Navix Labs - Ideas Portal
CURRENT STATE: after a load is marked delivered in the TMS they have a communication that goes out automatically if they haven’t received paperwork after 7 days. They send this to the default contact in their TMS.
WOULD LOVE: this to be sent to default contact AND most recent ‘sent from’ contact. For this to be sent sooner (24 hrs after delivery, 72 hours after, then every 3 days). For a follow up task to be created for someone to call after a certain number of attempts.
TODAY IN NAVIX: go to unmatched Orders, go look up each load or carrier profile manually in TMS, manually copy/paste or compose an email to send. No way to track or schedule follow ups.
THIS SHOULD BE OUR ABSOLUTE EASIEST TEST CASE FOR AUTO-DISPUTES. THERE ISN’T THE COMPLICATION OF MULTIPLE EXCEPTIONS AND THIS IS THE MOST STRAIGHT FORWARD USE CASE TO TEST THIS ON. COULD ALSO BRING A TON OF VALUE TO OUR CUSTOMERS AND IMPROVE CASH FLOW.
We need to do some research on this before we can put it on the Roadmap. We are researching our new automation/rules engine, and that would ideally be the framework we use to give customers control over this.