> ## 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.

# Tour the CRM

> What every screen in BeRocker is for, and where to find it.

Five minutes here will save you a lot of clicking. Every screenshot on this page is the real CRM.

***

## The sidebar

Everything in BeRocker hangs off the left sidebar. The order is deliberate: the things you touch
every hour are at the top, records in the middle, money and settings at the bottom.

<Frame caption="The main navigation. Items you do not have permission for are simply not shown.">
  <img src="https://mintcdn.com/berocker/JlrUOS-Vn_pO8ZdT/images/app/sidebar-annotated.png?fit=max&auto=format&n=JlrUOS-Vn_pO8ZdT&q=85&s=8da51c6a5627cc9d598477cb98d2387e" alt="BeRocker sidebar with each navigation item labelled" width="1290" height="2080" data-path="images/app/sidebar-annotated.png" />
</Frame>

| Item             | What it is                                                              |
| ---------------- | ----------------------------------------------------------------------- |
| **Dashboard**    | Your numbers — leads, revenue, margin, conversion, response times.      |
| **Inbox**        | Every conversation with every customer: SMS, email, WhatsApp and calls. |
| **Shipments**    | The table of every lead and order, grouped into status tabs.            |
| **Dispatch**     | A live map of loads on the road, plus overdue and upcoming pickups.     |
| **Interactions** | Calls and texts from numbers the CRM does not recognise yet.            |
| **Follow up**    | Triage — which conversations need a human today — and your call list.   |
| **Carriers**     | Your carrier book: MC/DOT, terms, load history, documents.              |
| **Customers**    | Your customer book: contact details, orders, payment methods.           |
| **Terminals**    | Terminals and yards you ship in and out of.                             |
| **Accounting**   | Every payment, refund, dispute and fee.                                 |
| **Settings**     | Everything you configure.                                               |

Below the divider you will also find **Tickets** (support requests to the BeRocker team), the
**Help Center** link that brought you here, and the light/dark mode switch. The **«** button
collapses the sidebar to icons.

<Tip>
  If a menu item is missing for you, it is your role, not a bug. Ask an admin — see
  [Team and security](/settings/team-and-security).
</Tip>

***

## The top bar

<Frame caption="The top bar follows you across every screen.">
  <img src="https://mintcdn.com/berocker/JlrUOS-Vn_pO8ZdT/images/app/topbar-annotated.png?fit=max&auto=format&n=JlrUOS-Vn_pO8ZdT&q=85&s=ed683071cab4fb10486afb662c0e96c4" alt="BeRocker top bar with each button numbered one to eight" width="1440" height="252" data-path="images/app/topbar-annotated.png" />
</Frame>

| # | Button        | What it does                                                                              |
| - | ------------- | ----------------------------------------------------------------------------------------- |
| 1 | **Ai**        | Opens the [AI Assistant](/using/ai-assistant) — ask about your own data in plain English. |
| 2 | **+**         | Add a shipment, customer, carrier or terminal from anywhere.                              |
| 3 | **\$**        | Take a payment.                                                                           |
| 4 | **Search**    | Global search across leads, customers, carriers and messages.                             |
| 5 | **Phone**     | The dialer and your call history.                                                         |
| 6 | **Tasks**     | Things assigned to you that need doing.                                                   |
| 7 | **Bell**      | Notifications — see [Notifications](/settings/notifications) to choose which ones.        |
| 8 | **Your name** | Profile, theme and sign out.                                                              |

***

## Inbox — where you talk to customers

<Frame>
  <img src="https://mintcdn.com/berocker/JlrUOS-Vn_pO8ZdT/images/app/inbox.png?fit=max&auto=format&n=JlrUOS-Vn_pO8ZdT&q=85&s=23258934d587c307c43d23395888bf14" alt="The BeRocker Inbox with the conversation list on the left" width="3200" height="2000" data-path="images/app/inbox.png" />
</Frame>

* **Broker / AI chats** — switch between conversations you are handling and the ones the AI is
  handling.
* **All / Unread** and the filter icon narrow the list.
* Open a conversation and you get the message thread in the middle and the lead panel on the right,
  with tabs for **Lead**, **Documents** and **Drivers**.

Full page: [Inbox](/using/inbox)

***

## Shipments — every lead in one table

<Frame>
  <img src="https://mintcdn.com/berocker/JlrUOS-Vn_pO8ZdT/images/app/shipments.png?fit=max&auto=format&n=JlrUOS-Vn_pO8ZdT&q=85&s=cfc0982057bddab1a946a6e76a945fc8" alt="The Shipments table with status tabs across the top" width="3200" height="2000" data-path="images/app/shipments.png" />
</Frame>

The tabs across the top are the pipeline: **All Items, New, Order, Posted, Canceled, Dispatched,
Picked Up, Delivered, Completed, Archived**, each with a live count. Inside **New**, **Order** and
**Posted** there is a second row of sub-filters (Not Quoted / Quoted, Needs Contract / Contract Sent
/ Signed / Paid, No Offers / Has Offers).

Full page: [Shipments](/using/shipments)

***

## Dashboard — the numbers

<Frame>
  <img src="https://mintcdn.com/berocker/JlrUOS-Vn_pO8ZdT/images/app/dashboard.png?fit=max&auto=format&n=JlrUOS-Vn_pO8ZdT&q=85&s=ed191e35d70673290c220b6fc654b8ea" alt="The BeRocker dashboard showing KPI tiles and trend charts" width="3200" height="2000" data-path="images/app/dashboard.png" />
</Frame>

Every tile says what it measures underneath the number, so nobody has to guess whether "Revenue"
means deposits or gross bookings.

Full page: [Dashboard](/using/dashboard)

***

## Settings — one page per thing

<Frame>
  <img src="https://mintcdn.com/berocker/JlrUOS-Vn_pO8ZdT/images/settings/hub.png?fit=max&auto=format&n=JlrUOS-Vn_pO8ZdT&q=85&s=fcdc82c636a3a2416b030eb9a277d705" alt="The BeRocker settings hub, grouped into Personal, Account, Reports and CRM settings" width="3200" height="2000" data-path="images/settings/hub.png" />
</Frame>

Settings is grouped into **Personal Settings**, **Account Settings**, **Reports** and
**BeRocker CRM settings**. The search box at the top jumps straight to any settings page or tab —
type "quiet hours", "deposit", "2FA" and press Enter.

Full section: [Settings](/settings/profile)

***

## Next

<CardGroup cols={2}>
  <Card title="How a lead becomes a load" icon="route" href="/get-started/lead-journey">
    The pipeline explained status by status.
  </Card>

  <Card title="Setup checklist" icon="list-check" href="/get-started/setup-checklist">
    Everything to configure before you go live.
  </Card>
</CardGroup>