Assignments flagged for review — missing driver, or overlapping active assignments on the same asset.
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Reconcile Roster
Drop the Drivers & Equip LIST.xlsx here to compare it against the live assignment table. Differences become recommendations you can review and approve.
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live
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Opportunity Cost — Idle Assets
Weekly $ leaking from un-utilized capacity. Annualised at 52w. Switch the relationship scenario to see what each carrier mix costs us.
If on:
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Side follows the top SAND / CRUDE / ALL toggle.
Equipment / wk
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Ops / wk
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Annualised
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Ops Upside ($ / idle truck / week) — saved locally to your browser
3PL
OO
LOO
Truck ops upside
Equipment rates come from the Fees matrix — sub-type × relationship × side. Edit them there and they reflect here automatically. 3PL ops upside is typically $0 since the load margin belongs to the 3PL, not us. Trailers don't generate ops upside on their own — they need a truck.
Utilization Trend — Last 8 Weeks
Utilization Tracker by Region
Utilization Tracker by Asset Type
Assets by Ownership
Click Run scan to inspect current state.
Drift is detected when an asset has an open assignment but ops_statusmain ≠ "Utilized" (or vice-versa). Fixes PATCH ops_assets directly using your CRM token.
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| Asset # | Type | Sub-type | Region | Ownership | Status |
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Asset Fee Policy
Define weekly fees per (side × relationship × asset type). Free-rental programs apply per-driver with auto-expiring end dates. Charges still get written via the Manual Charges flow in settlements — this is the policy layer that drives expected amounts.
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This module is for bulk policy edits.
To change the fee for a single assignment, open the request card on the
Check-In / Out page and hit ✎ Override on the fee section — the override writes a per-driver+asset program row automatically. Use the editors below for blanket rule changes (e.g. raising all sleeper trucks $25/wk) or for adding/extending free-rental programs across many drivers.
Set Fees
Every relationship × asset type / sub-type that exists in your active assignments. Type the weekly fee and hit Save — amber rows still need one.
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Fee Grid · overview
All rules by relationship × asset type / sub-type. Click a fee to edit it; hover for notes. In-use only trims the grid to combos your active assignments actually use and flags ⚠ assigned-but-no-rule cells — a quick check for wrong asset/credential pairings.
Free-Rental Programs
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Live Asset Fees
Active assignments × matched rules × free-rental programs. Apply/Edit writes to the asset immediately, but Dataverse can take 10+ minutes to sync — hit ↺ Recompute later to confirm the updated values pulled through.
Side:
Status:
Relationship:
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Mismatch Check — Pre-Settlement
For the chosen week, diff expected fees (rules + programs) against what's already in
ops_financial. Catches missing charges, wrong amounts, and orphan entries before the settlement run. Fix any gaps in Settlements → Step 8 Manual Charges — the writer there handles sign, dedupe, and audit so charges never double up.
Show:
Diffing against ops_financial…
Add Fee Rule
Add Free-Rental Program
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Use the Field Check-In form to submit asset requests for supervisor approval.
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Assignment Approval Queue
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01
Select Driver
02
Assign Assets
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Assignment Details
This will create a new assignment record in Dataverse linking the selected driver and assets.