Everything You Need to Run Your Brokerage
One unified platform replaces your spreadsheets, disconnected apps, and manual workflows. From the first lead to the final invoice — Trivium has you covered.
My Orders
Manage shipments from booking to delivery
| Order # | Created ▾ | CUSTOMER | VEHICLE(S) | TRANSPORT | ORIGIN | DESTINATION | Pickup Window | TARIFF | CARRIER PAY | DEPOSIT | STATUS | CARRIER | ASSIGNED |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TRV-2031 | May 23, 2026, 2:28 PM | Alex Johnson | 2024 Tesla Model Y | Open | Seattle, WA | Denver, CO | Jul 4 – Jul 6, 2026 | $1,327.50 | $1,075.00 | $265.50 | New | — | Maikro Castro |
| TRV-2030 | May 19, 2026, 2:35 PM | Maria Chen | 2023 Ford F-150 | Open | Austin, TX | Phoenix, AZ | May 27 – May 29, 2026 | $455.00 | $350.00 | $105.00 | Searching | — | Maikro Castro |
| TRV-2028 | May 15, 2026, 9:05 PM | David Park | 2022 Honda CR-V | Open | Miami, FL | Atlanta, GA | May 18 – May 20, 2026 | $1,800.00 | $1,450.00 | $350.00 | Picked Up | Pacific Coast Carriers | Maikro Castro |
| TRV-2025 | May 9, 2026, 3:05 PM | Sarah Williams | 2024 BMW X5 | Open | Boston, MA | Chicago, IL | May 25 – May 27, 2026 | $2,100.00 | $1,650.00 | $450.00 | Find Carrier | — | Maikro Castro |
| TRV-2019 | May 4, 2026, 6:41 PM | Jordan Kim | 2023 Toyota RAV4 | Open | Portland, OR | Salt Lake City, UT | May 20 – May 22, 2026 | $0.00 | $1,100.00 | $0.00 | New | — | Maikro Castro |
| TRV-2017 | Apr 28, 2026, 11:33 AM | Riley Brooks | 2024 Chevrolet Tahoe | Open | San Diego, CA | Las Vegas, NV | Jul 27 – Jul 31, 2026 | $700.00 | $400.00 | $240.00 | New | — | Maikro Castro |
| TRV-2011 | Apr 11, 2026, 12:17 PM | Casey Morgan | 2022 Mercedes GLE | Open | Nashville, TN | Charlotte, NC | Dec 31, 2026 | $1,560.00 | $1,200.00 | $360.00 | On Hold | — | Maikro Castro |
| TRV-2008 | Apr 11, 2026, 12:17 PM | Taylor Reeves | 2023 Jeep Wrangler | Open | Minneapolis, MN | Kansas City, MO | Dec 31, 2026 | $1,650.00 | $1,200.00 | $450.00 | On Hold | — | Maikro Castro |
12 modules · one platform
Show, don't tell
The six modules brokers spend the most time in.
Lead Management
Inbound leads land in a pipeline — not an inbox.
Capture leads from every source, distribute them across your sales team by weight, and watch them move from New through Converted. No inbox-hunting, no stale leads sitting unread.
- Weighted round-robin with daily limits and login-aware rules
- Per-source attribution (Google Ads, organic, referral partners)
- Auto-follow-up sequences for leads that go cold
My Leads
Leads are automatically imported from your connected sources
| Lead # | Created ▾ | Customer | VEHICLE(S) | TRANSPORT | ORIGIN | DESTINATION | Pickup Window | TARIFF | CARRIER PAY | Deposit | QUOTE | STATUS | SCORE | ASSIGNED | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TRV-2032 | May 23, 2026, 6:43 PM | Alex Johnson Referral: Trent Garrison | 2024 Tesla Model Y | Open | Seattle, WA | Denver, CO | Jul 30 – Jul 31, 2026 | $1,029.60 | $792.00 | $237.60 | Quote TRV-2032 | Converted to Quote | 100 Hot | Maikro Castro | |
| TRV-2031 | May 22, 2026, 3:34 PM | Maria Chen Referral: Trent Garrison | 2023 Ford F-150 | Open | Austin, TX | Phoenix, AZ | Jul 3 – Jul 4, 2026 | $1,327.50 | $1,062.00 | $265.50 | Quote TRV-2031 | Converted to Quote | 100 Hot | Maikro Castro | |
| TRV-2030 | May 20, 2026, 5:52 PM | David Park Referral: Trent Garrison | 2022 Honda CR-V | Open | Miami, FL | Atlanta, GA | May 21 – May 22, 2026 | $1,300.00 | $1,000.00 | $300.00 | Quote TRV-2030 | Converted to Quote | 100 Hot | Maikro Castro | |
| TRV-2029 | May 19, 2026, 5:57 PM | Sarah Williams Referral: Trent Garrison | 2024 BMW X5 | Open | Boston, MA | Chicago, IL | May 20, 2026 | $1,500.00 | $1,200.00 | $300.00 | Quote TRV-2029 | Converted to Quote | 100 Hot | Maikro Castro | |
| TRV-2028 | May 19, 2026, 11:00 AM | Jordan Kim Referral: Trent Garrison | 2023 Toyota RAV4 | Open | Portland, OR | Salt Lake City, UT | May 28 – May 30, 2026 | $455.00 | $350.00 | $105.00 | Quote TRV-2028 | Converted to Quote | 100 Hot | Maikro Castro | |
| TRV-2027 | May 15, 2026, 3:28 PM | Riley Brooks Website: Trent Garrison | 2024 Chevrolet Tahoe | Open | San Diego, CA | Las Vegas, NV | May 15, 2026 | $1,812.50 | $1,450.00 | $362.50 | Quote TRV-2027 | Converted to Quote | 100 Hot | Maikro Castro | |
| TRV-2026 | May 9, 2026, 3:59 PM | Casey Morgan Referral: Trent Garrison | 2022 Mercedes GLE | Open | Nashville, TN | Charlotte, NC | Oct 15 – Oct 17, 2026 | $2,184.00 | $1,820.00 | $364.00 | Quote TRV-2026 | Converted to Quote | 100 Hot | Maikro Castro | |
| TRV-2025 | May 8, 2026, 5:58 PM | Taylor Reeves Referral: Trent Garrison | 2023 Jeep Wrangler | Open | Minneapolis, MN | Kansas City, MO | Jun 1 – Jun 2, 2026 | $1,170.00 | $900.00 | $270.00 | Quote TRV-2025 | Converted to Quote | 100 Hot | Maikro Castro | |
| TRV-2024 | May 7, 2026, 2:13 PM | Pat Sullivan Referral: Trent Garrison | 2024 Kia Telluride | Open | Tampa, FL | New Orleans, LA | Jun 4 – Jun 5, 2026 | $1,406.25 | $1,125.00 | $281.25 | Quote TRV-2024 | Converted to Quote | 65 Warm | Maikro Castro | |
| TRV-2023 | May 6, 2026, 7:03 PM | Alex Johnson Referral: Trent Garrison | 2023 Hyundai Tucson | Open | Seattle, WA | Denver, CO | May 18 – May 19, 2026 | $699.40 | $538.00 | $161.40 | Quote TRV-2023 | Converted to Quote | 65 Warm | Maikro Castro | |
| TRV-2022 | May 6, 2026, 6:07 PM | Maria Chen Referral: Trent Garrison | 2024 Subaru Outback | Open | Austin, TX | Phoenix, AZ | Jun 15 – Jun 16, 2026 | $1,471.25 | $1,177.00 | $294.25 | Quote TRV-2022 | Converted to Quote | 65 Warm | Maikro Castro |
Quoting
Multi-vehicle quoting with live market pricing.
Add vehicles via VIN decode, see Super Dispatch + TruckStop pricing side-by-side, and convert to a full order in one click. Every field from the quote — pickup window, vehicles, commodities — carries forward intact.
- VIN decoding for accurate make / model / dimensions
- Super Dispatch + TruckStop market data in the same view
- One-click convert to order with no field loss
My Quotes
Manage pricing proposals and convert accepted quotes to orders
| Quote # | Created ▾ | CUSTOMER | VEHICLE(S) | TRANSPORT | ORIGIN | DESTINATION | Pickup Window | Tariff | CARRIER PAY | DEPOSIT | STATUS | ASSIGNED | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TRV-2055 | May 25, 2026, 2:03 PM | Alex Johnson | 2024 Tesla Model Y | Open | Seattle, WA | Denver, CO | Jul 30 – Jul 31, 2026 | $1,029.60 | $792.00 | $237.60 | New | Maikro Castro | |
| TRV-2052 | May 19, 2026, 8:07 PM | Maria Chen | 2023 Ford F-150 | Open | Austin, TX | Phoenix, AZ | May 20, 2026 | $1,500.00 | $1,200.00 | $300.00 | New | Maikro Castro | |
| TRV-2051 | May 19, 2026, 7:56 PM | David Park | 2022 Honda CR-V | Open | Miami, FL | Atlanta, GA | Jun 27 – Jun 29, 2026 | $285.00 | $1,600.00 | $285.00 | New | Maikro Castro | |
| TRV-2050 | May 19, 2026, 5:42 PM | Sarah Williams | 2024 BMW X5 | Open | Boston, MA | Chicago, IL | Jun 1 – Jun 3, 2026 | $850.00 | $600.00 | $250.00 | New | Maikro Castro | |
| TRV-2049 | May 18, 2026, 10:18 PM | Jordan Kim | 2023 Toyota RAV4 | box_truck | Portland, OR | Salt Lake City, UT | May 19, 2026 | $0.00 | $0.00 | $0.00 | New | Maikro Castro | |
| TRV-2048 | May 16, 2026, 12:28 PM | Riley Brooks | 2024 Chevrolet Tahoe | Open | San Diego, CA | Las Vegas, NV | Jun 1 – Jun 30, 2026 | $1,200.00 | $800.00 | $400.00 | New⚠ Stale | Maikro Castro | |
| TRV-2047 | May 14, 2026, 7:28 PM | Casey Morgan | 2022 Mercedes GLE | Open | Nashville, TN | Charlotte, NC | May 29 – May 30, 2026 | $730.60 | $562.00 | $168.60 | New⚠ Stale | Maikro Castro | |
| TRV-2046 | May 14, 2026, 7:28 PM | Taylor Reeves | 2023 Jeep Wrangler | Open | Minneapolis, MN | Kansas City, MO | Jun 15 – Jun 16, 2026 | $1,471.25 | $1,177.00 | $294.25 | New⚠ Stale | Maikro Castro | |
| TRV-2045 | May 14, 2026, 7:28 PM | Pat Sullivan | 2024 Kia Telluride | Open | Tampa, FL | New Orleans, LA | May 18 – May 19, 2026 | $699.40 | $538.00 | $161.40 | New⚠ Stale | Maikro Castro |
Order Management
Full lifecycle in one view.
Every order shows the status, the carrier, the pickup and delivery windows, signed BOLs, payments, communications, and the audit log — on one page. No tab-hopping.
- 10-step status workflow from Quoted through Delivered
- Hash-chained signing events on every BOL and Rate Con
- Activity log with diff view for every mutation
Customer ↗
EditName
David Park
david.park@example.com
Phone
(555) 123-4503 📞 💬
Origin
482 W Pine Avenue
Portland, OR 97214
Contact: David Park · ((555) 123-4503)
Destination
2150 Highland Dr
Denver, CO 80210
Contact: David Park · ((555) 123-4503)
Payment Section
Who pays what, and who collects it. Direction is computed automatically.
| Description | Amount | Paid by | Collected by | Direction | How | When |
|---|---|---|---|---|---|---|
| Deposit / Reservation Fee ✓ PAID $350.00 | 350 | Customer | Broker (us) | ↘ Revenue | Certified Funds | At booking |
| Driver Pay | 1450 | Customer | Carrier | ⇄ Pass-through | Certified Funds | At delivery |
Financial Summary
Total Job Value
$1,800.00
Broker Revenue
$350.00
Broker Cost
$0.00
Pass-through
$1,450.00
Broker Margin
$350.00
Assigned Carrier
Un-dispatchPacific Coast Carriers ↗
Picked UpMC#
999014
DOT#
3201450
Phone
(555) 247-8013
Dispatcher
Lina Ortega
Dispatch Details
Driver
Andre Solano
Pickup
May 18 – May 20
Delivery
—
Carrier Pay
$1,450.00
⚠ Carrier compliance: review required
- Certificate of Insurance not on file or expired
- Broker-Carrier Agreement not signed
Details
Transport Type
Transport
Pickup Window
Source
Website
Customer Signing Link (same URL as email)
https://triviumtms.com/b...
Customer Tracking Link
/track/48
Market Price ⤴
Calls Super Dispatch ($0.15 per request)
Billing
Customer Owes
$1,450.00
We Owe to carrier (COD)
$1,450.00
⊙ BOL Pending
⊙ Invoice Not Sent
Signatures
Customer Agreement
David Park · May 15
Rate Confirmation
Not sent yet
BOL — Pickup
Maikro Castro · May 22
BOL — Delivery
Not sent yet
Timeline
Carrier Management
FMCSA-verified. Insurance monitored. History tracked.
Every carrier card shows the FMCSA status, current insurance, MCS-150 freshness, equipment, lanes, and your history with them. Daily census refreshes catch identity changes that signal carrier fraud.
- FMCSA QCMobile + nightly Census import + MCS-150 delta detection
- Daily COI expiry monitoring with broker reminder emails
- Lane preferences + equipment for smarter load matching
Carriers
Manage your carrier network, compliance, and onboarding
| Name ▲ | MC# | DOT# | STATUS | PHONE | LOCATION | MAIN CONTACT | DISPATCH | EQUIPMENT | VERIFICATION | ONBOARDING |
|---|---|---|---|---|---|---|---|---|---|---|
| Pacific Coast Carriers | 999014 | 3201450 | New | (555) 200-0000 | Long Beach, CA | Lina Ortega | Lina Ortega | — | ⊙ | 📄 0/5 |
| Summit Logistics LLC | 999023 | 3201622 | New | (555) 200-1370 | Denver, CO | Marcus Reed | Marcus Reed | — | ⊙ | 📄 0/5 |
| Cascade Auto Transport | 999041 | 3202100 | Active | (555) 200-2740 | Portland, OR | Hana Wells | Hana Wells | — | ⊙ | 📄 0/5 |
| Liberty Freight Inc | 999058 | 3202845 | New | (555) 200-4110 | Dallas, TX | Roger Pena | Roger Pena | — | ⊙ | 📄 0/5 |
| Heritage Hauling Co | 999072 | 3203190 | New | (555) 200-5480 | Nashville, TN | Tia Beaumont | Tia Beaumont | — | ⊙ | 📄 0/5 |
| Apex Auto Transport | 999089 | 3203677 | Active | (555) 200-6850 | Phoenix, AZ | Devon Clarke | Devon Clarke | — | ⊙ | 📄 0/5 |
| Continental Freight Group | 999103 | 3204133 | New | (555) 200-8220 | Atlanta, GA | Sam Whitman | Sam Whitman | — | ⊙ | 📄 0/5 |
| Pioneer Dispatch Services | 999117 | 3204559 | New | (555) 200-9590 | Indianapolis, IN | Hailey Cross | Hailey Cross | — | ⊙ | 📄 0/5 |
| Summit Transport Partners | 999135 | 3204911 | Active | (555) 200-1096 | Salt Lake City, UT | Kai Yamada | Kai Yamada | — | ⊙ | 📄 0/5 |
| Empire Auto Logistics | 999148 | 3205347 | New | (555) 200-1233 | Newark, NJ | Brielle Munoz | Brielle Munoz | — | ⊙ | 📄 0/5 |
Carrier Portal
Mobile-first. Built for the dock.
Drivers sign Rate Confirmations + pickup and delivery BOLs from the phone in their pocket. Rear-camera photos of the vehicles, GPS-stamped, hash-chained for the audit trail. Brokers get signed PDFs before the load moves.
- Inline rear-camera capture from the BOL signing flow
- GPS-stamped + tamper-evident signing event chain
- Driver name + email auto-prefilled from carrier session
Load TRV-2028
Seattle, WA → Denver, CO
Driver
Lina Ortega
driver+999@example.com
39.7392° N, 104.9903° W · ±5m
Photos (3 / 6)
Driver Signature
Reports & Analytics
Know what's working — across every lane, rep, and carrier.
Revenue dashboards, sales-rep leaderboards, source attribution, carrier scorecards, and aging reports. Real-time today stats plus month-over-month comparison. Exportable, drill-downable, decision-ready.
- Real-time today stats + month-over-month comparison
- Sales-agent leaderboard + per-source attribution
- Marketing-Hub integration via the public analytics API
Command Center
Dashboard
Welcome back. Here's what's happening today.
Active Orders
24
Dispatched Today
3
Active Leads
7
Revenue — This Month
$$48,200.00
12 loads · $4,820.00 profit
Revenue This Week
$$9,650.00
Quick Actions
Recent Activity
Maikro Castro payment_item_updated a Order
5m ago
Maikro Castro posted_to_cd a Order
Order #2014
12m ago
Maikro Castro payment_item_updated a Order
18m ago
Maikro Castro payment_item_added a Order
32m ago
Maikro Castro payment_item_updated a Order
47m ago
Maikro Castro unposted_from_cd a Order
Order #2009
1h ago
Maikro Castro Updated a Carrier
1h ago
Recent Website Leads
Also included
The Rest of the Platform
Six more modules that work invisibly behind the six above so the broker workflow stays one continuous flow instead of a stack of stitched-together apps.
Dispatch
Match carriers from your network or post to Central Dispatch in two clicks. Send the Rate Confirmation, watch it sign itself, then dispatch. No call required.
Document Generation
Rate Confirmations, Bills of Lading, Invoices — generated as branded PDFs, signed e-end-to-end, archived on the order. No printing, no scanning, no faxing.
Carrier Matching Engine
Score carriers by historical lanes, equipment fit, on-time rating, and price competitiveness. The right carrier surfaces first — without you grepping spreadsheets.
Shipper Portal
Self-service portal for your customers: quote requests, real-time order tracking, e-signed agreements, full shipment history. Fewer status calls.
Billing & Payments
Stripe and Square charging, invoice generation, payment tracking, aging reports, and revenue analytics. Cash flow stays visible and recoverable.
Integrations
FMCSA, Central Dispatch, Super Dispatch, TruckStop, Stripe, Square, QuickBooks, RingCentral, Anthropic, Resend, and Google Maps — connected and battle-tested.
Ready to see it in action?
Join the beta and experience a TMS built for the way modern brokerages actually work.
Limited spots available. We'll be in touch within 24 hours.