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Watch a walkthrough, then follow the written article for the current steps. If a screen in the video looks different, trust the article.

Admin setup

Users, offices, fleets, and permissions — the account you need before the first load.

Create a load

New Load form walkthrough, including automated data entry from a rate confirmation.

Dispatch as a carrier

Assign a driver, truck, and trailer and cover the trip.

Dispatch as a broker

Cover a load with a carrier, send the rate confirmation, and track the move.

Invoice your customer

Email, factoring, and online or originals — pick the delivery method you use.

Driver settlements

Pay periods, rates, deductions, and generating driver statements.

Safety and maintenance

Safety records, the Asset Safety Report, and maintenance on trucks and trailers.

Accounting reporting

Built-in operational and financial reports — and when Custom Reports is a separate add-on.