FAQ
Add and Manage Users in Load Manager
Add and Manage Users in Load Manager Use this article to add office users, update existing user profiles, control login access, and review the main user-specific options in Load Manager. Access needed: Administrator access or permission to manage ...
Carrier Settlement Report
Carrier Settlement Report 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 dispatch ...
Dispatch Report Overview for Carriers and Trucking Companies
Dispatch Report Overview for Carriers and Trucking Companies 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 ...
Saved Load Screen Overview for Dispatch Services
Saved Load Screen Overview for Dispatch Services Access needed: Dispatch service setup in Load Manager, including dispatch-service fees or carrier-customer workflows. Applies to Dispatch Service accounts. After a load is saved, additional tools ...
New Load Screen Overview for Dispatch Services
New Load Screen Overview for Dispatch Services Access needed: Dispatch service setup in Load Manager, including dispatch-service fees or carrier-customer workflows. Applies to Dispatch Service accounts. The New Load screen is where Dispatch Service ...
Review Driver Pay with the Driver Settlement Report
Review Driver Pay with the Driver Settlement Report 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 ...
Dispatch Report Overview for Dispatch Services
Dispatch Service accounts use the Dispatch Report as the carrier-facing load document. This is different from Freight Broker accounts, which normally use a Rate Confirmation, and different from Carrier or Trucking Company accounts, which use Dispatch ...
Use the My Loads Screen
Use the My Loads Screen The My Loads screen gives you a focused list of loads connected to your signed-in user profile. Use All Loads instead when you need to search or review the broader company workload (limited by your permissions and filters). ...
Use the Header and Main Menu in Load Manager
Use the Header and Main Menu in Load Manager The header and main menu help you move between the major areas of Load Manager. Your company logo, menu tabs, support tools, personal note option, and screen-specific submenu appear near the top of the ...
Print a Dispatch Service Driver Settlement Report
Use the Driver Settlement report when your dispatch service needs to review driver or carrier pay for completed work before marking those amounts paid. This article applies to Dispatch Service TMS accounts. Freight Broker accounts usually use carrier ...
Connect a Gmail Account to Load Manager
Connect a Gmail 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 Gmail or Google Workspace email address. ...
Send an Email to Multiple Recipients
When emailing documents from Load Manager, you can send to more than one recipient from the email window. This works for common email workflows such as invoices, rate confirmations, dispatch reports, BOLs, load update emails, and document emails. ...
Set Up Factoring on Customer Invoices
Set Up Factoring on Customer Invoices Use Factoring in Load Manager when customer invoices should show factoring-company remit instructions or a Notice of Assignment. After the factoring company is set up and assigned to a customer, the remit ...
Customer Portal Overview
Set Up the Customer Portal Give a customer or shipper their own login to view their loads and, if you allow it, submit new loads. You manage access from the customer profile in Load Manager. 1. Turn on portal options Go to Settings >> Configuration ...
Office Overview
Office Overview Use Offices in Load Manager to organize users, customers, and load activity by location, team, agency, or operating group. Offices can help keep customer and load information easier to manage when your company has more than one ...
Customer Invoice and Quote Layout
Customer Invoice and Quote Layout The customer invoice and quote use the saved load details, customer billing information, rates, terms, notes, and company setup. A quote is used before the load is billed. An invoice is used to bill the customer. ...
Set Up Company Info and Logo in Load Manager
Use Company Info to control the main company name, address, contact details, logo, and default terms that appear throughout Load Manager. Set this up before sending customer invoices, quotes, rate confirmations, dispatch reports, bills of lading, or ...
Set Up and Connect Email in Load Manager
Set Up and Connect Email in Load Manager Access needed: Permission to connect or manage email settings for your Load Manager user or company. Use this article when a Load Manager user needs to send documents from Load Manager, such as customer ...
Set a Dispatch Fee Percentage for a Carrier
Use the Dispatch Fee field on a carrier profile when your company pays or reports a dispatch fee for that carrier. When Dispatch mode is enabled, Load Manager can use the carrier's dispatch fee settings when generating the dispatch report for ...
Set Up Load Board Integrations in Load Manager
Set Up Load Board Integrations in Load Manager Access needed: Load board integration 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. ...
Export Load Data to Excel or CSV
Export Load Data to Excel or CSV Use the Export screen when you need load, customer, carrier, or driver data in a spreadsheet. Export appears under Reports when your user role has permission to run exports. Run an Export Go to Reports and select ...
Add Equipment Types for Carriers, Drivers, and Loads
Equipment records let Load Manager identify the trucks, trailers, and other equipment used by your company, carriers, drivers, loads, reports, and load board workflows. Keep this list clean so users can select the right equipment and so load board ...
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, ...
Set Up and Post Loads to the DAT Load Board
Load Manager can post available loads to the DAT Load Board after DAT credentials are saved on the posting user's profile. Requirements: an active DAT account enabled for TMS or API posting; DAT credentials saved on the profile of the Load Manager ...