How to Use the CarrierOS AI Dashboard
The CarrierOS AI dashboard is the first daily check-in for a trucking office. It gives dispatchers, owners, and accounting a fast view of load activity, billing readiness, and work that needs attention.
Use the dashboard at the start of the day to decide what to open first. It is not meant to replace the Loads page. It is a command summary that points you to the records that need work.
CarrierOS AI dashboard: quick answer
Use this page to complete the workflow on this screen. The sections below explain what each area does, when to use it, and what to check before moving to the next step.
What each section does
| Summary cards | Show the current health of the operation, such as active loads, pending paperwork, and billing-ready work. |
| Recent activity | Helps you see what changed recently without opening every module. |
| Attention areas | Highlights work that may block billing, settlement, or dispatch follow-up. |
| Navigation links | Take you to the full page where the real work is completed. |
How to use this page
- Review the top cards first and look for anything that changed since yesterday.
- Open the items that need attention, such as missing documents or loads waiting on billing.
- Use the linked module to fix the underlying record instead of editing from memory.
- Come back to the dashboard after major updates to confirm the summary moved in the right direction.
Helpful tips
- Treat the dashboard as a daily starting point, not a data entry page.
- If a number looks wrong, open the source module before assuming the dashboard is wrong.
- Keep loads, documents, and invoices clean so dashboard counts stay useful.
