BrokerWare General Information

BrokerWare is a web-based, freight management application that will increase the efficiency of any freight broker. Our software is continuously updated with new features, maintaining the most efficient and technologically driven management software on the market.

Calculating your success one shipment at time!

BrokerWare has mastered every angle of the freight broker's daily necessities, which include; user friendly dispatch, carrier rating selection, tracking and tracing, seamless accounting integration, detailed administrative reports, sales staff portal, customer access and organized data storage.

Contact us today to schedule an online demonstration of BrokerWare

Dispatch Tools

• Increase the productivity of your operations staff
• Reduce the time required to enter orders and create shipping documents
• Optimize the carrier selection process

Order Entry - The order entry process is accelerated by showing all the data for the previous shipment entered for that customer. This makes it very easy to select other shippers, consignees and products related to that customer.

Dispatch Links - The dispatch section has links highlighted in red and displays a shipment counter to show work that needs to be attended to right away. This includes customer quotes, dispatches for today, shipments not assigned to a carrier, customer entered orders, and pickups for today. These links help keep dispatchers organized.

Dispatch Load Board - The dispatch load board shows real time information about all shipments that are pending. The list includes shipments without carriers assigned and shipments waiting to be picked up.

Load Posting - When dispatching, shipments can be automatically posted to various load posting boards; GetLoaded, 3sixty Freight Match, Internet Truckstop, 123LoadBoard and Post Everywhere. The posting is automated and does not require re-entering information.

Load Searching - When trying to find a carrier to move a shipment, all the load matching boards can be used for searching for available trucks. While searching, some of the pertinent information is automatically entered.

Carrier Selection

• Improve profit margins
• Shorten carrier research times
• Expand your carrier database

Load Posting Boards - A seamless integration with the load posting boards allows a shipment to be posted without any additional work or double entry. The load boards can also be searched for available trucks without having to remember an additional user name.

Least Cost Routing (LCR) - A list of least cost carriers can be generated for a specific shipment. The list is generated based on information saved for the shipment and to the carriers' tariffs. This list will help to immediately find the carrier that will provide the lowest cost service for a shipment.

Carrier Transit Times - When performing Least Cost Routing (LCR) carrier transit times are viewable to the dispatcher. This feature helps dispatchers choose the most time efficient carrier for their customer.

Carrier Cargo Insurance and Safety - When selecting a carrier, the safety and insurance information is available on the same screen. This will help you make sure that you are using carriers that meet your needs.

Spot Quote Bid Board - Fax & email spot quotes to carriers at a touch of a button. When emailing a spot quote carriers can respond to the quote with a price and/or notes which are automatically posted to bid board.

Search Previous Shipments & Quotes - When searching for a carrier all previous shipments and quotes can easily be searched. The search criteria can be changed to increase or decrease the number of results found.

Filter Carrier Lists - Dispatchers can filter through a master carrier list to find a viable carrier to spot quote. They can filter by company name, Motor Carrier (MC) Number and Carrier Group. Carrier Groups can be customized and assigned to a carrier profile (example: Equipment Type or Region).

Customer Quoting - When running the least cost routing (LCR) the customer charges can also be automatically generated allowing you to provide customers with instant quotes. The customer quotes can also be customized from the same screen.

Tariff Profiles - Fully customizable tariffs can be built to help automatically rate carrier and customer charges. The tariff profiles can also be used to find the types and areas of service available.

Tracking and Quality Assurance

• Reduce the number of phone calls per shipment
• Leverage automated tracking technology
• Generate more accurate tracking information

Active Shipment Board - Instantly see all the shipments currently being moved. Various searching and sorting options help to rapidly locate the desired shipments.

EDI Tracing - By using EDI (214) data from carriers, the tracing process can be automated. These files can provide pickup confirmations, delivery confirmations and many other types of tracking information. No VAN required.

XML Tracking - A select group of carriers are starting to provide tracing information using XML. XML can provide nearly real time tracking information to both your staff and your customers. XML is the next generation of EDI and carrier communication.

Pro Number Tracking - A tracking hyperlink takes the user to the pro number's tracking information on the carrier's website (pro number & carrier URL has to be provided).

Claim Tracking - When claims happen, they can be moved to a separate area where the claim process can be managed without interfering with other parts of the organization.

Shipment Status Updates - The status of shipments can be quickly updated using a window that shows many commonly selected functions. Just clicking a button will update the shipment status.

Shipments by Carrier - Showing all the shipments for one carrier allows tracing using a manifest or phone call to be much faster and efficient. One call to a carrier can update multiple shipments.

Batch Shipment Updates - By selecting shipments from a list, you can update the entire group with the click of a button. During the process a confirmation page lets you verify that you have selected all the correct shipments.

Accounting

• Automatic synchronization with accounting applications
• Eliminate double entry of freight bills
• Simplify invoice revisions and updates

Eliminates Double Entry - The integration with a third party accounting package (QuickBooks, MAS 90/200) completely eliminates double entry. All information including vendors, customers, sales staff, invoices, commissions, bills and payments is seamlessly transferred to and from the accounting system.

Pre & Post Audit Process - Shipments are audited before an invoice can be created for a customer and after the physical or electronic invoice is received. This process helps catch cost discrepancies between the broker and the carrier.

Invoice Generation - Invoices are automatically created based on information entered for the shipment. The invoice has all the commodities and supplemental charges itemized in an easy to read layout.

Collections Report - Using our QuickBooks integration, we can show an interactive aging (collections) report that does not require employees to have access to QuickBooks. From the report you can link to customers' information and notes.

EDI Invoicing - By using EDI (210) data from carriers, the AP invoicing process can be automated. These files can automatically schedule invoices for payment and also provide a tool for auditing carrier charges. No VAN required.

Payables Report - Using our QuickBooks integration, we can show an interactive payables aging report that does not require employees to have access to QuickBooks. From the report you can link to vendors' information and notes.

QuickBooks Integration - The integration with QuickBooks completely eliminates the need to enter information multiple times. All information including vendors, customers, sales staff, invoices, commissions, bills and payments are automatically communicated in two directions.

MAS 90/200 Integration - The integration with MAS completely eliminates the need to enter information multiple times. All information including vendors, customers, sales staff, invoices, commissions, bills and payments are automatically communicated in two directions.

Integration Features

• Create and Update AR Invoices (Receivables)
• Create and Update AP Invoices (Payables)
• Create and Update Customers, Vendors and Sales Reps
• Manage AR and AP Payment Status
• Fully Automated (no files to import and export)

Available Accounting Integrations

The supported accounting software provides time tested accounting solutions that will meet the needs of any Accountant. Among other features they include Accounts Receivable, Accounts Payable, General Ledger and Bank reconciliation.

• QuickBooks Pro
• QuickBooks Premier
• QuickBooks Enterprise
• Sage MAS 90
• Sage MAS 200
• Microsoft Dynamics GP

Administrative Reports

• Analyze shipment volume with real time data
• Forecast growth and profitability
• Stimulate company growth
• All reports can be exported to Excel

Transaction Reports - The transaction summary report and detail report give a quick or detailed overview of all the shipments that have been tendered. The report can be customized by date and shipment status.

Profitability Reports - This report will give you access to see what carriers, customers and staff have been the most profitable for the company. It gives real time access to the data for any date range.

Activity Detail Reports - These reports will give you instant visibility into the productivity of your staff. Over 15 items can be tracked ranging from the number of orders entered to collections calls made.

Export Reports to Excel - Almost every report in the system can be exported to Excel. Once in Excel the reports can be customized using the power of an application that you already know how to use.

Administrative Reports - The transaction detail and profitability reports provide instant real time access to your company's financial health. The reports can be easily customized.

Report Builder - The report builder allows you to create and save customized reports. The number of variations and criteria available are endless. This provides another way to manage any aspect of your operation.

Online Customer Portal

• Automate order entry
• Improve customer satisfaction
• Reduce calls to operations staff

Online Customer Service - Customers can be given the ability to log into the system and do many of the functions that would normally require a phone call to your staff. They can do things like entering orders, tracking shipments and printing invoices.

Customer Shipment Tracking - Customers can login and see the most recent tracking information available for all their shipments, which include manual updates and EDI / XML updates. They can either see a summary of all current shipments or view the details for each specific shipment.

Customer Order Entry - Customers can enter all the information for a specific shipment and print a bill of lading without ever calling your office. Using a customer specific address book and product catalog will allow order entry to be fast and easy.

Customer Quoting - Based on specific settings a customer can automatically be given rates when requesting quotes. The rates can be limited by many different criteria to make sure the quotes are within your specific parameters.

Customer Carrier Selection - You have the option of setting up customers to be able to select their own carriers or service types based on your specific criteria. Once set up, customers have their own custom shipping environment.

Invoice Printing - Any invoice linked to a customer will be available online. At any time, your customer can login and print or reprint all their invoices. This will save both time and postage.

Statement Printing - All statements are available online. This will give your customers real time access to their outstanding account status. At any time a customer can see what invoices have not been paid.

Online Sales Staff Portal

• Make your sales staff more efficient
• Real time visibility of pending shipments and opportunities
• Analyze current sales activity and commission reports

Online Sales Portal - Sales staff can be given the ability to log into the system and do many of the functions that would normally require a phone call. They can do things like entering orders, tracking shipments and view commissions.

Enter Customer Orders - Sales staff are able to enter orders for their customers without having to contact your staff. This will let them generate quotes that are saved in the system and available to other departments. Also, if an order is booked the dispatch team will be automatically notified.

Commissions - All shipments assigned to the rep can be tracked online. The salesperson can view all pending and completed commissions in real time. As soon as a shipment is entered into the system, the salesperson can see the potential commission.

Sales Reporting - Reports are available to show trends in commissions earned. This includes showing customers who have not been shipping and the volume of shipments over time. These reports can help sales staff focus their sales effort.

Quoting Tools - Sales staff are provided with various tools to help generate quotes for customers. The tools include Least Cost Routing, Mileage calculators, Maps and access to previous shipments.

Shipment Data

• Improve communication with your staff and customer
• Consolidate shipment information into one easy location
• Generate shipment documents automatically

Shipment Profile - This provides one place to view and modify all the information relevant for a shipment. The information includes pricing, documents (BOL, Dispatch and Invoice), addresses and commodities.

Shipping Documents - All shipment documents are automatically created and updated once you enter a shipment. The documents include BOL, Dispatch Sheet, Customer Quotes, Agency Agreements and Invoices. These documents can then be sent using the internal fax or email.

Document Storage - Executed documents such as POD's can be attached to shipments. Once scanned into the system the documents can be retrieved by staff and customers then distributed by faxing and emailing.

Shipment Updates - All the stored information for a shipment can be easily modified and updated. This will help keep the information current and help move the shipment through the life cycle.

Maps and Mileage - Links to outside applications allow the generation of maps, mileage and driving directions. We include integration with PC Miler, Pro Miles, Truck Miles and Google Maps.

Pricing - Detailed pricing information is stored for each shipment. Both the cost and billed amounts are stored and updated for the shipment. When changing the pricing, the accounting system is automatically notified and updated.

Commissions - Commissions can be added automatically by using the customer data or they can be added manually to a shipment. The commission amounts are automatically updated based on the price of the shipment.

Shipment Audit Trail - The shipment notes are automatically entered into the system based on users' activity. The notes can not be deleted and provide a solid audit trail of all the activity pertaining to a specific shipment.

Faxing - Integrated into the server is a faxing engine that does not require any additional software of phone lines. From any location a BOL, dispatch sheet and other documents can be sent to customers and carriers. No phone line required.

Carrier Data

• Reduce the time spent researching carrier availability
• Simplify safety research and evaluation

Carrier Profile - In one place all types of carrier information can be viewed and modified. Among other things, the information includes; insurance, contacts, tariffs and service areas.

Carrier Insurance - Automatically monitor and track the insurance information for all carriers. Reports and notifications can be set for all carriers with expired and nearly expired insurance.

Contacts - Each time a new contact is used for dispatching, the dispatcher's information can be linked to the carrier. Next time you contact that carrier, the previous contacts can be referenced.

Automatic Rating - You can set up custom tariffs for carriers including specific information about lanes, prices and exceptions. Each tariff can be fully customized to handle even the most complicated tariff.

Supplemental Charges - For each carrier, specific charges can be added for any supplemental charge or accessorial charge.

Carrier Notes - The notes provide an audit trail for all carrier information and are automatically created when the information is changed or created.

Service Types - Each carrier can be set to handle multiple types of equipment and services. After setting these types, they can be used to help find a carrier that can service a specific shipment.

Customer Data

• Improve billing accuracy and customer satisfaction
• Consolidate customer information and preferences
• Automate quote generation

Customer Profile - In one place, all aspects of a customers account can be viewed and modified. This includes creating new shipments, viewing shipments, financial information and other preferences.

Current Shipments - All shipments linked to a customer can quickly be found and viewed. The shipments can be searched and sorted by a variety of parameters.

Create Shipments - After selecting a customer, a new shipment can be created using previous shipments to populate most of the new shipment information. This will expedite the shipment entry process.

Preferences - Many customer specific preferences can be set reminding your staff about their special needs or circumstances. These include rating notes, lift gate, insurance, invoice style and many other useful pieces of information.

Email Notifications - Shipment Delivery, Pickup Confirmation, Invoice Creation and many other notifications can be automatically sent to customers. The notifications are automatically emailed based on the notification preferences of that specific customer.

Account Statement - A real time statement of account can be viewed or sent at any time. The statement will show real time data about the customer's open and closed billing activity.

Credit Profiles - Credit information can be entered and calculated using all shipments in the system. If a new shipment is booked that pushes a customer over their credit limit, notifications are automatically triggered giving the proper people the ability to stop the shipment before it is picked up.

Commissions - Each customer can have multiple sales representatives linked to the account, each one having different commission structures. When a shipment is created for this customer the commissions are automatically added, calculated and updated.