Load Manager TMS
Dispatch Services: Start Here
Dispatch Services: Start Here Use this path if your company dispatches loads for carrier customers or independent owner-operators. If you also broker freight under your own authority, use the freight broker path for outside-carrier paperwork and ...
Carriers, Owner-Operators, and Trucking Companies: Start Here
Carriers, Owner-Operators, and Trucking Companies: Start Here Use this path if your company runs trucks, manages company drivers, works with equipment, or needs driver/mobile dispatch workflows. Premium is not the normal trucking-only package. If ...
Freight Brokers: Start Here
Freight Brokers: Start Here Use this path if your company brokers freight to outside carriers. If your company runs its own trucks too, use the carrier/trucking path for driver, equipment, and driver settlement workflows. How to Use This Start Here ...
Use Text Dispatch in Load Manager
Text Dispatch lets Load Manager send a text message notice to a driver or mobile contact when you dispatch a load. Use it when your team wants the driver to receive a quick phone notification with dispatch information or a mobile dispatch link. ...
Choose the Right Load Manager Articles for Your Company Type
Choose the Right Load Manager Articles for Your Company Type Choose the path that matches how your company uses Load Manager. If your company does more than one of these, use more than one path. Choose Your Company Type I broker freight: Use Freight ...
Migration Playbook: Onboarding an Established Broker
Use this playbook when an existing freight brokerage is moving customers, carriers, users, workflows, and integrations into Load Manager. Work through the phases in order and complete a test load before go-live. Phase 1: Gather and Prepare Data ...
Document Configuration for BOLs, Rate Confirmations, Quotes, and Invoices
Load Manager builds customer and carrier documents from the information on the load, your company setup, user email settings, and document-specific configuration options. Use this article to understand where common document settings come from and ...
EDI Transaction Types and Logs in Load Manager
This article is a reference for the EDI transaction types supported in Load Manager and the logs used to review EDI activity. Use it when you need to understand what each EDI document does or where to check whether EDI activity was recorded. EDI ...
Customer Profile: Setup, Billing, and EDI Options
Customer Profile: Setup, Billing, and EDI Options Before You Use This Article Access needed: EDI 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 Load Manager ...
Carrier Risk Provider Selection in Load Manager
Carrier Risk Provider Selection in Load Manager 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 ...
Review Multistop Document Labels and BOL/POD Uploads
Review Multistop Document Labels and BOL/POD Uploads 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, ...
Reports Overview: Available Report Tabs
Reports Overview: Available Report Tabs 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, ...
Enable EDI 214 and EDI 810 for a Customer
EDI settings are enabled per customer in Load Manager. Even when your company has an active EDI integration, outbound EDI messages for a specific customer depend on that customer's EDI options. Use this article when a customer should receive EDI ...
Locate My Freight Driver Mobile App Overview
Locate My Freight Driver Mobile App Overview 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 ...
Quote Terms vs. Customer Terms in Load Manager
Quote Terms vs. Customer Terms 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 working with billing, customer records, ...
Configuration Options Overview
Configuration Options 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 using this exact Load Manager feature and have the access ...
Migration Guide: New Company vs. Established Broker
Migration Guide: New Company vs. Established Broker 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 using this exact Load Manager feature ...
Accounting Screen: Customer Inquiry, Open Invoices, and Year-End Setup
The Accounting screens in Load Manager help you review customer balances, open invoices, payment history, invoice history, and commodity-level invoice details. They also include the year-end workflow used to open a new accounting year. Customer ...
QuickBooks Integration and Export Workflow
QuickBooks Integration and Export Workflow Before You Use This Article 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: your Load Manager ...
Track Driver Compliance Expiration Dates
Load Manager can help you track driver compliance dates so your team can see when a driver's CDL, physical, workers compensation, or drug test information is expired or close to expiring. This article applies to accounts that use the Drivers tab. ...
Set Up Locate My Freight GPS Tracking
Use Locate My Freight GPS tracking when drivers should share location updates through Load Manager's mobile app or mobile dispatch workflow. Tracking depends on the dispatch method, the driver or carrier contact selected on the load, phone ...
Understanding the All Loads Screen
Understanding the All 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, ...
Customize Load Status Options in Load Manager
Customize Load Status Options 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 creating, updating, dispatching, documenting, ...
Your Daily Workflow in Load Manager
Your Daily Workflow 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 creating, updating, dispatching, documenting, importing, ...
Invoice Your Customer and Get Paid
Invoice Your Customer and Get Paid 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, ...
Generate a Bill of Lading (BOL)
Generate a Bill of Lading (BOL) 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, ...
Track a Load with Status Updates, Mobile Tracking, and MacroPoint
Track a Load with Status Updates, Mobile Tracking, and MacroPoint Before You Use This Article Access needed: MacroPoint 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: ...
Assign a Carrier or Driver to a Load
Assign a Carrier or Driver to a Load 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, ...
Create Your First Load in Load Manager
Create Your First Load 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 creating, updating, dispatching, documenting, ...
Add Carriers to Your Network
Add Carriers to Your Network 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 ...
Add Customers to Load Manager
Add Customers to 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 working with billing, customer records, accounting, ...
Add Your Team: Users, Roles, and Permissions
Add Your Team: Users, Roles, and Permissions Before You Use This Article Access needed: Administrator access or permission to manage users, roles, or user settings. Use this article when: you are an admin or authorized office user adding, reviewing, ...
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 ...
Getting Started with Load Manager TMS
Getting Started with Load Manager TMS 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, ...
Use uShip LTL Quotes in Load Manager
Use uShip LTL quotes when you want to request less-than-truckload carrier rates from Load Manager. You can request rates from Quick Quotes before building a full load, or from the LTL Quotes area on a saved load. This article applies to accounts that ...