The CRM has its own checklist: Get started at the top of the sidebar (also the chip by the
bell). It walks through seven steps in this order — Business profile, Phone and SMS,
Email, Payments, Lead sources, Team and lead distribution, and the optional
Try it: your first lead, which sends you a test lead through your own quote form. Each step
shows Required or Optional and To do, Needs attention or Ready; the sidebar
badge counts the steps left. An admin can switch Show in the sidebar off for the
whole company once setup is done. The list below goes further than that checklist.
Day one — the account
1
Company details
Settings → Business → Account details: account name, address and — importantly — the correct
time zone. Everything scheduled runs off it.→ Business
2
Public and legal info
Business details: legal name, website, privacy policy, support phone and email, MC and DOT
numbers, and the descriptor on customer statements.
3
Branding
Logo, icon, brand colour and accent colour. They appear on every document and email.
4
Terms & Conditions
The shipper and carrier agreement templates.
Day one — connections
1
Phone and SMS
Connect at least one of Twilio, RingCentral, Telnyx, Vonage, Quo or Zoom Phone.→ Integrations
2
Connect SendGrid, Mailgun or Gmail — and set up SPF, DKIM and DMARC before you send anything.→ Email deliverability
3
Load boards
Central Dispatch and/or Super Dispatch. Central Dispatch needs the Premium plan for API
access.→ Central Dispatch ·
Super Dispatch
4
Payments
Connect a processor and pick your default.→ Payment gateways
Day two — leads in
1
Create your lead sources
One per website or provider, each with its per-lead price so your ROI numbers work.→ Lead sources
2
Hand out the endpoint URLs
Or point your own website form at one.→ Lead source API
3
Set up email parsing (if a provider emails you)
Connect the mailbox, build a narrow filter, watch the Activity tab before turning automatic
processing on.→ Email parsing
Day two — the team
1
Add your users
Role, team, payout and contacts, in one flow.→ Team and security
2
Each agent sets up their own profile
Their number and email, Is Default? ticked, and RingCentral registered if used.→ Profile
3
Set lead distribution
Quotas per agent per day, shift hours, and an after-hours fallback.→ Lead distribution
4
Decide on two-factor
Require it organization-wide, or per user.
Before you turn it on — what customers will see
1
Read every template
Out loud. Every quote, follow-up and status message goes out with your name on it.→ Templates
2
Write three versions of each message you send often
So repeat customers do not get identical texts.
3
Build your follow-up sequence
First step within the hour; spread the rest; give it an end.
4
Set pricing
Choose the engine, set the correction factor, set your deposit brackets. Decide whether Auto
Price is on.→ Pricing
5
Customise the booking page
Wording, colours, and — carefully — whether the card is charged automatically.→ Booking page
6
Check messaging health settings
Quiet hours, the per-minute pace and the opt-out line.→ Messaging health
Personal, per agent
1
Notifications
Use a different number and email than your customer-facing contacts, then pick your events.→ Notifications
2
Set up your Shipments columns
Once, for how your desk actually works.→ Shipments
Quick audit
Then
Tour the CRM
Show your team around.
How a lead becomes a load
The workflow everyone should know.