Workspace
Rate board
Compare carrier rates for a load, judge each against your margin and your own lane history, and take one. A person always decides.
The rate board is where you cover a load. For each load it lists the carrier rates you have collected, shows the margin each would leave, compares each with what you have paid on the same lane before, and checks the carrier's compliance. You select a rate, look at the gates, and press Take this rate. The system never picks for you.
- Where
- Workspace › Rate board (/rate-board)
- Who opens it
- Loads · view
- Who adds or takes a rate
- Loads · edit
- Shows
- Up to 40 loads (not Cancelled), open ones first
- Audited
- quote.add, quote.pick (and carrier.create when a new carrier is made)
What you see
The header
A badge says how many loads are open (no carrier, or a carrier that is not cleared), or All covered. If more than 40 loads qualify, a second badge says how many are not shown.
Choose a load
A strip of loads across the top. Each shows the container (never cut short) and the lane. Pick one to work on it. With no loads at all you see Nothing to quote.
The load facts
Customer rate, carrier (if any), equipment, commodity and status. Next to them, buttons to post the load to DAT, Truckstop and Loadmatch. These are not connected yet and say so.
Context
| Panel | What it tells you |
|---|---|
| Customer credit | Whether the customer's credit lets the load move (R2). |
| Your own book | The last 5 rates you paid on the same origin and destination, with the average, low and high. No lane history if you have never moved it. |
| Contract rates | Contract buy rates and customer sell rates in force on this lane, from Lanes. |
| Market | A market price band. This is simulated (marked so) until a load board is connected. |
| Links | Ask carriers starts a rate request for this load. Lanes opens the lane rates. |
Rates
A summary line: rates in, how many are from cleared carriers, the spread, and your lane average.
| Column | What it holds |
|---|---|
| Carrier | The carrier name, with Lowest on the cheapest. |
| MC | The carrier's MC number. |
| Rate | What the carrier quoted. |
| Margin | Customer rate minus this rate. |
| Against this lane | The verdict (below). Hover for the reason. |
| Transit | Days in transit, if given. |
| Score | The carrier's score from your own loads, if it has one. |
| Compliance | Approved, Pending compliance, Rejected, or Not on file (an MC you have no carrier for). |
| (action) | Select, or On the load for the rate already taken. |
A line under the table says where the rates came from. No load board is connected, so every rate was typed in (or is demo data).
The verdict on each rate
| Verdict | Means |
|---|---|
| Loss | The rate is above what the customer pays. Taking it books the load at a loss. |
| No lane history | You have not moved this lane before, so there is nothing of your own to judge it against. |
| Thin against this lane | Dearer than your lane average; the margin is that much thinner. |
| At or under lane average | At or below what you usually pay on this lane. |
Add a rate
When a carrier quotes by phone, email or a load board, record it here.
Choose the load
In the strip at the top.Fill in Add a rate
Carrier name (required), MC number (4 to 8 digits), the rate (required), transit days, the source (Manual, DAT, Truckstop, Loadmatch, Phone, Email) and a note.Press Add rate
The rate appears in the table. If the MC matches a carrier you have, it is linked to that carrier.
Always enter the MC if you have it. A rate with no MC cannot be taken if the carrier is not already in your list.
Carriers can also answer a rate request from their portal; awarded answers land here as rates.
Take a rate
Press Select on a rate
This only shows the dispatch gates for that choice: carrier compliance (R1) and customer credit (R2). Nothing is saved yet.Read the gates
If the carrier is not cleared, you can still take the rate, but the load cannot be dispatched until it is.Press Take this rate
A message confirms: Carrier X is on AR-0042 at $1,250.
What taking a rate does:
| Effect | Detail |
|---|---|
| Carrier on the load | The carrier and its payment terms are set; the carrier cost becomes the quoted rate. |
| Status | A load in Pending or Needs Carrier moves to Needs Driver. |
| One rate taken | Any rate taken before on this load is un-taken. |
| Feed and audit | Rate taken: Carrier at $1,250 in the activity feed; quote.pick in the audit log. |
When the MC is new to you
If the rate's MC matches none of your carriers, taking it creates the carrier:
- The new carrier starts as pending compliance, so dispatch is blocked until it is approved (R1).
- Compliance is notified at once, and again 15 minutes later if it is still pending (R11).
- The feed says new carrier, pending compliance.
Messages you may see
| Message | Why |
|---|---|
| That rate is already the one on the load. | It is already taken. |
| This rate has no MC number, so the carrier cannot be found or created. | Add the rate again with its MC. |
| An MC number is 4 to 8 digits. | Check the MC. |