Load Execution

Overview Load Execution process in LoadOps: including status

 

Overview

Within LoadOps, a load can be associated with the statuses below. This article on load execution focuses on the middle three: Assigned, In Progress, and Completed/Cancelled.

• Available
• Planned 
• Assigned
• Enroute (in-progress)
• Completed
• Canceled
  
  

There are four main actions when it comes to executing a load within LoadOps:

1. Assigning or Planning the load to your driver
2. Dispatching the load
3. Updating the stops on the load
4. Completing or Cancelling the load

We’ll explain each of these below.

Assigning or Planning the Load to Your Driver

A load can either be Assigned to, or Planned for, to your driver. Let’s explore the differences between the two:

• Assigned: The driver is notified of the load on their mobile app. Once the load is ready for pickup, the driver can self-dispatch themselves from their mobile app, or the dispatcher can dispatch the load from the web app when the driver begins.
• Planned: The driver is not notified of the load on their mobile app. This gives the dispatcher an opportunity to modify the load prior to assignment or analyze the load on the driver’s timeline to decide if the load should be assigned to the driver. A load needs to be Assigned to your driver to complete the load assignment and notify the driver on their mobile app.

 

You can Assign or Plan a load after the load has been created:

1. After the load has been created on the Load Detail page:  Loads ➡️ select the load ➡️
   Select Routes Tab ➡️ Click on Assign Driver ➡️ Select the driver from the drop down➡️
   Now you can assign the load or plan the load accordingly. (see the Image below)

                                                              (Image-1)

 

Dispatching the Load

A load that is dispatched means that the driver has started to work on the load and is moving to the pickup location.

The dispatcher can dispatch the driver from the web app:

1. The Load Detail page (Loads ➡️ select the load) by clicking on the three vertical dotted lines and selecting Dispatch (See the below Image-2)
   
                                                                      (Image-2)
   
   
2. The Driver Detail page (Dispatches ➡️ select the driver ➡️ Click on the three vertical dotted lines) by clicking Dispatch on the load card (see Image 3 below)

                                                                        (Image-3)

 

3.   The driver can self-dispatch themselves from their mobile app (see the below Image-4 ).

                                                              (Image-4)

 

Updating the Stops on the Load

Both the driver and dispatcher can update and complete stops on the load. The driver will update the stops using the mobile app, and the dispatcher will update the stops using the web app.

Below are the activities associated with each stop of a load. Once all stop activities are updated and completed, the load is marked as Complete.

Pickup

1. Arrive
2. Loading Started*
3. Loading Done*
4. Departure

Drop off

1. Arrive
2. Unloading Started*
3. Unloading Done*
4. Departure

From the Mobile App

From the mobile app, the driver can update stop activities (arrive, depart, etc.) by tapping the related button on the load he or she is working on (see Image 5 below). For example, when he or she arrives at the stop, the Arrive button should be tapped to notify the dispatcher that the activity has started.

                                                             (Image-5)

 

From the Web App

From the web app, the dispatcher can update activities for the driver by clicking the Update Progress button at the top right of the Route Tab (see Image 6 below). This is helpful if the driver forgets to update the activity or does not have the mobile app downloaded.

                                                               (Image-6)

 

Clicking the Update Progress button will show the Update Progress popup window (see Image 7 below). Use this window to update each stop activity with the date and time that it was completed. 

 

                                                                    (Image-7)

 

Completing the Load

As previously mentioned, the load is marked as Completed once all activities for each stop are complete.

1. Within the Load page, click the  three vertical dotted lines and select the Complete button to complete the load as shown in the below Image-8
   
   
                                                                      (Image-8)

 

Canceling the Load

Within the Load Detail page, click the three vertical dots at the top right of the page and then Cancel

                                                           (Image-9)

 

Once you select Cancel, a popup window will allow you to update the following items (see Image 10 below):

1. Update the Cancellation Date and Cancellation Time
2. Mark as Non-Invoiceable, or mark as invoiceable to add Truck Ordered Not Used (TONU) to the customer invoice
3. Keep Invoice Line Items, such as the invoiced revenue
4. Add Invoice Notes to provide a reason for the cancellation
   
   

 

If you marked the load as invoiceable in the previous step, you can add TONU to the invoice by following these steps:

1. Go to the load, click the Financials tab, and click Net Invoice within the Finance section
   and select Add Accessorial Item (see Image 11 below)
   
   
                                                                       (Image-11)
   
   
2. Select Truck Ordered Not Used (TONU) within the Pay Item field, update the Rate and click Add and click Save (see Image 12 below)
   
   
                                                                      Image-12