Carriers, Owner-Operators, and Trucking Companies: Start Here
Carriers, Owner-Operators, and Trucking Companies: Start Here
Use this path if your company runs trucks, manages company drivers, works with equipment, or needs driver/mobile dispatch workflows.
Premium is not the normal trucking-only package. If your company also brokers freight or dispatches for other carriers, use those paths for those workflows.
How to Use This Start Here Path
- Your path: Carriers, Owner-Operators, and Trucking Companies.
- If your company does more than one thing: Use more than one path. For example, a broker that also runs trucks should use the freight broker path for brokered loads and the carrier/trucking path for driver and equipment workflows.
- If this is not your company type: Use Freight Brokers or Dispatch Services.
- Not sure where to start: Go back to Choose the Right Load Manager Articles for Your Company Type.
Package note: Premium is not the normal trucking-only package. If your company also brokers freight or dispatches for other carriers, use the matching path for that part of the business.
Do These First
Use these articles for the first setup pass before regular daily use.
Screen cue: review equipment setup before trucking workflows so loads, drivers, dispatch reports, and tracking tools use the correct equipment values.
- Set up company info and logo
- Add your team and user permissions
- Add equipment types
- Review the carrier/trucking dispatch report
- Set the driver mobile app password
Run Your First Workflow
After setup, use these articles to move through a first real load workflow.
Screen cue: open a saved load to review driver dispatch, GPS or mobile controls, documents, and status before running live trucking workflows.
- Create your first load
- Assign a carrier or driver on a load
- Send dispatch details to a driver
- Review driver settlement
- Review reports and dashboard results
Additional Setup That May Apply
Use these only when your trucking account uses that feature.
More Articles for This Path
Use the articles below as normal reference articles after your account is set up, or when you need details for a specific Load Manager screen, report, document, feature, or integration.
Account Setup
- Add Your Team: Users, Roles, and Permissions
- Deactivate or Delete a User Login
- Find Your Company Code and Username
- Manage User Roles and Permissions
- Office Overview
- Reset or Change a User Login Password
- Reset Your TMS Software Login Credentials
- Send an Email to Multiple Recipients
- Set a Driver Mobile App Password
- Troubleshoot a "Connection Isn't Private" Warning on the Login Page
- Turn On Location Permissions for Driver GPS Tracking
- What to Do If You Forgot Your Company Code
Loads and Dispatch
- Add a Pickup or Delivery Stop to an Existing Load
- Add and Manage Users in Load Manager
- Add Equipment Types for Carriers, Drivers, and Loads
- Add Weight to a Load
- Assign a Carrier or Driver to a Load
- Bulk Delete Loads
- Change or Enter a Load Number
- Configure Load Status Update Emails
- Connect a Gmail Account to Load Manager
- Connect a Yahoo Email Account to Load Manager
- Connect Microsoft 365 or Outlook Email to Load Manager
- Create a Multi-Stop Load
- Create Your First Load in Load Manager
- Customize Load Status Options in Load Manager
- Delivered vs. Completed Load Statuses
- Direct Freight Equipment Codes
- Dispatch a Load in Load Manager: Beginner Workflow
- Dispatch a Load Using the Mobile App
- Export IFTA Mileage Data
- Export Load Data to Excel or CSV
- Fix Load Miles That Are Not Calculating Automatically
- Generate a Bill of Lading (BOL)
- Getting Started with Load Manager TMS
- How Load Manager Calculates Deadhead Miles
- Is Your Load Manager Data Safe and Secure?
- Limit Load Status Editing by User Role
- Load Manager Help Manual and Article Index
- Load Status Overview
- Log In to Load Manager TMS
- Rename a Load Status in Load Manager
- Review Multistop Document Labels and BOL/POD Uploads
- Set Up and Connect Email in Load Manager
- Set Up Company Info and Logo in Load Manager
- Show the Carrier or Driver Column on My Loads and All Loads
- Train a New Associate in Load Manager
- Understand Pricing and Profit Fields on the Load Screen
- Understanding the All Loads Screen
- Use Advanced Search to Find Loads
- Use the Header and Main Menu in Load Manager
- Use the Load Screen to Build and Manage a Load
- Use the My Loads Screen
- Watch a Load Manager Demo or Walk-Through
- Your Daily Workflow in Load Manager
Carriers, Drivers, and Equipment
- Dispatch Report Overview for Carriers and Trucking Companies
- Driver Settlement Report Layout Options
- Driver Settlement Report Overview
- Driver Web App with Mobile Dispatch
- How Much Is the Carrier TMS?
- Locate My Freight Driver Mobile App Overview
- Migration Playbook: Onboarding an Established Broker
- Review Driver Pay with the Driver Settlement Report
- Track Driver Compliance Expiration Dates
- Why Is My Driver's GPS Location Not Tracking?
Accounting and Reports
- Accounting Screen: Customer Inquiry, Open Invoices, and Year-End Setup
- Add Customers to Load Manager
- Change Payment Terms on a Customer Invoice or Quote
- Consolidated Invoice Layout
- Create a Multi-Lane Customer Quote
- Create and Send Consolidated Invoices
- Customer Information Page Overview: Stops
- Customer Invoice and Quote Layout
- Customer Portal Overview
- Delete or Make a Customer Inactive
- Email a Customer or Shipper Packet as an Attachment
- Import Customers, Leads, and Stops from a CSV File
- Invoice Your Customer and Get Paid
- Open a New Accounting Year
- Payment Not Processed
- Quote Terms vs. Customer Terms in Load Manager
- Reports Overview: Available Report Tabs
- Run the 1099 Report in Load Manager
- Set or Change Currency on a Load, Invoice, or Quote
- Set Up Factoring on Customer Invoices
- Show a Partial Customer Payment on an Invoice or Quote
- Use the Load Manager CRM
- Use the Reports Dashboard
- Where to Enter Customer Reference Numbers on a Load
Optional Features and Integrations
- Check EDI 214 Location Update Compliance in Logs
- Connect QuickBooks Online to Load Manager
- Customer Profile: Setup, Billing, and EDI Options
- EDI in Load Manager: What It Is and How to Get Started
- EDI Transaction Types and Logs in Load Manager
- Enable EDI 214 and EDI 810 for a Customer
- QuickBooks Integration and Export Workflow
Troubleshooting and Admin
- Configuration Options Overview
- How Sales Commission Is Calculated
- Linked Profiles for Restricted Visibility
- Migration Guide: New Company vs. Established Broker
- Set Up and Review Sales Rep Commissions
- Set Up Bill From Companies
- Set Up Commodity and Accessorial Types
Related Articles
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