Steps 1–3 are for every user. Steps 4–7 need an admin or manager role.
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.2. Set up your profile
Settings → Profile. Add the phone number and email address you will use to talk to customers, and mark one of each as default. If you use RingCentral, click Register next to the number to authorise it. Full page: Profile3. 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.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: Business5. Connect your tools
Settings → Integrations. Connect at least one from each row you need:
Full page: Integrations
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 API7. Add your team and split the leads
Settings → Team and security → People to invite agents, then Settings → Lead Management → Lead distribution to set how many leads each agent gets per day. Full pages: Team and security · Lead distributionThen check these before you go live
Templates
Read every quote and follow-up message that will go out in your name.
Pricing
Choose the pricing engine, set your correction factor and your deposit.
Booking page
Colours, wording and whether the card is charged automatically.
Notifications
Decide what pings you and where.