How to Use the Load Detail Page in CarrierOS AI
The Load Detail page is the full record for one load. It shows route, status, stops, assignment, documents, financials, notes, and readiness in one working view. The guide below explains the load detail page in CarrierOS AI workflow and what to verify before moving on.
When a load question comes up, this page should answer it. Dispatch, accounting, and management can use the same record instead of working from separate notes.
Load detail page in CarrierOS AI: 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
| Header | Shows load number, customer, route, driver, truck, and current status. |
| Status timeline | Tracks dispatch, delivery, POD, approval, and invoice progress. |
| Stops and route | Shows pickup and delivery details, appointments, miles, and map preview. |
| Documents and financials | Shows paperwork, billing readiness, charges, and profit context. |
How to use this page
- Open the load from the list or search result.
- Check the status timeline before changing workflow status.
- Review stops, assignments, and documents when a customer or driver calls.
- Use tabs to move between overview, status, stops, route, documents, financials, and notes.
Helpful tips
- Keep load detail clean because invoices, driver settlements, and reports use this data.
- Do not approve a load until paperwork and charges are correct.
- Use notes carefully so internal and customer-visible information do not get mixed.
