How to Use Brokers and Customers in CarrierOS AI
Brokers and Customers is the company directory for organizations that give you freight or receive invoices. The guide below explains the brokers and customers in CarrierOS AI workflow and what to verify before moving on.
Clean customer records make load entry, billing, contacts, and reports faster. If customer names are inconsistent, invoices and reports become harder to trust.
Brokers and customers 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 list | Shows brokers, customers, and related account records. |
| Contact details | Stores emails, phone numbers, billing contacts, and operating details. |
| Billing setup | Keeps invoice-related customer information in one place. |
| Related loads | Helps you understand activity tied to a customer. |
How to use this page
- Search before creating a new broker or customer.
- Open the record and confirm legal name, display name, emails, phone, and address.
- Use the same customer record when creating loads for that company.
- Clean duplicates when the same customer appears under multiple names.
Helpful tips
- Use display names for daily readability but keep legal names accurate.
- Keep billing emails current to avoid invoice delays.
- Clean customer records improve lane and revenue reporting.
