How to Assign a Driver, Truck, and Trailer in CarrierOS AI
Assignment connects the load to the people and equipment that will move it. Follow the steps below to assign driver truck and trailer in CarrierOS AI, then confirm the saved result before the office relies on it.
On this page
- Quick answer
- Before you start
- Step-by-step instructions
- Review checklist
- What happens next
- Common problems
- Related guides
Assign driver truck and trailer in CarrierOS AI: quick answer
Open the load, choose edit or assignment controls, select the active driver, truck, and trailer, save the record, and confirm the truck board reflects the assignment.
Before you start
- The driver, truck, and trailer should already exist in CarrierOS AI.
- The truck and trailer should be active and available.
- Pickup and delivery times should be entered.
Step-by-step instructions
- From Operations > Loads, click View load on the load you want to update.
- Choose Edit or assignment controls.
- Select the driver.
- Select the truck and trailer.
- Review pickup and delivery times.
- Save changes.
- Open the Truck Board to confirm the assignment appears correctly.
Review checklist
Use this checklist before you save, send, approve, or rely on the record.
- Driver: The person responsible for the load.
- Truck: The power unit assigned to the load.
- Trailer: The trailer assigned to the load, if needed.
- Dispatcher: The office user managing the load.
- Status: The stage of the load after assignment.
What happens next
After assignment, track status through pickup, delivery, POD, approval, and invoice readiness.
Common problems and fixes
- If a truck is missing, check truck active status.
- If a trailer warning appears, add the trailer or confirm power-only work.
- If a driver is missing, check the driver record.
Tips for carrier offices
- Assign equipment before the pickup day when possible.
- Use Truck Board warnings before booking another load.
- Keep trailer data clean to avoid dispatch mistakes.
