Loadpilot

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LoadPilot's Knowledge Base

Although LoadPilot makes it easy to manage your freight business, we understand that you might have questions. This support page was designed to quickly answer the most common questions we receive. If you need additional support or are unable to find what you are looking for in the videos and how-to articles below, please contact us online or call us toll-free at 877-730-1942 to speak with a member of our technical support staff.
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Video – Export Your Data To QuickBooks

This video will show you how to export your accounting info to QuickBooks....
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Video – Revenues and Accounts Receivable

This video will show you how to use the Revenues / Accounts Receivable page. It will also show you how to use the search feature and how to export to PDF, Excel and print....
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Video – Manage Agent Settings

This video will show you how to manage the settings for your agents....
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Video – Assign a Custom Load ID to Any Load

This video will show you how to assign a custom load ID to your loads in LoadPilot....
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Video – Password Change

This video will show you how to change your password in LoadPilot....
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Video – Creating a PDF or Printout

This video will show you how to print or make a PDF using LoadPilot....
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Video – Finding your Sales Revenue

This video will show you how to find your sales revenue in LoadPilot....
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Video – Attaching Files to A Load Using Dropbox

This video will show you how to attach a file using Dropbox inside of LoadPilot....
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Video – Create a Custom Load ID

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Video – Using Dropbox with Approved Carriers

This video will show you how to use Dropbox with your approved carriers in LoadPilot....
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Video – Save Data to Excel

This video will show you how to save your data to Excel in LoadPilot....
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Video – Using SuperBroker Mode

This video shows you how to use LoadPilot's SuperBroker Mode....
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Video – Sending Your Carrier Packet

This video will show you how to send your carrier packet from LoadPilot....
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Video – Uploading Your Carrier Packet

This video shows you how to Upload your carrier packet in LoadPilot....
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Video – Sending a Rate Confirmation, BOL, Quote or Invoice

This video will show you how to send a Rate Confirmation, BOL, Quote or Invoice from LoadPilot....
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Video – Finding Agent Commissions

This video will show you how to find the commissions for an agent....
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Video – Search for sample Shipper and Carrier Packets

This quick video shows how to find a Shipper / Carrier Packet sample in LoadPilot....
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Video – Sending Loads to a Load Board

This video shows how easy it is for LoadPilot to send your loads to different load boards....
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Video – Enforcing Carrier Insurance

This video shows you how to turn on the carrier insurance settings. This makes it so that you and your agents will not be able to book loads with carriers who don't have insurance, or whose insurance is expired....
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Video – Adding an Agent

This video shows you how to add new agents to your account....
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Video – Deleting an Agent

This video will show you how to delete an agent from your LoadPilot account....
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Video – Search For Carriers

This video shows you how to search for carriers in LoadPilot's Master Carrier Database. This database contains over 200,000+ carriers from all over the country....
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Video – Adding and Managing Super Agents

This video explains what super agents are, how they work and how to set them up....
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Video Test

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Video – Viewing Agents Loads

This video will show you how to view and manage your agent's loads using your broker access....
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Video – Setting-up Agent Commission Structures

This video will show you how to set a unique commission structure for each agent....
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Video – Updating Credit Card Information

This video shows you how to update your billing info on LoadPilot....
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Video – Adding Miscellaneous Credits and Fees

LoadPilot allows you to add miscellaneous credits and fees to your loads and also to your carriers. This video will show you how it works....
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Video – Using Macropoint Load Tracking

This video will show you how to integrate your LoadPilot account to track loads using Macropoint....
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Bulk Delete Loads

This will explain how to delete multiple loads at once. All deleted loads can not be undeleted. Log in to LoadPilot Go to the loads "Loads in Progress" page at https://secure.loadpilot.com/loads-v2/index.cfm Next to each load is a check box. C...
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Password Reset

It's easy to reset your password. Go to https://secure.loadpilot.com/login/ Click on "Forgot Password". Enter the email address yo use for your LoadPilot account. *It will only recognize registered email addresses. Your password will be sent...
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Video- How Do I Get Started?- Part 2

Here's the second of two videos on how to get started with LoadPilot....
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Video – Getting Started – Part 1

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Video – LoadPilot Testimonial By Trey Creighton

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