Turbo TMS Broker Flow: Step-by-Step Guide to Order Management

Learn the complete broker flow in Turbo TMS, from order creation to invoicing. Discover features like status updates, live order tracking and financial tracking for efficient transport order management.

February 13, 2026 By cracki munna

In this guide, we'll have vanilla warkthrough of how to use Turbo TMS to manage the full order lifecycle as a broker. We will cover each step, from logging in and creating an order, to assigning carriers, dispatching, tracking, and invoicing. This process helps brokers organize shipments, track progress, and handle payments efficiently.

Let's get started

This is the initial flow of Turbo TMS. We will follow a standard, straightforward process for a Broker persona. Let's start with the Login into our Application.

Go to Turbo TMS - AI-Powered Transportation Management System

Enter given user's email and password, to login into our application.

Step #2: Enter Email and Password — Enter Email and Password

Remember me will save your user credentials in respective browser level password manager.

Once you log in, you will land on the order dashboard screen.

We have a Kanban board in our Order Dashboard, (Future we will enhance to user drag and drop option for smooth userflow in status updates. )

For now, Every Order has Status of. Un Assigned -> Assigned -> Dispatched -> On Road -> Delivered -> Invoiced.

Step #6: Click on respective stats card to view the previously created orders based on their status — Click on respective stats card to view the previously created orders based on their status

Let's begin with the initial process of creating an order.

First, we will proceed with the broker persona. We will start with the broker flow: create order, broker.

Step #7: Click on "Brokerage" — Click on "Brokerage"

1) We have these steps and guidance at the top of the header.
2) We have Start Import Section at left, (we will implement Ai integrated smart import feature in future.)
3) We will also have a live preview summary of the Order on the left side.

Let's begin creating an order.

Step #9: Equipment Type — Equipment Type

We will have the list of customers here. I will also show the screen where we can Add a new customer also.

Here, you also have the option to create a customer.

If you click the add button, a pop-up will appear to create a customer.

Step #11: Click on "+ Add" — Click on "+ Add"

Add Customer : We will include the customer name, type, payment type, and billing address.

Step #12: Click here, to close — Click here, to close

Enter the Order's PO reference number here.

Step #14: Contact Person — Contact Person

Step #15: Sub Company (not mandatory) — Sub Company (not mandatory)

Route & Stops :

Step #16: Pick up Location — Pick up Location

Step #17: Scheduled Date and Time — Scheduled Date and Time

If an appointment is required, then we need to enter the Appointment reference number..

Step #19: Click on "Appointment reference Number" — Click on "Appointment reference Number"

Step #20: Special Instruction — Special Instruction

If items are required, we can provide them.

Step #23: Every Items has : Description, Unit, Quantity, Weight and Reference — Every Items has : Description, Unit, Quantity, Weight and Reference

Step #24: Click on "Add Item" — Click on "Add Item"

Same flow goes for Drop Location Also.

Step #25: Click on "+ Add Drop" — Click on "+ Add Drop"

Step #26: Click on "Ontario Airport DC" — Click on "Ontario Airport DC"

Step #27: Click on "Add Item" — Click on "Add Item"

Billing and Charges :

Step #28: Fields : Line Amount , Estimated Miles, Bill To — Fields : Line Amount , Estimated Miles, Bill To

Step #29: Load Details : — Load Details :

Step #30: Low priority, agent name, any details you prefer. — Low priority, agent name, any details you prefer.

Accessory Charges

Step #31: Click on "+ Add Charge" to include charges — Click on "+ Add Charge" to include charges

Step #32: We can update : Charges Type, Description, Units, Rate per unit, Cost — We can update : Charges Type, Description, Units, Rate per unit, Cost

Step #33: Click on "Delete Icon" to remove charges — Click on "Delete Icon" to remove charges

Step #34: Additional Notes : — Additional Notes :

Save A Draft : So that Brokers can configure the orders later.

Step #35: Click on "Save as Draft" — Click on "Save as Draft"

Draft Orders Pop-up: When users revisit the Order Creation Screen later , we will show it pop-up. On Selection of any of the Drafts, This will pre-fill all your previous configurations on the order creation screen automatically.

To Create a Order, Click on "Save Order" Button

Order has been created. Initially, Order will start with Un Assigned status. Here we will show the blow following:
1) Order basic info : OrderNumber, Customer name, Order crated Date, Initial Pick up and final Drop Location, Carrier and Truck Type at the Header Section.
2) Dispatcher Name, Current Status (with option to change the Status).
3) Stats Card : Total Cost , Distance, Rate/ Mile , Current Status.

Step #39: Click on "FTL" — Click on "FTL"

Step #40: Order Status Change : — Order Status Change :

From Un Assigned -> Assigned

You will have the option to select Carrier, Trucks, Drivers and trailers by their numbers.

Step #43: Trailer number — Trailer number

These fields are not mandatory.

Step #45: Click on "Confirm" to update the status from Un Assigned -> Assigned — Click on "Confirm" to update the status from Un Assigned -> Assigned

The status has now changed from unassigned to assigned. During this state, the next status will be dispatched. Since we selected a carrier here, we will display the selected carrier, the selected truck, and the dispatcher information.

Step #46: Dispatched Status Flow — Dispatched Status Flow

For dispatch readiness, ensure these options are selected. The carrier, truck, and driver must be present to update the status. You have two options. Either by click the badges directly or by click on the Assigned -> Dispatched (dropdown button), which will indeed open the

Step #47: Dispatch "Status" Badges — Dispatch "Status" Badges

Step #48: Click on "Dispatched" to change the Status Directly — Click on "Dispatched" to change the Status Directly

Step #49: Pre-Dispatch Dialog — Pre-Dispatch Dialog

We will ensure the truck and driver are present, and that the pickup location and all appointments are confirmed.

If you want, we can add notes here as well.

Click "Confirm" to move the status from Assigned to Dispatched Status.

Step #51: Click on "Confirm" — Click on "Confirm"

The status has now been changed to dispatched. The next status will be "on Road."

For on-road use, we have ensured that pick up location it should be checked in & checked out.

You can add check-in here from the selected pickup location. Alternatively, the user can update the status directly, and a pop-up will appear if check-in is required.

Step #52: Click on "Dispatched ✓" — Click on "Dispatched ✓"

Step #53: Click here in "Operational Timeline" card — Click here in "Operational Timeline" card

Step #54: Click on "Dispatched" Status to update the Status . Then click on "On Road" in the dropdown. — Click on "Dispatched" Status to update the Status . Then click on "On Road" in the dropdown.

Based on this, he can update the location and other related information.

Step #55: "Check In" Required Pop-up Dialog — "Check In" Required Pop-up Dialog

Same flow when user clicks on "Dispatched" button to update the status to "On Road"

Step #57: Click on "Dispatched ✓" — Click on "Dispatched ✓"

Step #58: Click on "CHECK OUT" to update the Check out date and time. — Click on "CHECK OUT" to update the Check out date and time.

Now the status will automatically change to "on road."

Step #59: Click on "On Road ✓" — Click on "On Road ✓"

Financial Breakdown card :

Step #60: Click on "+ Add Item" to add respective charges in against Customer, Driver, Dispatcher and Carrier. — Click on "+ Add Item" to add respective charges in against Customer, Driver, Dispatcher and Carrier.

Next On-Road -> Delivered Status.

Step #61: Click on "Delivered" — Click on "Delivered"

Please confirm. to update the status to Delivered.

Step #63: Click on "Confirm" — Click on "Confirm"

Next : Delivered -> Invoiced Status Update

For invoicing, ensure the customer rate and carrier rate are confirmed. Verify that all required PO documents have been received. Confirm all necessary steps for the order are completed from delivery to the invoice stage.

Step #66: Click on "Confirm" — Click on "Confirm"

The order has been updated to invoice Status. Later, on the invoice screen, we can see all these details. Apart from this, in the order details screen, we have

Step #67: OPERATIONAL TIMELINE — OPERATIONAL TIMELINE

In the operation timeline, we include the pickup and drop-off locations, as well as the check-in and checkout times. In the financial breakdown, any additional rates required from the customer or payments for the deliverer, dispatcher, or courier can be added here.

Step #68: Financial Breakdown — Financial Breakdown

If you click on "Add Item," the corresponding column will be added here.

Step #69: Click on "+ Add Item" — Click on "+ Add Item"

This entire screen is dynamically configured from the UI perspective.

We can adjust the window here by dragging the container width. Each container on this screen is adjustable and can be fixed according to user preferences.

In this live order tracking session, we can see the truck's location. If you click the expanded button, the entire screen will switch to the overview.

Step #71: Order Live Tracking — Order Live Tracking

Step #72: Live Tracking- Map full view — Live Tracking- Map full view

Step #73: Quick Access Documents Card — Quick Access Documents Card

Track and trace will be enhanced in the future to log activity here. Once check-in and checkout are complete, use the truck information from dispatch. If there are any additional stops, all this information will be recorded in the track and trace activity log.

Step #74: Order Discussion — Order Discussion

Step #75: Broker will have the option to chat with Customer, Dispatcher and Shipper directly from here — Broker will have the option to chat with Customer, Dispatcher and Shipper directly from here

In the future, we will integrate everything with SMS and Firebase notifications to improve communication channels and workflows.

Once an order is invoiced, all relevant information appears on the invoice screen.

Step #76: Order Invoice Landing Screen — Order Invoice Landing Screen

We have the total payment. Documents that were attached, along with the activity log, will all be tracked in respective Order Invoice Detail screen.

Step #77: Order Invoice Detail Screen — Order Invoice Detail Screen

The rate information provided by the broker will also be updated here. Stops and other details will be updated, and the carrier information will appear here.

We also have a Finance section where we can track payables and receivables.

Step #80: Click on "Finance" — Click on "Finance"

Step #81: Click on "Account Payable" — Click on "Account Payable"

If the broker needs to pay the driver or dispatcher, all these updates will appear here. The required amount the broker needs to receive from the customer or factory will be recorded here.

Step #82: Click on "Account Receivable" — Click on "Account Receivable"

Let's proceed with accounts payable. Clicking on this action view shows detailed information about the order. Here, you can see the amount to be paid or received and other related details.

You can also collapse or expand the sidebar for a better view.

Step #84: Click on "Collapse Sidebar" — Click on "Collapse Sidebar"

The same applies to receivables as to the amount.

To add a payment, click the Add Pay button. Enter the required amounts, then submit to log the payment.

Step #85: Click on "Add Payment" — Click on "Add Payment"

Step #86: Click on "Submit" to add a payment — Click on "Submit" to add a payment

This is the standard process for order management in a transport management system.