Open shipments
6
2 need document follow-up
Invoice exposure
$42.8k
CAD across payable and receivable
Active contacts
38
Customers, brokers, carriers, accountants
Documents
124
Invoices, customs, tax, shipping
Shipment watchlist
Sanitized examples based on the operating patterns found in email.
| Reference | Container | Route | Broker | ETA | Status |
|---|---|---|---|---|---|
| B/L RS-2026-041 | MSNU-5298 | Montreal Port to London, ON | Customs broker | Jul 09 | In transit |
| B/L RS-2026-038 | TCLU-3182 | Toronto warehouse to customer | Freight forwarder | Jul 05 | Docs needed |
| B/L RS-2026-036 | CAIU-7710 | Port clearance completed | Carrier direct | Delivered | Delivered |
Priority work
Tasks that keep operations moving.
Confirm invoice breakdown before payment
HighRequest missing shipping document
HighFollow up on warehouse/loading dock options
MediumSales
Track prospects, quotes, customer status, and expected value.
Invoices
Manage payable and receivable invoices, disputes, payment proof, and due dates.
Shipments
Follow containers, B/L references, brokers, ETAs, customs, and delivery events.
Documents
Organize shipping docs, customs files, tax forms, signed records, and attachments.
Contacts
Keep vendors, carriers, customers, accountants, and warehouse contacts in one place.
Gmail intake
Later slice: import selected threads and attach evidence to the right business record.