How to Automate Truckbase

Truckbase automates its own side well: an AI load importer builds the load from a rate confirmation, dispatch goes to drivers by text or email, ELD integrations show truck location, and settlements and invoices generate without typing. Broker billing portals, factoring sites and load boards need an agent like WebRun.

Truckbase is where a rate confirmation becomes a dispatched load

Truckbase is a transportation management system for small and growing trucking carriers: the fleet with nine trucks, the heavy haul outfit, the regional carrier running for four brokers and one direct shipper.

A carrier that size has no back office to speak of. The same two or three people book the loads, dispatch the drivers, chase the paperwork, invoice the customer, run the settlements and answer the phone when a shipper asks where the truck is. Almost everything they do starts with one document, a rate confirmation emailed by a broker, and ends with two, a signed bill of lading and an invoice.

Truckbase sits between those. Loads, drivers, trucks, stops, rates, documents and settlements in one place, with a dispatch calendar showing which truck is on what and when it comes free. The dispatcher works from it, and so does whoever bills on Friday.

The money comes from brokers who each want their own portal

A carrier's own systems are the easy half. The hard half belongs to everybody else.

Loads are found on load boards, so DAT and Truckstop sit open in a tab all day while somebody works out whether a lane pays enough to take a truck away from home. A new broker means a carrier packet on yet another onboarding platform, with the authority, the W-9 and a certificate of insurance uploaded again.

Once a load is moving, the broker wants status updates in their system, not yours. Once it delivers, the invoice and the signed bill of lading go into that broker's billing portal, where it is approved, short-paid or parked behind a missing document, and none of that comes back unless somebody looks. If the invoice is factored, the advance, the reserve and any chargeback sit on the factoring company's site instead.

Underneath all of it, the carrier's own safety record is published on a federal site that updates whether or not anyone watches.

The truckbase.com homepage, the app these three jobs run in. Truckbase
Unpaid means three different things Every open invoice checked on the broker's own billing portal, so approved, short-paid and held for a missing document are separate lists by seven.
Backhauls worth the phone call Load boards read for the lanes out of the market a truck delivers into on Thursday, at or above the rate that makes the week work.
Safety scores before a broker sees them The carrier's federal record checked each month, so a roadside inspection lands on your desk before it lands in somebody's onboarding system.

The load importer reads the rate confirmation so nobody types it

Truckbase automates the parts of this that happen on its own side, and it is genuinely good at removing typing.

The AI-powered load importer reads a rate confirmation and builds the load from it, lifting the stops, the dates, the reference numbers and the rate rather than making a dispatcher key them in. Dispatch details go to the driver by text or email in one click, and the driver scans the bill of lading from a phone straight onto the load.

Truck locations arrive from the ELD, with integrations to Samsara, Motive, Geotab and around thirty others, so the dispatch calendar shows where equipment actually is. Driver settlements generate from the loads already dispatched, with stop pay and reimbursements added in a few clicks. Invoicing goes out immediately, including bulk invoices grouping one customer's loads over a date range, and Truckbase Intelligence breaks profitability down by load, truck, driver and lane.

The pattern is the one every dispatch system runs into. All of it acts on a load that is already in the system, and on trucks you own.

Every broker portal checked before the drivers start calling

The paperwork half of the job can run on its own, starting with the money.

Every unpaid invoice checked on the broker's own billing portal each morning, so approved, short-paid and held for a missing document become three lists by seven rather than one long guess at month end. Factoring advances and reserves read off the factoring site and matched to the loads they belong to, so a rejected invoice is fixed the day it is rejected.

Load boards watched for the lanes you actually want: a backhaul out of the market where a truck delivers on Thursday, at or above the rate that makes the week work, collected into a short list.

The carrier's own safety scores pulled from the federal site each month, because a roadside inspection on your record gets seen by a broker's onboarding platform before it is seen by you. Certificates and carrier packets tracked broker by broker, since the one that expires is always the one with a load booked for Monday.

Booking freight, arguing a chargeback and deciding what to do about a driver stay where they are.

A dispatcher's morning belongs to the trucks

Every one of those portals has a login somebody in the office already has. The only question is whether opening them one at a time is what a dispatcher's morning is for.

WebRun is an agent that works a real Chrome browser, signed in as you. It opens the broker's billing portal, the factoring site, the load board or the federal safety record, reads what is there, and hands back the list you would have built: what is really unpaid, the backhauls worth calling on, the certificate that expires in nine days.

There is no EDI connection to negotiate, which matters when half your brokers are small. It runs on your schedule in your own private environment, and anything that messages a broker, a driver or a customer is drafted for you to send.

The workflows below are already built, and each one names the sites it opens.

Questions people ask

Truckbase already imports our rate confirmations. Where does this start?

After the load is running. The importer, the dispatch text and the settlement all act on a load inside Truckbase. This covers the broker portals, the factoring site and the load boards, which are other companies' systems and have no reason to tell you anything.

Will it accept a load or send a rate to a broker?

No. Booking freight and quoting a rate stay with a dispatcher. It gathers the loads worth calling on, with the lane, the rate and the timing already set out, so the call gets made with the numbers in front of you.

Half our brokers are small and have no EDI. Does that matter?

No. It signs into each broker's website the way your billing clerk does, so a small broker with a basic portal is reachable on exactly the same terms as one with full EDI.

12 ready-made Truckbase workflows

Each one names the apps it touches and the exact steps it takes. Open one to read what it will do, then turn it on.

Automated POD Chaser for Freight Dispatch
WebRun checks Truckbase for delivered loads that still lack a signed POD, identifies which drivers have not uploaded the document, and drafts a reminder text for your review before sending.
TruckbaseTwilioGoogle Sheets
Automated On-Time Delivery Performance Report
WebRun reviews the past week of completed loads in Truckbase, compares actual delivery times against scheduled times, calculates your on-time percentage, and posts a performance report to your Slack channel every Monday.
TruckbaseGoogle SheetsSlack
Automated Truck Maintenance Due Alerts
WebRun checks your truck maintenance schedule in Google Sheets against current odometer readings in Truckbase, flags any trucks with upcoming service due, and posts a weekly alert to Slack so your team can schedule maintenance before it becomes an emergency.
TruckbaseGoogle SheetsSlack
Automated Load Status Digest for Dispatch Services
WebRun pulls current load statuses from Truckbase, compiles a per-customer digest showing which loads are in transit, delivered, or pending pickup, and drafts a status email for each client for your review before sending.
TruckbaseGmailGoogle Sheets
Automated Lane Capacity Digest for Trucking Dispatch
WebRun reviews your Truckbase load board and driver schedules each Monday, calculates available truck capacity by lane for the week ahead, and posts a capacity digest to your Slack channel so dispatchers can target the right loads.
TruckbaseSlackGoogle Sheets
Automated Freight Invoice Chaser for Carriers
WebRun checks Truckbase for freight invoices past their due date, identifies which brokers or shippers have not paid, and drafts a polite payment reminder email in Gmail for your review before sending.
TruckbaseGmailQuickBooks
Automated Detention and Demurrage Tracking
WebRun reviews Truckbase load events for arrival and departure timestamps, calculates detention time against your free-time allowance, and logs billable charges to a Google Sheet for your team to invoice.
TruckbaseGoogle SheetsSlack
Automated Freight Delay Exception Alerts
WebRun monitors active loads in Truckbase for delays against scheduled pickup or delivery times, detects exceptions in real time, and sends an immediate Slack alert to the responsible dispatcher so they can notify the broker or customer.
TruckbaseSlackGoogle Sheets
Automated Customer Onboarding for Freight Dispatch
When a new customer is added to Truckbase, WebRun collects their broker packet requirements, creates a setup checklist in Google Sheets, and drafts a welcome email in Gmail for your review before sending.
TruckbaseGoogle SheetsGmail
Automated Carrier Insurance Certificate Expiry Alerts
WebRun scans your carrier compliance records in Truckbase for insurance certificates expiring within 30 days, logs them to a tracking sheet, and posts a daily Slack alert so your team can follow up before coverage lapses.
TruckbaseSlackGoogle Sheets
Automated Cargo Claim Deadline Tracking
WebRun reviews open cargo claims in your Google Sheet claim register, checks each claim's age against the filing deadline, and posts a weekly Slack alert listing any claims approaching their cutoff so your team can act in time.
TruckbaseGoogle SheetsGmail
Automated Accessorial Charge Audit for Freight
WebRun reviews completed loads in Truckbase for accessorial events such as liftgate, layover, driver assist, and fuel surcharge, checks whether each charge was invoiced, and logs any missing charges to a Google Sheet for billing review.
TruckbaseQuickBooksTelegram

Want one of these running on your own Truckbase?

Show WebRun the process once and it will run it on schedule, in your own private browser environment.