Fleet Rocket TMS is not just a transportation management system for operating and monitoring in isolation, but also supports your administration and finance departments and teams, both on a day-to-day basis and at the end of each period.

Below is a brief summary of the processes and features that can be used to streamline and automate these areas from Fleet Rocket TMS.

Profiles, Accounts, Users and Roles

Use of Profiles

Fleet Rocket is not a closed TMS that operates internally within your company, but rather is designed so that different profiles can access and interact with it on behalf of your company, saving manual work and providing efficiency and automation for finance teams as well.

With the Back Office (BO) profile, provide full access to your company's employees. Your finance teams will have their own user accounts in the TMS, allowing them to feed and consume information directly in the TMS itself, independently.

For example:

A finance employee can directly access a shipment to check its accessories, who added them, why, their quantity, and read the comments file, and compare all this data independently with the supplier's invoice, without interrupting her coworkers.
Any employee can upload financial documents such as invoices in PDF or XML format in an orderly manner to their corresponding shipment. It no longer matters whether it is received, for example, in the WhatsApp group in the middle of the operation or in pure finance: anyone in the company has the option to help and feed the system, keeping all financial documents correctly organized.
Finance employees will be able to see which shipments have POD or not directly in the system with their user account and even communicate from the TMS via messages or notifications for collection.

With the Carrier profile, your suppliers can connect directly to the TMS, independently attaching all their financial documentation directly to each corresponding shipment. This saves manual rework later on by the finance teams.

Similarly, with the Driver profile, drivers can connect directly to the TMS, live and conveniently from their cell phone, attaching newly received PODs in real time, directly to each corresponding shipment. This saves manual rework later on by the finance teams.

It even has an Agent profile, in case you have external staff working on commission in different parts of the operation. Your agents will be able to conveniently see how their accounts, shipments, and sales/purchase commissions are progressing independently, without having to constantly contact the finance teams.

Use of Accounts

Store all your shipper and carrier accounts in your TMS, with:

Contact directory.
Directory of users with access to the TMS.
List of facilities and points of interest already preconfigured for fast and efficient handling of your shipments.
List of preconfigured fleet units for fast and efficient operation of your shipments.
Documentation repository for each account and fleet.
History and reports.

Finance teams will be able to view all contacts for their carrier and shipper accounts directly in the system. Contact lists include financial contacts, accounts receivable/payable, escalation contacts, etc.

In addition, shipper and carrier accounts have a documentation section where teams can upload various documents related to accounting and financial activities in an organized manner, such as route contracts and ancillary agreements.

Use of Users and Roles

The system has countless roles, allowing you to control in detail who can do what in the system.

You can centralize documents or functions in your TMS, limiting their viewing and execution to your finance teams only, if necessary.

Income, Costs, and Ancillaries

At the shipper account level, you can configure the desired margin for each specific account.

At the shipping level, you can record both the load income and the cost of the transport service, as well as ancillary costs on both sides.

At all times, you have visibility into the pre-calculation of the shipment margin vs. your expected margin, so that operational teams have visibility into their financial metrics while operating in real time.

Documentation

Automatic generation of CRC and SRC

Fleet Rocket TMS automates the creation and reissuance of documents with customers (Shipper Rate Confirmation) and carriers (Carrier Rate Confirmation) when conditions change, automatically and in real time, saving operational and administrative teams a great deal of manual work and human error.

For example: if an ancillary cost is added to a shipment, Fleet Rocket TMS will regenerate the CRC, updating the cost of the shipment with this additional cost, store it chronologically in the documentation section available to the different teams involved, and automatically send it to the carrier. All of this is done without human intervention and in real time.

In addition, CRC documents are branded with our customers' logos and corporate information and are customizable. Many customers use Fleet Rocket TMS CRCs as service sheets, which are also signed at the destination, serving as proof of delivery (POD) for the shipment and allowing our customers to automate the bureaucratic burden of this paperwork for their operational and administrative teams.

Compilation of PODS

Fleet Rocket TMS allows you to differentiate between unloaded cargo with or without proof of delivery (POD). And for cargo unloaded without POD, the system sends numerous notifications to carriers via email, WhatsApp, and mobile app, automating the collection of PODs without human intervention.

Billing and Evidence Portal for Carriers

As we have already mentioned, Fleet Rocket TMS has a Carrier Profile, through which your carriers can access their own portal and manage their loads directly for you.

One of the options on the portal is the Pending Invoices section, where carriers can access a list of all their uncompleted loads and conveniently check which shipments have their PDF invoice, XML invoice, and pending POD, and upload them in an orderly manner.

Operators can also conveniently upload PODs in the mobile app.

This documentation will be conveniently attached for you in your corresponding shipments within the TMS.

Share this portal with your carriers and outsource 100% of the collection of invoices and evidence from your transportation providers.

Automatic Billing Process

Thanks to this launch, automate the compliance process within your finance and accounting departments.

Fleet Rocket TMS can read and compare the information contained in your TMS shipments with invoices in PDF and XML format (stamped by the Mexican Tax Authority, SAT).

If everything is correct, complete your shipments automatically. If errors or inconsistencies are detected, notify your teams for a detailed review, but now focused on specific cases, minimizing repetitive manual work and saving resources in your administrative and financial departments.

Possibility of Integration with Third-Party Systems

Fleet Rocket TMS is a product developed entirely in-house, and FR8Technologies has a robust IT team with extensive experience in custom development and integration with external solutions.

Upon request, Fleet Rocket TMS can be connected to internal or external accounting and invoicing solutions, automating tasks and processes, saving manual work and human error in these important areas following the logistics operation of your shipments.

Use of LoadBoard

The advanced LoadBoard is not only a tool for operational teams, but also has functionality for financial and accounting teams.

For example:

You can create filters for shipments that do not yet have a POD. This way, if the task of collecting proof of delivery is assigned to your finance teams, they can work in LoadBoard with a convenient list of shipments without POD, or, for example, if they are meeting with a shipper's or carrier's finance team, they can create a filter on the spot, filtering all shipments in the account without POD.
If inconsistencies are found in an invoice, for example with the amount of ancillary costs, the shipment can be searched for in seconds on the LoadBoard, and the finance person can independently analyze the shipment log, the details of income, costs, and ancillary costs, who added and/or approved them, comments on the shipment, etc.

Reports vs LoadBoard

Fleet Rocket TMS has several preconfigured reports, which we will detail below.

However, before going into detail about the reports already available, it should be noted that our Advanced Loadboard is not only used for operations, but also to generate ultra-detailed reports instantly.

When creating smart filters or tabs on your LoadBoard, you can choose from hundreds of key shipment data points, allowing you to find virtually any information you need, no matter how broad or detailed.

Once the information has been filtered through your smart filter, you can download it or send it in the form of a report, which means your teams can generate any customized report on the spot.

Reports in Fleet Rocket TMS

Fleet Rocket TMS has numerous reports already preconfigured with which you can view KPIs in real time and generate customized reports for intelligent decision-making.

Although they vary in specific details depending on their area or subject matter, reports tend to coincide in the following general functions:

Reports can be downloaded or sent by email.
Reports can be filtered by date ranges.
If applicable, reports can be filtered by customer or carrier accounts.
If applicable, reports can be filtered by team members responsible for or assigned to customer or carrier accounts.

In the Fleet Rocket TMS Reports section, you will find the following categories:

Land Overview.
Maritime Overview.
Accounts.
Operations.
Carrier Sales (Procurement).
Finance.
Private Fleet.
GPS integrations.

Land Overview Reports

The Land reports section has the following reports available:

Shipments Overview
Shipments Overview Original Currency
Segment Overview
Shipments and Segments Overview
Uploaded and Completed Shipment Dates

Maritime Overview Reports

The Maritime Reports section has the following reports available:

Maritime Shipments Overview
Maritime Shipments Overview Original Currency
Maritime Segments Overview

Account Reports

The Accounts reports section has the following reports available:

Customer Master
Carrier Master
Carrier Master V2

Operation Reports

The Operations reports section has the following reports available:

Segments Created/Posted
Segments Replaced
Ops KPI
Productivity Report for Operations & Carrier Sales
Shipments Comments
Segments Comments

Carrier Sales Reports

The Carrier Sales Reports section has the following reports available:

Bidding Activity - Marketplace
Bidding Activity - Offer Manager
Carrier Sales Reps. Assignments Overview

Finance Reports

The Finance reports section has the following reports available:

Shipments Awaiting POD
Segments Awaiting POD
Insurance: US Domestic Segments
Shipper Accesorial Charges
Carrier Accesorial Charges
Finance Shipments Overview (Unloaded Date)
Finance Overview (Unloaded Date)
Sales Commissions

Private Fleet Reports

The Private Fleet reports section has the following reports available:

Appointment Control Report
Sheet report
Shipments Overview
Shipments Overview MEX
Units in Private Fleet
Customer Attendance Control
Carrier Attendance Control

GPS Integrations Reports

In this section, you will find all the reports on the GPS integrations available on the platform. These reports are used to check the correct identifiers for the vehicle fleet so that the integrations work properly.

Fleet Rocket TMS - Micro Dossier Finanzas y Cierres.pdf
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Introduction