Product tour
Click through the whole system
Eighteen screens from one week at a fictional hauler-broker, Northgate Disposal. Use the tabs, or the sidebar inside the app — it works. No signup.
Today: what needs a human
The dashboard is a to-do list, not a chart. Month-to-date money, today’s deliveries, and the four things that need a decision: a hauler invoice to approve, a job ready to close, a rental past its included days, a booking-page lead to confirm.
- Every tile is a link to the list behind it
- Finance tiles only for roles with billing access
- Brokerage and Dispatch engines share the page
Jobs: the week, by action
Delivery, swap and pickup cards by day. Own-fleet jobs show the driver and truck; brokered jobs show the hauler. Switch to the board to drag jobs onto drivers, or the list to filter and export.
- Schedule, board and list over the same jobs
- Needs-closeout count and filter
- Click any card to open the living job record
The living job record
Harbor Plaza’s swap, start to finish: requested in the portal at 09:12, dispatched at 09:14, swapped at 11:38 with photos, weighed at 13:40, invoiced and paid. Money, container, proof and messages on one record.
- Timeline of every action in the cycle
- Haul, tonnage and invoice tiles with their sources
- Container and rental clock, proof of service
Map: trucks, cans, haulers
Live truck positions from HD Fleet, containers by number, jobsites, dumps and yards. The on-the-road list shows what each truck is doing and what the brokered haulers have reported.
- Live, dispatch and routes views
- Route playback per truck
- Brokered status from work links on the same map
Customers: one account, every site
Companies, contacts and leads with their sites, pricing, open balance and portal status. The profile shows lifetime revenue, cost and profit from the same rule the reports use.
- Rate sheets per customer
- Jobs, invoices, messages and documents per account
- Leads from the booking page in the same list
Haulers: your network
The subcontractors you broker to: coverage, sizes, rate card, documents, terms and open bills. Pick one on a job and the quoted cost is on the record before dispatch.
- Rate cards by size
- W-9, COI and agreements on file
- Bills from received to paid; 1099 report
Communications: on the record
Texts, calls, voicemail and email in one feed, each thread on the customer, hauler or job it belongs to. Two business lines; a missed call gets a text back from the line that was dialed.
- Customer line and hauler line
- Gmail and IMAP inboxes read in
- Team chat with drivers
Inbox: the hauler’s invoice, read by AI
Riverbend’s invoice #4471 arrived by email. Excern read it, matched it to job #0412, compared $514 actual with the $500 quote and worked out the margin. Nothing changes until you press Approve.
- Email-in and upload
- Split, duplicate and overage detection
- Approve → actual cost on the job → reconciliation
Billing: review and send
Invoices built from the jobs: haul, tonnage from the ticket, rental days from the clock, extra charges you approved. Stripe payments, payment links, card on file, statements; expenses on the next tab.
- Editable until paid; supplemental invoices
- Overage queue with evidence
- QuickBooks Online sync
Inventory & pricing
Every container by painted number with a status the jobs keep current, and the catalog that prices everything: haul, included days and tons, overage rates, customer rate sheets, reusable extra charges.
- At the yard, on a truck, on site
- Types & pricing; customer overrides
- Hauler rate cards for brokered work
Scale tickets
Every ticket with its facility, material, tons, job and dump fee. Unmatched tickets wait in a queue; a subcontractor’s ticket is evidence for the customer’s tonnage, never a second cost.
- Entered by the driver at the scale
- Dump fee to cost, tonnage to invoice
- Statement matching and diversion reports
Reports & planning
Revenue, cost and margin from real bills and tickets, with the estimated part marked. Reconciliation lists what does not add up; the planner counts containers and trucks for the week ahead.
- Summary, reconciliation, operations, planner, scale tickets
- Cash-flow forecast
- Custom reports and exports
Operator: ask, in plain English
An assistant that answers questions about your workspace — what you made on a customer, which pickups are overdue, what a driver ran — from tool calls on your data, with the same definitions as the reports.
- Read-only; it cannot change anything
- Names its scope in the first sentence
- Finance answers only with billing access
Fleet & maintenance
Trucks with their driver, inspection and mileage; a failed pre-trip puts a truck on hold and opens a work order; HD Fleet supplies positions, trips, mileage and dashcam events.
- DVIR → safety hold → work order
- Service intervals by miles or days
- Drivers, yards and dumps
Photo ✓ · Signed ✓Ticket photo ✓The driver app
Today’s route, the stop with pull and drop, the scale ticket at the dump and the pre-trip inspection — on the driver’s own iPhone or Android. Everything they tap lands on the job the office is looking at.
- Photos, signatures, can’t-service reasons
- Ticket entry at the facility
- Time clock and team chat
Proof ✓The hauler’s work link
A subcontractor gets a secure link for one job: confirm, report status, attach photos, upload the scale ticket. No app, no account. Reassign the job and the old link stops working.
- Per-job, no-login
- Container number, status, proof and ticket back to the job
- The customer never sees the hauler
Truck 9 · 6 min awayThe customer portal and tracking link
Customers see their sites, containers and rental day, request a swap or pickup, download invoices and pay by card. On service day a tracking link shows the truck and the window.
- Requests land on your Jobs list
- Photos of every service
- Pay now on every invoice
The public booking page
New customers pick a size, a date and an address, add photos of the spot and request the delivery from your website. It lands on your Jobs board as a request: you set the price, decide who runs it, and confirm — then it is on the schedule.
- Your domain, your sizes, your “starting at” prices
- Photos help the driver and settle disputes
- No payment on the page; nothing charged until you confirm
Every number on these screens is cross-referenced: ticket A-48812 · 10.61 t × $68 = $721.48; invoice INV-1042 = $395 + $721.48 + $80 = $1,196.48; job #0412 sold at $640, hauler quoted $500, invoiced $514, margin $126.
Now run it on your own jobs
Free to start, no card. Import your customers and rates, dispatch tomorrow from Excern.