Carriers, Owner-Operators, and Trucking Companies: Start Here

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.

0Demo equipment list showing Load Manager equipment codes and sample equipment rows

Screen cue: review equipment setup before trucking workflows so loads, drivers, dispatch reports, and tracking tools use the correct equipment values.

  1. Set up company info and logo
  2. Add your team and user permissions
  3. Add equipment types
  4. Review the carrier/trucking dispatch report
  5. Set the driver mobile app password

Run Your First Workflow

After setup, use these articles to move through a first real load workflow.

0Demo saved load screen showing load actions and mobile dispatch controls with load details masked

Screen cue: open a saved load to review driver dispatch, GPS or mobile controls, documents, and status before running live trucking workflows.

  1. Create your first load
  2. Assign a carrier or driver on a load
  3. Send dispatch details to a driver
  4. Review driver settlement
  5. Review reports and dashboard results

Additional Setup That May Apply

Use these only when your trucking account uses that feature.

  1. QuickBooks integration
  2. Driver GPS or mobile tracking
  3. IFTA export

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

Loads and Dispatch

Carriers, Drivers, and Equipment

Accounting and Reports

Optional Features and Integrations

Troubleshooting and Admin

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