User guides · Show me how

Eleven jobs. One guide each.

Each guide walks through one job in the app, step by step, with screenshots and a red box around the thing to click. Open it next to the app and follow along.

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Now onboarding freight brokers.

The index

Pick the job in front of you

The guides follow a load’s life, from the first carrier check to the last payment. Setup is at the end, because you’ll usually come back to it.

Checking carriers and drivers

  1. Verify a carrierCheck that a carrier is who they say they are before you book them, and get one clear answer: OK to book, Needs your review or Do not book.
  2. Read a verification resultFind out whether you can book a carrier, why we say so, and what to do next.
  3. Check a driverSend a driver a link on their phone so they can prove who they are before they pick up your freight.

Moving a load

  1. Create a load and book a carrierEnter a load for your customer, then book a verified carrier on it.
  2. Send the rate con and dispatchSend the carrier their rate confirmation, add the driver and truck, and send the dispatch sheet.
  3. Track the loadGet the driver’s location on the road, see where the load is, and log check calls.

Getting paid and paying carriers

  1. Bill the loadTurn a delivered load into an invoice and send it to your customer.
  2. Pay the carrierApprove what you owe each carrier, schedule it, and mark it paid when the money goes out.

Setting up your company

  1. Invite your teamAdd a teammate to your company and choose what they can see and do.
  2. Set up automatic stepsChoose which jobs Happy Tactic does for you, like making invoice drafts and sending reminders.
  3. Bring in your old dataLoad your customers, carriers, drivers, loads and more from a spreadsheet exported from your old system.

What’s in a guide

Same shape, every time

Every guide opens with what it’s for and who it’s for. If the job takes a credit or needs a plan with the TMS, it says so before you start.

  • Numbered steps. One action each, in the words on the button you’ll press.
  • Screenshots. A red box marks the thing to click. Names and numbers are made up.
  • Common problems. What you might see and how to fix it.
  • What’s next. A link to the guide that usually follows.

If you’re new, start here

Invite your team first, so the right people have the right access. Then bring in your old data. Verify your first carrier before you book anything. Run one load through the guides in order, then choose which steps Happy Tactic does for you, once you’ve seen each one done by hand.

Connecting other systems

These guides are for the people using the app. If you’re wiring Happy Tactic to your own software, the developers page covers the API, webhooks and the AI assistants connector. For what connects to what, see the integrations board.

Questions brokers ask

Straight answers.

Where do the guides live?

In the product docs at app.happytactic.com/docs/user-guide. Each link on this page opens its guide in a new tab, so you can keep your place in the app.

Which guides apply if I’m on Hotshot?

The first group: verifying a carrier, reading the result and checking a driver. Hotshot is the verification suite and has no TMS. The load, billing and carrier pay guides need the full TMS, from Regional up.

Can I bring data over from my old TMS?

Yes. Export a CSV or Excel file from your old system and follow Bring in your old data. It covers customers, carriers, drivers, loads and more. Nothing is saved until you’ve seen the dry run. There’s a built-in preset for EZ Loader exports.

Will automatic steps change my old loads?

No. The choices apply to new work only, never to old loads or anything you imported. Each step has its own switch under Settings → Workflow.

Do the screenshots show real carriers?

No. They use sample carriers and customers with made-up names and numbers.

What if I get stuck?

Every guide ends with common problems and their fixes. If that doesn’t cover it, use Help & Support in the app or talk to us.

Keep reading

Read the guide. Then run the load.

Verification on every plan. The full TMS from Regional up.

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