Add Trucks, Trailers, or Equipment to a Carrier Profile

Add Trucks, Trailers, or Equipment to a Carrier Profile

Add Trucks, Trailers, or Equipment to a Carrier Profile

Before You Use This Article

  • Access needed: Outside-carrier management in Load Manager. This is for companies that broker freight or dispatch for carrier customers.
  • Use this article when: you are a freight broker or dispatch service working with outside carriers, carrier packets, safety checks, or carrier contacts. Full company paths: Freight Brokers or Dispatch Services.
  • Use a different article when: you run a trucking-only company and need company driver, equipment, or dispatch-report workflows; use Dispatch Report Overview for Carriers and Trucking Companies.

Use the Carrier Equipments section on a carrier profile when you want to track the trucks, trailers, equipment types, or default equipment combinations used by that carrier. This helps your team choose the correct equipment on loads and keep carrier equipment details in one place.

Before you start: Applies to freight broker and dispatch service accounts that manage outside carriers.

This article applies to Load Manager accounts that use the Carrier tab. Carrier/Trucking company accounts usually manage company drivers and equipment from the driver/equipment workflow instead.

What You Can Track

You can use carrier equipment records in two common ways:

  • Equipment types: Track the kinds of equipment a carrier can provide, such as reefer, van, flatbed, power only, or trailer with tarp.
  • Specific equipment: Track individual trucks, trailers, or units, such as three trucks, one van, and one reefer trailer.

The carrier profile table can include a truck, trailer, driver contact, and a default selection for the carrier's usual equipment combination.

Add the Equipment Option First

If the truck, trailer, or equipment type is not already available in the dropdown list, add it to your equipment list first.

  1. Go to Carriers > Equipment.
  2. Click Add New.
  3. Enter an Equipment Code.
  4. Select the Type, such as Truck, Trailer, or Other.
  5. Enter the Name.
  6. Fill in any optional details you want to track, such as unit number, VIN, license plate number, tag expiration date, annual due date, temperature, notes, make, model, or year.
  7. If you post loads to load boards, enter the matching load board equipment codes when they apply.
  8. Click Save Equipment.

Add new equipment screen

Add Equipment to the Carrier Profile

After the equipment exists in the equipment list, add it to the carrier profile.

  1. Go to the Carrier tab.
  2. Open the carrier you want to update.
  3. Scroll to the Carrier Equipments section near the bottom of the carrier profile.
  4. Click Add New Row.
  5. Select the truck or equipment from the Truck dropdown.
  6. Select a related trailer, when applicable.
  7. Select a driver contact, when applicable.
  8. Check Default if this should be the carrier's default equipment combination.
  9. Click Save or Save & Exit.

Carrier Equipments section on the carrier profile

Record a Specific Piece of Equipment

If you want to track a specific unit, use clear details that your team will recognize later. For example, you might use the unit number as the equipment code or include the trailer number in the equipment name.

Helpful fields for a specific unit can include:

  • Equipment Code and Name
  • Type, such as Truck or Trailer
  • Unit Number
  • VIN
  • License Plate #
  • Tag Expiration Date
  • Notes

Example of a specific equipment record

Add Load Board Codes When Needed

If your company posts loads to load boards, equipment codes help Load Manager send the correct equipment type to the connected load board. Add the relevant load board code when you create or edit the equipment record.

Example of load board equipment codes

Attach Equipment Files

You can attach files directly to an equipment record. This is useful for documents related to a specific truck, trailer, or unit, such as registration, inspection, or maintenance documents.

  1. Open the equipment record.
  2. Use the file attachment link at the top of the equipment screen.
  3. Upload the equipment-related file.
  4. Save the equipment record.

Troubleshooting

  • The equipment is not in the carrier dropdown: Add it under Carriers > Equipment > Add New, then return to the carrier profile.
  • The wrong trailer is connected: Edit the row in Carrier Equipments, choose the correct trailer, and save the carrier profile.
  • The wrong equipment is showing by default: Check Default on the row that should be the carrier's normal equipment combination, then save.
  • Load board posting uses the wrong equipment type: Review the equipment record and confirm the load board equipment codes are filled in correctly.

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