LoadScope
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Switching over

You do not have to move
everything on a Monday.

The question is never whether a new system is better. It is what happens to the week you try it in. Here is exactly what that week looks like — and why nothing gets switched off in it.

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Coming across, in order.

Five steps, none of which require a cutover date.

01

Paste a block of loads in

Copy the rows out of whatever you are running now and paste them into the board. Columns land where they belong, load numbers get assigned, and anything that does not parse stays as text for you to fix rather than being rejected.

  • No field mapping screen
  • No import template to fill in
  • Nothing is rejected for being the wrong shape
02

Run both for a week

Keep the sheet open. Put the same loads in both. The point of the week is not migration, it is proof — you are checking that the margin column agrees with the formula you have trusted for years.

  • Nothing is switched off
  • Both sets of numbers, side by side
  • Leave whenever it stops being convincing
03

Invoice one customer from the board

Take one completed load, raise the invoice from it, and watch the detention and chassis come along without anyone typing them again. This is usually the moment the sheet loses.

  • Accessorials carried from the load
  • One invoice per customer, not per load
  • Your own invoice numbering
04

Chase one balance from the board

Open receivables and find the same call you would have made anyway, already ranked by size and lateness. The difference is that it is on the load it came from rather than in a second tab nobody ages.

  • Aging that agrees with the invoices
  • A queue ordered by what is worth chasing
  • The load, the invoice and the balance on one thread
05

Stop opening the spreadsheet

Nobody announces this. It happens on its own, usually in the second week, when opening the sheet stops being how anyone answers a question. That is the whole migration.

  • No cutover date
  • No training day
  • The export is still there if you want it

What comes with you

Paste it and it is a book.

  • Loads, with their references and dates
  • Customers and truckers, created as they appear
  • Rates on both sides, and the margin that falls out of them
  • Terminals, delivery locations and return locations
  • Anything else, as text in the cell you pasted it into

What you leave behind

Along with the second tab.

  • Field mapping screens and import templates
  • A status vocabulary somebody invented in 2011
  • The second spreadsheet where the real numbers live
  • Re-keying finished loads into the accounting package
  • Per-load pricing that charges you for a good month
A migration that needs a date is a migration that can fail on that date. This one just runs alongside you until the sheet stops getting opened.
Why there is no cutover

What you land in.

The same board, on day one, with a sample book in it — so there is something to look at before you paste anything.

Load Board — LoadScope
ActiveAllUnassignedCustomerTruckerTerminalSearch loads…
LoadShipmentStatusCustomerTruckerCustomer payMargin
001MSKU4001007OpenAcme ImportsBaywide Drayage$950+$350
002TGHU7742180PulledPacific Rim TradingHarbor Line Trucking$1,180+$395
003BKG-77125DeliveredNorthgate SupplyRedwood Container Co$1,015+$370
004MSKU4001042CompletedCobalt RetailBaywide Drayage$1,028+$374
005CSNU4005119OpenVantage Foods—$860−$140
006OOLU8830145PulledMeridian PaperHarbor Line Trucking$1,240+$410
6 loads+$1,759

Try it on this week's loads.

Free while you are small, and the CSV export is right there if it does not stick.

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