Track & Trace

Enabled

v Jan 12, 2026 ∙ 1:38 AM

Brokerage SOP

Track & Trace Process

Overview

This workflow monitors loads in transit with automated check-in communications to carriers and drivers.

Process Steps

1. Load Monitoring Initialization

  • Activate tracking upon dispatch confirmation
  • Set check-in schedule based on transit time
  • Configure customer notification preferences

2. Scheduled Check-ins

  • Initiate voice calls to driver at scheduled intervals
  • Request current location and ETA
  • Update tracking information in TMS
  • Send automated updates to customer

3. Exception Handling

  • Detect delays based on ETA variance
  • Identify potential appointment conflicts
  • Escalate service failures to operations
  • Coordinate appointment reschedules when needed

4. Milestone Updates

  • Confirm pickup arrival and departure
  • Track border crossings for international loads
  • Monitor delivery window compliance
  • Log actual arrival vs scheduled times

5. Customer Communication

  • Send proactive status updates at key milestones
  • Respond to customer tracking inquiries
  • Provide real-time ETA when requested

Check-in Schedule

  • Short haul (<500 mi): Every 4 hours
  • Medium haul (500-1000 mi): Every 6 hours
  • Long haul (>1000 mi): Every 8 hours
  • Last 50 miles: Every 30 minutes

Escalation Triggers

  • Driver unreachable after 3 call attempts
  • ETA variance exceeds 2 hours
  • Weather or road conditions affecting route
  • Driver reports mechanical issues

To request changes to this SOP, please reach out to your account manager.

Action Guardrails
Outgoing Phone Call
Never call after 11pm local time or on weekends or holidays
Outgoing Text Message
Only send tracking update texts during business hours