FAQ
How to Bulk Delete Loads
How to Bulk Delete Loads With Load Manager TMS you can bulk delete loads. Remember deleting a load will make it be gone forever. You will never be able to retrieve it again, so be careful when deleting loads. We always suggest using the status ...
How to Add Trucks to the Same Carrier
Go to the Carrier Tab on Load Manager and select the carrier you want to work with. Scroll down to the bottom of the Carrier Profile page till you see the Carrier Equipments section. Using the drop down menu under Type to select the You can use ...
Invoice for Dispatch Fee for Dispatch Services Providers
How to Create an Invoice for the dispatching fee for your carrier. To create an invoice for the dispatch fee for the carrier please use our reporting feature on your Load Manager TMS. Go to Reports >> Sales Set the following Criteria: ...
How do you calculate deadhead miles?
Load Manager calculates your deadhead miles in 4 ways: 1) Automatically based on a DRIVER/CARRIER assigned to a load 2) Automatically based on an EQUIPMENT assigned to a load 3) Automatically based on a starting address enter in the load screen 4) ...
IFTA Filing
To generate the report to data need to file an IFTA go to: Here is a video tutorial on how to use this feature: https://youtu.be/AH1AwmAVUzE
Dispatch Video
Here is the link to the video.
Carrier Lane Search
Setup First Set your Carrier Lane Status by going to SETTINGS>> CONFIGURATIONS OPTIONS. Click Save. Now once a load is saved to this status it will automatically be used to calculate your Carrier Lane list. Go the Carrier Information profile ...
How Do I Change a Load Number?
To change a load number please do the following: Go to Settings >>> Configuration Options and check the "Allow Load Number Entry" This will allow you to change and enter a load's number (it will alert you if you try to assign a load a duplicate ...
How do you change the terms on the invoice from "Due Upon Receipt"?
How do you change the terms on the invoice from "Due Upon Receipt"? Load Manager shows the Terms Due Upon Receipt as Default To change these terms go to your Customer Tab and click on the customer whose Payment Terms you want to enter. Type in ...
How to use Load Manager TMS built in CRM feature
With Load Manager, you have the power of a CRM right at your figure tips in a streamlined and straightforward-to-use layout: Track your and your team's calls to/from customers, carriers, and drivers. Customize tasks and note types for consistent data ...
How to Add a Delivery Location or Pickup to a Current Load
With Load Manager you can add a Delivery or Pickup Location to an existing load. Here's how: 1. Open the Load you wish to add a stop (pickup and delivery to 2. Scroll down to the bottom of the page and click Add Stop 3) A new stop entry will ...
How to Create a Multi-Stop Load
With Load Manager you can create a multi-stop load. Here's how: 1. Scroll down to the Stop 1 section of your load. Stop one will be your pickup location, so minimize the delivery. 2. Next Enter you Pickup location information. If you have a Carrier ...
Why of the load miles not calculating automatically?
The system is designed to calculate the miles between each delivery and pickup location listed using the addresses entered. For various reasons regarding data entry progress the "miles field" may need to be manual refreshed to calculate the miles. ...
How to Use My Carrier Packets in Load Manager
My Carrier Packets links directly to load manager. Go to Settings >> Configuration Options and look for this: Put in your username and password check the box. Click Save. Next, go to where you will keep your carrier information: Dispatching ...
How to change currency amount from CAD to USD on Invoice when needed?
Go to SETTINGS>> CONFIGURATION OPTIONS Check "Activate Foreign Currency" and set your parameters. Now you can change your Currency types whenever needed on the load screen. Open the Load you wish to modify and scroll down to the CARRIER/DRIVER ...
How to email your onboarding packet to your carriers using an email attachment?
Here is how to upload a carrier packet and send it to a carrier through email attachment using Load Manager TMS. Here are the steps: Click on the "Settings" tab located in the top menu bar. On the Settings page, click the "File Cabinet" button. ...
How do I change my login password?
Here is how to change your password for a user profile: Option 1: On the login screen click Forgot your password. A link will be sent to your email on file to update your password. Option 2: (For multi-user TMS systems only ) To modify a user's ...
Can I change or enter in my own load numbers?
Yes. Here is how. Go to SETTINGS>> CONFIGURATION OPTIONS Scroll down till you see the Allow Load # Entry and check the box. Click Save. When Allow Load # Entry is checked, this field appears to enter in the Load Number. The field support ...
Load Screen Overview
Load Screen GENERAL INFORMATION SECTION The top of the load screen provide general information about the load, along with access to load specific reports and options: 1. Attach files, documents, and images here associated with this load. 2. Scan ...
Will we be able to send MCP (My Carrier Packet) setup directly to carriers from LoadManager?
Yes, you can! Dispatching to Carriers? Go to CARRIERS >> CARRIER INFORMATION page and click on the ONBOARD CARRIER button located at the top of your screen Dispatching for Carriers? GO to CUSTOMERS>> CUSTOMER INFORMATION page and click on the ...
Consolidated Invoices
Load Manager enables you to consolidate invoices for your customers. Enable Consolidated Invoices To get started go to SETTINGS >> CONFIGURATION OPTIONS Mark the check box titled "Turn on Consolidated Invoices" Click Save. Next, go to your Customer ...
Driver Settlement Report Layout
This article goes over the layout of the Driver settlement Report. For our how-to on creating this report go here. The Driver Settlement Report will always show results grouped by the driver first, beyond this it has two Main Layouts: Group by ...
Driver Settlement Report Overview
Driver Settlement Report: Use the Driver Settlement Report to pull the Load Pay, Reimbursements and Accessorials, Deductions, and Payment Totals for your drivers. To use the Driver Settlement Report go to Reports>>Driver Settlement Report To Run ...
User Tab Overview
With Load Manager TMS you have the ability to create user profiles for each person who accesses Load Manager: Create each user profile with individualized contact information, email, and signature options. Assign permissions and functions for each ...
Driver (Weekly) Pay Report
Here is how to create a report that shows your drivers' pay for the week, month, quarterly, or other time you specify. Try this report for weekly payroll, quarterly reporting, or as part of a cost analysis. Go to the Reports Tab >>> Sales to get ...
Dispatch Report Overview for Dispatch Services
The Dispatch Report is one of the automatic reports that Load Manager TMS generates when building loads. You will find it on every saved load screen with a carrier with a dispatch fee assigned to it. Here a sample of what it looks like. 1. The ...
Header & Menu Bar: Overview
Load Manager TMS System is designed to have a Menu Bar and your Company Logo at the top of your screen. Here is an overview of what you will see: 1. Company Logo At the center top of your screen will appear your company logo. To upload your ...
How to setup for GMail hosted emails in Load Manager TMS
This procedure show you how to create a GMail App password for you gmail hosted account. This is a requirement to get your gmail hosting email working with Load Manager TMS 1) Log into your Google Account. Click Security on the left panel. 2) a) ...
Multiple Email Recipients
Through Load Manager, you have the ability to email documents like invoices, rate confirmations, and such directly from your Load Manager Platform. But what if you need to send an document like an invoice to more than one recipient? This article ...
Factoring
If you want to use factoring companies in your Load Manager TMS we have you covered! Here is all you need to know about using factoring companies in your Load Manager Platform: Add a Factoring Company In your Load Manager TMS Platform, click on the ...
Your Customer Portal Overview
As part of your Load Manager Platform subscription, you can access our Customer Portal Feature for your customers or shippers. Our Customer portal enables you to create custom logins for any of your customers or shippers. With their Customer Portal, ...
USERS >> Office Overview
Office Setup and Function Offices are used in Load Manager as a tool to group customers, users, loads, etc. You can use Offices to organize which items Sales Representatives and Dispatchers can see and access from their user logins or to organize or ...
Customer Invoice and Quote Layout
Load Manager TMS provides automated invoice and customer quote report for each load automatically. A Customer Quote will automatically generate when the load is in invoice status. The Invoice Report is one of several reports that automatically ...
Settings >> Company Info & Logo
Log on to Your Load Manager TMS platform. Under the Settings Tab, click on Company Info on the sub menu. Fill out Your company name and basic information and click save. You can also upload your company logo which will appear on your load manager ...
Set Up Email
HOW TO SET UP EMAIL Load Manager has powerful email tools that allow you to email Rate Cons, Invoices, and other documents with just a few clicks. You must go through the one-time setup procedure before you can use these tools. To setup your email: ...
Set dispatch fee %
How to set a Dispatch Fee Percentage for your Carriers 1. First log in to your Load Manager TMS Platform 2. Under the Carrier tab, open the Carrier you want to add a fee to. 4. Look for the dispatch fee text box located on the right side of the ...
Setup Load Board Integration
Load Manager integrates with Load Boards. Simply link your active load board account with your Load Manager TMS profile to get started. DAT Load Board 123 Load Board Direct Freight Load Board Truck Stop Load Board Go here for load board setup In your ...
Export Feature
Load Manager TMS can now export your data to Microsoft Excel. To access this feature, click the Reports option on the main menu tool bar. Then, click the Export option in the sub-menu as shown in the screen shot. There are many different options and ...
Add Equipment Type for Carriers and Loads
Under Carriers Tab please click on Equipment Click Add New to add a new type of equipment. Click Save Equipment * All equipment saved here will show up on the equipment dropdown list in the Load Screen and the Carrier Information Screen.
Driver Web App with Mobile Dispatch
Simple dispatch with Mobile Dispatch saving your dispatch time and simplifying workflow. Use the Driver Web App to automate the driver experience while trucking a load. Send critical load details directly to the driver's phone. Keep track of the load ...
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