BOF Workflow Map

One operating path from request to payment.

BackOfficeFleet connects the work that usually scatters across inboxes, spreadsheets, portals, and follow-up calls. Each workflow below opens a page that explains what the work is, why it matters, how BOF manages it, and what it connects to next.

Back to Home Open Customer Demo

Customer IntakeOpen load intake Driver OnboardingOpen driver onboarding Driver ComplianceOpen compliance documents Document ReadinessOpen readiness engine Dispatch AssignmentOpen assignment workflow Pretrip ReadinessOpen load readiness Rate ConfirmationsOpen rate review Bills of LadingOpen BOL workflow Proof of DeliveryOpen POD workflow DetentionOpen detention workflow LumperOpen lumper workflow Claims DocumentationOpen claims workflow Billing PacketOpen billing control Factoring PacketOpen factoring workflow Settlement ReviewOpen settlements Driver CommunicationOpen driver support Customer CommunicationOpen customer updates Exception ManagementOpen joined record

Operational document packets

The working records behind the workflow map.

Each packet below uses BOF demo operating data and shows the record, completeness state, owner, and next workflow connection.

Pre-trip packet

BOF-2064 release checklist

Driver Daniel Kim, HOS 6h 30m, unit T-206, proof requirements clear.

Open pre-trip readiness

Rate confirmation

RC-10482 matched to TMS-LD-10482

Lane, carrier, dates, linehaul, and accessorial terms support release review.

Open rate review

Bill of lading

BOF-1907 signed BOL watch

Receiver signature and delivery-location proof remain tied to settlement hold SET-1907.

Open BOL workflow

Proof of delivery

POD and dock evidence review

Signed BOL, dock photo, timestamp, and receiver evidence determine billing release.

Open POD workflow

Fuel and scale receipts

Route cost evidence

Receipts attach to the load record so finance can reconcile lane cost and driver settlement.

Open operations board

Detention request

Appointment and timing evidence

Arrival, departure, free-time terms, and approval status flow to billing and settlement.

Open detention workflow

Lumper receipt

Receipt-to-reimbursement trail

Receipt, approval source, driver reimbursement, and customer billable status stay visible.

Open lumper workflow

Claims documents

Incident evidence package

Photos, BOL marks, POD exceptions, insurance context, and owner follow-up stay together.

Open claims workflow

Billing packet

Invoice release readiness

Rate, BOL, POD, accessorials, and customer terms are checked before invoice release.

Open billing packet

Factoring packet

Cash-flow submission package

Clean proof, clean terms, invoice support, and exception notes drive submission readiness.

Open factoring workflow

Settlement packet

Driver payment readiness

Proof packet, deductions, accessorials, and hold reasons determine driver pay release.

Open driver settlement

Verification history

Audit trail and activity log

Each record preserves status changes, owners, timestamps, and downstream consequences.

Open joined record

Packet completeness viewer

TMS-LD-10482 / BOF-RR-10482

Driver: John Carter / DRV-001
Lane: Dallas, TX to Memphis, TN
Assignment: T-184 / TRL-118-07, RoadPro Logistics, dispatch owner S. Turner
Release state: Review open until readiness decision is recorded

Required records

Rate confirmation matched to imported load
Pre-trip packet open for driver and equipment
BOL and POD requirements attached before movement
Billing packet waiting on release decision
Settlement visibility connected to proof packet

Open joined operating record