Win More FTL Shipments With Faster Quotes and Automated Workflows

Tai TMS includes a configurable Workflow Automation engine that triggers actions based on shipment events, shipment status, customer requirements, and business rules. Brokers can automate task assignments and emails to customers and carriers. They can also automate rate confirmations, send tracking updates, trigger document requests, and resolve assignments as shipments progress through the FTL lifecycle. Workflows can be tailored to each brokerage's unique operating processes.

Tai TMS automatically reads incoming shipment request emails, extracts shipment details, creates a new load, and assigns the shipment to the appropriate team member. This eliminates the need to spend time rekeying shipment information and other data entry tasks.

The Truckload Quoting page combines historical lane data, previous customer and carrier quotes, shipment history, carrier information, load boards, and integrated market intelligence in one screen. Brokers can view average, low, and high historical lane rates, compare current market conditions, and identify carriers that have previously quoted or moved similar freight. AI-powered load creation captures shipment details directly from customer emails which reduces manual data entry errors.

Tai TMS integrates the information and tools brokers need to source truckload capacity into a single Truckload Quoting page. Brokers can view their carrier network, shipment history, load boards, carrier quotes, and market intelligence without leaving the screen. The page displays historical lane rates, including average, low, and high rates for a selected time period, and identifies carriers that have previously moved similar shipments. Brokers can send quote requests to individual carriers, email multiple carriers at once, or post loads directly to load boards from the same screen.

Tai TMS integrates with leading shipment-tracking providers to deliver real-time shipment visibility. Tai can also send automated emails and SMS notifications when shipments are updated. The Track and Trace AI Agent automatically contacts drivers, records location and estimated arrival updates, and logs the information in the shipment record. Customers can also track their own shipments through the Customer Portal.

Tai TMS automatically collects, organizes, and stores shipment documents, including bills of lading, proof of delivery, carrier invoices, and rate confirmations. OCR technology extracts key information and matches each document to the correct load. The platform uses the extracted data to validate carrier invoices, update proof of delivery dates, populate shipment reference numbers, and support other automated workflows. All documents remain attached to the shipment record.

Tai TMS combines carrier and customer management, intelligence tools, AI automation, document management, accounting, reporting, and communications into a single platform. Automation supports the load lifecycle. This includes order entry, quoting, carrier sourcing, shipment tracking, document processing, carrier bill audit, and invoicing. With Tai's standardized workflows and integrated dashboard, brokers can manage higher shipment volumes without adding headcount.

Tai TMS includes built-in reports for shipment activity, profitability, customer trends, carrier performance, commissions, accounting, and other operational metrics. Brokers can also create custom reports using report templates for specific kinds of shipment, customer, carrier, and financial data. Reports can be filtered, exported to Excel, CSV, or PDF, and scheduled for automatic email delivery.

Tai TMS manages customer and carrier communication from a single platform. Brokers can send rate requests, quotes, dispatch information, shipment updates, tracking notifications, and delivery updates using email, text messaging, and AI-assisted communications. Every message is stored in the corresponding load record.

Tai TMS enables brokers to send emails directly from a shipment or send updates for multiple shipments at once. The system can automatically send shipment status updates, pickup and delivery notifications, rate confirmations, invoices with supporting documents, scheduled reports, and other customer and carrier emails through Workflow Automation. All emails are stored in the shipment record.

Tai TMS uses AI to automate repetitive freight brokerage tasks. AI-powered email management reads shipment request emails, extracts shipment information, creates loads, and drafts customer and carrier communications using natural language processing (NLP). The Track and Trace AI Agent automates driver check calls and records shipment updates. OCR technology extracts data from shipping documents and matches them to the correct shipment. AI also supports workflow automation by routing tasks, sending notifications, monitoring shipment status, and automating billing workflows.