Are you a broker? Use this setup wizard here.
Once you have completed the below steps, you can start entering trips into the system. 🙌
Here you will enter your basic company information: address, contact, federal ID, DOT, and MC numbers.
Here you will specify if you want automatic trip numbering and what format.
Here you will setup your Freight Billing module with Payment address and invoice numbering.
Here you will enter the Customer List. This will consist of billing, origin, and destination customers.
Here is where you will enter your company drivers that will get a W-2.
Here you will enter owner operators or anyone getting a 1099.
Here you will enter your tractors.
Here you will enter your trailers.
Here you will enter employees who will be paid via Payroll with W-2’s.
Here is where you will enter your vendors to pay general expenses.