Connected freight
operations, dispatch
to settlement.
Manage loads, drivers, tracking, documents and finance
in one platform built for trucking teams across the
United States and Canada.
1 load needs attentionSample data
Operational information moves through the system
— not between disconnected tools.
From a company record to a closed invoice, each SOFTMS service hands the next one the context it needs. Assignment stays manual — the dispatcher decides — but the record travels with the work.
Company relationship
Broker, carrier and shipper
records in one registry.
Load creation
Loads open with stops,
timing and references.
Dispatch &
assignment
A dispatcher assigns the
driver, truck and
trailer.
Driver execution
The driver receives the
load and runs the trip.
Tracking &
communication
Status, position and
messages stay on the load.
Delivery documents
BOL, POD and receipts
attach to the record.
Safety & finance
Exceptions are logged;
invoicing and settlement
follow.
Reporting & close
Completed activity stays
available for review and
audit.
Operational snapshot · Sample data
24
Active Loads
6
In Transit
3
Require Attention
2
Ready to Invoice
Explore every SOFTMS service.
Each service has its own page — open any of them directly from here.
- 01Product OverviewThe full SOFTMS platform at a glance.
- 02SOFTMS Web PlatformThe office web app for dispatch, safety and finance.
- 03SOFTMS Driver AppAssigned-load workflows for drivers on the road.
- 04Broker RecordsRecords and workflows for the brokers you haul for.
- 05CarrierRun drivers, equipment and manually assigned loads.
- 06Shipper RecordsRecords and workflows for the shippers you haul for.
- 07Safety & Route RiskRule-based warnings — the dispatcher decides.
- 08FinanceInvoicing, settlements and reporting inside SOFTMS.
- 09Check AuthorityPublic FMCSA reference data by USDOT, MC or name.
- 10Record an Incident (Sample)See how drivers and dispatchers record incidents.
Coordinate every load from one dispatch board.
Loads move across a shared board from creation to delivery. A dispatcher assigns drivers,
trucks and trailers — status changes are recorded on the load.
- Available
- Active
- Attention
- Critical
SOFTMS Web PlatformDispatch Board
Search loads, companies, drivers
FiltersWORKSPACE
Load Management
Dispatch Board
Driver Management
Trucks & Trailers
GPS Tracking
Document Center
MessagesDriver availability
Available12Assigned8Off4Fleet status
Trucks ready18Trailers ready22
Sort
GroupLD-1042
Chicago → Dallas
No driver yet
UnassignedLD-1051
Denver → Phoenix
Truck pending
Needs equipmentLD-1043
Atlanta → Miami
Driver A · Truck 07
AssignedLD-1044
Denver → Phoenix
Driver B · Truck 12
DispatchedLD-1039
Dallas → Houston
ETA 4:20 PM
On routeLD-1040
KC → Omaha
Deviation · review
Route flagLD-1035
Reno → Boise
POD uploaded
DeliveredLD-1030
Fargo → Duluth
Docs complete
ReadyASSIGNMENT
Reefer required — equipment confirmedPICKUP & DELIVERY
STATUS HISTORY
LOAD MESSAGES
Dispatch
Confirm reefer temp at pickup, please.
Keep every freight relationship in one company
registry.
Broker, carrier and shipper records sit together with contacts, public reference data and
operational context — searchable and linked to the loads you haul.
Search companies, MC or USDOTAll types
PUBLIC FMCSA DATA · AS OF 00/00/0000
Identity & operationsListed
Operating authorityListed
Insurance dataNot included
Keep company identity, relationships and operational context organized in one place — and connected to every load.
From dispatch assignment to the driver’s phone.
A dispatcher assigns the driver and equipment; the SOFTMS Driver App gives that driver the load,
route, status steps and document uploads for the trip.
SOFTMS Driver App
CURRENT LOAD
Atlanta, GAPickup · done
Miami, FLDelivery · ETA 2:00 PM
Upload POD
Assigned loads
Drivers see only the loads assigned to them.
Start & stop workflow
Step through pickup, transit and delivery.
BOL & POD uploads
Attach proof documents from the cab.
Photos & receipts
Capture receipts and incident photos on the go.
Incident reporting
Report an incident to dispatch from the app.
Driver–dispatch messages
Message dispatch on the load thread.
See active loads on one operational map.
Dispatchers follow active loads, driver position where available, route context and ETAs — with
exceptions flagged for review. Position depends on driver consent and connectivity.
GEORGIAFLORIDAATLANTIC OCEANGULFI-75I-95SavannahJacksonvilleOrlandoTampa
Atlanta, GA· PickupMiami, FL· Delivery
Driver A · LD-1043On route · ETA 2:00 PM
Search active loads or drivers
LD-1043 · Atlanta → MiamiOn routeETA 2:00 PM · 62% complete
Route flag · LD-1040AttentionDeviation on KC → Omaha. Flagged for the dispatcher to
review and decide — SOFTMS never reroutes on its own.
Follow active loads, driver position where available and flagged exceptions on one dispatcher map.
Files and conversations stay on the load.
BOL, POD, receipts and messages attach to the same operational record — so proof and context live
where the work happens.
ConversationDocumentStatus / review
Bill of Lading (BOL)Uploaded at pickupReceived
Proof of Delivery (POD)Uploaded by Driver AReceived
Rate confirmationAttached to loadReceived
Fuel receiptAwaiting reviewPending review
POD uploaded — required document on file.Proof and context stay on the record — from first message to final document review.
Report and track incidents —
with a clear history.
Drivers and dispatchers can record theft, cargo damage and accidents with location and photos.
Records build your incident history for review — SOFTMS is not an emergency or law-enforcement
service.
OpenTrailer seal found broken at a rest stop; suspected partial cargo loss. Photo attached.
1 photo attached
Records are for your team's own follow-up and review. SOFTMS does not contact police or emergency services.
Supported report types
TheftCargo damageAccidentEquipment theftOther incidentGive drivers and dispatchers one consistent way to record incidents and keep their history.
Delivered loads connect to finance.
Finance is a module inside SOFTMS — invoicing, settlements, factoring tracking, reconciliation and
reporting follow delivery on the same records. It tracks payments; it does not move money.
Period close
Connect operational activity with invoicing, settlements, reconciliation and financial reporting — in one system.
One record, connected across every service.
A single load carries its company, driver, messages, documents, safety and finance context — and stays
available for reporting and audit after delivery.
LOAD RECORD
Atlanta, GA → Miami, FL
CONNECTED TO THIS LOAD
Driver assignmentAssignedDriver A manually assigned by dispatch.
ConversationActive3 messages on the load thread.
Documents4 filesBOL, POD and rate confirmation attached.
Proof of deliveryReceivedPOD uploaded by the driver at delivery.
SafetyNone openNo open safety items on this load.
Invoice & auditINV-2042Invoice generated; activity kept for audit.
One operational record continues through dispatch, delivery, documents, safety and finance — then stays available for reporting and audit.
The same platform, shaped to each role.
Each role sees the tasks and modules it needs. Access follows permissions — read-only where it should
be, hidden where it isn’t allowed.
Assign a driverLD-1042Unassigned
Confirm equipmentLD-1051Needs equipment
Review flagged routeLD-1040AttentionModule access
PERMITTED
DispatchLoadsCRMGPS TrackingDocumentsRESTRICTED
Finance · Read-onlySafety admin · HiddenMaps, notifications, reference data and
file imports and exports.
Route display, public FMCSA reference data, notifications and CSV files —
each with what it does and where it stops.
Maps & routingRoute display · driver navigationCompare distance, ETA and estimated fuel.
Included
Public carrier dataFMCSA · reference, source-dependentLookup by USDOT, MC or company name.
Included
Email & SMSNotificationsOperational alerts by email and SMS.
Included
In-app & pushNotificationsIn-app and native push notifications.
Included
CSV file importsUploaded files · not live feedsBank, card, fuel, toll and factoring.
Included
Reconciliation queueRule-based suggestionsA finance user accepts each match.
Included
CSV exportsAccountant-readyFinance records as CSV files.
Included
QuickBooks-ready fileOne-way export · no live syncA file for your accountant to import.
IncludedImports and exports are file-based: no live bank, card, fuel, toll or QuickBooks connection.
What changes when it's all connected.
What operations, records and finance gain from sharing one system.
Fewer disconnected tools
One connected system instead of a stack that doesn't talk.
Clearer load & driver visibility
Status, position and exceptions surfaced in one place.
Operations into finance
Delivered loads feed invoices and settlements.
More organized records
Companies, loads, and documents stay searchable.
Easier history review
Audit history shows who made a change, and when.
Consistent collaboration
One shared record for each role, by permission.
See SOFTMS on your own
operation.
Request a demo and our team will walk your operation through dispatch, tracking, safety and
finance workflows.
Talk with our team about your operation.
WHAT HAPPENS NEXT- 01Request DemoYou are here
- 02Speak with Support or Sales
- 03Trial Setup
- 04Explore Trial Workspace
- 05Choose a Subscription
- 06Onboard Your Team
Requesting a demo starts a conversation with our team — it doesn't open a trial automatically.SOFTMS SERVICES
Connected freight operations, dispatch to settlement.
Manage loads, drivers, tracking, documents and finance in one platform built for trucking teams across the United States and Canada.
Web App (office)
Dispatch
Driver App
GPS tracking
Documents
Safety
Finance
Reports
Operational information moves through the system — not between disconnected tools.
From a company record to a closed invoice, each SOFTMS service works from the same record. Assignment stays manual, so the dispatcher stays in control of who runs each load.
- 01
Company & CRM
Broker, carrier and shipper records, kept in one place.
- 02
Load creation
Lanes, stops, rates and requirements on the load.
- 03
Dispatch & assignment
A dispatcher assigns the driver, truck and trailer by hand.
- 04
Driver operations
Status, documents and incidents captured in the cab.
- 05
Safety & route risk
Rule-based route-risk checks and pre-trip warnings.
- 06
Finance & reporting
Invoices, settlements and reports from one record.
Explore every SOFTMS service.
Each area is described on its own page, with the sample screens your team would use.
- 01Product OverviewThe full SOFTMS platform at a glance.
- 02SOFTMS Web PlatformThe office web app for dispatch and records.
- 03SOFTMS Driver AppAssigned loads and documents for drivers in the cab.
- 04Broker RecordsRecords and workflows for brokers you haul for.
- 05CarrierRun your fleet, drivers, equipment and loads.
- 06Shipper RecordsRecords and workflows for shippers you haul for.
- 07Safety & Route RiskRule-based route risk and incident reporting.
- 08FinanceInvoices, factoring tracking, settlements, reports.
CONNECTED SYSTEM
What changes when it's all connected.
Fewer disconnected tools
Dispatch, safety, documents and finance share one record.
Cleaner load & driver visibility
Dispatch and drivers read the same status for each load.
Operations connected to finance
Load charges and documents carry into invoicing.
More organized records
Documents and communication stay attached to the load.
Easier history review
Audit history shows who made a change, and when.
Consistent collaboration
Office roles work from one record, by permission.
See SOFTMS on your own operation.
Request a demo and our team will walk your team through dispatch, safety, documents and finance workflows.
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 TeamSOFTMS SERVICES
Connected freight operations, dispatch to settlement.
Manage loads, drivers, tracking, documents and finance in one platform built for trucking teams across the United States and Canada.
- Web App (office)
- Dispatch
- Driver App
- GPS tracking
- Documents
- Safety
- Finance
- Reports
Operational information moves through the system — not between disconnected tools.
From a company record to a closed invoice, each SOFTMS service works from the same record. Assignment stays manual, so the dispatcher stays in control of who runs each load.
- 01
Company & CRM
Broker, carrier and shipper records, kept in one place.
- 02
Load creation
Lanes, stops, rates and requirements on the load.
- 03
Dispatch & assignment
A dispatcher assigns the driver, truck and trailer by hand.
- 04
Driver operations
Status, documents and incidents captured in the cab.
- 05
Safety & route risk
Rule-based route-risk checks and pre-trip warnings.
- 06
Finance & reporting
Invoices, settlements and reports from one record.
Explore every SOFTMS service.
Each area is described on its own page, with the sample screens your team would use.
- 01Product OverviewThe full SOFTMS platform at a glance.
- 02SOFTMS Web PlatformThe office web app for dispatch and records.
- 03SOFTMS Driver AppAssigned loads and documents for drivers in the cab.
- 04Broker RecordsRecords and workflows for brokers you haul for.
- 05CarrierRun your fleet, drivers, equipment and loads.
- 06Shipper RecordsRecords and workflows for shippers you haul for.
- 07Safety & Route RiskRule-based route risk and incident reporting.
- 08FinanceInvoices, factoring tracking, settlements, reports.
- 09Check AuthorityPublic FMCSA reference data by USDOT, MC or name.
- 10Record an Incident (Sample)A sample of how incidents are recorded.
CONNECTED SYSTEM
What changes when it's all connected.
Fewer disconnected tools
Dispatch, safety, documents and finance share one record.
Cleaner load & driver visibility
Dispatch and drivers read the same status for each load.
Operations connected to finance
Load charges and documents carry into invoicing.
More organized records
Documents and communication stay attached to the load.
Easier history review
Audit history shows who made a change, and when.
Consistent collaboration
Office roles work from one record, by permission.
See SOFTMS on your own operation.
Request a demo and our team will walk your team through dispatch, safety, documents and finance workflows.
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.