TMS Software Solutions
Our features are segmented into categories to give you an idea of some of the more extensive solutions our software provides our customers. These features focus on digitizing your documentation, automating your processes, and creating a user-friendly and straightforward interface that manages your sales, operations, and accounting.
Dashboards & Load Management
Increase visibility with live data on sales and operations metrics by utilizing our three dashboards.
Personal Dashboard
Allows the user to see sales and operations information on their customers and loads in real time.
My Team Dashboard
Gives you a full view of what is going on with your team today, this week and this month.
CRM Dashboard
Allows a sales rep to keep up with a broad overview of their sales funnel and get a overview of the health of their sales process.
Simple Load Building
With our New Load Wizard, building loads is as easy as 1-2-3. With this 3 step process, along with default locations and saved items, you can build a load in seconds.
Step 1
Details & Customer Rate
After selecting which customer to build for, the first page is for reviewing the customer info and creating the details and customer rate.
Step 2
Lane & Item Details
Step 2 is where you build all stops (even multi-stop) and items within the load. Addresses and Items autofill and can be set to default.
Step 3
Carrier Details & Rate
Add your carrier, leave it blank, or post this load to a connected load board. Place the Carrier Rate and send a Digital Rate Confirmation.
Thorough Load Management
Your Transportation Management System should give your team the ability to manage all of your freight with ease. We built EZ Loader TMS around the idea that the ability to find, process, and analyze your information is the best way to be efficient.
Advanced Search
EZ Loader TMS is powered by the ability to quickly and easily access all of your data. Advanced Search allows you to find active and historical loads.
Custom Load List
Your load list is fully customizable with 5 categories and over 70 columns to choose from, hide and unhide what is useful to your job. See the Load List however you need it!
Easily Navigated Load Page
A transportation management system should allow you to easily view the information you need and avoid the rest. Our load page was designed just for that.
EZ Tracking - SMS Based Shipment Tracking
EZ Loader TMS provides a built-in tracking solution via SMS text messaging. EZ Track allows EZ Loader TMS users to send pings via SMS messaging to driver cellphones. Once clicked, this ping sends a web link that will return a user’s location and display it on a map with both a current address location and ETA. The ETA is based on Google truck routing and shows the entire route, completed transit in green, and leftover transit in red.
Carrier Update Request
Automate status update request emails to your carrier base. Users can send automated emails to carriers and dispatchers requesting tracking updates on any loads. These messages generate load information and provide carriers with a quick web link to input location, ETA, and current status information. These emails filter data into the system, which can be sent automatically to your customers.
External Tracking Link
Think UPS & Fedex Tracking Links, but for EZ Loader TMS Loads.
Send a link or tracking number for any load built-in EZ Loader. This link will open a page like the one above, showing the user a broad overview of tracking information. Tracking log data will come from third-party tracking integrations, EZ Tracking, carrier email update requests, and even check calls. Users can automate customer emails with tracking links attached at different points in the shipment cycle.
Digital Signatures & Documents
Say goodbye to unnecessary paperwork and discover the ease of digital documentation. Carriers and Customers are able to receive and e-sign confirmations, agreements and more directly in EZ Loader TMS.
Digital Signatures
At EZ Loader TMS, we understand the importance of streamlining processes for freight brokers. To make your work easier, we have incorporated a digital signature function into our TMS specifically designed for freight brokers.
With this feature, your dispatchers, new customers, and carriers can easily sign documents digitally, eliminating the need for waiting on emails with scanned copies. Plus, all signatures and documents are securely saved and documented for legal purposes.
Rate Confirmations
Customer Confirmations
Sending Rate Confirmations and Customer Confirmations are a breeze in EZ Loader. Simply build the load and send the rate con, the carrier and customer will receive an email with a unique link that will take them to a page that shows the details of the load.
They can sign off at the bottom of the screen. A PDF copy is sent to you and them as well as saved in the load.
Automated Documents
Your Transportation Management System should give your team the ability to manage all of your freight with ease. We built EZ Loader TMS around the idea that the ability to find, process, and analyze your information is the best way to be efficient.
Sales Tools & CRM Built-Ins
A CRM is the cornerstone for any sales team. With EZ Loader TMS, you empower your sales team by having a full CRM within your TMS eliminating data replication and streamlining your sales process.
CRM Dashboard
Allows a sales rep to keep up with a broad overview of their sales funnel and get a overview of the health of their sales process.
Tasks & Reminders
Tasks allow you to quickly set reminders for customers, carriers, prospects and loads. Quickly set tasks within your current screen and work them quickly in our task queue. Reminders will trigger at the set date and time so your team is always up to date.
Prospects → Customers
Maintain profiles for your prospects with notes, tasks and information about your potential customer. When they are ready to move some loads, transfer them to a customer profile
Carrier Relationships Build Your Business
Carrier Relationships are incredibly important in this industry. When creating EZ Loader TMS for freight brokerages, we focused on making your interactions with carriers seamless and efficient.
Access your carrier network and foster long-term relationships by utilizing digital carrier onboarding, digital rate confirmations and POD & Invoice Upload portals. We push the envelope to make both the broker’s and carrier’s jobs easier.
Quotes - Send and Manage Quotes Internally
The Quotes feature allows you, the user, to effortlessly send quotes to prospects and customers for the loads they need to be shipped. With this indispensable tool, you can initiate and facilitate the quoting process with a few simple clicks, transforming your sales process and enhancing your customer relationships.
With our Quotes feature, you're not just sending quotes; you're building lasting relationships. Provide your prospects and customers with an exceptional experience, from the first inquiry to load delivery.
Customer & LTL Portals
Customer visibility and information is key in logistics. Our Customer and LTL Portals give your customer more information and more control in their shipping process.
Customer Portal
Give your customer a (free) login to EZ Loader TMS. When you set your customers up on our customer portal, they will see a branded dashboard with upcoming load information as well as the ability to search and view their historic loads. Along with customer reporting, your customers will feel like they are being overserved before you even pick up the phone.
LTL Portal
Give your customer a (free) login to EZ Loader TMS. When you set your customers up on our customer portal, they will see a branded dashboard with upcoming load information as well as the ability to search and view their historic loads. Along with customer reporting, your customers will feel like they are being overserved before you even pick up the phone.
LTL Rating
Access your network of LTL Carriers and quickly rate contracted LTL, Volume and Guaranteed Spot Pricing. EZ Loader’s built in LTL parameters dynamically adjust for overlength and volume to ensure accurate pricing.
LTL Carrier Management
Be able to manage and compare your LTL Carrier rates on each lane. Load in your own blankets, customer specific pricing or allow EZ Loader to get you set up with LTL pricing through a preferred partner.
Carrier Onboarding and Load Matching
Simplify the process of bringing on and updating carrier information with our digital onboarding. Carriers are able to onboard and upload information directly into EZ Loader for your review.
Carrier Database & Integrations
EZ Loader TMS has a carrier database that can be searched via MC#. We also are integrated with your favorite carrier monitoring system to pull insurance information automatically
All Things Digital
Gone are the days of print, sign, scan, send. Select your carrier that you would like to onboard, click “send onboarding” and they will receive an email with a link to the digital onboarding page.
Carrier Onboarding Portal
The onboarding link will take the carrier to the onboarding portal. This will allow them to upload insurance, W9, and Authority. This will also let them view and sign your carrier agreement.
EZ Freight Matching
Discover the power of EZ Freight Match. By utilizing this feature, users are able to pull in qualifying carriers by matching them based on previous lane history. Automatically send out load tenders and rate confirmations to quickly book loads within your network.
This helps you build relationships with your carriers and should save time on finding trucks for common lanes.
Carrier Document Retrieval
Automatically send drip campaigns to carriers requesting PODs and Invoices on delivered loads. Web links allow carriers to directly upload documentation and submit any rate changes for you to review internally.
POD & Invoice Email Drip Campaign
As soon as a TL load is set to “delivered” status, a user is prompted to send a POD/Invoice request to the dispatcher or factoring company based on what is set up in the AP for that carrier. Our Freight Broker TMS then begins a series of automations to remind the carrier that they need to upload the POD and Invoice for this load. This is the first link in the chain of AI Accounting Automation for Freight Brokers.
Carrier POD/Invoice Submission Portal
Carriers will receive an email with a link to a POD/Invoice page for this particular load. Here, they can submit PODs, Invoices, and Miscellaneous Documents to support their invoice. They also have the ability to request additional costs if there are any. Once submitted, these documents will flow through document management and begin the automation journey for invoicing your customers. What other transportation management system does that?
Document Management
Document Management is a central repository for incoming unprocessed documents from several sources. Users can review, split, and process the documents for final storage in their appropriate locations, such as a Load profile, a Customer profile, or a Carrier profile.
Multiple Document Sources
Documents flow into document management from three sources: carrier document upload, automated email aggregator (pulls attachments in billing email), and user-uploaded documents. Document management lets users preview, audit, and digitally assign every document within the TMS.
Document Splitter - Built-in
The days of printing, scanning, or using outside PDF splitters are gone. Document management includes a built-in PDF splitter that allows you to split, assign, and delete individual documents as they flow into the TMS.
Prediction and Audit
As documents flow into the TMS, our AI software will predict document types based on load numbers, document titles, email subject lines, and more. We aim to eliminate critical keystrokes, and document management allows users to audit carrier invoices live.
Accounting Automation & Sync
Years ago when EZ Loader TMS began, there were manual processes that had to be done in order to handle accounting in the system. This led to far too many accountants doing jobs that could have been automated. We have taken the the accounting process and automated 90% of the process through the EZ Loader TMS AI Powered Accounting Automation. Driven by backend automation, a load goes from Delivered to Invoiced through an automated process that will increase your accounting efficiency x10. EZ Loader takes the frustration out of the accounting process for you.
Accounting Sync
Two-way accounting sync is available for all tiers with our seamless quickbooks online integration. Sync invoices, payments and maximize your accounting workflow. Our sync program works best with Quickbooks Online or Quickbooks Desktop.
Management & Reporting
Management roles and responsibilities are made easy in EZ Loader TMS. Each user is assigned a user group with the appropriate roles and permissions. Separate users into teams to utilize the hierarchy that is needed to run an efficient logistics company.
Detailed Custom Reporting
Detailed reports are available in both excel and PDF formats and cover a wide range of sales, operations and accounting data. Customized reporting is also available for any specific parameters and can be tailored to your business need.
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