Checklist

Rate confirmation review checklist

What to check on every rate confirmation before you sign it back — because the rate con is the reference every billing dispute goes back to.

Reviewed 2026-09-07

When to use: Run by whoever books the load, before signing and dispatching. Takes two minutes and prevents most short-pays.

The money

  • Linehaul rate matches what was agreed on the phone.
  • Fuel surcharge is stated (separate line or explicitly all-in).
  • Detention: free time window and hourly rate are written, and acceptable.
  • Layover amount is stated if the lane risks one.
  • Stop-off charge per additional stop is listed and matches the stop count.
  • Tarping, liftgate, or other equipment accessorials are priced.
  • Lumper reimbursement terms and how the receipt must be submitted are stated.
  • Total charges add up.

The load

  • Pickup and delivery addresses are complete and will geocode.
  • Appointment dates and windows are realistic for the miles and the driver’s hours.
  • Appointment or PO numbers are included where the facility requires them.
  • Commodity, weight, and piece/pallet count are stated and plausible.
  • Equipment type and any special requirement (temp setpoint, hazmat, team) is correct.

The partner and the paperwork

  • Broker MC number and name match your records; credit is acceptable.
  • Bill-to party and where to send the invoice and documents are clear.
  • Payment terms (days) are stated.
  • Any detention/POD submission deadline is noted so billing hits it.

Anything not on the rate confirmation is hard to collect later. If a charge was discussed but is missing, get a corrected rate con before the truck picks up.

A free-time window or rate that is worse than you would accept is negotiable — ask before you sign.

Guides: A dispatch workflow for growing fleets

Questions: How do I price a load?, What causes chargebacks and how do I prevent them?

Terms: Rate Confirmation, Detention, Accessorial Charge

In Trailflow: dispatch.

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