Rate Confirmation Explained

Rate Confirmation Layout and Features

Rate Confirmation Layout and Features

Use the Rate Confirmation to send the assigned carrier the load details, carrier pay, notes, and carrier terms for a freight-brokered load. Open it as a PDF, email it as a PDF, or send an electronic Rate Confirmation for the carrier to review and sign.

TMS Type Carrier or Driver Workflow Report to Use
Freight Broker Select the outside carrier on the load. A carrier driver may be stored as a carrier contact. Rate Confirmation
Dispatch Service Select the carrier on the load and manage the dispatch service fee when applicable. Dispatch Report
Carrier / Trucking Company Select your company driver from the Driver area of the load. Dispatch Report

Use the Rate Confirmation after the load is saved, the carrier is assigned, and the carrier rate information is reviewed.

Rate Confirmation Settings

Admin users can review these in Settings >> Configuration Options:

  • Rate Confirmation format: The report layout used for the PDF.
  • Rate Con Last Page: Adds a saved final page to the PDF.
  • Carrier Terms: Prints terms and instructions at the end of the report.
  • Rate Con Default Email Text: Default message when sending the PDF.
  • Electronic Rate Con Default Email Text: Default message when sending the electronic link.
  • Rate Con / E-Dispatch Prompt Options: Whether Load Manager updates, or prompts you to update, the load to Dispatched after the workflow is completed.

Rate Confirmation settings in Configuration Options

Open the Rate Confirmation on a Load

  1. Open the saved load from My Loads, All Loads, or the load search screen.
  2. Confirm the carrier is assigned.
  3. Review the stops, carrier rate, accessorials, notes, and carrier terms.
  4. Click Rate Con to open the PDF.
  5. Click the envelope icon beside Rate Con to email it.

Rate Con button on a saved load

Commodity and Accessorial Rows

Enter cargo details, accessorials, payments, or other charge rows in the Commodities and Accessorials table. A row prints on the Rate Confirmation only if it has a carrier amount or weight. After you change a row, save the load and reopen the PDF.

Commodities and Accessorials table on the load screen

Totals, Notes, and Terms

The carrier total comes from the carrier amounts on the load:

  • Flat Rate: The carrier flat rate.
  • Flat Miles Charge: The carrier miles charge, when used.
  • Accessorials: Carrier-facing accessorial or commodity charges.
  • Payments: Payment Advance rows. These reduce the carrier total.

Critical Notes print highlighted. Carrier Notes print below the totals. Dispatch Terms & Instructions print from the carrier terms for the load.

Totals notes and terms on a Rate Confirmation PDF

Terms can come from a carrier-specific terms field or a Bill From Company terms field. If the terms are wrong, review the carrier profile, Bill From Company, and Configuration Options.

Send Options

  • Open PDF: Click Rate Con to view, download, or print.
  • Email PDF only: Click the envelope icon and choose the PDF-only option.
  • Electronic Rate Confirmation: Click the envelope icon and choose the electronic option. The carrier opens a link, reviews details, and signs electronically.
  • Mobile Rate Con / Mobile Dispatch: Use when you send load details by mobile app or web app.

Envelope icon beside the Rate Con button

Electronic Rate Confirmation email option

Electronic Rate Confirmation

The carrier gets a link. They can review the load, enter or confirm driver, truck, trailer, and reference details when prompted, and sign.

After the carrier submits, Load Manager records the signature details, updates the load with the submitted driver or equipment details, adds a dispatch note, and saves a signed Rate Confirmation PDF to the load files.

Signed Rate Confirmation attached to the load

Troubleshooting

  • The button says Dispatch Report instead of Rate Con: Check the company TMS type and whether the load uses a dispatch fee workflow.
  • The dollar amount is missing: Review the Rate Confirmation settings and carrier report settings for carrier dollar amounts.
  • A commodity or accessorial is missing: Check that the row has a carrier amount or weight. Save the load and reopen the report.
  • The stop details are incomplete: Review the stop name, address, city, state, ZIP/postal code, date, time, and instructions on the load.
  • The wrong terms appear: Review carrier-specific terms, Bill From Company terms, and the default Carrier Terms.
  • The email recipient is missing: Contacts who should receive Rate Confirmation emails need the correct email settings on the carrier record.
  • Email does not send: Check the sending user's email setup and that the email account is validated.
  • The signed electronic Rate Confirmation is not attached: Confirm the carrier completed the link and submitted the signature.

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