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.

Rose Rocket simplifies operations by consolidating tasks into a single system, reducing the need for multiple tools. It enhances visibility by providing real-time insights into orders, loads, and finances, allowing users to make informed decisions quickly. Additionally, it improves collaboration by connecting all stakeholders, ensuring seamless communication and efficient workflow management.

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

Check out our 4-minute video that covers the 4 key concepts that the Platform offers- modules, boards, records, and widgets.

• Navigation Bar - Located on the left side of the screen, consists of various components known as Modules.
• Modules - Essential tools designed to help you manage various aspects of your business efficiently.

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.

• Starred - Pin a board to the main menu for quick access.
• Views - Filtered versions of the database for various use cases.
• Field - Basic building blocks to enter information that create a record.
• Record - Individual instance of an object.

• 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.

• Navigation Panel - Tab through record information.
• Activity Panel - Monitors user interactions with the record, providing a detailed log of actions taken within the software.
• Data Panel - Houses all of the internal details of the order. Allows you to view and edit record fields.

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.

• Widget Menu - A list of suggested actions.
• Widgets - Suggested next action.

Next: Get your orders into Rose Rocket