Onboarding · Live demo
Subcontract carrier onboarding for freight companies
Collects insurance certificates, registrations, licences, the signed agreement and bank details from new subcontract carriers, and tells the subcontractor coordinator what is outstanding before they can be given work.
Talk to Jake at Westbound Freight Lines
Westbound Freight Lines is made up. Jake is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.
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The problem
Owner drivers start runs before their goods in transit cover or registrations are on file. The coordinator chases certificates by phone, and bank detail changes by email are a fraud risk.
How it works
- Lists the documents a new carrier must give before they get work
- Collects ABN, insurance certificates, registrations, licences and the signed agreement
- Reminds the carrier of anything missing or about to expire
- Passes bank details to the coordinator, who confirms them by phone
- Never discusses or agrees rates; those go to the coordinator
What it connects to
- Dave (owner driver)G'day, Paul said you'd sort my paperwork. I've got one truck and want to start on the Bunbury runs.
- AgentHi Dave, it's Jake from Westbound. I've opened your carrier file and let Paul Nguyen know you've been in touch.
- Dave (owner driver)My public liability is only $10 million. Will that do?
- AgentI've passed that to Paul with your certificate details and he'll come back to you. Meanwhile I need your ABN, goods in transit certificate, truck registration, licence copy and the signed subcontractor agreement.
Illustrative conversation. Names, numbers and details are made up.
Related examples
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Delivery exception line for road freight companies
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Takes fault reports on trucks and trailers from drivers and depot staff, logs the job with fleet number, odometer and photos, books an overnight workshop slot, and puts drivers on the road straight through to the duty workshop supervisor.
New driver onboarding for trucking and freight companies
Sends new drivers their start details, collects licence, medical, traffic history and payroll paperwork, and tells the payroll officer and compliance manager what is outstanding before the first shift.
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