Load Status Management

Statuses show where a load is in the operational and billing workflow. Keep statuses current so dispatch, billing, reporting, and customer communication stay aligned.

Common statuses

Available: ready for carrier assignment or dispatch planning.
Pending: waiting for confirmation, final details, or carrier acceptance.
Dispatched: carrier is assigned and the shipment is active through pickup, transit, and delivery.
Delivered: delivery is complete and paperwork should be reviewed.
Ready: reviewed and ready for billing or payment action.
Invoiced, Factored, Paid: billing progress for customer receivables.

Updating status correctly

Confirm the load details are current.
Confirm required documents are present when moving into billing workflows.
Confirm pay details are accurate before payment workflow changes.
Add notes when the reason for a change may not be obvious.
Refresh the board if another user may have updated the load.

Dispatch and delivery

Move a load into dispatched status only after the carrier assignment, carrier pay, driver details, and dispatch instructions are ready. Move a load to delivered when delivery is confirmed, then review POD and supporting documents before billing or payment work continues.

If the dispatch action is disabled, hover it to see what needs attention. Stops can be drafted without dates, but dispatch needs arrival start times for active stops. Customer credit limits, missing carrier details, missing driver details, or incomplete carrier pay can also block dispatch.

Status override

Some users may be able to override status. Use overrides only when the visible workflow does not match the real shipment state, such as correcting a missed delivery update or reopening work that needs document review.

Load locking

If a load is locked, another user may temporarily hold edit access. Wait for the lock to expire or ask the active user to finish before changing dispatch, pay, status, or document details.

Pay holds

Use pay holds when carrier payment should pause for review. Common reasons include missing paperwork, disputed pay, incomplete carrier payment details, or internal approval needs. Resolve the underlying issue before releasing the hold.