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Business setup · Industry

Logistics & freight

Route quotes, pickups dispatched to drivers, delivery confirmations, monthly distribution and storage contracts, net-30 invoices.

Use in EraAll templates
modules
10
agents
3
workflows
1
sample services
2
site pages
4

What Era prepares for this business

For a freight company moving full trucks and part loads between cities and distributing inside the city. A shipper asks for a price by route, weight and pallets; the quote is approved and invoiced; each pickup is a visit dispatched to a driver, the shipper is told when the truck is on the way, and the consignee’s signature closes it. Regular shippers sign a monthly contract for fixed distribution runs or pallet storage.

Modules10

  • Sales
  • Quotes
  • Subscriptions
  • Invoices
  • Home service
  • Inbox
  • Website
  • Dashboards
  • Workflows
  • AI

Agents3

  • Freight quote desk

    Collects the load details and drafts the route price.

  • Dispatch coordinator

    Keeps shippers informed from pickup to signature and flags late deliveries.

  • Collections follow-up

    Reminds shippers of freight invoices and flags the late ones.

Sample services and prices2

Comes with the setup; swap in your own prices.

Pickup / loading90 min—
City delivery run120 min—

Every lead, with its stage in plain sight

Leads come in from Instagram, a form or WhatsApp and land as new. Log the calls and set the next follow-up; an overdue one turns red. For a won customer, the quote and the payment come from the same record.

How it’s set up

Four steps. Era does the first two; you connect your channels and get to work.

  1. 1Pick the setup

    When you sign up you pick your business; Era suggests the right setup.

    Logistics & freightAnother business

  2. 2Era sets it up

    Modules switch on, agents and workflows are prepared, sample records are added.

    • Sales
    • Quotes
    • Subscriptions
    • Invoices
    • 3 agents

  3. 3Connect your channels

    Connect your accounts once so every message lands in one inbox.

    • WhatsAppConnect
    • InstagramConnect
    • GmailConnect
    • Google CalendarConnect

  4. 4Start

    Your agents are ready. Type or say what you need to Era.

    • Freight quote deskReady
    • Dispatch coordinatorReady
    • Collections follow-upReady
    Ask Era anything…

Workflows included in this setup

Similar templates

Start with Logistics & freight

Runs on your own Claude or ChatGPT subscription, or your API key.

Use in Era