Use cases: how work gets done in Rose Rocket, by object
Orders, quotes, dispatch, invoicing, bills, partners. One workflow inside one object per page, with the capabilities it uses and what changed.
Filters
By objectFind one teammate's notes and edits in an order's history 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.
Detail ViewsBy objectFlag loads running past plan with a transit-days formula 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.
Formula Fields · Object BuilderBy objectQuote a US shipper from CAD costs with a currency formula 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.
Formula Fields · Object BuilderBy objectSee volume by lane with a lane-label formula on orders 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.
Formula Fields · Object BuilderBy objectSpot thin-margin loads with a margin % formula on orders 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.
Formula Fields · Object BuilderBy objectGive a customer their own live orders board in Rose Rocket 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.
Board Builder · Permissions By objectCustomize the Order object: add the fields your loads need
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.
Object Builder · Board Builder By objectAlert dispatch and the customer when a shipment runs late
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.
Rocket Engine By objectProtect invoiced orders from edits that break the bill
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.
Rocket Engine · Permissions By objectGive dispatch, finance, and drivers their own order view
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.
Detail Views · Permissions
Nothing matches those filters yet.