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The use case for AI in logistics.

This page lists the office work in a UK logistics business that Claude can take on, by function and by the kind of business, starting with quoting and winning work. It is written for owners, managing directors and operations directors of hauliers, forwarders, warehouses and couriers. The vehicles, the warehouse floor and the judgement stay with your people. Claude takes the reading, pricing, checking and chasing around them, and helps you build the internal tools you would otherwise pay for.

[WHERE THE TIME GOES]

Where the time goes

A haulier prices loads from its own cost per mile and keeps its operator licence safe. A forwarder quotes across carriers and agents and makes customs declarations. A warehouse or 3PL prices storage and handling to a client's data and bills it every month. A courier or pallet network member prices every job from a matrix and pays its drivers by the job. Pick the one closest to yours and the rest of the page follows it, from where the time goes to the twelve month picture.

These are the tasks that come round every week in a haulier's office, grouped by the kind of work they are.

01

Pricing the work

5 tasksClose
  • Rate requests by email and phone
  • Prices for lanes you have not run
  • Backloads for empty return legs
  • Fuel surcharges every week
  • Rate reviews nobody has time to write
02

Planning and subcontracting

5 tasksClose
  • Booking emails into the plan
  • Loads you cannot cover
  • Subcontractor documents to check
  • Driver job sheets
  • Delivery slots on booking portals
03

Paperwork after every drop

5 tasksClose
  • PODs to match and chase
  • Waiting time and extras to bill
  • Subcontractor invoices to check
  • Invoices on customer portals
  • Short payments and deductions
04

Keeping the licence safe

5 tasksClose
  • Infringement reports and debriefs
  • Card and vehicle unit downloads
  • Inspection and defect records
  • Licence and CPC checks
  • The transport manager's report

These are the tasks that come round every week in a forwarder's office, grouped by the kind of work they are.

01

Getting a quote out

5 tasksClose
  • Quote requests with details missing
  • Rate requests to carriers and agents
  • Replies compared by hand
  • Surcharges and validity dates
  • Follow-ups on quotes sent
02

Documents for every shipment

5 tasksClose
  • Invoices and packing lists that disagree
  • Draft bills of lading
  • Cut-offs and missing documents
  • Instructions to overseas agents
  • Arrival notices and free time
03

Customs and HMRC

5 tasksClose
  • Declarations checked before submission
  • Commodity codes to settle
  • HMRC queries and amendments
  • Postponed VAT and deferment statements
  • Client authorities to keep current
04

Billing what you spent

5 tasksClose
  • Carrier invoices against the quote
  • Disbursements on customer invoices
  • Charges nobody quoted
  • Rate files after every carrier notice
  • Overdue accounts

These are the tasks that come round every week in a warehouse or 3PL office, grouped by the kind of work they are.

01

Pricing and winning clients

5 tasksClose
  • Prospect data to model
  • Rate cards and proposals
  • Tender pricing tables
  • Bid questionnaires
  • Rate reviews at renewal
02

Getting clients live

5 tasksClose
  • Product files to clean
  • Operating procedures for each client
  • Onboarding plans and updates
  • Peak labour and space plans
  • Agency timesheets
03

Billing the month

5 tasksClose
  • Activity priced against rate cards
  • Minimum charges
  • Extras done but not billed
  • Bills checked against contracts
  • Open book cost reports
04

Answering clients

5 tasksClose
  • Stock and order queries
  • Goods-in discrepancy reports
  • Stock variance investigations
  • Monthly KPI and SLA reports
  • Packaging data requests

These are the tasks that come round every week in a courier or pallet network depot office, grouped by the kind of work they are.

01

Pricing every job

5 tasksClose
  • Same-day prices with uplifts
  • Pallet prices from the tariff
  • Fuel surcharges
  • Account rate reviews
  • Tender rate grids
02

The control room

5 tasksClose
  • Bookings from emails
  • Delay updates to customers
  • Where is my delivery calls
  • Shift handovers
  • Service reports by client
03

Drivers and the network

5 tasksClose
  • Self-billing statements
  • New driver documents
  • Consignments missing before cut-off
  • Short and damaged pallets
  • Network charges to reconcile
04

Proof and payment

5 tasksClose
  • PODs to match and chase
  • Invoices with extras attached
  • Complaints to answer
  • Claims against a time limit
  • Overdue accounts
[THE POINT]

What a haulier does brilliantly, and what sits around it

This is the point of the whole page. The work in the left column is why customers use you and come back. The work in the right column has grown up around it, and in most logistics offices it takes more of the week than anyone has measured.

What a human does brilliantly
  1. Pricing a load the fleet will run well
  2. Planning the fleet around drivers' hours
  3. Finding the backload that makes a trip pay
  1. Keeping a key customer through a bad week
  2. Judging which subcontractor to trust
  3. Running a safe and compliant operation
  4. Developing good drivers
  5. Deciding which work to chase
What sits around it
  1. Keying booking emails into the plan
  2. Chasing missing PODs
  3. Matching subcontractor invoices
  1. Working out fuel surcharges
  2. Writing driver debrief notes
  3. Filing inspection records
  4. Filling in tender questionnaires
  5. Submitting invoices on portals

What a forwarder does brilliantly, and what sits around it

This is the point of the whole page. The work in the left column is why customers use you and come back. The work in the right column has grown up around it, and in most logistics offices it takes more of the week than anyone has measured.

What a human does brilliantly
  1. Finding the right routing for awkward cargo
  2. Knowing which agent will perform
  3. Pricing a lane you can win and deliver
  1. Classifying goods correctly
  2. Getting a held shipment released
  3. Keeping a key shipper through a bad season
  4. Building relationships with agents abroad
  5. Deciding which trade lanes to grow
What sits around it
  1. Chasing rates from carriers and agents
  2. Comparing replies by hand
  3. Typing surcharges into quotations
  1. Checking documents agree
  2. Checking draft bills of lading
  3. Matching carrier invoices to quotes
  4. Reconciling HMRC statements
  5. Following up quotes nobody answered

What a 3PL does brilliantly, and what sits around it

This is the point of the whole page. The work in the left column is why customers use you and come back. The work in the right column has grown up around it, and in most logistics offices it takes more of the week than anyone has measured.

What a human does brilliantly
  1. Designing a solution for a client's products
  2. Pricing a contract that makes money
  3. Running the floor through a peak
  1. Keeping stock accurate
  2. Fixing a client's problem before they notice
  3. Leading a shift team
  4. Keeping a client for years
  5. Deciding which clients to take on
What sits around it
  1. Modelling a prospect's order data
  2. Writing proposals and rate cards
  3. Cleaning product files
  1. Pricing the monthly bill
  2. Writing discrepancy reports
  3. Building KPI reports
  4. Answering stock queries
  5. Compiling packaging data

What a courier does brilliantly, and what sits around it

This is the point of the whole page. The work in the left column is why customers use you and come back. The work in the right column has grown up around it, and in most logistics offices it takes more of the week than anyone has measured.

What a human does brilliantly
  1. Getting an urgent job there on time
  2. Allocating work fairly to drivers
  3. Solving a failed delivery on the spot
  1. Keeping a key account through a bad day
  2. Choosing drivers you can trust
  3. Knowing every postcode in your area
  4. Pricing a special job sensibly
  5. Deciding which accounts to chase
What sits around it
  1. Keying emailed bookings
  2. Adding up uplifts and extras
  3. Writing delay updates
  1. Answering where is my delivery
  2. Chasing PODs
  3. Producing self-billing statements
  4. Chasing short and damaged pallets
  5. Reconciling network charges

The use case for AI is taking away the time that gets spent on the work sitting around the job, and freeing your people up to do the work only a human can do. The work that grows the business, and the work they enjoy the most.

[THE USE CASES]

95 things you could hand over, by function.

The times are our own estimates for a typical task in a UK logistics business. Nobody has published measured times for this work, so where a source gives a figure we say who published it. Every use case assumes a business plan whose terms keep your content out of model training, and your customers' data stays subject to your contracts with them. The highlighted use cases either take the most hours or make the biggest difference to the business.

What it gives you

Quotes and enquiries

The person pricing the work, often the owner or the transport office.

11 use cases
Highest time

Reading a quote request and listing what is missing

Reads the enquiry as it arrived and pulls out the collection and delivery points, dates, weights, pallets or volumes, the service needed, and anything the price depends on that is missing.

Saves timeWins work
ProjectSkillEmailSpreadsheet
ProjectSkillEmailSpreadsheet
You give itThe enquiry email, spreadsheet, portal request or PDF.
You get backA job sheet with every detail and where it was found, a list of what is missing, and a short reply asking the customer only for those things, so the person pricing starts from a checklist.
You stillDecide whether the work is worth quoting. Knowing which customers and lanes suit your operation is the skill you are paid for.
Highest value

Pricing a load from your own cost sheet

Builds a first price for a full load, part load or pallets from your cost per mile for the vehicle, the empty return leg and the extras, with every assumption written down.

Saves timeWins workYou own it
ProjectSkillSpreadsheetTMS
ProjectSkillSpreadsheetTMS
You give itThe job sheet, your cost sheet or rate card, and past jobs on the same lane.
You get backA costed price with mileage, vehicle, return leg, fuel line, tolls, waiting time and tail-lift shown separately, the past jobs it drew on, and the lines it was least sure of. It leaves a line blank where your sheet does not cover it.
You stillSet the price. You know whether a backload is likely, what the customer will pay and what the work is worth to you.

Quoting backloads for tomorrow's empty legs

Compares tomorrow's plan with loads on the exchange and in your inbox, lists where an empty return leg could carry paid work, and drafts the quote or the offer.

Saves timeWins work
ProjectClaude in ChromeLoad boardEmailTMS
ProjectClaude in ChromeLoad boardEmailTMS
You give itTomorrow's plan, load board listings or emails, and your backload floor rates.
You get backA list of empty legs with candidate loads by time and postcode, a draft rate for each based on your floor, and draft messages to the customer or the other haulier.
You stillAccept or turn down the load. Whether a backload is worth the hours and the risk is the planner's call.
Highest value

Comparing carrier and agent rates for a spot quote

Puts the rate replies from carriers and overseas agents side by side on the same basis: what is included, the surcharges, the rate basis and the date each rate expires.

Saves timeWins work
ProjectSkillEmailSpreadsheetRate portal
ProjectSkillEmailSpreadsheetRate portal
You give itThe quote request and the carrier and agent replies, in whatever format they came.
You get backOne comparison on a common basis, each reply's validity date and fuel or currency week, the charges one reply includes and another leaves out, and a flag on any rate that has expired.
You stillChoose the routing and the supplier. Which agent will actually perform on that lane is knowledge only your team has.
Highest value

Building the quotation with every surcharge in it

Writes the quotation from the chosen rates, with chargeable weight, surcharges, customs fees, Incoterm, validity and exclusions set out the same way every time.

Saves timeWins work
SkillFreight systemEmail
SkillFreight systemEmail
You give itThe chosen rates, the cargo details and your quotation template and terms.
You get backA quotation ready to send, with chargeable weight worked out, every surcharge listed, what is and is not included, the validity date and your trading terms referenced, plus a covering email.
You stillApprove the margin and the validity you will stand behind. A carrier rate that moves after the quote is your exposure.

Counting entries and lines to price customs work

Reads the commercial invoice and packing list and counts declarations, commodity lines and origins, so the customs fee is quoted on the real work.

Saves timeWins work
SkillEmailSpreadsheet
SkillEmailSpreadsheet
You give itThe customer's commercial invoice, packing list and your customs tariff.
You get backA count of declarations, lines and origins, any licence or certificate the goods may need, and the fee from your tariff with each charge shown.
You stillConfirm the approach and the price. Customs judgement stays with your customs team.
Highest value

Testing a prospect's order profile against your rates

Reads the prospect's data on orders, lines per order, SKUs, pallets and peaks, and shows what your rate card earns and costs at low, normal and peak volumes.

Wins workSaves timeYou own it
ProjectCoworkSpreadsheetWMS
ProjectCoworkSpreadsheetWMS
You give itThe prospect's data pack, your rate card and your labour and space assumptions.
You get backA model of revenue and labour by month at three volume levels, the activities your rate card does not price, the minimum charge that covers fixed costs, and the assumptions to write into the quote.
You stillDecide the rates and minimums. Judging whether the client's numbers are believable is what stops a contract losing money.
Highest value

Writing the 3PL proposal and rate card

Turns the agreed pricing into a proposal with storage, handling, pick and pack, value-added services, onboarding fee, minimums, volume assumptions and your contract terms.

Wins workSaves time
SkillProjectSlidesSpreadsheet
SkillProjectSlidesSpreadsheet
You give itThe agreed pricing, the prospect's requirements and your proposal template.
You get backA proposal and rate card with every activity priced as its own line, the volumes the prices assume, what happens if volumes differ, your contract terms referenced and a covering email.
You stillApprove the proposal and present it. The relationship with the prospect's operations team is yours.
Highest value

Pricing a same-day job without missing an extra

Prices an ad hoc job from your rate matrix by vehicle and distance, and adds every uplift that applies: out of hours, direct, wait and return, extra drops, waiting time and charging zones.

Saves timeWins work
SkillDispatch systemEmail
SkillDispatch systemEmail
You give itThe booking details and your rate matrix and surcharge list.
You get backA price with each uplift shown, the mileage it used, and the lines that need checking, such as an unusual vehicle or a collection outside your area.
You stillAgree the price with the customer. Knowing when to hold a rate and when to win the job is yours.

Quoting pallets from the network tariff

Prices pallets from the network's postcode tariff and hub charge, adds your margin and surcharges, and flags pallets over the network's size or weight limits.

Saves timeWins work
SkillNetwork systemSpreadsheet
SkillNetwork systemSpreadsheet
You give itPallet count, sizes, weights, postcodes and the network tariff.
You get backA price per pallet and per consignment with hub charge, margin and surcharges shown separately, and a flag on anything oversize, overweight or into a remote postcode.
You stillSet your own customer price. The network does not set it, and your margin sits in that decision.

Following up open quotes and recording why you lost

Keeps the list of quotes sent, drafts the follow-up at the interval you set, and records the reason when a customer says no.

Wins workKeeps customers
Scheduled taskConnectorEmailCRM
Scheduled taskConnectorEmailCRM
You give itYour quote log or sent folder, and the replies from customers.
You get backA weekly list of open quotes by value and age, drafted follow-ups, and a running record of wins and losses by customer, lane or service and reason.
You stillMake the calls that matter and decide which quotes to drop. Only you know which customers are worth chasing.

Tenders and bid questionnaires

The owner or a bid manager, filling in grids and questionnaires.

5 use cases

Reading a tender pack and building the bid timetable

Reads the invitation to tender and pulls out every deadline, clarification date, mandatory requirement, evaluation weighting and format rule, so nothing is missed.

Saves timeWins work
ProjectBid portalFile storage
ProjectBid portalFile storage
You give itThe tender pack from the portal or email.
You get backA bid timetable with every deadline, a checklist of mandatory items and accreditations, the evaluation criteria and weightings, and draft clarification questions.
You stillDecide whether to bid. Choosing which tenders you can win and deliver profitably is the decision that matters.
Highest value

Filling in a tender's rate or lane spreadsheet

Fills the buyer's rate grid from your own rate cards and the prices you gave on similar work, and lists every line you have never priced before.

Wins workSaves time
ProjectCoworkSpreadsheetBid portal
ProjectCoworkSpreadsheetBid portal
You give itThe tender spreadsheet, your rate cards, past quotes and last year's submission.
You get backA completed grid with the source of each price, the lines you have never priced listed separately for a decision, and the lines where your price has moved since last year.
You stillSet the prices on the new lines and the overall level. That decides whether you win and whether the work pays.
Highest value

Answering the questionnaire from your bid library

Answers the standard sections, such as insurance, health and safety, environment, accreditations, systems and KPIs, from your past answers and policies, and lists what needs writing fresh.

Wins workSaves time
ProjectSkillFile storageBid portal
ProjectSkillFile storageBid portal
You give itThe tender pack, your previous bids, policies and certificates.
You get backDraft answers in the buyer's format and word limits, each tied to the document it came from, a list of new questions, and a list of certificates or policies that have expired.
You stillWrite the answers that win, about your people and how you solve the buyer's problem, then sign the submission.

Estimating carbon for a quote or tender

Works out an emissions figure per job, lane or contract from fuel, distance and load, using the method the customer asks for, and states the assumptions.

Wins workKeeps customers
ProjectSpreadsheetTelematics
ProjectSpreadsheetTelematics
You give itFuel records or mileage and vehicle data, and the customer's reporting request.
You get backAn emissions estimate per job or lane with the method named, the assumptions listed, and a short section for the tender on how you measure and reduce emissions.
You stillCheck the method suits the customer and sign off the figures. Carbon claims in a tender are statements you can be held to.

Turning tender feedback into lessons for the next bid

Collects the scores and feedback from tenders won and lost, and lists the patterns in where you score low and how your price sat against the winner.

Wins work
ProjectFile storage
ProjectFile storage
You give itFeedback letters, scores and your submissions.
You get backA short report by tender of where you scored low, your price against the winning range where the buyer gave it, and changes to make to the bid library.
You stillDecide what to change in how you bid and what you sell.

Rate reviews, fuel and margin

The owner, working out which customers and lanes make money.

6 use cases
Highest value

Building the case for an annual rate increase

Pulls your own cost movements for fuel, wages, insurance, maintenance and property, applies them to each customer's work and drafts a rate review letter with the evidence.

Keeps customersSaves time
ProjectSkillAccountingSpreadsheet
ProjectSkillAccountingSpreadsheet
You give itYour cost records, each customer's volumes and current rates, and published cost indices.
You get backA proposed increase by customer with the cost evidence behind it, the effect on margin if they refuse, and a draft letter for each customer in plain terms.
You stillDecide what to ask for and negotiate it. The cost case can be written for you, but the conversation with the customer is yours.
Highest value

Working out the fuel surcharge every week

Applies each customer's fuel base price and adjustment rule to this week's diesel price, works out the surcharge or rebate and drafts the notice.

Saves timeKeeps customers
Scheduled taskSkillSpreadsheetEmail
Scheduled taskSkillSpreadsheetEmail
You give itThis week's fuel price, each customer's base and rule, and the contract wording.
You get backA surcharge or rebate by customer, the notice to each customer's contact, and a list of customers with no fuel clause in their terms.
You stillAgree a fuel clause with the customers who have none. Pall-Ex's chief executive calls trading without one financial suicide.
Highest value

Finding the customers and lanes that lose money

Joins the revenue from your invoices with the costs from job records, subcontractor bills, fuel and labour, and ranks customers and lanes by margin.

You own itKeeps customers
ProjectCoworkAccountingTMSSpreadsheet
ProjectCoworkAccountingTMSSpreadsheet
You give itInvoice exports, job or order records, subcontractor invoices and fuel or activity data.
You get backMargin by customer, lane or activity, the work that loses money once waiting time, empty miles or unpriced extras are counted, and the questions to put to each loss-making customer.
You stillDecide whether to reprice, renegotiate or walk away. Some work that loses money on paper is worth keeping, and only you know which.
Highest value

Finding extras that were done but never billed

Compares job notes, driver times and activity records with the invoices and lists waiting time, failed deliveries, extra drops, relabelling and other work done and not charged.

Saves timeKeeps customers
ProjectScheduled taskTMSWMSAccounting
ProjectScheduled taskTMSWMSAccounting
You give itJob records, ePOD times or warehouse activity logs, and the invoices for the period.
You get backA list of unbilled extras by customer with the evidence for each, the value at your rates, and draft invoice lines or a note for the next account review.
You stillDecide which extras to charge. A goodwill gesture is sometimes worth more than the line on the invoice.

Keeping carrier rates and surcharges current

Reads carrier and agent rate notices and surcharge changes, updates your rate file, and lists the open quotes and contracts each change affects.

Saves timeKeeps customers
ProjectConnectorFreight systemEmailSpreadsheet
ProjectConnectorFreight systemEmailSpreadsheet
You give itCarrier notices and rate sheets, your rate file and your open quotes.
You get backAn updated rate file with the date each change takes effect, the open quotes and contracts affected, and draft surcharge notices for customers.
You stillDecide what to pass on and when. Absorbing a change or passing it on is a commercial decision.

Preparing open book cost reports for a client

Builds the cost report an open book client expects, from payroll, property, equipment and activity data, with the margin shown as the contract defines it.

Keeps customersSaves time
ProjectSkillAccountingWMSSpreadsheet
ProjectSkillAccountingWMSSpreadsheet
You give itYour cost records, the client's activity data and the open book clauses in the contract.
You get backA cost report in the client's format, the movement against last period with the reasons, and any cost the contract says you cannot pass through.
You stillSign off the report and explain the movements. An open book contract only works if the client trusts the numbers.

Finding and keeping customers

Sales and account managers, or the owner on the big accounts.

5 use cases

Researching a prospect before the first call

Builds a one page brief on a prospect from their website, filed accounts and news: what they move or store, where, their likely volumes and who handles logistics.

Wins work
ChatConnectorBrowserCompanies HouseCRM
ChatConnectorBrowserCompanies HouseCRM
You give itThe company name and anything you already know about them.
You get backA brief with what the company makes or sells, its sites, likely freight or storage needs, recent news, the people to speak to and three questions to open with.
You stillMake the call and build the relationship. People buy logistics from people they trust.

Opening a new account and checking credit

Reads the credit report, filed accounts and references for a new customer, drafts the account form and terms letter, and suggests a credit limit.

Saves timeKeeps customers
SkillConnectorCredit checksCompanies HouseAccounting
SkillConnectorCredit checksCompanies HouseAccounting
You give itThe customer's details, the credit agency report and your account opening rules.
You get backA credit summary with filed accounts, payment history and warning signs, a suggested limit and payment terms, and the account form and terms letter ready to send.
You stillDecide how much credit to give. On thin margins a bad debt takes a lot of profitable work to earn back.

Writing the operating instructions for a new customer

Turns the customer's requirements, emails and site rules into one instruction sheet that planners, controllers, operators and drivers can work from.

Keeps customersSaves time
SkillEmailFile storage
SkillEmailFile storage
You give itThe quote or contract, the customer's emails and their site rules.
You get backAn instruction sheet with booking rules, delivery windows, site and safety rules, the paperwork the customer needs and who to call, plus a checklist for the first fortnight.
You stillAgree the instructions with the customer and brief the team. The first month decides whether the account stays.
Highest value

Preparing a quarterly account review

Pulls each customer's volumes, service results, claims and invoices into a review pack with what went well, what went wrong and what you propose next.

Keeps customersWins work
ProjectCoworkTMSWMSSlides
ProjectCoworkTMSWMSSlides
You give itJob or order data, service results, claims and invoices for the period.
You get backA review pack with volumes and trends, service against the agreed levels, problems and what was done about each, and proposals for the next quarter.
You stillRun the meeting. The account review is where renewals are won long before the contract comes up.

Spotting customers who are sending you less

Compares each customer's volumes month by month and lists the ones falling away, with when it started and which lanes or services are affected.

Keeps customers
Scheduled taskProjectAccountingTMSWMS
Scheduled taskProjectAccountingTMSWMS
You give itMonthly volume or invoice data by customer.
You get backA list of customers whose volumes are falling, when the drop started, the work affected and a suggested reason to call.
You stillMake the call and find out why. A customer who has quietly started using someone else rarely says so first.

Customer updates and queries

Customer service, answering where it is and what went wrong.

5 use cases
Highest value

Telling customers about a delay before they ask

Drafts a clear update when a job or shipment is late, held, rolled or refused: what happened, the new time and what you are doing about it.

Keeps customersSaves time
SkillConnectorEmailTMS
SkillConnectorEmailTMS
You give itThe exception from your system, driver or carrier, and the customer's booking.
You get backA short update in plain English with the new estimate and the next step, drafted for each customer affected, and a note for the account file.
You stillDecide what to promise. A promise you cannot keep costs more than the delay.
Highest time

Answering where is my delivery and POD requests

Answers tracking and proof of delivery requests from your system's status and documents, quoting the customer's own reference.

Keeps customersSaves time
ConnectorSkillEmailTMSePOD app
ConnectorSkillEmailTMSePOD app
You give itCustomer emails and tracking or POD data from your system.
You get backDraft replies with the status, the expected time or the signed POD attached, and a list of the queries that need a person.
You stillHandle the ones that are really complaints. The customer who asks twice is telling you something.

Replying to a complaint the same day

Drafts a reply from the job record, POD, photos and driver or warehouse notes that sets out what happened and what you will do about it.

Keeps customers
SkillEmailPhotos
SkillEmailPhotos
You give itThe complaint and the job record, POD, photos and notes.
You get backA draft reply with the facts in order, what you accept and what you do not, the next step, and an internal note for the team.
You stillDecide what you accept and whether to offer anything. How a complaint is handled often decides whether the customer stays.

Booking delivery slots on customer portals

Books delivery slots on customer and retailer booking portals from your planned loads, and logs each booking reference against the job.

Saves time
Claude in ChromeCustomer portalTMS
Claude in ChromeCustomer portalTMS
You give itThe planned loads and the portal logins.
You get backBooking references logged against each job, slots that clash with the plan, and loads still waiting for a slot.
You stillDecide which load moves when slots clash with the plan.
Highest time

Answering client stock and order queries

Answers client questions about stock levels, order status, goods received and returns from your WMS data, in the client's own SKU and order references.

Keeps customersSaves time
ConnectorSkillEmailWMS
ConnectorSkillEmailWMS
You give itClient emails and WMS stock and order data.
You get backDraft replies with the figures and when they were taken, and a list of queries that point to a stock problem worth looking into.
You stillInvestigate the ones where your figures and the client's do not agree.

Planning, subcontracting and backloads

The planner, building day one for day two around drivers' hours.

3 use cases
Highest time

Turning booking emails into tomorrow's job list

Reads the day's booking emails, spreadsheets and portal orders into a list of jobs with times, addresses, vehicle needs and restrictions, ready to plan against the fleet.

Saves time
SkillConnectorEmailTMSSpreadsheet
SkillConnectorEmailTMSSpreadsheet
You give itBooking emails, customer spreadsheets and portal orders.
You get backA job list in the format your planning sheet or TMS takes, clashes between bookings, and jobs missing details with a draft question to the customer.
You stillPlan the fleet. Day one for day two planning, within drivers' hours, is the planner's skill.

Subcontracting the loads you cannot cover

Lists the jobs without a vehicle, drafts the offer to your regular subcontractors with the rate and requirements, and checks each one's documents are in date.

Saves timeKeeps customers
SkillConnectorEmailLoad boardTMS
SkillConnectorEmailLoad boardTMS
You give itJobs without a vehicle, your subcontractor list and their papers.
You get backOffers ready to send, each subcontractor's licence, insurance and goods in transit cover with expiry dates, and confirmations with the full job details.
You stillChoose the subcontractor. Your customer still holds you responsible for their load.

Writing driver job sheets and site instructions

Writes each driver's job sheet from the plan, with addresses, times, references, site rules, contact numbers and what to do if something goes wrong.

Saves timeKeeps customers
SkillTMSMessaging
SkillTMSMessaging
You give itThe plan and each customer's site rules.
You get backA job sheet per driver, site notes on access, booking and safety, and a list of jobs where the site rules are missing.
You stillBrief the drivers who need more than a sheet.

The O-licence, drivers' hours and vehicles

The transport manager, keeping the evidence an examiner asks for.

7 use cases
Highest value

Turning tachograph reports into driver debriefs

Reads the infringement report from your tachograph software and drafts a debrief note for each driver with the rule broken, what happened and the action agreed, then logs it.

Saves timeKeeps customers
SkillProjectTachograph softwareFile storage
SkillProjectTachograph softwareFile storage
You give itThe infringement report, previous debriefs and your disciplinary policy.
You get backDebrief notes ready to go through with each driver, a log of the action taken on every infringement, and the drivers with repeat problems.
You stillHold the conversation and decide the action. Traffic commissioners look for the record of what you did about an infringement.

Tracking downloads, licence checks and CPC dates

Keeps a calendar of driver card downloads every 28 days, vehicle unit downloads every 90 days, licence checks and Driver CPC expiry, and drafts reminders.

Saves time
Scheduled taskProjectTachograph softwareSpreadsheet
Scheduled taskProjectTachograph softwareSpreadsheet
You give itYour driver and vehicle lists, the last download dates and licence and CPC records.
You get backWhat is due this week, what is overdue, and reminders to drivers and the transport office.
You stillMake sure it happens. The transport manager is responsible whether or not the reminder went.

Keeping maintenance records ready for inspection

Checks the inspection sheets, brake test results and driver defect reports for each vehicle against the maintenance planner, and flags anything missing or unsigned.

Saves timeKeeps customers
CoworkSkillMaintenance recordsFile storage
CoworkSkillMaintenance recordsFile storage
You give itInspection sheets, brake tests, defect reports and the planner.
You get backA list of vehicles with complete records, gaps by vehicle and date, defects reported but not signed off, and the next inspections due.
You stillSign off the records and get the defects fixed.

Writing the transport manager's monthly report

Pulls downloads, infringements, debriefs, inspections, defects and licence checks into one report that shows continuous and effective management.

Keeps customersYou own it
ProjectScheduled taskTachograph softwareMaintenance records
ProjectScheduled taskTachograph softwareMaintenance records
You give itYour compliance records for the month.
You get backA report for the operator with each area green, amber or red, the actions taken, and the evidence filed where an examiner would look for it.
You stillSign the report and act on the reds. The licence depends on the transport manager doing this, not just reading it.

Writing an operator licence application or variation

Assembles the evidence for a new licence or a variation and checks it before it goes, including 28 days of bank statements and financial standing.

Saves time
ProjectOnline portalFile storage
ProjectOnline portalFile storage
You give itYour vehicle list, operating centre, bank statements and maintenance arrangements.
You get backA checklist with every item and where it is, financial standing worked out at £8,000 for the first vehicle and £4,500 for each one after on a standard national licence, and gaps to fill.
You stillSign the declarations. The traffic commissioners say about three quarters of applications need at least one letter back.

Preparing for a DVSA visit or public inquiry

Assembles the evidence an examiner or traffic commissioner will ask for and lists the gaps before they do.

Keeps customers
ProjectCoworkFile storageTachograph software
ProjectCoworkFile storageTachograph software
You give itYour tachograph downloads, infringement records, debriefs, inspection sheets, defect reports and procedures.
You get backAn evidence bundle by topic, a gap list with what can be fixed now, and a timeline of what you have done to improve.
You stillTake specialist advice and attend. A transport lawyer or consultant may be the right call.
Highest value

Getting ready for tachographs on vans going abroad

Lists the vans and drivers affected by the rules from 1 July 2026 for goods vehicles over 2.5 tonnes on UK to EU work, and drafts the procedure and records you now need.

Keeps customersSaves time
ProjectFile storageTachograph software
ProjectFile storageTachograph software
You give itYour vehicle list with weights, the jobs you run abroad and the driver list.
You get backThe vehicles that need a smart tachograph, the drivers who need cards and training, a drivers' hours procedure, and the records to keep from now on.
You stillCheck the scope against the DVSA guidance for your vehicles and decide whether to keep the work abroad.

Customs entries and documents

The customs team, checking documents before every declaration.

6 use cases
Highest time

Checking the invoice, packing list and CMR agree

Compares the commercial invoice, packing list, transport document and booking, and lists where they disagree on weights, values, quantities, origin or parties before an entry is made.

Saves timeKeeps customers
SkillEmailCustoms software
SkillEmailCustoms software
You give itThe shipment documents and the booking.
You get backA list of differences with the document each figure came from, the ones that will change the declaration, and a draft query to the customer.
You stillDecide which figure is right. The declaration is made on your judgement.

Suggesting commodity codes with the reasoning

Suggests a 10 digit commodity code from the product description and your past classifications, with the reasoning and the extra information that would settle it.

Saves time
SkillProjectCustoms softwareBrowser
SkillProjectCustoms softwareBrowser
You give itThe product description, any specification sheet and your past classifications.
You get backA suggested code with the reasoning, any alternative codes and why they were ruled out, the duty and any licence that follows, and questions for the customer.
You stillClassify the goods. The declarant carries the liability, and under indirect representation you share the customs debt.

Checking a declaration before it is submitted

Compares the declaration data with the documents and past entries for the same importer, and flags values, codes, origins or procedure codes that look wrong.

Keeps customersSaves time
SkillCustoms software
SkillCustoms software
You give itThe draft declaration, the documents and past entries for the importer.
You get backA pass, or a list of fields to check with the reason for each, such as a code never used before for this importer or a value out of line with the invoice.
You stillSubmit the entry. The check is a second pair of eyes, not the decision.

Answering HMRC queries and amendment requests

Drafts the reply to an HMRC query, or the amendment request for a wrong entry, from the entry, the documents and the letters so far.

Saves timeKeeps customers
ProjectSkillHMRC portalCustoms software
ProjectSkillHMRC portalCustoms software
You give itThe HMRC letter, the entry and the shipment documents.
You get backA draft response or amendment request with the facts and the documents to attach, the duty or VAT effect worked out, and a note for the customer.
You stillCheck the draft and send it. You answer for what goes to HMRC on a customer's behalf.

Reconciling postponed VAT and duty statements

Matches the monthly postponed VAT and duty deferment statements to your entries and customer invoices, and lists every difference.

Saves timeKeeps customers
CoworkSkillHMRC portalSpreadsheetAccounting
CoworkSkillHMRC portalSpreadsheetAccounting
You give itThe statements, your entry list and customer invoices.
You get backEntries matched, entries missing from a statement or a statement line with no entry, and draft notes to customers whose figures will not match their own.
You stillResolve each difference with HMRC or the customer before it grows.

Writing up your customs procedures and authorities

Drafts your customs procedures and checks each client's representation authority, against HMRC's 2026 review of customs intermediaries and the voluntary standard PAS 41201.

Wins workKeeps customers
ProjectFile storage
ProjectFile storage
You give itYour current procedures, client authorities and the standard.
You get backWritten procedures, a list of clients with missing or out of date authorities, and a gap list against the standard.
You stillDecide whether to work to the standard. Registration is a consultation, not yet a rule.

Bookings, documents and cut-offs

Operators, booking carriers and chasing documents to the cut-off.

4 use cases

Booking with carriers and tracking the cut-offs

Drafts the carrier and agent booking instructions from the job, and keeps a list of vessel, flight and document cut-offs with what is still outstanding for each.

Saves timeKeeps customers
SkillScheduled taskFreight systemCarrier bookingEmail
SkillScheduled taskFreight systemCarrier bookingEmail
You give itThe job, the customer's instructions and the carrier's booking requirements.
You get backBooking instructions ready to send, a cut-off list by shipment, and the documents still missing with a draft chaser to whoever owes them.
You stillMake the call when a cut-off will be missed.

Checking draft bills of lading before approval

Compares the draft bill of lading with the booking, commercial invoice and the customer's instructions, and lists every difference.

Saves timeKeeps customers
SkillEmailFreight system
SkillEmailFreight system
You give itThe draft bill of lading, booking and shipment documents.
You get backA list of differences in parties, description, weights, marks and terms, and a draft note to the customer for approval.
You stillApprove the bill of lading. A wrong bill can hold up the goods or the customer's payment.

Arrival notices and demurrage warnings

Reads the arrival notice, works out the free time and the date demurrage and detention start, and drafts the customer notice.

Keeps customersSaves time
SkillScheduled taskEmailFreight system
SkillScheduled taskEmailFreight system
You give itThe arrival notice, the carrier's free time terms and the customer's booking.
You get backThe dates charges start, the documents or payments needed for release, and a customer notice with the deadline.
You stillDecide whether to push for release or warn the customer of costs.

Writing instructions to overseas agents

Drafts clear instructions to the overseas agent with the shipment details, customer requirements, documents expected and who pays which charges.

Saves time
SkillEmailFreight system
SkillEmailFreight system
You give itThe job file and the customer's requirements for the shipment.
You get backAn instruction ready to send, who pays which charges under the Incoterm, and a checklist for the agent to confirm.
You stillManage the agent relationship. A good agent is worth more than a cheap one.

Onboarding clients and SKUs

The account manager, getting a new client live without errors.

3 use cases

Planning a new client's onboarding

Builds the onboarding plan from the contract and the client's data: SKU set-up, labelling, system connection, procedures, test orders and the go-live date.

Keeps customersSaves time
ProjectSkillWMSProject management
ProjectSkillWMSProject management
You give itThe contract, the client's data and your onboarding checklist.
You get backA dated plan with owners, the information still needed from the client, the risks to the go-live date, and a weekly update for the client.
You stillRun the onboarding. The first weeks decide whether the account makes money.

Cleaning a client's product file before it goes in

Checks the client's SKU list for duplicates, missing dimensions, weights and barcodes, batch or expiry flags and anything that will cause a pick or billing error.

Saves timeKeeps customers
CoworkSkillSpreadsheetWMS
CoworkSkillSpreadsheetWMS
You give itThe client's product file.
You get backA clean file in your WMS import format, a list of fixes, and a list of questions for the client.
You stillAgree every fix with the client before the go-live date.

Writing a client's operating procedure

Turns the contract, the client's instructions and your standard processes into one operating procedure for goods-in, storage, picking, packing, despatch and returns.

Keeps customersSaves time
SkillFile storage
SkillFile storage
You give itThe contract, the client's instructions and your own standard procedures.
You get backAn operating procedure for the client, the points where it differs from your standard, and a short briefing for team leaders.
You stillAgree it with the client and train the team.

Stock, goods-in and client reports

Inventory control and account managers, proving the stock is right.

5 use cases

Writing goods-in discrepancy reports

Compares the advance shipping notice with what was received and drafts the discrepancy report for the client, with photos and the effect on available stock.

Keeps customersSaves time
SkillWMSPhotosEmail
SkillWMSPhotosEmail
You give itThe advance notice, the receipt record and photos.
You get backA discrepancy report in the client's format with overs, shorts and damages by line, and a note of stock held in quarantine until the client decides.
You stillDecide what to accept into stock.

Investigating stock variances

Looks at a stock variance across receipts, moves, picks, returns and adjustments, and lists the likely causes in order.

Keeps customersSaves time
ProjectWMSSpreadsheet
ProjectWMSSpreadsheet
You give itWMS transaction history for the SKUs and the count results.
You get backA timeline of every movement, the most likely causes, and the checks to run on the floor to confirm.
You stillFind the stock and fix the cause.
Highest time

Producing each client's monthly KPI and SLA report

Builds each client's report from the WMS: on-time despatch, order accuracy, stock accuracy, damages and space used, against the levels in their contract.

Keeps customersSaves time
Scheduled taskCoworkWMSSpreadsheetSlides
Scheduled taskCoworkWMSSpreadsheetSlides
You give itWMS data and each client's service levels.
You get backA report per client with each measure against target, the cause of any miss and the fix, and a short commentary for the account manager.
You stillPresent it and own the misses. Clients rate a 3PL on how it reports a bad month.

Planning labour and space for a client's peak

Uses the client's forecast and last year's actual figures to work out labour, space and shift needs by week, and the extra charges the contract allows.

Keeps customersSaves time
ProjectWMSSpreadsheet
ProjectWMSSpreadsheet
You give itThe client's forecast, last year's activity and your labour standards.
You get backWeekly labour and space needs, the shortfall against what you have, agency hours to book, and peak charges to agree with the client.
You stillDecide how much risk to take on the client's forecast.

Answering clients' packaging data requests

Compiles the packaging data clients ask for under extended producer responsibility from your packing records and materials list.

Keeps customersSaves time
ProjectWMSSpreadsheet
ProjectWMSSpreadsheet
You give itPacking records, your packaging materials list and the client's request.
You get backPackaging weights by material and period in the client's format, the assumptions used, and gaps in your records.
You stillCheck whether you or the client is the obligated producer for the packaging you add.

The control room and drivers

Controllers, allocating work and keeping customers and drivers informed.

4 use cases
Highest time

Turning emailed bookings into jobs

Reads booking emails and attachments into jobs with collection and delivery details, time windows, vehicle type and reference, ready for the controller.

Saves time
ConnectorSkillEmailDispatch system
ConnectorSkillEmailDispatch system
You give itThe booking emails.
You get backJobs in the format your dispatch system takes, bookings missing details with a draft question, and any that clash with what is already booked.
You stillAllocate the work. Fair allocation keeps good drivers.

Onboarding self-employed drivers

Checks each new driver's licence, insurance, goods in transit cover, right to work and vehicle documents, and records the expiry dates.

Saves time
SkillScheduled taskFile storageEmail
SkillScheduled taskFile storageEmail
You give itThe driver's documents and your onboarding checklist.
You get backA checklist with each document and its expiry, reminders before anything runs out, and a welcome pack with your rules and rates.
You stillDecide who drives for you. Keep the arrangement genuinely self-employed and take advice on employment status.

Reporting against each client's service levels

Builds each account's service report from job data: on-time collection and delivery, failed jobs and the reasons, and exceptions.

Keeps customers
Scheduled taskCoworkDispatch systemSpreadsheet
Scheduled taskCoworkDispatch systemSpreadsheet
You give itJob data and each client's service levels.
You get backA report per client against their agreed levels, the causes of misses and what changed, and a short note for the account review.
You stillPresent it and own the misses.

Writing the controller's shift handover

Writes the handover from the shift's jobs and messages: open jobs, problems in progress, promises made to customers and drivers still out.

Saves timeKeeps customers
SkillDispatch systemMessaging
SkillDispatch systemMessaging
You give itThe job board and the messages from the shift.
You get backA handover note in the same format every shift, with what needs action first.
You stillRead it and pick up the calls.

Pallet network depot work

The depot office, keeping consignments right on and off the network.

3 use cases

Checking consignments are on the network before cut-off

Compares the day's bookings with the consignments entered and scanned onto the network, and lists missing labels, data or scans before the trunk leaves.

Saves timeKeeps customers
Scheduled taskSkillNetwork systemTMS
Scheduled taskSkillNetwork systemTMS
You give itThe day's bookings and the network consignment list.
You get backConsignments missing from the network, labels not yet scanned, and data errors likely to cause a mis-sort.
You stillFix them before the trunk leaves.

Chasing short, damaged and mis-sorted pallets

Reads the network exception reports and scans and drafts the messages to the other depot and the customer for each short, damaged or mis-sorted pallet.

Keeps customersSaves time
SkillClaude in ChromeNetwork systemEmail
SkillClaude in ChromeNetwork systemEmail
You give itNetwork exception reports and your consignment records.
You get backA list of open exceptions by age, messages to depots and customers, and the ones close to a claim time limit.
You stillPush the network hard on the ones that matter most to your customers.

Reconciling network charges with your revenue

Matches the network's charges and payments by consignment with your customer invoices, and lists every consignment with no matching charge or invoice.

Saves timeYou own it
CoworkProjectNetwork systemAccounting
CoworkProjectNetwork systemAccounting
You give itThe network's statement and your invoices.
You get backMargin by consignment and customer, consignments charged but not invoiced or invoiced but not paid, and queries for the network.
You stillDecide which differences to take up with the network.

PODs, invoicing and subcontractors

The transport office, matching paperwork to jobs before anything is billed.

9 use cases
Highest time

Matching PODs to jobs and chasing the missing ones

Checks every completed job for a POD, reads each POD for signatures and shortage or damage notes, and drafts chasers to drivers, depots and subcontractors.

Saves timeKeeps customers
CoworkSkillePOD appTMSEmail
CoworkSkillePOD appTMSEmail
You give itThe week's completed jobs and the PODs, as scans or ePODs.
You get backA list of jobs with no POD or an unclear one, the shortage and damage notes written on PODs, drafted chasers, and the jobs ready to invoice.
You stillResolve the disputed ones with the customer. A note on a POD can be the start of a claim.

Raising invoices with the POD and every extra attached

Builds the invoice run from completed jobs, with the POD attached and waiting time, extra drops, tail-lift and fuel lines added from the job record.

Saves timeKeeps customers
CoworkSkillTMSAccounting
CoworkSkillTMSAccounting
You give itCompleted jobs, PODs, your rate cards and the customers' invoicing rules.
You get backInvoices with PODs attached, extras itemised with the evidence, and a list of invoices that need a customer purchase order number before they can go.
You stillApprove the run. An invoice the customer cannot match to their order is an invoice paid late.

Submitting invoices on customer portals

Enters invoices and uploads PODs or supporting documents on customers' own invoicing portals, and logs each submission reference.

Saves time
Claude in ChromeCustomer portalAccounting
Claude in ChromeCustomer portalAccounting
You give itThe invoices, supporting documents and the portal logins.
You get backEach invoice submitted with its reference logged, and a list of rejections with the reason the portal gave.
You stillSort out rejected invoices with the customer's accounts team.
Highest time

Checking subcontractor invoices against the jobs

Matches each subcontractor's invoice line by line against the jobs you gave them, the agreed rate and the POD, and lists the differences.

Saves time
CoworkSkillTMSAccounting
CoworkSkillTMSAccounting
You give itSubcontractor invoices, your job records and the agreed rates.
You get backLines that match and can be paid, lines charged at the wrong rate or with no job or POD behind them, and a draft query to the subcontractor.
You stillApprove payment and settle the disputed lines. Good subcontractors are worth paying on time.
Highest value

Checking carrier invoices against the quote

Compares each carrier and agent invoice with the rates the shipment was booked on, and lists charges that differ or were never in the quote.

Saves timeYou own it
CoworkSkillFreight systemAccounting
CoworkSkillFreight systemAccounting
You give itCarrier and agent invoices, the job file and the rates you booked on.
You get backCharges that match, charges above the agreed rate, charges nobody quoted such as demurrage or extra handling, and draft disputes or recharges to the customer.
You stillDecide what to dispute with the carrier and what to recharge. A missed recharge comes straight off the margin.

Billing a shipment with duty and disbursements

Builds the customer invoice from the job file: freight, duty and VAT paid on their behalf, port and terminal charges, customs fees and extras, each matched to its evidence.

Saves timeKeeps customers
SkillFreight systemAccounting
SkillFreight systemAccounting
You give itThe job file, supplier invoices and the customer's quote.
You get backAn invoice with each disbursement backed by its document, items still waiting on a supplier invoice, and a note of anything not in the original quote.
You stillApprove the invoice and decide how to raise what was not quoted.
Highest time

Running the monthly storage and handling bill

Takes the month's activity from the WMS and prices it against each client's rate card: pallet weeks, goods in and out, picks, packs, value-added work and minimum charges.

Saves timeKeeps customers
CoworkSkillWMSSpreadsheetAccounting
CoworkSkillWMSSpreadsheetAccounting
You give itThe WMS activity export and each client's rate card and contract.
You get backInvoice backup for each client, charges topped up to the contract minimum, activities the rate card does not cover, and a comparison with last month to catch anything odd.
You stillCheck the bill before it goes. Some clients need a call before a large invoice lands.

Checking a client's bill against their contract

Reads the client's contract and rate schedule and checks the month's bill against it, including minimums, price review dates and charges that need written approval.

Keeps customersSaves time
ProjectWMSFile storage
ProjectWMSFile storage
You give itThe contract, rate schedule and the draft bill.
You get backA list of lines that follow the contract, lines that do not with the clause they break, and price changes due under the review clause.
You stillDecide how to handle any line the contract does not support.
Highest time

Producing self-billing statements for drivers

Builds each self-employed driver's statement from completed jobs, agreed rates and deductions, and holds back jobs with a missing POD or a queried rate.

Saves timeKeeps customers
CoworkSkillDispatch systemAccounting
CoworkSkillDispatch systemAccounting
You give itCompleted jobs, driver rates and agreed deductions.
You get backA statement per driver, the jobs held back and why, and draft answers to the queries drivers raise most.
You stillApprove the pay run and handle disputes. Drivers paid right and on time stay with you.

Claims, damage and incidents

Whoever is free, against a time limit that starts at delivery.

3 use cases

Writing up an incident while the facts are fresh

Turns driver or warehouse notes, photos, POD annotations and messages into an incident report with a timeline, and works out when the claim time limit in your terms runs out.

Keeps customersSaves time
SkillPhotosEmailFile storage
SkillPhotosEmailFile storage
You give itThe notes, photos, the POD and the messages about the incident.
You get backAn incident report with a timeline, the evidence list, the time limit under your terms and the date it ends, and the notice to your insurer if one is needed.
You stillDecide who was at fault and what you say to the customer about it.

Responding to a loss or damage claim

Reads the claim against the POD, photos, your trading terms and the liability limit, and drafts a response.

Keeps customersSaves time
ProjectSkillEmailFile storage
ProjectSkillEmailFile storage
You give itThe claim, the job record, POD, photos and your trading terms.
You get backA response that sets out the facts, whether notice came within the time limit, the liability limit that applies with the sum worked out, and what you need from the customer.
You stillDecide whether to pay, refuse or negotiate, and when to involve your insurer.

Finding the causes behind repeat damage and shortages

Groups the year's incidents and claims by customer, site, lane, driver or shift and cause, and ranks them by cost.

Keeps customers
ProjectSpreadsheet
ProjectSpreadsheet
You give itYour incident log and claims records.
You get backA ranked list of causes with their cost, the sites, lanes or shifts with repeat problems, and suggested fixes to talk through with the team.
You stillChange the process and the training. The fix is a management decision.

Credit control and the month end

The accounts team, chasing what is owed while fuel and wages go out.

4 use cases
Highest time

Chasing overdue invoices with the right paperwork

Lists overdue invoices by customer, finds the reason any are held, such as a missing POD or order number, and drafts chasers with the evidence attached.

Saves time
Scheduled taskConnectorAccountingEmail
Scheduled taskConnectorAccountingEmail
You give itThe aged debt report, remittances and customer emails.
You get backOverdue invoices by age and reason, drafted chasers with PODs or order numbers attached, and accounts to consider putting on stop.
You stillMake the calls to the big accounts. Fuel, wages and finance are paid long before customers pay you.

Forecasting cash with fuel and wages paid upfront

Builds a 13 week cash forecast from expected receipts on each customer's real payment days, against the fuel, wages, subcontractors, duty and finance you pay first.

You own itSaves time
ProjectConnectorAccountingSpreadsheet
ProjectConnectorAccountingSpreadsheet
You give itAged debt, payment history, and your payroll, fuel, duty and finance commitments.
You get backA weekly cash forecast, the weeks it gets tight, the customers whose late payment would hurt most, and options to discuss with the bank.
You stillDecide what to do about the tight weeks before they arrive.

Matching remittances and short payments

Matches customer remittances to invoices and lists every short payment with the deduction the customer took and the reason they gave.

Saves time
ConnectorSkillAccountingEmail
ConnectorSkillAccountingEmail
You give itRemittance advices, bank receipts and open invoices.
You get backInvoices cleared, short payments by customer and reason, and draft queries for deductions you do not accept.
You stillDecide which deductions to fight.

Preparing the month-end numbers

Joins invoices, purchase ledger, fuel, payroll and job data into a month-end pack with revenue, cost and margin by customer and depot or site.

Saves time
ProjectCoworkAccountingSpreadsheet
ProjectCoworkAccountingSpreadsheet
You give itAccounts, fuel and payroll exports, and work done but not yet invoiced.
You get backA month-end pack with profit by customer and site, accruals for work done but not invoiced, and the variances against budget explained.
You stillSign off the numbers and act on what they show.

Drivers, staff and recruitment

The owner or office manager, hiring people and writing the rules down.

4 use cases

Writing job adverts and screening applicants

Writes the advert for a driver, planner, operator or warehouse role and screens applications against the licences, cards and experience the job needs.

Saves time
SkillEmailHR system
SkillEmailHR system
You give itThe role, the pay and the applications you have received.
You get backAn advert, a screening checklist, a shortlist with the reason for each name, and interview questions for the role.
You stillInterview and decide. Whether someone will fit your team is a judgement only you can make.

Building induction packs and procedures

Writes induction and procedure documents from your existing rules, customer instructions and the way your best people actually do the job.

Saves timeYou own it
ProjectSkillFile storage
ProjectSkillFile storage
You give itYour current procedures, customer instructions and notes from the people who do the work.
You get backAn induction pack and step by step procedures in plain English, with a short quiz or checklist for each and a list of gaps where nobody has written the rule down.
You stillCheck every procedure matches how the work is really done, then train people on it.

Checking agency timesheets and working hours

Matches agency timesheets and clock cards against rotas and the agency's invoice, and flags hours that look wrong or breach working time limits.

Saves time
CoworkSkillPayroll softwareSpreadsheet
CoworkSkillPayroll softwareSpreadsheet
You give itAgency timesheets, clock cards, rotas and the agency invoice.
You get backHours that match and can be approved, differences by worker and shift, and workers close to their working time limits.
You stillApprove the hours and take up differences with the agency.

Updating policies for the employment law changes

Reviews your contracts, handbook and procedures against the Employment Rights Act timetable, including the harassment duty from 30 October 2026 and six month unfair dismissal from January 2027.

Saves time
ProjectHR systemFile storage
ProjectHR systemFile storage
You give itYour contracts, handbook and disciplinary procedure.
You get backA list of documents that need changing, draft wording for each change, the date it applies, and a short briefing for managers.
You stillTake employment law advice and approve the changes. This is not legal advice.

The managing director's week

Clearing what does not need the managing director's attention.

4 use cases

A Monday briefing from every system

Pulls last week's work, revenue, margin, service failures, claims, overdue debt and open quotes into one page.

Saves timeYou own it
Scheduled taskConnectorAccountingTMSEmail
Scheduled taskConnectorAccountingTMSEmail
You give itExports or connections from your TMS or WMS, accounts and inbox.
You get backA one page briefing with the numbers that moved, the customers who need attention, the quotes about to expire and the decisions waiting for you.
You stillDecide where to spend the week.

Writing the monthly board or owner's report

Turns the month-end numbers, service results, safety and compliance record and pipeline into a short report with the commentary written.

Saves time
ProjectSkillSlidesAccounting
ProjectSkillSlidesAccounting
You give itThe month-end pack, service and compliance data and the pipeline.
You get backA report with the headline numbers, what drove them, risks and the decisions needed, in the same format every month.
You stillAdd your judgement and sign it off. The board wants your view, not a list of numbers.

Clearing the inbox of what does not need you

Sorts the managing director's inbox into what needs a decision, what someone else should handle and what can wait, and drafts replies for the routine ones.

Saves time
ConnectorScheduled taskEmailCalendar
ConnectorScheduled taskEmailCalendar
You give itYour inbox, through a connector.
You get backA short list of what needs you today, suggested owners for the rest, and draft replies you can send or change.
You stillMake the decisions. The judgement stays with you even when the inbox does not.

Testing a vehicle, site or system decision

Builds the case for buying or leasing vehicles, taking a new site, joining a network or changing your TMS or WMS, with costs, utilisation and payback set out.

You own it
ProjectArtifactsSpreadsheetAccounting
ProjectArtifactsSpreadsheetAccounting
You give itQuotes, your utilisation and cost data, and the options you are weighing.
You get backA comparison of the options with costs over the term, the assumptions that matter most, what has to be true for each to pay back, and the questions to put to suppliers.
You stillMake the decision. The numbers inform it, and the risk is yours to take.

Tools you build and own

The quoting rules, libraries and reports you would otherwise pay for.

4 use cases
Highest value

Your own quote builder with your rules in it

Builds a quoting tool around your cost sheet, rate cards, surcharges, minimums and margin rules, so anyone in the office prices the same way.

You own itWins work
Claude CodeProjectSpreadsheetTMS
Claude CodeProjectSpreadsheetTMS
You give itYour cost sheet, rate cards, past quotes and the rules your best quoter follows.
You get backA working tool your team uses for every quote, the rules written down where everyone can read them, and a record of every quote for win and loss analysis.
You stillOwn the rules and keep them current. Someone in your business maintains the tool, and we agree who.

A bid library your whole team answers from

Builds a library of approved tender answers, policies, certificates and case studies, with expiry dates and an owner for each.

You own itWins work
ProjectSkillFile storage
ProjectSkillFile storage
You give itPast submissions, policies, certificates and case studies.
You get backA searchable library with approved answers by topic, expiry reminders for certificates and policies, and a gap list of answers you do not yet have.
You stillApprove what goes in and keep it current.

Customer rule sheets the office can search

Puts every customer's booking rules, paperwork, portals, contacts and service terms in one place that the office can ask questions of.

You own itKeeps customers
ProjectFile storageEmail
ProjectFile storageEmail
You give itCustomer instructions, contracts and the knowledge in your team's heads.
You get backA rule sheet per customer, answers to questions such as which paperwork this customer needs, and a list of customers whose rules nobody has written down.
You stillKeep the rules current as customers change them.

A margin and service dashboard from your own data

Builds a dashboard from your own exports that shows margin by customer, service against promises and debt, without buying another system.

You own itKeeps customers
Claude CodeArtifactsSpreadsheetAccountingTMS
Claude CodeArtifactsSpreadsheetAccountingTMS
You give itExports from your TMS or WMS and accounts.
You get backA dashboard your managers can open, the definitions of every number written down, and a refresh routine.
You stillDecide what to measure and act on what it shows. Someone maintains the exports, and we agree who.
[RETURN ON INVESTMENT]

Hours saved is only part of the case

Time is the easy part to count. The other parts are keeping customers, winning work and owning what you build. Each has published evidence behind it, and each has a limit that we state next to it. The evidence changes with the kind of logistics business you picked.

Keeps customers

Clean invoices and rate rises customers accept

Hauliers keep customers by getting the work there and by billing it cleanly: the right POD, the right extras, a fuel surcharge the customer can check. Claude matches the paperwork and drafts the rate letters with the evidence, and you approve them.

The detailClose
  • The Road Haulage Association's 2024 Conditions of Carriage say a customer cannot withhold carriage charges because a proof of delivery was not provided, and a claim needs evidence within seven days (Hill Dickinson, solicitors, 2024).
  • Logistics UK reported vehicle operating costs up more than 12% and diesel up 36% in the year to April 2026, and said passing them on to customers is the only feasible way to manage them.
  • The Commercial Payments Bill, introduced in May 2026, proposes a 60 day cap on payment terms and a penalty for disputes raised late. It is still a Bill (Gowling WLG, solicitors, 2026).
What we do not claim

We do not claim that Claude raises retention by any percentage, because nobody has published a haulage figure we would defend. Nothing goes to a customer until a person has approved it, and the price conversation stays with you.

Wins work

A complete price, sent while it matters

A customer asking for a rate is often asking several hauliers. The one that comes back promptly with every detail answered is easier to say yes to. Claude reads the request and drafts the price from your own cost sheet, so the person pricing spends the time on the judgement.

The detailClose
  • When Quicargo, a Dutch freight platform, sent quote requests to 155 hauliers and forwarders in 2021, 35% replied, domestic replies took about nine hours on average, and 17% gave a complete answer.
  • The Department for Transport found 30.1% of HGV kilometres were run empty in the year to March 2026. A backload quoted in time turns some of that into revenue.
  • The Road Haulage Association says haulage margins are typically 2%, so a price built on last year's costs can lose a job's profit.
What we do not claim

No independent study shows how many more loads a faster quote wins, so we give no win rate. The Quicargo test is a vendor's, run in the Netherlands. What we can show you is how long your quotes take now and how long they take with Claude.

You own it

Your rules, in your accounts

The quoting rules, cost sheet, compliance checks and reports we build with Claude run in your accounts and belong to your business. The way your best planner prices a load stops living in one head and one spreadsheet.

The detailClose
  • Under Anthropic's Commercial Terms, effective 17 June 2025, you keep all rights in what you put in and own what Claude produces for you, to the extent the law allows. Anthropic may not train its models on that content.
  • Those terms cover Team, Enterprise and API plans. Free and personal plans sit under different terms, so the plan you choose matters.
  • Transport software is usually priced per user, per vehicle or per module. One haulage system lists from £135 per user per month on Capterra, and some vendors charge extra for their AI features.
  • In a 2018 survey of US users by ARC Advisory Group, 73% of transport management system projects slipped or went live without everything that was promised.
What we do not claim

We do not replace your TMS, WMS, customs software or accounts system. Your customers' data stays subject to your contracts with them. Someone in your business maintains what is built, and we agree who. UK law on AI copyright is under review. This is not legal advice.

Keeps customers

Updates shippers do not have to chase

Shippers judge a forwarder on how well it keeps them informed: the delay notice before they ask, the arrival notice with the demurrage date, the invoice that matches the quote. Claude drafts these from the job file and your team sends them.

The detailClose
  • In a survey of 100 US shippers, 45% had stopped using a forwarder because another offered better technology, and 47% called online visibility critical (Logixboard, who sell forwarding software, with FreightWaves).
  • In the 2025 Third-Party Logistics Study, a global survey led from the US, visibility was shippers' top requirement at 68%, while 55% of providers said their systems offered it.
  • BIFA's 2025 trading terms, in force from 31 December 2025, run the nine month claims time bar from delivery (Kennedys, solicitors, 2025). Clear records from the day of delivery protect both sides.
What we do not claim

We do not claim a change in retention, because no UK study measures it for forwarders. The surveys are from the US or global, and one comes from a vendor. Nothing goes to a customer until a person has approved it.

Wins work

Quotes back while the shipper decides

Spot quotes take time because the rates come from several carriers and agents in different formats. Claude puts the replies on one basis, flags expired rates and missing surcharges, and drafts the quotation, so your pricing desk answers more enquiries properly.

The detailClose
  • In a 2015 test by Freightos, who sell online freight rates, 16 large forwarders took an average of 90 hours to answer online quote requests, three never replied and only five followed up.
  • When Quicargo, a Dutch freight platform, sent quote requests to 155 hauliers and forwarders in 2021, 35% replied, domestic replies took about nine hours on average, and 17% gave a complete answer.
  • 60% of BIFA members who answered its 2024 sustainability survey had customers asking for carbon reports on their shipments (83 responses).
  • GCL Logistics, a UK forwarder, reports a 75% cut in quote processing time with an AI quoting product from Stargo. These are the vendor's figures for its own product, and not Claude's.
What we do not claim

No independent study shows a win rate from faster quotes in freight, so we give none. The tests are old, small and run by vendors. The GCL figures come from a different product and are not Claude's.

You own it

Your rules, in your accounts

The rate comparisons, quotation templates, document checks and customs procedures we build with Claude run in your accounts and belong to your business, around the freight and customs systems you already pay for.

The detailClose
  • Under Anthropic's Commercial Terms, effective 17 June 2025, you keep all rights in what you put in and own what Claude produces for you, to the extent the law allows. Anthropic may not train its models on that content.
  • Those terms cover Team, Enterprise and API plans. Free and personal plans sit under different terms, so the plan you choose matters.
  • The ONS found 27% of UK transport and storage firms used AI of any kind in the first quarter of 2026, up from 16%, as reported by Parcelhero, a parcel broker. Most of your competitors have not started.
What we do not claim

We do not replace your TMS, WMS, customs software or accounts system. Your customers' data stays subject to your contracts with them. Someone in your business maintains what is built, and we agree who. UK law on AI copyright is under review. This is not legal advice.

Keeps customers

Reports and bills a client can trust

A 3PL client sees you through the monthly bill, the KPI report and the answers to their stock queries. Claude prices the bill against the contract, builds the report and drafts the answers, and your account manager checks them before they go.

The detailClose
  • In the 2025 Third-Party Logistics Study, 94% of providers called their client relationships successful, against 89% of shippers. Providers rate themselves higher than their clients do.
  • In the 2025 Third-Party Logistics Study, a global survey led from the US, visibility was shippers' top requirement at 68%, while 55% of providers said their systems offered it.
  • In UKWA's 2013 survey of its members, most contracts that came up for renewal were extended and new contracts averaged under two and a half years. The survey is old, so we use it only for the shape of the relationship.
What we do not claim

We do not claim a change in renewals, because no current UK figure exists. The study is global and led from the US. Nothing goes to a client until your account manager has approved it.

Wins work

Proposals priced on the real profile

3PL contracts lose money when the rate card is built on volumes and order profiles that turn out wrong, or when extra work is never priced. Claude models the prospect's data at different volumes and lists every activity the rate card misses, before the proposal goes.

The detailClose
  • ShipBob, itself a 3PL, advises brands to send a first round of proposal requests to about 10 to 15 providers, narrow to two or three, and compare prices line by line (2026).
  • Warehouse & Logistics News reports a trend towards more open pricing in 3PL contracts, with open book deals billing actual costs plus an agreed margin (2023 and 2026).
  • Armstrong & Associates, a US consultancy, advised shippers in 2026 to re-tender warehousing contracts priced at the post-pandemic peak. This is US evidence, reported by a software vendor.
What we do not claim

No study shows a win rate from better-modelled proposals, so we give none. The pricing evidence comes from vendors and from the US. What we can show you is the margin your current rate card actually earns.

You own it

Your rules, in your accounts

The pricing model, billing checks, client reports and procedures we build with Claude run in your accounts and belong to your business. Your billing rules stop living in one person's spreadsheet beside the WMS.

The detailClose
  • Under Anthropic's Commercial Terms, effective 17 June 2025, you keep all rights in what you put in and own what Claude produces for you, to the extent the law allows. Anthropic may not train its models on that content.
  • Those terms cover Team, Enterprise and API plans. Free and personal plans sit under different terms, so the plan you choose matters.
  • The ONS found 27% of UK transport and storage firms used AI of any kind in the first quarter of 2026, up from 16%, as reported by Parcelhero, a parcel broker. Most of your competitors have not started.
What we do not claim

We do not replace your TMS, WMS, customs software or accounts system. Your customers' data stays subject to your contracts with them. Someone in your business maintains what is built, and we agree who. UK law on AI copyright is under review. This is not legal advice.

Keeps customers

Problems answered properly and fast

Courier customers notice how problems are handled more than anything else. Claude drafts the delay notices, tracking replies and complaint responses from the job record, so your controllers send them while they still help.

The detailClose
  • Ofcom's 2025 survey of 4,058 people found 46% of those who complained to a parcel company were satisfied with how the complaint was handled.
  • Citizens Advice found 37% of parcel users had a problem with their latest delivery in 2025, and 47% of those then struggled to get it resolved (Opinium survey of 8,000 adults).
  • CitySprint's own advert for a senior controller asks for clients to be kept informed of delays and issues, and for each client's service level agreements to be met.
What we do not claim

We do not claim a change in retention or satisfaction, because nobody has measured that for UK couriers. Both surveys cover the large parcel brands, not smaller couriers. Nothing goes to a customer until a person has approved it.

Wins work

Every uplift priced, every time

A same-day or pallet price is a base rate with uplifts on top: out of hours, direct, waiting time, extra drops, oversize pallets. Claude prices from your matrix and tariff and adds every one that applies, so quotes are quick and none of the extras is forgotten.

The detailClose
  • CitySprint publishes its same-day uplifts: 50% out of hours, 40% for a direct service, 50% for wait and return, and a charge per minute after a short free waiting period.
  • When Quicargo, a Dutch freight platform, sent quote requests to 155 hauliers and forwarders in 2021, 35% replied, domestic replies took about nine hours on average, and 17% gave a complete answer.
  • From 1 July 2026, goods vehicles over 2.5 tonnes on UK to EU work need a smart tachograph and must follow drivers' hours rules (DVSA, 2026). A courier ready for that can keep quoting work abroad.
What we do not claim

No study shows a win rate for couriers who quote faster, so we give none. CitySprint's tariff is one firm's published list, not a market rate.

You own it

Your rules, in your accounts

The pricing rules, self-billing checks, service reports and network reconciliations we build with Claude run in your accounts and belong to your business, around the dispatch and network systems you already use.

The detailClose
  • Under Anthropic's Commercial Terms, effective 17 June 2025, you keep all rights in what you put in and own what Claude produces for you, to the extent the law allows. Anthropic may not train its models on that content.
  • Those terms cover Team, Enterprise and API plans. Free and personal plans sit under different terms, so the plan you choose matters.
  • The ONS found 27% of UK transport and storage firms used AI of any kind in the first quarter of 2026, up from 16%, as reported by Parcelhero, a parcel broker. Most of your competitors have not started.
What we do not claim

We do not replace your TMS, WMS, customs software or accounts system. Your customers' data stays subject to your contracts with them. Someone in your business maintains what is built, and we agree who. UK law on AI copyright is under review. This is not legal advice.

Every figure names who published it. Where nobody independent has published one, we leave the number out. Much of the logistics evidence comes from companies that sell software, or from outside the UK, and we say so each time.

[THE NUMBERS]

What it is worth on your numbers

Nobody has published how many hours a week UK logistics offices spend on this work, so put in your own.

£32000
6
8 hrs
50%
£150000

Costed at £32 an hour. An hour is costed from that salary plus employer National Insurance and pension, over 1,740 hours. No overhead is added.

0
hours a week, back, per person
Hours a year across the team0
Working days a year back, each0
Cost of that time
£0
Not shown
£0
What those hours cost you
£0

This values the hours at what they cost you and nothing more. We do not value them at revenue, because nobody has published a defensible figure for what an hour of a planner's or a pricing desk's time earns a logistics business.

[TWELVE MONTHS]

What good looks like in twelve months

Not a bigger company. The same company, with most of the work on the right hand side of that list gone from the office.

Rate requests wait until the owner has a quiet hour
Each request is read and priced in draft from your cost sheet the same morning
Fuel surcharges wait until someone remembers to work them out
They are calculated and sent every week, and customers with no fuel clause are known
Invoices wait for PODs nobody has chased
Missing PODs are chased daily and invoices go out with the POD and every extra attached
Driver debriefs are done when the examiner is coming
Every infringement has a debrief note and an action on file within the week
Nobody knows which customers and lanes lose money
Margin by customer and lane is reviewed every quarter and the price conversations start

Not a bigger company. The same company, with most of the work on the right hand side of that list gone from the office.

Quotes wait while rates trickle in from carriers and agents
Replies are compared on one basis as they arrive and the quotation is drafted for approval
Surcharges are missed and the margin goes at invoice
Every carrier invoice is checked against the quote and the differences are recharged or disputed
Documents that disagree are found when the entry is rejected
They are found before the declaration is made, with the query already sent
HMRC statements are reconciled at the year end, if at all
They are matched every month and differences are sorted while still fresh
Shippers chase you for updates
Delay and arrival notices go out before the shipper thinks to ask

Not a bigger company. The same company, with most of the work on the right hand side of that list gone from the office.

Proposals are priced on the volumes the prospect hopes for
Every proposal is modelled at low, normal and peak volumes before it goes
The monthly bill takes days and extras slip through
The bill is priced against each contract in hours, with unbilled work listed
KPI reports are built by hand for every client
They are produced from the WMS every month and the account manager writes the commentary
New clients go live with product files full of gaps
The file is cleaned and the questions are answered before go-live
Billing rules live in one person's spreadsheet
They are written down in a tool the business owns and maintains

Not a bigger company. The same company, with most of the work on the right hand side of that list gone from the office.

Controllers key bookings from emails all day
Bookings arrive as jobs and controllers spend the day allocating and solving
Uplifts and extras are forgotten on busy days
Every price includes the uplifts that apply, every time
Customers find out about delays when they chase
Delay updates go out as soon as the problem is known
Self-billing statements take a day every week
Statements are produced from completed jobs and drivers are paid on time
Short and damaged pallets drift until the time limit passes
Every exception is chased daily and settled before the claim deadline passes

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