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. Before You Use This Article Access needed: Administrator access ...
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 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: ...
Saved Load Screen Overview for Dispatch Services
Saved Load Screen Overview for Dispatch Services Before You Use This Article Access needed: Dispatch service setup in Load Manager, including dispatch-service fees or carrier-customer workflows. Use this article when: you dispatch loads, fees, or ...
New Load Screen Overview for Dispatch Services
New Load Screen Overview for Dispatch Services Before You Use This Article Access needed: Dispatch service setup in Load Manager, including dispatch-service fees or carrier-customer workflows. Use this article when: you dispatch loads, fees, or ...
Review Driver Pay with the Driver Settlement Report
Review Driver Pay with the Driver Settlement Report 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 ...
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 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, ...
Use the Header and Main Menu in Load Manager
Use the Header and Main Menu 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 setting up company identity, logo, menu/header ...
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 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 ...
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 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, ...
Customer Portal Overview
Customer Portal Overview 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 need to enable Customer Portal access, create customer logins, choose ...
Office Overview
Office Overview 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 an admin or authorized office user adding, reviewing, or updating Load ...
Customer Invoice and Quote Layout
Customer Invoice and Quote Layout 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 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 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 ...
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 Before You Use This Article 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. Use this article when: your ...
Export Load Data to Excel or CSV
Export Load Data to Excel or CSV 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 need to export load, customer, carrier, driver, sales, or aging ...
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 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, ...
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 Load Manager profile. This article explains how to set up the DAT connection, post a load, include a carrier rate when needed, and ...