Module 03 · 4 chapters
Win work you can deliver profitably
Customer discovery, service promises, costing, quotes and credit.
For Owner & founder, Booking & dispatch, Finance · Reviewed
Work through the module.
- 01
Understand customers and write a deliverable service agreement
Capture shipper needs, receiver constraints and service commitments before quoting transport work.
- Capture shipper, receiver and payer roles.
- Turn a vague request into measurable service terms.
- Make sales-to-dispatch handoffs usable.
- 02
Build transparent freight rates and accepted quotes
Define weight, volume, package and vehicle pricing with explicit units, surcharges and accepted quote versions.
- State the rate unit and chargeable basis.
- Separate base freight, extras and tax treatment.
- Retain an accepted quote snapshot.
- 03
Set payment terms and control customer credit exposure
Review customer identity, credit limits, ageing and override ownership before accepting credit freight.
- Define what counts as credit exposure.
- Make blocks and overrides explainable.
- Separate collection disputes from new service decisions.
- 04
Keep customers informed and resolve service failures
Create accurate update routines, exception ownership and service recovery without misleading ETAs or proof claims.
- Communicate evidence and uncertainty clearly.
- Assign one owner for service recovery.
- Share only customer-authorised information.