Managing Your Active Loads: Chapter 5 - Carrier's Guide to CoyoteGO

The My Loads section of CoyoteGO® for North American carriers allows you to access key information every Coyote load you have ever booked — both in progress and previously moved. 

This article will show you how to quickly and easily:

 

Stay on Top of Your Freight with My Tasks

When you hover over the My Loads menu, My Tasks will be one of your options.

My Tasks provides a quick-view dashboard of all the pending tasks you need to complete on your active Coyote loads (e.g. dispatching drivers, adding arrival times, uploading documents).

It will also show you any active load tenders that we have sent you that still need your confirmation.


 

Manage the Full Lifecycle of Your Coyote Shipments in My Loads

My Loads has search, sort, filter and export (download) functionality, so finding the data you need is quick and easy.

 

 

Once you find the load you were looking for, you can click into the load details page and do all of the following:

  • View all load details
  • Update pick up and delivery information
  • Update driver and dispatch information
  • Request detention
  • Report a Lumper
  • Update driver in & out times
  • Add tracking notes
  • Upload documents
  • Submit invoices

Let’s highlight a few of the functions.

 

View Stop Details

Get notes and details about pick up and delivery locations, add and update relevant numbers (Seal, BOL, POD, etc.) and commodity information, and report a lumper.

 

View Driver Tracking Details

Get a map view of driver progress, milestone status update events, tracking notes and dispatch information.

 

 

Manage Detention

How to Notify Coyote When a Driver is Entering Detention       

You can save time and avoid the hassle of a phone call or email by using CoyoteGO to alert Coyote when one of your drivers is experiencing a delay or about to enter detention.  

Here’s how:

  1. Navigate to the Stops tab and look for the “Detention” drop down menu in the Pick Up box.
  2. Select “Notify Coyote” under the “Detention” drop down menu.
  3. Click “Notify Coyote” when prompted by the pop-up window.

 

Notify Coyote that you are entering detention

Experiencing a delay pop up

 

How to Request Driver Detention

If you do need to request detention, you can do so through the CoyoteGO mobile app or from the desktop web portal.

Simply select “Request Detention” from the “Detention” dropdown menu within the Stops tab from your desktop, or request detention utilizing the My Loads widget in the CoyoteGO mobile app.

Keep in mind — to be eligible to request detention, you must meet the following requirements:

  • Arrive on time at the facility
  • Have a signed Bill of Lading (BOL) with in and out times
  • Request detention within 24 hours of pickup

 

Request detention CoyoteGO pop up

 

Request detention CoyoteGO mobile

 

All user types can access both the “notify” and “request” detention functionalities. To find out how to add and promote users, check out our step-by-step instructions in Chapter 3 of our CoyoteGO guide.

 

Getting Paid: How to Upload Documents and Submit an Invoice

You can upload all relevant load documents to make sure we can process your invoice and reimburse your accessorials (when applicable), including:

  • Invoice
  • Bill of Lading (BOL)
  • Proof of Delivery (POD)
  • Lumper Ticket/Receipt
  • Scale Ticket
  • In-Gate/Out-Gate Ticket
  • Pallet Receipt
  • Detention Loading/Unloading Documentation
  • Load Tender
  • Customs Documents
  • Packaging Labels
  • Repair Receipts
  • Exit Pass

Just select the document type, then a window will pop up prompting you to select the relevant document.

 

 

On the right side, you will see document notifications. Yellow notifications will tell you of any errors as well as what additional documents are required to properly invoice your load.

Once you fulfill all document requirements. You will get a green notification. When you are ready to invoice, just select Generate Invoice.

 

 

Review Charges & Submit Invoices

Once you select Generate Invoice in the Documents tab, it will send you over to Charges where you can review one more time before submitting your invoice.

When you’ve verified that everything is correct and you’re ready, select your preferred payment method and submit.

We’ll get you paid according to your terms!

Learn more about your four payment options here.

 

 

Access Your Financial History

You can easily access your financial records any time through our Financial Summary page. To utilize this feature, navigate to the Financials tab at the top of CoyoteGO and choose Payments from the drop-down menu.

Once you are on the Financial Summary page, you will see three columns:

  • Payment number
  • Date of payment
  • Amount of money received

To filter your financial summary for a specific period of time, simply adjust the dates using the “Date Range” bar. At the top of the page, you will see your total income for the selected time frame.

 

Filling Out a 1099-C for Your Taxes

Typically, you have to wait for a paper 1099-C to file your taxes. That is no longer the case.

Now, instead of relying on a physical copy of your records, you can access your entire payment history on-demand from your desktop.

To utilize your Financial Summary for tax purposes, use the embedded calendar tool to filter your financial summary for the correct year (i.e. January 1, 2020-December 31, 2020).

Once you have the data you need, you can export your records to an Excel file.

 

Look for Reloads

If your driver is getting empty on a Coyote load, and needs to plan their next move, the Reloads tab is a great place to start.

We present suggested available loads based on the driver’s drop off location, expected empty time and equipment type, making it easier to keep your trucks loaded and rolling.

 

Manage Your Loads from Your Phone

The CoyoteGO mobile app has almost all of the same functionality, including the ability to upload pictures of documents, rate facilities, track driver progress via GPS.

 

Get My Free CoyoteGO Account

Already have an account? Sign in

 


Continue Learning about CoyoteGO

Chapter 1: Signing Up for the Load Board

Chapter 2: Mobile vs. Desktop Apps

Chapter 3: Managing Your Fleet

Chapter 4: Finding & Booking Available Loads

Chapter 5: Managing Your Active Loads


 

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