Onboarding & Support

ONBOARDING & SUPPORT

Smooth Onboarding Journey As Ever

We don’t just set you up with a system; we craft a partnership designed for your success. With a team of expert onboarding specialists, user-friendly tools, and a highly customized approach, we ensure your onboarding journey is smooth, efficient, and tailored to your needs.

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NO MANUAL DATA ENTRY REQUIRED

Create Loads Effortlessly

Create loads instantly by simply dragging and dropping a PDF, or receive EDI, integrate with API, Import Excel, or use our Advanced Load Template to generate hundreds of loads with a single click.

PDF to Load

EDI Tender

Load Templates

API Integration

Excel Import

ONBOARDING PROCESS

All It Takes is 6 Steps

Sales Handoff Call Begin your journey with a dedicated onboarding specialist for an easy sales-to-onboarding transition. Collaborate closely with our sales team to understand your unique needs and objectives.
Getting to Know You During the initial call, we dive into your operations—fleet size, locations, trailer types, load preferences (FTL/LTL), and more. This helps us create a personalized plan for your training and implementation.
Training Schedule Training sessions are scheduled according to your availability and operational priorities, ensuring you’re not overwhelmed but empowered. Need an extra session on LTL loads or dispatching? Consider it done.
System Configuration & Integrations We gather your data, handle your integrations, and set up the system to align perfectly with your workflows. All you need is a designated point of contact for collaboration.
Test, Adjust, Perfect Before going live, we’ll test every feature to ensure it’s just right for your daily operations. Our team is on hand to address questions, refine workflows, and solve any hiccups along the way.
Go Live From here, you’ll work with your Customer Success Manager and support team for ongoing assistance.

ONBOARDING PROCESS

Why Our Onboarding Stands Out

Before dispatching, the system automatically performs several validations:

Completely Customized Your workflow drives our process. Whether you prefer calls, emails, or impromptu meetings, we adapt to you.
Client-Centric Approach We ask the right questions from the start—about your previous systems, pain points, and goals—so we can solve TMS problems even before they arise.
Efficient and Flexible No rigid schedules here. We work at your pace, ensuring your team is prepared, not pressured.
Time-Saving Features From digital payroll submissions to streamlined load dispatching via a mobile app, our system saves you hours of manual work.