Quickstart

Work through these seven steps in order. Each one links to the full page if you want the detail.

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1. Sign in

Go to app.berocker.com and sign in with the email and password your admin gave you. If your company requires two-factor authentication you will be asked for a code the first time. See Team and security.

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2. Set up your profile

Settings → Profile. Under User Contacts, add the phone number and email address you will use to talk to customers (pick Call/SMS (same number) so one number covers both calls and texts), and tick Is Default? on one of each. If you use RingCentral, click Register next to the number to authorise it. Full page: Profile

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3. Learn the layout

Five minutes here saves hours later — Tour the CRM. The short version: Inbox is where you talk to customers, Shipments is the table of every lead, Follow up tells you who needs you today, and Dispatch is the live map of loads on the road.

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4. Fill in your company details

Settings → Business. Account name, address, time zone, MC and DOT numbers, logo and brand colours. These appear on every quote, contract, invoice and email you send. Full page: Business

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5. Connect your tools

Settings → Integrations. Connect at least one from each row you need: Full page: Integrations

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6. Point your leads at BeRocker

Settings → Lead Management → Lead sources. Create one lead source per website or provider, then copy its endpoint URL and give it to that provider — or POST your website form to it. Full pages: Lead sources · Lead source API

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7. Add your team and split the leads

Settings → Team and security → People → Add user to create agents (a broker’s leads per day is set right there, on the Leads and pay step), then Settings → Lead Management → Lead distribution to adjust the rota per day and per source. Full pages: Team and security · Lead distribution

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Then check these before you go live

Or use the full setup checklist.