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Operations

Loads

Every load, from quote to paid.

The board where loads live — create, cover, dispatch, track, and invoice. Filter by status, customer, carrier, or lane; act from the row.

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What it does

  • Create loads or import from a tender
  • Assign carriers and send rate cons
  • Status board with filters
  • Row actions (text driver, docs, invoice)
  • Copy and batch-create loads

Why it matters

One board for every load
Nothing falls through the cracks
Quote-to-cash in one place

How it works

  1. 1Click Create Load (top-right) or the blue + in the top bar — or pull one in with AI Intake / Import from a tender
  2. 2Fill the customer, pickup, delivery, equipment and rates, then Save
  3. 3Filter with the status tabs (Active, In Transit, Delivered…) or the search box; switch views with Grid / Rows / List / Board / Calendar / Map
  4. 4Open a load to assign a carrier and send the rate con; each row shows margin and quick actions like Chase docs
  5. 5Export the current view to CSV any time with the Export button

Ready to put your board on command?

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