Getting Started

This guide walks through your first few minutes in TrackItPilot: logging in, reading the home dashboard, and finding your way around the Orders list.

Logging in

TrackItPilot uses your organization's Google account for sign-in — there's no separate password to manage. From the login screen, choose Sign in with Google and select the account your admin invited. If your organization uses more than one, you'll be prompted to confirm which org you're signing into.

Your access is role-based: what you can see and do depends on whether you're set up as an Owner, Dispatcher, Payroll, HR, or Accountant user. If a screen or action seems missing, it's most likely gated to a different role — ask your admin to adjust it from Settings → Team if you need broader access.

The home dashboard

After logging in, you land on the dashboard — a real-time scoreboard of what's happening across your fleet right now, not a static report. It's organized into cards that answer the questions dispatchers and owners ask throughout the day: which containers are at risk of missing their last free day, which loads need a driver assigned, which invoices are outstanding, and how the fleet is performing today versus target.

The dashboard updates live as drivers check in and statuses change — you generally don't need to refresh the page to see the latest state.

The Orders list

Orders is where every load, container, and move lives. Each row represents one order and shows its current status (e.g., dispatched, in transit, delivered), its customer, and key dates. Use the filters at the top of the list to narrow down by status, date range, or driver — this is the fastest way to answer "what's still open" or "what happened today."

Selecting an order opens its details page, with the full timeline of status events, documents, and financials associated with that load.

Next steps

Once you're comfortable with the dashboard and Orders list, move on to Tracking Containers and Dispatching Drivers for the day-to-day workflows.