Daily To do, factoring packets and profit

Let the dashboard tell you what to do next, send factoring paperwork in one click, and see what each load really made. 3 min

1. 1

   Start each day on the dashboard

   The “To do” card lists what needs you: loads waiting for a POD, loads ready to invoice, invoices to send or past due, loads with no driver or no rate con, and driver applications. Each row has the button that finishes it.

2. 2

   Ask for a missing POD

   “Ask for POD” sends the driver a message in their app with the load number. The row shows when you last asked.

3. 3

   Set up your factoring company

   Settings → Invoicing: enter the factoring company and the email that takes new invoices.

4. 4

   Send the packet

   Open the invoice → “Invoice packet”. Tick the files your factoring company wants (for example only the POD and rate con); your choice is remembered on this computer. Tap “Email packet” and they get one PDF with the ticked files, invoice first. “Download packet” gives you the same PDF.

   Brokers who want everything too: tick “Attach the rate con, BOL and POD too” when you email the invoice.

5. 5

   See your profit

   Money → Profit shows profit by truck, by lane and by load for this month, last month, the quarter or the year. Each load page also shows its own estimate.

   Profit uses each driver’s pay setup and your fuel expenses, so keep both up to date.