Connects to the tools you use
Set up connections through ERP.AI and Proto workflows, with every change logged.
- Freight Brokerage Platform
- Carrier authority source
- Fleet and driver source
- Movement and delivery source
- Document exchange
Freight Brokerage Platform coordinates loads from preparation through carrier offer review, dispatch and delivery evidence. The Dispatcher records the load owner, operating organization, transport partner and promised delivery time, then arranges ordered stops with appointment windows.
Loads in one list
The Transport Supervisor independently approves the eligible offer before the award step is completed.
Every feature works on the same records. Pick one to see the screen your team works in.
Prepare the load and its stop windows before committing movement.
Loads
| Record number | Counterparty | Promised delivery at | Actual pickup at | Actual delivery at | Freight amount USD | |
|---|---|---|---|---|---|---|
| LDS-90153 | Northbank Carriers | 23 Oct | 29 Oct | 06 Nov | 200 | |
| LDS-87353 | Summit Bend Freight | 26 Oct | 01 Nov | 09 Nov | 850 | |
| LDS-52436 | Copper Valley Trucking | 29 Oct | 06 Nov | 13 Nov | 660 | |
| LDS-16914 | Harborline Haulage | 12 Oct | 17 Oct | 20 Oct | 700 | |
| LDS-19552 | Blue Alder Carriers | 21 Oct | 28 Oct | 01 Nov | 750 |
Review the carrier rate and authority evidence before completing an award.
Approval waits for the transport supervisor
| Parent | Carrier | Offered rate USD | Valid until | Authority reference | Revision | |
|---|---|---|---|---|---|---|
| Chicago to Columbus, packaged flooring | Blue Alder Carriers | 580 | 02 Nov | MC 847216 | 650 | |
| Chicago to Columbus, packaged flooring | Summit Bend Freight | 150 | 31 Oct | MC 912405 | 120 | |
| Omaha to Denver, garden inventory | Red Mesa Transport | 60 | 16 Oct | USDOT 3017842 | 750 | |
| Tacoma to Boise, paper stock | Harborline Haulage | 790 | 22 Oct | MC 776391 | 140 | |
| Fresno to Phoenix, bottled juice | Pinecrest Logistics | 510 | 24 Oct | USDOT 2846610 | 300 |
Check the driver, vehicle and committed interval before dispatch.
Drivers
| Driver code | Name | Active | Eligibility until | External authority | |
|---|---|---|---|---|---|
| DRV-018 | Isaac Delgado | Yes | 17 Oct | CDL A 4827163 | |
| DRV-027 | Nadia Rahman | Yes | 03 Nov | CDL A 5920381 | |
| DRV-009 | Cole Emerson | Yes | 04 Nov | CDL A 3184750 | |
| DRV-034 | Fatima Diallo | Yes | 26 Oct | CDL A 7041286 | |
| DRV-012 | Javier Morales | Yes | 24 Oct | CDL A 6391842 |
Record actual movement while retaining the delivery time originally promised.
Loads
| Record number | Subject | Owner | Promised delivery at | Revision | Status | |
|---|---|---|---|---|---|---|
| LDS-74112 | Chicago to Columbus, packaged flooring | Noah Park | 24 Oct | 350 | Exception | |
| LDS-31630 | Reno to Sacramento, chilled produce | Maya Salcedo | 21 Oct | 690 | Exception | |
| LDS-54874 | Memphis to Atlanta, retail fixtures | Leila Farouk | 04 Nov | 210 | Exception | |
| LDS-21028 | Tacoma to Boise, paper stock | Daniel Mwangi | 25 Oct | 250 | Exception | |
| LDS-32743 | Dallas to Tulsa, medical supplies | Priya Menon | 03 Nov | 560 | Exception |
Keep load documents and independent decisions available for the next handoff.
Record attachments
| Parent | Title | Evidence type | Visibility | File | Uploaded at | |
|---|---|---|---|---|---|---|
| Portland to Spokane, machine parts | Signed delivery receipt, Columbus | Signed proof of delivery | Internal | columbus_signed_pod.pdf | 18 Oct | |
| Memphis to Atlanta, retail fixtures | Pickup seal photo, Reno | Bill of lading | Shared | reno_pickup_seal.jpg | 12 Oct | |
| Reno to Sacramento, chilled produce | Temperature log, Sacramento | Seal photo | Internal | sacramento_temp_log.csv | 12 Oct | |
| Reno to Sacramento, chilled produce | Bill of lading, Memphis | Temperature log | Shared | memphis_bill_of_lading.pdf | 23 Oct | |
| Reno to Sacramento, chilled produce | Dock check-in photo, Atlanta | Scale ticket | Internal | tacoma_scale_ticket.pdf | 26 Oct |
Investigate a load exception and preserve the evidence behind corrective work.
Loads
| Record number | Subject | Promised delivery at | Equipment class | Revision | Status | |
|---|---|---|---|---|---|---|
| LDS-72836 | Chicago to Columbus, packaged flooring | 16 Oct | 53 ft dry van | 280 | Draft | |
| LDS-96241 | Reno to Sacramento, chilled produce | 01 Nov | Refrigerated trailer | 660 | Planned | |
| LDS-22481 | Memphis to Atlanta, retail fixtures | 04 Nov | Flatbed | 620 | Dispatched | |
| LDS-26704 | Tacoma to Boise, paper stock | 26 Oct | Liftgate box truck | 720 | In transit | |
| LDS-58704 | Dallas to Tulsa, medical supplies | 23 Oct | Step deck | 430 | Delivered |
From planned load to verified delivery ships ready to use. One step needs a named approval before the work moves on: Approve carrier offer (Transport Supervisor).
Record the partner, owner and delivery promise with the stop plan.
Check driver eligibility, vehicle readiness and committed intervals.
Review the submitted rate and authority evidence independently.
Recheck the resources and record physical pickup with its operation result.
Retain actual delivery evidence beside the original promised time.
Compare uncertain results with their linked effects and authoritative confirmation.
Open any load to see its carrier offers, the roles that work on it, its process stages and its approvals on one page.
Counterparty, Owner, Promised delivery at and Equipment class.
Each line is linked to this load.
Admin, each with their own permissions.
Prepare load and Plan assignments, with the role that acts.
Approve carrier offer, with who decides.
Copper Valley Trucking · Draft
| Parent | Organization | Carrier |
|---|---|---|
| Memphis to Atlanta, retail fixtures | Riverstone Transport Group | Blue Alder Carriers |
| Memphis to Atlanta, retail fixtures | Silver Fork Logistics | Summit Bend Freight |
| Dallas to Tulsa, medical supplies | Silver Fork Logistics | Red Mesa Transport |
Signed in as Transport Supervisor
| Decision | Approver | |
|---|---|---|
| Approve carrier offerReview the submitted rate and authority evidence independently. | Transport Supervisor |
Everyone opens Freight Brokerage Platform to the work that is theirs. Pick a role to see what it starts with.
Read authorized evidence and reports. Read-only scoped audit; no write or action execution.
This is the first screen this role sees.
Load stops · Auditor
| Parent | Line number | Revision | Stop sequence | Address | Window start | |
|---|---|---|---|---|---|---|
| Chicago to Columbus, packaged flooring | 750 | 390 | 10 | Pickup at West Loop warehouse | 22 Oct | |
| Dallas to Tulsa, medical supplies | 760 | 530 | 70 | Delivery at Columbus retail hub | 18 Oct | |
| Memphis to Atlanta, retail fixtures | 810 | 650 | 60 | Pickup at South Reno cold store | 25 Oct | |
| Dallas to Tulsa, medical supplies | 950 | 580 | 40 | Delivery at Sacramento crossdock | 30 Oct | |
| Reno to Sacramento, chilled produce | 410 | 850 | 50 | Pickup at Memphis fixture depot | 03 Nov |
Review eligible revisions independently and reconcile operational evidence. Read-only across operational tables; approvals run through guarded actions only.
This is the first screen this role sees.
Load stops · Transport Supervisor
| Parent | Line number | Revision | Stop sequence | Address | Window start | |
|---|---|---|---|---|---|---|
| Chicago to Columbus, packaged flooring | 750 | 390 | 10 | Pickup at West Loop warehouse | 22 Oct | |
| Dallas to Tulsa, medical supplies | 760 | 530 | 70 | Delivery at Columbus retail hub | 18 Oct | |
| Memphis to Atlanta, retail fixtures | 810 | 650 | 60 | Pickup at South Reno cold store | 25 Oct | |
| Dallas to Tulsa, medical supplies | 950 | 580 | 40 | Delivery at Sacramento crossdock | 30 Oct | |
| Reno to Sacramento, chilled produce | 410 | 850 | 50 | Pickup at Memphis fixture depot | 03 Nov |
Prepare assigned operational records and execute eligible reviewed actions. Draft scope only; accepted and posted evidence stays read-only.
This is the first screen this role sees.
Load stops · Dispatcher
| Parent | Line number | Revision | Stop sequence | Address | Window start | |
|---|---|---|---|---|---|---|
| Chicago to Columbus, packaged flooring | 750 | 390 | 10 | Pickup at West Loop warehouse | 22 Oct | |
| Dallas to Tulsa, medical supplies | 760 | 530 | 70 | Delivery at Columbus retail hub | 18 Oct | |
| Memphis to Atlanta, retail fixtures | 810 | 650 | 60 | Pickup at South Reno cold store | 25 Oct | |
| Dallas to Tulsa, medical supplies | 950 | 580 | 40 | Delivery at Sacramento crossdock | 30 Oct | |
| Reno to Sacramento, chilled produce | 410 | 850 | 50 | Pickup at Memphis fixture depot | 03 Nov |
Maintain organization configuration and membership. Administrative membership does not confer approval or execution authority.
This is the first screen this role sees.
Transport partners · App Administrator
| Code | Name | Contact name | Address | Eligibility note | Organization | |
|---|---|---|---|---|---|---|
| BAF | Blue Alder Carriers | Nora Velasquez | 1840 West Fulton Street, Chicago | Cargo coverage verified through December | Riverstone Transport Group | |
| SBF | Summit Bend Freight | Malik Hart | 6210 Depot Road, Reno | Reefer fleet approved for food loads | Mesa Point Dispatch | |
| RMT | Red Mesa Transport | Irene Cho | 318 Cotton Avenue, Memphis | Flatbed securement audit complete | Riverstone Transport Group | |
| HLH | Harborline Haulage | Dev Patel | 95 Portside Way, Tacoma | Insurance renewal due next month | Prairie Bend Freight Desk | |
| PCL | Pinecrest Logistics | Amara Nwosu | 2724 Trade Lane, Dallas | Approved for overnight delivery | Crescent Lane Logistics |
Supports user access setup and the account mapping used by the operating team.
Read the load plan, carrier award and delivery outcome from their underlying evidence.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 27 | ||
| Planned | 11 | 41% | |
| Dispatched | 4 | 36% | |
| In transit | 1 | 25% |
Sample totals per stage
Which owners and organizations have loads in each operating state, and what delivery promises need attention?
What is the intended stop sequence, and which arrival or departure observations support the recorded movement?
Which rate and validity accompany each carrier offer against the load?
Where do the same driver's or vehicle's committed intervals need conflict review?
Which eligibility dates and authority references must the Dispatcher check for the planned period?
What readiness and defect evidence should be considered before selecting the vehicle?
How does actual delivery compare with the original promised time for loads with complete timing evidence?
Which revision and operation references support the decision or unresolved action result?
See how Freight Brokerage Platform fits your kind of team.
Keep carrier offers, review decisions and load follow-up in the same operating context.
Read driver eligibility, vehicle readiness and assignment intervals before dispatch.
Keep load ownership and partner evidence within the intended operating organization.
Each stage, from planned load to verified delivery, names the role that acts and the status it records, so a change is never anonymous.
Each stage, the role that acts and the status it records
Use Proto to prepare load context and bring the right evidence to the decision maker.
Set up connections through ERP.AI and Proto workflows, with every change logged.
Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.
Browse all 15 tablesStart with one team and one process, then add the rest once the basics are running.
Select a known transport partner and a warehouse-to-cross-dock load. Identify the Dispatcher preparing it and the Transport Supervisor making the independent award decision.
App Administrator checks organization and membership context. Prepare the driver and vehicle references with their eligibility and readiness evidence. Admin supports user access setup.
Define how load and stop revisions are handled and how appointment windows and assignment intervals are entered. Inspect the planning receipt created with a new load, then rehearse the separate stop and resource checks. Preserve the original delivery promise when recording later observations.
Prepare and submit an offer with its rate, validity and authority reference. Test independent approval, rejection and Return, then inspect the persisted award receipt before completion.
Check overlapping assignments, driver eligibility and vehicle readiness before dispatch. Record pickup and delivery with their evidence, including a late-arrival example.
$0per user
The base account and everyday work in the ERP.AI app are free, for every user.
| Usage | Per $1 |
|---|---|
| Record reads (list, filter, get) | 20,000 |
| Search or aggregate queries | 4,000 |
| Record writes | 4,000 |
| Imported or synced records | 200,000 |
| Workflow runs | 2,000 |
| AI agent runs | 2,000 |
| Scheduled jobs or webhooks | 20,000 |
| File uploads (MB) | 2,000 |
| CSV or PDF exports | 100 |
Click Get started, then use Proto to configure Freight Brokerage Platform for your business. Begin with a known transport partner and a warehouse-to-cross-dock load that exercises carrier review, dispatch and delivery evidence.
Record its owner, organization, transport partner and promised delivery time. Add the equipment class and freight amount, then prepare ordered stops with addresses and appointment windows.
The Transport Supervisor independently reviews the eligible submitted offer through guarded actions. The Dispatcher prepares the carrier name, offered rate, validity and authority reference for that decision.
The Dispatcher compares assignment start and end intervals with other commitments, checks driver eligibility and reads vehicle readiness and relevant defect evidence. Repeat those checks before dispatch.
Keep the carrier authority reference and submitted offer revision identifiable with the parent load revision. Inspect the independent decision and persisted operation receipt before completing the award step.
Compare actual delivery with the original promised delivery time for loads with complete timing evidence. Keep the original promise unchanged when explaining a late arrival.
Attach supporting files to the load and retain proof references against the relevant stops. Choose Internal or Shared visibility deliberately and test the intended reader's access.
Inspect the operation receipt with the load and its linked effects. The Transport Supervisor reconciles the evidence with the authoritative source and retains a specific discrepancy while the outcome remains unresolved.
Use the guarded corrective-scope review procedure and preserve the original evidence. Agree the required authorization with the responsible external operator before changing work controlled outside the platform.
Start free, then use Proto to change fields, steps and approvals before your team goes live.