Assign Trucks, Trailers, Equipment, and Driver Contacts on 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 Information page to track trucks, trailers, equipment, and driver contacts for an outside carrier. This is useful when your company works with carriers and wants to save commonly used equipment or driver details on the carrier profile.

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

Who This Applies To

This article applies to accounts that use the Carrier tab. Freight Brokers and Dispatch Services use carrier profiles for outside carriers. Carrier or trucking company accounts usually manage their own drivers from the Driver tab instead.

Open the Carrier Equipment Section

1. Go to Carriers.
2. Open the carrier you want to update.
3. Scroll to the Carrier Equipments section.

Add a New Equipment Row

Click Add New Row to add another line for a truck, trailer, driver, or equipment assignment. You can add as many rows as needed for the carrier.

Add or Select a Truck

Use the Truck field to select an existing truck or enter a new truck, van, tractor, or other equipment item.

If you type a truck or equipment name that is not already in the equipment list, Load Manager prompts you to create it.

1. Click OK.
2. Enter an equipment code, name, and type.
3. Click Save.

Equipment codes and names are up to your company. Use names that your team will recognize, such as a unit number, tractor number, or driver/equipment nickname.

Add or Select a Trailer

Use the Trailer field to assign a trailer to the same row as the truck or driver. If the trailer is not already available, add it from the equipment area before selecting it on the carrier profile.

Add or Select a Driver Contact

Use the Driver field to assign a driver contact to the equipment row. You can select an existing driver contact from the carrier's contacts, or type a new driver name.

If you type a driver who is not already on the carrier profile, Load Manager prompts you to create the driver contact.

1. Click OK.
2. Enter the driver name in the popup.
3. Click Save.

Save the Carrier Profile

After adding or updating the carrier's equipment and driver contact details, click Save or Save and Exit at the top of the Carrier Information page.

Using These Details on a Load

Carrier profile equipment and driver contact details help your team keep carrier information organized. On the load screen, you can still review or enter driver, truck, trailer, container, equipment, and temperature details for the specific load.

Related Articles

• Assign a Carrier or Driver on a Load
• Add Equipment Types for Carriers, Drivers, and Loads