Onsite Visit

Navigating Success: An Onsite Visit with LoadTraxx

Embracing a new technological solution for your business can be a thrilling yet challenging endeavor. LoadTraxx offers a comprehensive onsite visit to ensure a seamless transition by guiding you through every step of the process. This hands-on approach is designed to understand your unique needs, address concerns, and provide in-depth training to your team. In this blog post, we’ll take you through the various stages of an onsite visit with LoadTraxx, from collaborating with your back-office team to hands-on training with your drivers, and finally, ensuring a successful setup for your entire fleet. 

Collaborating with Your Back-Office Team: 

The process begins with a collaborative effort between LoadTraxx and your back-office team. We understand that different aspects of your business rely on specific data, and we aim to identify those requirements. The first step involves determining what data is needed for billing, payroll, and job setups.

  • Billing: We work closely with your team to understand the intricacies of your billing process. This includes defining what data is required, whether it’s categorized by time, material, or load. 
  • Payroll: Your payroll procedures are equally important. We’ll establish the necessary data points to ensure accurate and efficient payroll processing. 
  • Job Setups: Determining who sets up job details is crucial. We’ll identify whether it’s the fleet manager or dispatcher and ensure that our solution aligns with your existing workflow. 
  • Dispatch Overview: If needed, we discuss whether you plan to utilize LoadTraxx’s dispatch training. This ensures that your team is well-versed in the efficient use of our dispatch features. 

In-Depth Training for Your Team: 

With a clear understanding of your data requirements, we move on to training your team to make the most of LoadTraxx’s features. 

  • Dispatch Training: We conduct thorough training sessions on how to use our platform for dispatching. Our goal is to ensure that your team can efficiently navigate the software for effective dispatching. 
  • Lifecycle Walkthrough: We guide your team through the entire process from job dispatch to drivers, through to billing and payroll. This deep dive allows us to fine-tune our solution to your specific needs. 
  • Driver Training: We offer classroom-style training for your drivers, focusing on the steps and processes uncovered earlier in the day. The training is tailored to match the workflow required for your business, ensuring a smooth transition. 
  • On-The-Road Training: The next day, we join your drivers on the road. We ride with several of them to ensure they understand the app’s flow and how closely it matches their day-to-day real-life workflow. This hands-on experience is invaluable for a successful implementation. 

Evaluating and Assessing Data: 

Before concluding our onsite visit, we engage in a vital step: evaluating and assessing the data captured during training. This crucial phase involves: 

  • Billing and Payroll Data Assessment: We carefully review the billing and payroll data captured during the training to ensure it aligns with your business’s needs and expectations. 
  • Dispatching and Fleet Management Team Review: We meet with your dispatching and fleet management teams to confirm that customers, jobs, and sites are set up appropriately. Any necessary adjustments are made at this stage to ensure a seamless transition. 
  • Estimating and Project Management Team Introduction: In some cases, we sit with the estimating and project management team to introduce them to the wealth of data that LoadTraxx provides. This equips them with valuable insights and tools for their roles. 


LoadTraxx’s onsite visit is not just a one-time event; it’s a comprehensive journey to ensure your business is equipped for success. By collaborating with your back-office team, providing in-depth training, and conducting on-the-road training, we aim to guarantee a seamless transition to our platform. Before we leave, we ensure that everything is set up correctly, that all data is displayed accurately, and that the rollout plan aligns with your goals. With LoadTraxx, you can be confident that your fleet is ready to embrace a more efficient and effective future. 

Onsite Visit

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