Brokerage Planning
This tab shows all loads on the selected board, regardless of status.
What is Periscope?
When you need the latest load update without opening the load, this is the first place to look.
What is the Tracking column?
This toggle in Dispatch is used to enter a manual callin.
What is Enter Callin?
This is the best shortcut for entering a single order quickly.
What is the + icon?
Entering shipper arrival changes the load to this status.
What is Loading?
You can use this menu by right-clicking a load.
What is the action menu?
This filter shows loads whose manually scheduled check call time has already passed.
What is Missed Check Call?
These are the 3 check call filters in Covered Orders and In Progress Orders.
What are Missed Check Call, Missing Next Check Call, and Approaching Check Call?
If you want the Next Actions section after saving an order, use this option instead of the + shortcut.
What is Add Order?
Entering shipper departure changes the load to this status.
What is In Progress?
This column gives quick update details and can be hovered over for more information.
What is the Tracking column?
If you ignore the McLeod password change notification for 14 days, this is the result.
What is getting locked out of my account and having to call Dave?
Loads using this tracking tool often appear in the Missing Next Check Call filter because the pings do not populate info in the Next Scheduled Call field.
What is MacroPoint?
Before adding a new location, you should always do this first.
What is search for the location first?
Entering receiver arrival changes the load to this status.
What is Unloading?
This feature lets you rearrange Brokerage Planning columns to fit your preferred layout.
What are Table Configurations?
You must perform this action after a delivered load is complete, so accounting can bill it.
What is Release to Invoicing?
From an opened load in Movement View, this tab is used to review written updates and tracked map activity.
What is Tracking History?
This button is used when the stop location is not already saved in McLeod.
What is + Add Location?
Entering receiver departure changes the load to this status.
What is Delivered?
This icon indicates that a load is on hold.
What is the red hand?
Manually using the Brokerage Status dropdown to push a load through the workflow causes this problem.
What is it breaks the workflow automation?
In Tracking History, this toggle lets you review written entries and tracked positions.
What is Callins & Positions?
ADEs use this to set the preferred carrier pay range for a load.
What is Target Pay?
These entries at both the shipper and receiver are required before a load can be marked delivered or ready to bill.
What are arrival and departure times?