Your 2020 Year-End Checklist

Year-end is coming soon and it’s time to wrap up loose ends and double check that all operations are a go. If you’re a Freightview subscriber that includes your usage with us. Are you using the platform to your full advantage? We’ve got a list, and you should be checking it twice.

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Below you’ll see a handy little checklist to make sure you’re getting all you can out of the platform.

Are all your LTL shipments moving through Freightview?

  • Visibility is key. Having all of your spend housed in place helps you to make better decisions.
  • If your carrier isn’t currently on the platform, see if manual quote entry will work for you.

Are your parcel shipments moving through Freightview?

  • This year we added parcel functionality to the Freightview platform.
    • With our parcel functionality you can:
      • Compare your parcel rates between UPS and FedEx
      • Generate labels for parcel shipments
      • Track # of shipments, spend, and other analytics

Are you utilizing our spot quoting tool?

  • A spot quote is when you get a rate from a carrier that goes outside of your contracted rates. This can be for less than truckload (LTL), truckload (TL), Volume LTL, etc.
  • Get your spot quotes out of your inbox and into your Freightview account by utilizing our spot quoting tool.
  • You can spot quote with any carrier you have an email address for.

Have you added everyone as a user who is involved with quoting, booking, and tracking?

  • You can allow users to have full access, quote & book only, or quote only.
  • Seeing who is booking each shipment and allowing your employees to pull up any shipment and gather necessary information adds to overall visibility.

Are all of your carriers active in Freightview?

  • Are all your carriers returning rates as they should be? We do our due diligence to ensure they are, but sometimes things change-- like login credentials or accounts numbers.
  • If you notice errors for particular carriers let us know, and we’ll investigate to make sure you are getting all of your rates all of the time.

Are you utilizing tags and filters?

  • Tags are a great way to keep your shipments organized. Payment discrepancy? Add a tag. Pending cargo claim? Add a tag.
  • You can then filter your shipments by your added tags as well as lots of other information.
  • You can use tags to aid in your reporting by using them as reason codes.

Do you have saved views setup?

  • If you have filtered views you use every day, you can create a saved view to have them easily accessible.
  • Some common uses for Saved Views include a list of your daily pickups, a claims portal, shipments delivery today, spot quotes, etc.

Are you taking advantage of Freightview analytics?

  • The analytics tab within your Freightview account has tons of value. See exactly where your money is going and how much you’ve been saving.
  • Analytics are also super helpful when it comes time to negotiate rates with your carriers.

Are you auditing your freight bills in Freightview?

  • Auditing your shipments in Freightview truly completes the LTL lifecycle within the platform.
  • We pull in your shipping documents to make this process as easy as possible.

Still feeling like you could use some extra help? You are always welcome to schedule a demo to ensure you’re getting everything you can out of Freightview.

Not using Freightview yet? Sign up for a free 14 day trial today and see what we’re all about.