Modifying Your Terms

Jim Grosskurth

Load Manager comes with some default Customer Terms and Carrier Terms. These terms will appear on your Invoice and Carrier Report, respectively, and a few other forms. Many users find that these terms fit their needs. If you …

Unposting Your Loads from Load Boards

Jim Grosskurth

To remove your loads from the load boards, uncheck the checkbox next to the respective load board, and Save.  Most load boards will send a confirmation pop-up message “Successfully removed from X load board”.  You can also do …

Attaching Documents

Jim Grosskurth

Load Manager allows you to attach documents to any record within the system. This includes customers, carriers, users, and loads. Each record within Load Manager has a paperclip symbol towards the top left of the screen. The record …

Changing your Load Numbers

Jim Grosskurth

By default, Load Manager will create load numbers for you automatically, depending on the Starting Load Number. You can change your Starting Load Number in the Settings menu. In the Settings menu you can change your Starting Load …

Exporting your Data to Excel

Jim Grosskurth

If your Load Manager system is version 2.81.180305 or above, you have access to the Excel Export feature. In addition to the PDF reporting system, Load Manager can also create Microsoft Excel files with your data. To access …

How to Update your Payment Terms

Jim Grosskurth

By default, when you send your customer an invoice, the payment terms will be “Due Upon Receipt”. The payment terms are editable on the Customer screen. To get there, just click on the Customers button, and select the …

Posting to Load Boards

Jim Grosskurth

Once load board integrations have been set up on your site, you can use Load Manager to post your loads to load boards by following these instructions. Each load has a series of load board buttons. Check these …