Troubleshooting: Missing Rate Confirmation Fields in CarrierOS AI
Some rate confirmations are messy. If fields are missing, review the source document and complete the draft manually. The checks below explain why missing rate confirmation fields in CarrierOS AI and show where to correct the source record.
On this page
- Quick answer
- Before you start
- Step-by-step instructions
- Review checklist
- What happens next
- Common problems
- Related guides
Missing rate confirmation fields in CarrierOS AI: quick answer
Compare the original rate confirmation to the extracted fields, fill missing broker, route, rate, equipment, date, and reference details, then create the load only after review.
Before you start
- Open the original rate confirmation.
- Know which fields are required for dispatch and billing.
- Do not create the load until critical fields are correct.
Step-by-step instructions
- From Operations > Loads, open Create Load from Rate Confirmation or the AI review screen for that draft.
- Compare each extracted field to the PDF.
- Fill blank broker, route, rate, equipment, and references.
- Add notes for unclear accessorials or instructions.
- Create the load after review.
- Keep the original document attached.
Review checklist
Use this checklist before you save, send, approve, or rely on the record.
- Broker: Company sending the load.
- Route: Pickup and delivery details.
- Rate: Linehaul and possible accessorial amounts.
- Equipment: Required truck or trailer type.
- References: Numbers used by billing and broker communication.
What happens next
After the load is created, review the load detail page and assign equipment.
Common problems and fixes
- If the PDF is low quality, type missing details manually.
- If the broker name is not recognized, choose or create the right account.
- If an accessorial is unclear, add a billing note.
Tips for carrier offices
- Use human review for every AI draft.
- Check rate and references carefully.
- Ask the broker for a cleaner copy if needed.
