# Rose Rocket Wiki > Documentation, feature guides, and monthly release notes for Rose Rocket, the AI-native transportation management platform for freight brokers, carriers, and 3PLs. ## Concepts - [Concepts](https://wiki.roserocket.com/concepts/): What things are in Rose Rocket: the vocabulary of objects, roles, and ideas you need before you build or run anything. - [What is an agent in Rose Rocket? An AI helper you ask](https://wiki.roserocket.com/concepts/agent/): An agent is an AI helper in Rose Rocket that does a named job when asked: Rocky knows your whole organization, Rosie answers about the order you have open. - [What anti-template means in Rose Rocket: your box, not ours](https://wiki.roserocket.com/concepts/anti-template/): Anti-template means Rose Rocket starts from your own objects, boards and rules, not a fixed form, so the system matches how your operation already works. - [What built with you means in Rose Rocket: setup is shared](https://wiki.roserocket.com/concepts/built-with-you/): Built with you means setting up Rose Rocket is shared work: the platform supplies the parts, your team arranges them, and Rose Rocket builds beside you. - [What 51/49 means in Rose Rocket: shipped, then shaped by you](https://wiki.roserocket.com/concepts/configurability/): Rose Rocket ships the orders, boards and record page every carrier and broker needs; your team shapes the fields, views and rules that make it yours. - [What is an integration in Rose Rocket? Switch on, not build](https://wiki.roserocket.com/concepts/integration/): An integration is a ready-made connection between Rose Rocket and another system, such as QuickBooks Online or DAT, that you switch on rather than build. - [What is a permission in Rose Rocket? One yes or no per role](https://wiki.roserocket.com/concepts/permission/): A permission is a yes-or-no attached to a role: whether its people can see a board, open a record page, read or change a field, create or delete records. - [What is a role in Rose Rocket? What a person can see and do](https://wiki.roserocket.com/concepts/role/): A role is what a person is in your organization, such as dispatcher, CSR, driver, partner or customer, and it decides what they can see and do. - [What is a board view in Rose Rocket? One board, many tabs](https://wiki.roserocket.com/concepts/board-view/): A view is a saved tab on a board with its own filters, columns, sort, grouping and layout, so dispatch and finance see the same records different ways. - [What is a detail view in Rose Rocket? One record, laid out](https://wiki.roserocket.com/concepts/detail-view/): The detail view is the record page: one record's information laid out in sections and tabs, with panels for related things around it, for example ORD-28. - [What is a document in Rose Rocket? A file on the record](https://wiki.roserocket.com/concepts/document/): A document is a file attached to a record, such as a BOL, rate confirmation, POD or invoice, either uploaded or generated from a template you control. - [What is a widget in Rose Rocket? One panel, one job](https://wiki.roserocket.com/concepts/widget/): A widget is one panel on a record page with one job: a short form, a map, the documents or a list of related records, for example Shipments on ORD-28. - [What is a workflow in Rose Rocket? A rule on your records](https://wiki.roserocket.com/concepts/workflow/): A workflow is a rule that watches one kind of record and acts when something happens to it, for example Block edits on a sent invoice, which locks a bill. - [What is a formula field in Rose Rocket? A value nobody types](https://wiki.roserocket.com/concepts/formula-field/): A formula field computes its value from other fields on the record each time it is read, so nobody types it, nobody can edit it and it is never stale. - [What is a board in Rose Rocket? One table per object](https://wiki.roserocket.com/concepts/board/): A board is the table of every record of one object, one row per record and one column per field, and it is what every entry in the left nav opens. - [What is a field in Rose Rocket? One named slot, one type](https://wiki.roserocket.com/concepts/field/): A field is one piece of information about an object, such as Status, Customer or Weight; its type decides how it is entered, filtered, totalled and shown. - [What is an object in Rose Rocket? One type, one field list](https://wiki.roserocket.com/concepts/object/): An object is a type of thing your business tracks, such as Order or Customer: one list of fields every board, record page, workflow and document reads. - [What is an org in Rose Rocket? Your company's own workspace](https://wiki.roserocket.com/concepts/org/): An organization is your company's own Rose Rocket: every board, record, user and role lives inside it, and each login lands in exactly one organization. - [What is a record in Rose Rocket? One order, one page](https://wiki.roserocket.com/concepts/record/): A record is one real thing Rose Rocket tracks: one row on its board and, once opened, one page of its fields filled in, for example the order ORD-28. ## Use Cases - [Use Cases](https://wiki.roserocket.com/use-cases/): What you do in Rose Rocket, by object: orders, quotes, dispatch, invoicing, and the workflows inside them. - [Find one teammate's notes and edits in an order's history](https://wiki.roserocket.com/use-cases/find-one-teammates-activity-on-an-order/): Filter an order's Activity log by person and by type, Notes & comments or Record changes, so who said what on a load takes two picks, not a long scroll. - [Flag loads running past plan with a transit-days formula](https://wiki.roserocket.com/use-cases/flag-loads-running-past-plan/): Add a Transit Days formula field to the Order object: dateDiff from First Pickup to Last Delivery in days, so every load carries its planned trip length. - [Quote a US shipper from CAD costs with a currency formula](https://wiki.roserocket.com/use-cases/quote-a-us-shipper-from-cad-costs/): Add a Line Haul (USD) formula field to the Order object: convertCurrency turns the line haul into US dollars at one rate you type, on every order. - [See volume by lane with a lane-label formula on orders](https://wiki.roserocket.com/use-cases/see-volume-by-lane/): Add a Lane formula field to the Order object: concat joins Origin City, an arrow and Destination City into one label you can sort and filter loads by. - [Spot thin-margin loads with a margin % formula on orders](https://wiki.roserocket.com/use-cases/spot-thin-margin-loads/): Add a Margin % formula field to the Order object: (rate minus cost) divided by rate, guarded so a zero-rate load reads 0, so thin loads sort to the top. - [Give a customer their own live orders board in Rose Rocket](https://wiki.roserocket.com/use-cases/customer-live-orders-board/): Copy the Orders board, security-filter the copy to one customer, hide your pricing columns and share it by public link so they see only their orders, live. - [Customize the Order object: add the fields your loads need](https://wiki.roserocket.com/use-cases/customize-the-order-object/): A flatbed carrier needs required equipment on every order. Add a Select field to the Order object, put it on the record and the board, filter by it. - [Alert dispatch and the customer when a shipment runs late](https://wiki.roserocket.com/use-cases/late-eta-alerts/): When a shipment ETA slips past 30 minutes for a high-priority customer, notify dispatch and email the customer a revised ETA. One automation, two messages. - [Protect invoiced orders from edits that break the bill](https://wiki.roserocket.com/use-cases/protect-invoiced-orders/): Once an order is invoiced, carrier, rate, and stops should freeze. Build one Rocket Engine rule so dispatch can't change them and finance stops chasing. - [Give dispatch, finance, and drivers their own order view](https://wiki.roserocket.com/use-cases/role-specific-order-views/): One order record, three jobs. Detail view permissions let each role open the order and see only the panels for their work. No duplicate objects or forms. ## Platform - [Platform](https://wiki.roserocket.com/platform/): What Rose Rocket is made of: builders, core TMS objects, AI agents, integrations. - [Widget Builder: the forms your team fills on every record](https://wiki.roserocket.com/platform/widget-builder/): Widget Builder is where an admin picks the fields each form on a record page asks for, the order the steps run in and the roles that see them, no code. - [Document Builder: BOLs and invoices printed from your data](https://wiki.roserocket.com/platform/document-builder/): Document Builder is where an admin lays out a BOL or invoice once, with the record's fields as placeholders, so every file printed from it reads the data. - [View Builder: lay out every Rose Rocket record page](https://wiki.roserocket.com/platform/detail-views/): View Builder is where an admin lays out every Rose Rocket record page: its tabs are views, each view is rows of panels, and nothing changes until Publish. - [Rocket Engine: one engine behind every Rose Rocket rule](https://wiki.roserocket.com/platform/rocket-engine/): Rocket Engine holds every automatic rule in your Rose Rocket organization in one table, one row per rule, each opening as trigger, conditions and action. - [Platform basics: objects, records, boards, and workflows](https://wiki.roserocket.com/platform/platform-basics/): Every Rose Rocket screen comes down to four ideas: objects, records, boards and workflows. Start here, then read the concept and builder pages in order. - [Object Builder: shape every Rose Rocket object without code](https://wiki.roserocket.com/platform/object-builder/): Object Builder is where an admin adds a field to an object once, picks its type, and has it on every record, board column, filter and workflow, no code. - [Board views: shape any Rose Rocket board without code](https://wiki.roserocket.com/platform/board-views/): Add a view to any board, set its filters, columns, sort, grouping, and calculations, then save it so the board opens that way for the whole team. No code. ## Builder Blog - [Builder Blog](https://wiki.roserocket.com/builder-blog/): What shipped, week by week. A clip for every feature worth watching; filter by capability or object. - [Builder Blog, week of Nov 2: invite users by phone number](https://wiki.roserocket.com/builder-blog/2026-11-02/): Week of Nov 2, 2026: invite a driver by phone number with a system role, plus fixes to record view tabs, board rows and six connectors in Rose Rocket. - [October 2026 Builder Blog: rolling date range, local times](https://wiki.roserocket.com/builder-blog/2026-10-roundup/): What shipped for Rose Rocket builders in October 2026: board date filters that run from days ago to days from now, and times in an address's own zone. - [Builder Blog, week of Sep 21: pick one stop, not every stop](https://wiki.roserocket.com/builder-blog/2026-09-21/): Week of Sep 21, 2026: a Lookup through an order's stops or tasks returns one record's value, plus Xero and QuickBooks export changes and a board load fix. - [Builder Blog, week of Sep 14: split an address into parts](https://wiki.roserocket.com/builder-blog/2026-09-14/): Week of Sep 14, 2026: a Lookup or Formula field reads an address's City or State / Province, plus a Show toast action and CSV export on grouped views. - [Builder Blog, week of Sep 7: filter a record's activity log](https://wiki.roserocket.com/builder-blog/2026-09-07/): Week of Sep 7, 2026: filter a record's Activity log by type and by person, plus a This period in date filters, form asterisks and three new connectors. - [Builder Blog, week of Aug 31: workflow runs say how they end](https://wiki.roserocket.com/builder-blog/2026-08-31/): Week of Aug 31, 2026: a card in Notifications now says how each workflow button run ended, plus Move to top in Customize columns and three chart fixes.