Keep the load's paperwork
Attach the rate confirmation, the bill of lading and the signed proof of delivery to the load, and update its status from booked to delivered.
Recorded in TBOS with example data. Names, companies and documents are fictional.
What the video says
- Keep every load's paperwork with the load itself. Open the load from your list.
- Under Load paperwork, choose Rate confirmation, then add the file from your computer or your phone.
- As the load moves, update its status. Mark it dispatched, then picked up.
- At pickup, add the bill of lading.
- Once you're rolling, mark it in transit. At the receiver, mark it delivered.
- Take a photo of the signed proof of delivery and add it as the POD.
- The rate confirmation, BOL and signed POD now sit together on the load, ready for the invoice.