Create a load from the agreed work
Record the pickup and delivery details, broker or customer, agreed rate and miles. Attach the rate confirmation and compare the entry to the source before using it for dispatch.
Rate-confirmation OCR can help with document entry, but extracted values need review. A changed appointment or amended rate should be checked against the current agreement rather than assumed from an older document.
Keep assignment and progress on the load
Assign the driver and truck manually, then maintain the load status as your team confirms progress. If the plan changes, update the record so the next person does not act on an old assignment.
A shared record is particularly useful at a handoff: dispatch can identify the planned work, and the office can see which delivered loads still need paperwork. Status reflects recorded operations, not a live vehicle location.
Close the paperwork gap after delivery
Keep the BOL and POD with the correct load. Use the shipment context to distinguish similar documents rather than relying only on a filename or a photo in a message thread.
Delivery completion and document collection are separate checks. Before reviewing a load for the weekly settlement, confirm that its rate, miles and driver assignment match the work actually performed.
Use history without confusing revenue and profit
Past loads provide context for the broker relationship, lane and assigned equipment. Recorded rates and miles explain the booked work and support pay review.
A load rate is revenue information, not a complete profit calculation. Fuel, service and other operating costs still need appropriate review. This load-management workflow does not promise factoring, payment collection or a freight marketplace.