FAQ
Equipment Codes - Direct Freight
To add a new equipment type to your equipment list go to the CARRIERS >> EQUIPMENT >> ADD NEW Direct Freight Load Board Equipment Codes are as follows: V (Dry Van) F (Flatbed) R (Reefer) LB (Lowboy) HS (Hotshot) V+V (Van Vented) V+A (Van ...
How is the commission calculated?
How is the commission calculated? The commission percentage is calculated off of the total profit.
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
The IFTA (International Fuel Tax Agreement) Filing report in Load Manager generates the mileage and jurisdiction data needed to file your quarterly IFTA return. To use this feature, mileage tracking must be active and loads must have accurate stop ...
Dispatch Video
This article has been consolidated. For dispatch training videos, please see Dispatch Services: Video Training Resources. Related Articles Dispatch Services: Video Training Resources Dispatch Report Overview for Dispatch Services New Load Screen ...
Carrier Lane Search
Carrier Lane Search helps you quickly find carriers who have historically run loads on similar routes. The system uses saved load data to match carriers to lanes, making it easier to select the right carrier when building a new load. Prerequisites ...
How Do I Change a Load Number?
To change or manually enter a load number in Load Manager, you first need to enable the custom load number entry setting. Steps Go to Settings >> Configuration Options. Check the box for Allow Load Number Entry. Click Save. Once enabled, a load ...
How do you change the terms on the invoice?
Load Manager displays "Due Upon Receipt" as the default payment terms on all invoices. You can change terms for a specific customer or change the system-wide default. Change Terms for a Specific Customer Go to the Customers tab and open the ...
How to use the 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
You can add additional pickup or delivery stops to an existing load at any time before it is finalized. Steps Open the load you want to modify. Scroll to the bottom of the load and click Add Stop. A new stop entry will appear. Choose whether this ...
How to Create a Multi-Stop Load
Load Manager supports loads with multiple pickup and delivery stops. Here is how to build one from the start. Steps On the Load Screen, scroll down to the Stop 1 section. Stop 1 is your first pickup location — minimize the Delivery section for this ...
Why Are My Load Miles Not Calculating Automatically?
Load Manager calculates miles automatically using the pickup and delivery addresses entered on the load. If miles are not calculating, follow these steps. Step 1 — Refresh the Miles Field On the Load Screen, locate the Miles field. Click the Refresh ...
How to Use My Carrier Packets in Load Manager
Load Manager integrates with My Carrier Packets to streamline carrier onboarding. Once connected, you can initiate and review carrier onboarding directly from within Load Manager. Note: My Carrier Packets integration is an optional add-on feature. ...
How to change currency amount from CAD to USD on an Invoice
You can change the currency type on individual loads when needed. To do this, the Foreign Currency feature must be enabled in your settings. Important: Automated commodity pricing is configured for USD only. If a currency other than USD is assigned ...
How to email your onboarding packet to carriers
You can upload carrier onboarding documents to Load Manager and send them directly to a carrier via email. This is useful for distributing carrier agreements, insurance requirements, and other standard onboarding materials. Note: Load Manager also ...
How do I change my login password?
There are two ways to change a user's password in Load Manager. Option 1 — Reset from the Login Screen On the Load Manager login screen, click Forgot your password? A reset link will be sent to the email address on file for that account. Follow the ...
Can I change or enter in my own load numbers?
Yes. Load Manager allows you to manually enter or change load numbers. Here is how to enable and use that feature. Enable Custom Load Number Entry Go to Settings >> Configuration Options. Scroll down and check the box for Allow Load # Entry. Click ...
Load Screen Overview
This article provides a field-by-field overview of the Load Screen — the central workspace for creating and managing loads in Load Manager. Note: The load statuses shown in this article reflect the system defaults. Your organization may use ...
Can I send carrier onboarding directly to carriers from Load Manager?
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 covers the layout of the Driver Settlement Report. For instructions on how to create and run this report, see Driver Settlement Report Overview. Layout Options The Driver Settlement Report groups results by driver first. Beyond that, it ...
Driver Settlement Report Overview
Use the Driver Settlement Report to pull load pay, reimbursements, accessorials, deductions, and payment totals for your drivers. To access the report, go to Reports >> Driver Settlement Report. Report Options Select Load Status Pay: Choose which ...
User Tab Overview
With Load Manager, you can create and manage individual user profiles for everyone who accesses the platform. Use the User Tab to set up contact information, email settings, permissions, load board integrations, and more. To access the User Tab, go ...
Driver Pay Report
Use the Driver Pay Report to generate a summary of driver pay for any time range — weekly, monthly, quarterly, or custom. This report is useful for payroll processing, quarterly reporting, and cost analysis. How to Run the Report Go to the Reports ...
Dispatch Report Overview for Dispatch Services
The Dispatch Report is automatically generated for loads that have a carrier assigned with a dispatch fee. It provides the carrier with the key details they need to complete the load and serves as your primary dispatch communication document. Note: ...
Header & Menu Bar: Overview
Load Manager 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 logo go to Settings ...
How to set up Gmail in Load Manager TMS
To use a Gmail address to send emails through Load Manager, you need to create an App Password in your Google account and enter it as your SMTP password. This is required by Google for third-party app access. Note: These steps apply to personal ...
Multiple Email Recipients
When emailing documents from Load Manager — such as invoices, rate confirmations, or other reports — you can send to more than one recipient at a time. Option 1 — Enter Multiple Recipients Manually Click the email button for the document you want to ...
Factoring
Load Manager supports factoring companies. When a factoring company is configured and assigned to a customer, the factoring remit information will automatically appear on relevant invoices. Add a Factoring Company Go to All Loads in the main menu. ...
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
Offices are used in Load Manager to group users, customers, and loads into teams or locations. Use them to control which loads and customers each user can see, or simply to organize your data by team or physical office. Note: Customers can be ...
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
Use the Company Info page to enter your company details and upload your logo. Your logo will appear at the top of your Load Manager platform and on documents such as invoices, rate confirmations, and onboarding emails. Steps Log in to Load Manager. ...
Set Up Email
Load Manager includes email tools that let you send rate confirmations, invoices, and other documents directly from the platform. Complete this one-time setup before using those features. Where to Enter Your Email Settings Go to the Users tab. Click ...
Set Dispatch Fee %
A dispatch fee percentage is set on a carrier's profile. When that carrier is assigned to a load, the dispatch fee is applied to their rate and shown as a separate line item on the Dispatch Report. Steps Log in to Load Manager. Go to the Carriers ...
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 ...
How to Export Load Data to Excel
Load Manager can export your data to Microsoft Excel. Use this feature to analyze sales performance, review load history, or prepare data for external reporting. How to Access Go to the Reports tab in the main menu. Click Export in the submenu. ...
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