By industry
Records from freight and distribution teams
The way your team works a busy day lives in its loads, orders and exceptions. In the copy, customer and carrier names become placeholders.
Get my estimateKeeping your accounts private
The copy is built so it cannot serve as a customer list. Every shipper, carrier, consignee, driver and customer becomes a placeholder, and account numbers are stripped.
Rates are the other common worry. If some lanes or months feel too sensitive, keep them out. You see a sample of the copy before anything goes out.
Questions owners ask
How far back should our records go?
On the call you go over how far your records reach and which parts fit.
Who on our side takes part?
Usually whoever runs your TMS or WMS and email, for a short stretch during scoping.
Do we pay anything?
There is no cost, and an NDA comes first.
Good to know
- You are never asked for TMS or WMS logins.
- Nothing changes in the tools your team works in.
- Exclude any system, inbox, folder or period.
A sensible place to begin
Many first scopes center on exceptions and claims. That is where judgment shows up: a truck running late, a short shipment, a damaged pallet and how each was handled. Load history and dispatch notes fill in the context. You can hold back rate and billing records. The same approach works for warehouse and purchasing records: system by system, with you choosing what goes in.
However much you include, the copy is made the same way. Our partner, License Your Data, sticks to the scope you approve, puts placeholders in place of names and identifiers and gets your approval on a sample first. Your source records stay where they are, inside your systems.
What usually comes up
- Shipment and load records
- Rate confirmations, tenders and POs
- Notes from dispatch and tracking
- Stock problems, claims and exceptions
- Carrier and customer correspondence