| Work to organize | Spreadsheets and separate tools | Review with AthenaIQ |
|---|---|---|
| Layout and formulas | Highly flexible; you design the structure and maintain formulas. | Review supported record fields and workflows; confirm the fit for your process. |
| Dispatch | Assignments and status can be maintained in sheets and messages. | Review the published load-record, assignment and workflow-stage scope in the product guide. |
| Fleet records | Rows, tabs and linked files can organize records. | Discuss your driver, vehicle, customer, maintenance and insurance record needs. |
| Documents and invoices | Often handled through attachments, folders or another tool. | Confirm supported documents, invoicing scope and payment-record options. |
| Team access | Depends on the spreadsheet service and its sharing settings. | Confirm company access. Driver app and team roles remain planned. |
| Moving existing data | Existing sheets may need cleanup and consistent fields. | Review supported import formats, record types and limits before moving data. |
| Integrations | Depends on the tools and connections you build or purchase. | ELD integrations are available for supported providers. QuickBooks remains planned. See the integration guide. |
| Cost and fit | Depends on the tools you already use and time spent maintaining them. | Paid plans; review current pricing and billing terms. |
Keep what still works.
If a small sheet covers your workflow reliably, replacing it may not be urgent. Read the product guide when duplicate entry, missing documents or coordinating assignments across tools becomes difficult. Check the published scope and ask any unresolved question in writing before moving operational records.
Ready to bring your fleet records together? Choose a plan.