CarrierOS AI help center
Step-by-step guides for cleaner carrier operations.
Find practical CarrierOS AI instructions for dispatch, documents, invoices, driver pay, fleet records, reports, settings, and support. Each guide explains the task, what to check first, and what to do next.
Workflow guides to start with
These task-based guides answer the questions carrier teams ask while doing real office work.
Workflow guide
How to Create a Load Manually in CarrierOS AI
Learn how to create a load manually in CarrierOS AI with broker, pickup, delivery, rate, driver, truck, trailer, and document details.
Read guideWorkflow guide
How to Create a Load from a Rate Confirmation in CarrierOS AI
Learn how to create a load from a rate confirmation in CarrierOS AI and review AI-extracted broker, route, rate, and equipment details.
Read guideWorkflow guide
How to Auto-Generate Invoices in CarrierOS AI
Learn how CarrierOS AI auto-generates invoices from ready delivered loads and what to review before sending invoice packets.
Read guideWorkflow guide
How to Create a Settlement Batch in CarrierOS AI
Learn how to create a driver settlement batch in CarrierOS AI and review pay period, loads, deductions, reimbursements, and status.
Read guideWorkflow guide
How to Upload PODs, BOLs, and Receipts in CarrierOS AI
Learn how to upload PODs, BOLs, receipts, and other load documents in CarrierOS AI and attach them to the correct load.
Read guideWorkflow guide
How to Invite Your First User in CarrierOS AI
Learn how to invite your first CarrierOS AI user, choose access, and keep dispatch and billing accounts clean.
Read guideGuide library by workflow
Use these sections like a help center. Page-level guides are still here, but the main path is now organized by the job your team is trying to finish.
Getting started
Setup guides for owners and new office users.
Loads and dispatch
Create loads, review AI details, assign equipment, and track status.
- How to Create a Load Manually in CarrierOS AI
- How to Create a Load from a Rate Confirmation in CarrierOS AI
- How to Review AI-Extracted Load Details in CarrierOS AI
- How to Assign a Driver, Truck, and Trailer in CarrierOS AI
- How to Edit Stops and Appointment Times in CarrierOS AI
- How to Track Load Status from Draft to Delivered in CarrierOS AI
- How to Find Missing PODs in CarrierOS AI
Documents and automation
Keep PODs, BOLs, receipts, emails, and document readiness organized.
Invoices and billing
Invoice creation, invoice packets, blockers, payment cards, and subscription billing.
Settlements and driver pay
Driver statements, settlement batches, deductions, and reimbursements.
Drivers and fleet
Set up drivers, trucks, trailers, fuel, expenses, and compliance records.
Reports and troubleshooting
Read profit numbers, build reports, and fix common data problems.
Settings, support, and integrations
User access, support requests, bulk import, API keys, and webhooks.
Need a guide for a real office problem?
Open the Support page in CarrierOS AI and tell us which workflow needs better instructions. Those requests help shape the next help articles.
