The third concern, do I have the bill of lading? This is already a prepared document. It should be pre-made with all of your terms, and conditions, and all of your state requirements. It's been approved by your state to be compliant with its regulations. It auto-populates with the correct client information for that particular job.
The bill of lading should be sent to the crew or driver on the day of the move or sooner. With a good CRM, anyone who has access to the software can see that Bill of Lading. This is a digital age. We don't want to have to carry pen and paper and wonder if it was filled out correctly. Having this in a digital form will limit those mistakes, and remove the stress of where is it? Is it done? Is it done right? Do you really want your crew to do math out there? No.
Anything we can do to make it easier and less complicated for them is worth the expense. The bill of lading is the contract. It's the final invoice that the state will look at if they ever need to. This should be simple and flawless every time.
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Nick Taylor
