Use the My Loads Screen

Use the My Loads Screen

Use the My Loads Screen

The My Loads screen gives you a focused list of loads connected to your signed-in user profile. Use All Loads instead when you need to search or review the broader company workload (limited by your permissions and filters).

Load Manager load list filter options for My Loads and All Loads

Open and Search

  1. Select My Loads from the main load navigation.
  2. To search, enter a value in the search field. Searchable fields depend on your setup and may include load number, status, customer, PO number, BOL number, carrier or driver, pickup or delivery details, dispatcher, sales rep, and ship date.
  3. Select Exact Match if you only want exact matches, then select Search.
  4. Click a load row to open the full Load Screen.

Select Pin Search to keep the search text while you keep working. Clear the search field or turn off Pin Search to return to your normal list.

Filter and Sort

  • Filter by Status: Narrows the list by the statuses available to your user profile. Status names can differ by company. If expected statuses do not appear, ask an administrator to review your user profile and load status setup.
  • Filter Loads for the last ___ Days: Select it, enter the number of days, and let the screen refresh. Load Manager remembers this value in the browser.
  • Show (office): If your company uses offices and your role has access, use the Show dropdown to view all offices or one office. If you do not see it, your company may not use office filtering or your user may not have access.
  • Sort: Depending on your company's layout setting, click column headings or use the Sort By controls above the table (for example load status, load number, order date, pickup date, delivery date, customer, PO number, dispatcher, sales rep).

Columns

The columns on My Loads and All Loads are controlled by company configuration and user permissions, not by a personal layout button. Depending on setup, they may include Load #, Status, Customer, PO #, pickup and delivery dates and locations, Carrier or Driver, Dispatcher, Sales Rep, and customer or carrier/driver amounts (when your permissions allow pricing fields). Freight broker and dispatch service accounts see Carrier; carrier or trucking company accounts see Driver. If a column is missing, ask an administrator to review Settings > Configuration Options and your user role permissions.

Open or Create Loads

Click a load row to open the full Load Screen, where you can update the status, enter notes, manage stops, generate documents, and more, based on your permissions. Use Add New or Add Load to create a new load.

0Demo saved load screen opened from My Loads with load details masked

When My Loads Looks Empty

  • Clear search text: A pinned or active search may be limiting results.
  • Review the days filter and status filters: They may be hiding loads.
  • Check office filtering: The office dropdown may limit the list to one office.
  • Confirm the assignment: The load may not be assigned to your user profile.
  • Use All Loads or Advanced Search: If you have access, search more broadly to confirm the load exists.

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