Loads, quotes and the pipeline

Add a loadOwner, Dispatcher

1. Open Freight › Loads. The page is called My Loads.
2. Open Add a new load.
3. Fill in the Load ID / Code (any name you like, like L1 or the broker's number), Revenue ($) (what the broker pays you), Miles, Pickup City and Dropoff City. Type cities as City, ST (for example Roanoke, VA) so IFTA can figure out the states.
4. Pick the Shipper / Broker. If it was a one-off, leave it on None / Spot Market.
5. Set the Pickup date and Delivery date, and type the broker's Broker reference / PO # if there is one.
6. Leave Status on Planned for now and tap Save Load.

The list below shows each load's rate per mile (RPM). Rates under $2 a mile show in red so weak loads stand out. Use the Status, Shipper / Broker and RPM filters above the list to narrow it down.

Have a rate confirmation on your phone? Skip the typing: tap Scan rate con and AI fills most of this in for you (see AI Tools).

Look at a load (accountants)Accountant

Accountants can open Freight › Loads to look up a load and its files. Dispatch normally adds and updates loads, so check with the owner before changing one. Use the load's page to see the broker, dates, files, closeout checklist and any invoice or settlement.

The load pageOwner, Dispatcher

Tap Open on any load to see everything about it in one place:

• The top shows revenue, miles, RPM, status, driver, truck, broker, closeout progress, the pickup and delivery dates and the broker reference.
• Files (rate con, BOL, POD) lists attached paperwork. Tap + Attach file to add one, or Scan a document to have AI read it.
• Closeout Checklist has eight boxes: Rate Con, BOL, POD, Fuel Receipt, Lumper, Invoice Sent, Payment Received and Settlement Ready. Tick them as they happen and tap Save Closeout. Attaching a rate con, BOL or POD tick its box for you.
• Assignment is where you pick the driver and truck and change the status. Tap Save Assignment. If you assign a new driver, they get a phone notification when the app's alerts are on.
• Add Note keeps a running diary for calls with the broker, detention, lumper and so on. Notes, status changes and files all show in the Timeline at the bottom.

Buttons to create the money paperwork also live here: Create Invoice From Load, Create Owner-Op Settlement and Create Company Settlement. A settlement needs a driver to be assigned first.

Statuses and the pipeline

A load moves through three statuses:

Freight › Load Pipeline counts your loads by status, shows how many have a driver and truck, and flags weak loads.

Owner, DispatcherDispatch & Ops › Dispatch Board groups loads that still need a driver, loads on the road and finished loads. Dispatch & Ops › Assignments lets you change status, driver and truck for many loads from one table.

Drivers can also move their own load forward from their phone: Start trip sets it to Dispatched and Mark delivered sets it to Delivered.

Closeout: finish the paperworkOwner, Dispatcher

A load isn't really done until its paperwork is in. Dispatch & Ops › Closeout shows every load's checklist progress in one board, so you can see what is missing (for example a delivered load with no POD). Each load's Save Closeout on its own page updates the same checklist.

Quotes: price a load before you take itOwner, Dispatcher

1. Open Freight › Quotes (the page is called Quote / Rate Planner).
2. Fill in the Quote / Load Code, the broker, pickup, dropoff, Revenue, Miles, and your guesses for Fuel Cost, Tolls, Extra Costs and Driver Pay Estimate.
3. Tap Add Quote. The list shows your estimated profit and margin so you can decide whether the load is worth it.

• Tap Accept to turn a quote into a real load. It is created as Planned with the same code, lanes, miles and rate.
• Tap Reject if you pass on it.

Freight › Quote Conversion shows how many quotes you win and how much margin you expect. Freight › Forecast adds quotes, active loads, delivered loads that aren't invoiced yet and open invoices into a look-ahead of money coming in.

Import loadsOwner, Dispatcher

Moving from a spreadsheet? Use Freight › Import Loads. The columns are code, shipper, pickup, dropoff, miles, revenue, status, driver, truck and notes. See Set up your company for the import steps. Quotes have their own Freight › Import Quotes.