Operating procedures

SOP Library

Step-by-step standard operating procedures for dispatch, brokerage, cross-border, compliance, billing, claims and safety — written for training.

Billing

Invoicing and Collections

Get paid accurately and on time.

5 steps · v1.0

Brokerage

Carrier Onboarding and Verification

Reduce fraud, double brokering and cargo theft by verifying every carrier before tendering freight.

6 steps · v1.0

Freight Quoting

Quote profitably and consistently.

5 steps · v1.0

Load Tender and Rate Confirmation

Make sure every load is tendered in writing with complete, accurate terms.

5 steps · v1.0

Claims

Cargo Damage and Shortage Claims

Handle cargo claims promptly and fairly.

5 steps · v1.0

Compliance

Driver Qualification File Review

Keep driver records complete and current.

4 steps · v1.0

Hours-of-Service Exception Handling

Prevent drivers from being dispatched or pressured into hours-of-service violations.

4 steps · v1.0

Cross-Border

US–Canada Cross-Border Load Preparation

Avoid border delays by preparing documents and electronic manifests before the truck arrives at the port of entry.

6 steps · v1.0

Customer Service

Shipper Onboarding

Set new customer relationships up correctly.

5 steps · v1.0

Dispatch

Check Calls and Tracking Updates

Keep shippers and brokers informed and catch delays early.

5 steps · v1.0

Daily Dispatch Planning

Plan each truck's next load so drivers stay legal, loaded miles are maximised and customers get accurate ETAs.

7 steps · v1.0

Safety

Cargo Theft Prevention

Reduce the risk of fictitious pickups and cargo theft.

4 steps · v1.0

These procedures are generic training examples. Adapt them to your company's policies and to current legal requirements.