Freight Brokers: Start Here

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.

How to Use This Start Here Path

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

Use these articles for the first setup pass before regular daily use.

0Demo Customers screen showing customer list and Add Customer navigation with customer data masked

Screen cue: set up customers early so brokered loads can pull the correct bill-to, contact, and customer-specific defaults.

  1. Set up company info and logo
  2. Add your team and user permissions
  3. Set up and connect email
  4. Add customers
  5. Add carriers to your network
  6. Set up load board integrations

Run Your First Workflow

After setup, use these articles to move through a first real load workflow.

0Demo saved load screen showing load actions and document controls with load details masked

Screen cue: after customer and carrier setup, open a sample saved load and review status, documents, dispatch, and accounting actions before daily use.

  1. Create your first load
  2. Assign a carrier or driver on a load
  3. Use the rate confirmation for brokered loads
  4. Invoice the customer and get paid
  5. Review reports and dashboard results

Optional and Enabled Features

Use these only when the feature or integration is included with your package or enabled for your account.

  1. Carrier Lookout
  2. Onboard Carrier
  3. Text Dispatch
  4. QuickBooks integration
  5. GPS or tracking integrations

More Articles for This Path

Use the articles below as normal reference articles after your account is set up, or when you need details for a specific Load Manager screen, report, document, feature, or integration.

Account Setup

Loads and Dispatch

Carriers, Drivers, and Equipment

Documents and Forms

Accounting and Reports

Optional Features and Integrations

Troubleshooting and Admin

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