From load entry to invoice handoff
The faster a fleet can connect dispatch, driver paperwork, delivered hold follow-up, and billing, the less time the office spends searching for the same load details in multiple places.
The operating loop
Enter the carrier-facing details and attach broker paperwork.
Assign the driver and equipment, then track whether the load was viewed or confirmed.
Use upload flows for PODs, BOLs, receipts, and review feedback.
Keep delivered hold visible for lumper, detention, accessorial, or missing paperwork follow-up.
Move completed loads into invoice and driver settlement workflows.
Why delivered hold matters
Delivered hold is not noise when the team still needs reimbursement, missing documents, or exception cleanup. The key is separating it from urgent dispatch confirmation work so the right user sees the right next action.
What to measure first
- How many assigned loads were confirmed by drivers.
- How many delivered loads are waiting on paperwork or reimbursement follow-up.
- How many invoice drafts are ready but missing supporting files.
- How many settlement items need driver or contractor review.