Onboarding Requirements

• ☐ Carrier Legal Name
• ☐ Owner / Authorized Contact Name
• ☐ Phone Number
• ☐ Email Address
• ☐ MC Number
• ☐ DOT Number
• ☐ Business Address
• ☐ Equipment Type
   
  • ☐ Box Truck
  • ☐ Dry Van
  • ☐ Other
• ☐ Preferred Operating Regions / Lanes

• ☐ MC Authority Letter
• ☐ Certificate of Insurance
   
  • Auto Liability
  • Cargo Insurance
• ☐ W-9 Form (Signed)
• ☐ Factoring Company Info (Optional)

CRM AUTO-CHECK:

• ☐ MC Active
• ☐ Insurance Valid

• ☐ Dispatch Agreement Signed
• ☐ Month-to-Month Contract Signed
• ☐ Carrier Authorizes Dispatcher to:
   
  • Communicate with brokers
  • Negotiate rates
  • Book loads on carrier’s behalf
• ☐ Carrier acknowledges:
   
  • Dispatcher does NOT receive freight payments
  • Broker pays carrier or factoring company
  • Carrier pays dispatcher separately

• Pricing Plan: $350 / Month (Flat)
• ☐ Billing Cycle: Monthly / Month-to-Month
• ☐ First Month Paid (Yes / No)
• ☐ Payment Method:
   
  • Zelle
  • ACH
  • Invoice

• ☐ Minimum Rate per Mile
• ☐ Max Deadhead Miles
• ☐ Load Preferences
• ☐ Fuel Surcharge Required (Yes / No)
• ☐ Working Hours
• ☐ Communication Preference (Call / Text / Email)

• ☐ Added to Dispatch Tracker
• ☐ Load Boards Assigned
• ☐ First Load Sent
• ☐ First Load Booked