Broker Dispatch & Load Entry That Helps Reps Cover More Loads Per Day

Broker Load Entry + Dispatch Features Inside TMSCloud

Eliminate re-typing. Capture load details once, validate required fields, reuse templates, then push the same data into dispatch, docs, billing, and reporting automatically.

Want the full dispatch workflow? See: Load & Dispatch Management.

Load Entry Built for Speed (Without Sacrificing Accuracy)

Load entry should feel like a workflow, not a form. Standardize the fields your team needs, auto-fill what you already know, and prevent bad data before it becomes a service failure.

• Auto-fill shipper/receiver details from saved customers and lanes
• Stop-level instructions (dock rules, contact names, reference requirements)
• Required fields to prevent missing PO / pickup # issues
• Quick add accessorials (detention, TONU, lumper) with documentation rules

Quoting, Rate History & Standardized Pricing

Faster quoting = faster load entry. Store historical rates by lane and customer, apply rules consistently, and reduce pricing mistakes that hurt margin.

• Customer-specific rate history and lane averages
• Quick quote tools tied to order details
• Target margin guidance (optional)
• Approval workflow for out-of-bounds pricing (optional)

Coverage Workflow: From Open Load to Covered

Keep coverage organized with clear statuses, carrier records, and communication history. When everything is tied to the load, your team reduces fall-offs and handles exceptions faster.

• Coverage statuses: open, offered, negotiating, covered
• Carrier profiles: contacts, lane preferences, notes, performance history
• Document collection (W-9, insurance, carrier packet) as needed
• Fall-off tracking and reason codes for continuous improvement

Rate Confirmations & Broker Dispatch Execution

Once a load is covered, dispatch should be automatic: generate the rate confirmation, include clear instructions, and maintain an audit trail of revisions.

• Rate confirmation generation from load data
• Stop instructions, appointment windows, and special handling notes
• Send confirmations and track sent history (as supported)
• Revision history and approval controls

Tracking, Milestone Updates & Proactive Alerts

Reduce check calls by standardizing milestones and surfacing exceptions early. Tracking (where enabled) creates shipper confidence and helps your team manage by exception.

• Milestones: dispatched, arrived, loaded, departed, delivered
• Optional location visibility and ETA updates (when enabled)
• Delay alerts and exception reason logging
• Customer update log tied to each load

Docs, POD & Billing-Ready Packets

Brokers get paid when paperwork is complete. Attach POD/BOL and receipts to the load, enforce customer-specific doc checklists, and hand billing a complete packet—fast.

• POD/BOL uploads and document checklists by customer
• Auto-attach documents to the correct load
• Proof for accessorials (detention, lumper, TONU) with attachments
• Billing packet exports and audit trails

Margin Reporting: Control Profit Per Load, Lane & Customer

Load entry and dispatch should feed margin visibility automatically. Track customer revenue, carrier costs, accessorials, and adjustments to understand true profitability and optimize lanes.

• Gross margin per load with cost breakdown
• Lane profitability and customer rankings
• Cost history and service performance notes
• Exportable reporting for accounting and forecasting

Ready to Upgrade Broker Dispatch and Load Entry?

Standardize load creation, speed up coverage, reduce check calls, and produce billing-ready paperwork—inside TMSCloud.

• Enter loads faster with templates and validation
• Cover loads faster with structured coverage workflows
• Track milestones and exceptions in real time
• Improve margin control with per-load profitability reporting

Want more product detail? Visit TMSCloud.com.