Sidekick for Logistics and Transportation
Connect the customer promise to the movement, exception, and invoice.
Bring accounts, quotes, orders, fleet or asset context, dispatch communication, exception work, billing, and reporting into one operational trail.
Start with Sidekick for Logistics and Transportation
Where the day gets stuck
Exceptions handled off-record
Billing lacks operational evidence
Your Sidekick product recipe
Deep apps, connected around the way this business works.
Customer growth
Sidekick CRM
Know every customer. Move every opportunity.
Business operationsSidekick ERP
Finance and operations on the same record.
CommunicationsSidekick Voice
Business calling with real phones and real help.
ProtectionSidekick Protect
Know what is protected and prove it can recover.
PlatformSidekick AI
AI that can see the work and help move it forward.
Who gets value
Different roles, one operating record.
Sidekick gives each person a focused way into the same customer, work, and financial context.
- 01Account team sees service history
- 02Dispatcher manages exceptions
- 03Finance sees delivery evidence
Workflow 1
quote and accept a shipment
A practical Sidekick workflow that helps the team quote and accept a shipment.
- Capture lanes and requirements
- Build pricing
- Confirm capacity
- Create the operational order
Workflow 2
manage a delivery exception
A practical Sidekick workflow that helps the team manage a delivery exception.
- Receive the event
- Resolve customer and shipment
- Assign corrective action
- Communicate status
Workflow 3
prepare the invoice with evidence
A practical Sidekick workflow that helps the team prepare the invoice with evidence.
- Confirm completion
- Attach approved charges
- Resolve exceptions
- Issue and reconcile invoice
Sidekick AI in the work
Useful actions, grounded in the operating record.
- Summarize active exceptions
- Prioritize customer communication
- Explain charge variance