Tag Archive: Setup

  1. Frontline Q7 Support Desk Favorite Tips

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    No day is ever the same working for Frontline Software Technology, Inc. As a family owned and operated bootstrapped business, we are fortunate to dabble in all of the arts surrounding the trucking and software industries. On Monday, you might be working with database technology. On Tuesday, you are diving into a trucking accounting scenario for a carrier. And then on Wednesday, you are working with the programming department to develop new features that will help the carriers that use Q7. Each day, our support desk responds to a variety of different questions from our carriers (within 15 minutes or less!). This month, we wanted to bring you just a handful of the Frontline Q7 support desk favorite tips from these calls or emails.

    — Updated 04/21/2025 —

     

    1. Main Menu Quick Access & Other Keyboard Shortcuts

    Q7 is a powerful desktop application that runs on the power of your computer or a server, even if you are subscribed to the Cloud service. As a result, you have the ability to open several programs at once. The benefit? You are able to scan your Orders on one half of your monitor and work in dispatch on the other. Or, keep watch on your live reporting tool as you make important accounting entries.

    If you are anything like us, this freedom can sometimes mean your Q7 Main Menu becomes hidden behind other programs. Instead of closing everything and potentially losing your place, just hit F4 to bring the Main Menu to the front. This is our #1 Frontline Q7 support desk favorite tips because of its ability to save you time and clicks.

    All of your open programs are listed in the bottom pane of the Main Menu. Double click on one to pull that program back into view, or use Tab+Enter to pull one of your open programs forward again.

    Because you are not limited to a single shape, you have the flexibility to size and position all Q7 programs the way you want them.

     

    Frontline Q7 Support Desk Favorite Tips_Main Menu

    Orders, Purchases, and other Finder lists are a great resource. If you are working in an Order or other transaction and need to dig in a little more, don’t waste valuable time on bringing your mouse over. Instead, use F3 on your keyboard to bring the Finder forward, refresh it, and find your cursor in the powerful smart search. After you’ve looked up the next record, just hit Enter to open it.

     

    Frontline Q7 Support Desk Favorite Tips_Order Management and Search

    Use your keyboard to take action within the data of a window with smart search. For example, use Enter to clear transactions during reconciliation or apply payment on a customer invoice.

    Click Here For a Clip >>

    BONUS: There are dozens of useful keyboard shortcuts. Find a glossary of hotkeys in the Knowledge Base!

     

    2. View or Add Paperwork During Invoicing

    The normal workflow routine allows for several opportunities to attach paperwork to loads. Certain integrations also allow drivers to remotely attach paperwork. Whether you forgot to do it in-house or you simply want to examine supporting paperwork before billing, you can do that right in the Invoicing window.

    Frontline Q7 Support Desk Favorite Tips_Invoicing Document Management

     

    3. Use Jump-To Links to Move Around

    Q7 is rated consistently as the best trucking accounting software. As a result, we set higher bars for ourselves as the industry evolves. One reason Q7 is so easy to use is the ability to quickly jump from one area to another. Furthermore, this ability extends to all departments – not just accounting.

    Q7 takes advantage of powerful database technology. As a result, it is not incapable of behaving like a website. All Q7 reports include (or can include) links that let you open a record. This includes everything from journal entries to loads to driver pay calculations or settlements.

     

    Frontline Q7 Support Desk Favorite Tips_Report Links

    In addition to links found in reports, every record that posts dollar amounts includes a transaction history window. Within this window, you will find the transactions that are linked. For example, on a customer invoice, you will find the payment(s) against it. Double click on the linked transactions to open them.

    NOTE: We take user security seriously. Reach out to the Frontline support desk if you want to learn more about enhancing security. For example, you may want a dispatcher to have access to loads, but not the register that stores the payments against them.

     

    Frontline Q7 Support Desk Favorite Tips_Trucking Accounting Transaction Links

    Now let’s say you are looking at the customer’s payment. Want to get back to the invoice? The payment is linked to the invoice, so you can simply double click on the invoice!

     

    4. Power of the Dispatch Board Right-Click

    Right-clicking on a Trip row in the Dispatch Board provides you with a robust list of actions, settings, and options. In addition to truckload dispatch tools, find quick access options such as:

    • Jump into driver pay calculations.
    • Access dispatch scenarios using Segment+.
    • Color code drivers or equipment.
    • Check out mobile communication logs.
    • Email, print, or text the load confirmation.
    • Re-position a resource.

    Frontline Q7 Support Desk Favorite Tips_Dispatch Board Right Click

    See the Dispatch Board Hidden Gems and Dispatch Board Hidden Gems II for more tips related to the board!

     

    5. Quick Set Up for Quick Set Up

    Setting up a new customer, driver, location, or equipment can sometimes mean unknowns. If you are not finding what you need in a drop down list, just click the quick access button. Set up what you need on the fly to save time. As a result, you don’t need to go to a different Setup list.

     

    Frontline Q7 Support Desk Favorite Tips_Setup Shortcuts

     


    The Frontline Q7 support desk holds itself to high standards. As a trucking software company in business since 1992, we know that carriers don’t want to waste time fiddling with their software, or their software support. That’s why our policy is an ultra fast turnaround time with solutions you can rely on. We aren’t shy either! If we find an opportunity to share a tip with you that will make your lives easier, we will. To learn more about Frontline Q7 trucking software, reach out for a demo today.

  2. Q7 TIPS & TRICKS – SET UP TRUCKING SOFTWARE DATA

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    Proper set up is essential for producing a healthy trucking software system. When accounts, shippers, drivers, equipment, and Item codes are set up correctly from the get go, you know that your financial reports are going to be accurate.

    Frontline Q7 makes the set up process simple, but in this month’s issue of Q7 Tips & Tricks, we’re covering a few techniques you might not know about.

     

    Use Quick Access Shortcut Buttons

    Look for the buttons to the right of certain selections in Setup windows when you’re trying to assign a value, but it doesn’t exist yet. When you click one, you’re taken to a fresh copy of the associated set up type so it can be created. As a result, you don’t have to navigate to the other Setup list by hand.

    Frontline Q7 Set Up Trucking Software_Quick Setup Shortcuts

    Keep in mind that the item that you’re missing could also be inactive. If you aren’t sure, it’s always worth a double check by opening the Setup lists from the Main Menu.

     

    Are Inactive Profiles Bogging You Down?

    Making profiles inactive is a necessity for a variety of reasons. In certain Setup lists in particular, they happen a lot. Instead of wrestling with inactive profiles, simply change the flag in the top right corner of any or all Setup lists. This keeps your lists nice and clear of clutter.

    Frontline Q7 Set Up Trucking Software_Inactive Profiles

     

    Use the Profile Editor

    If you’re auditing or starting with scratch to set up trucking software data, using the Profile Editor is a must. This window works as a bird’s eye view for many Setup lists. It’s specifically useful for profiles within a profile. For example, driver pay profiles within the main Setup profile can be very complex. When you have a rate increase, don’t toil away updating one profile at a time. Instead, launch the Profile Editor, perform a search on the Item code, and quickly update rates or other data all in one place.

    Frontline Q7 Set Up Trucking Software_Profile Editor

    There are several different types of profile details that you can work with in the Profile Editor, including rate charts which update frequently.

     

    Take Advantage of the Search Bar

    Looking for a driver, shipper, or location but you aren’t sure how the profile was named? Don’t waste time with scrolling or even sorting the grid. All Setup profiles have an advanced search bar that allows you to search for anything in your 3rd system color. Better yet, supporting columns can be added to help refine your search.

    For example, in Vendor Setup, search for ‘driver’ to hide other types of vendor profiles. Use the compound search key and add additional searches. Check out the Frontline Q7 Knowledge Base for more search bar tips.

    Frontline Q7 Set Up Trucking Software_Search Bar


    Have questions about your Setup lists or feel like you need to make some changes? At Frontline Q7, we are invested in your long term success. While using the Setup programs is easy, getting it right the first time isn’t a guarantee. You’re not on your own! Our local team of support reps can sit down and work with you on your Setup lists to ensure you have the best outcome as possible. Reach out to us to learn more about how Frontline Q7 organizes information for using throughout the trucking accounting software program.