Portal, quoted separately
Monitoring across your systems and order email automation are part of Portal.
Webisoft · CBSL Transportation Services
Help choosing and moving to your new TMS, plus ongoing development and technical support from our team.
/01 · Summary
You can work with us by project or on a monthly level of capacity, and adjust it as your needs change.
Monitoring across your systems and order email automation are part of Portal.
Help choosing and moving to your new TMS, plus the integrations and migration planning around it.
Ongoing development, integrations, ad hoc requests and technical advice from our team.
/02 · What we heard
You’re replacing TruckMate in the next six months, and you want to come out of it less dependent on any one person or custom system.
They are maintained by a single consultant who has retired.
Select a system to explore
You’re moving from TruckMate to a SaaS TMS over the next six months, with Beyond Trucks and Vector TMS on the shortlist.
You run three separate systems, each close to 10 years old: TruckMate, Sage Intacct and Depo, and the new TMS will need to work with the other two.
TruckMate’s customizations are poorly documented and maintained by a single consultant who has retired.
Your internal IT team now covers hardware and support, and you’d rather rely on standard software and an outside partner for the rest.
Custom development and special requests will keep coming, and you’d rather hand them to an outside team than rebuild one internally.
/03 · How we can help
The work can flex with the transition, from vendor evaluation and migration through ongoing development and technical support.
A TMS decision you can defend, and a cutover without surprises.
No single person holds the knowledge your operations depend on.
/04 · Suggested path
Each step stands on its own, so you commit to one at a time.
Option C to support your TMS evaluation and document the TruckMate customizations. Portal, quoted separately, can start in parallel.
Part-time capacity, option C, to support your TMS evaluation and document the TruckMate customizations. Portal, quoted separately, can start in parallel.
A fixed-price project to migrate your data and connect the new TMS to Sage Intacct and Depo. Option B is an alternative if you prefer capacity over a fixed scope.
Option C for ongoing development, or the support retainer, option D, once requests slow down.
/05 · Engagement options
Defined pieces of work are fixed-price projects. For everything else, choose a monthly level of capacity and move between levels with 30 days’ notice.
$13,000 USD per month
The busiest stretch of the migration, or continuous development.
$8,000 USD per month
Migration support alongside your team.
$5,000 USD per month
Ongoing development and requests at a steady pace.
$2,500 USD per month
Support and smaller fixes after go-live, with priority access.
Quoted per project
TMS evaluation, migration and integration, and larger development projects.
/06 · Why Webisoft
You get one partner for advice, development and automation, backed by a full team rather than one person.
engineers, all employed directly and working onshore in Canada
custom software, system integrations and automation for logistics companies, manufacturers and distributors
Everything we build is documented and supported by the team.
If you also use Portal, the same team stands behind both, so everything connects cleanly.
/07 · Next steps
Review this proposal alongside the Portal quote.
Tell us which engagement model fits, and we’ll send a short agreement for it.
Start with a working session on your TMS shortlist.