0My leads
0Dialled this shift
0Reached
0Due again
0Follow-ups due
0Wins this shift
Claim leads
Carriers nobody has called come first. Anything another agent is holding right now is never given to you.
CarrierNumbersOwnerLocal
No leads yetClaim a batch above to start calling.
Warm pipeline
Every carrier you are working toward signing, by stage, with its next follow up. Overdue is red. Uploading a document moves it to Documents received, making its sales sheet to Sales sheet done, and Signed moves it to Active clients. Releasing a list never removes anything here.
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Active clients
Every signed carrier with its documents and sales sheet, kept safe in one place. Click a client to open the full record.
ClientPhoneDocumentsSales sheetSigned
No active clients yet
CarrierPhoneAgentWhen
Nothing here yet
New authorities
Newest operating authorities first, using the grant date from FMCSA's Motus system. Refreshed every night. Press Take to add one to your leads, or click the row to open it.
CarrierPhoneAuthorityLocal
Nothing new
Dialed lists
Every batch anyone has claimed. Open one to see each carrier and what happened.
ListAgentStateLeadsCalledWhen
No lists yet
Dispatch closings this month
Ranked on carriers signed this month. Dial counts are not shown and do not affect position.
RTS referrals this month
Ranked on referrals placed.
0Dials this shift
0Reached
0Interested
0Dispatch wins
0RTS referrals
0Follow-ups overdue
Agents, live now
This shift (from noon Pakistan time). Click an agent to read every call they logged.
AgentStatusDialsReachedInterestedDispRTSHeldPipeline
No agents yet
Agent
CarrierOutcomeWhenNotes
No calls recorded
My notes
NewReviewedAll
WrittenByCarrierContactFleet · lanes
No notes yet
Documents
Open any carrier and use Upload document to add their paperwork.
CarrierOn fileLast uploadFiles
No documents yetOpen a carrier and upload their paperwork.
RTS guide
Everything to say about RTS factoring and the RTS fuel card: the pitch, the numbers, every question a carrier asks, objections and the hand off. Also opens from any carrier card.
Preview
See exactly what your agents see. Nothing changes for them.
Saved filters
Your claim settings are remembered automatically each time you claim.
Dialer
Applies to every agent from their next call.
RTS contact
Agents hand RTS carriers to this person from the RTS guide.
Change password
Owner only.
Add someone
Creates their login and their account. The password is shown once, so write it down.