Operational Features
Capabilities built for real operations.
LEVERAGE comes loaded with production-ready modules designed specifically for high-efficiency freight offices and dispatch agencies.
CRM & Lead Pipeline
- MC Lead Extraction: Import and sync active MC carrier records from government data.
- Visual Lead Cards: Track carrier name, phone link, and MC compliance status.
- Outreach Stages: Drag leads from contact, follow-up, pitch, to signed agreements.
- Duplication Checker: Prevent multiple agents from calling the same fleet.
Load Board & Dispatching
- Load Management: Create, edit, and organize dispatcher assignments.
- Carrier & Truck Association: Pin active carriers and assign specific dispatch agents.
- POD & Rate Confirmation: Attach broker rate confirmations and PODs directly to loads.
- Real-time Load Status: Track booking, dispatching, transit, and completed stages.
Document Vault & Compliance
- Compliance Tracker: Review active W-9s, authority papers, and carrier packets.
- File Uploads: Secure, permanent storage for carrier agreements and rate confirmations.
- Access Control: Prevent unauthorized client users from editing core driver files.
- Digital Hand-off: Smooth document pass-off from dispatchers to invoicing teams.
Invoicing & Settlements
- Auto-Invoicing: Generate clean PDF invoices based on completed load rates.
- Net Settlements: Automatically calculate carrier revenue deductions and payout statements.
- Commission Engine: Dynamically attribute load revenues to the original BDR and active dispatcher.
- Workspace Settlements: Manage settlements, payout schedules, and historical balances.
Roadmap & Future Integrations
We are continuously improving the platform. Coming soon: Automated ELD integration alerts, SMS notification updates, and enhanced accounting exports. Integrations with load matching platforms are planned for late 2026.