Getting started with Loaditude

Loaditude is a warehouse and transport management system built for UK operators who run more than one service line: third-party logistics providers, retail implementation firms, hauliers, and freight forwarders who handle goods-in, storage, kitting, and transport as connected steps in a single programme. This guide walks through the setup you do in your first week so the platform reflects how your operation actually works, end to end, from goods arriving to proof of delivery.

You do not have to configure everything before you start. A sensible order is: locations, then job types, then clients and users, then the driver app. You can refine each area as you go.

The mental model

Loaditude holds one connected record for each piece of work. A job moves through stages, goods-in, storage, kitting or value-added services, transport, and proof of delivery, and the same data is visible to your office team, your drivers on the mobile app, and your client in the portal. There is no re-keying between a warehouse tool and a transport tool, and no separate spreadsheet for the client. That single record is the point of the platform.

Step 1: Set up your locations

Locations are where stock physically lives. They are the backbone of goods-in and put-away, so it is worth getting the structure right early. Most operators model:

• Sites for each warehouse or depot you run.
• Zones within a site, for example bulk storage, pick faces, kitting, a goods-in holding area, and a dispatch bay.
• Bins or bays for the individual addressable locations stock is put away to and picked from.

You do not need a label on every shelf on day one. Start with the zones you already use and add detail where it earns its keep, typically where you need to direct put-away or speed up picking.

Step 2: Define your job types

Job types describe the work your business does. Because Loaditude is used by operators with very different service mixes, job types are deliberately flexible: a pure transport job (collect and deliver), a kitting job (assemble from a bill of materials), a storage job, or a combined programme that runs goods-in, kitting, and a timed delivery as one piece of work.

Spend a little time here naming job types the way your team talks about them. Good job-type names make the rest of the system, and your client portal, instantly readable.

Step 3: Add your clients and users

Clients

A client is the customer you are doing the work for. Stock, jobs, and proof of delivery are all attributed to a client, which is what lets you give that client a clean, filtered view of only their own work in the portal. Add your active clients first; you can add more at any time.

Users and roles

Users are your own team. Multi-user access is included, there is no per-seat charge, so add everyone who touches the operation: office coordinators, warehouse staff, and managers. Drivers are added separately because they sign in to the mobile app rather than the web platform (see step 4).

Step 4: Set up the driver app

The Loaditude Driver app is how your drivers receive transport jobs and capture proof of delivery. It is a companion app: drivers do not self-register, you create their accounts so only your drivers can see your jobs. Drivers sign in on their own phone, see the runs assigned to them, and capture a photo and signature at each drop. Captured proof syncs back to the office automatically, and queues locally if signal drops, so a delivery in a basement loading bay is never lost.

For a deeper walkthrough, see Transport jobs and proof of delivery.

Step 5: Run one real job end to end

The fastest way to learn Loaditude is to put a single real job through it: book the goods in, put them away, run any kitting, create the transport job, dispatch it to a driver, and capture proof of delivery. By the time that one job is closed you will have touched every core part of the platform and confirmed your setup reflects reality.

Where to go next

• Goods-in and receiving covers booking in deliveries and put-away.
• Kitting and value-added services covers assembly and QC.
• The client portal explained covers giving clients visibility.
• Troubleshooting and FAQ covers common issues and who to contact.