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- TMS for Trucking and Road Carriers
- Who it's for
- Regional road carriers
Regional road carriers
Regional carriers work with familiar lanes and changing daily conditions. A regular pickup can still need a replacement truck, a new delivery contact or a revised promise. Keep the load plan and actual execution together so Dispatcher can hand the work to the next shift with a clear explanation of what remains open.
How TMS for Trucking and Road Carriers is set up for you
Plan recurring work
Use standard lane records for origin and destination context, then prepare the load's actual departure, requested units and stop sequence. Confirm the customer's current address before review, even when the journey looks familiar.
Resolve the resource question
Dispatcher selects a driver and vehicle while Fleet Manager checks eligibility, readiness and unresolved defects. A Held assignment remains visible while the team resolves the reason it cannot yet be confirmed.
Follow the delivery evidence
Delivery Coordinator records the stop progress and receiver. A disputed signature stays with the case while the operational team checks the location and time before settlement preparation.
Close the driver's statement
Settlement Clerk prepares the statement against the load. Settlement Approver reviews it independently before payment is arranged through the carrier's external process. Retain the settlement reference when reconciling completion.
Regional carriers work with familiar lanes and changing daily conditions. A regular pickup can still need a replacement truck, a new delivery contact or a revised promise. Keep the load plan and actual execution together so Dispatcher can hand the work to the next shift with a clear explanation of what remains open.
Begin with an operating company and a recurring lane handled by the same dispatch team. Choose a completed journey whose pickup documents, delivery confirmation and driver statement can all be inspected. Replay it from Draft through independent settlement approval, then introduce a late delivery-address change and an unavailable truck.
Ask the next shift to find the vehicle actually sent and the reason for the changed plan. Ask the settlement reviewer to identify the approved revision and completed-load evidence. Expand to other lanes after the team can explain those handoffs consistently. Use [the implementation plan](/tms-for-trucking-and-road-carriers/implementation) to agree the pilot and its external accounting responsibilities.
Features to start with
Dispatch assignments
Match approved loads to drivers and fleet equipment, then keep dispatch status visible.
Fleet upkeep
Bring equipment condition, service dates and fuel records into the dispatch conversation.
Load planning
Prepare the lane, departure promise and stop sequence before a manager approves the load.
Roles on the team
- Dispatcher
- Prepares load plans and assigns available drivers and vehicles to approved work.
- Transport Manager
- Reviews load scope and decides whether planning or corrected work can proceed.
- Delivery Coordinator
- Records execution milestones and checks delivery confirmation against the actual stop.
- Fleet Manager
- Maintains driver eligibility and fleet readiness while resolving defects and service work.
- Settlement Clerk
- Prepares freight charges and driver statements with supporting completion evidence.
- Settlement Approver
- Independently authorizes the submitted driver settlement revision before external payment.
- Admin
- Configures organization access and maintains the staff identities used in operational ownership.
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.