Track every load. Bill every load. Faster.
Dedicated back-office and track-and-trace assistants for brokers, carriers and 3PLs: carrier packets, check calls, customer updates, PODs, invoicing and collections.
Freight margins live and die in the back office.
Brokers and 3PLs sell responsiveness. Behind every booked load is a trail of work: carrier setup and compliance checks, rate confirmations, check calls, customer updates, proof-of-delivery collection, invoicing and carrier pay. When the back office lags, cash flow lags with it.
An ExecWing assistant works inside your TMS. They onboard carriers using your compliance criteria, send rate confirmations, run check calls and update tracking, notify customers of exceptions, collect PODs and invoice the moment paperwork arrives. They also chase aging receivables with polite persistence.
Working US hours, they overlap with your shippers and carriers in real time. Many brokerages start with track-and-trace and billing, then add a second assistant for carrier sales support once processes are documented.
Tasks your assistant owns
Carrier operations
- Carrier onboarding packets and compliance checks
- Rate confirmations and load tenders
- Check calls and ELD/tracking updates
- Detention and accessorial documentation
Customer service
- Proactive status and exception updates
- Appointment scheduling with receivers
- Quote request intake for reps
- Load board posting support
Billing & cash
- POD collection and audit
- Customer invoicing
- Carrier pay processing support
- Collections follow-up and aging reports
Tools
Your assistant works in your accounts, under your access policies.
Roles that fit
- Track-and-trace coordinator
- Carrier onboarding and compliance assistant
- Freight billing and collections specialist
- Dispatcher support for small fleets
Compliance notes
Carrier vetting follows your written criteria (for example FMCSA authority status and insurance). Your team approves carriers.
Assistants do not negotiate rates unless you specifically scope and supervise that role.
Hours-of-service decisions belong to carriers and drivers; dispatch support does not instruct drivers to violate HOS rules.
How this maps to our plans
One dedicated, full-time assistant. Month-to-month, 30-day cancellation, $3,000 buyout if you want to hire them directly.
| Plan | Price | When it fits |
|---|---|---|
| Core | $1,900/mo | Track-and-trace and POD collection. |
| Growth | $2,300/mo | Adds billing, collections and carrier onboarding. |
| Executive | $2,700/mo | Senior operations assistant for an owner. |
Full plan details on the pricing page. Founding clients: 50% off the first month (first 5 clients).
A realistic first 30 days
How a typical Logistics & Freight engagement ramps. Your plan is set on the fit call and adjusted to your SOPs.
| When | What happens |
|---|---|
| Week 1 | Access, tools and shadowing Your assistant gets accounts in McLeod, Aljex, Tai TMS and shadows the current process for carrier operations. You share SOPs or record short walkthroughs; they turn them into written checklists. |
| Week 2 | First owned workflows They take ownership of carrier onboarding packets and compliance checks and rate confirmations and load tenders, with your review on every item. ExecWing QA reviews output against the checklist. |
| Weeks 3–4 | Expand scope Add customer service work such as proactive status and exception updates. Review shifts from every item to daily spot checks. |
| Day 30+ | Steady state Billing & cash joins the routine. You get a weekly scorecard and a monthly review of what to delegate next. |
Logistics & Freight: common questions
Can the assistant make check calls by phone?
Yes, via your VoIP or tracking platform during their scheduled shift.
Do they vet carriers?
They run the checks you define and prepare files; your team approves.
Which TMS do you work in?
McLeod, Aljex, Tai, Rose Rocket and others.
How fast can we start?
Usually one to two weeks.
Get your evenings back.
Book a 20-minute fit call. We'll map the work you want off your plate and tell you honestly whether a dedicated assistant is the right move.