This past month saw more work on the backend to continue to support workflows with our integration partners and maintain the reliability of our services and database storage but we managed to squeeze in a few user requested features.
Customer Portal
Customers can now be given a unique URL with permissions to either view their loads or view and create new loads.
Required Assets for Trip Completion
If you are a system admin, you can set your organization level perference to require certain assets [Driver, Tractor, and/or Trailer] to be assigned in order for a trip to be completed.
You can override this setting on a trip level to prevent any progress from being blocked or for loads that may require more or less visibility.
Asset Filters on Financial Summary
Users have requested to build more of an individual asset P&L so we've enhanced the Financial summary page to allow Filtering on assets.
This filter will work across both Income and expense sections over the period you have selected to give you a true operating income of that Asset.
Customer Experience & Load Board Integration
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Customer Portal
Introduced a customer-facing portal, enabling direct access to shipment data, tracking, and documents—streamlining communication and reducing manual updates.
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Integrate Manifold Loadboards to LoadOps
Added support for the Manifold loadboard within LoadOps, expanding sourcing options and enhancing the broker’s ability to find capacity or post loads.
Advanced Reporting Enhancements
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Enhance Advanced Report – Trip and Stops Tab to Break Down Revenue by Mileage Percentage
Added analytical depth to trip reporting by calculating revenue distribution based on mileage contribution per stop.
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Add Brokered/Carrier Column to Load/Trip Tabs in Advanced Report
New columns to distinguish between brokered vs carrier-operated trips/loads, enabling better segmentation and reporting.
Financial Operations and Factoring Enhancements
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Improve Factoring Job Implementation
Enhanced background processing for factoring tasks, improving speed, accuracy, or integration with financial providers.
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Add Associated Entities to Grid and Filters for Finance Account Summary Page
Second phase of enhancements to finance reports, further improving account visibility by entity type (e.g., customer, carrier).
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Update Turvo Invoice API Logic for Release
Finalized and deployed invoice logic for external partner integration with Turvo, improving invoice automation.
Trailer & Equipment Management
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Add Unassignment “x” Button to Terminal in Trailer Page
Introduced a simple and clear method to remove terminal assignments from trailers, streamlining yard operations.
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Create Org Preference to Require Driver/Tractor/Trailer for Trip Completion
Adds validation logic to ensure proper resource assignments (driver, truck, trailer) before trips can be closed—improving operational discipline.
User Filtering and Logging Improvements
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Add Driver Employment Type Filters in the “Type” Filter of Settlements
Enhances accounting views by allowing filters for employment types (e.g., company vs owner-operator).
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Implement Logging of API Payloads
Adds backend observability by tracking API payloads for audits, debugging, or security purposes.