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Logistics & transport

Less time on the paperwork, more on the run.

Lexi prepares the bookings, job drafts and reminders, and shows you what needs your decision.

Show me where AI can help my business
An Australian yard
Ridgeline FreightProof of delivery missingReminder ready for approval

Is any of this yours?

What we see in transport and logistics businesses

Bookings retyped and status calls answered by hand.

  1. The booking is in the inbox

    A consignment note arrives and waits for someone to key it into the job board.

  2. Lexi prepares the job draft

    It reads the consignment note into a proposed job and lists the status questions.

  3. You check it before it goes

    Nothing is confirmed until the customer service rep says yes.

Prepared by Lexi

Draft job

Ready to check

With the customer service rep

Customer service rep

Waits for a yes.

A new booking from an email. The consignment is drafted.

Waiting for youAdded to the job board.

A sick call or a breakdown starts a manual scramble.

  1. The run has to be rebuilt

    A driver calls in sick and the day is re-planned by hand.

  2. Lexi prepares the options

    It ranks drivers by recorded hours and distance for the dispatcher to choose.

  3. You choose the new plan

    Nothing is re-assigned until the dispatcher says yes.

Prepared by Lexi

Proposed runs

Ready to check

With the dispatcher

Dispatcher

Waits for a yes.

A driver is out. Here are the runs that can move.

Waiting for youRuns reassigned.

The invoice run stops on missing PODs or wrong rates.

  1. The invoice run stalls

    A proof of delivery is missing, so the job cannot be billed yet.

  2. Lexi prepares the invoice draft

    It matches delivered jobs to the proof of delivery and flags anything unusual.

  3. You check before it bills

    Nothing is invoiced until the bookkeeper says yes.

Prepared by Lexi

Invoice draft

Ready to check

With the bookkeeper

Bookkeeper

Waits for a yes.

The run is drafted. A proof of delivery is missing.

Waiting for youInvoices raised.

Licences and safety records checked by hand.

  1. The records are in different places

    Licences, medical certificates and fatigue diaries sit in separate files.

  2. Lexi prepares the record

    It extracts the licence and medical details and flags what is running out.

  3. You confirm the record

    Nothing is accepted until the compliance manager says yes, and standing a driver down is their call.

Prepared by Lexi

Driver record

Ready to check

With the compliance manager

Compliance manager

Waits for a yes.

A medical certificate is close to expiring.

Waiting for youRecord updated.

Your Lexi workspace

Your week, without the guesswork.

LexiSample workspace

Your week at a glance

Sample Logistics Co. / Across the business

This week

2 waiting on a person, 2 running, 2 done, 2 did not happen in this sample week.

2Waiting on you
2Running
2Done
2Did not happen

The week in view

0
Mon
1
Tue
2
Wed
3
Thu
2
Fri

8 work items across the week

The detail is ready when you need it.

Waiting on you

Sample Logistics Co. / Decisions and the work behind them

2 decisions
Waiting on youPrepare bookings and status enquiries

The phones and the job board / Customer service rep, Booking clerk

Waiting on youPrepare rates and quotes

Rates, quotes and new customers / Customer service rep, Owner

On their queue

Customer service rep / One person's day

2 in view
Waiting on youPrepare bookings and status enquiries

The phones and the job board / Customer service rep, Booking clerk

RunningPrepare rates and quotes

Rates, quotes and new customers / Customer service rep, Owner

Waiting on someone else

Customer service rep / One person's day

3 in view
RunningPrepare dispatch and re-planning

Dispatch and the run / Dispatcher or scheduler, Driver

RunningPrepare pods and invoices

Invoicing, PODs and the money / Bookkeeper, Office administrator

RunningPrepare driver records and safety paperwork

Drivers, licences and safety / Fleet or compliance manager, Dispatcher or scheduler

Finished

Customer service rep / One person's day

1 finished
DonePrepare the week's numbers

The owner's board / Owner, Office manager

A working estimate for your business

What it is worth to you

Pick the work. Watch Lexi do it. See what comes back.

Work areas. Tick to count one in your figures; choose its name to watch it run.

A$75,555 back each year

1,512.1 hours back for other work each year.

A$1,574 and 31.5 hours a weekA$6,296 and 126.0 hours a month

This work costs you A$112,452 a year today.

The phones and the job board

  • Lexi Automation
  • Lexi reads and drafts
  • A named person decides

The phones and the job board

  1. Extract the consignment into a draft jobReads and drafts
  2. Approve the job and proposed runDispatcher decides
  3. Prepare a quote from the approved rate cardAutomation
  4. Approve the standard quote and termsSenior customer service representative decides
  5. Confirm a dangerous goods declaration and price a non-standard jobSenior CSR or manager decides
  6. Approve factual tracking-response templates and permitted recipientsCustomer service representative decides
  7. Answer the where-is-my-parcel calls and emailsAutomation
  8. Draft the late-job or exception explanationReads and drafts
  9. Approve and send the delivery exception messageCustomer service representative decides
  10. Draft the damage-claim intake recordReads and drafts
  11. Confirm the claim record and decide liabilityClaims manager decides
  12. Route the enquiry to the right depot or dispatcherAutomation
  13. Approve pickup-confirmation reminder content and scheduleCustomer service representative decides
  14. Chase a customer who has not confirmed a pickup windowAutomation

Rates, quotes and new customers

  1. Prepare the standard rate-card quoteAutomation
  2. Approve the standard job quoteOwner decides
  3. Draft the removalist inventory estimate and quote linesReads and drafts
  4. Approve the removalist scope and quote priceOwner decides
  5. Approve quote reminder wording and scheduleOwner decides
  6. Follow up a quote that has gone quietAutomation
  7. Prepare an acknowledgement and indicative rate-card calculationAutomation
  8. Approve the enquiry response and indicative priceOwner decides
  9. Draft the 3PL or charter tender responseReads and drafts
  10. Approve and submit the logistics tenderOwner decides
  11. Draft a regular-customer check-inReads and drafts
  12. Approve the customer check-inOwner decides
  13. Negotiate and sign a new rate agreement with a repeat customerOwner decides
  14. Prepare the new-account and credit-term proposalReads and drafts
  15. Approve account acceptance and credit termsOwner decides

Dispatch and the run

  1. Prepare proposed driver allocations and routesAutomation
  2. Approve the driver allocations and routeDispatcher decides
  3. Prepare the fatigue-constraint check and proposed rosterAutomation
  4. Approve the roster and fatigue assessmentScheduler decides
  5. Draft run reallocation options after disruptionReads and drafts
  6. Decide and authorise the disrupted-run re-planDispatcher decides
  7. Plan the load within mass and load restraint limitsLoader decides
  8. Approve the scan, pre-start and delivery-evidence recording rulesDispatcher decides
  9. Capture approved pre-start, scan and delivery evidenceAutomation
  10. Approve the stock-movement recording rulesWarehouse supervisor decides
  11. Record authorised warehouse scan eventsAutomation
  12. Draft the road or warehouse incident accountReads and drafts
  13. Investigate and authorise the logistics incident responseCompliance manager decides
  14. Sign off the schedule and the load before the truck leavesDispatcher and loader decides

Invoicing, PODs and the money

  1. Prepare the invoice run from delivered jobsAutomation
  2. Flag proposed invoice under-charges and duplicatesReads and drafts
  3. Approve the logistics invoice runOffice manager decides
  4. Prepare recipient-created tax invoice draftsAutomation
  5. Approve and issue the owner-driver RCTIsOwner decides
  6. Approve the contractor and owner-driver payment runOwner decides
  7. Prepare toll and fuel matches against recorded driver-card runsAutomation
  8. Approve debtor reminder content and escalation limitsOwner decides
  9. Chase the debtor ladder on unpaid invoicesAutomation
  10. Decide whether to put a customer on credit holdOwner decides
  11. Run payroll under the Road Transport and Distribution Award and lodge BASBookkeeper decides

Drivers, licences and safety

  1. Track driver licence, medical, WWCC and driver authority expiriesAutomation
  2. Extract licence and medical-certificate details into a draftReads and drafts
  3. Confirm driver credentials and fitness recordsCompliance manager decides
  4. Assemble owner-driver onboarding evidenceReads and drafts
  5. Approve the owner-driver subcontract and onboardingOwner decides
  6. Watch telematics for fatigue and speed alertsAutomation
  7. Decide whether an alert means a driver is stood down or coachedCompliance manager decides
  8. Track vehicle maintenance dates and proposed defect follow-upsAutomation
  9. Collate the Chain of Responsibility evidence pack: mass records, fatigue diaries, maintenance logsAutomation
  10. Prepare dangerous-goods and insurance completeness flagsReads and drafts
  11. Approve dangerous-goods documents and handling requirementsCompliance manager decides

The owner's board

  1. Pull on-time percentage, futile rate, DIFOT and cost per kilometre from the systemsAutomation
  2. Write the weekly note on what moved and whyReads and drafts
  3. Spot a lane, customer or driver drifting before it becomes a problemReads and drafts
  4. Decide what to do about itOwner decides

All inclusive

Fully managed AI transformation

We set Lexi up around how your business works, and it is kept working by our team. Your price covers setup, integrations, maintenance and Lexi's AI usage. Lexi Memory and Lexi Workspace are included too.

A soft pattern in the colours of this industry

Included in your price

  • Custom setup and tool connections
  • Ongoing maintenance and support
  • Lexi's AI usage
  • Lexi Memory
  • Lexi Workspace

Lexi's brain

A memory that gets sharper with every use.

Every conversation. Every decision. Everything you learn along the way. Connected, so the next step builds on the last.

Our proprietary memory layer
included for every LexiLive customer.

MEMORY

We connect to the tools you already use

  • CA
  • MA
  • Xero (incl. Xero Payroll)
  • MYOB (Business, AccountRight)
  • Deputy
  • Teletrac Navman

Get started

Built around your business. Kept working by our team.

We set it up, tailor it to your way of working and keep it running, so you get the value without the extra workload.

  1. Map the work

    We learn how your business operates and identify the best place for Lexi to help.

  2. Start with one workflow

    We set it up, test it together and make sure it's working as expected.

  3. Keep it useful

    Our team monitors and refines it, so it continues to deliver for your business.

See where Lexi could help first

Tell us a bit about your business and we'll show you where AI can make the biggest difference.

Show me where AI can help my business

Lexi does the work. You keep the yes.

Logistics & transport

Less time on the paperwork, more on the run.

Lexi prepares the bookings, job drafts and reminders, and shows you what needs your decision.

An Australian yard
Ridgeline FreightProof of delivery missingReminder ready for approval
Show me where AI can help my business

Is any of this yours?

What we see in transport and logistics businesses

01Status calls

Bookings retyped and status calls answered by hand.

  1. The booking is in the inbox

    A consignment note arrives and waits for someone to key it into the job board.

  2. Lexi prepares the job draft

    It reads the consignment note into a proposed job and lists the status questions.

  3. You check it before it goes

    Nothing is confirmed until the customer service rep says yes.

Prepared by Lexi

Draft job

Ready to check

With the customer service rep

Customer service rep

Waits for a yes.

A new booking from an email. The consignment is drafted.

Waiting for youAdded to the job board.

02Dispatch changes

A sick call or a breakdown starts a manual scramble.

  1. The run has to be rebuilt

    A driver calls in sick and the day is re-planned by hand.

  2. Lexi prepares the options

    It ranks drivers by recorded hours and distance for the dispatcher to choose.

  3. You choose the new plan

    Nothing is re-assigned until the dispatcher says yes.

Prepared by Lexi

Proposed runs

Ready to check

With the dispatcher

Dispatcher

Waits for a yes.

A driver is out. Here are the runs that can move.

Waiting for youRuns reassigned.

03Missing PODs

The invoice run stops on missing PODs or wrong rates.

  1. The invoice run stalls

    A proof of delivery is missing, so the job cannot be billed yet.

  2. Lexi prepares the invoice draft

    It matches delivered jobs to the proof of delivery and flags anything unusual.

  3. You check before it bills

    Nothing is invoiced until the bookkeeper says yes.

Prepared by Lexi

Invoice draft

Ready to check

With the bookkeeper

Bookkeeper

Waits for a yes.

The run is drafted. A proof of delivery is missing.

Waiting for youInvoices raised.

04Driver records

Licences and safety records checked by hand.

  1. The records are in different places

    Licences, medical certificates and fatigue diaries sit in separate files.

  2. Lexi prepares the record

    It extracts the licence and medical details and flags what is running out.

  3. You confirm the record

    Nothing is accepted until the compliance manager says yes, and standing a driver down is their call.

Prepared by Lexi

Driver record

Ready to check

With the compliance manager

Compliance manager

Waits for a yes.

A medical certificate is close to expiring.

Waiting for youRecord updated.

Your Lexi workspace

Your week, without the guesswork.

Your week at a glance

Sample Logistics Co. / Across the business

This week

2 waiting on a person, 2 running, 2 done, 2 did not happen in this sample week.

2Waiting on you
2Running
2Done
2Did not happen

The week in view

0
Mon
1
Tue
2
Wed
3
Thu
2
Fri

8 work items across the week

The detail is ready when you need it.

Waiting on you

Sample Logistics Co. / Decisions and the work behind them

2 decisions
Waiting on youPrepare bookings and status enquiries

The phones and the job board / Customer service rep, Booking clerk

Waiting on youPrepare rates and quotes

Rates, quotes and new customers / Customer service rep, Owner

On their queue

Customer service rep / One person's day

2 in view
Waiting on youPrepare bookings and status enquiries

The phones and the job board / Customer service rep, Booking clerk

RunningPrepare rates and quotes

Rates, quotes and new customers / Customer service rep, Owner

Waiting on someone else

Customer service rep / One person's day

3 in view
RunningPrepare dispatch and re-planning

Dispatch and the run / Dispatcher or scheduler, Driver

RunningPrepare pods and invoices

Invoicing, PODs and the money / Bookkeeper, Office administrator

RunningPrepare driver records and safety paperwork

Drivers, licences and safety / Fleet or compliance manager, Dispatcher or scheduler

Finished

Customer service rep / One person's day

1 finished
DonePrepare the week's numbers

The owner's board / Owner, Office manager

A working estimate for your business

What it is worth to you

Pick the work. Watch Lexi do it. See what comes back.

Work areas. Tick to count one in your figures; choose its name to watch it run.

A$75,555 back each year

1,512.1 hours back for other work each year.

A$1,574 and 31.5 hours a weekA$6,296 and 126.0 hours a month

This work costs you A$112,452 a year today.

The phones and the job board

  • Lexi Automation
  • Lexi reads and drafts
  • A named person decides

The phones and the job board

  1. Extract the consignment into a draft jobReads and drafts
  2. Approve the job and proposed runDispatcher decides
  3. Prepare a quote from the approved rate cardAutomation
  4. Approve the standard quote and termsSenior customer service representative decides
  5. Confirm a dangerous goods declaration and price a non-standard jobSenior CSR or manager decides
  6. Approve factual tracking-response templates and permitted recipientsCustomer service representative decides
  7. Answer the where-is-my-parcel calls and emailsAutomation
  8. Draft the late-job or exception explanationReads and drafts
  9. Approve and send the delivery exception messageCustomer service representative decides
  10. Draft the damage-claim intake recordReads and drafts
  11. Confirm the claim record and decide liabilityClaims manager decides
  12. Route the enquiry to the right depot or dispatcherAutomation
  13. Approve pickup-confirmation reminder content and scheduleCustomer service representative decides
  14. Chase a customer who has not confirmed a pickup windowAutomation

Rates, quotes and new customers

  1. Prepare the standard rate-card quoteAutomation
  2. Approve the standard job quoteOwner decides
  3. Draft the removalist inventory estimate and quote linesReads and drafts
  4. Approve the removalist scope and quote priceOwner decides
  5. Approve quote reminder wording and scheduleOwner decides
  6. Follow up a quote that has gone quietAutomation
  7. Prepare an acknowledgement and indicative rate-card calculationAutomation
  8. Approve the enquiry response and indicative priceOwner decides
  9. Draft the 3PL or charter tender responseReads and drafts
  10. Approve and submit the logistics tenderOwner decides
  11. Draft a regular-customer check-inReads and drafts
  12. Approve the customer check-inOwner decides
  13. Negotiate and sign a new rate agreement with a repeat customerOwner decides
  14. Prepare the new-account and credit-term proposalReads and drafts
  15. Approve account acceptance and credit termsOwner decides

Dispatch and the run

  1. Prepare proposed driver allocations and routesAutomation
  2. Approve the driver allocations and routeDispatcher decides
  3. Prepare the fatigue-constraint check and proposed rosterAutomation
  4. Approve the roster and fatigue assessmentScheduler decides
  5. Draft run reallocation options after disruptionReads and drafts
  6. Decide and authorise the disrupted-run re-planDispatcher decides
  7. Plan the load within mass and load restraint limitsLoader decides
  8. Approve the scan, pre-start and delivery-evidence recording rulesDispatcher decides
  9. Capture approved pre-start, scan and delivery evidenceAutomation
  10. Approve the stock-movement recording rulesWarehouse supervisor decides
  11. Record authorised warehouse scan eventsAutomation
  12. Draft the road or warehouse incident accountReads and drafts
  13. Investigate and authorise the logistics incident responseCompliance manager decides
  14. Sign off the schedule and the load before the truck leavesDispatcher and loader decides

Invoicing, PODs and the money

  1. Prepare the invoice run from delivered jobsAutomation
  2. Flag proposed invoice under-charges and duplicatesReads and drafts
  3. Approve the logistics invoice runOffice manager decides
  4. Prepare recipient-created tax invoice draftsAutomation
  5. Approve and issue the owner-driver RCTIsOwner decides
  6. Approve the contractor and owner-driver payment runOwner decides
  7. Prepare toll and fuel matches against recorded driver-card runsAutomation
  8. Approve debtor reminder content and escalation limitsOwner decides
  9. Chase the debtor ladder on unpaid invoicesAutomation
  10. Decide whether to put a customer on credit holdOwner decides
  11. Run payroll under the Road Transport and Distribution Award and lodge BASBookkeeper decides

Drivers, licences and safety

  1. Track driver licence, medical, WWCC and driver authority expiriesAutomation
  2. Extract licence and medical-certificate details into a draftReads and drafts
  3. Confirm driver credentials and fitness recordsCompliance manager decides
  4. Assemble owner-driver onboarding evidenceReads and drafts
  5. Approve the owner-driver subcontract and onboardingOwner decides
  6. Watch telematics for fatigue and speed alertsAutomation
  7. Decide whether an alert means a driver is stood down or coachedCompliance manager decides
  8. Track vehicle maintenance dates and proposed defect follow-upsAutomation
  9. Collate the Chain of Responsibility evidence pack: mass records, fatigue diaries, maintenance logsAutomation
  10. Prepare dangerous-goods and insurance completeness flagsReads and drafts
  11. Approve dangerous-goods documents and handling requirementsCompliance manager decides

The owner's board

  1. Pull on-time percentage, futile rate, DIFOT and cost per kilometre from the systemsAutomation
  2. Write the weekly note on what moved and whyReads and drafts
  3. Spot a lane, customer or driver drifting before it becomes a problemReads and drafts
  4. Decide what to do about itOwner decides

All inclusive

Fully managed AI transformation

We set Lexi up around how your business works, and it is kept working by our team. Your price covers setup, integrations, maintenance and Lexi's AI usage. Lexi Memory and Lexi Workspace are included too.

A soft pattern in the colours of this industry

Included in your price

  • Custom setup and tool connections
  • Ongoing maintenance and support
  • Lexi's AI usage
  • Lexi Memory
  • Lexi Workspace

Lexi's brain

A memory that gets sharper with every use.

Every conversation. Every decision. Everything you learn along the way. Connected, so the next step builds on the last.

Our proprietary memory layer
included for every LexiLive customer.

MEMORY

We connect to the tools you already use

  • CA
  • MA
  • Xero (incl. Xero Payroll)
  • MYOB (Business, AccountRight)
  • Deputy
  • Teletrac Navman

Get started

Built around your business. Kept working by our team.

  1. Map the work

    We learn how your business operates and identify the best place for Lexi to help.

  2. Start with one workflow

    We set it up, test it together and make sure it's working as expected.

  3. Keep it useful

    Our team monitors and refines it, so it continues to deliver for your business.

See where Lexi could help first

Show me where AI can help my business

Lexi does the work. You keep the yes.