Customize Load Status Options in Load Manager

Before You Use This Article

• Access needed: Load Manager login and permission to use this screen, report, setting, or workflow.
• Best starting path: Start from Freight Brokers, Carriers, Owner-Operators, and Trucking Companies, or Dispatch Services based on your company type.
• If this is not your setup: If this is not your company type, choose Freight Brokers, Carriers, Owner-Operators, and Trucking Companies, or Dispatch Services.

Load statuses control how loads move through your workflow, how they appear on the load board, and which updates can be shown to drivers, customers, or email recipients. Use the Load Status screen to adjust labels, colors, ordering, mobile visibility, customer portal visibility, and automatic update behavior.

Open Load Status Setup

1. Go to Settings > Configuration Options.
2. Open the Load Status tab.
3. Review the current status list before making changes.

What You Can Change

Each status can include these settings:

• Text Color: the color of the status text.
• Background Color: the color shown behind the status.
• Description: the customer-facing or team-facing status label.
• Status: whether the status is active or inactive.
• Show as ACTIVE load in Mobile App: whether the status keeps the load visible as active on mobile.
• Allow driver update to this Status: whether a driver can set the load to that status from the mobile workflow.
• Filter On My Loads: whether the status is included in My Loads filtering.
• Force Next Load Status: whether the workflow should force the next status sequence.
• Show on Customer Portal: whether customers can see loads in that status.
• Update via Geofencing: whether location/geofence activity can update the load to that status.
• Send update email for loads that reach this status: whether Load Manager sends a status update email when a load reaches that status.
• Send one-time only for mobile app auto updates: whether automatic mobile updates should send only once for that status.

Rename or Recolor a Status

1. Open Load Status setup.
2. Find the status you want to change.
3. Update the Description field if you want a different label.
4. Change the Text Color or Background Color if needed.
5. Click Save.

Keep status names short and clear. They appear in lists, reports, dispatch workflows, customer views, and mobile workflows.

Change Status Order

Load Manager supports either the default status order or a custom status order.

1. Open Load Status setup.
2. Select Default Status Order or Custom Status Order.
3. If using custom order, review the custom status order notice.
4. Drag statuses into the order your team uses.
5. Click Save.

Map your real workflow before changing order. A simple flow is easier to manage than a long list of statuses no one uses.

Add a New Status

When custom status order is enabled, the Load Status screen includes an Add New option.

1. Open Load Status setup.
2. Choose Custom Status Order if it is not already selected.
3. Click Add New.
4. Choose the status type, such as General, Active, Template, Loaded/Unloaded, Recurring, On Hold, Arrived, or Departed.
5. If adding an Arrived or Departed status, choose the pickup/delivery sub-status when prompted.
6. Add the status and save.

Configure Status Update Emails

If a status should notify customers, dispatchers, sales reps, or the company when a load reaches that status, configure the email settings on the same Load Status screen.

1. Check Send update email for loads that reach this status on each status that should send updates.
2. Choose the user account used to send status update emails, or select the no-reply email option if available.
3. Select whether users should review the email before sending.
4. Choose the default email recipients.
5. Review the default subject and email text.
6. Click Save.

If any status is set to send update emails, Load Manager requires a valid sending account. If the selected email account is not valid, the screen warns you to choose a user with valid email settings.

Plan Statuses Before You Edit

Before changing statuses, write down the workflow your team actually follows. For example:

Available > Covered > Dispatched > Loaded > Delivered > Invoiced > Paid

Then decide which steps need to be visible to dispatchers, drivers, customers, and email recipients.

Best Practices

• Do not rename statuses casually if your team already uses them in reports, billing, or dispatch habits.
• Keep customer portal statuses simple and customer-friendly.
• Only allow driver updates for statuses drivers should be trusted to set.
• Use color to make the load board easier to scan, not to create too many similar-looking statuses.
• Test the workflow with one load after changing status order or email behavior.

Related Articles

• Load Status Overview
• Rename a Load Status in Load Manager
• How to Prevent Users from Editing Loads with a Specific Load Status
• Delivered vs. Completed Load Status