Business health
Modules
Operations
Daily route flow, close-out monitoring, the 8 FastTrac apps, scan lifecycle & delivery codes.
Finance
Margins, branch P&L, the driver-pay gap, and where every dollar of Zelle went.
Marketing
Driver-hiring funnel, applicant tracking, social & website, and a customer CRM.
Admin
Per-driver folders and a monthly license & insurance compliance audit.
Legal
Contract vault (RFAs + driver agreements) and the LLC / commingling cleanup.
Built for scale
Every panel is tenant-configurable — onboard the next RSP by filling in their details.
Daily flow & deadlines
- 5:00 AMdeadlineExport Business Report → send to RSP + management.Report Viewer
- 6:00 AMbeforeRun route optimization — each stop to the closest driver.Route Optimization Map
- MorningAssign packages to routes/drivers; send to scanners.Route Assignment
- 2:00 PMdeadlineClear Under Reports (anything not OD-scanned).Report Viewer
- 9:00 PMbeforeAll routes clear — every stop accounted for.Driver Close Out
- 10:30 PMdeadlineSend RSP Expected Volume to RSP + managers.Report Viewer
Close-out states
● Closed
Driver and manager verified everything is correct.
● Completed
Driver done, not yet verified — stays yellow until checked.
● Incomplete
A package has no POD (proof of delivery).
FastTrac applications
Driver Close Out
End-of-day reconciliation per driver.
Route Assignment
Assign today's packages to routes.
Optimization Map
Sequence stops to closest driver.
Report Viewer
Business, settlement & trend reports.
Scanner Assignment
Assign handhelds to drivers.
Route Builder
Draw the static route cuts.
View Runs
Search packages by tracking #.
View Drivers / Disputes
Per-driver exception grid.
The picture
The margin reveal
Your sheet records $2.47M of driver pay; the bank paid ~$2.75M. That ~$280K hides roughly half your margin.
of your apparent profit disappears once actual driver pay is counted. The routes still make money — about half of what the sheet shows.
Branch margin & Zelle
Margin % by branch
On the sheet — real is ~9 pts lower.
Zelle — $208,668 out
Only 15% was driver pay.
Driver pay — sheet vs actual
Bid Builder & Territory P&L
Each building is its own record — click one to load its bid, expenses and documents. Data is retained while Atlas is open; permanent saving + real file storage comes with the backend build.
Territories & buildings
Driver pay & target
Market & weekly expenses
SPF bid — by day type
| Day type | Stops/day | Weight/day | All-in driver | Bid base /day | Bid $ /stop |
|---|
Territory P&L — weekly
Pay Verification
Per driver, enter delivered stops (System vs Stop), stops paid + $ (Vendor Comp), and Fountain pay. Atlas flags stops you weren't paid for and any Fountain-vs-Vendor-Comp mismatch.
| Driver | Delivered | Paid stops | VC $ | Fountain $ | Flag |
|---|
Marketing
Fill your routes and grow the book — recruiting drivers and finding customers, in one place.
01 Driver hiring funnel
Post ads, track applicants stage-by-stage, and see time-to-hire. Ties into your Fountain pipeline.
02 Social & website
A post calendar and a refreshed site that reflects what HermesGo actually does.
03 Customer CRM
Track shippers and prospects, their needs, and follow-ups in a simple pipeline.
04 Team comms
A clean line to drivers and to OnTrac — WhatsApp where it fits.
Admin
Keep every driver compliant and every document where you can find it — automatically flagged before anything lapses.
01 Driver folders
One record per driver/subcontractor: license, insurance, agreement, contact — all in one place.
02 Monthly compliance audit
Auto-check every subcontractor's license & insurance each month; flag anyone expired or expiring.
03 Document vault
Secure store for OnTrac contracts, COIs, W-9s and onboarding paperwork.
04 Onboarding checklist
A repeatable steps-to-active flow so every new driver is set up the same way.
Legal
Protect the company — clean entity separation and every agreement drafted to hold up if it ever matters.
01 Contract vault
Your OnTrac RFAs plus driver and dispatcher agreements, versioned and searchable.
02 Driver & dispatcher agreements
Solid 1099 contracts drafted for HermesGo — the kind that help in a dispute.
03 Entity separation
Untangle Bonners, personal loans, and family support out of the HermesGo account.
04 Compliance & registrations
Track filings, renewals, and keep the LLC in good standing.