LoadScopeProduct
A load, from the call
to the cash.
Four surfaces, in the order the work runs. Nothing here needs a training day — the whole point is that it works the way the spreadsheet already did.
The board
A spreadsheet that happens to be a database.
Thirteen columns, the ones a broker reads left to right: what the load is, who it is for, who is hauling it, where it goes, the three dates it moves through, and what it made. Type to edit. Enter saves and moves down. Tab moves across. ⌘V pastes a block straight out of Excel.
- Load numbers assigned 001, 002, 003 — never typed
- The blank row at the bottom becomes a load the moment you type in it
- Load No and Margin stay frozen while the middle scrolls
- Filters at the top, totals that follow whatever you filtered to
The record
Everything about one load, on one form.
Click a load number. The load, the route, the money, the container and the paper are all on one screen, editable where they sit. The three stops each sit on a row with the date they happened — which is what other systems are really describing when they say Shipper and Consignee 1 and 2.
- Charges have an always-open add row — detention is two numbers and Add
- Margin recalculates as you type a rate
- Documents and activity on the same form, not behind tabs
Invoicing
Bill the work, including the charges that get forgotten.
Completed loads queue up ready to invoice, with their accessorials already attached. Loads for the same customer merge into one invoice. Send it, then watch the balance rather than re-keying it into an accounting package.
- Detention, chassis and pre-pull carried through from the load
- One invoice per customer, not one per load
- Invoice numbering you control
The money, both sides
What they owe you, and what you owe the trucker.
Receivables ages the balance and ranks the calls worth making today by size and lateness. Payables groups what is outstanding by trucker and keeps the settlements you have already sent, so paying someone twice takes effort.
- Aging buckets that agree with the invoices behind them
- A collections queue ordered by what is worth chasing
- Settlement history, not just a Pay button
If a dispatcher has to be taught how to put a load in, the load will end up in a spreadsheet instead.
Nothing here is a new gesture to learn. The board answers to the keys a dispatcher already has in their fingers, which is the only reason it gets used instead of the sheet.
- Type
- Edits the cell you are on — no double click, no edit mode
- ↵
- Saves and moves down, the way it always has
- ⇥
- Moves across the row
- ⌘V
- Pastes a whole block straight out of Excel
- ⌘K
- Jumps to any load, customer or trucker
Try it on your own book.
Bring the loads you are already running and see the margin on all of them.