We’re excited to introduce Load Management, designed to simplify how you handle load documents and invoices in the Bobtail app. With this feature, you can easily create and edit loads, request documents from drivers, and factor your loads—all in one place.
Creating a Load
With Load Management, adding a new load is quick and easy. Simply forward your rate confirmation to loads@bobtail.com.
*Be sure to forward from the email that you use to log in to your Bobtail account.
*If you have multiple documents for 1 load send them all in the same email.
Go to the Loads section on the Bobtail app by:
- Typing loads.bobtail.com in your browser
- Going to the factoring or fleet card app and clicking “Loads” in the top left
- Opening your mobile app and clicking the “Loads” section.

File Management
Need to update something? You can view, delete, or upload documents.

Requesting Documents
You can also request documents from your drivers. Open the load, click “Request Documents” and select your driver or add a driver. Review their phone number and send the request.

On desktop, add or select the driver you want to request documents from. Then click “Send text message”

On mobile, add or select the driver you want to request documents from. Then click “Send Request”

They’ll receive a text with a link to scan documents.

The driver can click “Scan documents”, scan the POD, click “Done”, then click “Submit” to upload the document to your account.
*The load details will remain confidential to the driver.
Factoring the Load
Once your documents are uploaded, factoring the load is just a few taps away. Click “Factor,” to verify the load details.

On desktop, verify your load documents and details then click “Submit Invoice”.

On mobile, verify your documents and click “Continue”, then verify the load details by clicking “Continue”

Not factoring with us yet? Sign up here at bobtail.com and try out Bobtail’s new Load Management feature today!
Let us know what you think!
If you have any suggestions or thoughts on this feature please let us know by writing to support@bobtail.com. Your input helps us continue to improve and provide the best service possible.
If you haven’t already, download the Bobtail mobile app from the Google Play Store or App Store.



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