Customer Quick Start
This guide is for customers who create orders, confirm bids, track loads, view POD documents, invoices, and payments.
Recommended first setup: complete your company profile and billing contact before creating your first order.
Step-by-step guide
Follow these steps from account setup to daily use.
1
Create your account
- Open the Customer registration page or the invite link sent by your carrier or dispatch team.
- Enter your company name, contact name, email, phone number, and password.
- After registration, log in with the same email and complete your company profile.
2
Set up your company profile
- Confirm your company name, billing contact, phone number, and email.
- Add the correct billing and operations contacts before creating orders.
- Use the Profile page any time company information needs to be updated.
3
Create your first order
- Click Create Order.
- Choose the order type, such as Import, Export, or Long Haul.
- Enter pickup, delivery, container, B/L or booking number, terminal, gate code, appointment, unload type, and notes.
- Submit the order to Dispatch.
4
Review and confirm the bid
- Open Orders or Bids to review the carrier price and service details.
- Confirm the bid only when the price, route, and service information are correct.
- After confirmation, the order moves into the dispatch workflow.
5
Track the load
- Use Dashboard, Orders, Tracking, or Messages to follow status updates.
- Common statuses include Pending, Dispatched, In Transit, Completed, Invoice, and Paid.
- Use Messages for load-specific communication with Dispatch.
6
View documents, invoices, and payments
- Open Documents to view POD, delivery photos, EIR, and signatures.
- Open Invoices to view invoice status and invoice PDF.
- Submit payment information when payment is made, then wait for Accounting review.
Before creating an order
- Company name and contact information are correct.
- Pickup and delivery addresses are complete.
- B/L, booking, container, size, seal, appointment, and terminal details are ready.
- Unload type and special instructions are clear.
Common questions
- If an order does not appear, refresh Dashboard or Orders.
- If bid price is wrong, message Dispatch before confirming.
- If POD is missing, check Documents or contact Dispatch.
- If payment was submitted, wait for Accounting review.