We're recording the walkthrough for this tool.
The CRM runs in your browser (nothing to download). Log each load once and see every driver's miles, gross booked, your commission, and settlement-ready totals.
Step by step
Open in your browser
After buying the CRM, click “Open in browser” on the Get the Tools page — or just open your Workspace. No download needed.
Add your carriers
Go to My Carriers → Add carrier and enter their name, MC/DOT, contact, phone and email.
Book loads
From Current Loads (or a carrier's Add load) log each load once — route, dates, miles and rate. Your commission is worked out automatically.
Track progress
Move loads Booked → Picked up → In transit → Delivered as they go, and upload rate confirmations and PODs on each load.
Invoice & get paid
In Payments/Invoices, generate a branded invoice for a carrier's delivered loads and mark it paid when the money lands.
Work from the Workspace
Use the daily notepad, per-carrier sticky notes, and the search bar to find any load by broker, rate, city or date in seconds.
Tips
- Use the Workspace search to jump to any load fast — even with a typo.
- Set your default dispatch % in Business settings so commissions auto-fill.
- Give a carrier a read-only login so they can see their own loads.