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. If your company does more than one thing, use more than ...
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. If your company does more ...
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 Access needed: EDI enabled on your Load Manager account. If you do not see the option, it may not be enabled for your account. EDI must be enabled for your account. The customer profile controls the ...
Carrier Risk Provider Selection in Load Manager
Carrier Risk Provider Selection in Load Manager 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 ...
Review Multistop Document Labels and BOL/POD Uploads
Review Multistop Document Labels and BOL/POD Uploads Multistop loads can affect how pickup and delivery information appears on documents. This article explains what users may see on multistop documents and how BOL or POD photos should be handled ...
Reports Overview: Available Report Tabs
Reports Overview: Available Report Tabs The Reports menu gives your team access to sales, accounting, settlement, export, dashboard, and commission reporting. The exact report tabs a user sees can depend on user permissions, company settings, and ...
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 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 accounts. ...
Quote Terms vs. Customer Terms in Load Manager
Quote Terms vs. Customer Terms in Load Manager Load Manager has separate settings for quote terms, customer terms, and invoice payment terms. These fields are related, but they do not all print in the same place. Use this article to understand which ...
Configuration Options Overview
Configuration Options Overview Configuration Options is the main company settings page in Load Manager TMS. It manages system-wide defaults for load entry, billing, documents, email text, mobile dispatch, tracking, customer visibility, accounting ...
Migration Guide: New Company vs. Established Broker
Migration Guide: New Company vs. Established Broker Before your first setup session in Load Manager, decide which path fits your company. A new company and an established broker usually need the same core setup, but the order and amount of data ...
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 Access needed: QuickBooks enabled on your Load Manager account. If you do not see the option, contact Load Manager Support to confirm whether it is included in your plan or needs to be enabled. Use ...
Track Driver Compliance Expiration Dates
Load Manager can 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 applies to accounts that use the Drivers tab. Freight Broker and ...
Set Up Locate My Freight GPS Tracking
Set Up Locate My Freight GPS Tracking Use Locate My Freight GPS tracking when drivers share location updates through Load Manager's mobile app or mobile dispatch workflow. Tracking depends on the dispatch method, the driver or carrier contact on the ...
Understanding the All Loads Screen
Understanding the All Loads Screen The All Loads screen gives you a company-wide view of loads. Use it to find a load, review team activity, check status, or open a load that is not assigned to you. Open it from the All Loads tab in the main ...
Customize Load Status Options in Load Manager
Customize Load Status Options in Load Manager Load statuses control how loads move through your workflow, how they appear on the load board, and which updates can be shown to drivers, customers, or email recipients. Use the Load Status screen to ...
Your Daily Workflow in Load Manager
Your Daily Workflow in Load Manager Use this article as a daily checklist for moving loads from order entry through dispatch, tracking, paperwork, invoicing, and closeout. The steps are the same across Load Manager, but the carrier/driver step ...
Invoice Your Customer and Get Paid
Invoice Your Customer and Get Paid Use this workflow when a load is ready to bill and you need to create, review, send, and follow up on the customer invoice. Load Manager builds the customer invoice from the saved load details, customer billing ...
Generate a Bill of Lading (BOL)
Generate a Bill of Lading (BOL) Load Manager can generate a Bill of Lading (BOL) from the information saved on the load. The BOL can include company information, pickup and delivery stops, BOL number, PO number, commodity details, weights, classes, ...
Track a Load with Status Updates, Mobile Tracking, and MacroPoint
Track a Load with Status Updates, Mobile Tracking, and MacroPoint Access needed: MacroPoint 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 ...
Assign a Carrier or Driver to a Load
Assign a Carrier or Driver to a Load Use the assignment section on the Load Screen to choose who will move the freight. The wording and workflow depend on your TMS type: Freight Brokers and Dispatch Services assign carriers, while Carrier or Trucking ...
Create Your First Load in Load Manager
Create Your First Load in Load Manager Use this article to create a basic load from start to finish. A load stores the customer, pickup and delivery stops, carrier or driver assignment, rates, notes, documents, status, and billing details for one ...
Add Carriers to Your Network
Add Carriers to Your Network 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 outside carriers. ...
Add Customers to Load Manager
Add Customers to Load Manager Customers are the companies you bill for freight. Add your key customers before creating loads so the Load Screen can pull in the correct billing name, contact details, payment terms, saved stops, and customer-specific ...
Add Your Team: Users, Roles, and Permissions
Add Your Team: Users, Roles, and Permissions Access needed: Administrator access or permission to manage users, roles, or user settings. Use the Users tab and User Roles settings to give each team member the correct Load Manager access. This article ...
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 Start here when your company is new to Load Manager or a new team member needs the basic workflow. The tabs and document names you see depend on your company setup and your user permissions. Set up your core ...
Use uShip LTL Quotes in Load Manager
Use uShip LTL Quotes in Load Manager Request less-than-truckload (LTL) carrier rates from Quick Quotes before you build a load, or from the LTL Quotes area on a saved load. This applies to accounts that use the Load Manager carrier workflow. If your ...