From a new load to an invoice and driver settlement.
Watch the full CH Dispatch demo, then follow the workflow below in text. The demonstration uses sample data.
Watch on YouTube →The full CH Dispatch demonstration follows sample loads from entry to delivery paperwork, then uses the load records to prepare dispatcher invoices and a driver settlement. This written walkthrough explains the sequence. It is a practical guide, not a verbatim transcript; available actions depend on your plan, permissions and account setup.
1. Choose the carrier, truck and driver
Begin with the correct carrier client and truck. Check the assigned driver before entering the load so the route and paperwork belong to the right operational record.
Confirm the carrier relationship rather than relying on a truck or driver name alone. If you are setting up several clients, use the multiple-carrier management guide as a starting point.
2. Enter the load manually or review AI extraction
For manual entry, add pickup and delivery dates, appointment windows, locations and stops. Complete the broker, rate, loaded miles, deadhead miles, references and dispatch notes as needed.
The demo also shows uploading a RateCon PDF and selecting AI extraction. Check the extracted dates, locations, mileage and rate, then complete any missing information before saving. AI assistance does not replace your review.
Choose whether to send assignment notifications only after checking the recipients and load details. The demonstrated sample workflow leaves those notifications off.
3. Keep the load status current
Use the load list to find the saved record and update it as the trip progresses. The demonstration moves a load through At Shipper, On Road and Delivered.
Check the saved status after making an update. The status helps describe the operational stage; it should agree with the information your team has received from the driver and the load's paperwork.
4. Upload and review the BOL and POD
When delivery is recorded, select the appropriate document type and attach the BOL or POD to the load. The demo then opens the document library and adds the remaining delivery document.
The library brings together the RateCon, BOL and POD for the same load. Review the file type and load reference, and open the saved PDF to confirm that the correct document was attached.
Keeping the paperwork with its load makes it available for later invoice and statement review. Read the statements, invoices and email guide for more on those document steps.
5. Review dispatcher pay and generate the invoice
Open Invoices and My Pay, select the carrier and choose the pickup-date range. Preview the earnings and inspect the load-level pay base and effective dispatcher rate.
As an illustrative calculation, three fictional load amounts totaling $5,500 would produce $275 in dispatcher earnings at 5%. Your carrier's configured arrangement determines the actual calculation.
After review, generate the PDF and open the saved invoice from statement history. Emailing it is a separate action. See the pay and carrier invoice guide for the full sample calculation.
6. Prepare the driver settlement and adjustments
Select the driver and pickup-date range. Review the driver's configured pay method and the loads included in the settlement.
The sample walkthrough uses a 25% driver pay arrangement and a $100 fuel advance deduction. On a $5,500 pay base, that would mean $1,375 gross pay and $1,275 net after the deduction. Your actual statement follows the agreed driver pay rules and adjustments.
Check the adjustment list and any statement note before generating the PDF. Review the saved statement's load details, gross pay, deductions and net amount before sending it.
7. Review the saved records and get help when needed
Generating an invoice or settlement saves a document. It does not transfer money, and email is a separate action. Check the saved PDF and intended recipient before sending it.
If you need guidance while working in CH Dispatch, open Support chat. The new help assistant answers using the Help Center and can hand the conversation to a live agent when you choose that option.
To try the workflow, request the 30-day trial. Our team reviews the request and emails the login information, guide and confirmed trial dates.
Questions about this workflow
What does the full CH Dispatch demo cover?
It covers manual and AI-assisted load entry, load status updates, BOL/POD and RateCon documents, dispatcher pay and invoices, and driver settlements with adjustments.
Is this a transcript of the video?
This is a written workflow guide to load entry, delivery paperwork and pay documents. It explains the sequence rather than reproducing the spoken video word for word.
Does AI extraction mean I can skip checking the load?
No. Review extracted fields and complete missing information before saving. The demo shows that review step.
Does generating a driver settlement pay the driver?
No. It creates the settlement document. Reviewing the PDF, emailing it and executing the payment are separate steps.
Try the workflow for your dispatch business.
Request the trial and our team will email your login details, guide and confirmed dates.