Shipper Guide

Everything you need to know about managing loads with ShipLocate

1. Getting Started

Creating Your Account

  1. 1.Visit cloud.shiplocate.com and click 'Create Account'
  2. 2.Enter your email address
  3. 3.Check your email for a verification link and click it
  4. 4.Complete your company profile

NOTE: Email verification is required. If you don't receive the email, check your spam folder.

Logging In

  1. 1.Go to cloud.shiplocate.com
  2. 2.Enter your email and password
  3. 3.Click 'Sign In'

Click 'Forgot password?' to receive a reset link by email.

2. The Main View

When you log in, you'll see a map with all your active loads and a list below it with 4 tabs:

LOADSAll active and upcoming loads
HISTORYCompleted and delivered loads
LOCATIONSYour saved pickup and delivery addresses
CARRIERSYour carrier list with contact info and insurance expiry

Click any load in the list to open the Load Panel on the right side.

3. Creating a New Load

Click the 'ADD LOAD' button in the top-right of the loads list.

The Load Panel opens with 3 tabs: Tracking / Details / Activity.

In the Details tab, fill in:

  • Carrier name (select from your list or type a new one)
  • Rate - enter the amount and select USD or CAD
  • Description - add Load number, PO, Order reference, or any notes
  • STOPS - add pickup and delivery stops. Each stop has: location name, address, appointment date/time, and type (PICK or DROP)

Click 'ADD STOP' to add more stops. Drag stops to reorder them.

Click 'Save' to create the load.

TIP: You can create a load without a driver. Assign the driver later by entering their phone number in the Tracking tab.

4. Assigning a Driver

Open the load → go to the Tracking tab.

Enter the driver's phone number in the phone field and click 'Send SMS'.

The driver will receive a text message with:

  • A link to download the ShipLocate Driver app
  • Instructions to accept the load

Once the driver accepts the load, real-time GPS tracking starts automatically. You'll see their location on the map.

The Connection Timeline below shows the full history: Phone linked, SMS sent, SMS delivered, and driver status changes.

To replace a driver: enter a new phone number and send SMS again.

To unlink a driver: click the 'Unlink' button.

5. Load Statuses

NewLoad created, driver not yet assigned.
Pending AcceptanceDriver received SMS, hasn't accepted yet.
In TransitDriver accepted, load is actively moving.
DeliveredAll stops completed.

6. Managing Stops

Open the load → Details tab → STOPS section.

Each stop shows: type (PICK/DROP), location name, appointment time, and current status.

To mark a stop as completed: click 'Mark completed' on the stop.

To edit a stop: click 'Edit' on the stop card.

To add a stop: click '+ ADD STOP' at the bottom.

Stop statuses update automatically based on driver location and actions in the driver app.

7. Activity Log

Open the load → Activity tab.

See a full timeline of everything that happened on this load:

  • Load assigned to driver
  • Load in transit
  • Driver entered / left a location
  • Pickup completed / Delivery completed
  • Stop completed

Use 'Add Note' at the bottom to add internal notes.

Use 'Send to Driver' to send a message directly to the driver.

8. Managing Carriers

Go to the CARRIERS tab in the main view.

Each carrier shows: name, DOT/MC number, phone, email, and insurance expiry date.

Carriers with expired insurance are shown in red.

Carriers expiring soon are shown in orange.

To add a carrier: click 'ADD CARRIER' and fill in their details - DOT/MC, phone, email, insurance expiry date, and memo (for remit address, SCAC code, etc.).

To edit a carrier: click the three-dot menu on the carrier row.

9. Managing Locations

Go to the LOCATIONS tab in the main view.

Save frequently used pickup and delivery addresses so you can quickly select them when creating loads.

Each location has: name, type (Warehouse or Customer), address, and notes.

To add a location: click 'ADD LOCATION'.

To edit a location: click the three-dot menu on the location row.

10. Reports

Go to Reports from the main navigation.

The Operations Report shows your freight activity for a selected date range. Use the Start and End month selectors to filter. Toggle Day/Night mode for display preference.

Top metrics shown:

  • Total Truck Loads (with TL/LTL breakdown)
  • Total Delivery Drops
  • Total Pickups
  • Active Carriers

4 report tabs:

Overview

Daily load trend chart, monthly load volume, average loads by weekday, top 5 carriers, top 5 customers by load count.

Location

Analysis of delivery destinations. Filter by USA/Canada, TL/LTL. Click any receiver to see their full profile: total loads, carriers used, delivery points.

Carriers

Carrier performance table with loads, TL/LTL split, drops, and customers served. Click any carrier to see their profile with zone coverage map and full history.

Risk

Risk analysis across 4 areas:

  • Carrier Risk - concentration percentage (top carrier share)
  • Customer Risk - concentration percentage (top 10 customers)
  • Zone Risk - geographic concentration (top 2 zones)
  • Insurance Risk - number of carriers with expired or expiring insurance

11. Account Settings

Go to Settings from the navigation menu. Settings has 4 tabs:

Profile

  • View your email address (cannot be changed)
  • Update your phone number
  • Update your company name
  • Customize your SMS template - this is the message sent to drivers when you click 'Send SMS' on a load

Security

  • Click 'Send password reset link' to receive a password reset email

Users

  • View all users in your company
  • Add new users with the 'Add user' button
  • Each user can have role: Admin (full access) or User (standard access)
  • Deactivate users to prevent login without deleting them

Billing & Invoices

  • View your current plan tier and usage for the billing month
  • Add or manage your payment method
  • View invoice history

Pricing tiers (auto-upgrade based on monthly loads):

  • Tier 1: Free (0-5 loads/month, no credit card required)
  • Tier 2: $49.95/month (6-25 loads)
  • Tier 3: $89.95/month (26-75 loads)
  • Tier 4: $149.95/month (76-150 loads)
  • Tier 5: $249.95/month (151-300 loads)
  • Tier 6: $399.95/month (301-600 loads)
  • Tier 7: $599.95/month (601-1,000 loads)
  • Tier 8: $849.95/month (1,001-1,500 loads)
  • Tier 9: $999.95/month flat rate (1,500+ loads, unlimited)

Your plan resets at the start of each billing month. No manual action required.

Need help?

Email us at support@shiplocate.com - Mon-Fri, 9AM-6PM EST

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