Quote to Cash — Development Workflow Map
Build Progress
Built
Partial
Planned
Updated: June 4, 2026
⚡ Third-Party Services & APIs
What every connected service does — Happy Path Logistics
Section 1
Foundation — The Backbone
Everything else depends on these three
Supabase
The filing cabinet. Cloud PostgreSQL database that stores everything: customers, carriers, orders, quotes, drivers, SMS logs, documents, user accounts. Also handles file storage (carrier docs, PDFs) and user logins. Free tier
Where to manage
supabase.com → project rfdpkmugikooelpprlak
Vercel
The web host. Serves both websites and runs all server-side code (API functions that send email, call Claude, send SMS). Also runs scheduled background jobs every 5–15 minutes. Holds all secret API keys securely so they never appear in browser code. ~$20/mo
Where to manage
vercel.com — projects: happypath-quotes, happypath-loadboard
GitHub
Version control + auto-deploy. Stores all source code with full change history. When code is pushed to GitHub, Vercel automatically picks it up and publishes the update live within ~10 seconds. Two repos: happypath-quotes and happypath-loadboard. Free
Where to manage
github.com/DHaidle
Section 2
Email — Microsoft Graph API
Reads and sends email from your Outlook inbox
What it does
Reads unread Outlook emails and shows them as cards in the Rate Request column. Sends all outbound emails: quotes, customer onboarding links, carrier packets, auto-replies for unknown senders.
Two parts
Azure AD — the gatekeeper; proves the app is allowed to access your inbox. Microsoft Graph — the actual API that reads and sends messages once permission is confirmed.
How login works
You log in via "Sign in with Microsoft" once. Microsoft issues a token the system refreshes automatically — you stay connected for weeks.
Cost
Included with your Microsoft 365 subscription. Manage at portal.azure.com → App Registrations.
Section 3
AI — Anthropic Claude API
Extracts structured data from documents and photos
What it reads
Bill of Lading PDFs · Carrier insurance certificates (COI) · W-9 forms · Operating authority letters · Business cards · Driver license photos · Truck door photos for DOT number verification
How it works
Given a document or photo, Claude answers specific questions: "What is the pickup ZIP?" or "What is the EIN on this W-9?" and returns a structured answer the system can use automatically.
Model used
Claude Haiku — the fast, cost-efficient version. A typical document extraction takes 2–5 seconds and costs less than half a cent.
Cost
~$5–20/mo Pay per use. Manage at console.anthropic.com.
Section 4
SMS Messaging — Twilio
Two-way text messaging with drivers (switched from Telnyx May 29, 2026)
What it does
Provides a phone number and handles all SMS traffic between Happy Path and drivers. When a driver texts ARRIVED, Twilio receives it and calls the webhook at loadboard.drehco.com/api/sms-webhook (moved from quotes in the June 3 migration). When the system sends a check-in, Twilio delivers it to the driver's phone.
Phone number
+1 (844) 820-5813 — toll-free number. Account SID: AC94a5e153a77641a4f9547f73c1b039d7. Manage at console.twilio.com.
Toll-free verification
Submitted May 29, 2026. Status: Pending (3–7 business days). Outbound SMS is blocked until approved — inbound (driver → system) works now. Consent URL: loadboard.drehco.com/carrier-onboarding.html (drivers opt in via Broker-Carrier Agreement).
Trial account
$13.35 remaining credit. Can only send to Verified Caller IDs until verification approved. David's cell (+1 630 561 3608) is verified for testing.
Why switched from Telnyx
Telnyx compliance pages (privacy.html, terms.html, sms-optin.html) were taken down to avoid public-facing pages before launch. Twilio was set up with the same toll-free verification requirement but cleaner trial experience for testing inbound flow.
Cost
~$15/mo paid Trial: $15.50 credit. ~$0.0079/SMS in + out. Upgrade when toll-free verified and ready to go live.
Section 5
Address & Routing — Four Free Services
Each handles a specific address task — all free
SmartyStreets
USPS address checker. Standardizes addresses, verifies they exist, fills ZIP+4, flags residential vs. commercial, returns precise GPS coordinates. Powers the 📍 Verify button on all address fields. Free (250/mo)
Nominatim
Free geocoding backup. OpenStreetMap's service — converts addresses/ZIPs to GPS coordinates. Used in mileage calculation and as a fallback when SmartyStreets has no result. No key required. Free
OSRM
Driving distance calculator. Given two GPS coordinates, returns actual road miles and estimated travel time. Powers the miles field on every order's rate section. No key required. Free
Zippopotam.us
ZIP code directory. Takes a 5-digit ZIP and returns city, state, and time zone. Powers the city/state auto-fill on every ZIP field in the platform. No key required. Free
Section 6
Carrier Verification — FMCSA QCMobile API
Official US government database of licensed trucking companies
What it is
The Federal Motor Carrier Safety Administration's public API. Every licensed US carrier has a DOT/MC number registered here. The API lets the system look up any carrier instantly.
What it returns
Legal name, address, authority status (active/inactive), safety rating, insurance on file, out-of-service orders, BASIC safety scores, cargo classes, authority history.
Where you see it
Carrier onboarding auto-fill on MC/DOT lookup. Carrier panel FMCSA profile card. The standalone FMCSA Lookup tool at loadboard.drehco.com/fmcsa-lookup.html.
Cost
Free US government public data. No account needed.
Section 7
Monitoring — Better Stack
Smoke detector for the background jobs
What it does
The cron watchdog pings a Better Stack URL every 5 minutes after running successfully. If the ping stops arriving, Better Stack emails an alert. This catches Vercel outages or code errors before they silently fail for hours.
What it monitors
The watchdog job itself (dead man's switch). The watchdog in turn checks all other crons internally and sends SMS alerts via Twilio for missed or errored jobs.
Cost
Free tier Manage at uptime.betterstack.com.
Section 8
DNS & Domain
Two separate services — easy to confuse, important to know
Wild West Domains
Domain registrar. Holds the legal registration of drehco.com and renews it annually (~$15/yr). Does NOT manage DNS records — that's Netlify's job now.
Netlify DNS
DNS manager. Controls all DNS records: where email goes (MX → Microsoft 365), where web traffic goes (CNAME → Vercel), anti-spam settings (SPF). All DNS changes must be made here, not in Wild West.
⚠️ History
Netlify became DNS manager in May 2026 when it was connected for compliance pages. The MX records weren't carried over, causing a 16-hour email outage. Lesson: changing nameservers wipes all records unless manually re-added.
Where to manage
app.netlify.com → Teams → david-dx8vbgo → DNS → drehco.com
Section 9
Planned — Not Yet Connected
Designed but not yet built
DAT RateView
Freight market rate data — suggests competitive rates by lane when quoting. Customer provides their own DAT subscription. Integration not yet built.
QuickBooks Online
Auto-generate customer invoices and carrier payment bills when a load closes. Eliminates manual QuickBooks entry. Architecture designed, not yet built.