Table of Contents
What are Loads and Trips in LoadOps?
Loads and Trips have different functions- read more about these differences in the table below.
Loads | Trips |
Loads represents income and commodities. |
Trips are used to represent expenses & movement |
Loads are created by users. |
Trips are created by LoadOps when a load is added to the system. A trip includes the drivers planned route (the drivers HOS is included in planning). The trip ID will match the corresponding Load ID. |
The load panel has nine tabs![]() |
The trip panel has two tabs![]() |
Statuses
If the status of a load/trip is updated by a user, the status of the corresponding trip/load will be updated by LoadOps to match.
The table below goes over load & trip statuses. The last two columns indicate if a status is available to either a load or trip.
Status | Status Description | Loads | Trips |
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The load is ready to be added to a driver's schedule. | ✓ | ✓ |
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The load has been added to a driver schedule but has not been sent to the driver. | ✓ | ✓ |
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This load has been added to a driver's schedule, and has been sent to the driver | ✓ | ✓ |
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The Load is dispatched and is enroute to the first stop or has arrived at the first stop. | ✓ | ✓ |
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The Load is dispatched, the first stop has been completed, and is now enroute to the next location. | ✓ | ✓ |
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The last load stop has been completed. At this point an invoice will be created in the invoice page with the status of "ready to invoice" | ✓ | ✓ |
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The load has been cancelled- can also be marked as "cancelled, not invoiceable." | ✓ | ✓ |
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The load has been marked as invoiced. | ✓ | X |
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The load is marked as paid. | ✓ | X |
The status of both a load and a trip can be updated by using the menu button on the side panel:
Load Actions
The status of a Load can be changed using the menu button on the top right-hand corner of the Load panel. Use the guide below to see which actions are available for each status.
Action | Visible for the following Statuses |
Duplicate | All status |
Mark as Complete | Available Planned Assigned Dispatched In-Transit |
Mark as Canceled | Available Planned Assigned Dispatched In-Transit |
Delete Load | All Status |
Revert to Available | Planned Assigned Completed |
Assign Driver | Planned |
Revert to Plan | Assigned |
Dispatch | Assigned |
Mark as Invoiced | Completed Canceled |
Mark as Paid | Invoiced |
Revert to Completed | Invoiced |
Revert to Invoiced | Paid |