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Billing

Improve collections, reduce days outstanding (DSO), automate invoicing

This is a man working in the billing department of a trucking company utilizing WorkOptima to help his business
This is a man working in the billing department of a trucking company utilizing WorkOptima to help his business

B

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Standardized Workflows

Ensures that every team member follows a uniform approach, reducing variability and improving output quality.

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Training Simplification

New employees can quickly adapt to processes, reducing onboarding time and improving productivity.

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Repeatable Success

Delivers consistent outcomes, enabling scalable operations and customer satisfaction.

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Accountability

Tracks who is responsible for each step, ensuring accountability across teams.

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Error Reduction

Minimizes mistakes by implementing clearly defined steps and checks in processes.

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Compliance Adherence

Aligns processes with industry regulations, reducing liability risks.

Billing Automation

Billing is about efficiently processing documents and generating invoices to reduce collections and Days Sales Outstanding (DSO).

WorkOptima is the ideal document management, workflow, and process automation solution for trucking, transport, and 3PL organizations. It streamlines operations, enhances efficiency, and reduces manual errors by digitizing and automating essential processes. This allows businesses to focus on core activities and save valuable time.

Here’s how WorkOptima can help:

  • Automates the receipt of documents from drivers at the point of delivery, whether through remote scanning or your mobile solution. WorkOptima integrates with many mobile solutions out of the box.

  • Once received, documents are quickly presented to billers for review. Whether processed through a shared workflow queue or individual queues, all documents are vetted for quality and billing information.

  • As documents are received, your TMS is updated in real-time. This allows for quick generation of billing reports and helps you easily identify loads that are ready to bill or still missing paperwork, enabling faster follow-up.

  • When invoices are generated—whether Statements, dedicated bills, master bills, or regular invoices—WorkOptima quickly collates the necessary backup and emails the documents to your clients. The billing process is completed efficiently, and all invoices are sent within minutes.

WorkOptima is integrated with your TMS. You can always easily find all documents by "clicking" on the TMS screen. Integration is seamless.

Save time, reduce costs, and benefit from accurate record-keeping with WorkOptima.

Saving time

Reducing billing delays

Accurate charges

Superior customer support

Integrated with your Truckmate, Suite or Innovative solution

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Talk To Us About Your Optimized Transition

Whether you’re implementing your first solution or migrating from another legacy system, we’ve got you covered. From data migration to process enhancements and simplified infrastructure, we offer tailored options to make your transition smooth and efficient.

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