Customer Service
From Order Management and Customer Portal Access to Auto-rating and Appointment Scheduling, the application provides a layer of customer interaction and service that enhances your customers’ experience.
The LoadMaster application makes the job of a Customer Service Representative easier by providing better tools for order planning, providing quotes on orders, offering orders to outside carriers, auto-rating orders based on defined criteria and of course managing appointments for pickups and stop-offs.
Order Management
With McLeod Software’s LoadMaster application, managing your customer’s orders have never been easier. By using the order planning board color coded alerts, you can see at a glance what orders are running behind schedule and what orders require additional action. An automated alert can be configured to notify the operations user, dispatcher, and ultimately the customer, of any missed estimated time of arrivals and appointments. To assist with the order entry process, recurring orders can be setup to be created on a scheduled basis saving valuable customer service representative’s time.
Quotes
The Order Entry screen gives you the ability to enter loads as quotes before marking them active in the system. This gives the customer service representative the ability to build the actual order and generate the total charges to provide an accurate quote for a customer. Once the rate is accepted, the quoted order can then be converted to an actual order in available status with one click.
Customer Portal
The Customer Portal on the Internet Module provides access for customers to view available orders, track existing orders, enter their own orders, and request rates online. There is also an option for customers to view their own aged accounts receivable report, which includes their orders and outstanding balances.
LoadMaster Auto-Rating
The Auto-Rating portion of the LoadMaster application can save valuable time by using a configured rate table based on customer, lane, and other potential load requirements. When an order is entered into the system, the rate is automatically populated based on the matching criteria in the rating tables. These rates are highly configurable and can also support both tiered and distance/weight rating methods.
Appointment Scheduling
LoadMaster contains a valuable appointment scheduler that gives the operations users the ability to view all the orders that require an appointment and the ability to confirm those appointments all in one screen. The appointment scheduler shows the pickup/stop off in yellow if an appointment needs to be confirmed. The stop types show in green if both the appointment required and appointment confirmed fields are checked.