Training/reference only. This page contains no private employee, customer, or payment data. Management approval and actual database permissions are required before live invoicing.
Ten-step load-board course
Confirm company membership and assigned carrier; do not use another company’s credentials.
Filter equipment, origin radius, destination, pickup dates, weight, rate and appointment windows.
Check trailer dimensions, cargo securement, weight and endorsements with the carrier; do not assume generic limits.
Straight line: A→B; Triangle: A→B→C; Circle: regional multi-stop loop. These are business planning strategies, not FMCSA rules.
Verify authority and legal identity independently; check factoring credit, payment history, double-brokering warnings and approved broker setup.
Compare loaded and empty miles, fuel, tolls, HOS, detention risk, and carrier minimum before making a counteroffer.
Obtain carrier authorization, rate confirmation, load number, appointment details, cargo and special instructions.
Record pickup, seal, driver check calls, exceptions, delivery, signed BOL and POD.
Confirm approved accessorials; send invoices using authorized channels; track pending versus verified paid separately.
Complete mock load, broker check, cost estimate, phone script, and supervisor review.
Load board platforms
DAT One, Truckstop and 123Loadboard have changing screens and subscription rules. Use the vendor’s current help center and your company-approved subscription. Do not share credentials or bypass carrier verification.
DAT · Truckstop · 123Loadboard
Practice load worksheet
Carrier/MC: ____________________ Equipment: _______________
Pickup city/date: ____________________ Delivery city/date: ____________________
Loaded miles: ______ Deadhead: ______ Gross rate: $______
Broker name/MC: ____________________ Factoring approval: ______
Truck restrictions and HOS verified: ______ Appointment confirmed: ______
Dispatcher safety and ethics
☐ Never book without carrier authorization.
☐ Never misrepresent carrier operating authority or identity.
☐ Never ignore equipment restrictions, weight limits, HOS or safety concerns.
☐ Never assume a load board listing proves broker creditworthiness.
☐ Never mark a load delivered without delivery evidence.