LaneTally Loads Page Explained (Video + Steps)

1. See the big picture first (0:00)

Booking one load is never just one thing: there is the rate, the driver, the paperwork and the calls with the broker, and it all ends up scattered over texts and notebooks. LaneTally keeps it in one place. You book the load, chat with the driver, send the broker its freight invoice, pay the driver and keep the carrier's books, so one load flows all the way to the books with nothing typed twice. After this video you can add a new load, book it for your driver, fix it, deliver it or cancel it, and know what the driver and the owner see. The free demo needs no sign-up and no card and uses fake data.

2. Pick the carrier and learn the booking rule (1:15)

Top left is the same carrier picker as on Home. It decides whose loads you see. Pick All carriers and every count changes; pick one carrier and the tabs follow it. (Change fee and Add a carrier are explained in the Home video.) Under the title is the rule: plan a load, then set it to Booked. A booked load shows on the driver's phone right away.

3. Use the status tabs and the search box (1:51)

The tabs are filters with counts:

• All: every load of this carrier.
• Not booked yet: saved, but drivers cannot see it. Press Book it, right in the row, when the broker confirms.
• Booked: confirmed. The driver sees it, but the trip has not started.
• On the road: the driver started.
• Delivered: done.
• Cancelled: keeps your cancelled loads in your history.

An empty tab says so. Pick a carrier with no loads yet and the page says so too, and every count is zero.

The search box looks through the load number, the broker and the broker's own number, the carrier, bill of lading, cities, drivers, trucks, status and the rate (typed like 2750.00, or as shown, with the dollar sign and the comma), and a counter shows the matches. The search stays when you change tabs, so clear it if a tab looks empty. There are no sort buttons: the newest load is on top, and the table scrolls when the list is long.

4. Read each row (3:07)

• Load: the number is a button that opens the load. Under it are the broker and the broker's own number.
• Route: pickup to delivery, with the date and time.
• Carrier and driver: the carrier, the driver, then truck and trailer. A gray Off duty tag shows when the driver is switched off. No driver yet means nobody is picked, and a team load says team.
• Status: a colored tag. A load not booked yet gets Book it in the row.
• Pays: the rate plus extra charges, and dollars per loaded mile (a dash if there are no loaded miles). A driver never sees this column.

5. Open the load popup (3:49)

Press a load number to open it. The top has the number, the status and an X; Escape or a click outside closes it too, and on a computer you can drag it by the title. You will see:

• The route line (pickup, delivery and how many stops) with a small map, then the stops in order: which is next, which are done, and how long drivers usually wait there.
• The facts: carrier, driver (a team load shows both drivers and their pay split), loaded and empty miles, truck, trailer and broker.
• Miles by state, an estimate from the route. Press Change to fix a number or Add a state that is missing, then Save miles by state. They are marked corrected, and you are told if the total does not match the load. These miles feed your IFTA report.

6. Money, progress and buttons in the popup (5:02)

The money block shows Freight (the rate), then factoring, then your dispatch fee, and the last line is what the carrier keeps before costs. Below are the details (stops, commodity, weight, trailer type, bill of lading or PO, shipper and receiver, and the rate confirmation; a dash means empty) and the load progress: accepted, departed, delivered, with their times.

If a load has extra charges, they are listed in the details (the video shows 100 dollars on LB-1042). The buttons at the bottom depend on the status. Booked or on the road: Edit this load, Mark delivered and Cancel this load. Delivered: only Edit. Not booked yet: also Book this load, Cancel this load and Delete, which asks first. The small map opens a route map with buttons for diesel, parking, rest areas, weigh stations and Walmart, the miles and driving time for each leg, and a fuel stop about every 450 miles.

7. Team loads and driver extra-pay requests (6:46)

Pick a carrier that has them, such as Blue Line Freight, and two more things show up. A team load names both drivers and says team. Open it and the driver line says Drivers, team, with the pay split, and the miles count once for the truck. A driver can also ask for extra stop pay or detention pay (the video shows LB-1037). Each request waits for you with a Review button. It shows what the driver waited, the rate for this broker and what it adds up to. You can change the amount if the broker agreed to something else, then approve it, to add it to the invoice, or not approve it.

8. Open the New load form (7:47)

Press New load, here or on Home. Top right are Minimize and X. X closes the form and what you typed is gone (Escape does the same; a click outside does nothing). Minimize parks the form in a bar at the bottom: Open brings it back and Throw away asks first. You can have four bars at most, and one load form open at a time.

Your load number fills in with the next free one. You can change it, but two loads cannot share a number. Broker's load number is the broker's own reference. Pick the broker from your list, or add a new one (name, MC number, billing email and the days they pay in, 0 to 365); it is saved to your Brokers page. A broker marked Watch, like Meridian Load Co. in the demo, gives a yellow note. A broker marked Do not book refuses Save and book, but Save for later still works.

9. Choose who is hauling it (9:04)

Change the carrier and the drivers, trucks and fee change with it. A driver with an expired license or medical card gets a warning. A driver who is in a team, like Kevin Brooks, shows a checkbox that makes it a team load for both drivers. The driver list shows who is free, who is on a load and until when, and who is off duty. Choose later leaves it empty so you can plan first. Pick a driver and the truck and trailer fill in. An off-duty driver gets a yellow note: you can still save, but the note says to call the driver first. (A driver who is already on a load gets a red note once both dates are typed: see the next step.)

10. Fill in pickup, stops in between and delivery (9:46)

For the pickup, enter the address (addresses from past loads are suggested as you type and fill in the shipper contact too), the date and the time. Appointment is a fixed time, a time window (which needs an end after the start), or first come, first served. Stops in between are extra pickups or drops: each has a kind, address, date, time and appointment, and the driver sees them in order. Remove asks first. Delivery works like pickup. With both dates typed, the form checks the driver against them: in the video Marcus is free on those days, so there is no note.

11. Enter miles and rate, and read the Worth it check (10:41)

Loaded miles are the ones you are paid for; empty miles get the truck to the pickup. If the driver had an earlier load, empty miles are estimated from where he finished, and it says where. Otherwise you type them, and you can always type your own. Rate is what the broker pays. Under it are your dispatch fee and factoring; Change opens them for this load (factoring, and your fee as a percent or flat dollars). Detention, lumper and other extras are added later, on the invoice.

The box under the rate is the quick check. It takes the rate, minus factoring and your fee, divided by all the miles, minus the carrier's cost per mile, and compares the result with the smallest profit per mile you set for that carrier. In the video, $1,850 shows Too low and $2,400 shows Worth it. With no miles yet it asks for them, and with no minimum set it says so. LaneTally does this math itself; it is not AI.

12. Attach the rate confirmation and add more details (11:45)

Attach the broker's rate confirmation as a PDF or a photo, up to 15 megabytes. The driver never sees it. (Reading it automatically with AI is Ready on launch day.) More details is all optional: broker contact, commodity, weight and trailer type (dry van, reefer, flatbed, step deck, power only or other; reefer adds a temperature). Mark the load full or partial: a partial load can share the driver's time with one other partial, a full load cannot. You can also add truck and trailer, shipper and receiver contacts, a bill of lading or PO number (searchable), a note the driver sees, and private notes only you see.

13. Understand the checks, then Save and book or Save for later (12:38)

Seven boxes must be filled: load number, pickup address and date, delivery address and date, loaded miles and rate. If one is empty, the browser tells you which and nothing is saved. Some problems stop Save and book and the message says why, for example a delivery before the pickup, the same address twice, zero miles or a zero rate, a load number already used, or a broker number already on another load of that broker (so one load is never billed twice). Other problems only warn you, and the choice is yours: a rate over $50,000, over $25 a mile, over 5,000 loaded or empty miles, or a weight over 80,000 pounds shows a box with Save anyway or Cancel. If the driver is on another load at that time, a note shows once both dates are typed, and Save and book asks whether to book anyway. That is for a team driver or a relay, and it is saved in the history.

Two buttons finish the form. Save and book makes the load Booked and the driver sees it right away; with no driver, the message tells you to add one. Save for later keeps it under Not booked yet, hidden from drivers, until the broker confirms. After you book, a draft freight invoice for the load is already on the Freight invoices page, so nothing is typed twice.

14. Off duty, Save for later, edit a load and Book it (15:21)

Pick a driver who is off duty and Save and book asks first. The question says the driver is off duty until a date (Oct 12 in the video): Book anyway books it, and Go back returns to the form. A load saved for later goes on top under Not booked yet. Edit this load opens the same form, filled in, with one button: Save changes. On a booked load the driver is told it changed. If you fixed the miles by state and later change the miles, the state miles follow and a message says to check IFTA. Book it, on a list or in a popup, always asks the same busy-driver question when the driver is already on a load. Press Book it on a load with no driver and it asks first: book this load with no driver? It is booked, but nobody sees it until you add a driver, and the message says so.

15. Locked money, Mark delivered, cancel and delete (16:54)

• Locked money: once an invoice is sent or paid, the form says so at the top. Broker, carrier, rate, factoring and fee turn gray, and the delivery date can only move inside the same week. Stops, times, miles, driver and notes still change. If the driver's pay is paid too, driver and miles lock as well.
• Mark delivered is for a driver who does not use the app. It asks first, then saves the missing steps in the history. It needs a driver on the load.
• Cancel this load asks first. The driver sees it as cancelled, it stays in your history, and its freight invoice is removed unless you bill a TONU. Open a cancelled load to bill a TONU or another charge (what for, amount, note); Add the charge puts only that charge on a freight invoice to the broker.
• Delete works on cancelled or not-booked loads, asks first, and is blocked once an invoice was sent or paid.

16. See what the carrier owner sees (18:28)

The carrier owner has a login of his own and sees the loads too. For him the page is called My loads. He sees every tab and every rate, but there is no New load button and no Book it. The popup is read only (no Edit, Mark delivered or Cancel). The only thing he can change is the miles by state.

17. See what the driver sees (18:57)

On his own phone, the driver's Today screen shows a line for a new load, with the route and the pickup time, and under it the load he is on now: the stops, the truck and trailer, the note from dispatch and a navigate button. No rate, no fee, no broker. My loads, under More, lists his loads with status, route, times and miles. Loads that are not booked yet stay hidden, and a cancelled load shows as Cancelled.

18. Use Loads on a phone (19:40)

The dispatcher has the same Loads screen on a phone, built for a thumb. The menu is the bar at the bottom: Home, Loads, Chat, Fleet and More. New load sits above the tabs, the tabs wrap into rows with the same counts, and the search box and counter are in the card below. Each load is a card with number and broker, route, carrier and driver, status and pays; a load not booked yet has Book it on its card. Tap a number and the same popup opens, full width, with the buttons at the bottom. The New load form is one column. There is no Minimize on a phone, so X closes it and what you typed is gone: finish it, or press Save for later at the bottom. The checks and warnings are the same.