Freight Quote to Booking Checklist
Operational checklist for teams that need to move from selected rate to booked shipment without corrections and re-rates.
Pre-book validation steps
- Confirm weight, dimensions, and package count exactly as tendered
- Verify class selection and commodity description
- Match pickup and delivery contact names and direct numbers
- Set appointment windows and note dock limitations
- Re-check accessorial selections before final booking
Common mistakes to avoid
- Missing residential or liftgate flags
- Incorrect pallet dimensions causing class mismatches
- Expired pickup windows or unavailable receiving teams