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- TMS for Trucking and Road Carriers
- Implementation and migration
How a TMS for Trucking and Road Carriers rollout works
Pilot a real load from planning through delivery and independently reviewed settlement.
Agree operating scope
Choose the pilot company and lane. Name the planning owner, fleet contact and independent settlement reviewer. Agree how requested units, time zones and driver references are interpreted.
Map the records
Collect organization, staff, partner, driver and vehicle identities. Resolve load and stop references before importing tracking, delivery proof or statements. Keep the original documents available for comparison.
Configure the pilot
Set up role access and the working queues. Walk through planning review, assignment, delivery evidence and settlement approval with the people who will run each step.
Rehearse exceptions
Change a delivery address during planning review. Replace a vehicle with an open defect. Dispute a delivery confirmation and reject a statement until the evidence is resolved. Test the independent review with separate accounts.
Reconcile and release
Compare imported work with source records, including open defects and pending statements. Confirm charge amounts by currency and driver pay in USD. Agree the cutover owner and recovery approach before the team begins the next operating cycle.
What the customer provides
- Operating company details, time zones and staff identities.
- Current partner contacts, lane definitions and active load documents.
- Driver eligibility records, vehicle condition and maintenance evidence.
- Representative delivery confirmations and driver statement examples.
- Charge-review policy, settlement approval owners and external payment responsibilities.
Changing it afterwards
Use Proto to prepare a configuration change and review it with the person responsible for the affected work. Replay the changed handoff and its exception cases before release. Retain earlier review reasons and source revisions when correcting operational records. A changed amount needs review of that amount before external payment.
Prepare your first operating cycle and agree connected systems.
Set up TMS for Trucking and Road Carriers your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.