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In this release, we have new commission & invoice reports and automated ETA requests.
🚚 New Features
Automated ETA Requests for Brokers
Accounts Receivable Report
Knowing when you’re getting paid by customers should be easy. Our new Accounts Receivable report allows you to:
- Plan for upcoming expenses by seeing when you’ll be receiving payments
- Identify payment risks with a snapshot of overdue invoices per customer
- Save time reconciling invoices with detailed invoice reporting on customer accounts
Want to track something specific? Click into any category of the graphs to filter the entire report by payment term, customer, invoice status and more.
How it works: Click here to see a sample report.
Availability: Available for all users with the Analytics-1 Module.
Commission Report (Updated)
The Commission Report has been updated with better performance, design, and enhanced features. You can now leverage new data visuals, including the Top 5 Agents Based on Total Revenue and Order Volume, as well as advanced customization features to measure progress, success, and accountability. Use these insights to build a competitive freight sales team.
How it works: Click here to see a sample report.
Availability: Available for users with the Analytics-1 Module.
Automated ETA Requests
Spend less time chasing carriers for status updates. With our new widget, you can pre-schedule emails and texts to carriers asking them for ETA updates on any task (e.g. pickup, delivery). Email requests are sent 2 hours before the task is due, while texts are sent 15 minutes before. Either way, just set it up once and let the updates come to you (while you get all the credit).
How it works: Click here to learn how.
Availability: For brokers on all paid Rose Rocket plans with the Partners-1 module.