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.