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Mixed Operations — One Platform for Brokerage and Asset-Based Freight | FTM
FTM Mixed Operations
One platform, two business models

One platform.
Every way you
move freight.

Run owned-asset and brokered freight on the same operating system. One customer record, one margin view, one operation, regardless of who hauls the load.

Fleet + brokerage in one system One customer record One margin view
Salesforce-native
Fleet and brokerage, one record
Unified margin view
One customer history
No second TMS
Dispatch Console · All Sources Live
Active Loads
142
Fleet / Brokered
61 / 81
Blended Margin
20.6%
LoadRouteSourceStatusMargin
7201
Chicago → Detroit
TRL-22 · J. Reyes
Fleet Transit 23.4%
7202
Dallas → Houston
Atlas Carriers
Brokered Pickup 18.1%
7203
LA → Phoenix
TRL-08 · M. Diaz
Fleet Delivered 25.0%
7204
Atlanta → Nashville
Norfolk Logistics
Brokered Transit 19.8%
4.9
AppExchange Rating
Unified
One record, every load source
Blended
Margin across fleet and brokerage
One Org
No second TMS to reconcile
14d
Target go-live
The mixed-model problem

Most TMS platforms force you to pick a side.

Transportation companies that run both owned trucks and brokered capacity often end up running two systems to do it, one built for dispatch, one built for brokerage, with a spreadsheet trying to reconcile the two.

Before: Two Systems, One Operation
Fleet TMS for owned trucks
Separate system for brokered loads
Two customer records for the same account
A spreadsheet to blend the margin view
No single view of total operations
After: One Platform, Every Source
One platform for fleet and brokerage

The issue is not which model you run. The issue is running both models on tools built for only one of them.

Most TMS platforms were built for a broker or built for a carrier, not both. When your operation grows into both, the software does not grow with it. FTM treats fleet and brokered freight as two sources feeding the same load record, not two separate businesses.

The core concept

Two ways to move freight. One record either way.

Whether a load moves on your own truck or a carrier’s, it becomes the same kind of record, with the same customer, the same margin view, and the same reporting.

Owned Fleet
Driver and equipment assigned directly from the load record
Brokered Capacity
Carrier sourced through Private Loadboard or outside the network
One System of Record
The Load

The customer never sees the difference. Whether their freight moved on your truck or a carrier’s, the invoice, the visibility, and the relationship come from the same system.

What the platform does

Six capabilities. One operation, regardless of mode.

Each capability treats fleet and brokered freight as two inputs into the same system, not two separate businesses you have to run in parallel.

A
Unified Load Record

A load looks the same on the board whether it’s yours or a carrier’s.

Every load is one record regardless of who hauls it
Source is a field on the load, not a different system to check
Dispatch, billing, and reporting work the same way either mode
B
Mode-Aware Dispatch

Assign a driver or source a carrier from the same console, the same load board.

Assign company drivers and equipment directly on the load
Source carriers through Private Loadboard without leaving the record
One dispatcher can run both without switching screens
Assignment OptionsLoad 7205
OptionSourceETA
TRL-31 · K. HahnFleet3h 05m
Sundance TransportBrokered3h 40m
C
Blended Margin Visibility

See total profitability without exporting two systems into a spreadsheet.

Margin reported across fleet and brokered freight together
Filter by source when the comparison matters, blend when it doesn’t
No reconciliation step between two separate profit views
Margin by Source Live
SourceLoadsMargin
Fleet6122.9%
Brokered8118.6%
D
One Customer Record

A customer who gets both fleet and brokered service is still one account.

Shipment history shows every load, regardless of how it moved
Sales and account management see the full relationship
Customer Portal shows one unified shipment list
E
Capacity Decisioning

Know when to run your own truck and when to broker it out, with real data.

Compare fleet utilization against brokered margin on the same lane
Make capacity decisions from data, not which team asks first
Surge demand routes to brokered capacity without a new system
F
Single Reporting Layer

Leadership sees one operation, not a fleet report and a brokerage report.

One set of dashboards covers both business lines
No separate BI tool to merge fleet and brokerage data
Board-level reporting reflects the whole company, not half of it
Why this matters as you grow

Most operations don’t stay one model forever.

A pure carrier adds brokerage to cover lanes outside their fleet. A pure broker buys a few trucks to control their best lanes. The software should not be the reason that transition is painful.

Single-Model Software
1
Business adds a second mode
2
Existing TMS can’t support it
3
A second system gets bolted on
4
Two operations, one company
VS
FTM Mixed Operations
1
Business adds a second mode
2
Mode is a field, not a platform decision
3
One platform handles both
4
One operation, fully visible

Growth should not force a platform migration. Whether you’re adding trucks to a brokerage or brokerage to a fleet, the same foundation absorbs the change.

What leadership gains

One operation to run, not two to reconcile.

This is what changes for the people who answer for the whole business, not just one side of it.

One number for total margin
No more asking which spreadsheet has the real answer.
Faster capacity calls
Run it on your truck or broker it out, decided on data, not on who asked first.
Growth that doesn’t require a new vendor
Add trucks or add brokerage without re-platforming the business to do it.
How it plays out
Atlas Logistics · 70 trucks, brokerage division, 300 customers
1
A customer tenders a load.
2
FTM routes it to an available truck, or to Private Loadboard if none is free.
3
The customer sees one shipment in one portal, regardless of which way it went.
4
Finance sees one margin number. Operations sees one board.
How it connects

Both modes feed the same operating system.

A quote can become a fleet load or a brokered load. From that point on, both flow through the same chain.

Quote
Mode decided here
Carrier Onboarding
If brokered
Private Loadboard
If brokered
Dispatch Console
Both modes converge here
Driver App
If fleet
Customer Portal
Same view, either mode

This is the same chain described on the Quoting System, Dispatch Console, and Customer Portal pages. Mixed Operations is not a separate workflow, it’s the same workflow with a branch for who hauls the load.

Why architecture matters

Why Mixed Operations works better on Salesforce.

Software built for one model treats the other as an afterthought. FTM treats fleet and brokered freight as two values in the same field, because the underlying record was never built to assume only one of them.

Capability
Single-Model TMS
FTM Mixed Operations
Load record
Separate data models for fleet and brokerage
One Salesforce record, source as a field
Customer data
A customer can exist twice across two systems
One account record for the full relationship
Dispatch workflow
Different screens for assigning drivers vs sourcing carriers
Same console, same load record, either mode
Margin reporting
Two exports merged manually for a blended view
Native dashboards report both modes together
Adding a mode
Usually requires a second vendor and a new system
A configuration change in the same Salesforce org
Reporting
Two BI sources, two definitions of margin
One reporting layer, one definition of the truth
AI readiness
Fleet and brokerage data structured differently
Einstein AI runs on one structured freight dataset
Fleet and brokered freight are connected to the same customer, dispatch, and financial records. The platform was never built to assume only one business model, so supporting both isn’t a workaround.
What changes

What running one platform creates.

These are the operational shifts teams report after consolidating onto FTM, not promises about specific numbers your operation will see.

Total profitability visibility
Margin across the entire operation, not two separate businesses to add up.
Stronger customer relationships
One account history regardless of how freight actually moved.
Faster mode decisions
Fleet-versus-broker tradeoffs visible without pulling two reports.
Less software overhead
One license, one admin, instead of two systems to maintain and pay for.
Easier capacity growth
Add trucks or add brokerage without re-platforming the business.
More scalable growth
The same platform supports the business at its next stage, not just its current one.
Implementation

Deploy without splitting your operation into two.

FTM is configured around the modes you actually run today, whether that’s pure fleet, pure brokerage, or both, and it grows as your mix changes.

Works with your current mix of fleet and brokered freight
Salesforce-native, one org for both business lines
Add or shift modes without a new vendor search
Core workflows live in as little as 14 days
Go live in as little as 14 days.
Whether you run one mode today or both, FTM configures around your actual operation. Adding the second mode later is a configuration change, not a new implementation project.
★★★★★
“FTM gave our brokerage and carrier teams one place to manage operations. We no longer have to chase the same shipment across disconnected tools.”
One
Operating view
Less
Manual handoff
Live
Salesforce records
VL
Operations Team
Mixed brokerage and asset-based freight operation
Customer review
Mixed Operations FAQ

Questions teams ask before rolling out.

For questions specific to your business model, a transportation specialist can walk through your use case.

Can we run fleet and brokerage in the same Salesforce org?
+
Yes. Fleet and brokered loads exist as the same type of Salesforce record, distinguished by a source field. There is no separate org or second license required to run both.
Do customers see a difference between fleet and brokered loads?
+
Not unless you want them to. The Customer Portal shows one unified shipment list. Internally, your team can always filter by source, but the customer experience is consistent either way.
Can we start as one model and add the other later?
+
Yes. Most FTM customers start with one mode and add the other as the business grows. Because both modes run on the same data model, adding the second one is a configuration step, not a new implementation.
How does margin reporting work across both modes?
+
Native Salesforce dashboards report margin blended across fleet and brokered freight, or filtered by source when you need to compare them. There is no manual export or reconciliation step.
How does it connect to Dispatch Console?
+
Both fleet and brokered loads appear on the same Dispatch Console board. A dispatcher assigns a driver or sources a carrier from the same load record, without switching screens.
Is Salesforce required?
+
FTM includes Salesforce Enterprise licensing, so you do not need an existing Salesforce subscription. If your organization already uses Salesforce, Mixed Operations runs in the same org alongside your other data.

See your whole operation on one platform.

Bring your current mix of fleet and brokered freight. FTM will show how both run inside the same Salesforce org.

Salesforce Enterprise included  ·  Go live in as little as 14 days  ·  No long-term contract required
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