New Order
Rate con details, stops, and charges for the load.
Load Details
Pickup
Delivery
Freight
Money
Assignment
own EFS-#. Sequencing suffixes the Customer
Ref: 1713724LA → 1713724LA-1, -2, -3…
Customers
Direct shippers and broker partners. Terms set the AR aging.
Clients & Leads
Your clients and the companies you're chasing. Each one belongs to a single agent — everyone can see who has it, nobody sees inside it.
Clients
Today — your sales queue
Going quiet — accounts slipping against their own pattern
My Customers
Mat & Skid Inventory
Count-based ledger for crane mats, pipeline skids and anything else counted, built from loads for the mat house. Every mat load moves mats from one yard or job site to another — returns carry the job automatically. House account:
Stock by mat type — everything you own, by family
Needs attention
Latest movement — full history under Activity
Yards & job sites
Mat types — click a type to see every yard holding it
Ground count — book vs what is actually on the ground
Damaged & repair — mats needing repair, and the burn pile
New mats received — purchases the customer recorded, posted to their fleet automatically
Customer counts — physical counts filed from their portal
Days on job — how long mats and skids have been sitting out
BOL count check — ordered vs what actually loaded
Movement Ledger
Yards & Job Sites
Mat Types
Manual Movement / Adjustment
Carriers
Your vetted carrier bench. Click a carrier's name for their file. Vet through Highway before first dispatch — COI, W-9, and authority on file.
Track
Loadboard
Uncovered loads, ready to post.
Carrier invoice packets — invoices and PODs sorted automatically, approved here
Bills & Invoices
Every delivered load, carrier bill on the left, customer invoice on the right. Click a card to do the next thing it needs.
Finance
Energy Freight, GR Trucking and GR Transport
What needs attention
Billing Readiness — money to invoice, docs to attach
POD chase — delivered, money stuck behind paperwork
Money — QuickBooks and Strato Pay, wired to GR’s own accounts, nothing crossed with EFS
Accounts Receivable
Carrier payments via Denim — what we owed against what Denim actually paid
Cash-Flow Runway — next 6 weeks
Monthly Revenue Trend
Revenue by Customer
Revenue by Agent
Margins & Rate per Mile
Monthly P&L — revenue → carrier pay → commissions → Denim fees → overhead → operating profit
Operating Expenses — the overhead no load carries: insurance, software, payroll. Enter each once; it accrues itself monthly.
Brokerage Authority Compliance
Filings that suspend a broker's authority if they lapse — alerts light up 30 days out, red inside 15.
Generational Run
The asset side of the house — trucks, trailers, drivers and their settlements. Same desk, same look; GR loads live on the Board like everything else, billed under GR paper.
Every file as a grid · set a date or attach a scan in any cell
Safety desk · roadside inspections, CSA points by driver and BASIC, DataQs
Accident register & claims · every incident the way 390.15 asks, the claim on the same row
Planner — trucks by day; the gaps are the money you did not make
Loads — columns by what has happened, not by what was typed
Loads — one line a load; click a line to open it
Records — the full tables behind Fleet: VINs, dates, PM settings, work orders, tread, gear counts
Trucks & trailers
Work orders and PM
Inspections, faults & hours · from Samsara every 15 minutes
Trailer pool
Tires
Securement inventory
Vehicle files
Drivers — GR company drivers; their CDL scans live in cloud document storage
Driver scorecard — the last 90 days, ranked: on time, paperwork in, Samsara pre-trips, defects, MPG, idle, Samsara’s safety score
Lease owners — trucks leased on to GR, their drivers, the lease’s pay, charge-backs and escrow
Pay rules — standing deductions, reimbursements, who is 1099
Home time — asked from the app, answered here, greyed on the planner
Seats — who is in which unit, and when; a truck marked down moves its people to the loaner
Training acknowledgements — securement, tarping, coils, chain-up, hours, accidents, the handbook; signed from the app
Coaching — each Samsara coaching session opens a row; write what was said and how it ended
Signed forms — policies and gear issued, sent to the driver’s Samsara app; the signed copy files itself here
Retention signals — flag a driver before the two-week notice
Driver Settlements — the weekly history imported from the old GR TMS
Truck P&L — every truck its own money file; the fleet is the sum of the trucks
Cost & Break-even — your cost-per-mile config from the old GR TMS, run against the real book
Fuel & IFTA — log every pump stop; the quarter rolls itself up by state
Driver Settlements
When a load is invoiced it files into the driver's settlement for that delivery week (Mon–Sun). Review, adjust, finalize.
Settlement Ledger
Cost Per Mile
Enter monthly costs to get your all-in CPM and breakeven rate. Pulls miles & revenue from dispatched loads.
Assumptions
Revenue-Based Costs (%)
These scale with revenue, so they're computed against the rate in the breakeven math.
Variable Costs ($ / mile — applied to ALL miles incl. deadhead)
Driver Fuel Logs — scanned receipts from the driver app
| Connect Dispatch Sync (Settings) and hit Refresh to pull driver fuel logs. |
IFTA / Fuel-by-State Prep — reconciles the fuel side of your quarterly return
Fixed Monthly Costs ($ / month, whole fleet)
Commissions
Payout run
weeks cut Wed EOD · scheduled Thu · paid FriStatements for a range by invoice-sent date · the same PDF the run sends, with the range on it
Month detail by agent · every load behind the numbers
Rates
Lane IQ prices the lane from your own history (and DAT once connected); Send Quotes is the formal PDF side — 5-digit numbers, never reused, good for 30 days.
Requests & tenders — filed in the portal, read from email, or pasted here; every lane books at the contract
Bid tool — paste the customer's lane list; every line priced from history or the contract, with who can cover it
Team Tools
Everything from the team portal in one place. BOL Studio fills itself from a load — open any load and hit BOL.
A fuel surcharge is a rule, not a number somebody types. Set the peg and the step once, and every lane bills the same way whether it is quoted by Kevin on a Tuesday or by the desk on a Friday.
This week's diesel
Schedules
What would a lane bill?
Every mobile number that turned on EFS Dispatch Alerts, who turned it on, when, and the exact words they were agreeing to. This is the ledger a carrier or a regulator asks for, and it is what send-sms checks before every message \u2014 a number that is not on this list cannot be texted.
Ship sheets projects detected from customer reference numbering
Settings
Quick links, company billing identity, and team logins.
House fleet — Generational Run
When EFS gives a load to your own trucks it's booked to GR at an arm's-length transfer price — what an outside carrier would have been paid. EFS margin, agent commissions, and every report stay apples-to-apples; GR's truck margin and the consolidated number show separately on the load.
Operating radius — Generational Run
The Progressive policy covers 500 miles from where the trucks are garaged. The TMS measures every GR load and truck against it.
Migrate from QuoteFactory
Export from QuoteFactory: Shipments, the Commissions report, Customers, and Carriers (CSV). Drop all four here — I'll figure out which is which — then Analyze to see exactly what will come over before anything is written.
Close out old receivables — loads still Delivered or Invoiced that were settled somewhere else
Equipment Types
Billing Settings
Invoices take the load's number \u2014 load EFS-1042 bills as invoice #1042. The fallback above is only used if a load has no number or that invoice number is already taken. Renumber resets every load from a starting number you choose and re-matches invoice numbers \u2014 use it to tidy up test data before going live, not after invoices have gone out.
Used automatically on every invoice for a customer marked Factor with Denim. Pre-filled from Denim's Notice of Assignment; leave blank to use those defaults, or paste updates here — the payment address / ACH instructions and the assignment language. The EFS remit line above is replaced by this block so the customer pays Denim, not EFS.
Companies — the two authorities this desk bills under. A load follows its customer's company; every rate con, BOL and invoice prints that company's letterhead, MC and remit.
Energy Freight Solutions uses the Billing Settings above. Generational Run lives here.
Connections — QuickBooks, Ramp and Samsara for both companies, each on its own login
Samsara — what Generational Run’s Samsara plan lets the TMS read, checked twice a day
Migrate from Generational Run — one-time: pick the gr-tms-backup .json export. Money and customers land now; trucks, drivers, settlements and document scans follow in Phase B.
Weekly Digest
Email yourself the alert feed — overdue invoices, expiring docs, PM & filings due — so the important stuff finds you.
Sends on demand now. Want it to fire automatically every Monday? That needs a small scheduled function on Supabase — say the word and I'll set it up.
Text Line — Go-Live Check — the A2P 10DLC campaign, the number, the webhooks, the consent ledger
Asks Twilio and the consent ledger the questions you would otherwise click through the console to answer. Sends nothing. Each line says what to do if it is red.
Text Message (SMS) Test — find out exactly why texts aren't going out
Sends one test text through Twilio and shows the raw response. Use your own cell first.
Email Function Test — which actions the send-mail function accepts
Sends nothing. It asks the function which action names it understands, so “unknown action” stops being a guessing game.
Team Notifications
Email your team what's pertinent to their role — overdue AR, loads to invoice or cover, expiring docs — even when they're away from the software. Runs on a schedule once set up; hit Send now to test.
Customer Portal Access
Give a customer contact their own login to see their shipments, BOLs, and invoices at tms.energyfreightsolutions.com/portal.html. They sign in with a one-time emailed code — no password.
This must match a redirect URL allowed in Supabase → Authentication, or the sign-in link will bounce.
Sync Doctor — does this desk actually receive the company data
Credit Limits — per-customer limits live on the customer file
Every load that isn't Paid counts against the customer's limit. One email goes out when a customer crosses the warn line, another if they go over; it re-arms once they drop back under. Over-limit bookings ask for an override and log who approved it.
Late Paperwork Deductions — the clause printed on the rate con is built from these numbers
Rate Confirmation — carrier-facing defaults and terms & conditions
Carrier Updates — geofence + ETA driven check calls
Ground Control Alerts — house-account loads pushed to the team the moment they are booked
Access & Roles — who can sign in, and what they can see
Our Paperwork — what new customers ask us for. Upload once, send from any account.
Integrations
Notifications & the owner’s week — a tap when the desk is closed; Monday’s report by email
Team Accounts — create & manage logins right here (admins only)
Driver accounts: after creating, also put the same email on their Fleet profile so Send to Driver routes loads to them.
QuickBooks Sync
Invoices push from the invoice view (⬆ Push to QuickBooks). Refresh Payments marks TMS loads Paid when QuickBooks shows a zero balance. GR's books stay separate from EFS.
Mode
Demo / Data
Start Fresh — clear test data before going live
Tick only what you want gone. Your company settings, team logins, and driver app accounts are never touched. This cannot be undone — export a backup first if you're unsure.
Data is stored in this browser. Export Backup downloads a JSON you can re-import.
Hiring
Drivers apply to Generational Run and agents apply to EFS at the links below. Every application, check, signed document and onboarding step is here. Admin only.
The Crew
Every automated job in both companies, as the staff it is: what each one did today, what it was worth, and who it handed work to. Lines on the map light up when one agent passes a load to the next. Click anyone to see their shift log and leave them a note.