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Logistics & Transportation demo

Track profit per load, fuel cost, settlement exposure, and receivables.

Billing-ready loads

24/282 watch

POD captured

24/28

Accessorial review

$3.2K

Loads: 28 active loadsDriver Settlements: $14.8K readyFuel/IFTA: $0.42 fuel/miRate confirmationBill of ladingProof of deliveryFuel and toll receipts

Welcome to your Logistics & Transportation workspace

Financial, operational, and automation activity across the business.

OwnerFull access

Owner command view dashboard

Revenue, receivables, approvals, clients, automations, and all workspace actions are visible.

Track profit per load, fuel cost, settlement exposure, and receivables.

Receivables control

$33,800

Can send reminders, record payments, and void invoices.

Approval queue

2

Estimate approvals convert into invoices, jobs, and tasks.

Automation health

3

Active rules update dashboards and notification trails.

Industry command center

Billing-ready loads

Track profit per load, fuel cost, settlement exposure, and receivables.

24/28

4 PODs needed before invoicing

POD captured

24/28

Four active loads need proof of delivery before billing.

Accessorial review

$3.2K

Detention and toll charges are waiting for approval.

Settlement ready

$14.8K

Driver pay is ready after fuel advances and accessorials.

Proof packet

Required records before handoff, billing, or client approval.

1Rate confirmation
2Bill of lading
3Proof of delivery
4Fuel and toll receipts

Revenue YTD

$36,400

+14%vs last period

Outstanding A/R

$33,800

Active Clients

4

Open Estimates

4

Active Jobs

4

Workflow Pipeline

1

Leads

3

Estimates

3

Invoices

3

Payments

Quick Actions

Recent Activity

Delivery completed for Acme load 445 - POD signed

2 hours ago

Fresh Foods Co paid April invoice - $12,800

Yesterday

Regional Distributor invoice INV-2026-0143 is overdue

2 days ago

New dedicated route estimate sent to Retail Chain East

4 days ago

Pharma Supply weekly reefer load viewed invoice

5 days ago

Interactive Runbook

0/6

4 PODs needed before invoicing

Role View

Track profit per load, fuel cost, settlement exposure, and receivables.

Loads: 28 active loads
Driver Settlements: $14.8K ready
Fuel/IFTA: $0.42 fuel/mi

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