Operations Playbook

Heavy Equipment Transport Flow

From the moment a customer books a haul to the invoice landing in their inbox — a single, trackable pipeline across dispatch, drivers, and finance.

5Process Stages
18Tracked Steps
100%Real-Time Visibility
End-To-End Workflow

Booking To Payment, One Continuous Route

Each stage hands off cleanly to the next — every load stays visible from intake through invoicing.

01
Customer Booking
Customer Request
Client initiates a haul request
Submit Order Details
Locations, equipment type, schedule
Dispatcher Creates Load
Request logged into the system
02
Load Planning
Review Request
Dispatch validates load requirements
  Truck & Driver Available?
NO
YES
Added to Waiting Queue
Assign Truck
Assign Driver
Generate Job Details
Instructions pushed to driver app
03
Dispatch & Execution
Driver Notification
Driver views assigned job
Start Trip
En route to pickup location
Pickup / In Transit
Equipment verified, live GPS tracking
Arrive At Delivery
Load info and proof submitted
04
Billing & Finance
Load Completed
Job closed out in system
Calculate Charges
Flat rate + wait time / extra services
Generate Invoice
Sent directly to customer
Track Payment Status
Paid, pending, or overdue
05
Reporting & Management
System Data Sync
All records consolidated
Admin Dashboard
Central management view
Revenue
Total Miles
Performance Tracking
Driver stats, active loads, unpaid invoices
Live Load Tracking
Automated Dispatch
Instant Invoicing
Real-Time Reporting