How to Check Load Document Readiness in CarrierOS AI
Document readiness tells billing whether a delivered load has the paperwork needed to create a clean invoice packet. Follow the steps below to check load document readiness 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
Check load document readiness in CarrierOS AI: quick answer
Open the load or invoice detail, review required documents, confirm POD/BOL/rate confirmation/receipts are attached, and fix blockers before sending the invoice.
Before you start
- The load should be delivered or ready for billing.
- Know which documents your broker or factoring company requires.
- Have missing documents ready to upload.
Step-by-step instructions
- Open the load from Operations > Loads, or open the invoice from Accounting > Invoices.
- Review the document list.
- Check for POD, BOL, rate confirmation, receipts, and accessorial support.
- Open any blocker or missing item.
- Upload or correct documents.
- Confirm the invoice packet is ready.
Review checklist
Use this checklist before you save, send, approve, or rely on the record.
- POD: Proof of delivery.
- BOL: Bill of lading or delivery paperwork.
- Rate confirmation: Broker agreement and references.
- Receipts: Lumper, accessorial, or other supporting files.
- Blocker: A missing or unclear item that slows billing.
What happens next
After readiness is clear, create or send the invoice packet.
Common problems and fixes
- If a document is present but not recognized, check type and link.
- If an accessorial is missing support, attach the receipt.
- If the packet still looks blocked, review invoice settings.
Tips for carrier offices
- Review readiness before sending invoices.
- Attach accessorial support right away.
- Use one load record as the source of truth.
