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Multi-Company Operations
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Native
Built to run multiple distinct operating companies (asset carrier, freight brokerage, logistics entity) inside one unified database. Full separation of corporate branding, offices, users, invoice sequences, tariffs, and financial controls with central leadership reporting.
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Available
Multi-company carrier and brokerage division workflows with corporate accounting.
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Available
Enterprise multi-company and corporate division operational structures.
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Configurable
Multi-organization setup; validate separate legal entity financial separation during demo.
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Multi-Office / Branch Isolation
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Native
Native branch and terminal architecture allowing regional offices and remote dispatch centers to operate autonomously with complete operational isolation while adhering to corporate governance.
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Available
Terminal and branch dispatch management; validate multi-office administration during demo.
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Available
Regional terminal and branch office management across operating centers.
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Configurable
Configurable branches and teams with custom workspace views.
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Office-Level User Security
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Native
Strict data boundaries: users at Branch A cannot see Branch B's freight, active loads, customer directories, contracted tariffs, or margin details unless explicitly authorized.
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Verify During Demo
Role-based access available; validate exact entity and branch data isolation during demo.
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Verify During Demo
Role-based access available; validate exact entity and branch data isolation during demo.
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Verify During Demo
Granular permissions available; validate cross-branch record segregation during demo.
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Executive Cross-Company Visibility
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Native
Authorized leadership can move seamlessly across permitted operating entities and regional branches for consolidated operational metrics, hauled revenue, and margin analysis.
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Available
Executive dashboards and consolidated multi-company reporting modules.
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Available
Enterprise business intelligence and multi-division management reporting.
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Configurable
Cross-workspace user permissions and custom analytics dashboards.
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Independent Office Billing Controls
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Native
Supports independent office invoice prefixes, numbering sequences, and branch-level billing runs to prevent sequence collisions and maintain regional billing autonomy.
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Available
Branch billing controls supported; validate numbering sequence rules during demo.
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Available
Division billing controls; validate exact office prefix rules during demo.
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Configurable
Configurable invoice numbering and organization billing settings.
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Carrier + Brokerage + Intermodal
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Native
One enterprise platform running asset truckload (Dry Van, Reefer, Flatbed, Tankers), 3PL brokerage Hot Board with 1-click Carrier Accept, and rail/port container drayage with TIR moves without switching databases.
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Available
Enterprise suites across LoadMaster, PowerBroker, and intermodal modules.
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Available
Enterprise operational solutions for truckload, brokerage, and multi-modal logistics.
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Available
Native truckload and brokerage workflows; container attributes configurable.
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Freight CRM
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Native
Native freight CRM pipeline with visual kanban boards, contact management, call logging, Outlook/email history, ZoomInfo ingest, and daily sales Mission Control built directly into the TMS.
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Available
McLeod CRM manages customer relationships, sales opportunities, and lane rate history.
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Verify During Demo
Customer account management and enterprise CRM integrations available.
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Configurable
Configurable CRM workflows for managing leads, customer contacts, and follow-up tasks.
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CRM Linked to Actual Hauled Revenue
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Native
Direct execution linkage: sales sees live General Ledger hauled revenue, active in-transit loads, last shipment date, on-time %, and OS&D directly on the customer record—verifying whether a sale actually moved freight.
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Available
Sales management displays historical billing, freight revenue, and customer volume.
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Available
Customer account management displays historical freight volume and historical revenue.
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Configurable
Customer profile displays order volume, invoice totals, and account performance.
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First Load Conversion Tracking
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Native
Dedicated "No First Load Queue" tracks accounts won by sales that have not yet tendered their first shipment. Commercial conversion is not marked complete until live freight executes on the road.
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Verify During Demo
Sales reporting available; validate automated first-load conversion queues during demo.
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Verify During Demo
Order history reporting available; validate automated first-load tracking during demo.
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Configurable
Custom filters can be configured; validate automated first-load conversion during demo.
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Dormant Customer Recovery
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Native
Automated dormancy radar analyzes live TMS dispatch history to flag shippers that have tendered zero loads in 30, 60, or 90 days, surfacing them directly to sales for recovery.
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Verify During Demo
Customer volume reports available; validate automated sales dormancy workflows during demo.
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Verify During Demo
Customer volume deviation reporting; validate automated dormancy alert triggers during demo.
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Configurable
Custom task automations and inactive account filters can be configured.
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Shipper / Consignee Prospect Mining
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Native
Mines recurring pickup and delivery facilities from historical freight records to generate qualified sales prospects, converting routine operational drop points into warm business development leads.
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Verify During Demo
Shipper/consignee address databases maintained; validate sales prospect conversion during demo.
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Verify During Demo
Location master files maintained; validate direct facility prospecting tools during demo.
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Verify During Demo
Customer address books maintained; validate automated facility mining workflows during demo.
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Load-Linked Messaging
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Native
Communications (driver chats, dispatch notes, read receipts, voice audio input) are permanently anchored to specific load numbers and trip legs, creating an immutable audit trail.
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Available
Order notes, check call logs, and mobile dispatch messages tied to the operational trip record.
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Available
Order comments, dispatch instructions, and telematics message logs linked to the load.
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Available
Load-level comments, activity audit logs, and customer chat threads directly on the order.
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Cross-Office Messaging Without Load Exposure
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Native
Messaging permissions operate independently from TMS data permissions. Staff communicate across branches without automatically granting access to that branch's loads, rates, or customer data.
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Verify During Demo
Messaging available; validate cross-branch freight data isolation during demo.
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Verify During Demo
Fleet communications available; validate cross-branch permission isolation during demo.
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Verify During Demo
Role-based permissions available; validate cross-organization chat data isolation during demo.
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Administrative Broadcasts
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Native
Targeted administrative announcements (MOTD) by company, office, role, or fleet with start/end scheduling, high-priority popups, and mandatory user read-acknowledgement tracking for compliance.
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Available
System broadcast messages and fleet-wide driver communications available.
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Available
Fleet broadcast and safety announcement features supported via telematics.
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Configurable
In-app notifications and announcements; validate mandatory read-acknowledgement during demo.
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Customer / Shipper Portal
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Native
Pipeline — native customer-facing portal connected to EXSPEEDITE transportation data.
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Available
Customer portal modules available for load tracking, document retrieval, and order entry.
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Available
Enterprise shipper portal solutions for real-time load visibility and document access.
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Native
Modern customer portal with live tracking, self-service quote requests, and document downloads.
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Quick Shipment Trace
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Native
Customers can enter a trace/reference number and view authorized shipment status without accessing the internal TMS.
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Available
Reference number lookup modules for customer tracking.
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Available
Public or authenticated shipment tracing by reference number.
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Native
Public tracking links by reference number without mandatory customer login.
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Live Customer Tracking
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Native
Pipeline can display authorized shipment location and status using data already flowing through EXSPEEDITE, CheckPoint, dispatch, and approved tracking sources.
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Available
Location visibility fed via mobile comms and partner tracking networks.
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Available
Telemetry updates through Trimble Transportation Cloud and ELD feeds.
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Native
Live map tracking fed via driver mobile app and partner GPS feeds.
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Historical Shipment Visibility
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Native
Customers can view active, completed, and historical freight in one portal.
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Available
Customer load history accessible within web portal modules.
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Available
Historical shipment query screens available through customer portals.
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Native
Searchable customer order history across past and completed freight.
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Invoice Self-Service
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Native
Customers can access authorized current and historical invoices without contacting accounting for every copy.
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Available
Electronic invoice access through customer billing and document modules.
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Available
Customer billing lookup and electronic invoice delivery options.
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Available
Customer invoice viewing and downloadable billing statements.
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POD / BOL / Document Access
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Native
Customers can retrieve authorized PODs, Bills of Lading, and related shipment documents tied to the freight record.
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Native
Document imaging integration (DocuSphere) for customer retrieval of PODs and BOLs.
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Available
Integrated document imaging solutions for customer paperwork access.
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Native
In-app POD and document download within customer portal.
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Customer Visibility Without Internal TMS Access
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Native
Pipeline gives customers a separate experience without exposing internal dispatch screens, operational notes, rates, or unrelated freight.
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Available
Customer web modules isolate shipper visibility from internal operational screens.
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Available
External portal architecture restricts customer views to permitted records.
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Native
Customer role separation prevents access to internal rate margins or other tenants.
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Portal Connected to Live TMS Data
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Native
Pipeline is connected to the transportation activity already occurring inside EXSPEEDITE rather than relying on a separately maintained customer database.
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Configurable
Direct synchronization between internal LoadMaster database and web portal modules.
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Configurable
Integration between core database and portal/API layer via Trimble Transportation Cloud.
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Native
Single cloud database updates portal views dynamically with operational changes.
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App-Less Outside Carrier Tracking
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Native
CheckPoint App-Less GPS: Outside carrier receives automated SMS link opening directly in native mobile browser. Delivers live GPS breadcrumbs, check calls, and POD capture with zero app store download.
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Partner / Add-On
Visibility partner integrations (Descartes MacroPoint, project44); validate app-less mobile tracking during demo.
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Partner / Add-On
Partner visibility network integrations available; validate app-less GPS link generation during demo.
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Available
Driver mobile app available; public tracking links provide status; validate app-less driver GPS links during demo.
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Intermodal Last Free Day / Empty Return
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Native
Container number tracking, automated Last Free Day (LFD) countdowns, per diem calculation rules, empty return coordination, rail/port interchange (TIR) moves, and automated demurrage detention billing.
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Available
Intermodal dispatch module supports container moves, rail billing, and terminal interchange operations.
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Available
Intermodal and container dispatch modules with rail ramp tracking and container movement visibility.
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Verify During Demo
Configurable container tracking; validate automated LFD and per diem calculation rules during demo.
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Sage Intacct / QuickBooks Integration
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Native
Direct touchless nightly batch sync to QuickBooks Online and Sage Intacct multi-entity cloud ERP, plus Desktop and Sage 50. Line items, expenses, fuel surcharges, and driver settlements sync without third-party connector software.
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Native Accounting
Integrated native accounting modules (A/R, A/P, G/L) plus enterprise ERP integrations.
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Native Accounting
Integrated native transportation accounting modules and enterprise ERP integrations.
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Available
Direct integrations with QuickBooks Online, Xero, and enterprise ERP systems via API.
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REST API / Webhooks
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Native
Comprehensive modern REST API with bi-directional JSON endpoints and real-time webhook event triggers for loads, tracking, customers, and invoices.
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Available
McLeod API services, web services, and certified integration partner program.
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Available
Trimble Transportation Cloud (TTC) API framework connecting carrier and third-party applications.
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Native
Modern open REST API and webhook architecture with developer documentation.
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Core Architecture
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Native
Ultra-responsive single-page operational HUD with live telemetry, low-latency dispatch grids, and integrated real-time data flow across all transportation modes.
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Available
Mature enterprise architecture available in cloud-hosted and on-premise deployments; certified integration layer.
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Available
Enterprise carrier and broker architecture with on-premise and hosted configurations via Trimble Transportation Cloud.
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Native
Modern cloud-native platform featuring microservices, intuitive UI workflows, and collaborative real-time interface.
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Cloud / SaaS Deployment
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Native
Native cloud SaaS running high-availability infrastructure with continuous updates, no client-side software installation required, and fast grid responses.
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Available
McLeod Anywhere and hosted cloud options available alongside private hosting.
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Available
SaaS hosted models available as well as on-premise data center installations.
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Native
Multi-tenant cloud-native SaaS with continuous delivery and modern cloud scalability.
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Live HOS / Telematics
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Native
Carrier-neutral ELD integration (Samsara, Motive, Geotab, RoadReady) surfacing live HOS duty clocks (Drive, Shift, Cycle) directly inside dispatch with automated pre-dispatch assignment validation.
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Available
Comprehensive telematics integrations with major ELD providers and live driver hours.
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Native
Native Trimble telematics ecosystem (PeopleNet) plus third-party ELD integrations.
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Available
Telematics and ELD partner integrations; validate in-TMS pre-dispatch clocks during demo.
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EDI 204 / 990 / 214 / 210
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Native
Native enterprise EDI engine handling Load Tender (204), Response (990), Status/Geofence (214), Freight Invoice (210), and Ocean/Rail Terminal Status (322) without mandatory third-party VAN middleware fees.
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Native
Deep native EDI suite supporting all major transportation transaction sets.
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Native
Comprehensive enterprise EDI capabilities across carrier, broker, and intermodal transaction sets.
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Available
Native EDI integrations and managed EDI partner network for standard carrier transactions.
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Carrier Settlements
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Native
Automated outside carrier settlements with contract rate verification, accessorial audit, quick-pay discount calculations, advance deductions, and 1-click batch voucher generation.
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Native
PowerBroker carrier settlement module with automated pay calculations and 1099 reporting.
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Native
Enterprise carrier payables and settlements management with automated accessorial rate reconciliation.
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Available
Carrier bill approval workflows, payment term tracking, and automated bill creation.
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Driver Settlements
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Native
Comprehensive settlement engine: loaded/empty mileage splits, percentage pay, hourly pay, stop pay, detention, recurring escrow/lease deductions, fuel card FTP imports, and 1-click driver pay stubs.
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Native
Mature driver settlement engine with split pay, deductions, fuel tax, and payroll exports.
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Native
Enterprise driver pay engine supporting complex compensation, mileage bands, and fuel reconciliations.
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Configurable
Driver pay calculations and settlement exports; validate recurring deductions during demo.
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Document / POD Workflow
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Native
Native document imaging with automated client-side image compression, secure link sharing, automated document classification (BOL, POD, Lumper, Scale Ticket), and instant billing inclusion.
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Available
McLeod Document Power provides enterprise imaging, OCR document capture, and barcode indexing.
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Available
Enterprise imaging solutions (TMW Imaging / Synergize) for POD capture and billing attachment.
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Native
Built-in document management, mobile driver photo uploads, and customer sharing.
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Multi-Office Customer Visibility
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Native
Fine-grained controls allow corporate accounts to be shared across offices while regional accounts remain restricted to their originating branch, maintaining sales territory integrity.
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Available
Customer account assignment and terminal access rules; validate territory protection rules during demo.
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Available
Enterprise customer account partitioning and territory controls across corporate divisions.
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Configurable
Customer sharing and team visibility permissions; validate territory protection during demo.
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Workflow Automation
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Native
Automated nightly batch invoicing, automated fuel surcharge indexing via weekly DOE updates, automated detention clocking, and touchless rate tariff calculation.
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Available
FlowBoy workflow automation engine and automated business process notification triggers.
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Available
Enterprise business process automation and event-driven workflow rule execution.
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Native
Built-in workflow automations, trigger-based task assignments, and AI agent assistance.
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Implementation / Support Model
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Native
Built for freight since 2008. Direct carrier-focused onboarding led by senior transportation systems architects. 100% privately held, independent, carrier-funded with direct engineering escalation and zero outsourced call centers.
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Available
Established enterprise implementation methodology, dedicated project managers, and 24/7 support.
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Available
Global enterprise professional services, certified consulting partners, and corporate technical support.
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Available
Agile cloud onboarding, dedicated implementation specialists, knowledge academy, and in-app chat support.
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