FAQ
Show a Partial Customer Payment on an Invoice or Quote
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 ...
Linked Profiles for Restricted Visibility
Use Linked Profiles when one person's loads are split across more than one employee profile. A restricted user can then see loads assigned to their own employee profile and to the profiles linked to them, without getting unrestricted company-wide ...
Add Additional Company Information to Rate Confirmations
Add Additional Company Information to Rate Confirmations Access needed: Freight broker setup in Load Manager, or the broker side of a company that also runs trucks. Applies to Freight Broker accounts or companies using the broker side of Load ...
Configure Load Status Update Emails
Configure Load Status Update Emails Access needed: Permission to connect or manage email settings for your Load Manager user or company. Load status update emails let Load Manager send an email when a load reaches a selected load status. Use this ...
What to Do If You Forgot Your Company Code
What to Do If You Forgot Your Company Code Access needed: Load Manager login information for your company, such as company code, username, and password. Use this article when you are trying to log in to Load Manager but do not remember your company ...
Reset Your TMS Software Login Credentials
Reset Your TMS Software Login Credentials Access needed: Load Manager login information for your company, such as company code, username, and password. Use this article when you cannot sign in to Load Manager because you forgot your company code, ...
Log In to Load Manager TMS
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 information: Company Code: The ...
Why Is My Driver's GPS Location Not Tracking?
Why Is My Driver's GPS Location Not Tracking? Use this article when a dispatched driver's GPS location is not updating in Load Manager. GPS tracking depends on the dispatch method, the driver's phone settings, the load status, and the latest GPS ...
Understand Pricing and Profit Fields on the Load Screen
Understand Pricing and Profit Fields on the Load Screen Use the pricing area on the Load Screen to see what the customer is charged, what the carrier or driver is paid, and how Load Manager calculates profit. The fields you see depend on your TMS ...
Add Weight to a Load
Add Weight to a Load Use this article when you need to enter the weight for a load in Load Manager TMS. Weight can be entered as an overall load value, and, when enabled in settings, it can also be entered by commodity row in the Commodities and ...
How Much Is the Carrier TMS?
How Much Is the Carrier TMS? Before You Use This Article Access needed: Carrier/trucking setup in Load Manager, including driver, equipment, driver settlement, or driver/mobile dispatch access. Use this article when: you are a carrier, ...
Is Your Load Manager Data Safe and Secure?
Is Your Load Manager Data Safe and Secure? 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 to manage daily operations. ...
Create a Multi-Lane Customer Quote
Create a Multi-Lane Customer Quote Use this workflow when one customer quote should show several lane options or lane charges on the same PDF. Each quoted lane is entered as a separate row in the Commodities and Accessorials table, and the quote ...
QuickBooks Integration and Export Workflow
QuickBooks Integration and Export Workflow Access needed: QuickBooks enabled on your Load Manager account. If you do not see the option, it may not be enabled for your account. Use QuickBooks Integration to move Load Manager invoice and bill ...
Watch a Load Manager Demo or Walk-Through
Watch a Load Manager Demo or Walk-Through 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, ...
Check EDI 214 Location Update Compliance in Logs
Use the EDI 214 Location Updates log to review shipment update activity for EDI-enabled loads. This is helpful when a customer requires EDI 214 updates and you need to confirm whether updates are being recorded for a load. Open the EDI 214 Location ...
Upload a Document in the Locate My Freight Mobile App
Drivers can use the Locate My Freight mobile app to upload load documents, proof of delivery files, BOL photos, and other load-related images from their phone. Requirements: the load must be sent to the driver using the Mobile App dispatch option; ...
EDI in Load Manager: What It Is and How to Get Started
EDI in Load Manager: What It Is and How to Get Started Access needed: EDI enabled on your Load Manager account. If you do not see the option, it may not be enabled for your account. EDI must be enabled for your account. EDI, or Electronic Data ...
Delivered vs. Completed Load Statuses
Delivered vs. Completed Load Statuses Use Delivered when the freight has reached the final delivery location. Use Completed when the load is fully closed out in your office workflow and should no longer be treated as active work. This article applies ...
Use Advanced Search to Find Loads
Use Advanced Search to Find Loads Use Advanced Search when the regular My Loads or All Loads search returns too many results, or when you need to search one specific load field. After you search, Load Manager returns you to the load list with the ...
Set Up Bill From Companies
Set Up Bill From Companies Use Bill From Companies when your business needs more than one billing identity, such as a division, DBA, branch, or related company. Each Bill From Company can have its own label, company name, logo, email, address, and ...
Turn On Location Permissions for Driver GPS Tracking
Use this article when a driver's phone is not sharing GPS location with Load Manager, the Driver Web App, or the Locate My Freight mobile app. The exact menu names can vary by phone model and software version, but the driver usually needs to allow ...
Set Up Commodity and Accessorial Types
Set Up Commodity and Accessorial Types Use Commodities and Accessorials Types to create the reusable items that appear in the Commodities and Accessorials table on a load. Create a Type Go to All Loads >> Commodity Type. Click Add New. Enter the Code ...
Add a PDF Attachment to a Rate Confirmation or Dispatch Report
Use this article when you want Load Manager to add a standard PDF as the last page of the carrier-facing load document. Freight Broker TMS accounts usually call this document a Rate Confirmation. Dispatch Service TMS accounts may use a Dispatch ...
Open a New Accounting Year
Use Open New Year when your accounting team is ready to begin posting accounting activity for a new year in Load Manager. This is an accounting setup action and should be handled carefully. Before You Start Confirm your team is ready to move into the ...
Driver Web App with Mobile Dispatch
Driver Web App with Mobile Dispatch The Driver Web App sends dispatch details to a driver through a phone browser link. The driver does not need to download an app. From the link, the driver can review the load, share GPS location, upload documents, ...
Run the 1099 Report in Load Manager
Run the 1099 Report in Load Manager Use the 1099 report to review and export 1099 information for carriers or drivers paid through Load Manager. Freight Broker and Dispatch Service accounts typically use this report for carrier payees. Carrier and ...
Set a Driver Mobile App Password
Set a Driver Mobile App Password Access needed: Load Manager login information for your company, such as company code, username, and password. Applies to carrier, owner-operator, and trucking company accounts. Use this article when a driver needs a ...
How Load Manager Calculates Deadhead Miles
How Load Manager Calculates Deadhead Miles Deadhead miles are the empty miles before a pickup. Load Manager can calculate them automatically from prior load activity, calculate them from a starting address, or let you enter them manually to override ...
Deactivate or Delete a User Login
Deactivate or Delete a User Login Access needed: Load Manager login information for your company, such as company code, username, and password. Use this article when a user should no longer have access to Load Manager TMS. In most cases, you should ...
Connect Microsoft 365 or Outlook Email to Load Manager
Connect Microsoft 365 or Outlook Email to Load Manager Access needed: Permission to connect or manage email settings for your Load Manager user or company. Use this article to connect a Microsoft 365, Office 365, Outlook, or GoDaddy-hosted Microsoft ...
Use Direct Cost to Track Load Profitability
Use Direct Cost when you need to record an expense tied to a specific load that should reduce your internal profit, but should not be billed to the customer or paid to the carrier or driver. Common examples include a lumper fee your company absorbs, ...
Add a Driver to a Carrier Profile
Add a Driver to a Carrier Profile Access needed: Outside-carrier management in Load Manager. This is for companies that broker freight or dispatch for carrier customers. Applies to freight broker and dispatch service accounts that manage outside ...
Assign a Carrier or Driver to a Load
Assign a Carrier or Driver to a Load Use the assignment section on the Load Screen to choose who will move the freight. The wording and workflow depend on your TMS type: Freight Brokers and Dispatch Services assign carriers, while Carrier or Trucking ...
Understanding the All Loads Screen
Understanding the All Loads Screen The All Loads screen gives you a company-wide view of loads. Use it to find a load, review team activity, check status, or open a load that is not assigned to you. Open it from the All Loads tab in the main ...
Consolidated Invoice Layout
Consolidated Invoice Layout Access needed: Load Manager access to customer billing, consolidated invoices, or the Consolidated Invoice Queue. A consolidated invoice combines multiple loads for the same customer into one billing document. This article ...
Where to Enter Customer Reference Numbers on a Load
Where to Enter Customer Reference Numbers on a Load 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 working with billing, customer records, ...
Carrier Onboarding in Load Manager: Start Here
Carrier Onboarding in Load Manager: Start Here Access needed: Outside-carrier management in Load Manager. This is for companies that broker freight or dispatch for carrier customers. Applies to freight broker and dispatch service accounts that manage ...
How Sales Commission Is Calculated
How Sales Commission Is Calculated Use this article when you need to understand why a sales commission amount appears the way it does on a Load Manager commission report. Percentage-based commission is generally based on load profit or margin, not ...
Connect a Yahoo Email Account to Load Manager
Connect a Yahoo Email Account to Load Manager Access needed: Permission to connect or manage email settings for your Load Manager user or company. Use this article when you want Load Manager to send emails through a Yahoo Mail account. This setup is ...
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