Loadchief Connection

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Loadchief is a platform that connects courier companies with credentialed, independent delivery drivers to provide on-demand delivery through their digital marketplace. The platform leverages the scalability and flexibility of crowdsourcing to help courier companies increase their delivery reach and open new markets with an on-demand pool of carefully vetted and professional contractors. See Loadchief’s website, Loadchief.com, for more information.

Connection Workflow Overview

The Loadchief connection enables courier companies to dispatch orders to Loadchief (by creating and using a driver record for Loadchief). Loadchief will confirm, pick up, and deliver the order and transmit order status updates back to your system in real-time. When the order is completed, Loadchief will update the final driver pay amount. This will lock the order rate and pay. Order information is sent by API and additional compensation can be sent using status codes.

Information to Provide Loadchief

Loadchief needs two main pieces of information to set up the connection on their end: a Loadchief API user (which needs to be created in your operations app) and specific URLs for your system.

Create a Loadchief User

Create a user for Loadchief from the Users section of the Operations App. This user needs to be created to enabled Loadchief to send information through the API to your system.

API users are created in the Users section while users for the Operations App are created in the Cloud Client.

1. Go to Maintenance > Users.

2. Click New or the + button to create a new user.

3. Enter a username and password. This is the information you will need to give to Loadchief.

4. Enable the following permissions:

   • Orders

     • Edit Orders

     • Edit Dispatched Orders

     • Edit Rates

     • Edit Item Quantities

     • Edit Order Distance

     • Edit Parcel Items

     • Edit Customer Notes

     • Cancel Orders

     • Unlock Rates

     • Unlock Driver Pay

     • View Charges

     • View Driver Pay Amounts

     • View Driver Pay Percents

     • View Order Parcels

     • Edit Order Parcels

     • Allow Spell Check of Orders

     • Allow Surcharge Override

     • View XS Data

     • View XS Order Parcel Data

5. Click the save or OK button.

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URLs to Provide Loadchief

You will also need to provide the following two URLs to Loadchief. These URLs are used by Loadchief to send order status and driver pay details to your system.

• https://XXXX0.cxtsoftware.net/CxtWebService/CXTWCF.svc

• https://XXXX.cxtsoftware.net/CxtWebService/CxtWebServiceRest.svc/rest/process/LoadchiefWeb

Operations App Setup

Create a Loadchief Driver

Create a driver that is going to be used to assign orders to Loadchief. Loadchief will complete the work and order status updates will be sent back to your system.

1. Go to Maintenance > Human Resources.

2. Create a new human resource record for the Loadchief driver. See Human Resources for more information.

   1. Set up driver pay with preferred configurations. Additional compensation considerations can/will be made by Loadchief (see below for more information).

3. Go to Maintenance > Drivers.

4. Create a new driver and make sure to select the human resource record you created in step 2. See Drivers for more information.

Verify Required Service Types

When importing orders to Loadchief, only service types compatible with their system can be used. The following are service types required by Loadchief must be created in the Service Types section of the operations app.

• Sedan

• SUV

• Pickup Truck

• Van

• Full Size Pickup

• Cargo Van

• Flat Bed

• 24 Feet Truck

• Dry Van

If needed, new service types can be created by going to Maintenance > Service Types and clicking the New or + button. See Service Types for more information.

Create an Additional Compensation Status Code (Optional)

The Additional Compensation functionality is included in this connection to offset your configured driver pay calculation with the rate Loadchief was able to secure to complete the work. Loadchief will contact you if additional compensation needs to be added to an order.

To set up additional compensation, you need to create a status code in the Operations App.

1. Go to Maintenance > Status Codes.

2. Create a new status code for the additional compensation. See Status Codes for more information.

   • ID: AddComp

   • Description: AdditionalCompensation

   • Exception Type: Order

3. Enable the status code for all customers or for specific customers on their customer record.

Submit CXT Software Integration Request

Create an integration request with CXT Software and include the following information:

• Your Loadchief username and password (this is the information you use to login with Loadchief)

• The driver ID(s) for the Loadchief driver(s) you created in the operations app

• A list of customer ID(s) that you would like to enable for Loadchief connection (to dispatch orders and send work to Loadchief)

Connection Workflow

Orders can be dispatched to the Loadchief driver after CXT Software has deployed the components.

Sending Order Information to Loadchief

If an order (associated with a client that is set up to connect with Loadchief) is dispatched to the specific Loadchief driver for this connection, the order information (along with the initial estimated driver pay amount), is sent over to Loadchief.

Additional Compensation

If additional compensation is needed for an order, add the “AddComp-AddtionalCompenstation” status code to the Status Codes tab on the order. Enter the additional compensation dollar amount in the status code comment.

Confirmed Order

Once the order is confirmed by the driver, Loadchief will send a confirmation notification back to your system and will update the order.

Picked Up Order

When an order is picked up, information is sent back to your system and any message notifications set up on the customer record will be sent.

Delivered Order

When the order is delivered, Loadchief will send a delivery update to your system including a final pay update, that will update the driver pay and lock the rate and pay on the order. POD information will also be sent back to your system and message notifications set up on the customer record will be sent.