Basic Concepts of Platform

This guide will give you an overview of the key concepts of the Platform so you can get started quickly and effectively.

Table of Contents

Watch our 4-min video

Boards: The spreadsheet of trucking

Record View: Our intuitive 3-panel design

Widgets: Your workflow assistant

Academy Video

If you're a visual learner, check out our 4-minute video that covers the basic concepts: 

Boards: The spreadsheet of trucking

For many businesses, no TMS has been able to replace what spreadsheets can do. 

Boards in Rose Rocket look, function, and feel like spreadsheets—but with additional tools made for trucking. You can bookmark views for quick access, duplicate boards, and share them with others. Check out the helpful visual below, which demonstrates these features along with the customization options that Boards offer.

The Extension Menu hosts advanced features such as integrations, duplication, and data export, saving time and maximizing data potential.

Record View: Our intuitive 3-panel design

This tool features a 3-panel design that simplifies data input and keeps all information accessible on one screen, improving your multitasking while making the tool easy to use.

Widgets: Your Workflow Assistant

Widgets are a powerful tool, serving as your dedicated assistant. They provide you with a list of actions that you need to take to complete a particular workflow. Widgets are designed to minimize human errors and accelerate the onboarding process.

The Widgets’ flexibility allows you to skip ahead or return to a specific Widget based on your business’s order of operations.

Next: Get your orders into Rose Rocket