McLeod Software creates new customer service dashboard

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Updated Jan 7, 2020
McLeod’s new software update has a dashboard for customer service reps.McLeod’s new software update has a dashboard for customer service reps.

McLeod Software released a new Version 20.1 of its transportation management software (TMS) systems used by motor carriers and logistics providers. Central to the latest version is a new Customer Service Management screen for the operations role of customer service representatives (CSRs) that “puts everything they need in one place,” according to the news release.

The new dashboard has access to Board Statistics, Market Rates, and Dispatch information to make faster decisions with a complete view of company requirements, the company says. Profiles can be created to filter information for more specific views based on customers, regions, order status, order types, inbound, and outbound destination.

The new environment also displays the individual movements for each order to provide the CSR with a complete view of their workload with order and movement status information.

Also announced by McLeod is a hosted, cloud-based version of its business intelligence platform with visual analysis and drill-down capabilities. Companies that use Microsoft’s Power BI, Excel, or Reporting Services (SSRS) access the Cloud IQ model.

A new Carrier App is available for freight brokers to cover loads. The McLeod Carrier App has Digital Freight Matching features such as the ability to offer and cover loads through a secure connection to the PowerBroker TMS system.

McLeod’s business intelligence platform is now offered as a hosted service in the cloud.McLeod’s business intelligence platform is now offered as a hosted service in the cloud.

The McLeod Carrier App allows the driver or carrier office staff to view offered loads and has load search capabilities. Brokers can send order offers directly to carriers or drivers from PowerBroker to accept, counter, or decline from the mobile app.

Brokers can connect to carrier drivers with a simple text message, indicating a load has been assigned. A link in the text can be used to install the McLeod Carrier App if needed for track-and-trace information.

McLeod Software says that carriers that PowerBroker users can monitor load tracking information and detention events by using its Detention management module to more accurately track, warn shippers of detention, and bill detention charges.

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With the Carrier App, a built-in document capture lets the driver capture trip documents and index them at the same time as well as electronically capture signatures for proof of delivery. The latest version of PowerBroker also offers a new integration with TriumphPay’s carrier payment platform for carriers to receive their settlement payments faster.