How to Set Up Company Profile in CarrierOS AI
Company Profile stores the carrier identity, contact information, timezone, appearance, and documents used across CarrierOS AI. The guide below explains the company profile in CarrierOS AI workflow and what to verify before moving on.
Company profile data appears in setup, documents, billing, and user-facing parts of the TMS. Keeping it accurate helps the app feel consistent and professional.
Company profile in CarrierOS AI: quick answer
Use this page to complete the workflow on this screen. The sections below explain what each area does, when to use it, and what to check before moving to the next step.
What each section does
| Company identity | Legal name, display name, DOT, MC, address, phone, and email. |
| Timezone and format | Controls display preferences such as dates and time format. |
| Branding | Logo, appearance, and visual settings where available. |
| Company documents | Insurance, W-9, certificates, and other shared company files. |
How to use this page
- Review legal name and display name.
- Fill contact, DOT, MC, address, and timezone fields.
- Upload branding and company documents when needed.
- Save and check a few app pages to confirm the profile appears correctly.
Helpful tips
- Use the legal name for official records and display name for daily readability.
- Keep timezone and time format aligned with how dispatch works.
- Update documents before expiration dates create problems.
