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Trucking / freight

CRM for trucking and freight, from the rate quote to regular freight

Loads, trucks, trailers, drivers and lanes each get a list. Every shipper or broker you are courting is a deal on one board.

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The Trucking / freight deals board · example data
  1. 01New lead
  2. 02Rate quoted
  3. 03Setup packet
  4. 04Trial load
  5. 05Regular freight
  6. 06Lost

A week of rates, loads and expiring papers

  • A shipper asks for a rate on a lane.

    The deal carries the lane and the equipment. The company carries what you need to know before you haul: MC and DOT numbers, whether it is a shipper, a broker, a receiver or a carrier, the payment terms (quick pay, net 15, net 30 or factored) and whether credit is approved.

  • Loads move on dates.

    Each load keeps the pickup and delivery cities and dates, the equipment, weight, miles and rate, and where it is from booked to paid. The rate confirmation and the BOL or proof of delivery are files on the same record.

  • Trucks and drivers have papers that expire.

    Trucks keep their next PM, registration and annual inspection dates. Drivers keep the CDL and medical card dates, endorsements and how they are paid. The dates are written down where you can find them, and you can put a task on the record for the one coming up.

  • The lanes you want are worth writing down.

    A lane records the origin and destination, the equipment, loads per week, your target rate and your rate per mile. With Books added, a shipper's page shows what it owes you.

Your lists, and what each is for

Trucking / freight adds these lists to the Clients, Companies, Deals, Tasks and Notes you already have.

  • Loads

    Use it for every load you book, from booked to paid.

    • Load number
    • Pickup date
    • Delivery date
    • Equipment
    • Rate
    • Status

  • Trucks

    Use it for each unit, so its service and inspection dates are written in one place.

    • Unit number
    • Status
    • Next PM due
    • Registration expires
    • Annual inspection due
    • Documents

  • Trailers

    Use it for your trailers, by type and by whether they are free, loaded or in the shop.

    • Trailer number
    • Type
    • Status
    • Annual inspection due

  • Drivers

    Use it for each driver: contact details, license dates and how they are paid.

    • CDL expires
    • Medical card expires
    • Endorsements
    • Pay
    • Status
    • Driver file

  • Lanes

    Use it for the runs you want more of, with the rate you are aiming for.

    • Origin
    • Destination
    • Equipment
    • Loads per week
    • Target rate
    • Rate per mile
See every field5 lists, 54 fields

Fields on each list

Loads

  • Load number · Text
  • Pickup city · Text
  • Pickup date · Date
  • Delivery city · Text
  • Delivery date · Date
  • Equipment · DropdownDry van, Reefer, Flatbed, Step deck, Power only, Hotshot
  • Weight (lbs) · Number
  • Miles · Number
  • Rate · Money
  • Status · DropdownBooked, Dispatched, In transit, Delivered, Invoiced, Paid
  • Rate confirmation · Files & photos
  • BOL / POD · Files & photos

Trucks

  • Unit number · Text
  • VIN · Text
  • Year · Number
  • Make · Text
  • Plate · Text
  • Odometer · Number
  • Status · DropdownAvailable, Under load, In shop, Out of service
  • Next PM due · Date
  • Registration expires · Date
  • Annual inspection due · Date
  • Documents · Files & photos

Trailers

  • Trailer number · Text
  • Type · DropdownDry van, Reefer, Flatbed, Step deck, Hotshot
  • Year · Number
  • Plate · Text
  • Status · DropdownAvailable, Loaded, In shop, Out of service
  • Annual inspection due · Date

Drivers

  • Phone · Phone
  • Email · Email
  • CDL number · Text
  • CDL state · Text
  • CDL expires · Date
  • Medical card expires · Date
  • Endorsements · Text
  • Pay · DropdownPer mile, Percentage, Hourly, Salary
  • Hire date · Date
  • Status · DropdownActive, Home time, On leave, Inactive
  • Driver file · Files & photos

Lanes

  • Origin · Text
  • Destination · Text
  • Equipment · DropdownDry van, Reefer, Flatbed, Step deck, Power only, Hotshot
  • Loads per week · Number
  • Target rate · Money
  • Rate per mile · Money
  • Notes · Paragraph

Extra fields on what you already have

On Companies

  • MC number · Text
  • DOT number · Text
  • Company type · DropdownShipper, Broker, Receiver, Carrier
  • Payment terms · DropdownQuick pay, Net 15, Net 30, Factored
  • Credit approved · Yes / No

On Deals

  • Lane · Text
  • Equipment · DropdownDry van, Reefer, Flatbed, Step deck, Power only, Hotshot

Where new work comes from

A form on your website and a page where customers book. Both are set up in Settings.

Starts like this

The first minutes, as they go when you sign up.

  1. Step 1: Pick Trucking / freight

    One step adds 5 lists, 54 fields and 6 deal stages. Anything you already have is left alone.

  2. Step 2: Add sample records, if you like

    10 loads, 8 trucks, 8 trailers, 8 drivers and 8 lanes. Around them, a made-up business: clients, companies, deals in every stage, tasks, appointments and notes. All made up, so the Home page, board, lists and reports have something to show on day one. One button removes every sample.

  3. Step 3: Add your first client

    Add the shipper or broker who asked for a rate, then put a deal on them in New lead.

  4. Step 4: Start the trial

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What stays the same

Other industries

Don't see your trade? Start without a template and make your own lists and fields. They work the same way. See all templates.

Try CybrRM set up for trucking / freight

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