Carrier & Broker Tutorial Series

What you will learn

This chapter walks through the very first step: creating your account. You will choose the account type that matches your business, enter your company details, and add the identifying information that lets shippers, receivers, and drivers confirm they are working with the right company. You will also see what happens after you submit — the verification email, and the first time you log in.

Key takeaways

• Choose the right account type before you start
• Enter your legal company name and identifying numbers exactly as they appear on your authority documents
• Complete email verification so your account becomes active

What you will learn

A complete profile is what lets a shipper or receiver trust the company on the other end of a load. This chapter covers your company record in full: legal and operating names, address and contact information, authority and safety details, insurance certificates, and your billing preferences. You will also see where the company information that appears on your documents comes from — so the paperwork that reaches a shipper carries your correct details.

Key takeaways

• Your profile details flow through to every document you send
• Upload insurance and authority documents so they are on file
• Keep billing and remit-to information current so payments are not delayed

What you will learn

Here you will add drivers to your company, send them their invitation, and see what they see once they accept. You will also add your equipment — tractors and trailers — and assign it to drivers, so when a load is dispatched everyone knows what is pulling it. Driver documents such as licence and medical certification are handled here as well, so your records stay current.

Key takeaways

• Drivers are added by invitation and accept on their own device
• Equipment is assigned to a driver, not just to the company
• Driver documents stay on file and current

What you will learn

This is the chapter that explains why Docks2Doc exists. You will follow a single load all the way through: the order going to the shipper, the load and bill of lading going to the carrier or broker, the load going to the assigned driver, the check-in notices, the signatures, and finally the invoice. Every one of those steps is sent automatically as a PDF to the people who need it, so nobody has to chase anyone for a copy of anything.

Key takeaways

• Every step is emailed as a PDF — the record exists without anyone asking for it
• The bill of lading is generated and distributed automatically
• Nobody can say they did not receive it, because the send is on the record

What you will learn

This chapter closes the loop. At delivery, the receiver signs on screen and the signed bill of lading is stored in the cloud immediately. A second signature email goes to every participant, and the invoice generates automatically with the signed bill of lading already attached. You will also see how payment status comes back to you so you always know where your money is.

Key takeaways

• The receiver signs on screen — no paper, no scanning
• The signed BOL attaches itself to the invoice
• Payment status is visible at every stage