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Mixed Operations TMS for Brokerage and Asset-Based Freight | FTM
FTM Mixed Operations

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
Dispatch Console · All Sources Live
Active Loads
142
Fleet / Brokered
61 / 81
Blended Margin
20.6%
LoadRouteSourceStatusMargin
7201
Chicago → Detroit
TRL-22 · J. Reyes
FleetTransit23.4%
7202
Dallas → Houston
Atlas Carriers
BrokeredPickup18.1%
7203
LA → Phoenix
TRL-08 · M. Diaz
FleetDelivered25.0%
7204
Atlanta → Nashville
Norfolk Logistics
BrokeredTransit19.8%
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-operations 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.

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.

What disconnected mixed operations look like
F

Fleet TMS for Owned Trucks

  • SystemBuilt for dispatch
  • CustomerSeparate record
  • ReportingFleet-only view
B

Separate System for Brokered Loads

  • SystemBuilt for brokerage
  • CustomerSeparate record
  • ReportingBrokerage-only view
Two customer recordsFor the same account
A spreadsheetTo blend the margin view
No single viewOf total operations
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.

QuoteMode Decided HereA quote can become a fleet load or a brokered load.
One system of recordThe LoadOne record regardless of who hauls it
ExecutionCapacity DecisionOwned Fleet or Brokered Capacity
Select execution without breaking the record

Owned Fleet

FLEET

Assign a company driver and equipment directly from the load record.

OR

Brokered Capacity

BROKERED

Source a carrier through the Private Loadboard or outside the network.

The invoice, visibility, and customer relationship come from the same system.
01

Unified Load Record

A load looks the same on the board whether it is yours or a carrier’s. Every load is one record regardless of who hauls it.

02

Mode-Aware Dispatch

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

03

Blended Margin Visibility

See total profitability without exporting two systems into a spreadsheet.

04

One Customer Record

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

05

Capacity Decisioning

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

06

Single Reporting Layer

Leadership sees one operation instead of a fleet report and a separate brokerage report.

Why this matters as you grow

Most Operations Do Not Stay One Model Forever.

A pure carrier adds brokerage to cover lanes outside its fleet. A pure broker buys trucks to control its best lanes. The software should not make that transition painful.

Single-model software

A Second Mode Becomes a Second System.

Business adds a second mode.

  • Existing TMS cannot support it
  • A second system gets bolted on
  • Two operations, one company
SAME
ORG
One system
FTM Mixed Operations

A Second Mode Stays on One Platform.

Business adds a second mode.

  • Mode is a field, not a platform decision
  • One platform handles both
  • One operation, fully visible
One number for total marginNo more asking which spreadsheet has the real answer.
Faster capacity callsRun it on your truck or broker it out, decided on data, not on who asked first.
Growth that does not require a new vendorAdd trucks or add brokerage without replatforming the business.
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.

One system of recordOne Salesforce Load
One customer · One margin · One operation
01QuoteMode decided here
Fleet path

Owned Fleet

Driver and equipment assigned directly from the load record.

OR
Both modes converge
02Dispatch ConsoleSame console, same load record, either mode
One load recordSource is a field, not a separate data model.
One customer accountThe full relationship stays on one record.
Native dashboardsBoth modes report through one Salesforce layer.
One AI-ready datasetEinstein AI works from structured freight data.
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 replatforming the business.

More scalable growth

The same platform supports the business at its next stage, not just its current one.

How it plays out

Atlas Logistics

70 trucks, brokerage division, 300 customers.

70Trucks
300Customers
2Freight modes
One connected operation
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.
Implementation

Deploy Without Splitting Your Operation in Two.

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

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.
Current mixFleet, brokerage, or both

FTM is configured around the modes you actually run today.

One foundationOne Salesforce org

Salesforce-native, one org for both business lines.

Future growthAdd or shift modes

Add or shift modes without a new vendor search.

TargetCore workflows in 14 days

Core workflows live in as little as 14 days.

Works with your current operating mixSalesforce-nativeOne org for both business linesAdd the second mode later
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.

Review your mixed operation

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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