Carrier Portal
The carrier portal gives carriers a place to complete onboarding steps, submit information, and provide documents.
What carriers may complete
- Company information
- Contacts
- Operating details
- Tax information
- Payment information
- Required documents
- Packet acknowledgements
- Driver or dispatcher contacts when requested
Internal review
After a carrier submits information, review the packet before approving the carrier. Check that details are complete, documents are readable and current, payment information matches your policy, and contacts are usable for dispatch.
Approval outcomes
Approve carriers that are ready for dispatch. Reject submissions that need correction, keep incomplete carriers inactive, and block carriers when your team should not use them until a formal review is complete.
Adoption tips
- Send portal invites to the correct carrier contact.
- Confirm the carrier knows which documents are required.
- Review submissions promptly.
- Keep rejected item reasons clear so carriers know what to fix.
When to contact support
Contact support if carrier invites are not received, submitted packets do not appear, or carrier monitoring provider data needs initial bulk import.