FAQ
Show a Partial Customer Payment on an Invoice or Quote
Show a Partial Customer Payment on an Invoice or Quote 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 ...
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
Add Additional Company Information to Rate Confirmations Before You Use This Article Access needed: Freight broker setup in Load Manager, or the broker side of a company that also runs trucks. Use this article when: you broker freight under your own ...
Configure Load Status Update Emails
Configure Load Status Update Emails Before You Use This Article Access needed: Permission to connect or manage email settings for your Load Manager user or company. Use this article when: you are connecting or troubleshooting an email account used to ...
What to Do If You Forgot Your Company Code
What to Do If You Forgot Your Company Code Before You Use This Article Access needed: Load Manager login information for your company, such as company code, username, and password. Use this article when: you need to sign in, find the correct company ...
Reset Your TMS Software Login Credentials
Reset Your TMS Software Login Credentials Before You Use This Article Access needed: Load Manager login information for your company, such as company code, username, and password. Use this article when: you need to sign in, find the correct company ...
Log In to Load Manager TMS
Log In to Load Manager TMS 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, ...
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 most recent GPS update received by Load Manager. Before You ...
Understand Pricing and Profit Fields on the Load Screen
Understand Pricing and Profit Fields on the Load Screen 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, ...
Add Weight to a Load
Add Weight to 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 creating, updating, dispatching, documenting, importing, exporting, or ...
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? 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, ...
Create a Multi-Lane Customer Quote
Create a Multi-Lane Customer Quote 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, accounting, ...
QuickBooks Integration and Export Workflow
QuickBooks Integration and Export Workflow Before You Use This Article 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 this article when: your Load Manager ...
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. Use this article when a driver needs help adding a document from the mobile app. Before ...
EDI in Load Manager: What It Is and How to Get Started
EDI in Load Manager: What It Is and How to Get Started Before You Use This Article Access needed: EDI enabled on your Load Manager account. If you do not see the option, it may not be enabled for your account. Use this article when: your Load Manager ...
Delivered vs. Completed Load Statuses
Delivered vs. Completed Load Statuses 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, ...
Use Advanced Search to Find Loads
Use Advanced Search to Find Loads 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, ...
Set Up Bill From Companies
Set Up Bill From Companies 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 using this exact Load Manager feature and have the access listed ...
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 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 using this exact Load Manager feature and have the ...
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 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, ...
Run the 1099 Report in Load Manager
Run the 1099 Report in Load Manager 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, accounting, ...
Set a Driver Mobile App Password
Set a Driver Mobile App Password Before You Use This Article Access needed: Load Manager login information for your company, such as company code, username, and password. Use this article when: you are a carrier, owner-operator, or trucking company ...
How Load Manager Calculates Deadhead Miles
How Load Manager Calculates Deadhead Miles 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, ...
Deactivate or Delete a User Login
Deactivate or Delete a User Login Before You Use This Article Access needed: Load Manager login information for your company, such as company code, username, and password. Use this article when: you need to sign in, find the correct company code, or ...
Connect Microsoft 365 or Outlook Email to Load Manager
Connect Microsoft 365 or Outlook Email to Load Manager Before You Use This Article Access needed: Permission to connect or manage email settings for your Load Manager user or company. Use this article when: you are connecting or troubleshooting an ...
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 Before You Use This Article Access needed: Outside-carrier management in Load Manager. This is for companies that broker freight or dispatch for carrier customers. Use this article when: you are a freight broker or ...
Assign a Carrier or Driver to a Load
Assign a Carrier or Driver to 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 creating, updating, dispatching, documenting, ...
Understanding the All Loads Screen
Understanding the All Loads Screen 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, ...
Consolidated Invoice Layout
Consolidated Invoice Layout Before You Use This Article Access needed: Load Manager access to customer billing, consolidated invoices, or the Consolidated Invoice Queue. Use this article when: you need to understand the sections and fields shown on a ...
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 Before You Use This Article Access needed: Outside-carrier management in Load Manager. This is for companies that broker freight or dispatch for carrier customers. Use this article when: you are a ...
How Sales Commission Is Calculated
How Sales Commission Is Calculated 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 using this exact Load Manager feature and have the access ...
Connect a Yahoo Email Account to Load Manager
Connect a Yahoo Email Account to Load Manager Before You Use This Article Access needed: Permission to connect or manage email settings for your Load Manager user or company. Use this article when: you are connecting or troubleshooting an email ...
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