Setting up your LoadOps account

Welcome to LoadOps! This guide goes over everything you need to know to get started.

Setup your Company Preferences & Terminals 

What is your Company structure? Settlement period? Target revenue per mile? Adding this information into Loadops allows us to help you meet your goals. 

• Set Financial Goals & Operation defaults. 
• Create Terminals

Connect your loadboard, ELD, and Finance accounts to LoadOps

ELD: Loadops can connect with your ELD to track your drivers HOS and can let you know if a driver will need to rest before completing a load. 

LoadBoards: View & Accept loads from multiple load boards all in one centralized view.

QuickBooks: Connect your QuickBooks account to easily sync and manage your invoices 

Factoring: Allows you to sync invoices and related load documents from LoadOps to your factoring company of choice.

• How to setup integrations 

Bring your data into LoadOps

How do I add my Contacts/Drivers/Equipment? Review user & driver roles and learn the variety of ways we can get your data into loadOps. 

• Confirm user/driver roles
• Integration import (Drivers & Tractors)  
• Import 
• Manual

Create Load Templates (Optional)

Use Load Templates to automatically pre-fill any frequently used information.

• Load Templates 

Set your Driver, Equipment, and Dispatcher payment terms (Optional)

Have drivers on a revenue share or flat rate payment plan? Add the details into LoadOps and we will automatically calculate the settlement amount for each load. 

• Driver payment terms 
• Dispatcher Payment terms
• Equipment Payment terms

Add Documents and Create Safety Alerts (Optional) 

Is one of my driver's licenses expiring soon? Does a tractor need an oil change? Create alerts to let you know before it's too late. You can also upload supporting documents for record keeping purposes. 

• Create safety alerts 
• Add documents

Create Custom Labels & Options (Optional)

Have a Commodity/financial Pay/Maintenance/etc. Item that does not exist in the corresponding dropdown field? Create a custom label that you will be able to later select when the appropriate dropdown field is available.

• Custom Labels/Types