Customer Workflow

Customer updates tied to the operating facts.

BOF connects customer requests, dispatch state, appointment changes, proof availability, billing status, claim exceptions, and follow-up ownership so communication reflects the actual record.

What it is

Communication with record context.

Questions and updates are linked to intake, shipment, proof, billing, claim, or exception status.

How BOF manages it

Owner and next action are visible.

Each update shows who owns the response, what evidence is needed, and whether it affects delivery or payment.

How it connects

Customer communication closes the loop.

The same thread can reference dispatch, documents, POD, billing, claims, and customer portal status.

  1. Attach the request.

    Link the message to customer, lane, load, shipment, invoice, or claim.

  2. Use the record to answer.

    Pull status, proof, blocker, owner, and timeline from the connected workflow.

  3. Preserve history.

    Keep updates available for billing, dispute, service review, and future handoffs.