Pilot Module

Pricing Task Routing & Audit Trail

Create an assigned internal pricing task with its source, status, review history, and proposed next action.

YEAR2026
MODULE TYPEPILOT MODULE
SERVICES
  • Internal Task Routing
  • Approval History
  • Pilot Measurement
PILOT SYSTEM DESIGNMODULE 03
01INTAKEQI-024
02REVIEWApproved
03PRICING TASKAssigned
OWNERRoad Pricing — West
Assigned
Priority
Standard
Source
Shared inbox
Status
Ready for pricing
Pricing Task Routing and Audit TrailIllustrative pilot system design — not customer results
“Even after a request is understood, unclear ownership, duplicate threads, and manual handoffs can delay the move from intake to pricing.”

Creating a Controlled Internal Handoff

The pilot proposes an internal owner based on agreed rules and creates a reviewable task in a selected internal tool or sandbox.

An audit trail records the source, flags, corrections, approval status, and duplicate protection so the pilot can be evaluated against a fixed test set.

PILOT SYSTEM DESIGNMODULE 03
ROUTING DESIGNAgreed conditions create one controlled handoff
Duplicate protection on
WHENMode = RoadRegion = WestReview = Approved
ASSIGNRoad Pricing — WestProposed internal owner
CREATEPricing taskSandbox or selected tool
REQUEST FINGERPRINTQI-024 · no duplicate foundContinue
Pricing Task Routing and Audit TrailIllustrative pilot system design — not customer results
PILOT SYSTEM DESIGNMODULE 03
AUDIT TRAIL · QI-024Every handoff stays traceable
Task active
  1. Source receivedShared quote inbox
  2. Fields correctedWeight confirmed by reviewer
  3. Review approvedExternal actions remain gated
  4. Owner assignedRoad Pricing — West
  5. Task createdReady for pricing
Pricing Task Routing and Audit TrailIllustrative pilot system design — not customer results

A Measurable Handoff to Pricing

The pilot measures the time and corrections required to reach a structured, assigned pricing task. Rollout is discussed only after the agreed tests are reviewed.

0BUSINESS DAY PILOT
0FIXED OPERATIONAL REVIEWER

More Pilot Modules

PILOT SYSTEM DESIGNMODULE 01
01EMAIL + FILES
02EXTRACT
03SHIPMENT RECORD
Quote Request ExtractionIllustrative pilot system design — not customer results
2026PILOT MODULEQuote Request ExtractionTurn emails, PDFs, documents, and spreadsheets from one shared quote inbox into a structured shipment record.Explore This Module
PILOT SYSTEM DESIGNMODULE 02
01REQUEST
02CHECK RULES
03HUMAN REVIEW
Completeness and Risk ReviewIllustrative pilot system design — not customer results
2026PILOT MODULECompleteness & Risk ReviewCheck each request for missing, conflicting, or risk-sensitive information before pricing begins.Explore This Module
NEXT STEPBook a 15-Minute Fit CallShare your weekly quote volume and the work required before pricing can begin.

How Many of Your Last Ten Requests Were Ready to Price?

If several needed clarification or internal sorting, share your current intake process and weekly quote volume.