Load Status Overview
Load Status Overview
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.
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.
Open Load Status Settings
- Go to Settings.
- Select Load Status.
- Review the status row you want to update.
- 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.
- Click the color button for the status.
- Select the color you want to use.
- Click Save.
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.
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.
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.
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.
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.
- 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.
Set Default Status Update Email Text
Default recipients and message text are managed from Configuration Options.
- Go to Settings.
- Select Configuration Options.
- Find Default Emails For Load Status Updates.
- Set the default recipients and email text.
- Click Save.
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.