Loads

A load is the truck side of the job: which carrier, driver and vehicle move the freight, and what it costs you.

When you dispatch an order, Optrix creates a load for you and links it to the new shipment. A load's shipments are always linked through Dispatch; you can't attach shipments to a load by hand. You can still create a standalone load from Loads โ†’ New Load, for example to plan capacity.

Load statuses

Planned Assigned In Transit Delivered Cancelled

You don't set load statuses by hand. They follow the load's shipments and the driver app:

Load fields

FieldNotes
CarrierRequired. Your own company for your fleet, or a subcontractor.
DriverThe list is grouped into Carrier drivers and Company drivers. A ๐Ÿ“ฑ means the driver has an app login.
VehicleOnly the selected carrier's vehicles are listed.
Origin / DestinationSaved locations.
Pickup / Delivery DatePlanned dates.
Freight Cost / Total CostWhat you pay the carrier. Reports use it for costs and margin.
Distance (km)Optional. Used for per-km driver pay. If blank, the GPS trail or a map estimate is used.
Max Weight (kg)Capacity of this load.
Currency, NotesNotes are shown to the driver in the app.

Assigning a driver and vehicle

  1. Open the load. The Driver & Vehicle card shows who is on it.
  2. Click Assign driver (or Change), then choose the driver and vehicle.
  3. Save. The load becomes Assigned and appears in the driver's app under My Loads.

The card shows the driver's phone number (tap to call), licence number, licence expiry warnings, employer, and whether the driver can use the app. Drivers without an app login can still be assigned; you just won't get GPS or app proof of delivery for them.

Subcontracted jobs: when the shipment is offered to a subcontracted carrier, that carrier's own driver is put on the load automatically once the carrier assigns them in the Work Portal.

Rate confirmation

Click Rate confirmation on a load to download a PDF you can send to the carrier. It confirms the route, dates, equipment, driver and vehicle, the agreed rate, and the terms. US and Canadian workspaces get Letter paper size; all other countries get A4.

Live tracking

While the load is in transit and the driver is sharing location, the load page shows a map with the latest position and the route travelled. See GPS & Customer Tracking.

Last updated September 2026 ยท Something unclear or out of date? Tell us.