New Load Screen Overview for Dispatch Services

Before You Use This Article

• Access needed: Dispatch service setup in Load Manager, including dispatch-service fees or carrier-customer workflows.
• Best starting path: Start from Dispatch Services.
• If this is not your setup: If you broker freight under your own authority, use Freight Brokers. If you run trucks for your own company, use Carriers, Owner-Operators, and Trucking Companies.

The New Load screen is where Dispatch Service users enter the load details before dispatching a carrier. Use this overview when creating a new load, assigning the carrier, entering rates and notes, and saving the load so Dispatch Report and tracking options become available.

Dispatch Service accounts use the Carrier tab and assign carriers on loads. The carrier's driver may be stored as a carrier contact. Dispatch Services use Dispatch Reports, not Rate Confirmations.

Before You Start

• Have the customer, pickup, delivery, and carrier information ready.
• Confirm the carrier profile exists before assigning the carrier to the load.
• If your company charges a Dispatch Service fee, confirm the fee is set on the carrier profile.
• Have the customer rate, carrier rate, commodity details, and any dispatch notes ready.

New Load vs. Saved Load

When you are first building a load, the screen focuses on load entry. After you click Save, additional buttons and actions become available, such as Dispatch Report, BOL, invoice, copy load, map, tracking, attachments, and email options.

General Information

Use the top section of the New Load screen to set the starting load details.

• Load Status: Select the starting status for your workflow, such as Quote, Active, Booked, or another company-specific status.
• Dispatcher / Sales Rep: Assign the internal users responsible for the load.
• Order Date: Review the date the load is entered.
• Internal Ref #: Enter an optional searchable internal reference number.

Customer Section

Select the customer or bill-to company for the load. Customer details such as payment terms, contact information, notes, and default pricing may populate from the customer profile when those defaults are configured.

Pickup and Delivery Stops

Enter the pickup and delivery details for the first stop pair.

• Enter the pickup company name, address, contact information, date, time, and instructions.
• Enter the delivery company name, address, contact information, date, time, and instructions.
• Use the address or contact blind options when pickup or delivery information should be hidden from the carrier or driver.
• Use Add Stop when the load has more than one pickup or delivery.

Carrier Section

Select the carrier assigned to the load. In Dispatch Service accounts, the carrier is the outside carrier or owner-operator you dispatch for. If you need the carrier's driver information for Mobile Dispatch or the Driver Web App, confirm the driver contact details are available on the carrier profile or load.

• Enter or review the carrier rate.
• Enter driver cell, truck, trailer, equipment, and reference details when they apply.
• Review Dispatch Service fee behavior if your company charges a fee based on carrier setup.

Commodities and Accessorials

Use the Commodities and Accessorials table to enter the freight being moved and any additional charge rows. Rows can affect customer totals, carrier totals, payment advances, direct costs, and profit depending on the selected type and setup.

Notes

• Critical Notes to Driver: Important instructions that should appear for the driver on mobile dispatch or driver-facing documents.
• Dispatch Notes: Operational notes for the carrier or driver.
• Internal Notes: Notes intended for your team only.

Save the Load

1. Review the customer, stops, carrier, rates, commodities, and notes.
2. Click Save.
3. After saving, review the saved-load buttons and send the appropriate Dispatch Report or mobile dispatch option when ready.

Troubleshooting

• If a carrier does not appear, confirm the carrier profile is active and available in the Carrier tab.
• If a Dispatch Service fee is missing, review the Dispatch Fee setting on the carrier profile.
• If saved-load buttons are missing, save the load first and confirm required load details are complete.
• If a customer, stop, or carrier default did not populate, review the related customer or carrier profile.
• If the document label looks like a Rate Confirmation instead of a Dispatch Report, confirm the account is set up as a Dispatch Service workflow.

Related Articles

• Use the Load Screen to Build and Manage a Load
• Dispatch Report Overview for Dispatch Services
• Create a Multi-Stop Load
• Create an Invoice for Dispatch Service Fees
• Driver Web App with Mobile Dispatch