What needs doing
Open inquiries
—
Need follow-up →
Active loads
—
In progress →
Active shippers
—
Shippers →
Active carriers
—
Network →
Today's pickups
—
Trucks on docks today
Today's deliveries
—
Landing today
Stale quotes
—
Sent >24h ago, no reply
Outstanding invoices
—
— invoices
⚠ Uncovered loads
—
Booked, no carrier assigned
⚠ Loads at risk
—
Pickup/delivery past due
Missing paperwork
—
Delivered, no POD on file
GP this month
—
— margin
Today's schedule
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Recent inquiries
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Follow-ups due today
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Legacy
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Inquiry volume
Last 30 days
—
vs prior 30 days
—Today
Open
—
Awaiting follow-up
In progress
—
Currently working
Quoted this week
—
Awaiting customer reply
Won this month
—
— conversion
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Driver applications
Last 30 days
—
vs prior 30 days
—Today
On waitlist
—
Awaiting outreach
In vetting
—
Screening or vetting
Active
—
Approved + active
New this month
—
Recent applicants
Loading drivers…
Active carriers
—
Ready to tender loads
BCA on file
—
— of active
Insurance expiring (30d)
—
Auto or cargo
Prospects
—
Not yet onboarded
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Total prospects
—
— sources
Active pipeline
—
Being worked
Follow-ups due today
—
Needs action
Won this quarter
—
— conversion
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Active shippers
—
Doing business with us
BSA on file
—
— of active
Prospects
—
Not yet onboarded
Inactive
—
No recent activity
Loading shippers…
Revenue collected
Last 30 days · paid invoices only
$0
vs prior 30 days
—Today
In transit
—
Live loads
Scheduled today
—
Pickups due today
Completed this week
—
Delivered this week
Revenue this month
—
Margin: —
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Draft
—
Not sent yet
Sent
—
Awaiting reply
Accepted this month
—
— win rate
Pipeline value
$0
Sent + draft
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Pricing rates
These rates feed into the quote calculator. Update them whenever fuel or your cost structure changes.
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Base rates
Flat fee on every job — covers your fixed overhead.
Variable charge per mile of route distance.
Floor — quotes never go below this regardless of inputs.
Applied on the post-multiplier subtotal. Review quarterly or when fuel moves >10%.
Vehicle multipliers
Urgency multipliers
Additional fees
After a 15-minute grace period.
Per additional stop beyond pickup + dropoff.
Special equipment fees
Per-use fees added to the quote when the customer requests these. Toggle them in the quote modal as needed.
Insurance & Coverage
Track your active policies + upload each COI. When a shipper asks for insurance verification, download and send. Also tracks which shippers you've added as Certificate Holders.
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Open claims
—
Need attention
Awaiting carrier
—
Filed, no response yet
Total amount claimed
$0
Open + investigating
Resolved (90d)
—
— recovery rate
Loading claims…
Sent (30d)
—
Awaiting signature
Viewed (30d)
—
Opened, not signed
Signed (30d)
—
— sign rate
Declined / Expired
—
Needs follow-up
Loading signature requests…
Active users
—
Can sign in
Disabled
—
Login blocked
Super admins
—
Can manage team
Total members
—
All time
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Total events
—
All time
Last 24 hours
—
Recent activity
Deletes (30d)
—
Should stay zero
Unique actors (30d)
—
Who's touching data
Loading audit trail…
Pick a shipper or carrier and hit "Run report"
Filters above scope the query. All exports include full detail plus a summary of totals.