A little guidance. A smoother workday.

Go to the Dispatch tab and click + New Load in the top right. Fill in the customer, origin, destination, and rate. You can add stops, assign a carrier or driver, and upload documents all from the load form.

Use the Admin dropdown in the top navigation. Each section (Customers, Carriers, Drivers, etc.) has an Add New button. You can also add them inline directly from the load form using the autocomplete fields.

Go to the Users tab. Click + Add User and enter their name, email, and role. Available roles are: Admin, Dispatcher, Driver, and Accounting. Each user gets their own login credentials.

HUB TMS is in private beta, so accounts are set up by invitation. Email support@hubtms.com to request access.

Loads move through these statuses: Pending → Dispatched → Loading → In Transit → Unloading → Delivered → Invoiced. Change a load's status from the dispatch board or the load detail view. Timestamps are automatically recorded when each status is first set.

Open a load and scroll to the Documents section. Click Upload and select your file (PDF, JPG, PNG). Files are stored securely and can be downloaded or shared from there.

Yes. When creating or editing a load, use the Stops section to add pickup and delivery locations. Each stop can have its own address, contact, and notes.

From any load, click Send Rate Con. HUB TMS generates a PDF rate confirmation and emails it directly to the carrier. The carrier can view and accept it via a link — no login required.

When a load's status is changed to Delivered, the system automatically sends a delivery confirmation email to the load's customer contact (if an email is on file). This can be adjusted in your preferences.

Go to the Accounting tab. Loads marked as Delivered appear in the Ready to Invoice list. Select one or more loads for the same customer and click Create Invoice. The invoice is emailed to the customer and tracked in your receivables.

A consolidated invoice combines multiple loads for the same customer into one invoice document. Select multiple loads from the same customer in the Ready to Invoice list, then click Create Consolidated Invoice.

In the Accounting tab, find the invoice and click Record Payment. Enter the payment amount, date, and method. Partial payments are supported — the invoice will show as Partially Paid.

Go to the Payables tab. Carrier pay and driver pay are tracked separately. You can approve settlements, print settlement sheets, and mark payouts as completed.

Go to Preferences (top right menu) → Billing tab → click Manage Subscription. This opens the Stripe billing portal where you can update your payment method, view invoices, or cancel.

Go to Preferences (click your name in the top right) → Company tab. You can update your company name, address, phone, email, MC number, DOT number, and logo from there.

On the login page, click Forgot password? and enter your email. You'll receive a reset link within a few minutes. Check your spam folder if you don't see it.

Admin — full access to all features. Dispatcher — manage loads and documents. Accounting — invoicing, payables, and reports only. Driver — limited view of assigned loads.

Go to Preferences → Billing → Manage Subscription. From the Stripe portal, select Cancel Plan. Your access continues until the end of the current billing period. Your data is retained for 30 days after cancellation.

Yes. The Reports tab has CSV export for loads, revenue, customer summaries, and carrier summaries. For a full data export, contact support@hubtms.com.