BrokerPro Releases Version 5.2 Jun 6, 2025 New version includes real-time data updates, Epay integration, dashboard widget improvements, Webtrack white-labeling, and more! Release Overview Just the Good Stuff Introducing BrokerPro 5.2 We are excited to announce that we will be releasing BrokerPro 5.2 on Friday, June 13. This release includes severalimprovements that we think you will love. Here are some highlights, and you can find the full release notes here. Real-Time Data Updates We have significantly reimagined our record locking mechanism. When multiple users are in the same record, BrokerPro will allow them to both update the record while showing the other user which aspects of the record have been updated in real-time. This capability allows for more efficient data entry for teams while ensuring data integrity is maintained. You can see it in action below. Epay Manager Integration We are thrilled to announce that BrokerPro now integrates with Epay Manager – offering our customers more choices for streamlining their back-office accounting operations. Our customers can: Receive bills and send payments to Carriers. Invoice and receive payments from Customers with one click. Automatically submit loads. Automate document collection and categorization. Provincial Tax Rates For Canadian customers, Provincial Tax Rates are now ‘locked’ on a Load-by-Load basis when the Load is invoiced. This will allow preserving historical tax rates when a rate is changed. WebTrack White Labeling You can now customize the WebTrack Portal with your own branding by uploading your logo, setting theme colors that reflect your corporate identity, by choosing your own unique subdomain! (i.e. yourname.webtrack.app). What’s Next Quickbooks Desktop Integration We have completely rewritten our integration with Quickbooks Desktop to streamline and simplify your accounting work. With this new integration, information from BrokerPro will automatically synchronize with Quickbooks – removing the need to manually synchronize your customer, load, or invoice information. If something goes wrong, our new synchronization dashboard will tell you what happened and what steps need to be taken to resolve the issue – reducing your reliance on our support team to diagnose issues for you. We are launching with a subset of customers to ensure everything works smoothly, so please let us know if you’d like to see this in action and be one of the first to take advantage of this great new functionality. In Conclusion We have been pretty busy this year, and we hope that the updates found in this release improve how you work with BrokerPro. Once this is released, we will quickly pivot to working on key customer requests like RFP tracking, integration improvements (TextLocate + TruckerTools), and many, many more. Finally, we announced the pending availability of our new suite of software and services, BrokerOS, at TIA Capital Ideas Conference in April. We are putting the final touches on it and with plans to launch the first phase, BrokerOS Web, in the next couple of weeks. I will update everyone when it’s available, but for now, please take a moment to watch the announcement made at TIA Media Day. Update Summary BrokerPro Version 5.2 Realtime Updates (Beta): When the following objects are being updated by two users at once, the listed information will be updated automatically. Additionally, when two users change the same field without recognizing changes made by the other user, the first user’s changes will be kept and the second user’s changes will be lost. Loads Shipper (Address Info, Contact Info, Pickup Date/Time) Consignee (Address Info, Contact Info, Delivery Date/Time) Load Info (Grey Section) Accounting Information (Invoice & Bill Info on Accounting Tab) Line Items & Accessorials (Customer & Carrier) Carrier Info (Pink Section) What’s Not Included Extra Stops Products Check Calls Blind Pick/Drop Documents Quotes Shipper (Address Info, Contact Info, Pickup Date/Time) Consignee (Address Info, Contact Info, Delivery Date/Time) Quote Info (Grey Section) Line Items & Accessorials What’s Not Included Extra Stops Products Customers Address Info (First Green Section) Billing Info (Second Green Section) Carriers Address Info (First Pink Section) Payee Info (Second Pink Section) Locations Address Info (Blue Section) Factoring Companies Address Info (Blue Section) Epay Manager Integration Receiving Bills and Sending Payments to Carriers Invoicing and Receiving Payments from Customers One Click and/or Batch Submit for Loads Automatically Submit Loads (Optional) Document Upload - Epay automatically identifies documents received from the carrier, and categorizes them accordingly. BrokerPro retrieves these documents and stores them in the Documents tab of your Loads, so they are always available when needed. Visit Epay Manager to learn more. Dispatcher Permission This permission allows users access to Loads if they are the Dispatcher on the Load, but not the Sales Rep and are not Assigned to/Grouped with the Customer. (No existing users will be affected.) QuickBooks Online Added Customer Credit Memo functionality for QuickBooks Online. Store Documents on Email Send When emailing a Rate Con/BOL/Invoice, a copy of the emailed document will now be attached to the Load automatically. (Requires Document Manager) WebTrack White Labelling Customize WebTrack with the look & feel your customers expect by uploading your own Logo, setting your own Theme Colors, and choosing your own unique subdomain! (i.e. yourname.webtrack.app). Added “Flag” Column on Load List This new column can help you have a quick visual cue whether or not a load is flagged. You can also mouseover the flag icon to read the message. Audit Log This new report allows you to track and audit most changes to Loads, Customers, Carriers, Locations, and Quotes. Default Third Party Billing Added an option in Account Settings to set the default value for this field. Dashboard Widgets Status Updates, Today’s Shipments, and Today’s Deliveries Search results Search by Column Improved sorting Updates in Real Time Loads Faster Customers Improved credit limit check calculation Improved QB/QBO Customer Matching Added a QBO Customer Field Carriers Improved checking for duplicates Improved QB Vendor Matching Added a QBO Vendor Field Improved Location Searching / Autofill Previously, fields were not being filled correctly in some cases and information was being removed in some cases upon tabbing. Documents Improved upload functionality General Improved Text Appearance & Readability Increased the size of many buttons Security updates & improvements Account Settings Menu options (left) are now in alphabetical order Banyan (Quick Quotes) Fixed an issue where the Product Name / Description was not being included in API requests. Deprecations Load Edit History is being replaced by Audit Log and will be removed in a future release. Load Lock is being replaced by Realtime Updates and will be removed in a future release.