Freight Brokers: Start Here
Freight Brokers: Start Here
Use this path if your company brokers freight to outside carriers.
If your company runs its own trucks too, use the carrier/trucking path for driver, equipment, and driver settlement workflows.
If your company does more than one thing, use more than one path. For example, a broker that also runs trucks uses the freight broker path for brokered loads and the carrier/trucking path for driver and equipment workflows.
Premium and enabled features: Carrier Lookout, Onboard Carrier, and Text Dispatch are included when your freight broker account has Premium. If your account is not Premium, use those articles only when the feature is enabled for your account.
Do These First
- Set up company info and logo
- Add your team and user permissions
- Set up and connect email
- Add customers
- Add carriers to your network
- Set up load board integrations
Run Your First Workflow
- Create your first load
- Assign a carrier or driver on a load
- Use the rate confirmation for brokered loads
- Invoice the customer and get paid
- Review reports and dashboard results
Optional and Enabled Features
Use only when included with your package or enabled for your account.
Main Articles
- Manage User Roles and Permissions
- Use the Load Screen to Build and Manage a Load
- Understanding the All Loads Screen
- Dispatch a Load in Load Manager: Beginner Workflow
- Generate a Bill of Lading (BOL)
- Customer Invoice and Quote Layout
- Set Up Commodity and Accessorial Types
- Configuration Options Overview
- Use the Reports Dashboard
- Customer Portal Overview
- Why Is My Driver's GPS Location Not Tracking?
- Load Manager Help Manual and Article Index