Add a Payload to a Project in the TruckIT Portal (Video)

Use this article to add a payload to a project in the TruckIT Web Portal.

A payload tells drivers what material they are picking up, where they are picking it up, where they are delivering it, and how the work should be measured.

Payloads must be added to a project before the job can be dispatched.

Before you begin

Make sure the project has already been created in the TruckIT Portal.

You should also have the following information ready:

Material being hauled
Pickup site
Drop-off site
Truck type or truck types needed
Unit of measure
Any additional charges, such as fuel surcharge or tax

If the pickup or drop-off site has already been created, you can select it from your site list. If not, you can manually enter a new address when adding the payload.

Add a payload to a project

Log in to the TruckIT Web Portal.
Open the project where you want to add the payload.
Click Add Payload in the upper-right corner of the project page.

A pop-up window will open where you can enter the payload details.

Select the truck types

First, choose the truck type or truck types that can run this job.

You can:

Select one truck type
Select multiple truck types
Choose Select All if any truck type can be used

Selecting the correct truck type helps your team assign the right equipment when the job is dispatched.

Choose the pickup and drop-off sites

Next, select where the material is coming from and where it is going.

Select the pickup site.
Select the drop-off site.

You can choose from existing sites or manually enter a new address.

Before moving on, confirm that both locations are correct. These locations will help drivers understand where to pick up and deliver the material.

Select the payload material

After selecting the sites, choose the material for the payload.

Click the Payload dropdown.
Select the material from the list.

If the material is not listed, click Add Payload to create a custom material entry.

Use clear material names so dispatchers, drivers, and back-office users can easily understand what is being hauled.

Choose the unit of measure

Next, select the unit of measure for the payload.

Common units of measure may include:

Hourly
Per ton
Cubic yard
Load
Cubic meter

The unit of measure is important because it affects how the work is tracked, reviewed, and reported.

Add optional fields

If your company needs to track additional charges or job details, click Add Fields.

Examples of optional fields include:

Fuel surcharge
Tax
Additional fees
Job-specific charges
Internal billing details

Only add fields that are needed for this project or payload. Keeping payload details clean makes the job easier to review later.

Save the payload

After all payload details are complete:

Review the truck types.
Confirm the pickup and drop-off sites.
Confirm the material.
Confirm the unit of measure.
Review any optional fields.
Click Save.

The payload will now be added to the project and can be used for dispatching.

What happens next?

After the payload is saved, you can dispatch the job from the project.

Before dispatching, review the payload to make sure the material, sites, truck types, and unit of measure are correct.

Troubleshooting

I do not see the Add Payload button

You may not have permission to add payloads, or the project may not be set up correctly. Contact your company administrator or TruckIT Support.

I cannot find the material I need

Use the Add Payload option in the payload dropdown to create a custom material entry.

I cannot find the pickup or drop-off site

You can either select an existing site or manually enter a new address.

I selected the wrong unit of measure

Edit the payload before dispatching the job. The unit of measure should be correct before the job is dispatched so reporting and billing details stay accurate.

I added the payload, but I am not ready to dispatch

That is okay. Saving the payload adds it to the project. You can dispatch the job later when you are ready.

Frequently asked questions

What is a payload in TruckIT?

A payload defines what material is being hauled, where it is picked up, where it is delivered, what truck types can be used, and how the work is measured.

Where do I add a payload?

Open a project in the TruckIT Portal and click Add Payload in the upper-right corner of the project page.

Can I select more than one truck type?

Yes. You can select one truck type, multiple truck types, or choose Select All.

Can I use a new pickup or drop-off address?

Yes. You can select an existing site or manually enter a new address.

What should I do if the material is not listed?

Use the Add Payload option in the payload dropdown to add a custom material entry.

Why is the unit of measure important?

The unit of measure determines how the work is tracked, reported, and reviewed.