TMS · Settings → Workflow
Fifteen automatic steps take a load from assigned to completed, chase the paperwork and remind whoever owes you something. Each has its own switch. You decide which ones run.
Now onboarding freight brokers.
Sample load. Steps marked “Starts off” run only once you turn them on.
The idea
A load throws off a lot of small, certain moves. The rate con came back signed, so the load is dispatched. The POD came in, so it’s ready for audit. The payment covers the invoice, so the status should say so. None of that takes judgment. It takes someone remembering, on every load, on a Friday.
Happy Tactic keeps fifteen of those moves in Settings → Workflow. Below, each one shows when it fires, what it does and how it starts. Each has its own switch. Start from a preset, Recommended or Manual, then change single rows.
The steps that send a customer an invoice, approve a carrier’s bill or chase a customer for money all start off. You turn them on when you’ve seen enough to trust them.
Automations never apply to imported history. Bring your old loads across and they stay where you put them.
Loads
Four steps keep the board honest, so nobody drags a card to match what already happened.
Off: a new load stays Draft until you move it.
Ask me puts a button on the load instead of moving it.
Off: check-ins are still saved, and you move the status.
Paperwork
Delivered isn’t done. These four carry the load through audit and hold the carrier’s invoice up against what you agreed.
You can skip the audit and go straight to Invoice pending.
A draft is never sent unless the next step is on.
An invoice the audit flags is never sent on its own. A single customer can have its own yes or no.
A difference is flagged before you pay.
Money
Three steps close the books on a load. The one that approves a carrier’s bill starts off, and you set how close the match has to be.
Delivered loads only. A flagged invoice is never approved.
Off: the invoice reads paid, and you move the load.
Off: you close the load by hand.
Reminders
Four reminders watch for what hasn’t happened. You can change the timing on each.
Once per load.
Three reminders at most.
Sent in your business hours. A single customer can have its own yes or no.
Once each time the truck goes quiet.
Your own rules
Custom rules sit next door in Settings → Automations. Each one starts from a load status change. A run history shows what fired, so you’re not guessing whether a rule ran.
Setting it up takes one page. The guide walks through it: Set up automatic steps.
Questions brokers ask
Eleven of the fifteen start on. Four start off: marking a load delivered when the driver leaves the last stop, sending invoices by themselves, approving matching carrier bills, and past-due reminders to customers.
No. Automations never apply to imported history, and they work on new activity only. Import years of loads and none of them gets dispatched, invoiced or reminded on its own.
Only if you turn that on. By default the draft waits for you. With sending on, an invoice the audit flags still isn’t sent by itself, and any single customer can have its own yes or no.
Settings → Workflow holds the fifteen ready-made steps, each with a switch. Settings → Automations is for your own status-triggered rules, and it keeps a run history.
They’re part of the full TMS, on Regional and up. Hotshot is the verification suite only and has no TMS.