> ## Documentation Index
> Fetch the complete documentation index at: https://help.berocker.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Setup checklist

> Everything to configure before you go live, in the order that works.

Work top to bottom. Each item links to the page that explains it.

***

## Day one — the account

<Steps>
  <Step title="Company details">
    **Settings → Business → Account details**: account name, address and — importantly — the correct
    **time zone**. Everything scheduled runs off it.

    → [Business](/settings/business)
  </Step>

  <Step title="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**.
  </Step>

  <Step title="Branding">
    Logo, icon, brand colour and accent colour. They appear on every document and email.
  </Step>

  <Step title="Terms & Conditions">
    The shipper and carrier agreement templates.
  </Step>
</Steps>

***

## Day one — connections

<Steps>
  <Step title="Phone and SMS">
    Connect at least one of Twilio, RingCentral, Telnyx, Vonage, Quo or Zoom Phone.

    → [Integrations](/settings/integrations)
  </Step>

  <Step title="Email">
    Connect SendGrid, Mailgun or Gmail — and set up SPF, DKIM and DMARC before you send anything.

    → [Email deliverability](/integrations/email/sendgrid/email-deliveribility)
  </Step>

  <Step title="Load boards">
    Central Dispatch and/or Super Dispatch. Central Dispatch needs the **Premium** plan for API
    access.

    → [Central Dispatch](/integrations/loadboards/centraldispatch) ·
    [Super Dispatch](/integrations/loadboards/superdispatch)
  </Step>

  <Step title="Payments">
    Connect a processor and pick your default.

    → [Payment gateways](/settings/integrations)
  </Step>
</Steps>

***

## Day two — leads in

<Steps>
  <Step title="Create your lead sources">
    One per website or provider, each with its **per-lead price** so your ROI numbers work.

    → [Lead sources](/settings/lead-sources)
  </Step>

  <Step title="Hand out the endpoint URLs">
    Or point your own website form at one.

    → [Lead source API](/integrations/lead-source-api)
  </Step>

  <Step title="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](/settings/email-parsing)
  </Step>
</Steps>

***

## Day two — the team

<Steps>
  <Step title="Add your users">
    Role, team, payout and contacts, in one flow.

    → [Team and security](/settings/team-and-security)
  </Step>

  <Step title="Each agent sets up their own profile">
    Their number and email, **Is Default?** ticked, and RingCentral **registered** if used.

    → [Profile](/settings/profile)
  </Step>

  <Step title="Set lead distribution">
    Quotas per agent per day, shift hours, and an **after-hours fallback**.

    → [Lead distribution](/settings/lead-distribution)
  </Step>

  <Step title="Decide on two-factor">
    Require it organization-wide, or per user.
  </Step>
</Steps>

***

## Before you turn it on — what customers will see

<Steps>
  <Step title="Read every template">
    Out loud. Every quote, follow-up and status message goes out with your name on it.

    → [Templates](/settings/templates)
  </Step>

  <Step title="Write three versions of each message you send often">
    So repeat customers do not get identical texts.
  </Step>

  <Step title="Build your follow-up sequence">
    First step within the hour; spread the rest; give it an end.
  </Step>

  <Step title="Set pricing">
    Choose the engine, set the correction factor, set your deposit brackets. Decide whether Auto
    Price is on.

    → [Pricing](/settings/pricing)
  </Step>

  <Step title="Customise the booking page">
    Wording, colours, and — carefully — whether the card is charged automatically.

    → [Booking page](/settings/booking-page)
  </Step>

  <Step title="Check messaging health settings">
    Quiet hours, the per-minute pace and the opt-out line.

    → [Messaging health](/settings/messaging-health)
  </Step>
</Steps>

***

## Personal, per agent

<Steps>
  <Step title="Notifications">
    Use a **different** number and email than your customer-facing contacts, then pick your events.

    → [Notifications](/settings/notifications)
  </Step>

  <Step title="Set up your Shipments columns">
    Once, for how your desk actually works.

    → [Shipments](/using/shipments)
  </Step>
</Steps>

***

## Quick audit

| Check                                                           | Where                                                            |
| --------------------------------------------------------------- | ---------------------------------------------------------------- |
| Every agent has a **default SMS** and **default email** contact | [Team and security → User contacts](/settings/team-and-security) |
| Time zone is right                                              | [Business](/settings/business)                                   |
| At least one email and one phone provider is **Active**         | [Integrations](/settings/integrations)                           |
| Every lead source has a per-lead price                          | [Lead sources](/settings/lead-sources)                           |
| Somebody is named as after-hours fallback                       | [Lead distribution](/settings/lead-distribution)                 |
| Quote templates read like a person wrote them                   | [Templates](/settings/templates)                                 |
| A test lead makes it all the way to a quote                     | Send one to your own endpoint                                    |

***

## Then

<CardGroup cols={2}>
  <Card title="Tour the CRM" icon="compass" href="/get-started/tour">
    Show your team around.
  </Card>

  <Card title="How a lead becomes a load" icon="route" href="/get-started/lead-journey">
    The workflow everyone should know.
  </Card>
</CardGroup>