Define the authoritative status.Name the TMS, ELD, visibility platform, customer portal, or communication record that controls each workflow.
Set commercial authority.Document who may approve lumper payments, EFS codes, reschedules, recovery options, accessorial discussions, or customer commitments.
Standardize communication.Set the required check-call intervals, update language, approved contacts, escalation triggers, and response deadlines.
Make the work auditable.Capture timestamps, actions, contact attempts, system updates, pending documents, commitments, and open ownership.
Pricing depends on covered hours, workload, systems and responsibilities. Review what managed coverage includes; the proposal confirms your rate, onboarding requirements and agreement terms.