What's new on Rose Rocket

Our dedicated team make updates to Rose Rocket every two weeks, which means your software is cutting-edge every day.

New
October 15, 2019

Event-Driven Notifications

What if your TMS could automatically notify you as soon as something needs your attention? Like getting an email if you have any orders at risk, or getting a message when a customer is placing less-than-normal volume?

Rose Rocket allows you to set up custom notifications based on your business criteria. This means you can define what warrants your attention, and choose how you want to be notified.

Here are examples of Real-Time Notifications:

  • At-Risk Pickup or Delivery: Get notified if you are going to miss a pickup, or if a delivery will be late.
  • Hot Orders: Get notified when important orders warrant your attention. You can first specify what type of orders would be considered a “hot” order, like if an order is above a certain dollar threshold, or if it is for a particularly important customer (new customer, best customer). You can set up to get notified when your number of hot orders exceeds a specified amount, or even if a hot order is now at risk for a late pickup or delivery.
  • At-Risk Customers: Monitor drastic changes to your customer order volume or customer experience and get alerted about any At-Risk Customers before they drop off.
  • Claims: Get ahead of your claims so you’re not surprised at month’s end. If a claim entered is above a certain amount, or a certain number of claims is exceeded for a customer in a time period (i.e. more than 1 a month), you can be notified right away so you can investigate them.
  • Accounts Receivables: Managing a healthy accounts receivable is essential to maintaining a positive cash flow. Get notified immediately if a customer’s outstanding receivables exceed a certain amount or a certain number for a time period.

Get notified where you want:

Some companies live by their emails, where others prefer the phone. With access to open APIs, and Webhooks, you can get notified of these alerts wherever you want.

Here are some of the many channels we support:

  • Email: Get notified directly in your email.
  • Text Message: Have your TMS send you a text when events warrant your attention.
  • CRM: Have your notifications become events in your preferred CRM like Hubspot, Salesforce, and more.
  • Customer Service: Have notifications go directly into your customer service software so your agents can act on it immediately.
  • DropBox: Have a report go into your shared drives to stay organized.
  • + More! Have a channel we haven’t talked about? Let us know!

How to get it:

All Advanced Business Intelligence features can be added on to an existing Rose Rocket plan. Please reach out to subscriptions@roserocket.com for more information.

If you do not currently have a Rose Rocket plan, please book a demo to learn more.

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New
February 04, 2020

Driver Mobile App – New Driver Pay Tab

Driver shortage is a big problem for the entire industry, and it is definitely something that is top of mind for all of our customers. To help further engage your existing drivers, and to enable you to be able to attract new talent, Rose Rocket has been adding features to the Driver Mobile app.

Our newest feature is the Driver Pay tab – giving your drivers the ability to better stay on top of their work and their pay. This helps make it easier for them to work with you and to be able to estimate their earnings on a regular basis.

On the Driver Pay tab, drivers can now see the manifests they’ve been assigned to, and the estimated amount they will earn per manifest. This makes it easy for drivers to estimate their earnings on a regular basis.

When they click into a Manifest, you can see two sub-tabs. Pay Breakdown, and Manifest Details.'

Pay Breakdowns allows your drivers to see the way their pay is structured. This is dependent on how you have set up your driver pay structure to be.

In Manifest Details, they can now see the historical record of the manifest, which helps them keep track of what was done for the run.

Enabling Driver Pay

This tab is a feature that is optional for your drivers. To enable it, an Admin user must go into Settings, scroll to Mobile Driver App Features, and turn the visibility to be ON.

Availability:

  • This is available to every Rose Rocket Driver Mobile user, but must be enabled by an Admin. Once Enabled, drivers must update the app on the App Store (iOS) or Google Play Store (Android) to get the new feature.
  • Available in App Store and Google Play: Wednesday, February 5th, 2020
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New
February 03, 2020

Order Problem Types

You can now create Problem Types to better categorize any problems that may arise, in order to ultimately draw insights and improve your business.

By default, there are 4 problem types available to you:

  • Refused
  • Late
  • Incorrect Info
  • Missing Info.

To create your own and customize, you must have an Admin user account.

Head to Settings, scroll down to Problem Types, and input your new Problem Type.

Once you add the Type, you can begin using it when you report a problem on an order. A new dropdown will be available so you can select the right type of problem.

Availability:

  • This is available to every Rose Rocket user at no extra costs. Setup of Problem Types is only available to Admin users.
  • Available in Sandbox: Wednesday, January 29th, 2020
  • Available in Production: Wednesday, February 5th, 2020
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New
February 03, 2020

Customize SMTP Servers

Rose Rocket sends out many emails to your customers, from account confirmation emails to ETA & Location emails, and more. By default, these emails are sent through Rose Rocket’s own SMTP (Simple Mail Transfer Protocol), which means your customers are receiving emails from Rose Rocket’s email servers.

Now, we allow you to customize the SMTP, so any emails can come from your own servers. This allows your customers to recognize that the emails are coming from you, ultimately improving your brand presence while increasing email open rates.

Setting up your SMTP:

As an Admin user, you can go to Settings, scroll down to “Custom SMTP Server” and then click on “Enable” to start setting it up.

Setting up your SMTP can be tricky if you are not already familiar with the protocols. If you are not comfortable setting this up yourself, you can reach out to your Customer Success Manager to help you set this up.

If you are comfortable setting this up yourself, you will need the following information:

1. Host

2. Port Number

3. Login: Your email login

4. Password: Your email password

5. TLS Encryption: Transport Layer Security encryption attempts to send your emails with an added layer of security. When this is turned on, the email will not be delivered if it does not successfully pass the TLS encryption. These are the actions Rose Rocket will do in sequential order:

If enabled:
  • Rose Rocket will try sending with TLS encryption first
  • If that fails, we will try sending with SSL encryption
  • If that fails, it will count as a failure, and the email will not send.

If disabled:

  • Rose Rocket will try sending with TLS encryption first
  • If that fails, we will try sending with SSL encryption
  • If that fails, we will try sending Unencrypted

Next Steps:

Click on “Test Connection” to receive a test email from your inputted SMTP. If all looks well, click “SAVE”.

Availability:

  • This customization is available at no additional cost. Email server must be provided by you, and additional setup is required from users with an Admin account.
  • Available in Sandbox: Wednesday, January 29th, 2020
  • Available in Production: Wednesday, February 5th, 2020
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New
January 20, 2020

Record Partial Payment for Invoice & Billing

Often your customers will want to pay for their invoices in partial payments. Similarly, you may pay your drivers or partner carriers in partial payments. Now, you can record both in Rose Rocket to keep track of your accounts payables and receivables in an updated manner.

Please note this is currently available for single invoices and bills only. You cannot record partial payments on consolidated invoices and bills.

Invoices

When Customers pay a part of an invoice, you can now record this payment to have it reflected in your Rose Rocket revenue reports.

How it works:

  • You can record this payment in two ways. You can go into Invoices & Bills and select the customer and payment, or find this in the Order Details of the order you want to apply it to.
  • In the Order you've selected, click on the three dots on the right-hand side to show the dropdown options. Select “Record Payment”.
  • Enter partial payment amount and date, and click on the “+” button to add the amount. Click Done to save.
  • This payment is now recorded and will reflect in your reports under “Actual Revenue”. In addition, a “Partially Paid” tag is applied to the order, so you can be on top of what has been paid and what is still in progress.

Billing

When you pay a driver or partner carrier a partial payment, you can now record it and have it reflected in your Rose Rocket costs reports.

  • Under Invoice & Bills, select Driver or Partner Carrier, and go into the manifest you wish to record a payment to.
  • In the Manifest you've selected, click on the three dots on the right-hand side to reveal the dropdown. Select “Record Payment.”
  • Enter partial payment amount and date and click on the “+” button. Click on Done to save.
  • This payment is now recorded and will reflect in your reports under “Actual Costs”. In addition, a “Partially Paid” tag is applied to the manifest, so you can be on top of what has been paid and what is still in progress.

Availability:

  • This is available to every Rose Rocket user with no additional cost or setup required.
  • Available in Sandbox: Wednesday, January 15th, 2020
  • Available in Production: Wednesday, January 22nd, 2020
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New
January 17, 2020

Additional Information Shown on Browser Tabs

Many users will open multiple Rose Rocket tabs on their browser when working inside Rose Rocket. This allows them to easily reference different orders/manifests quickly.

To make it easier to distinguish between the opened tabs, now Rose Rocket will now display additional information on the tabs itself.

  • Orders List page will now display ---> “Orders (#) - RoseRocket”
  • Order List Preview page will now display ---> “Orders (#) - Order ID - RoseRocket”
  • Order Details page will now display ---> "Order ID - RoseRocket”
  • Manifest List page will now display ---> “Manifests (#) - Rose Rocket”
  • Manifest List Preview page will now display ---> “Manifests (#) - Manifest ID - Rose Rocket”
  • Manifest Details page will now display ---> “Manifest ID - Nickname - Rose Rocket”

Availability:

  • This is available to every Rose Rocket user with no additional cost or setup required.
  • Available in Sandbox: Wednesday, January 15th, 2020
  • Available in Production: Wednesday, January 22nd, 2020
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New
January 03, 2020

Multi-Currency Support – USD & CAD

Unless you are operating only within one country, you are likely working with multiple currencies within your business. To truly understand and optimize your profitability, it is imperative to bring your payables and receivables back to your home currency.

Rose Rocket can now better support multi-currency reporting for CAD and USD, with more currencies being supported in the future.

This new feature is important for any company that operates across borders, as it will help improve profitability analysis, allow for more seamless integration with your accounting software, and enable you to better adjust your prices over time.

How to Enable Multi-Currency Support:

To enable multi-currency support for your company, you need to have an Admin level account. Here’s what you need to do:

1. Confirm your Home Currency:

Your company’s Home Currency is the currency in which you operate in.

If your business is American, you are operating in USD, and Canadian businesses in CAD.

To make sure you have the right Home Currency, go to “Settings”. In the first window named “Global Settings” you can set your home currency.

***Please note that setting a Home Currency is a permanent change to your account, as it impacts all of your accounting and reporting efforts.***

2. Set up exchange rates:

Once you have set up your Home Currency, you can add exchange rates to enable Multi-Currency Support.

  • Go to Settings, and scroll down to “Exchange Rates” and click on “View Exchange Rates”

  • Make sure you select the appropriate year in the drop-down for the exchange rate you are about to enter.

  • Select the date ranges in which you want the exchange rate to apply to. Then, input the rate and click the “+” sign to create the rate. Most companies will update the exchange rate weekly.

How does Multi-Currency affect your business?

When exchange rates are set, this will only impact your internal operations. Your customers will be seeing quotes, orders, manifests, bills, and invoices in the currency they operate in, so there are no changes there.

Internally, Multi-Currency Support will impact you in the following ways:

Every order, quote, manifest, bill, or invoice that is in a different currency than your Home Currency, will revert to your Home Currency for accounting and reporting purposes.

The exchange rate that is recorded internally is based on when the STAGE of the order is CONFIRMED.

For example:

  • Quoted vs. Booked: If you were to Quote a load to a customer during Week 1 with an exchange rate of $1.33 CAD to $1.00 USD, and it was accepted and Booked officially on Week 2 with an exchange rate of $1.30 to $1.00 USD, the load would be recorded at the exchange rate of Week 2. This number is used for your Estimated Revenue.
  • Booked vs. In-Transit: When your manifest has been dispatched and confirmed as being picked up, that will lock in the rate at the time of the pickup, and this rate is used for your Estimated Costs.
  • Bill Created vs. Bill Sent: When you create a Bill it does not update the exchange rate. When you send the Bill, it will update the exchange rate to record your Actual Costs.
  • Invoice Created vs. Invoice Sent: Similarly to Billing, when you create an invoice it does not update the exchange rate. Once you send the invoice, it will update the exchange rate to record your Actual Revenue.

Externally, your customers will not see a difference, as it is presented in their operating currency. This means if you quoted them at $100 USD, they will see $100 USD throughout the whole process (not accounting for any accessorials or claims that may be incurred during transit).

💡Tip!

If there is no exchange rate set for a time period, it defaults to a USD $1.00 to CAD $1.33 exchange rate (CAD $1.00 to USD $0.77). To make sure this doesn’t happen, try adding a recurring calendar reminder to input your exchange rates a few days prior to the expiry date of your current exchange rate.

Availability:

  • This is available to every Rose Rocket user at no additional cost. 
  • Please contact your Rose Rocket representative to have Multi-currency support enabled for your organization. Additional setup is required by someone with an Admin-level account to enable this feature.
  • Available in Sandbox: Thursday, January 2nd, 2020 
  • Available in Production: Wednesday, January 8th, 2020
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