FAQ
Carrier BASIC Scores Explained
Carrier BASIC Scores Explained 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 ...
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 using. Where to Find It Screen cue: the Code/User value appears in ...
Use the Reports Dashboard
Use the Reports Dashboard 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, carrier or driver, ...
Project44 Integration Pricing and Setup
Project44 Integration Pricing and Setup Access needed: Project44 enabled on your Load Manager account. If you do not see the option, it may not be enabled for your account. Applies to Freight Broker and Dispatch Service accounts. Project44 ...
Assign Trucks, Trailers, Equipment, and Driver Contacts on a Carrier Profile
Assign Trucks, Trailers, Equipment, and Driver Contacts on 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 ...
Rename a Load Status in Load Manager
Rename a Load Status in Load Manager Yes. You can rename the customer-facing description of a load status in Load Manager. For example, you can change Loaded/Unloaded to Loaded, change Paid to Customer Paid, or use another status name that matches ...
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 ...
Import Customers, Leads, and Stops from a CSV File
Import Customers, Leads, and Stops from a CSV File Use this article to add multiple customer, lead, or stop records at one time from the Customers screen. This import is for customer-related records only. Loads, carriers, drivers, and equipment are ...
Delete or Make a Customer Inactive
Delete or Make a Customer Inactive Use this article when you need to clean up customer records in Load Manager. In most cases, the best option is to make a customer Inactive instead of deleting it. Inactive customers are kept for history, but they ...
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 ...
Customer Information Page Overview: Stops
Use the Stops area on a customer profile to save repeat pickup and delivery locations for that customer. Saved stops make load entry faster because users can search for the stop name on the load screen and pull in the saved address, contact, phone, ...
DAT Equipment Codes Reference
DAT Equipment Codes Reference Access needed: DAT Load Board enabled on your Load Manager account. If you do not see the option, it may not be enabled for your account. Applies to Freight Broker and Dispatch Service accounts. DAT uses equipment type ...
Generate a Bill of Lading (BOL)
Generate a Bill of Lading (BOL) Load Manager can generate a Bill of Lading (BOL) from the information saved on the load. The BOL can include company information, pickup and delivery stops, BOL number, PO number, commodity details, weights, classes, ...
Rate Confirmation Layout and Features
Rate Confirmation Layout and Features Use the Rate Confirmation to send the assigned carrier the load details, carrier pay, notes, and carrier terms for a freight-brokered load. Open it as a PDF, email it as a PDF, or send an electronic Rate ...
Show the Carrier or Driver Column on My Loads and All Loads
Show the Carrier or Driver Column on My Loads and All Loads Use this setting when you want the carrier or driver name to appear as a column on the My Loads or All Loads screen without having to search for a specific carrier first. What This Setting ...
Track Loads with MacroPoint in Load Manager
Track Loads with MacroPoint in Load Manager Access needed: MacroPoint enabled on your Load Manager account. If you do not see the option, it may not be enabled for your account. Applies to Freight Broker and Dispatch Service accounts. MacroPoint lets ...
Set Up MacroPoint in Load Manager
Set Up MacroPoint in Load Manager Access needed: MacroPoint enabled on your Load Manager account. If you do not see the option, it may not be enabled for your account. Applies to Freight Broker and Dispatch Service accounts. MacroPoint is an optional ...
Direct Freight Equipment Codes
Direct Freight Equipment Codes 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, ...
Bulk Delete Loads
Bulk Delete Loads Load Manager allows authorized users to delete multiple loads at one time. Use this feature carefully. Deleted loads cannot be restored, even by Load Manager support. Before You Delete Loads Only delete loads that your company is ...
Add Trucks, Trailers, or Equipment to a Carrier Profile
Add Trucks, Trailers, or Equipment 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 ...
Create an Invoice for Dispatch Service Fees
Create an Invoice for Dispatch Service Fees Access needed: Dispatch service setup in Load Manager, including dispatch-service fees or carrier-customer workflows. Applies to Dispatch Service accounts. Dispatch service providers can use Load Manager ...
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 deadhead miles automatically from prior load activity, calculate them from a starting address, or let you enter the miles ...
Export IFTA Mileage Data
Use the IFTA export to gather mileage, truck, jurisdiction, and fuel information for your IFTA review. Load Manager provides the export data; your company is still responsible for reviewing the results and filing the official IFTA return. Before You ...
Use Carrier Lane Search to Find Carriers for a Load
Use Carrier Lane Search to Find Carriers for a Load 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 ...
Change or Enter a Load Number
Change or Enter a Load Number Load Manager normally assigns load numbers automatically. If your company needs to enter a specific number, continue an existing sequence, or correct a load number, an administrator can turn on manual load number entry ...
Change Payment Terms on a Customer Invoice or Quote
Change Payment Terms on a Customer Invoice or Quote Use this article when the Terms shown on a customer invoice or quote need to be changed from the default wording, such as Due Upon Receipt, to your preferred terms, such as Net 15 or Net 30. Payment ...
Use the Load Manager CRM
Use the Load Manager CRM Use the built-in CRM to track customer and carrier conversations, call notes, follow-up tasks, and callback reminders in one shared history. Freight Broker and Dispatch Service accounts can use CRM activity on customer and ...
Add a Pickup or Delivery Stop to an Existing Load
Add a Pickup or Delivery Stop to an Existing Load Use this article when a load already exists and you need to add another pickup, delivery, or stop-level carrier/driver assignment, such as an added pickup, a transfer point, a warehouse stop, or a ...
Create a Multi-Stop Load
Create a Multi-Stop Load Use a multi-stop load when one shipment has more than one pickup, more than one delivery, or a route that needs to be tracked in separate stop sections. The wording on the load can vary by account type. Freight Broker and ...
Fix Load Miles That Are Not Calculating Automatically
Fix Load Miles That Are Not Calculating Automatically Load Manager can calculate miles from the pickup and delivery addresses entered on the load. If the miles are missing, show as zero, or do not update after an address change, use the steps below. ...
Troubleshoot a "Connection Isn't Private" Warning on the Login Page
Troubleshoot a "Connection Isn't Private" Warning on the Login Page Access needed: Load Manager login information for your company, such as company code, username, and password. Use this article if your browser shows a message such as "Your ...
Use My Carrier Packets with Load Manager
Use this article when your company has the optional My Carrier Packets integration and wants to start or review a carrier's My Carrier Packets onboarding from a Load Manager carrier profile. My Carrier Packets is separate from Load Manager's built-in ...
Set or Change Currency on a Load, Invoice, or Quote
Use this article when a load, customer invoice, or quote needs to show a currency such as USD or CAD. In Load Manager, currency is selected on the load. The customer invoice or quote uses the saved load currency when the document is opened or ...
Email Carrier Onboarding Documents from Load Manager
Email Carrier Onboarding Documents from Load Manager Access needed: Permission to connect or manage email settings for your Load Manager user or company. Applies to Freight Broker and Dispatch Service accounts. Use this workflow when your company ...
Reset or Change a User Login Password
Reset or Change a User Login Password Access needed: Load Manager login information for your company, such as company code, username, and password. Use this article when a Load Manager user cannot sign in, forgot their password, or needs an ...
Use the Load Screen to Build and Manage a Load
Use the Load Screen to Build and Manage a Load The Load Screen is where you create, edit, dispatch, track, and bill a load. The fields and buttons you see depend on your TMS type, permissions, load status, and enabled integrations. Open or Create a ...
Send Carrier Onboarding Directly from Load Manager
Yes. If your Load Manager account uses carrier onboarding, you can start the onboarding process from inside Load Manager instead of sending the carrier a separate packet manually. Who This Applies To This article applies to accounts that work with ...
Create and Send Consolidated Invoices
Create and Send Consolidated Invoices Access needed: Load Manager access to Settings > Configuration Options, Customers, loads, and the Consolidated Invoice Queue. If you cannot see one of these menus, ask an administrator to review your user role. A ...
Driver Settlement Report Layout Options
Driver Settlement Report Layout Options Access needed: Carrier/trucking setup in Load Manager, including driver, equipment, driver settlement, or driver/mobile dispatch access. Applies to carrier, owner-operator, and trucking company accounts. The ...
Driver Settlement Report Overview
Driver Settlement Report Overview Access needed: Carrier/trucking setup in Load Manager, including driver, equipment, driver settlement, or driver/mobile dispatch access. Applies to carrier, owner-operator, and trucking company accounts. Use the ...
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