How to Finish Onboarding in CarrierOS AI
This guide helps a new carrier workspace move from empty setup to usable daily operations. Follow the steps below to finish onboarding in CarrierOS AI, then confirm the saved result before the office relies on it.
On this page
- Quick answer
- Before you start
- Step-by-step instructions
- Review checklist
- What happens next
- Common problems
- Related guides
Finish onboarding in CarrierOS AI: quick answer
Finish onboarding by completing company profile, inviting users, adding drivers and trucks, checking billing settings, and creating one real load to test the workflow.
Before you start
- You have owner or admin access.
- Your carrier name, contact details, trucks, drivers, and billing preferences are ready.
- You know who needs dispatch, billing, or owner access.
Step-by-step instructions
- Open Company Settings and complete the company profile.
- Invite the first office user and choose the right access level.
- Add drivers, trucks, and trailers before assigning real freight.
- Review invoice settings and settlement settings.
- Create one test load or one real load and follow it through documents and billing.
Review checklist
Use this checklist before you save, send, approve, or rely on the record.
- Company profile: Business name, address, phone, email, and identifiers used on records.
- Users: People who can sign in and work in the carrier account.
- Fleet records: Drivers, trucks, and trailers used by dispatch and reporting.
- Billing settings: CarrierOS subscription billing and freight invoice defaults.
What happens next
After onboarding, use the Dashboard each morning and create loads from either manual entry or rate confirmation import.
Common problems and fixes
- If a user cannot access the account, review user status and role.
- If a truck does not appear for dispatch, check the truck status.
- If invoice details look wrong, review company profile and invoice settings.
Tips for carrier offices
- Start with one office user before inviting the whole team.
- Use real truck and driver numbers from the beginning.
- Review settings again after your first invoice packet.
