The routine runs itself. You make the decisions.

Starts when Morgan K. accepts the tender

1. Create the Core from the tenderOperations workflow · creates Cores for Example Broker
2. Send the rate confirmation for e-signatureRule · to the dispatcher named on the tender
3. Record the driver the carrier namesDispatch rule · reads the signed assignment
4. Request the appointment at the facilityDock connection · request, never confirmA person decides: Approve a later window
5. Write the load into each connected systemConnection grants · one write per system
6. Chase proof of deliveryDocuments rule · asks the driver’s phone
7. Prepare and send the invoice when proof landsAccounting rule · sends within your billing rules

Starts when The order is released for transport

1. Create the Core from the order in your systemOperations workflow · creates Cores for Example Shipper Co.
2. Tender it to the broker named by the routing ruleRouting rule · named brokers only
3. Request the pickup and delivery appointmentsDock connection · request, never confirm
4. Write the Core’s reference back to your order systemConnection grants · one write, reference returned
5. Flag a load that will miss its windowMonitoring rule · routes to the owner with the reasonA person decides: Decide how to recover the load
6. File proof of delivery against the orderDocuments rule · attaches what the driver captured

Starts when The dispatcher signs the rate confirmation

1. Assign the driver and tractor from the dispatch ruleDispatch rule · drivers on the roster only
2. Send the stops and windows to the driver’s phoneOperations workflow · notifies the assigned driver
3. Write the load into your TMSConnection grants · one write, reference returned
4. Confirm each appointment with the facilityDock connection · request, never confirm
5. Warn when the ETA drifts past a windowMonitoring rule · routes to dispatch with the reasonA person decides: Ask for a later window
6. Send proof of delivery to the brokerDocuments rule · attaches what the driver captured
7. Prepare the settlement packetAccounting rule · prepares, never sendsA person decides: Release the packet

Starts when A carrier requests an appointment

1. Match the request to the dock calendarDock rule · reads your calendar only
2. Accept it when a door is free inside your standing windowsDock rule · standing windows set by the facility
3. Hold it when no door is free and route it to the dock leadDock rule · never overbooks a doorA person decides: Offer another window
4. Write the appointment into dock schedulingConnection grants · one write, reference returned
5. Tell the carrier and broker the confirmed timeOperations workflow · notifies the Core’s participants
6. Attach the signed receipt when the truck leavesDocuments rule · attaches what the driver captured

Starts when Proof of delivery is recorded

1. Prepare and send the customer invoice from the rate confirmationAccounting rule · sends within your billing rules
2. Compare detention with the recorded arrival and departureAccounting rule · uses recorded stop results only
3. Hold a charge above your approval thresholdApproval policy · set by your organizationA person decides: Approve the charge
4. Prepare the carrier payableAccounting rule · prepares, never sends
5. Hold a changed remit-to for independent verificationPayment-change rule · a document can never redirect paymentA person decides: Verify the payment change
6. Hand the packet to your accounting systemConnection grants · one write, reference returned

Starts when A carrier is added to a load

1. Look the carrier up by MC or USDOT numberVerification rule · official records, dated results
2. Check that authority and insurance are activeVerification rule · official records, dated results
3. Compare the result with your own requirementsYour requirements · the result is shown only to you
4. Hold a lapse or a mismatchMonitoring rule · routes to the owner with the reasonA person decides: Decide whether to proceed
5. Record the dated result on the CoreAudit rule · appended, never edited

Starts when A document arrives by email or upload

1. Read the document into a proposalIntake rule · proposes, never commits
2. Match it to its load by referenceIntake rule · exact references only
3. Hold a document that matches more than one loadIntake rule · ambiguity holdsA person decides: Confirm the match
4. Attach it to the Core with its sourceDocuments rule · attaches what was captured
5. Ask the sender for any page still missingDocuments rule · asks the named sender

Starts when A stop result is recorded

1. Show the result to every permitted seatOperations workflow · each seat sees its own view
2. Update the status in your TMSConnection grants · one write, reference returned
3. Update the customer portalConnection grants · one write, reference returned
4. Draft the delay notice for the customerMessaging rule · drafts onlyA person decides: Send the notice

Starts when You invite a carrier

1. Find the carrier by MC or USDOT numberVerification rule · official records, dated results
2. Request the onboarding documentsDocuments rule · asks the named contact
3. Send the carrier agreement for e-signatureSignature rule · to the named signer
4. Check authority and insuranceVerification rule · official records, dated results
5. Hold the connection for your approvalApproval policy · set by your organizationA person decides: Approve the carrier
6. Connect the carrier on the CoreConnection grants · only after both sides confirm

Starts when An invoice arrives for a load

1. Match the invoice to its loadAccounting rule · exact references only
2. Compare each charge with the tendered rateAccounting rule · reads the Core
3. Flag an accessorial charge that has no evidenceMonitoring rule · routes to the owner with the reason
4. Route the invoice to its approverApproval policy · set by your organizationA person decides: Approve the invoice
5. Prepare the payables entry in your systemConnection grants · one write, reference returned

Starts when You add a broker to a routing rule

1. Look the broker up by MC or USDOT numberVerification rule · official records, dated results
2. Check authority and insuranceVerification rule · official records, dated results
3. Compare the result with your requirementsYour requirements · the result is shown only to you
4. Check again when a requirement changesVerification rule · official records, dated results
5. Hold tendering when a requirement lapsesMonitoring rule · routes to the owner with the reasonA person decides: Pause tendering to this broker

Starts when A load is created from an order

1. Attach the order documents to the CoreDocuments rule · attaches what was captured
2. Ask for any document still missingDocuments rule · asks the named contact
3. File proof of delivery against the orderDocuments rule · attaches what was captured
4. Keep the evidence with the load for claimsAudit rule · appended, never edited

Starts when A load’s status changes

1. Write the new status to your order systemConnection grants · one write, reference returned
2. Show the change to the people on the loadOperations workflow · each seat sees its own view
3. Draft the message to your customerMessaging rule · drafts onlyA person decides: Send the message

Starts when Proof of delivery is recorded

1. Prepare and send the invoice with proof of delivery attachedAccounting rule · sends within your billing rules
2. Work out detention from arrival and departureAccounting rule · uses recorded stop results only
3. Prepare the factoring hand-offAccounting rule · prepares, never sendsA person decides: Release the packet
4. Reconcile the payment when it postsReconciliation rule · acknowledgement is not completion

Starts when A requirement is nearing expiry

1. Watch each driver’s license, medical card and certificatesCompliance rule · reads what you may see
2. Ask the holder for the renewalDocuments rule · asks the named person
3. Collect the renewed documentDocuments rule · attaches what was captured
4. Check it with the provider that determines itProvider check · the determination stays with the provider
5. Hold a lapsed driver off new assignmentsMonitoring rule · routes to the owner with the reasonA person decides: Decide whether the driver may be assigned

Starts when A schedule you set comes due

1. Check authority and insurance against official recordsVerification rule · official records, dated results
2. List the documents each requirement needsCompliance rule · from your requirements
3. Ask for any document that is missing or expiringDocuments rule · asks the named person
4. Compile the audit packageAudit rule · evidence packagesA person decides: Sign off the package

Starts when The driver sends proof of delivery

1. Attach the photo and signature to the CoreDocuments rule · attaches what was captured
2. Match it to the stop it was captured atOperations workflow · the stop result confirms it
3. Send it to the brokerMessaging rule · to the named contact
4. File it in your systemConnection grants · one write, reference returned
5. Ask the driver for any page still missingDocuments rule · asks the assigned driver

Starts when An appointment or an ETA changes

1. Tell the driver the new windowOperations workflow · notifies the assigned driver
2. Show the change to the broker and the facilityOperations workflow · each seat sees its own view
3. Draft the request for a later windowMessaging rule · drafts onlyA person decides: Send the request

Starts when You start hiring a candidate

1. Send the DOT employment applicationSignature rule · to the candidate
2. Collect the e-signatureSignature rule · recorded with who and when
3. Order the checks through your own vendor accountsYour vendor accounts · results come back attributed
4. Route the results to the recruiterHiring rule · the recruiter decidesA person decides: Hire or decline
5. Sync the hire into your systemsConnection grants · one write, reference returned
6. Invite the driver to TruckerTechIdentity rule · the driver’s identity stays the driver’s

Starts when A truck leaves the dock

1. Record the arrival and departure resultsOperations workflow · from the stop taps
2. Compare dwell with the appointmentAccounting rule · uses recorded stop results only
3. Prepare the dwell record with its evidenceAccounting rule · prepares, never sends
4. Hold a record the carrier disputesMonitoring rule · routes to the owner with the reasonA person decides: Settle the record

Starts when A carrier requests an appointment

1. Check that the carrier’s authority is activeVerification rule · official records, dated results
2. Check the driver assigned to the loadIdentity rule · shows who, not what they may do
3. Compare both with your site requirementsYour requirements · the result is shown only to you
4. Hold a mismatch for the dock leadMonitoring rule · routes to the owner with the reasonA person decides: Admit or refuse

Starts when The receiver signs at the dock

1. Attach the signed receipt to the CoreDocuments rule · attaches what was captured
2. Attach the photos taken at the dockDocuments rule · attaches what was captured
3. Record any exception noted at the dockOperations workflow · appended, never edited
4. Show it to every permitted participantOperations workflow · each seat sees its own view

Starts when An inbound ETA changes

1. Update the inbound view for the dock leadOperations workflow · reads the Core
2. Find the doors that are freeDock rule · reads your calendar only
3. Draft the offer of another windowMessaging rule · drafts onlyA person decides: Offer the window
4. Tell the carrier and the broker the new timeOperations workflow · notifies the Core’s participants

Starts when You are assigned to a load

1. Send the stops and windows to your phoneOperations workflow · notifies the assigned driver
2. Record Arrived when you tap itOperations workflow · from your tapA person decides: Tap Arrived
3. Record Departed when you tap itOperations workflow · from your tapA person decides: Tap Departed
4. Show both results to every permitted seatOperations workflow · each seat sees its own view

Starts when You tap Arrived or Departed

1. Record the arrival result at the stopOperations workflow · the stop result is kept, not your location
2. Record the departure resultOperations workflow · the stop result is kept, not your location
3. Attach both to the Core as evidenceDocuments rule · attaches what was captured

Starts when A document of yours is nearing expiry

1. Remind you which document is nearing expiryIdentity rule · your documents are yours
2. Take a photo of the renewed documentDocuments rule · you capture it
3. Share it with the carrier that asksSharing rule · only what you chooseA person decides: Choose what to share

Starts when You tap Arrived at the dock

1. Open the receipt camera at the stopOperations workflow · from your tap
2. Collect the receiver’s signatureDocuments rule · you capture it
3. Send the proof once, when there is signalDocuments rule · idempotent, sent onceA person decides: Send proof
4. Attach it to the Core for every permitted seatDocuments rule · attaches what was captured

Starts when A stop tap is recorded

1. Show the tap to dispatch, the broker and the facilityOperations workflow · each seat sees its own view
2. Answer a status question in short, read-only wordsVoice rule · read-only while you drive
3. Hold anything sensitive until you are parkedVoice rule · sensitive actions wait

Starts when You apply through Career Network

1. Fill the application from your identityIdentity rule · your identity belongs to you
2. Collect your e-signatureSignature rule · recorded with who and whenA person decides: Sign the application
3. Send it to the carriers you chooseSharing rule · only to the carriers you choose
4. Show you where each application standsOperations workflow · reads your applications