Qualify and offer the load
Record shipper source, goods description, equipment requirement, windows, access facts, document needs and the person receiving the offer.
Workflow blueprint
Truck dispatch needs a versioned trail from offer to reported closeout
A load instruction board, not a broker, carrier-authority verifier, route planner, ELD, live tracker, rate engine or arrival predictor.
Preserve the shipper reference, pickup and delivery facts, equipment need, offered driver and vehicle, acceptance source, instruction versions, appointments, access notes, reports, exceptions, documents and closure decision.
TL;DR — Preserve the shipper reference, pickup and delivery facts, equipment need, offered driver and vehicle, acceptance source, instruction versions, appointments, access notes, reports, exceptions, documents and closure decision.
Capture acceptance and instruction version
Keep driver and vehicle proposals, response time, conditions, revised dock notes and acknowledgement under separate version identifiers.
Receive milestones and exceptions
Separate pickup, detention, delay, refused instruction, receiver challenge and document upload by sender and reported time.
Review closeout without declaring delivery
Present outstanding documents, cargo allegations, customer response, finance questions and responsible closure authority.
Page-specific decision aid
A trucking load offer, acceptance, instruction, milestone, exception, document and closeout board
The board follows a refrigerated load through an initial offer, driver decline, replacement acceptance, revised dock time, temperature-instruction acknowledgement, pickup report, detention message, receiver exception, document upload and disputed closeout. Each milestone retains its sender.
- ✓An accepted load is not operating authority.
- ✓A dispatch update is not verified location.
- ✓An uploaded document is not proof of delivery.
Scope first
What Codeblix would confirm before implementation
This page is an operational blueprint. The final workflow, screens, permissions and integrations depend on your current process and agreed implementation scope.
- ✓Commercial acceptance never substitutes for operating authority
- ✓Instruction changes identify affected parties and acknowledgement
- ✓Every milestone retains sender and reported time
- ✓Authority licences vehicle condition hours routes position ELD rates ETA cargo condition payment and delivery proof excluded
Relevant Codeblix foundations
Review the existing product areas that support the proposed workflow.
Use the related planning tools
Run the operational calculation, save the result in the URL and share it with your team.
Map this workflow to your operation
Tell Codeblix how work moves today. We will confirm the practical scope before proposing an implementation.
Discuss your workflow