CarrierOS
RC Daily workflow

RateCon inbox

Review a rate confirmation against the booked load before assignment and dispatch.

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01

What this tab is for

RateCon inbox stores a private uploaded rate confirmation, proposes extracted facts for human review, compares them with the booking snapshot, and blocks dispatch until material differences are explicitly resolved.

02

How to use it

  1. 1

    Upload the RateCon PDF or supported phone image from a trusted source.

  2. 2

    Wait for file validation, malware screening, OCR or text extraction, and candidate matching.

  3. 3

    Attach the document to the correct booked load; never rely only on the suggested match.

  4. 4

    Verify every extracted field against the original document and review each booking difference.

  5. 5

    Approve material differences only after the carrier has actually accepted the changed terms.

  6. 6

    Continue to driver and equipment assignment when the RateCon review is complete.

03

What to understand

Human review
Extraction proposes facts; it does not approve a rate, appointment, fee, or contract term.
Private storage
Production uploads require configured encrypted private storage and a clean malware result.
Dispatch control
A clean, attached, reviewed RateCon is required before assignment can advance.
04

Good operating habits

  • Check rate, lane, dates, stops, equipment, accessorials, cancellation terms, and special instructions.
  • Use the audit trail when a booking and RateCon differ instead of silently changing the original quote.