CHASE Training Manual

2024
LOGISTICS
 All About Chase Logistics!
qChase Logistics is an Arizona-based dispatch house that specializes in providing independent
dispatch services for the US trucking industry. They play a crucial role in the transportation
industry by matching carriers with loads that need to be transported. This involves
communicating with shippers and brokers to understand their transportation needs and
finding available carriers who can meet those needs. Chase Logistics also handles other aspects
of the transportation process such as negotiating rates, managing paperwork, and tracking
shipments to ensure that they reach their destination on time.
qTheir personalized and flexible services are tailored to the specific needs of the US trucking
industry. Chase Logistics works with a vast network of carriers and utilizes modern technology
to provide reliable and efficient transportation solutions. They strive to make the
transportation process as seamless as possible for their clients while also ensuring that their
shipments are transported safely and securely. Chase Logistics commitment to excellence and
attention to detail have made them a trusted and reliable partner for clients across the US
trucking industry.
 What does Chase Logistics Do?
qOur company specializes in assisting carriers in identifying high-paying freight loads for their
trucks. Our dispatchers are responsible for negotiating the best rates and presenting carriers
with various options to enable them to make informed decisions.
qWe strive to enhance carriers' freight-moving operations by ensuring that they transport goods
safely and cost-effectively on a daily basis. Moreover, we offer more than just dispatching
services. As a trusted partner, we collaborate with carriers to provide them with the necessary
tools to keep their trucks loaded and profitable.
qTo ensure that carriers receive personalized attention, we assign a dedicated dispatcher to
each relationship. This dispatcher has an in-depth understanding of the carrier's transportation
business and always acts in the carrier's best interests.
 Types of Equipment we deal in:
qPower Only: Is just a truck without any trailer.
qDry Van: 48ft - 53ft
q Reefer: 48ft - 53ft
qFlat Bed: 48ft - 53ft
qStep Deck: 48ft - 53ft
qHotshot Flat Bed: 30ft – 40ft
qBox Truck: 26ft - 28ft
 Power Only
qPower Only is just a truck, without any trailer
attached.
qAlso Called Bobtail, Semi, Tractor, Freightliner,
Volvo.
qTypes of power only include:
ØDay cab: A tractor unit without a sleeper cab,
typically used for shorter distance or regional
hauling.
ØSleeper cab: A tractor unit with a sleeper cab,
allowing for longer distance or overnight Day Cab
hauling.
qLoad out options typically include:
ØHook and tow: The trailer is connected to the
tractor unit using a fifth wheel hitch.
ØLoad out trailers: The customer provides a
trailer that is already loaded with goods, and
the tractor unit hooks up to it for transportation.

Sleeper Cab
 Power Only
Specification Power Only
Dimensions Length: 48 ft to 53 ft, Width: 102 in
Weight capacity Single axle: up to 25,000 lbs, Double axle: up to 40,000 lbs
Rate per mile $1.50 to $2.50 per mile (as of 2023 national average)
General freight, consumer goods, dry goods, packaged foods, beverages, paper products,
Type of commodity
and more.
§ Airslide fifth wheels are designed for bulk haulers that require the trailer to tilt for
loading and unloading.
Fifth Wheel Type (for
§ Low Profile fifth wheels are designed for trailers with low ground clearance, such as car
trailer attachment)
carriers.
§ Standard fifth wheels are the most common type and are suitable for most applications.
Accessories As per the trailer attached.

Trailers that can be

Dry van, Reefer, Flatbed & Step deck.
attached
 Dry Van
Specification Dry Van
Dimensions Length: 48 ft to 53 ft, Width: 102 in, Height: 110 in
Doors Rear swing doors or roll-up doors, Side doors optional
Floor Wooden or aluminum
Walls Corrugated steel panels
§ E-track systems are used for vertical and horizontal load securement.
§ Cargo bars and Load locks are used to secure loads against the trailer walls.
§ Ramps are used to load and unload heavy equipment.
Accessories
§ Straps are used to secure cargo to the floor.
§ Dunnage i.e. wood blocks, plastic pallets, or air bags are used to prevent cargo from shifting
or moving during transit.
Weight capacity Single axle: up to 20,000 lbs., Double axle: up to 45,000 lbs.
Rate per mile $2.50 to $3.50 per mile (as of 2023 national average)
General freight, consumer goods, dry goods, packaged foods, beverages, paper products, and
Type of commodity
more.
 Cargo bars & Load locks

Dry Van

Dunnage and Straps Ramps E tracks

 Reefer
Specification Reefer
Dimensions Length: 48 ft to 53 ft, Width: 102 in, Height: 110 in
Doors Rear swing doors or roll-up doors, Side doors optional
Floor Aluminum T-rail or duct aluminum flooring
Walls Foam insulation sandwiched between two layers of aluminum
§ E-track systems are used for vertical and horizontal load securement.
Accessories § Cargo bars and Load locks are used to secure loads against the trailer walls.
§ Ramps are used to load and unload heavy equipment.
Weight capacity Single axle: up to 20,000 lbs, Double axle: up to 45,000 lbs
Rate per mile $3.50 to $4.50 per mile (as of 2023 national average)
Type of commodity Perishable items such as fruits, vegetables, meats, dairy products, and pharmaceuticals.
Temperature range Typically set between -20°F to 70°F (-29°C to 21°C) depending on the cargo.
Reefer Temperature control unit
 Flat Bed
Specification Flatbed
Dimensions Length: 48 ft to 53 ft, Width: 102 in

Weight capacity Single axle: up to 25,000 lbs, Double axle: up to 45,000 lbs

Rate per mile $2.50 to $3.50 per mile (as of 2023 national average)
Oversized or odd-shaped freight, heavy equipment, construction materials, pipes,
Type of commodity
lumber, steel, machinery, and more.
§ Stake pockets for tie-downs
§ Chain binders for heavy-duty loads
Tie-downs
§ Ratchet straps and winches for securing lighter loads
§ Chains and hooks for securing large and heavy items
§ Straps are used to secure cargo to the bed.
Accessories § Dunnage protects the cargo from damage and shifts.
§ Tarps are used to protect the load from weather and other hazards.
 Chain & Binders

Flat bed

Tarps Stake pockets for tie-downs Chain & Hooks Ratchet straps & Winches
 Step Deck
Specification Step Deck Truck
Dimensions Upper deck length: 11 ft to 13 ft, Lower deck length: 37 ft to 43 ft, Width: 102 in

Weight capacity Upper deck: up to 10,000 lbs, Lower deck: up to 45,000 lbs
Rate per mile $2.50 to $3.50 per mile (as of 2023 national average)

Type of commodity Taller and heavier loads such as machinery, construction equipment, and vehicles
§ Standard step decks come with stake pockets and chain tie-downs.
§ Chain binders for heavy-duty loads
Tie-downs
§ Ratchet straps and winches are used for securing lighter loads.
§ Chains and hooks are used for securing large and heavy items.
§ Straps are used to secure cargo to the bed.
Accessories § Dunnage protects the cargo from damage and shifts.
§ Tarps are used to protect the load from weather and other hazards.
Upper Deck

Lower Deck

Step Deck

Dunnage for Stepdeck/Flatbed

 Hotshot Flat Bed

Specification Hotshot Truck

Dimensions Length: up to 30 ft to 40ft, Width: up to 8.5 ft
Weight capacity Up to 20,000 lbs
Rate per mile $2.00 to $3.00 per mile (as of 2023 national average)
Smaller and urgent shipments such as machinery parts, construction equipment, and
Type of commodity
smaller vehicles
§ Standard hotshot trucks come with stake pockets and tie-downs.
Tie-downs
§ Ratchet straps and winches are used for securing loads.
§ Straps are used to secure cargo to the bed.
Accessories § Dunnage protects the cargo from damage and shifts.
§ Tarps are used to protect the load from weather and other hazards.
Hot Shot Stepdeck
 Box Truck/ Straight Truck
Specification Box Truck
Dimensions Length: up to 26 ft-28 ft, Width: up to 8 ft
Doors Roll-up rear door or swing-out side door
Flooring and walls Plywood or aluminum floors and walls with insulation
Weight capacity Up to 10,000 lbs for a 26 ft box truck or up to 12,000 lbs for a 28 ft box truck
$1.50 to $2.50 per mile (as of 2023 national average) while for Reefer box trucks (2.50$ to
Rate per mile
3.50$)
Smaller shipments such as furniture, appliances, and boxes
Type of commodity Temperature-sensitive cargo (in case if reefer unit is installed) such as fresh produce, meat,
and pharmaceuticals.
Tie-downs and E-Track Tie-downs or E-Track mounted on the interior walls or floor of the truck for securing the cargo
§ Straps are used to secure cargo to the E-Track.
§ Dunnage protects the cargo from damage and shifts.
Accessories
§ Pallet jack is used to move pallets.
§ Lift gate is used to lift heavy items.
A reefer unit is installed in the truck to maintain a controlled temperature for the cargo.
Reefer unit
Temperature range: -20°F to 70°F (-29°C to 21°C)
 Box Truck Reefer Box Truck

Lift Gate Pallet Jack

 Types of Drivers
Maximum Driving Time Weekly Duty Limit Biweekly Duty Limit
Solo Drivers 11 hours 60 hours in 7 days 70 hours in 8 days
Team Drivers 11 hours per driver 60 hours in 7 days 70 hours in 8 days
(22 hours per day)

q In the US, the Federal Motor Carrier Safety Administration (FMCSA) has established a
set of regulations known as the Hours of Service (HOS) rules that govern the
maximum allowable driving and duty time for commercial motor vehicle (CMV)
drivers. Violations of these rules can result in fines, suspension or revocation of a
driver's commercial driver's license (CDL), and other penalties.
q The maximum allowable driving hours per day for a CMV driver in the US is 11 hours,
after 10 consecutive hours off-duty. The maximum allowable on-duty time per week
is 60 hours in a 7-day period or 70 hours in an 8-day period, depending on the
carrier's operations.
 ELD Device
qAn electronic logging device (ELD) is a device that is designed to record a commercial motor
vehicle (CMV) driver's hours of service (HOS) electronically. Here's how it typically works:
ØThe driver logs into the ELD using their unique identification (ID) and password or a
personal identification number (PIN).
ØThe driver inputs their duty status, which includes whether they are driving, on duty not
driving, off duty, or in sleeper berth.
ØThe ELD records the driver's status automatically using various sensors, including the
vehicle's engine control module (ECM) and GPS.
ØThe ELD records other information, including the driver's location, date, time, and miles
driven.
ØIf the driver exceeds the allowable driving or duty time limits, the ELD will provide an alert
to the driver and carrier to help ensure compliance with HOS regulations.
qIf there are team drivers, each driver must have their own unique ID and log into the ELD
separately to record their driving time and duty status. The ELD will record each driver's driving
time and duty status separately and allow the carrier to track the HOS compliance of each
driver.
ELD Device
 Types of Hauls

qShort Haul: Any trip within 250 miles, usually same day drop off.
qRegional Haul: Any trip b/w 250-500 miles, usually within a geographic region
such as a state or a group of neighboring states.
qLong Haul: Any trip over 500 miles, drop off in few days.
qRound Trip: A trip to a place and back, usually over the same route.
qTri Haul: A trip that involves three stops/destinations.
qMulti-stop Haul: A trip that involves multiple pickups and drop offs.
qDedicated Lanes: running back & forth on the same route. i.e. CA – TX – TX-CA
 Types of Loads
Type of Load Weight Range Description
§ Shipments that do not require a full truckload of space.
LTL (Less Than
150-15,000 lbs. § Typically combined with other LTL shipments(co-loading) to fill a truck,
Truckload)
allowing shippers to save money by sharing the cost of transportation.
§ Shipments that require a full truckload of space.
FTL (Full Truckload) 10,000-45,000 lbs. § Usually loaded at the origin and delivered directly to the destination without
any intermediate stops or transfers.
DFL (Dedicated Full § A type of FTL shipment where a carrier is contracted to transport a full
10,000-45,000 lbs.
Truckload) truckload of goods for a single customer on a dedicated basis.
§ Shipments that are larger than an LTL but smaller than a full truckload.
§ May be combined with other partial truckload shipments to fill a truck.
Partial Truckload 5,000-20,000 lbs.
§ The primary differentiating point between LTL & PTL is the amount of space
the shipment will occupy in the truck. LTL will be less space-occupying.
§ A transportation service where goods are transported on a specific truck that
Load to Ride Variable will be carrying them all the way to their final destination, reducing the risk of
damage or loss.
§ A practice where multiple shippers share space on a single truck to transport
Co-loading Variable their goods to the same destination, allowing shippers to save money on
transportation costs by sharing the cost of the truck space.
 What is a dispatcher?
qA dispatcher is the link between a broker & a carrier. Here is a list of things a dispatcher does
for the client:
ü Load Information (taken from load boards e.g. Truckstop, DAT etc.)
ü Negotiation (with broker regarding freight rates)
ü Documentation (various documents from carriers & brokers e.g. MC Authority, Rate
confirmations etc.)
ü Communication (with broker & carrier)
Dispatcher

Shipper Broker Carrier

 What is a Carrier?
qA Carrier is a company or individual that owns and operates a truck
or a fleet of trucks to transport goods from one location to another.

Carrier Type Definition Examples

A carrier who owns and operates
John Smith Trucking, Mary's
Carrier (Owner-Operator) their own truck(s) and conducts
Transport, Joe's Hauling
business as an individual.

A carrier who hires drivers to

ABC Trucking Co., XYZ Transport
Carrier (Hired Driver) operate their truck(s) on their
Inc., DEF Logistics
behalf.
 Documents required from a carrier.

1) MC Authority: Motor carrier authority.

2) W 9 Form: For EIN (Employs identification number)
3) COI: Certificate of insurance.
4) NOA: Notice of assignment from factoring company.
5) Voided Check: For Quick Pay.
 MC Authority
The MC Authority is a license issued by the
Federal Motor Carrier Safety Administration
(FMCSA) that allows carriers to operate as a
for-hire carrier in interstate commerce.
qCompany Name: The legal name of the
carrier as it appears on their MC Authority.
qMC Number: The unique identifier assigned
by the FMCSA to the carrier's MC Authority.
qService Date: When was his MC authority
issued.
qCargo Types: The types of cargo that the
carrier is authorized to transport, such as
general freight or household goods.
 W9 Form
A W9 form is an IRS (Internal Revenue
Services) tax form used to request the
taxpayer identification number (TIN) and legal
name of an individual or entity that you are
making payments to.
qLegal Name: The legal name of the
individual or entity that you are working
with.
qBusiness Name: If the individual or entity
operates under a business name, this should
be provided as well.
qTaxpayer Identification Number (TIN): This
is either the individual's Social Security
Number (SSN) or the entity's Employer
Identification Number (EIN).
qAddress: The mailing address of the
 Certificate of Insurance
A Certificate of Insurance is a document that provides
evidence of insurance coverage to a third party, such as
a broker or dispatcher.
qInsurance Company: The name and contact
information of the insurance company providing
coverage.
qPolicyholder: The name and contact information of
the policyholder, who is the carrier or owner-operator.
qPolicy Number: The policy number associated with
the insurance coverage.
qEffective and Expiration Dates: The dates the
insurance policy goes into effect and when it expires.
qTypes of Coverage: The types of coverage provided by
the insurance policy, such as auto liability, general
liability, or cargo liability.
qLimits of Coverage: The maximum amount the
insurance company will pay for each type of coverage.
 Notice of Assignment
Notice of assignment is issues by Factoring
companies e.g. OTR, RTS, Thunder Funding etc.
A factoring company is a financial institution
that provides funding to carriers by purchasing
their accounts receivable, or unpaid invoices, at
a discount. The factoring company deducts their
fees and charges for the advance, typically
between 1.5% and 3% of the invoice value, and
returns the remaining balance to the carrier
usually with in 24-48 hours.
qCarrier Information: The name and contact
information of the carrier who has assigned
their receivables.
qFactoring Company Information: The name
and contact information of the factoring
company who has been assigned the
receivables.
 Voided Check
Voided check is required in case, a carrier is not set up with any of the factoring
companies. So, it is needed in order for:
qQuick pay Deposit: A voided check can be used to set up direct deposit
payments, allowing the carrier to receive payments quickly and securely.
qAccount Verification: A voided check can provide the necessary account number
and routing numbers (9 digit) to set up electronic payments or wire transfers.
 Types of Payment Methods
Criteria Quick Pay Factoring Standard Payment
Who provides the
Broker Factoring Company Broker or Shipper
service?
Within 24-48 hours after
Payment Timing Within 48-96 hours 30-40 days or longer
verification of invoice
Invoice amount minus a Invoice amount minus
Payment Amount Full invoice amount
fees (usually 4-7%) fees (usually 2-4%)
Fee charged by broker or Discount fee charged by
Cost No fee
shipper factoring company
Limited to one-time use Can be used with multiple Limited to specific broker
Flexibility
with specific broker brokers or shipper
May or may not require May or may not require
Credit Check Credit check required
credit check credit check
Carrier responsible for Factoring company Carrier responsible for
Collections
collections responsible for collections collections
 Commercial Driving License
qA Commercial Driver's License (CDL) is a
special type of driver's license that allows
individuals to operate commercial motor
vehicles (CMVs), such as tractor-trailers,
buses, and delivery trucks.
qHAZMAT (Hazardous Materials) Permits: If a
load contains hazardous materials, the driver
may need to obtain a HAZMAT endorsement
on their CDL and a HAZMAT permit to
transport the materials.
 Some conditional Permits & Certifications
qOversize/Overweight Permits: If a load exceeds the legal size or weight limits for
the state or states in which it will be traveling, the driver may need to obtain an
oversize or overweight permit.
qTanker endorsement: This endorsement is required for drivers who operate a
commercial motor vehicle (CMV) that is designed to transport liquid or gaseous
materials in bulk.
qTWIC card: The Transportation Worker Identification Credential (TWIC) is a
security credential issued by the Transportation Security Administration (TSA)
that allows individuals to access secure areas of port facilities, including terminals
and vessels.
qACHA certificate: The Airport Cargo Handling Agent (ACHA) certificate is required
by some airports and the TSA to ensure that carriers and their personnel are
properly trained and authorized to handle cargo in secure airport areas.
 Documents a carrier needs to get paid

qFollowing are the documents needed by a carrier to get his/her

payment from a broker OR a factoring company:

ØRate Confirmation
ØBOL i.e. Bill of lading
ØPOD i.e. Proof of delivery
ØNOA / Voided Check, to get his payment from factoring company/broker
 Rate Confirmation
A rate confirmation is a document that outlines the details of a load that a
carrier will be transporting for a broker or shipper. It is a legally binding
agreement between the parties involved and serves as proof of the agreed-
upon rate, pickup and delivery times, and other key terms and conditions.
qLoad details: This includes the pickup and delivery locations, the type
and quantity of goods being transported, the weight and dimensions of
the load, and any special instructions or requirements.
qCarrier details: This includes the carrier's name, MC number, and contact
information.
qPayment terms: This includes the agreed-upon rate for the load, the
payment method, and any applicable fees or deductions.
qPickup and delivery times: This includes the exact date and time for
pickup and delivery, as well as any appointment times or deadlines.
qInsurance requirements: This includes the minimum insurance coverage
required for the load and any specific insurance requirements or
endorsements.
qAdditional terms and conditions: This includes any other special
requirements or conditions agreed upon by the parties, such as
detention or layover fees, fuel surcharges, or any penalties for late
delivery or cancellation.
 Bill of lading
A bill of lading (BOL) is a legal document that serves as
proof of receipt of goods by a carrier for shipment.
qShipment details: This includes the type of goods
being shipped, the quantity, weight, and dimensions
of the shipment.
qOrigin and destination information: This includes the
place of origin and the destination of the shipment.
qShipping date and expected delivery date
qSpecial instructions or requirements: This includes
any special instructions or requirements for handling
the shipment, such as temperature-controlled
transport or hazardous materials.
qSignatures: The BOL should be signed by the
consignor, the carrier, and the consignee to
acknowledge receipt of the goods and agreement to
the terms and conditions of the shipment.
 Proof of Delivery
Proof of Delivery (POD) is a document that serves as
evidence that the recipient of a shipment has
received the goods as described in the BOL (Bill of
Lading).
qDate and time of delivery
qRecipient's name and signature
qCondition of the goods upon delivery (i.e.
damaged, intact)
qAny discrepancies between the goods received
and what was described in the BOL
qCarrier's name and contact information
qAny special instructions or notes about the
delivery.
 Invoice
An invoice is a document that is sent to the
carrier to request payment for services provided.
It typically includes details such as:
qDate
qDescription of services provided
qQuantity
qRate
qTotal amount due.
 What is a Broker?

qA broker is a person or company that acts as an intermediary between shippers

and carriers in the transportation of goods. Brokers help shippers find suitable
carriers for their freight and negotiate rates and terms on their behalf.
qThey work to ensure that the shipment is delivered on time and at the agreed-
upon price. Brokers are responsible for finding and vetting carriers, negotiating
freight rates, handling paperwork and documentation, and communicating with
both the shipper and carrier to ensure smooth transportation of goods.
qBrokers earn a commission or fee for their services, which is typically a
percentage of the total freight charges.
 Load Board
A load board is an online marketplace for connecting shippers and
brokers with carriers to find available freight to be shipped e.g. DAT,
Sylectus etc.
qPosting and searching for available loads: Shippers or brokers can
post available loads on the board, while dispatchers/carriers can
search for available loads that match their capacity and location.
qNegotiating rates and terms: Load boards can help facilitate
negotiations between carriers and shippers, including determining
rates and other terms.
qManaging documentation: Load boards often include tools to help
manage the required documentation, such as bills of lading, proof of
delivery, and invoicing.
DAT (Dial-a-truck) Load board
 USA states & their time zones
Mid-West North-East

West

South
 USA states we work in & their abbreviations
State Name Abbreviation State Name Abbreviation State Name Abbreviation
Alabama AL Maine ME Ohio OH
Arizona AZ Maryland MD Oklahoma OK
Arkansas AR Massachusetts MA Oregon OR
California CA Michigan MI Pennsylvania PA
Colorado CO Minnesota MN Rhode Island RI
Connecticut CT Mississippi MS South Carolina SC
Delaware DE Missouri MO South Dakota SD
Florida FL Montana MT Tennessee TN
Georgia GA Nebraska NE Texas TX
Idaho ID Nevada NV Utah UT
Illinois IL New Hampshire NH Vermont VT
Indiana IN New Jersey NJ Virginia VA
Iowa IA New Mexico NM Washington WA
Kansas KS New York NY West Virginia WV
Kentucky KY North Carolina NC Wisconsin WI
Louisiana LA North Dakota ND Wyoming WY
Questions Are Guaranteed
In Life,
Answers are not!
 THANK YOU
In case of any queries, feel free to ask questions!