FAQ
Show a Partial Customer Payment on an Invoice or Quote
Use this workflow when a customer has already paid part of a load and you want the invoice or quote to show only the remaining balance due. In Load Manager, the partial payment is entered on the load as a Payment Advance in the Commodities and ...
Linked Profiles for Restricted Visibility
Use Linked Profiles when one person's loads are split across more than one employee profile in Load Manager. This lets a restricted user see loads assigned to their own employee profile and loads assigned to the employee profiles linked to them, ...
Add Additional Company Information to Rate Confirmations
[Audience: Freight Broker TMS - Admin Users] Add Additional Company Information to Rate Confirmations Use this setting when you want a short line of company information to print near the top of the carrier Rate Confirmation. Common examples include a ...
Configure Load Update Email Settings In Load Manager TMS
Configure Load Update Email Settings In Load Manager TMS This tutorial guides you through configuring the Load Update Email settings in Load Manager. 01 Login to your TMS You will learn how to access the relevant settings and update your company ...
Log In to Load Manager TMS
[Audience: All TMS Types] Log In to Load Manager TMS Use this article when you need to sign in to Load Manager TMS from the Load Manager website or from the link provided in your welcome email. Before You Start You need three pieces of login ...
Why is my Driver's GPS Location not Tracking?
Why is My Driver's GPS Location Not Tracking? This article provide information general troubleshooting information if you are experiencing issue with tracking. Check GPS Status in Load Manager TMS Go to All Loads>>GPS Tracking Switch to the "Load ...
Payrix a Factoring Alternative for Accepting Invoice Payments from Customers
Factoring Alternative Do you want to get paid in 1-2 days without the hassles of Factoring? Take advantage of Load Manager’s integrated payment platform. We have partnered with Payrix payment system to allow your customer to pay you directly from ...
How do I add wieght to a load?
Where to enter weight for a load To add a weight to a load in Load Manager TMS, go to the Load Screen or click Add Load to create a new load. Weight will be located in two places depending on your settings. Total Weight Field Enter the "weight" in ...
How much is your Carrier TMS?
Load Manager Carrier TMS is designed for Trucking Companies and Owner Operators in mind. For our most up to date pricing visit https://www.loadmanager.com/product/1-user-trucking-dispatch-software-monthly-cost-after-trial/
Is Your Load Manager Data Safe and Secure?
Is Your Load Manager Data Safe and Secure? [Audience: All TMS Types] Load Manager is designed to protect your company data while keeping your team connected to the loads, customers, carriers, drivers, documents, and accounting information they need ...
Create Multi-Lane Customer Quote
To create a customer quote for multiple lanes on a single quote follow these steps. 1) Create new commodity called LANE and enter an optional description with lane place holder and amounts as shown below. Note the highlighted place holder XX and 999 ...
QuickBooks Integration for TMS
What is QuickBooks Integration with your TMS? QuickBooks integration for Load Manager TMS is designed to streamline financial and accounting work for transportation and logistics businesses. Load Manager TMS helps manage freight operations, including ...
Carrier vs. Driver in Load Manager
Carrier vs. Driver in Load Manager [Audience: All TMS Types] Load Manager uses either carriers or drivers depending on the type of TMS account your company has. The terms are related, but they are not interchangeable. A freight broker or dispatch ...
How do I watch a demo or a walk-through of Load Manager TMS?
Check out our live demo shown above for Freight Broker TMS. Load Manager offers several TMS options dedicate to your business needs. Choose from Transporation Management Systems geared to: Freight Brokers Carriers Owner Operators Small Businesses ...
How to check on loads that are not in compliance with the EDI 214 location updates using Logs
When using EDI 214 to communicate load tracking, there may be instances where you need to review the performance of the EDI 214 connection for specific loads arise. Often this is used to confirm compliance and viabilty. Load Manager TMS provide ...
Delivered status vs Completed
Q: What is the difference between completing and delivering a load in the system? A: DELIVERED just means the cargo was delivered to its final destination. COMPLETED means that all other operational tasks that happen after a load is delivered are ...
Settings>> Bill From Companies
Load Manager TMS now supports multiple company profiles for each of your companies- whether different company divisions, DBA or business name, you can now upload a different logo and contact information for each profile. When building a load select ...
Turn On Location Permissions for Driver GPS Tracking
Turn On Location Permissions for Driver GPS Tracking [Audience: External Drivers, Carrier Drivers, Dispatchers, and Admin Users] Use this article when a driver's phone is not sharing GPS location with Load Manager, the Driver Web App, or the Locate ...
Reports >> 1099
Load Manager offer a reporting feature that is designed to create 1099s for your carriers or drivers. Using the information entered in your TMS this report will generate: 1099 forms as a PDF CSV spreadsheet listing 1099 data Check with your tax ...
Deactivate or Delete a User Login
[Audience: All TMS Types] Deactivate or Delete a User Login Use this article when a user should no longer have access to Load Manager TMS. In most cases, you should make the user Inactive instead of deleting the user. Why Deactivation Is Usually ...
Connect your Outlook email to Load Manager TMS
Connecting your Outlook email to Load Manager TMS This articles shows you how to connect your outlook email, managed by Microsoft or GoDaddy to Load Manager TMS. Doing this enable you to send emails from Load Manager TMS. Perferred Setup Log in to ...
How to use Direct Cost to Calculate Accurate Profits for a Load
Load Manager offers a great way to keep track of load expenses that do not directly effect the customer, carrier, or driver pay, but do cut into your bottom line. We call this DIRECT COST Turn ON Direct Cost in your TMS 1. To activate Direct Cost ...
Assign a Carrier or Driver to a Load
Assign a Carrier or Driver to a Load [Audience: Dispatchers, Operations Users, and Admin Users - All TMS Types] Use the assignment section on the Load Screen to choose who will move the freight. The wording and workflow depend on your TMS type: ...
Understanding the All Loads Screen
Understanding the All Loads Screen [Audience: All TMS Types] The All Loads screen gives you a company-wide view of loads in Load Manager. Use it when you need to find a load, review team activity, check load status, or open a load record that may not ...
How do I add letters to my load numbers?
Some you may receive different order or reference numbers from you customer that you are not sure where to put them in your Load Manager Load screen. Load Manager offers 4 custom fields designed for these reference numbers based on their purpose: ...
How do I Onboard a Carrier with Load Manager?
Load Manager now offer Carrier Onboarding directly integrated in Load Manager TMS. We recommend adding Carrier Lookout with Carrier Onboarding with Zoho-Sign for a complete digital carrier onboarding experience. Ask a support team member about it ...
How is the commission calculated?
How is the commission calculated? The commission percentage is calculated off of the total profit. To set up a commission. Log on to your Load Manager TMS Go to the Users Tab Click on the user name that you want to set a commission for Set ...
How to set up a Yahoo email with Load Manager TMS
Load Manager TMS will integrate directly with your Yahoo email to send load reports, electronic dispatch and other reports directly from Load Manager platform. To connect your Yahoo email with Load Manager you will need to create an App password. ...
Carrier Basic Scores Explained
Load Manager TMS software offers a carrier insurance and data tracking via Carrier Lookout as reported by the FMCSA. One of these features is Carrier Basic Score and Statistics. Here is an explanation of CSA Safety Measurement System and CSA BASIC ...
Find Your Company Code and Username
[Audience: All TMS Types] Find Your Company Code and Username Load Manager displays the company code and username for your current session at the top of the page. This is the easiest way to confirm which account and user login you are currently ...
Reports >> Dashboard Overview
Use the Reports Dashboard [Audience: All TMS Types] The Dashboard gives you a quick view of company performance from the Reports menu. You can review sales, profit, profit percentage, load count, and activity by date range, status range, customer, ...
How much does it cost to integrate with Project 44, aka P44?
Integrating Project 44 with your customer's account requires an intial setup plus onging training and support. The setup cost is $150 for your first customer and $75 for each customer thereafter. The monthly cost $50 for the first customer and $25 ...
Load Manager Integration QuickBooks Online
Load Manager integrates with QuickBooks Desktop and QuickBooks Online. This Article will cover: How to Link QuickBooks with Load Manager How to Export Bills and Invoices to QuickBooks How to Undo the history of an Export to QuickBooks from Load ...
How to Assign Carrier Drivers a specific Truck, Trailer or Equipment
Load Manager now has the feature where you can assign trucks, trailers, or other equipment to carrier drivers. Go to the Carrier Tab and click on the Carrier you wish to add a driver. truck, trailer or other equipment too. Scroll down to to the ...
Can I change what a load status is called? Like changing Loaded/Unloaded to just Loaded?
With Load Manager you can custom and create your own load status. Change Unloaded/Loaded to just Loaded. Change Paid to Customer Paid. Create a status called Received. You're in control! To custom your loa d status name. please follow the ...
All Loads >> Commodity Type Overview
Use Commodities and Accessorials Types to create the reusable items that appear in the Commodities and Accessorials table on a load. These types help your team record cargo, accessorial charges, payment advances, direct costs, and fees consistently ...
Import Customers, Leads, and Stops from CSV in Load Manager
You can import customer, lead, and stop records into Load Manager using the CSV import option on the Customers screen. The import area includes a customer sample CSV file. Download and use that sample file first so your upload follows the format Load ...
How do I delete customers?
To delete customers from Load Manager log in to your Load Manager TMS and navigate to the Customer Tab. Select the customers you wish to delete. Or Select All by click on the the first check box Next click on the button. A text box will appear ...
Settings >> Load Status Overview
With Load Manager you can customize your Load Status Options: Allows drivers to update the loads progress automatically with real time status updates to keep your dispatch team informed. Dispatcher can now track load status updates at a glance ...
Customer Information Page Overview - Stops
The Customer Information page or Customer Profile located in the Customer Tab offer you the ability to list multiple Stops for a single customer. To get started: Go to the Customer Information page for the customer you wish to add a stop to. Click ...
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