Support Center

Create a branch for each location or terminal you want to manage separately.

Before you start

• Your company must be set up as a company with branches. See Turn on branches for your company.
• Check Company > Branches so you do not create a duplicate.

Steps

1. Select Company > New Branch.
2. Enter the Branch Name, choose the category and DOT Status. For a DOT branch, enter the DOT number and regulating DOT agencies. Select Next.
3. Enter the branch address, phone numbers, and fax number. Select Next.
4. Review the summary, use Back to correct anything, and select Finish.

What happens next

Open the branch from the branch list to assign employees and contacts, set branch security, and add documents.