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- Warehouse + Fleet + Delivery
- Who it's for
- Contract carrier operations
Contract carrier operations
A team using transport partners needs a clear record of which carrier was selected for each load and what the carrier actually did. The load links to a partner directory entry with its contact and eligibility note. Stops hold the operational sequence and appointment windows. Attachments and proof references carry delivery evidence back to the load, while the original promised delivery time remains available for comparison.
How Warehouse + Fleet + Delivery is set up for you
Partner selection
Dispatcher chooses an active transport partner and checks its current contact and eligibility context.
Custody boundary
Warehouse Lead records the transfer to the named driver and submits the handoff for an independent decision.
Movement evidence
Record actual pickup, stop arrival and delivery times against the planned load.
Issue resolution
Operations Manager follows failed receipts and reviewer decisions before changing the load's outcome.
A team using transport partners needs a clear record of which carrier was selected for each load and what the carrier actually did. The load links to a partner directory entry with its contact and eligibility note. Stops hold the operational sequence and appointment windows. Attachments and proof references carry delivery evidence back to the load, while the original promised delivery time remains available for comparison.
Choose one operating organization and a small set of partner records used in ordinary dispatch. Agree which partner identifier the team uses when speaking to the carrier and what external acknowledgment must be connected. If a partner system supplies proof of delivery, decide how its reference reaches the stop or load evidence record. Keep the physical delivery decision separate from any invoice or carrier settlement process.
Rehearse a load carried by a partner through an on-time recipient delivery. Then rehearse a changed driver after the custody record was submitted. The Independent Reviewer should examine the changed transfer scope rather than rely on a prior approval. Add a case where the partner claims completion but the local operation receipt failed; the Operations Manager should inspect both sides before closing the discrepancy.
Features to start with
Loads and dispatch
Plan freight loads, keep the promised delivery time and record each dispatch decision.
Warehouse custody
Review a warehouse-to-driver transfer on its submitted revision before completion.
Partners and organizations
Keep operating organizations, staff membership and transport partners linked to each load.
Roles on the team
- Dispatcher
- Plans loads, checks assignments and releases movement.
- Warehouse Lead
- Prepares and submits custody transfers for review.
- Independent Reviewer
- Decides submitted custody and exception revisions without preparing the source work.
- Operations Manager
- Owns exception resolution and reconciliation of unresolved effects.
- Admin
- Maintains organization, user and partner scope.
Set up Warehouse + Fleet + Delivery your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.