Follow the work from start to finish

Create the customer and reusable pickup and delivery locations, or select existing records.

Create the load and review order references, commodity, equipment, ordered stops, appointment windows, instructions and charges.

Assign the driver and truck. Add a trailer when required, then dispatch the load.

Driver or dispatch records arrival, pickup, departure, delivery, notes and required evidence. Each event is written to the load activity history.

Confirm delivery, attach the final POD or BOL and review all charges.

Issue the invoice. Core assigns the configured invoice number, creates the PDF and makes the reviewed email workflow available.

If enabled, prepare and push the customer and invoice to QuickBooks, then confirm the itemized transfer ledger.

Open New load and upload the broker or customer rate confirmation.

Wait for extraction, then compare the source document with the proposed customer, references, stops, dates, instructions and charges.

Choose existing customer and location records or create new ones from the form.

Correct any uncertain or missing values. The total customer rate remains office-only.

Save the reviewed load. The uploaded source remains attached as the rate confirmation.

Open the planned load or Trip assignments. Confirm the ordered pickup and delivery locations.

Assign an active driver and truck. Review the driver pay method shown with the assignment.

Dispatch the load. The assignment becomes available to that driver.

Driver begins and completes each stop in order; offline events remain queued until a connection returns.

Review returned timestamps, notes, signatures and documents in the load activity history. Dispatch can enter a manual event when authorized.

Open Reports, then Settlements. Select the driver and pay period.

Review completed eligible loads and the driver’s percentage, mileage or flat-rate rule.

Review threshold adjustments, deductions, advances, reimbursements and supported expenses.

Set the pay-period and statement output dates.

Approve the settlement and export the PDF. Approval records the decision; it does not move money.

Open Reports, then Expenses & fuel, and upload the receipt image or PDF.

Review the extracted vendor, date, amount, gallons and category.

Select the related truck and load when applicable.

Correct the proposed values and save the entry to the ledger.

Use missing-receipt and missing-fuel filters before settlement, profitability and IFTA review.

Open the invoice and check whether it has been transferred.

If it has not been transferred, use the controlled rewind or correction action, update the load or rate and reissue while preserving history.

If it has been transferred, reconcile the external record first. Do not create a duplicate invoice or repeat an uncertain push.

Record the correction and external reference in the appropriate ledger.