Step 1
Import Your Data
Complete loads as usual, with rates and charges on each load.
Reports and analytics
See where the money goes, load by load
Profit per load, per truck and per customer, margin in the billing queue, the Money Check, custom and scheduled reports, and exports to Google Sheets and CSV.
Overview
Margin disappears in the details
In drayage, a load that looked profitable at quote time can lose its margin to waiting time, per diem, chassis days and charges nobody billed. Owners usually find out weeks later, if at all. Small fleets in particular rarely have a clear answer to which trucks and which customers actually make money.
Dispatch Board shows linehaul and margin per completed load in the billing queue, and reports profit per load, per truck and per customer. The Money Check adds one figure for money you may be leaving on the table. Reports are part of the Medium plan and above.
Profit Insight
Profit per load, per truck and per customer
The billing queue lists completed loads with linehaul, margin and proof-of-delivery status. Profit per load, per truck and per customer gives you the same view from three angles: which jobs, which equipment and which customers earn their place.
Those answers feed practical decisions: which customer to renegotiate with, which lane to stop taking, and where the credit limit and collections effort should go. Credit limits, aging and collections are covered on the invoicing and billing page.
- Linehaul and margin per completed load in the billing queue
- Profit per load
- Profit per truck
- Profit per customer
- Driver scorecards
Financial Tools
The Money Check and custom reports
The Money Check totals unbilled detention, missed charges, per diem to bill or dispute and chassis charges to dispute into one figure. Tick one box and it arrives by email every Monday. The detail behind it is on the per diem and detention page.
For anything else, there are custom and scheduled reports. Build the view you need, and schedule it to arrive when you need it. A customer service week grid also gives a seven-day look at what is moving.
- Money Check: one figure for money left on the table
- Optional Monday email
- Custom reports
- Scheduled reports
- Customer service week grid for the next seven days
Data Access
Getting your data out
Your data stays yours. Google Sheets sync lets accountants and owners work in a spreadsheet, and QuickBooks Online and Xero sync carry billing to your books. CSV downloads and a backup file are available at any time.
Details on each connection are on the integrations page. QuickBooks Desktop and EDI are not supported.
- Google Sheets sync
- QuickBooks Online and Xero sync
- CSV downloads
- Backup file download at any time
- Not included: QuickBooks Desktop, EDI
How it works
From loads to answers
Step 2
Sync Accounting Systems
Open the billing queue to see linehaul and margin for each completed load.
Step 3
Review Profit and Margin
Check profit per truck and per customer in reports, and schedule the ones you want regularly.
Step 4
Generate Reports
Tick the Monday email on the Money Check to get the one figure in your inbox.
Reports are part of the Medium plan and above. Figures are only as good as the loads and charges entered, so try it on your own week.
Try it
What to test in the 14-day trial
A report is only as good as the data behind it, so the test is whether the answers match what you already believe. Load a month of real loads, then look at profit per truck and per customer. If one of them surprises you, look at the loads behind it. The trial is free, with no card needed to start.
Keep in mind that a profit figure depends on what you enter as costs and charges. If a number looks too good, check which charges are on the load. If you want to see how the figures are built, open the load and look at its rates, accessorials and billing status.
- Load a month of real loads with their charges
- Look at profit per customer and see if the ranking matches your instinct
- Check profit per truck and look at the loads behind the lowest one
- Turn on the Money Check Monday email and see what it totals
- Export to CSV or Google Sheets and check it opens the way your accountant wants
Questions
Frequently asked questions.
What financial data can I see in the billing queue?
The billing queue shows completed loads with linehaul, margin and proof-of-delivery status, with tabs for per diem and chassis bills. It also holds credit memos and payments.
How does Money Check help reduce hidden costs?
The Money Check totals unbilled detention, missed charges, per diem to bill or dispute and chassis charges to dispute. An optional Monday email sends the figure.
Can I get profit information for individual trucks?
Yes. Dispatch Board reports profit per load, per truck and per customer.
Can I export my data?
Yes. CSV downloads and a backup file are available at any time, and there is a Google Sheets sync.
Which plan includes reports?
Reports are part of the Medium plan and above. Pricing is on the pricing page.
See which loads earn their keep.
Start a trial and run a week of your own loads through the billing queue.