What connects to
SOFTMS, and how.

Maps and routing, notifications, driver apps, CSV imports and exports, plus
public carrier data, each with its limits stated plainly.

INTEGRATION CATEGORIES10 CATEGORIES LISTED
Maps & routingIN SOFTMS
NotificationsIN SOFTMS
Driver appsIN SOFTMS
Accountant exportsEXPORT
Fuel card filesCSV IMPORT
Toll filesCSV IMPORT
Factoring filesCSV IMPORT
Bank & card filesCSV IMPORT
Carrier lookupPUBLIC DATA
Carrier directoryPUBLIC DATA
ROLE-BASED ACCESS · SAMPLE DATA
SHIELDED RECORDLoad #TX-4821DISTANCE925 miSTATUSIn TransitRATE$2,450
DispatcherREAD / WRITELoads, routes, documents
FinanceREAD / WRITERates, invoices, settlements
DriverASSIGNED ONLYAssigned loads, status, documents
INTEGRATIONS

Where data comes from,
and where that data goes.

Bank, card, fuel, toll and factoring data comes in as uploaded CSV files, not live feeds. Exports are one-way, and public carrier data depends on its source.

IN SOFTMSMaps, alerts and appsUsed in the SOFTMS Web Platform and Driver App.
01Maps & routingRoute display, distance, ETA and estimated fuel02Notifications
and messages
In-app, email, SMS and native push
03Driver appsNative iOS and Android, with in-app navigation
CSV IMPORTFile importsUploaded as CSV in an agreed format, then matched by a finance user.
04Bank & card filesBank and card transactions to reconcile05Fuel card filesFuel purchases to reconcile06Toll filesToll transactions to reconcile07Factoring filesFactoring transactions to reconcile
10Categories listed
IN SOFTMS03CSV IMPORT04EXPORT01PUBLIC DATA02
EXPORT
01Accountant-ready exportsQuickBooks-ready CSV fileOne-way export, with no live QuickBooks sync.
PUBLIC DATA02
09Carrier lookupUSDOT, MC or name, in FMCSA data10Carrier directoryReference only, with an as-of date
SECURITY & CONTROL

Operational access without
losing control.

Sensitive data such as driver's license numbers and bank details is encrypted at the field level; SOFTMS support access is time-limited, logged and audited.

Role-based access controlUsers see only the modules, data and actions permitted for their role.Company-level data separationSeparated at the database level from other companies, tested on every update.Permission-based finance visibilityRates, charges and settlements are visible only to authorized users.Multi-factor sign-inOwner, admin, finance and safety roles use multi-factor authentication.Tamper-evident audit historyChanges are logged; posted entries are reversed, never overwritten.
ROLE VS ACCESS · SAMPLEWho can see what
MODULEADMINDISPATCHERDRIVERFINANCELoads & dispatchDocuments & PODSafety reviewsRates & chargesInvoices & settlementsAudit history
FULL ACCESSVIEW ONLYNO ACCESS
05Control layers
Corrections leave
a visible trail.
Corrections to posted records are recorded as reversals, never as silent edits.
REVERSALSTIMESTAMPSUSER TRAIL
Audit historySample entries: old and new value, user, time, reason
RECORD & FIELDOLD VALUENEW VALUECHANGED BYWHEN
Load #TX-4821 · customer
rate
$2,300$2,450m.rossi12 Mar, 09:14
Reason: Rate confirmation revised by broker
Settlement SET-1183 ·
deduction
$0$185a.novak12 Mar, 16:02
Reason: Fuel advance applied
Invoice INV-9042 · statusDraftSentm.rossi13 Mar, 08:30Reason: POD and rate confirmation on fileDriver L. Dawson ·
permissions
DriverDriver + POD uploadc.admin13 Mar, 11:05
Reason: Approved by safety manager
REQUEST A DEMO

Bring loads, drivers, documents, risk and settlement into one
system.

See how SOFTMS connects your operation from first dispatch to final settlement — across the United States and Canada.

Talk to Our TeamTalk to Support or Sales about a guided demo.
For trucking carriers across the United States and Canada.

Request a demo

A specialist will walk your team through dispatch, safety and finance in a guided demo.

By submitting this form you agree to be contacted about SOFTMS and accept our Privacy Policy.

INTEGRATIONS & SECURITY

What connects to SOFTMS, and how.

Maps and routing, notifications, driver apps, CSV imports and exports, plus public carrier data, each with its limits stated plainly.

INTEGRATION CATEGORIES10 CATEGORIES LISTED
  • Maps & routingIN SOFTMS
  • NotificationsIN SOFTMS
  • Driver appsIN SOFTMS
  • Accountant exportsEXPORT
  • Fuel card filesCSV IMPORT
  • Toll filesCSV IMPORT
  • Factoring filesCSV IMPORT
  • Bank & card filesCSV IMPORT
  • Carrier lookupPUBLIC DATA
  • Carrier directoryPUBLIC DATA
ROLE-BASED ACCESS · SAMPLE DATA
SHIELDED RECORD · Load #TX-4821$2,450
DispatcherLoads, routes, documentsREAD / WRITE
FinanceRates, invoices, settlementsREAD / WRITE
DriverAssigned loads, status, documentsASSIGNED ONLY
INTEGRATIONS

Where data comes from, and where that data goes.

Bank, card, fuel, toll and factoring data comes in as uploaded CSV files, not live feeds. Exports are one-way, and public carrier data depends on its source.

10Categories listed
IN SOFTMS03
CSV IMPORT04
EXPORT01
PUBLIC DATA02

Maps, alerts and apps

Used in the SOFTMS Web Platform and Driver App.

  • 01Maps & routingRoute display, distance, ETA and estimated fuel
  • 02NotificationsIn-app, email, SMS and native push
  • 03Driver appsNative iOS and Android, with in-app navigation

File imports

Uploaded as CSV in an agreed format, then matched by a finance user.

  • 04Bank & card filesBank and card transactions to reconcile
  • 05Fuel card filesFuel purchases to reconcile
  • 06Toll filesToll transactions to reconcile
  • 07Factoring filesFactoring transactions to reconcile

EXPORT

One-way exports your accountant can import.

  • 10Accountant exportsCSV, including a QuickBooks-ready file

PUBLIC DATA

Reference only; depends on the source.

  • 08Carrier lookupUSDOT, MC or name, in FMCSA data
  • 09Carrier directoryReference only, with an as-of date
SECURITY & CONTROL

Operational access without losing control.

Sensitive data is encrypted at the field level, and SOFTMS support access is time-limited and logged.

  • Role-based access controlUsers see only the modules, data and actions permitted for their role.
  • Company-level data separationEach company's data is kept separate at the database level.
  • Permission-based finance visibilityRates, charges and settlements are visible only to authorized users.
  • Multi-factor sign-inOwner, admin, finance and safety roles use multi-factor authentication.
  • Tamper-evident audit historyChanges are logged; posted entries are reversed, never overwritten.

Who can see what

ADMDSPDRVFIN
Loads & dispatch
Documents & POD
Safety reviews——
Rates & charges—
Invoices & settlements—
Audit history—
FULL ACCESSVIEW ONLYNO ACCESS

Audit history

Sample entries: old and new value, user, time, reason

Load #TX-4821 · customer rate$2,300 → $2,450m.rossi · 12 Mar 09:14
Settlement SET-1183 · deduction$0 → $185a.novak · 12 Mar 16:02
Invoice INV-9042 · statusDraft → Sentm.rossi · 13 Mar 08:30
REQUEST A DEMO

See how SOFTMS works with your operation.

A specialist walks your team through maps, file imports and exports, notifications, role-based access and audit history.

REQUEST A DEMO

Bring loads, drivers, documents, risk and settlement into one system.

See how SOFTMS connects your operation from first dispatch to final settlement — across the United States and Canada.

Talk to Our Team

Request a demo

A specialist will walk your team through dispatch, safety and finance in a guided demo.

By submitting this form you agree to be contacted about SOFTMS and accept our Privacy Policy.

INTEGRATIONS & SECURITY

What connects toSOFTMS, and how.

Maps and routing, notifications, driver apps, CSV imports and exports, plus public carrier data, each with its limits stated plainly.

INTEGRATION CATEGORIES10 CATEGORIES LISTED
  • Maps & routingIN SOFTMS
  • NotificationsIN SOFTMS
  • Driver appsIN SOFTMS
  • Accountant exportsEXPORT
  • Fuel card filesCSV IMPORT
  • Toll filesCSV IMPORT
  • Factoring filesCSV IMPORT
  • Bank & card filesCSV IMPORT
  • Carrier lookupPUBLIC DATA
  • Carrier directoryPUBLIC DATA
ROLE-BASED ACCESS · SAMPLE DATA
SHIELDED RECORD · Load #TX-4821$2,450
DispatcherLoads, routes, documentsREAD / WRITE
FinanceRates, invoices, settlementsREAD / WRITE
DriverAssigned loads, status, documentsASSIGNED ONLY
INTEGRATIONS

Where data comes from, and where that data goes.

Bank, card, fuel, toll and factoring data comes in as uploaded CSV files, not live feeds. Exports are one-way, and public carrier data depends on its source.

Maps, alerts and apps

Used in the SOFTMS Web Platform and Driver App.

  • 01Maps & routingRoute display, distance, ETA and estimated fuel
  • 02NotificationsIn-app, email, SMS and native push
  • 03Driver appsNative iOS and Android, with in-app navigation

File imports

Uploaded as CSV in an agreed format, then matched by a finance user.

  • 04Bank & card filesBank and card transactions to reconcile
  • 05Fuel card filesFuel purchases to reconcile
  • 06Toll filesToll transactions to reconcile
  • 07Factoring filesFactoring transactions to reconcile
10Categories listed
IN SOFTMS03
CSV IMPORT04
EXPORT01
PUBLIC DATA02

EXPORT

One-way exports your accountant can import.

  • 10Accountant exportsCSV, including a QuickBooks-ready file

PUBLIC DATA

Reference only; depends on the source.

  • 08Carrier lookupUSDOT, MC or name, in FMCSA data
  • 09Carrier directoryReference only, with an as-of date
SECURITY & CONTROL

Operational access without losing control.

Sensitive data is encrypted at the field level, and SOFTMS support access is time-limited and logged.

  • Role-based access controlUsers see only the modules, data and actions permitted for their role.
  • Company-level data separationEach company's data is kept separate at the database level.
  • Permission-based finance visibilityRates, charges and settlements are visible only to authorized users.
  • Multi-factor sign-inOwner, admin, finance and safety roles use multi-factor authentication.
  • Tamper-evident audit historyChanges are logged; posted entries are reversed, never overwritten.

Who can see what

ADMDSPDRVFIN
Loads & dispatch
Documents & POD
Safety reviews——
Rates & charges—
Invoices & settlements—
Audit history—
FULL ACCESSVIEW ONLYNO ACCESS

Audit history

Sample entries: old and new value, user, time, reason

Load #TX-4821 · customer rate$2,300 → $2,450m.rossi · 12 Mar 09:14
Settlement SET-1183 · deduction$0 → $185a.novak · 12 Mar 16:02
Invoice INV-9042 · statusDraft → Sentm.rossi · 13 Mar 08:30
REQUEST A DEMO

See how SOFTMS works with your operation.

A specialist walks your team through maps, file imports and exports, notifications, role-based access and audit history.

REQUEST A DEMO

Bring loads, drivers, documents, risk and settlement into one system.

See how SOFTMS connects your operation from first dispatch to final settlement — across the United States and Canada.

Talk to Our Team

For trucking carriers across the United States and Canada.

Request a demo

A specialist will walk your team through dispatch, safety and finance in a guided demo.

By submitting this form you agree to be contacted about SOFTMS and accept our Privacy Policy.