Adding your first load

Full transcript

Let’s prepare your first load in Loads Hub.

Start with the broker’s rate confirmation and, if available, the truck assignment.

This walkthrough stops before upload and does not create a live load.

Open Loads from the sidebar, then select Upload Contract.

This opens the form for a rate confirmation.

Have the correct document ready before you begin.

Under Assign to Truck slash Driver, choose the truck handling this load.

The menu identifies trucks alongside driver names.

This assignment supports driver statistics tracking.

Truck assignment is optional in this form.

No truck assigned is available when you are not assigning one here.

If the truck should already exist, check your fleet setup before continuing.

Profit on this load is optional and is entered as a dollar amount.

The form describes it as extra margin.

The dispatcher’s configured profit share applies on top of normal pay.

Leave it blank if there is none.

Use Notes for relevant information about the contract.

Keep the wording clear and useful to the team.

For example, remind the dispatcher to confirm the pickup appointment with the broker.

Drop the contract into the upload area, or click the area to browse for it.

The form supports PDF documents and image files in JPG or PNG format.

Choose a clear, complete rate confirmation.

Before submitting, check the document, the intended truck assignment, any extra profit, and your notes.

Compare the document’s load number, route, dates, and agreed rate with the booking information.

For a real booking, use Upload when the correct file and details are ready.

This demonstration has no file selected, so Upload is disabled.

We close with Cancel and leave the account unchanged.

You now know where to prepare a rate confirmation for upload.

Use the correct document, confirm the assignment, and review optional details.

In the next lesson, we’ll look at managing an existing load.