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How to set up the planner

ProTankr also doubles as a place to store and share equipment details, a real digital transfer of knowledge (TOK) for your fleet. None of that is required to use the Planner, though; setup stays quick and simple.

Name the equipment (Unit #), add your compartments and their max volumes, and set your safety cap. Couple trucks to trailers freely.

Tare weight is the detail that matters most. Every coupled unit needs one. We recommend weighing the combined truck and trailer empty but with full saddle tanks, since it normalizes the math and builds in a burn buffer for the diesel used between the terminal and the scale.

Everything is tied to the equipment, not the driver, so it survives trailer swaps and shift changes without a reweigh or a lost detail.

After that, loading a truck is three taps: pick your terminal, tap a saved plan, hit Load. Everything else runs silently in the background.

Step 1: Equipment (set it and forget it)
  Select your Equipment
  • Tap the equipment area at the top of the planner and select your truck and trailer combination. This is the most important step, since everything in the plan flows from it.
  • Tare weight is the empty weight of your truck and trailer combined. The plan subtracts this from your target gross weight to determine how many pounds of product you can legally carry.
  • Target weight is your gross vehicle weight goal, set intentionally below the legal limit to give yourself a safety buffer for API drift and temperature variance. A good target leaves 400 to 600 lbs of room.
  Slip seating
  • If you are taking over a truck someone else drove, select their exact combination. The compartment configuration, tare, and target are all tied to the equipment, not the driver. Selecting the right unit means the math is already dialed in from the previous driver's setup.
  • If being utilized the driver will see the next service due, wash record and other details about the shared equipment. Any permit or compliance document expiring soon will appear in the notification bell. Digital copies of documents can also be stored and shared easily.
  Coupling loose units
Individual tractors and trailers can be mixed and matched, each combination is tracked. The reason we track them as a pair rather than separately is that the compartment configurations are specific to the trailer, while axle weights and bridge laws depend on the tractor and trailer combination. This gives the plan everything it needs to compute a legal, accurate load.
Step 2: Compartment caps (set it and forget it)
  Setting headspace caps

Each compartment has three volume caps. The max volume is the total physical space in the compartment, hard stop. The safety cap, or headspace is intended to keep the formula from calculating a volume too close to the max, keeping the product safely away from the trailer's overflow prevention system. The third cap is a handle on the plan compartment itself. It is a quick throw for the driver to dial in the planner within the preset boundary. The company would set the boundary and the driver operates within it.

One strategy may be for the driver to set up the planner presets to fill each compartment to the same memorable volume they always have, but allow the rear compartment to change with conditions. Allowing for the same muscle memory they are used to with only one new number to think about before jumping out to load (the rear compartment). No need to write anything down. If the delivery location can only hold a limited amount of one product, simply dial in that compartment and let the others compensate with a quick swipe gesture.

Step 3: Plan slots (You drive the plan)
E  What are plan slots?

Plan slots are saved load configurations: which product goes in which compartment, at what quantity. Think of them as presets you build once and reuse every time you load that specific product. You could even save one layout for split loads. The planner makes split loads just as efficient as any.

Most drivers work in divisions with a primary focus on loading the same type of products. Slots are saved configurations that allow the driver to repeat the same plan again and again. If a driver moonlights in a different division or gets an irregular load, simply change the planner without saving the plan.

Build them once and they are there every time with a single tap. Make temporary changes on the fly. You decide how to use them for your specific situation.

  Once you are set up, it's this simple

No password. The profile is keyed to the device after the initial login. Just open the app. Select your location and terminal. The planner shows your saved slots. Tap the one that matches today's load. The plan is built instantly: compartments filled, weight calculated, CG balanced. Tap Load. Done.

The whole process from opening the app to starting the load takes under a minute. Everything you set up runs silently in the background every time.

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