WaveTMS Modules
Customer Management
Translating Customer Requirements into Consistent Execution
Manage customer access, pricing terms, service requirements, and financial rules directly within freight execution—ensuring consistent, accountable outcomes across every shipment.
Configure customer access, operational defaults, and financial rules once—and apply them consistently across every shipment and workflow.
Key capabilities:
- Customer profiles with contacts, roles, and permission controls
- Customer-specific operational preferences and standardized defaults
- Guided onboarding to reduce time to first shipment
- Credit limits, payment terms, and billing rules by customer
- Customer defaults that carry directly into quoting, execution, and billing
Give customers secure, real-time access to quoting, shipment creation, tracking, and documents—so they can engage directly in execution without manual back-and-forth.
Through the WaveTMS Customer Portal, customers can:
- Request quotes and receive responses (where enabled)
- Create, view, and manage shipments
- Track shipment location and real-time ETAs
- Access documents, PODs, and invoices
- View reporting and performance metrics
This access improves speed, transparency, and customer confidence, while reducing manual effort for your team.
Gain insight into customer performance, service quality, and engagement with built-in reporting and analytics.
Key capabilities:
- Customer scorecards with service performance and exception trends
- Service reports highlighting failures, delays, and root causes
- Portal usage and engagement metrics
- KPIs for sales, customer success, and operations teams
- Goal tracking and performance measurement by account
WaveTMS also integrates with leading visibility platforms like FourKites and project44, extending customer-facing tracking without added complexity.
Customer Expectations, Delivered Consistently
Maintaining consistency across pricing, service requirements, access, and financial terms requires customer expectations to be applied uniformly across teams and workflows.
- Customer expectations are captured in multiple places, making consistent application across teams difficult
- Pricing, service, and billing standards must be applied systematically to prevent drift across workflows
- Manual handoffs increase variation and errors when customer requirements rely on interpretation
- Clear accountability depends on customer-level visibility into performance, service, and outcomes
- Customer access and experience should be consistent by design, not dependent on individual users or processes
WaveTMS centralizes and operationalizes customer expectations across pricing, workflows, and billing—so those standards are applied consistently and predictably across every account, shipment, and team.
The Bottom Line
With WaveTMS Customer Management, teams gain:
- Execution-aware customer access that supports quoting, shipment creation, tracking, and documentation
- Consistent application of customer rules across pricing, execution, and billing
- Reduced handoffs and manual effort through workflows built directly into the TMS
- Clear accountability and performance visibility across every customer and shipment
- A more professional, scalable customer experience without adding systems or complexity
And ultimately—
Customer management becomes an execution advantage, not a separate system—driving more consistent service, stronger accountability, and better outcomes as your operation scales.
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