Carrier Guide
Learn how carrier operations teams use FTM to manage dispatch, drivers, equipment, shipment execution, documents, and reporting inside Salesforce.
This guide covers
Dispatch Management
Driver Operations
Equipment & Fleet
Shipment Execution
Documents & Compliance
Reporting & Dashboards
Overview
What You’ll Learn
This guide covers the workflows carrier operations teams use every day inside FTM.
Dispatch Management
Plan, assign, and manage outbound loads from the Dispatch Console inside Salesforce.
Driver Operations
Assign drivers to loads, monitor activity, and communicate through the Driver App connected to FTM.
Equipment & Fleet
Maintain equipment records, assign units to loads, and track fleet availability inside Salesforce.
Shipment Execution
Record pickup and delivery milestones, update status in real time, and manage exceptions as they occur.
Documents & Compliance
Attach BOLs, rate confirmations, PODs, and compliance documents directly to the Salesforce load record.
Reporting & Dashboards
Monitor on-time performance, driver activity, fleet utilization, and freight revenue using native Salesforce dashboards.
Load lifecycle
A Typical Load in FTM
Each stage produces a record or event in Salesforce. Nothing is re-entered between steps.
Load Assignment
Load received, record opened
Dispatch Planning
Equipment and driver selected
Driver Assignment
Driver notified via app
Pickup
Pickup confirmed, BOL attached
In Transit
Status live, driver tracked
Delivery
Delivered, milestone updated
Proof of Delivery
POD captured and attached
Billing & Reporting
Load closes, revenue recorded
Core documentation
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Core Workflows
Detailed guidance for each major area of carrier operations in FTM.
Dispatch Console
Plan and manage outbound loads from a single real-time board. View all active, pending, and completed loads. Assign equipment, drivers, and routes from one screen.
Dispatchers, operations supervisors
Driver Management
Maintain driver records, assign drivers to loads, and monitor activity. Drivers interact with the load record via the FTM Driver App, which syncs status updates back to Salesforce in real time.
Dispatchers, fleet managers
Equipment & Fleet
Track trailer and tractor records in Salesforce. Assign equipment to loads, monitor availability, and maintain a complete fleet inventory without leaving the FTM platform.
Fleet managers, dispatchers
Load Tracking
Monitor shipment progress in real time from pickup through delivery. Update status milestones as events occur so the load record always reflects the current state of the shipment.
Dispatchers, all operations team members
Document Management
Attach BOLs, rate confirmations, customs paperwork, and other compliance documents to the Salesforce load record. Documents are stored on the record and accessible to authorized users and customers.
All carrier operations team members
Proof of Delivery
Capture signed POD at delivery via the Driver App or manual upload. POD attaches to the load record automatically and triggers the next billing step without manual intervention.
Drivers (via app), dispatchers
Billing & Reporting
Generate invoices from the load record using the rate confirmed at dispatch. Review freight revenue, carrier settlements, and receivables through native Salesforce reports.
Operations managers, finance teams
Dashboards
Monitor on-time delivery rate, active load count, fleet utilization, and driver performance using native Salesforce dashboards that update automatically from live load records.
Operations managers, leadership
Day-to-day reference
Common Daily Activities
The tasks most carrier operations team members perform on a typical operating day.
1
Assign Loads
Open the Dispatch Console, locate unassigned loads, select the load record, assign equipment from the fleet lookup, and save.
2
Dispatch Drivers
Open the load record, navigate to the Driver field, select an available driver from the lookup. The Driver App sends the load details to the driver automatically.
3
Update Shipment Status
Open the active load record, update the Status field to reflect the current stage (Assigned, Picked Up, In Transit, Delivered), and save. Drivers can also update status directly from the app.
4
Record Pickup and Delivery Milestones
Update the Actual Pickup and Actual Delivery date-time fields on the load record when events occur. These feed on-time reporting and close the load lifecycle correctly.
5
Upload PODs and Documents
Navigate to the Files section on the load record. Upload the document and tag it with the correct type. Drivers can upload PODs directly from the FTM Driver App at delivery.
6
Review Driver Activity
Use the Dispatch Console or the Driver Activity list view to review load status by driver, flag missing updates, and follow up on delayed milestones.
7
Monitor Fleet Performance
Open the FTM Fleet Dashboard from the Salesforce App Launcher. Review equipment utilization, active assignments, and availability for upcoming loads.
8
Run Operational Reports
Navigate to Salesforce Reports and open the FTM Carrier Operations report. Apply date filters, group by driver or equipment, and export if needed for review.
Operational guidance
Recommended Operational Practices
Practices that keep load records accurate and reduce billing and compliance exceptions.
01
Keep shipment milestones current as events happen
Update pickup confirmed, in-transit, and delivered at the time of each event, not at end of shift. Delayed milestone updates make dashboards inaccurate and create gaps in on-time reporting that cannot be reconstructed retroactively.
02
Upload delivery documents immediately after delivery
Attach the signed POD to the load record as soon as delivery is confirmed. PODs held for batch upload are frequently missing when billing runs or when customers request proof of delivery, creating delays in both revenue and customer service.
03
Maintain complete load records from assignment through close
All required fields on the load record, including driver, equipment, appointment times, and rates, should be complete before a load is dispatched. Incomplete records at dispatch create exceptions in billing and reporting that require manual correction.
04
Record all operational updates inside FTM, not outside it
Status updates, exceptions, delays, and appointment changes should be recorded on the Salesforce load record, not in text messages, spreadsheets, or email threads. Updates outside the system are invisible to reporting and cannot be audited.
05
Use dashboards instead of spreadsheets for fleet and load status
The FTM Dispatch Console and Fleet Dashboard reflect live Salesforce data. Maintaining external tracking spreadsheets introduces version drift and requires manual reconciliation. When a load status question arises, the Dispatch Console should be the first reference.
06
Keep driver communication tied to the shipment record
Use FTM and the Driver App to communicate load instructions, address changes, and delivery updates. Communication recorded on the load record creates an audit trail and ensures dispatchers, billing, and management all have the same information.
How do I dispatch a driver?
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Open the load record in FTM, navigate to the Driver field, and select the driver from the lookup. Once saved, the FTM Driver App notifies the driver with the load details including pickup address, delivery address, and appointment times. The driver accepts the load from the app.
Where do I upload Proof of Delivery?
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PODs can be uploaded two ways. Drivers can capture and submit PODs directly from the FTM Driver App at delivery, which attaches the document to the load record automatically. Dispatchers can also upload manually by opening the load record, navigating to Files, and uploading the document tagged as Proof of Delivery.
How do I track shipment progress?
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Use the Dispatch Console for a real-time board view of all active loads. Each load card shows the current status, driver, and last milestone update. Individual load records show the full milestone history. Drivers update status from the app, which syncs to Salesforce immediately.
Where can I manage drivers?
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Driver records are maintained in the FTM Drivers object in Salesforce. From the FTM app, navigate to Drivers to view all records, add new drivers, update contact information, and review current load assignments. Driver availability is visible from the Dispatch Console.
How do I generate operational reports?
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Navigate to Salesforce Reports and open the FTM folder for pre-built carrier reports including on-time delivery, load volume by driver, and revenue by lane. For dashboard access, open the FTM Operations Dashboard from the App Launcher. Filters can be applied by date range, driver, or equipment.
Who do I contact for support?
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Contact the FTM support team at [email protected] or call +1 (949) 800-7197. For implementation planning and platform architecture discussions, book an executive session. Response within one business day.
Support
Need Assistance?
Contact Support
For operational questions, dispatch workflow guidance, driver setup, configuration help, and technical issues. Response within one business day.
Book an Executive Session
For fleet architecture reviews, advanced dispatch workflow design, integration planning, and strategic implementation discussions. Not for day-to-day operational support.
Schedule a Session →
