Carrier Portal – The carrier portal is an online portal where carriers can review agreements and job acceptances and digitally sign for them. You can assign each carrier their own unique username and password. The carrier portal comes with an operations calendar to make for the most convenient carrier experience possible.
Other Relevant Features
Customer Portal – The customer portal is an online portal where customers may review documents and invoices, digitally sign them, and make payments. All of this is done without the need for third party apps. Customers can also make comments or changes to their inventory.
Driver Invoices – The driver invoice system is a smart invoice generator which pulls the necessary information from the completions section after entry of a job number. After entering the variable information, an invoice can be generated at the push of a button. Then, all driver invoices can be organized in this system.
Completions – The completions section is a unique tab on each job. Initially, back office personnel can enter relevant job information and charges. Then, they can keep up with jobs after they have been serviced. The system pulls data to calculate payments made, applied discounts and services, and remaining balances. Then, a customer invoice can be generated with the push of a button.
Built-in Follow-up Calendar – The built-in follow-up calendar is a feature located on the sales CRM panel within a company. Each job has a follow-up box where the date, time, and notes may be entered and saved. Then the item automatically populates in the calendar. The calendar is fully interactive and eliminates the need for any 3rd party scheduling application.
Automated Fees System – The Automated Fees System is a feature that operates to assist sales with the inclusion of all associated and required fees for any respective services. This feature pulls data programmed by authorized users (like in the Tariff Center) to generate a fee on a job’s pricing section. Then, sales reps can select any concept to automatically apply the feature.
More Features
Tariff Center – The Tariff Center is an admin feature located on the admin panel menu. It is a one stop shop for adjusting settings, zones, zone states, volumes, and periods. Users can also set the proportions for the Max Discount Information feature. Then, set the rate per cubic foot for packing per route so that the Automated Fees System can pull the information. Finally, a rep can add packing services to a job with fees automatically applied.
Max Discount Information – The Max Discount feature was programmed with the express intention of automating the micromanagement of sales personnel. This feature is programmed by an authorized manager, admin, owner, or operator in the Tariff Center. Each tariff page allows for the discount proportion to be programmed differently. Then, each route can be set individually to make for an extremely specific control over pricing in different regions. This feature can be found on the front end of any open estimate. Then look to the lower left of the pricing section. The feature displays the maximum amount of discount that a sales rep may apply to the specific job. This is provided by calculations of the proportion information entered by authorized person.
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