McLeod Training
Agent Training 9/16/24 Week
- Brokerage (Thurs 9_00-11_00am Central)
- Brokerage (Thurs 12_00-2_00pm Central)
- Order Entry, Finding & Assigning Trucks (Mon 1_30-3_30pm-Central)
- Order Entry, Finding & Assigning Trucks (Tues 1_00-3_00pm-Central)
- Order Entry, Finding & Assigning Trucks (Tues 9_00-11_00am-Central)
- Order Entry, Finding & Assigning Trucks (Wed 1_00-3_00pm-Central)
- Order Entry, Finding & Assigning Trucks (Wed 9_00-11_00am-Central)
Agent Training Videos
- Adding a Permit and Accepting an Order for a Driver
- Adding a Stop
- Adding Accessorial Charges – Fuel, Stopoff, etc.
- Adding and Updating a Location
- Creating a Recurring Order (Template)
- CSM – Customer Service Management Profile
- Duplicating an Order
- Entering a Brokerage Order
- Entering an Order
- Finding Trucks using Find Near on Order Planning
- Online Load Board – How to find it and enter loads
- Preassigning an Order on Hold
- Preassigning an Order
- Putting an Order on Hold
- Reuqesting High Value Insurance
- Sending Order Information to a Driver
- Updated Order Entry Screen – June 2025
- Voiding an Order
Training Guide
- AMMF – Entering a Load QRC
- AMMF – Finding a Truck QRC
- AMMF Agent Order Entry Steps
- AMMF Agent Training Guide v1.0.docx
- AMMF Agent Training Guide v1.0
- AMMF Easy Agent Brokerage Planning Steps
- AudioSideKick_Recording
- Cloud Services Guide
- McLeod Order Entry Updates – June 2025.docx
- McLeod Order Entry Updates – June 2025
- McLeod Shortcuts
- McleodAgentInstallInstructions
- McleodDriverSideKick_part1
- AMMF – McLeod Conversion – Agent FAQ
- AMMF – McLeod Conversion – Contractor FAQ
- How to Generate Dispatch Sheet
- McLeodGlobalProtectInstallationSteps
- Microsoft Teams Video Call Instructions
- Using PROD in McLeod