The platform

Automation

Work that requires no judgment should not require a person. Deterministic and auditable.

Operating Rules

The deterministic core.

Rules engines have been around a long time, and that is the point — there is nothing novel to trust here. A rule is a statement you wrote about your own operation, and it runs the same way every time.

Three kinds of work sit inside it: deciding on a tender, correcting the data the tender arrived with, and moving freight between the parts of your business.

Operating Rules — one tender, three classes
IllustrativeDETERMINISTIC · CONFIGURED
Data overridesbefore anything decides

Tender in

Restated in your conventions

Commodityresolved
Customer coderesolved
Receiving SCACcorrected
Tender decisioningthe rule that decides

Rate the
tender

Tested against

origincommitmentslead timemarginvolume per dayday of week

Auto-accept

tender confirmed

Reject

returned over EDI

Hold it inside

the expiration window — canceled before it times out
Facilitationwhere it goes next

A division or affiliate

offered it first

Another company’s capacity

waterfalled against what is open

Your own assets

through the optimization
margin gate

Brokerage

only below your margin threshold

Written back to the TMS and over EDI

Every path writes back — accepted, rejected, or moved. Whoever subscribed to the rule is told in email or your chat tool.

Tender decisioning

Accept or reject on the things that vary tender to tender.

Origin. Commitments. Lead time. Margin. Volume per day. Lanes, shippers, day of week — any number of rules, against any of it.

And a rejection is a business rule, not a button. You can reject a load and send it straight back through the TMS and the EDI connection. Or you can reject it internally first and offer it elsewhere inside the EDI expiration window — where the rule holds the clock, because a tender that times out instead of being canceled programmatically counts as a service failure to the shipper.

The rule sits on top of the optimization rather than ahead of it: if the recommendation is accept, then accept. The rule does not guess at the right answer. It carries out the one the recommendation produced.

Data overrides

A tender arrives in the shipper’s language and leaves in yours.

Commodities resolved. Customer codes resolved. The SCAC corrected, so the tender reaches the division that should have received it. The list keeps going, and it is different for every customer.

And the corrections a CSR makes from memory every single time this customer tenders — the ones that exist nowhere but in their head — written down once and applied from then on.

Facilitation

Move freight between the parts of your business without anyone facilitating the conversation.

A load can be offered to one division or affiliate first, then waterfalled against the available capacity of the others. It can be evaluated for your own assets through the optimization and then moved to brokerage when the margin does not clear your threshold.

A load that always runs as two legs can be split the moment it is tendered rather than when somebody gets to it — a local fleet on the first leg, OTR on the second. The value is not the click. It is the lead time, and on a split load lead time is what the second leg is short of.

And where a first leg runs on your US operation before handing to an affiliate carrier at the border, the handoff and its documentation travel with the load from the moment of tender.

Any rule can be subscribed to. Whoever needs to know gets told where they already work — email or your chat tool.

Load Building

A CSR pays for good data with the hours it takes to type it in.

Load Building captures the tenders that arrive outside EDI — by email or by phone — and builds the load from the mailbox it landed in, using the order and shipper reference data the Operating Model already holds.

With the Tender Acceptance board, the demand picture is complete.

What it does

Capture the tender wherever it arrived, and build it there.

Inbox — Orders
IllustrativeFreight Science

Meredith Vance

7:42

RE: Pickup Thursday — Laredo

Morning — can you cover this one? Need a dry van out of…

Dana Okonjo

7:31

3 loads out of Joliet next week

Hi — we have three going out of Joliet, all dry van…

Ray Whitfield

7:08

Rate con — 44821

Signed copy attached for load 44821, please confirm…

Priya Raman

6:55

Appointment moved to 14:00

Receiver called, the 09:00 has moved to 14:00 on the…

RE: Pickup Thursday — Laredo

Meredith Vance logistics@example.com

7:42 AM

Morning — can you cover this one?

Need a dry van out of [Laredo, TX 78045] on [Thursday the 14th, anytime after 06:00], delivering to our [Memphis DC (38118)]. Receiver is booked for [Friday 08:00–12:00].

Weight is right around [41,200 lbs], no temp control needed. Rate con attached.

Let me know either way this morning. Thanks — Meredith

RateCon_44907.pdf212 KB

Build order

from email

Origin

Laredo, TX 78045

Pickup

Thu 14 Aug · 06:00 open

Destination

Memphis, TN 38118

Delivery window

Fri 15 Aug · 08:00–12:00

Equipment · Weight

Dry van · 41,200 lbs

Customer

North Bay Supply — confirm?

Domain matches two accounts. Last 6 orders from this sender went to North Bay Supply.

Create orderOpen in load builder

It captures the tenders that arrive outside EDI. Email and phone tender, captured as demand rather than left in a mailbox — including the ones nobody had time to key.

It builds the load from the mailbox. Connected directly to the inbox, using order and shipper-specific reference data held in the Operating Model — which also removes the manual entry that produces billing errors downstream.

Total demand

Without your total demand, three numbers you rely on are wrong.

  • Win rate. If a load requires a quote and you do not know how many opportunities you had in total, the win rate is skewed.

  • Commitment fulfillment. For a customer without an EDI connection, you cannot know whether you are meeting the commitment unless you know how many tenders they sent.

  • Growth. You cannot tell whether a customer has room to grow without seeing what volumes they offered you.

Email tender is not a legacy problem

Email tender is a permanent part of this industry, not a stage carriers grow out of.

EDI has to be justified on both sides by volume, so almost every carrier now on EDI began as a manual tender partner. Plenty of shippers have no EDI capability at all, and most broker-to-carrier relationships are tendered by email.

And shippers will award committed volume without an EDI connection. So the channel that looks the most informal is carrying freight you are contractually expected to cover.

When a lane starts repeating

A recurring lane should not be rebuilt from scratch every time.

Load builder — template
IllustrativeNorth Bay Supply · CKV → GPR

The template holds — six

Everything about this lane that does not change.

Customer

North Bay Supply

Business segment

Trucking

Bill to code

NBS-01

Customer code

NBS

Equipment type

Dry van

Rate type

All in flat

Stop 1 · Clarksville, TN

Live loadAppointment required

Stop 2 · Grand Prairie, TX

Live unloadAppointment required

The email supplies — three

The only things that vary load to load.

Pickup date and time

From the message

Purchase order number

From the message

Rate

From the message

Estimate revenue

Needs six things: customer, business segment, equipment type, stop locations, pickup date and time, and rate with rate type. Four are held outright and the rate type is too — leaving the pickup time and the rate itself. If mileage is missing it is calculated.

The first time a lane is tendered by email, somebody builds it. By the fifth time, everything except the date is the same — the origin, the receiver, the equipment, the accessorials, the reference data that customer's freight needs.

Templatize the build and a repeat becomes a single click that creates a complete load.

The system also gets smarter each time a CSR builds a load. It is agentic in the sense that matters: it executes the build rather than discussing it.

Tours & Driver Bids

A planner commits a driver’s week before a single load is tendered.

A tour or a driver bid commits a driver’s week in advance, and holds the capacity for it before a single load has been tendered.

Two things break it: a leg that never materializes, and a tender that arrives for capacity already committed. From the moment a tender is received, the system knows which lanes belong to which driver and which routes complete a tour somebody defined — and when a leg does not materialize, it finds work to keep that driver moving and puts them back on schedule.

How a tour is built

The truck is reserved before the load is ever tendered.

Project — dedicated tours
Illustrative3 routes · 3 drivers

A tour is a collection of routes. A route is an origin, a destination and a pickup day. Drivers on a tour carry placeholder loads that reserve their capacity until the tenders arrive.

Southeast dedicated 05

The standing week. Same lanes, same days.

Sunday

Jackson, MS → Atlanta, GA

Dedicated LTL

Wednesday

Gulfport, MS → Forest Park, GA

Contract carrier

Priority 1
Friday

Jackson, MS → Forest Park, GA

Dedicated LTL

Capacity reserved

Placeholder loads, already on the schedule.

Driver A · tractor 62043

DedicatedSun heldFri held

Driver B · tractor 62037

DedicatedWed held

Driver C · tractor 1129

DedicatedAvailable

A tour is a collection of routes, and a route is an origin, a destination and a pickup day. Define each one at whatever resolution the lane has — a specific customer location to a named distribution center where it is that precise, or pairings of states and cities where it is not.

Drivers on a tour carry placeholder loads that hold their capacity until the tenders arrive. When a tender comes in that matches a route, it lands on the highest-priority driver still available, and the placeholder becomes the load.

Freight from any shipper that fits the definition will fill that schedule. The tour is defined by geography and by day, so it does not matter whose freight satisfies it.

What a tour is

A tour is a driver’s week, decided before the freight arrives to fill it.

Sometimes it is sold. Recruiters put a set of routes in front of a candidate and tell them this is what you will run — a series of origin-destination pairs built to fill out the week.

Sometimes it is engineered. A dedicated circuit runs a driver from a raw materials facility to a manufacturing plant, on to a distribution center, then to a recycling center and back to raw materials. Somebody designed that loop, and every leg of it has a reason to be there.

Either way it is a commitment made in advance, and the freight has to be found to honor it.

What a driver bid is

A driver bid is a retention tool, not a routing preference.

A driver bid is awarded on a driver’s seniority or their performance with the company, and it lets them run the lanes they want — the same customers every week, or simply a schedule they can count on.

Not every fleet runs driver bids. The ones that do are using them to keep drivers.

Nobody notices the lane

Two things make this hard to scale, and one of them is worth saying out loud.

The first is recognition. A CSR has to spot the lane when it arrives and know that it belongs to a particular driver, or find the pairs that complete a driver’s tour. Miss it, and that driver does not get the week they were promised — which is how a retention tool turns into a reason to leave.

The second is that a driver bid is usually not the optimal answer for the network. That is a trade a fleet makes deliberately, and it is worth naming rather than hiding: the load might have run better somewhere else.

From the moment a tender is received, the system already knows which lanes belong to which driver. Recognizing it stops being a CSR’s job to remember.

A leg does not show up

When one leg fails, the driver has nothing to do — and the rest of the week is still spoken for.

A designed circuit only works if every leg materializes. When one of them does not, the driver is sitting, and the freight that was supposed to follow it is still sitting further down the week.

The gap in that driver’s schedule is recognized, loads are identified to keep them moving, and they are put back on their tour schedule. The circuit resumes rather than unravels.

“This automation has not only been a time saver for our Customer Service team, but it has also helped drive positive change in cleaning up our data integrity. 87% (automation) is higher than I had even expected it to be.”

Andrew B.

Account Manager · 350-truck carrier