Industries · Logistics & operations

Dispatch, tracking and exception handling, the work that keeps freight moving

Logistics teams solve problems in real time: a missed pickup, a rate negotiation, a detention dispute, a late delivery. Years of that work across a TMS, email, phones and chat is the kind of operational workflow AI labs are asking for.

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Who fits

  • Freight brokers and 3PLs
  • Trucking carriers and private fleets (office and dispatch staff)
  • Warehousing and distribution operations teams
  • Operations and customer service teams coordinating shipments

What a provider looks at

  • A desk team: employees and contractors who work at a desk in your company's email and software. Field and hourly crews who aren't in the systems aren't the desk count.
  • Several years of history in your systems.
  • Work across systems, such as email, chat, file storage, CRM, tickets and billing.
  • Requirements vary by provider, sector and dataset, and the provider confirms fit.
Sample workflow

What a licensable workflow can look like

A pickup is missed. Dispatch reassigns the load, emails the customer an updated ETA, logs detention with the carrier, resolves the accessorial dispute, and settles the invoice.

A generic illustration, not a real client. Labs value the sequence of steps, decisions and handoffs across systems; how personal details are handled belongs in the agreement.

Records that count

  • Dispatch and load-tracking workflows
  • Customer and carrier communication: quotes, updates and exceptions
  • Claims, detention and accessorial dispute handling
  • Carrier onboarding and compliance workflows
  • Invoicing, settlements and billing workflows
  • Internal SOPs, team chat and escalation procedures

Good to know

  • Load board rates and other licensed third-party data belong to those vendors. Your own dispatch, communication and billing records are what count.
  • Driver personal details and location history are handled as the agreement specifies, and customer contracts are excluded upfront.
  • Export-controlled or classified shipments, such as defense freight, are generally not a fit.
  • Kept out unless a review and the agreement say otherwise: privileged material and client matter files, health information and biometric data, payment card and bank account numbers, passwords and credentials, data about minors, export-controlled or classified information, another party's data or licensed third-party content, and sensitive personnel, safety or critical infrastructure details. Scope is a choice, so you can leave out anything else, such as pricing or trade secrets.
  • Workflow data from QuickBooks, NetSuite and HR systems still counts.
  • Usually not a fit anywhere: data involving minors, export-controlled or classified data, mostly paper records with little digital history, or records you don't have the rights to license.
  • How personal details are removed or replaced belongs in the agreement, and the provider's review sorts out what's licensable. When in doubt, it's worth a conversation.

Tools your team already uses

Common logistics & operations software we see. Don't see yours? Other systems can hold the same kind of work, and old or retired systems can count too.

Transportation management

  • McLeod Software
  • Trimble TMW.Suite
  • Descartes Aljex
  • Infios TMS (formerly MercuryGate)

Load boards & freight marketplaces

  • DAT
  • Truckstop

Telematics & ELD

  • Samsara
  • Motive (formerly KeepTruckin)
  • Geotab

Warehouse management

  • Manhattan Active WM
  • Blue Yonder

What counts is your team's own work in and around these tools: the emails, tickets, notes, tracking and billing. No files are collected on this site, and we never ask for passwords.

Product names are trademarks of their respective owners and are listed for reference only; no affiliation or endorsement is implied.

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See If You Qualify

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See If You Qualify
Check Your Company's Fit (opens in a new tab)

Opens the fit check on historypays.com in a new tab. No files are collected on this site.