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Operations software for freight brokerages

Move documents from the inbox to the TMS without re-keying.

Jodat Group builds operational software for brokerages handling 20 to 500 loads a week. Tenders, rate confirmations, carrier packets and invoices are extracted into structured records, reviewed by your team, and written to your TMS only on approval.

Rate confirmation

Load 48213 · 3 of 14 pending

Needs review

Source document

Rate confirmation

Page 1 of 2

Load

48213

Rate

$2,850.00

Pickup

Joliet, IL

Delivery

Laredo, TX

Extracted record

rate_con_48213.pdf

Load #
48213
99%
Carrier
Ridgeline Transport
98%
Pickup
Joliet, IL · Sep 24
97%
Delivery
Laredo, TX · Sep 26
96%
Rate
$2,850.00
Check
Approve to McLeod

Nothing writes to the TMS until approved. Every change is logged.

Illustrative review screen. Nothing is written to the TMS until a user approves the record. Every change is logged.

Scope

Fixed in writing

Pricing

Published

Delivery

3–10 weeks to production

Control

Human approval on every record

Built to work alongside

McLeod · Turvo · Aljex · Tai · QuickBooks

WorkflowCurrent state
Rate confirmation entry
Coordinators re-key load, carrier and rate fields from PDF into the TMS, dozens of times a day.
Carrier onboarding
W-9, certificate of insurance and authority checks sit in separate email threads. Packet completeness is not visible before booking.
Customer status updates
Status is compiled by hand from email into spreadsheets the customer can see.
Invoicing
Invoices wait on manual reconciliation of the BOL against the original tender, which extends DSO.

These are integration gaps, not staffing problems. The systems involved were not designed to exchange data, so people do it for them.

Document intake

Email and PDF in, structured record out. Tenders, rate confirmations, COIs, carrier packets and invoices are extracted, validated and held in a review queue until a member of your team approves them. Corrections are captured and used to improve extraction.

rate_con_48213.pdf → Load 48213 · awaiting approval

Operational tooling

Internal tools that sit beside your TMS rather than replacing it: exception queues, margin-by-lane views, dispatch boards that match how your floor works, and customer portals that reduce inbound status calls.

Exceptions · 6 loads missing POD > 24h

Systems reconciliation

TMS to accounting, load boards to pipeline, EDI and API partners to both, and the spreadsheets your team still depends on, reconciled without a person in the middle.

TMS ↔ QuickBooks · 412 matched · 3 flagged

Outside our scope: consumer mobile applications, marketing websites, hourly staff augmentation, and remediation of inherited codebases.

Approval before write

No record reaches your TMS until a named user approves it.

Audit trail

Every extraction, edit and approval is logged with user and timestamp.

Your accounts

The software runs in accounts you own, with credentials you issue and can revoke.

Data handling

[State where documents are processed, which AI provider is used, and how long data is retained.]

01

Operations assessment

One week · $6,000

We observe the work with your coordinators, map the workflow, and quantify what the manual process costs per month. You receive a written build plan with a fixed price and timeline. The plan is yours, whether or not we build it.

02

Build

Fixed price · 3–10 weeks

Working software is delivered every Friday, and each increment is accepted by you before the next begins. The assessment fee is credited against the build. No hourly billing.

03

Operate

Monthly, optional

Monitoring, minor changes and the next workflow when you are ready. Cancel at any time. The software remains in your accounts.

Rate confirmation intake

Workflow
Rate confirmations arrive by email and are re-keyed into the TMS.
Build
Incoming documents become draft loads, each held in a review queue beside the original PDF until approved.

Carrier packet tracker

Workflow
Carrier packets arrive across separate threads with no view of completeness.
Build
W-9, COI and authority checks are tracked on one board per carrier. Missing or expiring documents are flagged before the carrier is booked.
Engagement
Price
Scope
Operations assessment$6,000One week. Workflow map, cost analysis and fixed-price build plan. Credited against the build.
Automation build$20,000–$45,000One workflow, end to end, in production. 3–5 weeks.
Platform build$45,000–$75,000+Multiple connected workflows, an internal tool or a customer portal. 6–10 weeks.
Care planFrom $2,000 per monthMonitoring, minor changes and priority response. Optional.
  • [Confirm: The code lives in your repositories and runs in your accounts from the first week. Each build ships with documentation and an operating runbook, so another engineer can maintain it.]

  • Extraction is one component. A build also includes validation against your TMS data, a review queue, approval controls, an audit log and the integration itself.

  • [Confirm: You do, including the source code, on final payment.]

  • Where a product fits your workflow, you should buy it, and the assessment will say so. Custom software is justified where your process differs from what products assume.

  • Each weekly increment is accepted by you before the next begins. [Confirm your remedy if acceptance criteria are not met.]

  • [Confirm: Through the access method your TMS supports, using credentials you issue. Records are written only after approval.]

The person who scopes your build is the person who delivers it.

[Name, title, and two or three sentences of relevant background.]

Start with one workflow.

A 20-minute call to review the workflow that costs your team the most time. No preparation is required; a screenshot of the inbox is enough. If the savings do not justify a build, we will say so.