1. Check the requirements.
Follow the load record and customer instructions. Documents may include a rate confirmation, bill of lading, proof of delivery and supporting receipts.
2. Check the pages.
While safely parked, review readability, load references, required details and page order. Record anything missing and keep the original available.
3. Confirm the handoff.
Keep originals and waiting files until receipt is confirmed. Retry an existing failed submission; the office should open the received original.
4. Review costs and mileage.
Resolve missing receipts, uncertain amounts and mileage discrepancies with the authorized reviewer.
5. Assign the next action.
Record who will finish billing, send the invoice and follow up. Delivered, closed, sent and paid are separate statuses.
RoadHQ’s Finish this load gathers the office review steps. See the owner-operator workflow.