Services›Shipper RecordsSHIPPER RECORDS

Loads and invoices,
shipper by shipper.

Keep each shipper's profile, pickup and delivery details,
documents and invoices together on the load.

Sample load · LD-2048In transit
AssignedDispatchedIn transitDelivered
SHIPPER RECORDS

Profiles and loads by shipper

Save each shipper's profile, contacts and locations, then build each load
with its pickup and delivery details. Your dispatcher assigns the
driver and truck by hand; documents and invoices stay on the load.

Create a loadEnter pickup and delivery stops, references and any requirements.Dispatch itYour dispatcher assigns the driver, truck and trailer by hand, and the
driver sees the load in the Driver App.
Shipper profileThe shipper's profile, contacts and locations stay linked to each load.Load historyPast and active loads for each shipper, in one place.
SOFTMS Web Platform — Shipper loadsSample data
LD-4120Chicago → DallasIn transitLD-4121Atlanta → MiamiAssignedLD-4122Denver → PhoenixDelivered

Loads and documents by shipper

Load status, documents and invoices in one shipper view.

STATUS & TRACKING

Follow a load through
to invoice-ready

Status follows what your drivers report in the
Driver App, so your team can answer a shipper's
status question from the load record.

LD-4120 · Chicago → DallasSample data
AssignedDriver and truck
DispatchedSent to the driver
In transitStatus from the app
DeliveredBOL and POD uploaded
Invoice readyDocuments complete
ON EACH LOAD

Documents and invoices stay on the
load they belong to

Documents on the load

Rate confirmations, BOLs and PODs attach to the load as it moves, so
your team isn't chasing email attachments. Receipts attach too.

Rate confirmationBOLPODReceipts

Invoicing from the load

When the POD and rate confirmation are on file, finance can build the
invoice packet and track its status through payment.

Invoice packetInvoice statusPayment status
SHIPPER · FAQ

Questions about shipper records

How shipper profiles, load details, documents
and invoicing work in SOFTMS for your team.

The profile your team keeps for a shipper you haul for: company details, contacts and locations, linked to its loads. It is an internal record; shippers do not sign in.

No. Shippers do not sign in or place loads. Your team enters each load from the request, and your dispatcher assigns the driver, truck and trailer.

From what your drivers report in the Driver App, plus last-known location on active trips, with consent. Offline updates sync later.

Rate confirmations, BOLs and PODs attach to the load as it moves, so your team isn't chasing attachments over email. Receipts can be attached as well.

When the POD and rate confirmation are on file, finance builds the invoice packet and tracks payment. It does not move money.

REQUEST A DEMO

Shippers, loads and
invoices in one system.

See how shipper profiles, load entry, load status, documents and invoicing fit together, walked through by a specialist.

Talk to Our TeamTalk to Support or Sales about a guided demo.
For trucking carriers across the United States and Canada.

Request a demo

A specialist will walk your team through dispatch, safety and finance in a guided demo.

By submitting this form you agree to be contacted about SOFTMS and accept our Privacy Policy.

ServicesShipper Records

SHIPPER RECORDS

Loads and invoices, shipper by shipper.

Keep each shipper's profile, pickup and delivery details, documents and invoices together on the load for dispatch and finance.

Sample load · LD-2048In transit
  1. Assigned
  2. Dispatched
  3. In transit
  4. Delivered
SHIPPER RECORDS

Profiles and loads by shipper

Save each shipper's profile, contacts and locations, then build each load with its pickup and delivery details. Your dispatcher assigns the driver and truck by hand; documents and invoices stay on the load.

  • Create a loadEnter pickup and delivery stops, references and any requirements.
  • Dispatch itYour dispatcher assigns the driver, truck and trailer by hand, and the driver sees the load in the Driver App.
  • Shipper profileThe shipper's profile, contacts and locations stay linked to each load.
  • Load historyPast and active loads for each shipper, in one place.
Shipper loadsSample data
LD-4120Chicago → DallasIn transit
LD-4121Atlanta → MiamiAssigned
LD-4122Denver → PhoenixDelivered

Load status, documents and invoices in one shipper view.

STATUS & TRACKING

Follow a load through to invoice-ready

Status follows what your drivers report in the Driver App, so your team can answer a shipper's status question from the load record.

LD-4120 · Chicago → Dallas · Sample data

  1. AssignedDriver and truck
  2. DispatchedSent to the driver
  3. In transitStatus from the app
  4. DeliveredBOL and POD uploaded
  5. Invoice readyDocuments complete
ON EACH LOAD

Documents and invoices stay on the load they belong to

Rate confirmations, BOLs and PODs attach to the load as it moves, so your team isn't chasing email attachments. Receipts attach too.

Documents on the load

BOLs, PODs and receipts stay on the load, not in a mailbox.

  • Rate confirmation
  • BOL
  • POD

Invoicing from the load

When the POD and rate confirmation are on file, finance builds the invoice packet and tracks its status through payment.

  • Invoice packet
  • Invoice status
  • Payment status
FAQ

Questions about shipper records

How shipper profiles, load details, documents and invoicing work in SOFTMS for your team.

The profile your team keeps for a shipper you haul for: company details, contacts and locations, linked to each of their loads. It is an internal record; shippers do not sign in.

No. Shippers do not sign in or place loads. Your team enters each load from the request, and your dispatcher assigns the driver, truck and trailer.

From what your drivers report in the Driver App, plus last-known location on active trips, with consent. Offline updates sync later.

Rate confirmations, BOLs and PODs attach to the load as it moves, so your team isn't chasing attachments over email. Receipts can be attached as well.

When the POD and rate confirmation are on file, finance builds the invoice packet and tracks payment. It does not move money.

REQUEST A DEMO

Shippers, loads and invoices in one system.

See how shipper profiles, load entry, load status, documents and invoicing fit together, walked through by a specialist.

REQUEST A DEMO

Bring loads, drivers, documents, risk and settlement into one system.

See how SOFTMS connects your operation from first dispatch to final settlement — across the United States and Canada.

Talk to Our Team

Request a demo

A specialist will walk your team through dispatch, safety and finance in a guided demo.

By submitting this form you agree to be contacted about SOFTMS and accept our Privacy Policy.

ServicesShipper Records

SHIPPER RECORDS

Loads and invoices, shipper by shipper.

Keep each shipper's profile, pickup and delivery details, documents and invoices together on the load for dispatch and finance.

Sample load · LD-2048In transit
  1. Assigned
  2. Dispatched
  3. In transit
  4. Delivered
SHIPPER RECORDS

Profiles and loads by shipper

Save each shipper's profile, contacts and locations, then build each load with its pickup and delivery details. Your dispatcher assigns the driver and truck by hand; documents and invoices stay on the load.

  • Create a loadEnter pickup and delivery stops, references and any requirements.
  • Dispatch itYour dispatcher assigns the driver, truck and trailer by hand, and the driver sees the load in the Driver App.
  • Shipper profileThe shipper's profile, contacts and locations stay linked to each load.
  • Load historyPast and active loads for each shipper, in one place.
Shipper loadsSample data
LD-4120Chicago → DallasIn transit
LD-4121Atlanta → MiamiAssigned
LD-4122Denver → PhoenixDelivered

Load status, documents and invoices in one shipper view.

STATUS & TRACKING

Follow a load through to invoice-ready

Status follows what your drivers report in the Driver App, so your team can answer a shipper's status question from the load record.

  1. AssignedDriver and truck
  2. DispatchedSent to the driver
  3. In transitStatus from the app
  4. DeliveredBOL and POD uploaded
  5. Invoice readyDocuments complete
ON EACH LOAD

Documents and invoices stay on the load they belong to

Rate confirmations, BOLs and PODs attach to the load as it moves, so your team isn't chasing email attachments. Receipts attach too.

Documents on the load

BOLs, PODs and receipts stay on the load, not in a mailbox.

  • Rate confirmation
  • BOL
  • POD

Invoicing from the load

When the POD and rate confirmation are on file, finance builds the invoice packet and tracks its status through payment.

  • Invoice packet
  • Invoice status
  • Payment status
FAQ

Questions about shipper records

How shipper profiles, load details, documents and invoicing work in SOFTMS for your team.

The profile your team keeps for a shipper you haul for: company details, contacts and locations, linked to each of their loads. It is an internal record; shippers do not sign in.

No. Shippers do not sign in or place loads. Your team enters each load from the request, and your dispatcher assigns the driver, truck and trailer.

From what your drivers report in the Driver App, plus last-known location on active trips, with consent. Offline updates sync later.

Rate confirmations, BOLs and PODs attach to the load as it moves, so your team isn't chasing attachments over email. Receipts can be attached as well.

When the POD and rate confirmation are on file, finance builds the invoice packet and tracks payment. It does not move money.

REQUEST A DEMO

Shippers, loads and invoices in one system.

See how shipper profiles, load entry, load status, documents and invoicing fit together, walked through by a specialist.

REQUEST A DEMO

Bring loads, drivers, documents, risk and settlement into one system.

See how SOFTMS connects your operation from first dispatch to final settlement — across the United States and Canada.

Talk to Our Team

For trucking carriers across the United States and Canada.

Request a demo

A specialist will walk your team through dispatch, safety and finance in a guided demo.

By submitting this form you agree to be contacted about SOFTMS and accept our Privacy Policy.