Sample desk · Transportation / trucking · lane: billing

Billing & drivers: what the agents did today

Your desk · Billing & drivers · Transportation / trucking5 done · 1 needs you · 1 queued
Done today
  1. Invoices sent for 9 delivered loads
  2. Driver settlements prepared
  3. Fuel tax miles logged by state
  4. + 2 more done today
Queued
  1. Factoring batch for Friday
Needs your yes
  1. Approve this week's driver settlementsDrill deeper ▸

What agents do hereAn agent bills each load once its paperwork is complete and prepares settlements from the logs. Paying drivers waits for a person.

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Billing & drivers, at a trucking company. Where next?

  1. Drill deeper
  2. Next lane: Loads & customers
  3. Back to the trucking desk
  4. What agents never do alone

This is my kind of work. Talk to us.

Guided intake · the desks are sample businesses, not real customers · replies come from the SogaStudio team.

On your own desk

This lane is a sample. On your own business it starts from the way your team already does the work: each step written down as a work order, the repeat steps given to one agent, and a gate wherever a mistake costs money or your name.

Spending and anything that goes out in your name wait for a person. Routine work you have approved runs on its own, behind checks that stop it when something looks wrong.