Case study · Freight quoting
A busy quoting team turning customer requests into priced loads every day, across UK, European and chartering work.
The results
roughly eight times faster
the quotes some team members now handle
as people spend their time on accurate pricing
The short version
Quote requests arrived by email and through online load boards, all day long. For every one, an operator read the message line by line to pick out the collection and delivery points, the pallets, the weight and the dates.
Then the checking started. Were the postcodes right? Was anything missing? They copied each address into Google Maps to work out the route and the mileage, went to look up a price, then worked out whether the load would actually fit in the truck. Only then could they type the job into the CRM, and type it all again into the freight exchange, the online marketplace where loads are matched with hauliers.
Every quote meant flicking between four or five screens, copying and pasting the same details over and over. It took around six minutes each time. On a busy day the requests stacked up, replies slowed down, and a single wrong postcode or a load that wouldn't fit could cost the margin on the job.
Before and after
Now all of that happens almost instantly. The request is read, the postcodes checked, the route mapped, the price suggested and the vehicle matched to the load, all laid out on one clear screen beside the email. The operator takes it in at a glance and makes the call that matters: the price.
What we built
What they see on screen is exactly what gets sent.
How the team changed
The operators shaped it from the start. We built it around how they actually quote, tested it on their real requests, and changed it based on what they told us, a few changes at a time. Now their time goes on pricing decisions and customers rather than retyping.
We piloted it with a core team of three. It's now used by everyone in the organisation: over 20 people across three countries. Some have doubled or tripled the number of quotes they handle.
Added at the team's request: pricing, a mapping tool, freight and load diagrams, and carrier recommendation.
Sat with the operators and timed how quotes were done.
A first working version on real quote requests.
Used alongside the old way to check every price.
The whole team quoting with it, improved in small batches.
In their words
[Client quote to add, ideally from someone who uses it daily][Job title], UK freight brokerage
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