Load Status Overview

Load Status Overview

Load Status Overview

Load statuses help your team track where each load is in your workflow. In Load Manager, an administrator can customize status names, colors, filters, mobile visibility, and email update behavior.

What Load Status Settings Control

  • How statuses appear on the My Loads and All Loads screens.
  • Which statuses appear in status filters.
  • Whether users must move loads through statuses in order.
  • Which statuses drivers can select from the mobile web app.
  • Whether Load Manager sends automatic update emails when a load reaches a status.

Load Status settings overview

Open Load Status Settings

  1. Go to Settings.
  2. Select Load Status.
  3. Review the status row you want to update.
  4. Make your changes, then click Save.

Change the Status Color

The color setting controls how the status appears on the My Loads and All Loads screens. Use clear, consistent colors so dispatchers can scan load progress quickly.

  1. Click the color button for the status.
  2. Select the color you want to use.
  3. Click Save.

Status color selection

Change the Status Description

The description field controls the name your team sees for the status in your TMS. If you rename a status, keep the meaning clear so users still understand where the load is in the workflow.

The original status category, such as Active, Booked, Dispatched, Delivered, or Completed, may still be used in help articles and internal workflow logic. Rename statuses carefully.

Load status description field

Show or Hide a Status in Load Filters

The filter option controls whether the status appears in the Show Status Filter on the My Loads and All Loads screens.

  • Check the box to allow users to filter by this status.
  • Clear the box to remove this status from the filter list.
  • Click Save after changing the setting.

Status filter on My Loads and All Loads

Filter setting for load status

Force the Next Load Status

Use Force Next Load Status when loads should move through the status list in order. For example, if a load is currently in the first status, users may only be able to move it to the next status instead of skipping ahead.

  • Check the box to require the next status in the sequence.
  • Clear the box to allow users to choose from other available statuses.
  • Click Save.

Force Next Load Status setting

Save Force Next Load Status setting

Allow the Status on the Mobile Web App

Use Allowed on Mobile Web App when drivers should be able to update a load to this status from the Driver Web Mobile App.

  • Check the box to show the status to drivers in the mobile web app.
  • Clear the box to keep the status off the mobile web app.
  • Click Save.

Allowed on Mobile Web App setting

Send Emails When a Load Reaches a Status

The email option can send automatic load status update emails when a load reaches the selected status. You can also send an update manually from the load screen with the update email option.

Manual update email button on load screen

  • Check the email option for the status to enable automatic status update emails.
  • Clear the option if no automatic email should be sent for that status.
  • Click Save.

Email option for load status

Set Default Status Update Email Text

Default recipients and message text are managed from Configuration Options.

  1. Go to Settings.
  2. Select Configuration Options.
  3. Find Default Emails For Load Status Updates.
  4. Set the default recipients and email text.
  5. Click Save.

Default emails for load status updates setting

If you manually change the email recipients while sending an update from a load, Load Manager may use those changes for automatic status update emails for that load only.

Related Articles