Build a pricing strategy with the Strategy Builder

2 · Pick or start a strategy

Open the strategy list (for example "Default pricing") to switch to another saved strategy, or search for one. Click New, or + New strategy at the bottom of the list, to start a fresh one, or Copy to duplicate the current one. The count beside them shows how many you have saved, such as "4 saved".

3 · Tell the AI how to price

Type how you want to price in plain English in the bar under the strategy list — for example "Add 5% on lanes over 500 miles and never quote below a 12% margin" — then click Build. The AI sets the controls below for the strategy you're editing; check them before you save.

4 · Pricing basis

Choose how cost becomes the quoted price.

• Margin % or Flat markup — Mark cost up by a percentage, or add a fixed dollar amount.
• Default margin — The margin applied to every lane, such as 15%.
• Minimum charge — The lowest price you'll quote, such as $85.
• Round prices — Round each quote to the nearest $5.

5 · Rules & adjustments

Switch on extra margin or surcharges by lane trait, and set each one's amount.

• Long-haul premium — Extra margin on lanes over 500 miles.
• Reefer surcharge — A dollar amount for refrigerated equipment.
• Weekend pickup — A dollar amount for Saturday or Sunday pickup.
• Volume discount — A break for high-count lanes.
• Pick cheapest carrier — Award each lane its lowest-cost contract.
• Prefer incumbent — Keep the current carrier if it's within range.

6 · Guardrails & review

Set safety limits and decide when a human checks.

• Scope — Which customers the strategy applies to, such as All customers.
• Min-margin floor — Never quote below this margin.
• Benchmark cap — Flag a price that exceeds the market by more than this.
• Send to manual review when — A lane comes back unpriced ($0), margin falls below the floor, or rules conflict on a lane.
• Require approval over — Quotes above this value need approval, such as $5,000.

7 · Region & geography

Switch it on to adjust price by freight region — cover hard-to-service areas and ease off dense backhaul lanes. Apply it by origin, destination or lane, set a percentage per region, add your own regions or specific lanes, and switch on cross-border (Canada / Mexico), remote / rural and metro congestion adjustments.

8 · Customer fuel

The carrier fuel you pay always comes from the TMS rating. Choose how the customer is billed for fuel — the gap between the two is your fuel margin.

• Pass-through — Bill the carrier's fuel as-is.
• Markup % — Carrier fuel plus a margin %.
• Flat % / c-mi — Your own rule on linehaul or miles.
• Fixed $ — A flat fuel dollar amount per shipment.
• FSC table — A real TMS fuel table, such as National FSC · LTL, at this week's diesel price. Diesel is auto-filled from the DOE — override it for a what-if.
• Diesel index — Your own % per diesel step over a peg.

9 · Rate source blend

Set how much each connected market-rate feed, such as DAT, weighs into the blended benchmark. Only feeds switched on in Integrations appear. If the weights don't add up to 100%, click Normalize to 100% to keep the blend proportional.

10 · Custom rules

Click Add rule to add an IF / THEN exception on top of the settings above. Build the IF from a field, an operator and a value, add more with + And condition, then choose what happens — for example "If Customer is ABC Foods and Lane distance (mi) > 500 → Add margin % 15%", or "If Carrier cost ($) > 3000 → Require approval". Rules are evaluated top to bottom.

11 · Check and save

Click See the impact to read what the strategy does to a quote — the margins a bid gets, when a human checks and your custom rules in order — then click Save strategy.