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Make your next move matter.Strategy · Systems · Automation

Haulsheet

Logistics software, finally simple.Case study · Intelligent Systems

Screens and video use invented demo customers, loads and invoices.

Hauling teams keep load details in one place and driver updates in another, with routes, notes and contacts scattered between them. Haulsheet brings every load, route and driver update into one workspace, so the dispatcher, the driver and the customer all see the same day.

Product
Delivery operations web app
Built for
Dispatchers, drivers, owner-operators and small hauling fleets
Scope
Interface, quoting, route building, driver app, customer portal, notifications, financials and exports

The challenge

Scattered work slows everything down.

Drivers ask the same questions twice. Dispatch digs through messages to find a detail. A small change turns into confusion, and something important gets missed.

The tools on offer are either spreadsheets and screenshots, or enterprise software far larger than a small team needs. The team wanted one place for loads, routes, stops, notes, drivers and job details.

It had to be simple from the first day: clear on a laptop in the office and on a phone in the truck, with no training and no heavy setup.

The interface

Calm screens built for the working day.

The Haulsheet load list with customer, pickup, delivery, miles and status for each load
Loads. Every load with its customer, pickup, delivery, miles and status, from a new request through a sent quote to delivered. Tick several and create a route.
Haulsheet routes list with date, loads, stops and status
Routes. Each route has a date, its loads and stops, and a status from scheduled to complete.
A Haulsheet route showing its stops in order, marked completed or pending, with notes and expenses
Route detail. Stops run in order, each marked pending or completed, with notes, files and expenses kept on the route.
Haulsheet financials with collected, expenses, open balance and recent activity
Financials. Collected, expenses and open balance for any date range, with recent activity, invoices and top expense categories.
Haulsheet bulk communications with channel, audience and a message template
Bulk communications. Text or email customers and drivers from saved templates that fill in names, load numbers and dates.

How a load moves

From a request to a settled invoice.

  1. 01

    Request

    A customer sends the public quote form, or a dispatcher adds the load by hand. Each load is checked for missing details.

  2. 02

    Quote

    A quote is built from a base fee, mileage, labor and crating, then sent to the customer to approve.

  3. 03

    Route

    Approved loads are grouped into a route, by hand or from suggested groupings, with mileage worked out from the addresses.

  4. 04

    Drive

    The driver opens the route on a phone, follows each stop, opens it in Apple Maps or Google Maps and adds photos.

  5. 05

    Tell

    Customers get a text or an email as their load moves, when their details are on file and they have agreed to texts.

  6. 06

    Settle

    Payments, expenses and mileage land in financials, and everything exports to CSV or Excel, with accounting rows for Quicken.

The customer side

Customers get a place of their own.

The Haulsheet customer portal with profile, saved addresses and notification preferences
Customer portal. Customers keep their own profile, saved addresses and notification preferences, and can ask for a new load without a phone call.

The takeaway

Clarity, not more software.

A hauling day goes wrong when people are working from different versions of it. Haulsheet keeps one: the same load, the same route and the same status for everyone who touches it.

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