Broker Dispatch Management That Moves Loads Faster (With Fewer Check Calls)

Broker Dispatch Features You Should Expect in a TMS

Broker dispatch is about moving fast while keeping documentation clean. The best systems centralize load details, carrier records, rate confirmations, live tracking, and billing-ready paperwork.

Load Intake, Customer Profiles & Quoting

Speed starts at intake. Centralize customer terms, lane templates, reference numbers, and service requirements so reps can quote and build loads quickly and consistently.

• Customer profiles with billing terms and contacts
• Lane templates for repeat freight
• Rate history and quick quoting
• Required reference fields (PO, pickup #, etc.)

Carrier Sourcing, Assignments & Coverage Workflow

Cover more loads with less effort. Track carrier performance, lane preferences, and contact history—then assign carriers quickly while keeping compliance documents and notes in one place.

• Carrier profiles with contacts and lane preferences
• Coverage workflow: offered → negotiating → assigned
• Carrier performance notes and internal ratings
• Document collection (W-9, insurance, carrier packet) as needed

Add your exact compliance checks (insurance expiration, authority status, etc.) based on what your system supports.

Rate Confirmations & Carrier Communication

Generate rate confirmations instantly and keep an audit trail of what was sent, when it was sent, and what terms were agreed to—so disputes drop and handoffs are clean.

• Auto-generate rate confirmations from load details
• Carrier instructions and appointment requirements
• Send via email/portal with timestamps (as supported)
• Revision history and approval controls

Tracking, Status Updates & Check-Call Reduction

Visibility builds shipper confidence. Use real-time tracking (where enabled) and structured status updates to reduce manual check calls and keep everyone aligned on ETA and milestones.

• Status timeline: dispatched, arrived, loaded, departed, delivered
• Optional location-based visibility and ETAs
• Automated alerts for delays and exceptions
• Internal notes and customer-facing updates

Docs, POD Collection & Billing-Ready Packets

Brokers get paid when paperwork is clean. Capture POD, BOL, and receipts quickly, attach documents to each load, and build a complete billing packet for faster invoicing and fewer disputes.

• Upload POD/BOL and supporting documents
• Automatic document attachment to loads
• Document checklists per customer requirement
• Billing packet assembly for accounting

Exceptions, Service Failures & Customer Communication

When delays happen, speed of communication matters. Track exception reasons, document impact events (late pickup, detention, rework), and keep a clear record of customer updates.

• Delay reason codes and exception reporting
• Customer update logs and follow-up tasks
• Detention and accessorial documentation tracking
• Post-load review notes for carrier performance

Broker Margin Reporting: Profit Per Load, Lane & Customer

Margin visibility is the difference between growth and chaos. Connect customer revenue, carrier cost, accessorials, and service performance to understand true profitability by lane and account.

• Gross margin per load and per lane
• Customer profitability trends and rankings
• Carrier cost history and performance notes
• Exportable reports for accounting and forecasting

Ready to Upgrade Your Broker Dispatch Workflow?

Centralize quoting, coverage, tracking, documentation, and margin reporting in one broker-ready TMS—so your team can run more loads per rep with better service and cleaner billing.

• Move loads faster with structured workflows
• Reduce check calls with better visibility
• Improve carrier coverage and repeatability
• Increase margin control with real-time reporting

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