SmartLoads Help

Short how-to guides for brokers, dispatchers and agency admins.

Getting started

• Set up your agency in SmartLoadsFirst steps for an agency admin: sign in, check your agency profile and board work hours, then invite your team, add customers and connect your tools.
• Invite your team and choose what they can openAdmins invite brokers and dispatchers from Team Members. See what each role opens, how to change someone's feature access, and how to resend or remove invites.
• Add a customer and use their intake emailAdd a customer in Customer Setup, copy their SmartLoads intake email for their send list, and set whether their loads go to DAT and show a rate on load boards.

Load board

• How loads get onto your board, and when they clearLoads reach your board from customer emails, file uploads and Create Load. See when the board clears, and how to keep a customer's loads to their ship date.
• Claim, book and cover a loadWork a load from the board: claim it so your team knows it's yours, click Book when you have a carrier, then Cover with the confirmed rate. Step by step.
• Export loads to DAT with an upload fileDAT gets your loads from an upload file. SmartLoads builds the CSV and marks those loads sent, then you upload it with DAT's bulk upload on its load board.
• Post loads to Truckstop through its APIConnect your Truckstop account once, then post loads from the board or turn on auto-post. Postings come down when loads are booked, covered or cleared.

Outlook and Aljex

• Install the SmartLoads panel in OutlookAdd the SmartLoads panel to Outlook once per mailbox: download the file from Connectors, add it in Outlook on the web, then sign in with your SmartLoads login.
• Quote a rate request from OutlookRead the lanes in a shipper's rate request with the Outlook panel's Quote tab, see Truckstop market rates, type your price and click Reply with quote.
• Rate cons and the Delivery tabSend carrier rate cons to SmartLoads by CC or from the Outlook panel, find each one matched to its load on the Delivery tab, then click Mark covered yourself.
• Fill Aljex with the SmartLoads Chrome extensionInstall the SmartLoads extension in Chrome, click Copy for Aljex, then Fill in Aljex. It fills the shipment's boxes, and you check them and click Save.

Carriers

• Check a carrier against FMCSA recordsLook up a carrier in FMCSA records by USDOT number, MC number or name, and read the Carrier check box when you book. It's advice and never blocks booking.