Getting Started

Learn how to navigate Strategy Live using hover menus, dropdown menus and popup windows.

Getting Started PDF

System Setup

Learn how to enter data into Strategy Live.

System Setup PDF

Load Entry

Learn how to enter new loads into Strategy Live.

Load Entry PDF

Brokerage Dispatch

Learn how to broker loads to carriers in Strategy Live.

Brokerage Dispatch PDF

Truck Dispatch

Learn how to dispatch loads on tractors in Strategy Live.

Truck Dispatch PDF

Billing

Learn how to process invoices and transfer from Strategy Live to third-party accounting systems.

Billing PDF

Settlements

Learn how to process settlements and transfer from Strategy Live to third-party accounting systems.

Settlements PDF

Fuel Processing

Learn how to process fuel purchases and get the information for fuel tax reporting.

Fuel Processing PDF

Carrier Center

Learn how to give carriers access to view their information on the system.

Carrier Center PDF

Customer Center

Learn how to give customers access to view their information on the system.

Customer Center PDF

Log Auditing

Learn how to enter and audit driver logs.

Log Auditing PDF

Maintenance

Learn how to enter and track maintenance items for tractors and trailers.

Maintenance PDF

Enhanced Maintenance

Learn how to enter and track inventory and use more detailed work orders.

Enhanced Maintenance PDF

Auto Deductions

Learn how to create deductions automatically when processing driver pay.

Auto Deductions PDF

A/R Balance Update

Learn how to import customer balances from QuickBooks accounting software.

A/R Balance PDF

Agent Settlements

Learn how to calculate and transfer agent settlements to third party accounting software.

Agent Settlements PDF

Carrier Auto Rating

Learn how to utilize the carrier auto rating when brokering loads.

Carrier Auto Rating PDF

Customer Auto Rating

Learn how to utilize the customer auto rating when entering loads.

Customer Auto Rating PDF

EDI Processing

Learn how to process EDI.

EDI Processing PDF

Fuel Card Entry

To enter your PETRO fuel card information go to Fuel > Edits > Fuel Cards. Click the Create button, enter the card information, and click Create.

Fuel Card Entry PDF

CRM

Learn how to utilize the CRM functionality.

CRM PDF

Strategy Live Mobile

Learn how to utilize the Strategy Live mobile app.

Strategy Live Mobile PDF