Getting Started
Learn how to navigate Strategy Live using hover menus, dropdown menus and popup windows.
Learn how to navigate Strategy Live using hover menus, dropdown menus and popup windows.
Learn how to enter new loads into Strategy Live.
Learn how to broker loads to carriers in Strategy Live.
Complete Stops on a Brokered Load Video Tutorial
Duplicate Loads from Brokerage Screen Video Tutorial
Learn how to dispatch loads on tractors in Strategy Live.
Learn how to process invoices and transfer from Strategy Live to third-party accounting systems.
QuickBooks Desktop - Account Setup for Brokerage
QuickBooks Desktop - Bill Brokered Load
QuickBooks Desktop - Transfer Invoices and Pay for Brokered Loads
QuickBooks Online - Account Setup for Brokerage
QuickBooks Online - Bill Brokered Load
QuickBooks Online - Transfer Settlements
Strategy Live Accounting - Bill Brokered Load
Strategy Live Accounting - Print Invoices
Strategy Live Accounting - A/R Payments
Learn how to process settlements and transfer from Strategy Live to third-party accounting systems.
Learn how to process fuel purchases and get the information for fuel tax reporting.
Learn how to give carriers access to view their information on the system.
Learn how to give customers access to view their information on the system.
Learn how to enter and track maintenance items for tractors and trailers.
Learn how to enter and track inventory and use more detailed work orders.
Learn how to create deductions automatically when processing driver pay.
Learn how to import customer balances from QuickBooks accounting software.
Learn how to calculate and transfer agent settlements to third party accounting software.
Learn how to utilize the carrier auto rating when brokering loads.
Learn how to utilize the customer auto rating when entering loads.
To enter your PETRO fuel card information go to Fuel > Edits > Fuel Cards. Click the Create button, enter the card information, and click Create.
Learn how to utilize the Strategy Live Carrier app.
Learn how to request app diagnostics from the Strategy Live Mobile app and Strategy Live Carrier app.