Load Manager Help Manual and Article Index

Before You Use This Article

• Access needed: Load Manager login and permission to use this screen, report, setting, or workflow.
• Use this article when: you are creating, updating, dispatching, documenting, importing, exporting, or tracking a load in Load Manager.
• Use a different article when: you need the company-specific dispatch document instead; brokers should use Rate Confirmation Layout and Features, dispatch services should use Dispatch Report Overview for Dispatch Services, and trucking companies should use Dispatch Report Overview for Carriers and Trucking Companies. For full setup order, start with Freight Brokers, Carriers, Owner-Operators, and Trucking Companies, or Dispatch Services.

Use this manual index as a starting point when you are looking for Load Manager help articles by topic. Some workflows apply to all Load Manager setups, while others depend on whether your account is set up for freight brokerage, dispatch service, carrier/trucking operations, broker and carrier operations, or Premium features.

Start Here

Use this quick-start path when you are setting up Load Manager for the first time or following along after onboarding training. Choose the business model that matches your company first, then set up the company-wide basics, create one complete test load, and turn on the Premium or add-on features your company actually uses.

Screen cue: begin setup with company identity, logo, and account defaults before moving into users, customers, carriers, and loads.

1. Choose your setup path: Choose the Right Load Manager Articles for Your TMS Setup
2. Start with the overview: Getting Started with Load Manager TMS
3. Set company identity and document basics: Set Up Company Info and Logo in Load Manager and Document Configuration for BOLs, Rate Confirmations, Quotes, and Invoices
4. Add users and permissions: Add Your Team: Users, Roles, and Permissions
5. Review company-wide defaults: Configuration Options Overview
6. Connect email for users who send documents: Set Up and Connect Email in Load Manager
7. Add the records used on loads: Add Customers to Load Manager and Add Carriers to Your Network
8. Create and review one test load: Create Your First Load in Load Manager
9. Turn on Premium or optional integrations: Carrier Lookout, Onboard Carrier, Text Dispatch, Load Board Integrations, and Locate My Freight GPS Tracking
10. Use the daily workflow checklist: Your Daily Workflow in Load Manager

Loads

Screen cue: use the Loads section to move from setup articles into the day-to-day load workflow: create, assign, dispatch, document, invoice, and track.

• Understanding the All Loads Screen
• Load Screen Overview
• Load Status Overview

Customers

• Customer Profile: Setup, Billing, and EDI Options
• Customer Information Page Overview: Stops
• Email a Customer or Shipper Packet as an Attachment

Carriers and Drivers

• Assign a Carrier or Driver on a Load
• Add Equipment Types for Carriers, Drivers, and Loads
• Driver Web App with Mobile Dispatch

Accounting and Reports

• Reports Overview: Available Report Tabs
• Accounting Screen: Customer Inquiry, Open Invoices, and Year-End Setup
• Consolidated Invoices

Settings

• Configuration Options Overview
• Customize Load Status Options in Load Manager
• Set Up and Connect Email in Load Manager

Premium and Add-Ons

• Review Carrier Safety Data with Carrier Lookout
• Set Up and Use Onboard Carrier in Load Manager
• Use Text Dispatch in Load Manager
• Set Up Load Board Integrations in Load Manager
• Set Up Locate My Freight GPS Tracking

If You Cannot Find an Article

If you cannot find the article you need, use the Help Center search or contact Load Manager support. Include your company code, the screen you are working on, and what you are trying to do.

Related Articles

• Choose the Right Load Manager Articles for Your TMS Setup
• Getting Started with Load Manager TMS
• Your Daily Workflow in Load Manager