Saved Load Screen Overview for Dispatch Services

Saved Load Screen Overview for Dispatch Services

Saved Load Screen Overview for Dispatch Services

Before You Use This Article

After a load is saved, additional tools appear on the Load Screen. Use this article to understand the main areas of a saved load, where to update load details, and which buttons are available during dispatch and billing.

Saved load screen buttons for Dispatch Report, mobile dispatch, BOL, invoice, copy load, and map

What Changes After a Load Is Saved

A saved load has a Load # and may show additional buttons, document options, email tools, attachment tools, and navigation arrows. Most load details remain editable as long as the load is not locked by permissions, accounting exports, or another user editing the same load.

Top-of-Screen Tools

The top of the saved load is used for quick actions and document access.

  • Email Updates: Opens email update options for the load.
  • Attach Files: Lets you add or view load attachments.
  • Load #: Shows the saved Load Manager load number.
  • Dispatch Report: Opens the carrier-facing Dispatch Report used by Dispatch Service accounts.
  • Mobile Dispatch / Driver Web App: Opens the mobile or web dispatch workflow when available.
  • B.O.L. Report: Opens the Bill of Lading report.
  • Quote: Opens the customer quote.
  • Google Map: Opens map information for the load route.
  • Copy Load: Creates a copy of the current load when you need a similar load.
  • Save / Save & Exit: Saves changes to the load.

Update Status and Dates

Use the top left section to update the load's workflow status and key dates.

  1. Open the saved load.
  2. Update Status when the load moves to the next stage of your workflow.
  3. Review or update the Order Date and Invoice Date when needed.
  4. Click Save.

Status changes may affect reporting, dispatch workflow, and customer or carrier communication depending on your company setup.

Review Notes and Internal Details

The saved load can include public notes, internal dispatch notes, critical notes for the driver, and carrier or driver-facing notes for the Dispatch Report. Enter notes in the correct field so they appear in the intended workflow or document.

  • Notes - Public: General notes visible in the load record.
  • Internal Dispatch Notes: Internal notes for your team.
  • Critical Notes to Driver: Important instructions for the driver.
  • Carrier or Driver Notes for Dispatch Report: Notes that can appear on the carrier-facing dispatch document.

Bill To and Stop Sections

The Bill To section controls the customer billing information, including the payer, PO#, BOL#, contact details, notes, and export checkboxes. The stop sections control pickup and delivery information.

Bill To customer section on a saved Load Manager load

  1. Review the Bill To customer and contact details.
  2. Enter customer reference numbers such as PO# or BOL# when needed.
  3. Review each pickup and delivery stop.
  4. Update appointment dates, times, instructions, and reference numbers.
  5. Click Save.

Carrier, Rates, and Commodities

The carrier section stores carrier assignment, driver details, equipment, miles, received/paid amounts, and related carrier fields. In Dispatch Service accounts, the carrier is the outside carrier or owner-operator you dispatch for. The Commodities and Accessorials table stores the rows that feed the customer and carrier totals.

Carrier assignment section on a saved Load Manager load

  1. Choose or update the carrier.
  2. Enter driver, truck, trailer, container, equipment, and reference details as needed.
  3. Review rate fields, paid fields, and miles fields.
  4. Add or edit commodity and accessorial rows.
  5. Click Save.

Delete a Load

A saved load may show a delete option near the top of the screen. Use this carefully. Deleted loads may not be recoverable, and the option may be hidden or restricted based on your company settings or user permissions.

Troubleshooting

  • A field is disabled: The load may be locked by permissions, accounting export status, EDI status, or another user editing the load.
  • A document button is missing: The button may depend on the load status, company setup, or user permissions.
  • Totals do not look right: Review the flat rate, accessorial rows, miles charge, advance payment, direct cost, dispatch service fee, and carrier pay rows.
  • Changes did not stay: Confirm you clicked Save or Save & Exit before leaving the load.

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