Loads
Maintain the operational and financial record for every shipment.
What this tab is for
Loads is the system of record for lane, dates, customer, revenue, assigned people and equipment, status, direct costs, documents, delivery activity, and calculated results.
How to use it
- 1
Use Add load for a manual shipment or let a booked rate quote create the initial load.
- 2
Enter or verify lane, dates, revenue, miles, driver, equipment, direct costs, and whether the load belongs in the model.
- 3
Open the load detail to review pay, profit, appointments, RateCon state, delivery history, and documents.
- 4
Use Edit to correct permitted fields; preserve the original quote or booking snapshot when one exists.
- 5
Update status only as the real shipment progresses and cancel a load when it should no longer move.
- 6
Use filters, sorting, or CSV export to review a focused set of load records.
What to understand
- Include in model
- Turning inclusion off removes the record from modeled totals without deleting its history.
- Calculated results
- Pay and profit are estimates derived from the saved load, driver, unit, and company settings.
- Delivery record
- Driver and office activity remains tied to the same load for later review.
Good operating habits
- Keep pickup and delivery dates accurate because monthly reporting uses the delivery date.
- Record accessorial revenue and direct expenses separately so the load result explains itself.