trial version. If you are already an OnTime subscriber, you can download the applications here. Each user of your OnTime account may download and install the applications on every device that they use.

Customer Order Entry and Tracking in the OnTime Customer Web Portal

OnTime provides an array of customer service tools, including the customizable OnTime Customer Web Portal. You may place a log in form directly on your website, or post a link, to give your customers access to order entry, price quoting, real-time tracking, and other tools. OnTime and the Customer Web Portal are always updating and adding new features, so you can be sure that you are always providing the best online customer service.

Courier dispatch software customer portal

Order Entry

The OnTime Customer Web Portal gives your customers the ability to create their own orders, at any time and from anywhere. They can enter an order’s information to submit the order into your system, or to simply generate a quick price quote.

When entering an order into OnTime via the Customer Web Portal, your customers will be able to enter locations, as well. A personal address book will be available to each customer, containing the locations that they use. These locations will also be available to your dispatchers for quick order entry.

Tracking

Customers can track their current orders and view past orders from the Tracking section of the OnTime Customer Web Portal. Tracking information, such as assigned driver or recipient signature, can be viewed from here.

The tracking section will display order information in real-time, so your customers can find out where in the shipping process their order is at any time, without needing to contact you.

And more

Other features, such as report generation, are available to your customers with your OnTime Customer Web Portal. For more information, see the customer feature list.

For customers that would like a user guide for the portal, we have prepared the OnTime Customer Web Portal User Guide. Freely distribute this document to your customers so that they can take full advantage of your portal.

The Customer Web Portal is included with OnTime Enterprise accounts. To test the portals’ functions and features, sign up for a 14 day OnTime Trial.

OnTime Subscription Plan Comparison

OnTime courier software is available on a subscription basis with no contracts or long term commitments required. We have designed our four subscription plans to scale to fit with and to meet the needs of most delivery businesses.

Every plan comes equipped with our 30-day Customer Satisfaction Guarantee. Compare the plans’ features in list form here.

OnTime courier software Basic subscription plan

The OnTime Basic plan has been designed to keep costs minimal, while providing you with a variety of integral features that will improve your company’s efficiency and management. You also receive unlimited technical support from our expert team via email and full access to our extensive support library.

Dispatching, order entry, messaging, pricing, and tracking features are all available to you and your dispatchers with a Basic subscription. The WAP OnTime Mobile application will empower your drivers to connect with the rest of your company, encouraging them to improve internal communications.

The Basic plan is recommended for smaller or start-up companies that require courier software functions and features on a day-to-day basis.

OnTime courier software Standard subscription plan

The Standard plan includes all of the Basic plans’ features, applications, and services. Your Standard subscription also includes more OnTime Mobile applications and features, as well as the addition of unlimited telephone support from our Customer Support team.

The Standard plan is recommended for companies that require drivers to complete numerous and varied tasks daily, while maintaining communication with other staff members.

OnTime courier software Professional subscription plan

The Professional plan includes everything that the Standard plan accesses, plus more employee time tracking options and route features. The Professional plan also comes equipped with QuickBooks integration, which offers you several complex invoicing options.

The Professional plan is recommended for companies that require detailed company records and prefer quick, easy access to that information.

OnTime courier software Enterprise subscription plan

The Enterprise subscription plan is equipped with the Professional plan’s features and functions. The Enterprise plan also includes vehicle management, report authoring, and data mining features. The OnTime Customer Web Portal and the OnTime API ( based on SOAP based XML Web Services) come with the Enterprise plan, as well.

The Enterprise plan is recommended for businesses that require advanced courier software features and extensive company records. Enterprise subscribers often wish to provide high quality, automated customer service tools to their customers.

Use OnTime Mobile with Your Current Devices

To use OnTime Mobile, you will not need to purchase new and expensive phones or tablets. Because of our extensive compatibility, your drivers can likely use the OnTime Mobile application with the devices that they already have and know how to use.

OnTime Mobile runs on 7 different platforms, including BlackBerry, Windows Mobile, and Android. Our notification features can even be used with pagers. The WAP version of OnTime Mobile will work with virtually any phone with the internet and a browser, while the Web version is compatible with most modern smartphones and tablets.

Courier software on iPhone

Management and dispatching staff can access OnTime Mobile functions and features directly from the OnTime Management Suite and OnTime Dispatch desktop applications. This way, managers and dispatchers who perform test functions only do not need to install the app on the mobile devices at all; they can access the features from their desktop computers.

Give your drivers access to the tools that they need to complete their assignments and communicate effectively with OnTime Mobile. From their current devices, they can access company data in real-time for up-to-the-minute information.

Our continuous updates to the OnTime Mobile application ensure that it is always functional and useful for your delivery business. The application is included with your Standard or higher OnTime account and available to all of your users at no extra charge. Find out more about OnTime Mobile installation here.

Importing Data into OnTime to Populate Information Fields

Your OnTime account is made up of a series of lists, which contain all of the data pertaining to your account. These lists are made up of records including your customers, zones, locations, and orders. You may import data into these lists to move bulk amounts of information into your OnTime account.

Map the appropriate fields from your document to the corresponding fields in OnTime to guarantee that information is populated where and how you want. Or, if you've already set up your fields appropriately, you may be able to right-click and use the OnTime’s Auto Map Fields function to quickly assign those fields correctly.

Custom fields may be created in OnTime to identify information that is important in your company, but not included in OnTime by default. Mapping your data to these custom fields with the import feature can help you to distribute your information easily and effectively, as you require. 

importmaps

Excel and CSV file formats are compatible with OnTime’s Import Data feature.

With features such as bulk data import, we hope to improve your day-to-day efficiency from the very beginning of our relationship. Importing your data in bulk will allow you to move your information from ASNs (advance shipment notices) and other customer files into OnTime automatically, ensuring quick and effective account maintenance.

Start your fully loaded OnTime Trial today to begin testing this feature. Refer to the OnTime User Guide for detailed instructions regarding customer, zone, location, and order data import.

Use OnTime to Post Customized Invoices and Information to QuickBooks

Your courier company must track and manage various information about the orders that you process. OnTime communicates with QuickBooks by Intuit to help you to manage your invoices and information in both OnTime and QuickBooks. The invoices that you post to QuickBooks can be customized from within OnTime.

QuickBooks and courier software support

You can post one or more invoices to QuickBooks from the Billing area of the OnTime Management Suite. Information is sent to QuickBooks with your invoices, such as Tracking Number, Delivery Location, etc., can be adjusted as you wish.

Assign QuickBooks fields to their corresponding OnTime fields. If a match is not found, OnTime can create new entries for you automatically. You may choose to have OnTime prompt you before creating a new record when a match is not found. You may also choose to have OnTime alert you when an invoice has already been pushed to QuickBooks.

Optionally, prices on your invoices can be automatically updated when they are posted to QuickBooks. This will cause the invoice to show your current price modifiers and price sets. Tax price modifiers can be hidden or shown on invoices posted to QuickBooks, as you desire.

The Invoice line item date may be set to reflect either the submission date or the delivery date of the shipment. A new line item can also be set to be created on the invoice for each order and for the base price of the order. Then, a new line will be created for each price modifier, with individual prices listed.

OnTime can connect with QuickBooks Professional 2002 versions and higher.

OnTime helps to facilitate efficiency across your organization by communicating with third party programs, such as QuickBooks. Other programs can be communicated with via the internet using the OnTime API. To find out more about posting invoices to QuickBooks from OnTime, see the OnTime User Guide and the OnTime Knowledge Base.

In-Program Troubleshooting Tools and Support

OnTime courier software works with you to maintain and manage your delivery company simply and automatically. Because your attention needs to be focused on your business, not troubleshooting, OnTime also helps to maintain and manage its own functionality using simple and automated methods.

Troubleshooting tools and support resources are available directly from the OnTime Management Suite and Dispatch applications to immediately address any issues that you may encounter. If you experience issues with new OnTime features or synchronization, Data File Management is available from within OnTime Management Suite and OnTime Dispatch.

Delivery software tools and support

If your network is causing issues with OnTime’s performance, the built-in network diagnostic tool is available. The source of the issue can be found by running this test, and Vesigo technical support can help you resolve the connectivity issues. Any other support resources that you may need are also available from the programs. Our support center, website, tutorial videos, contact pages, and more can be found in the Help tab.

Courier software tools and support

If you ever encounter an issue with OnTime, we’ll help you to rectify that issue as quickly as possible. See the Tips and Troubleshooting section of the OnTime Knowledge Base or Chapter 9 of the OnTime User Guide for step-by-step guides to help you quickly troubleshoot issues. If you require personal assistance, contact OnTime technical support.

Unlimited technical support is available to all OnTime subscribers. Our online support resources are available to all OnTime subscribers and trial users.