BackOfficeFleet

BOF Unified Template Packs Workspace

Cleaned and standardized templates from all five latest packs, wired for BOF on-screen workflow, editable drafts, and generated final artifacts.

Pack Selection

Source file: BOF Load Intake Template Pack v3.docx

Intake setup, commercial order intake, service schedule/work order, onboarding and customer setup.

Template Standardization Panel

Document TypeGenerated / Autofill Output
Approval Statuspending_review
Document Statusat_risk
Command Center Statuswatch
Reviewed ByBOF Ops Review Queue
Review Outcomenot_reviewed
Dispatch Gatedispatch_hold_active
Settlement Gatesettlement_hold_active
Claims-Sensitive LoadNo
Insurance Review RequiredNo
Escalation / Review BlockEscalate to Ops Manager when unresolved after first review cycle.
What Does This Document Trigger in BOF?1. Defines commercial baseline for billing and proof expectations.

Editable Workspace

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