Workflow + ops marathon
May 30, 2026
- Public broker portal — flip a switch per broker and they get a private URL showing their loads + live trips + invoices.
- Driver cab strip at the top of /dashboard with one-tap directions, view-live-trip, and mark-delivered with POD upload.
- All-trucks scope filter on /dashboard for fleets with 2+ trucks. Pick a truck to scope; flip to All for fleet rollups.
- Fleet-comparison leaderboard for multi-truck owners.
- Recurring load templates — save dedicated lanes once, one-tap from /calculator chips.
- Settlement payment tracking on /settlements — mark paid, record method + reference, paid/unpaid badges, CSV includes payment status.
- HOS-lite at /hours — personal-awareness only, 11/14/70 progress tiles, CSV export. Not an FMCSA ELD.
- Quarterly federal tax estimator on /tax — 2025 brackets, SE math, per-quarter target, 1040-ES link.
- Tax setaside chips — per-load (after delivered) and on dashboard week strip.
- Cash flow forecast on /dashboard — open invoices bucketed by due date (Overdue / 7d / 30d / 31+).
- Broker pay-speed badge on /brokers ("Pays in 28d") derived from paid invoice history.
- Credentials hub at /credentials with COI / MC authority / W-9 etc., expiry badges, inline edit, and 7-day signed download links via the new Email-to-broker modal.
- Driver intel on /trip + load detail — National Weather Service forecast + 6 Google Maps deep links + Trucker Path.
- Global Cmd / Ctrl + K search across loads, invoices, brokers, receipts, credentials, and pages.
- Mobile quick-action FAB for in-cab use — log fuel, add receipt, analyze load, log maintenance.
- Inline truck assignment on /profile/team — assign a driver without bouncing to truck edit.
- Dashboard pinned reminders — shared org sticky notes for daily ops items.
- YTD milestone celebrations on /dashboard.
- Status mirroring — creating an invoice from a delivered load advances the load to invoiced; marking paid mirrors to paid.
- Live trip card on /dashboard for owners + dispatchers (after the broadened trip-share RLS).
- Booked-by attribution on /loads list + detail (when 2+ org members).
- Factoring identity on /profile/carrier → calculator pre-fills the fee, invoice edit shows the net you keep, printed invoices carry a bold remit-to block.
- Dispatcher settlements — per-dispatcher pay model (percent or flat) configured inline on /profile/team, rolled up on /settlements.
- Invite signup fix — the "Database error saving new user" on /signup?invite=… is gone, and invited members ride on the inviter's plan instead of getting their own trial subscription.
- PWA manifest with home-screen shortcuts (Calc / Fuel / Loads / HOS) for installed app users.
- Driver mode toggle on /dashboard — owner-ops in the cab flip off A/R, cash flow, hot lanes, top brokers, and the fleet leaderboard for a focused operational view.
- Per-truck lifetime stats on /profile/truck — loads, miles, gross, maintenance spend per truck for fleet-comparison.
- Calculator: "~$X after ~28% tax" preview on the verdict card.
- /loads sort: Highest net $/mi + Highest gross rate options.
- /credentials inline edit (name, expiry, notes) without re-uploading.
- YTD milestone celebrations + progress-to-next strip on /dashboard.
- /changelog — the page you're reading.
- Activity feed on /dashboard — 14-day chronological pulse aggregated from loads, invoices, payments, trips, and pins.
- Setup checklist on /profile so you can see what's still missing for a fully configured account, with one-tap links to fix.
- Per-driver activity panel on /profile/team — last-7-day loads + miles + current HOS status for each driver.
- Team roster CSV export on /profile/team (owner-only) for DOT audits and bookkeeper hand-off.
- Bulk invoice from /loads — consolidate multiple delivered loads from the same broker into one weekly invoice.
- ✉ Remind action on /invoices for overdue rows — opens a pre-composed mailto.
- Booked-by filter on /loads (for fleets with 2+ members).
- Mileage variance warning on the calculator when billed miles ≠ the ORS route by >10%.
- Voice-dictated notes on /loads detail + dashboard pins via the Web Speech API.
- Printable /reports/weekly statement for partner/banker/CPA hand-off.
- Wallet-sized /reports/safety-card with carrier identity for cab inspections.
- Custom reminders (migration 0028) — arbitrary text + due date on /reminders with 💤 7-day snooze.
- Inline 7-day sparkline on the dashboard week strip.
- Profit-per-hour metric on the calculator verdict card.
- Fleet HOS pulse on /hours for owners + dispatchers.
- /credentials bulk select + delete.
- Status timeline progress bar on /loads detail (analyzed → … → paid).
- Trip-share 💬 Text + ✉ Email shortcuts pre-composed for the broker.
- Reverse rate solver on the calculator — type a target net, get the required ask.
- Bulk 'Resend all' for pending invites on /profile/team.
- /reports/monthly — printable month statement with per-category expense subtotals + prev/next month nav.
- /maintenance fleet $/mi rollup card for multi-truck owners.
- /credentials live search across name / file / notes / category.
- Clickable broker name on /loads and /invoices list rows → filter by broker.
- Per-member 'Paid YTD' chip on /profile/team for owners.
- ✕ Clear all reset on /loads list when 2+ filters/sorts are active.
- ▲/▼ week-over-week gross delta on the dashboard week strip.
- 📞 Call / ✉ Email broker shortcuts on the dashboard cab strip.
- Per-broker timeline expand on /brokers (chronological loads + invoices).
- Per-truck warranty tracking (migration 0029) — set OEM expiry date + miles on /profile/truck/edit; /maintenance shows a 🛡️ banner so you call the dealer before paying out of pocket for covered work.
- Quick-Paste ✨ AI mode — paste any broker email, DAT post, or text message; Claude extracts origin, destination, rate, miles, equipment, broker name + contact, MC #, pickup/delivery dates, weight, commodity, and notes. Fast regex parser still runs free; AI button is the upgrade path for messy formats.