Load Management
Loads keep the shipment workflow in one place: customer details, stops, pricing, dispatch, tracking, documents, billing, and payment.
Load lifecycle
- Available: entered and ready for carrier assignment or dispatch planning.
- Pending: awaiting confirmation, carrier acceptance, or final details.
- Dispatched: carrier is assigned and the shipment is active.
- Delivered: delivery is complete and paperwork is ready for review.
- Ready or invoiced: billing and settlement work can begin.
- Paid or closed: customer billing and carrier payment work is complete.
What belongs on a load
- Customer and customer reference number
- Pickup and delivery stops
- Dates, times, time zones, and appointment details
- Equipment and load size
- Commodity and notes
- Customer pay, accessorials, and billing instructions
- Carrier assignment, carrier pay, driver, and dispatcher
- Tracking provider or tracking method
- Required documents, including BOL, POD, rate confirmation, invoice, and support files
Load details tabs
- Info: customer, lane, stops, dates, equipment, pay, and notes.
- Dispatch: carrier assignment, carrier pay, driver, dispatcher, instructions, and dispatch history.
- Tracking: provider selection, driver tracking, ETA, location, notes, and tracking history.
- Documents: rate confirmation, bill of lading, proof of delivery, invoice, and supporting files.
- Market intelligence: lane history, recent rates, current bids, and carrier context when available.
Working safely
Keep customer, carrier, stop, and pricing details current before dispatch. After dispatch, review changes carefully because tracking, documents, billing, carrier communication, and customer updates may already depend on the load.
Common load actions
- Dispatch: assigns the carrier, driver, and shipment instructions.
- Deliver and bill: moves eligible delivered work toward billing review.
- Status override: updates status when the normal workflow needs correction.
- Pay hold: pauses carrier payment until paperwork, pay, or approval issues are resolved.
- Lock or unlock: controls who can edit the load when load locking is enabled.
- Copy load number: helps share or search for a shipment quickly.
Load-board posting
When load-board posting is enabled, load cards and load details can show provider status and actions such as Post, Update, Refresh, or Remove. Posting may be blocked until stop city, state, and appointment windows are complete.
Bulk posting uses existing load values and organization defaults. Review individual loads first when rates, contact details, or private posting rules need per-load attention.
Load numbers
Load numbers may be sequential or randomized depending on workspace setup. Gaps can happen after deleted, reserved, imported, or renumbered loads.