Run orders, loading, and claims in one live system so trucks keep moving, paperwork matches the yard, and losses from disputes stay under control.
Planfix brings calls, email, and messengers into one task stream. Planner boards with conditional lists show every truck, load, and shift by status. Data tags and Project Totals track weights, quality notes, time, and margin so you see what really happens.
Start by routing inbound orders, changes, and claims into one Planner board with clear statuses such as new, scheduled, in yard, loading, and completed. Within a day you see every truck, assign responsible staff, and capture key timestamps without touching core systems.
In the morning dispatch opens Planner and sees trucks as cards instead of scattered messages. Moving a card from scheduled to in yard updates status and calendars. When a claim arrives, staff open the task and review weights, photos, and comments in one place.
Planfix captures clean data for every load, then uses Planner boards and calendars to schedule work by shift and priority. Location fields show piles and bays on a map. Data tags log events so reports and dashboards surface the real bottlenecks.
Every complaint becomes a dedicated claim task with status, owner, and deadlines. It links to the original order, truck, and load tasks. Files, photos, and comments sit together, while AI Summarizer keeps a clear brief of findings and decisions.
Everyone works from the same live picture of orders, trucks, and loads instead of scattered notes. Dispatch, yard, weighbridge, and finance share one history for every shipment. Queues shorten, overtime drops, and claims turn into short investigations instead of long disputes.
Paper, spreadsheets, and chat threads can not give a real time view of trucks, loads, and claims. Planfix replaces them with structured tasks, Planner boards, and reports that update as work happens so operations, sales, and finance stay aligned.
Connect telephony, email, storage, and maps so orders, calls, and documents converge in one workspace.