Sample desk · Transportation / trucking · lane: loads

Loads & customers: what the agents did today

Your desk · Loads & customers · Transportation / trucking3 done · 1 needs you · 1 queued
Done today
  1. Rate requests answered from the rate sheet
  2. Two load confirmations sent
  3. Paperwork filed for load 3310
Queued
  1. Quote for a new lane request
Needs your yes
  1. Approve a rate for a new customerDrill deeper ▸

What agents do hereAn agent answers rate requests from your sheet and keeps each load's paperwork together. A rate for a new customer waits for your yes.

◂ All five lanes

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Loads & customers, at a trucking company. Where next?

  1. Drill deeper
  2. Next lane: Dispatch
  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.