Getting Started
Learn how to navigate Strategy Live using hover menus, dropdown menus and popup windows.
Load Entry
Learn how to enter new loads into Strategy Live.
Brokerage Dispatch
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
Truck Dispatch
Learn how to dispatch loads on tractors in Strategy Live.
Billing
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
Settlements
Learn how to process settlements and transfer from Strategy Live to third-party accounting systems.
Fuel Processing
Learn how to process fuel purchases and get the information for fuel tax reporting.
Carrier Center
Learn how to give carriers access to view their information on the system.
Customer Center
Learn how to give customers access to view their information on the system.
Maintenance
Learn how to enter and track maintenance items for tractors and trailers.
Enhanced Maintenance
Learn how to enter and track inventory and use more detailed work orders.
Auto Deductions
Learn how to create deductions automatically when processing driver pay.
A/R Balance Update
Learn how to import customer balances from QuickBooks accounting software.
Agent Settlements
Learn how to calculate and transfer agent settlements to third party accounting software.
Carrier Auto Rating
Learn how to utilize the carrier auto rating when brokering loads.
Customer Auto Rating
Learn how to utilize the customer auto rating when entering loads.
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.
Strategy Live Carrier App
Learn how to utilize the Strategy Live Carrier app.
Requesting App Diagnostics
Learn how to request app diagnostics from the Strategy Live Mobile app and Strategy Live Carrier app.