How to Use the Loads Page in CarrierOS AI
The Loads page is the main operations list in CarrierOS AI. It helps dispatchers track every load from draft to invoice without losing the route, driver, paperwork, or billing status. The guide below explains the loads page in CarrierOS AI workflow and what to verify before moving on.
A clean load record is the center of the TMS. Driver assignment, documents, invoices, settlements, reports, and customer follow-up all depend on the data saved here.
Loads 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
| Status tabs | Filter loads by workflow stage so dispatch can focus on what is active, delivered, approved, or invoiced. |
| Search and filters | Find loads by number, customer, route, date, driver, truck, or other useful fields. |
| Load list | Shows the most important load facts in a compact table. |
| Load drawer | Opens a detailed side panel without leaving the list. |
How to use this page
- Start with the status tabs to narrow the list.
- Use search or column filters when you need a specific load.
- Click a row to open the drawer and review route, assignment, paperwork, and billing readiness.
- Update the load only after confirming the customer, stops, dates, driver, and charges are correct.
Helpful tips
- Use the internal load status to keep dispatch and accounting aligned.
- Avoid duplicate load numbers because invoices and reports depend on clean load records.
- Check documents before approving or invoicing a delivered load.
