2025 Product Updates - Edition 3

Carrier Rules

We’re introducing Carrier Rules, a new structured approach to managing carrier selection and rating on shipments. With this update, you can define rules based on carrier attributes, shipment type, region, liability requirements, and more, ensuring compliance and efficiency.

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Carrier Scorecards Enhancements

We've enhanced Carrier Scorecards with updates that streamline audits and expand reporting capabilities:

  • Required Question Prompts: Users must answer required audit questions before updating a shipment's status to In Transit or Delivered, ensuring better data accuracy.

  • Expanded Custom Reports: New data points provide deeper insights into carrier performance, including pickup, delivery, and total audit scores at both the shipment and carrier levels.

These updates help improve compliance and reporting while simplifying workflows.

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Customer Trends Report

The new Customer Trends Report helps brokers track revenue trends, shipment volumes, and margin performance over time. With flexible filters and key metrics, you can identify shifts in customer activity and take proactive action.

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Custom Reports - New Date Ranges

We've added more date range options in Custom Reports, giving you greater flexibility when filtering data:

  • This Week (Sunday–Saturday)

  • Last Week (Sunday–Saturday)

  • Tomorrow

  • 3 Days +/-

  • Next 7 Days, Next 15 Days, Next 30 Days

  • More than 30 days ago (Capped at 90 days)

  • More than 90 days ago (Capped at 180 days)

  • More than 6 months ago (Capped at 12 months)

  • More than 12 months ago (Capped at 24 months)

These updates make it easier to generate reports with the exact timeframes you need.


Region Management

Region Management now provides a centralized page in the TMS to define and organize geographic areas for streamlined operations. This page allows users to manage regions used in Broker Carrier Preferred Lanes, Tariffs, and Carrier Rules, enhancing pricing strategies, routing, and carrier selection. With a structured approach, users can efficiently create, modify, and oversee regions, ensuring consistency and optimization across the platform.

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Front-Office - Reference Number

End customers can now update reference numbers directly from the Customer Portal for improved shipment tracking. This update allows brokers to maintain accurate shipment details while reducing manual requests. Users can enter any reference numbers enabled for front-office visibility, ensuring seamless collaboration and data accuracy.

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New Multi-Sales Rep Filtering for Shipments

You can now filter shipments by multiple sales representatives on the Company Loadboard and Shipment Search pages in the TMS. This update makes tracking and managing shipments easier across different team members, improving visibility and efficiency.

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Address Book – Auto-Apply Accessorials

Attach accessorials to an address to automatically apply them. When you select the address for a shipment, the associated accessorials will be included, saving time and reducing manual entry.

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