Getting started
Quick start
From signing up to your first delivered, invoiced load in one sitting.
Before you begin
You need:
- A work email address you can open now (the sign-up sends a confirmation link).
- Your company's legal name, MC and DOT numbers, address and bank details. These print on every invoice, rate confirmation and delivery order. You can add them later, but paperwork looks unfinished without them.
- The email addresses of the people you want to invite.
No card is needed to start. Every new company begins on a free trial.
1. Create your company
Open the sign-up page
Go to the website and choose Start free trial, or open/app/signupdirectly.Fill in the form
Your company name, your name, your work email and a password. The password needs 8 to 128 characters, at least one capital letter and one digit, and must not be a common password.Confirm your email
We send a confirmation link to the address you gave. It works for 48 hours. If it does not arrive, you can ask for another (up to 3 per hour).Sign in
The link signs you in and opens the setup walk-through.
2. The setup walk-through
The first time the company's admin signs in, a short walk-through opens at /app/onboarding.
Each step saves to the same place as the full Company profile,
so you can skip any step and finish it later.
| Step | What you set | Why it matters |
|---|---|---|
| Company details | Name, MC, DOT, address, phone, logo | Prints on your invoices, rate confirmations and delivery orders |
| Time zone and fees | Your time zone and the advance fee (default $75) | Dates and the last free day are judged in your time zone; the fee is added to every SSL/customs advance (R4) |
| Your team | Invite people by email and give them roles | Each person gets a link that works for 7 days |
| Done | One button that opens the panel |
3. Add your first customer and carrier
Add a customer
Open Records → Customers → New customer. Fill in the name, contact, payment terms and a credit limit. See Customers.Approve the customer
Add a carrier
Open Records → Carriers and use Look up MC to fill the carrier from FMCSA, then attach the insurance certificate and W-9. See Carriers.Clear the carrier
A new carrier starts as pending compliance. A reviewer approves it with a comment once MC, DOT, insurance and W-9 are on file and the vetting checklist is done (R1).
4. Book and move your first load
Create the load
Workspace → New load. Pick the customer, add the pickup and delivery stops, the container number(s) and the charges, each with a bill-to party. See New load.Pick a carrier rate
Enter quotes on the Rate board and choose one yourself. The system never picks for you.Send the paperwork
From the Document center, make the rate confirmation and dispatch sheet and email them to the carrier's FMCSA address.Follow it
Record milestones and check calls on the load record. Anything that goes wrong shows up on Tasks & exceptions.Mark it delivered
One click sets the invoice dates, marks it ready to bill, asks the carrier for the POD and prepares the invoice and carrier bill (R6).Invoice and get paid
Raise the invoice on Invoices and record the payment on Receivables.
5. Choose a plan
Before the trial ends, the admin picks a plan on Billing. If the trial ends without one, the account becomes read-only until a plan is chosen: nothing is lost.