Quickstart
Get your account live in about 30 minutes.
Tour the CRM
What every screen is for, with pictures.
How a lead becomes a load
The pipeline, status by status.
Setup checklist
Tick off everything before you go live.
Where to go next
Using BeRocker
One page per screen: Inbox, Shipments, Follow up, Dispatch, Carriers, Customers,
Terminals, Accounting and the Dashboard.
Settings
Your profile, your company, your team, templates, pricing, notifications and reports.
Integrations
Phone, SMS, email, load boards and payment processors — connected one at a time.
Support
Your dedicated support group, phone, email — and a page of common fixes.
The short version
1
Leads arrive
From your website, a lead provider, an email your inbox parses, or a shipment an agent adds by
hand. Every lead lands in Inbox and Shipments and gets assigned to an agent.
2
You quote and follow up
Send a quote from a template by SMS or email. Follow-up sequences chase the ones who go quiet,
and Follow up → Triage tells you which conversations actually need a human today.
3
The customer books
They sign the agreement and pay the deposit on your booking page. The lead becomes an order.
4
You find a carrier
Post the load to Central Dispatch or Super Dispatch straight from the CRM, review offers,
and dispatch the carrier you want.
5
The load moves and closes out
Pickup and delivery updates come back from the load board, the customer gets automatic status
messages, and the money shows up in Accounting.
Not everything below is switched on for every account. What you can see depends on your role
and on which integrations your company has connected.