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Phase 3 — Load Lifecycle

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Phase 3 — Load Lifecycle

This phase covers every action from creating a load in MVMNT through delivery — and the critical handoff to Accounting that triggers Phase 4. Phase 3 is where margin is made or lost in real time.

Total steps: 7 (Steps 3.1–3.7) Primary owner: Vacant — Carrier Relationships Lead (hiring) for execution · Concetta (Accounting) takes over at delivery

Interim Coverage: Nick (CEO) is covering day-to-day load execution (booking, dispatch, tracking, document closing) until the Carrier Relationships Lead is hired.

flowchart TD
    A([Greenlit Shipper\nhas freight to move]) --> B[3.1 Load Creation\nin MVMNT]
    B --> C{Shipper status\n= Customer +\nCredit available?}
    C -- No --> D([❌ Block — resolve\nPhase 1 issue first])
    C -- Yes --> E[3.2 Carrier Assignment]
    E --> F{Carrier Active +\nInsurance current +\nRisk acceptable?}
    F -- No --> G([❌ Block — resolve\nPhase 2 issue first])
    F -- Yes --> H[3.3 Carrier Rate\nConfirmation\nDigital E-Sign]
    H --> I{Shipper Rate Con\nRequired?}
    I -- Yes --> J[3.4 Shipper Rate\nConfirmation]
    J --> K[3.5 Dispatch + Tracking\nActivation]
    I -- No --> K
    K --> L[3.6 In-Transit Monitoring\n& Exception Management]
    L --> M[3.7 Delivery + Status\nChange to Delivered]
    M --> N[Auto: Carrier Ranking\nPrompt + POD Request\n+ Shipper Notification]
    N --> O([✅ Phase 4 Begins:\nAccounting takes over])

Steps

StepTitleOwnerKey Systems
3.1Load Creation in MVMNTVacant — Ops Manager seat openMVMNT, MVMNT, Parade
3.2Carrier AssignmentVacant — Ops Manager seat openMVMNT, DAT, Parade, Trucker-Tools, Highway
3.3Carrier Rate ConfirmationVacant — Ops Manager seat openMVMNT, Highway
3.4Shipper Rate Confirmation (If Required)Vacant — Ops Manager seat openMVMNT
3.5Dispatch, Pickup, and Tracking ActivationVacant — Ops Manager seat openMVMNT, Trucker-Tools
3.6In-Transit Monitoring and Exception ManagementVacant — Ops Manager seat openMVMNT, Trucker-Tools
3.7Delivery and Phase 3 → 4 HandoffVacant — Ops Manager seat open → ConcettaMVMNT, Trucker-Tools

Key Flags

🛑 Critical Blockers

  • MVMNT → QuickBooks-Online sync broken — affects load financial record visibility throughout Phase 3. Same blocker as Step 1.10.
  • POD/Invoice Request automation not enabled — largest uncaptured Phase 3 automation. All document collection is manual until activated.

⚠️ Key Risks

  • In-transit financial entry timing is informal — exceptions not captured in real time cause margin erosion that surfaces at Phase 5 reconciliation.
  • Two-part rate confirmation not automated — fraud-prevention practice is manual.

🔲 Decisions Required

  • Nick (Founder/CEO): Margin-review threshold — below what GP% does a load require Ops Manager approval?
  • Nick (Founder/CEO): Standard detention/layover/TONU rates as starting points for Ops negotiations.

Previous phase: Phase 2 — Carrier Onboarding Next phase: Phase 4 — Invoicing & Factoring

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