How To
Dispatch a Load in Load Manager: Beginner Workflow
Dispatch a Load in Load Manager: Beginner Workflow This workflow shows the basic path for dispatching a load: create or open the load, enter the details, assign the carrier or driver, send the dispatch document, and track the load through delivery. ...
Manage User Roles and Permissions
Manage User Roles and Permissions Use Settings >> User Roles to control what each role can see, edit, unlock, or access. Open User Roles Go to Settings. Click User Roles. Select the role you want to review or update. Update Role Permissions Open the ...
Set Up Trucker Tools Tracking in Load Manager
Set Up Trucker Tools Tracking in Load Manager Access needed: Trucker Tools 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. Use this ...
Payment Not Processed
Use this article if your Load Manager subscription payment did not process, your account shows a billing notice, or you were contacted about an unpaid account balance. What This Means A payment can fail when the card on file is declined, expired, ...
Dispatch a Load Using the Mobile App
Dispatch a Load Using the Mobile App Use the Mobile App dispatch option to send load details to a driver who uses the Locate My Freight mobile app. This is different from the Driver Web App, which opens from a browser link and needs no app download. ...
Train a New Associate in Load Manager
Use this training plan when a new associate needs to manage day-to-day work in Load Manager, such as building loads, dispatching loads, updating customers, and working with carrier or driver records. This plan does not cover higher-level setup work ...
Load Manager Help Manual and Article Index
Load Manager Help Manual and Article Index Use this manual index as a starting point when you are looking for Load Manager help articles by topic. Some workflows apply to all Load Manager setups, while others depend on whether your account is set up ...
Review Carrier Safety Data with Carrier Lookout
Review Carrier Safety Data with Carrier Lookout Access needed: Carrier Lookout enabled on your Load Manager account. It is included with Premium for eligible freight broker or dispatch service accounts; otherwise use it only when the feature is ...
Connect QuickBooks Online to Load Manager
Connect QuickBooks Online to Load Manager Access needed: QuickBooks 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 you need to connect or reconnect QuickBooks Online ...
Set Up and Review Sales Rep Commissions
Set Up and Review Sales Rep Commissions Load Manager tracks sales rep commissions from the user profile, customer profile, load screen, split commission window, and Sales & Commission Detail report. Each sales rep needs a user profile. Commission can ...
Update Onboard Carrier Packets with New Documents
Update Onboard Carrier Packets with New Documents Access needed: Onboard Carrier enabled on your Load Manager account. It is included with Premium for eligible freight broker or dispatch service accounts. Use this article when carriers need to ...
DAT Expired Token
DAT Expired Token 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. A DAT expired token means Load ...
Limit Load Status Editing by User Role
Limit Load Status Editing by User Role Access needed: Administrator access or permission to manage users, roles, or user settings. Use this workflow when you want a user role to update loads only while those loads are in specific statuses. For ...
Email a Customer or Shipper Packet as an Attachment
Email a Customer or Shipper Packet as an Attachment 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 ...
Make a Carrier Inactive or Delete a Carrier
Make a Carrier Inactive or Delete a Carrier 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 ...
Connect DirectFreight Load Board to Load Manager
Connect DirectFreight Load Board to Load Manager Access needed: DirectFreight 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. Use ...